| V先锋领航指数基金VUG |
| 16.55% | 12.73% | $2,992.9万 | 34.7万股 | $2,477.5万 | 5.7万股 | +29.1万股+512.55% | 加仓 |
| V先锋领航指数基金VTV |
| 15.82% | 12.91% | $2,860.9万 | 13.1万股 | $2,513.5万 | 12.8万股 | +3,164股+2.47% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 9.53% | 8.12% | $1,723.7万 | 8.7万股 | $1,580.3万 | 8.6万股 | +1,477股+1.72% | 加仓 |
| V先锋领航指数基金VOT |
| 9.17% | 6.95% | $1,658.0万 | 5.4万股 | $1,352.9万 | 5.3万股 | +1,559股+2.97% | 加仓 |
| V先锋领航·SMALLVBR |
| 6.32% | 4.95% | $1,142.5万 | 4.7万股 | $963.2万 | 4.4万股 | +2,683股+6.05% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 4.73% | 3.53% | $855.8万 | 4.8万股 | $687.4万 | 4.8万股 | +414股+0.87% | 加仓 |
| V先锋领航指数基金VBK |
| 4.52% | 3.34% | $818.3万 | 2.2万股 | $650.5万 | 2.2万股 | +852股+3.96% | 加仓 |
| IiShares安硕信托IEFA |
| 3.51% | 3.16% | $635.7万 | 6.6万股 | $614.7万 | 6.8万股 | -2,072股-3.05% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.96% | 2.33% | $534.9万 | 3.9万股 | $454.1万 | 3.8万股 | +796股+2.08% | 加仓 |
| V先锋领航指数基金VOO |
| 2.87% | 0.09% | $519.3万 | 7,051股 | $17.1万 | 286股 | +6,765股+2,365.38% | 加仓 |
| G通用动力VTI |
| 1.83% | 1.83% | $330.7万 | 8,937股 | $356.2万 | 1.1万股 | -2,165股-19.50% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.49% | 1.28% | $269.6万 | 2.8万股 | $249.6万 | 2.8万股 | -188股-0.67% | 减仓 |
| IiShares安硕IEMG |
| 1.32% | 1.01% | $238.8万 | 2.9万股 | $197.3万 | 2.8万股 | +534股+1.89% | 加仓 |
| IiShares安硕信托EFG |
| 1.25% | 1.06% | $225.5万 | 1.8万股 | $207.1万 | 1.9万股 | -473股-2.54% | 减仓 |
| IiShares安硕信托EFV |
| 1.1% | 1.01% | $199.1万 | 2.6万股 | $196.4万 | 2.6万股 | -408股-1.54% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.99% | 0.88% | $178.9万 | 3,574股 | $171.3万 | 3,574股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.96% | 0.77% | $173.3万 | 1.1万股 | $150.0万 | 1.1万股 | +18股+0.17% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.83% | 0.74% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.8% | 0.78% | $145.0万 | 5,762股 | $151.5万 | 6,966股 | -1,204股-17.28% | 减仓 |
| IiShares安硕信托IVW |
| 0.73% | 0.56% | $131.7万 | 9,580股 | $108.3万 | 9,577股 | +3股+0.03% | 加仓 |
| S嘉信·USSCHX |
| 0.73% | 0.65% | $131.2万 | 4.5万股 | $127.4万 | 5.0万股 | -5,099股-10.26% | 减仓 |
 苹果AAPL |
| 0.7% | 1.24% | $126.7万 | 4,380股 | $240.6万 | 9,480股 | -5,100股-53.80% | 减仓 |
| V先锋领航·MIDVO |
| 0.7% | 0.58% | $125.7万 | 1.6万股 | $113.8万 | 3,963股 | +1.2万股+293.69% | 加仓 |
 美国运通AXP |
| 0.69% | 0.62% | $124.6万 | 3,683股 | $119.9万 | 3,963股 | -280股-7.07% | 减仓 |
 波音BA |
| 0.64% | 0.56% | $116.3万 | 5,372股 | $109.3万 | 5,490股 | -118股-2.15% | 减仓 |
 TapestryTPR |
| 0.48% | 0.43% | $86.2万 | 5,889股 | $83.1万 | 5,889股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.47% | 0.38% | $85.6万 | 2,823股 | $74.1万 | 2,831股 | -8股-0.28% | 减仓 |
 百事可乐PEP |
| 0.47% | 0.52% | $84.4万 | 6,230股 | $100.9万 | 6,497股 | -267股-4.11% | 减仓 |
 艾默生电气EMR |
| 0.44% | 0.31% | $78.7万 | 5,500股 | $60.5万 | 4,621股 | +879股+19.02% | 加仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.43% | 0.41% | $78.0万 | 2.7万股 | $80.5万 | 3.1万股 | -3,148股-10.28% | 减仓 |
 宝洁PG |
| 0.4% | 0.4% | $72.9万 | 4,971股 | $78.3万 | 5,421股 | -450股-8.30% | 减仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.34% | $67.7万 | 904股 | $66.0万 | 1,009股 | -105股-10.41% | 减仓 |
| S嘉信策略信托SCHD |
| 0.37% | 0.33% | $66.6万 | 2.1万股 | $64.4万 | 2.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.36% | 0.43% | $65.0万 | 1,819股 | $84.3万 | 2,931股 | -1,112股-37.94% | 减仓 |
 英伟达NVDA |
| 0.32% | 1.02% | $57.7万 | 2,884股 | $197.6万 | 1.1万股 | -8,446股-74.55% | 减仓 |
 雅培ABT |
| 0.31% | 0.33% | $55.7万 | 6,133股 | $63.8万 | 6,216股 | -83股-1.34% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.31% | 0.25% | $55.5万 | 7,939股 | $49.6万 | 7,939股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.29% | 0.25% | $51.8万 | 2,282股 | $48.2万 | 2,282股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 0.24% | 0.17% | $44.3万 | 4,280股 | $32.3万 | 4,501股 | -221股-4.91% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.22% | 0.2% | $40.1万 | 7,428股 | $39.2万 | 7,428股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.21% | 0.18% | $38.8万 | 1,576股 | $34.2万 | 1,642股 | -66股-4.02% | 减仓 |
| IiShares安硕信托IJK |
| 0.21% | 0.17% | $38.2万 | 3,248股 | $32.7万 | 3,247股 | +1股+0.03% | 加仓 |
 微软MSFT |
| 0.21% | 0.31% | $38.1万 | 1,021股 | $59.6万 | 1,609股 | -588股-36.54% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.2% | 0.18% | $37.0万 | 1.0万股 | $34.1万 | 1.0万股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 0.19% | 0.17% | $33.6万 | 732股 | $32.8万 | 739股 | -7股-0.95% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.18% | 0.12% | $32.3万 | 5,000股 | $22.6万 | 5,000股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.17% | 0.14% | $31.6万 | 4,095股 | $27.6万 | 4,093股 | +2股+0.05% | 加仓 |
| IIBMIBM |
| 0.17% | 0.17% | $30.9万 | 1,100股 | $32.7万 | 1,349股 | -249股-18.46% | 减仓 |
| S嘉信策略信托SCHM |
| 0.17% | 0.14% | $29.8万 | 8,096股 | $26.4万 | 8,526股 | -430股-5.04% | 减仓 |
 百时美施贵宝BMY |
| 0.16% | 0.17% | $28.8万 | 4,996股 | $32.4万 | 5,343股 | -347股-6.49% | 减仓 |
