| V先锋领航指数基金VOO |
| 6.55% | 6.07% | $863.7万 | 1.3万股 | $759.9万 | 1.3万股 | -142股-1.12% | 减仓 |
| FFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUNDSKOR |
| 6.44% | 6.43% | $849.4万 | 17.5万股 | $804.9万 | 16.6万股 | +9,448股+5.71% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 5.74% | 5.13% | $756.8万 | 7.0万股 | $641.9万 | 7.0万股 | +50股+0.07% | 加仓 |
 微软MSFT |
| 4.76% | 5.01% | $627.9万 | 1.7万股 | $627.2万 | 1.7万股 | -109股-0.64% | 减仓 |
| V先锋领航指数基金VUG |
| 4.62% | 4.08% | $609.7万 | 7.1万股 | $510.5万 | 1.2万股 | +5.9万股+505.56% | 加仓 |
| I景顺QQQ信托VOO |
| 4.37% | 3.48% | $575.7万 | 7,818股 | $435.3万 | 7,542股 | +276股+3.66% | 加仓 |
 苹果AAPL |
| 3.91% | 3.64% | $515.8万 | 1.8万股 | $455.4万 | 1.8万股 | -119股-0.66% | 减仓 |
| FFINWARD BANCORP COMFNWD |
| 3.66% | 3.82% | $483.1万 | 13.1万股 | $477.6万 | 13.2万股 | -200股-0.15% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.59% | 2.43% | $341.1万 | 1.4万股 | $303.9万 | 1.4万股 | +286股+2.02% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.12% | 1.88% | $280.0万 | 3.2万股 | $234.7万 | 6,388股 | +2.5万股+398.53% | 加仓 |
| V先锋领航全球基金VGT |
| 2.07% | 1.6% | $272.5万 | 2.3万股 | $199.5万 | 2,860股 | +2.0万股+697.06% | 加仓 |
 强生JNJ |
| 2.02% | 2.06% | $266.7万 | 1.1万股 | $258.0万 | 1.1万股 | -50股-0.47% | 减仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 1.84% | 2.41% | $242.0万 | 2.0万股 | $301.3万 | 2.8万股 | -8,205股-29.31% | 减仓 |
| IiShares安硕·COREIJH |
| 1.82% | 1.54% | $239.3万 | 3.1万股 | $192.5万 | 2.9万股 | +2,525股+8.86% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.72% | 1.25% | $226.7万 | 1.2万股 | $156.1万 | 1.2万股 | +150股+1.28% | 加仓 |
| V先锋领航全球基金MGV |
| 1.68% | 1.55% | $221.6万 | 1.4万股 | $194.4万 | 1.3万股 | +141股+1.05% | 加仓 |
 摩根大通JPM |
| 1.63% | 1.55% | $214.8万 | 6,563股 | $193.9万 | 6,593股 | -30股-0.46% | 减仓 |
| F第一信托·USTFVD |
| 1.63% | 1.68% | $214.7万 | 4.5万股 | $210.2万 | 4.5万股 | -147股-0.33% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.34% | 1.28% | $176.2万 | 1.9万股 | $160.2万 | 1.8万股 | +750股+4.14% | 加仓 |
 艾伯维ABBV |
| 1.23% | 1.12% | $162.2万 | 6,446股 | $140.2万 | 6,446股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.21% | 0.77% | $158.9万 | 7,291股 | $96.5万 | 4,916股 | +2,375股+48.31% | 加仓 |
| IiShares安硕·COREIJR |
| 1.2% | 1.02% | $157.8万 | 1.1万股 | $128.1万 | 1.0万股 | +340股+3.30% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.19% | 1.14% | $157.4万 | 9,958股 | $142.4万 | 9,613股 | +345股+3.59% | 加仓 |
| PProShares信托NOBL |
| 1.06% | 1.35% | $139.7万 | 2.5万股 | $168.8万 | 1.6万股 | +8,946股+56.17% | 加仓 |
 NISOURCE COMNI |
| 1.01% | 1.05% | $133.8万 | 2.8万股 | $131.4万 | 2.8万股 | -25股-0.09% | 减仓 |
 惠顿贵金属WPM |
| 0.97% | 1.19% | $128.0万 | 1.1万股 | $149.4万 | 1.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.94% | 0.87% | $124.2万 | 5,213股 | $108.6万 | 5,213股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.91% | 0.9% | $120.2万 | 1.5万股 | $112.5万 | 1.5万股 | 00.00% | 持仓不变 |
 WELLTOWER COMWELL |
| 0.85% | 0.79% | $112.0万 | 4,936股 | $98.3万 | 4,971股 | -35股-0.70% | 减仓 |
 宝洁PG |
| 0.83% | 0.86% | $109.7万 | 7,483股 | $108.1万 | 7,483股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.83% | 0.28% | $109.7万 | 7,854股 | $34.7万 | 7,874股 | -20股-0.25% | 减仓 |
| V先锋领航指数基金VOT |
| 0.82% | 0.71% | $108.3万 | 3,535股 | $88.7万 | 3,445股 | +90股+2.61% | 加仓 |
 麦当劳MCD |
| 0.82% | 0.99% | $108.2万 | 4,003股 | $124.4万 | 4,003股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.77% | — | $101.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 EntergyETR |
| 0.74% | 0.76% | $97.2万 | 8,460股 | $95.1万 | 8,460股 | 00.00% | 持仓不变 |
 DTE ENERGY COMDTE |
| 0.69% | 0.7% | $91.4万 | 6,000股 | $87.7万 | 6,000股 | 00.00% | 持仓不变 |
 VisaV |
| 0.66% | 0.62% | $86.6万 | 2,525股 | $77.1万 | 2,550股 | -25股-0.98% | 减仓 |
 埃克森美孚XOM |
| 0.66% | 0.87% | $86.5万 | 6,327股 | $108.4万 | 6,387股 | -60股-0.94% | 减仓 |
 谷歌AGOOGL |
| 0.64% | 0.54% | $83.9万 | 2,348股 | $67.5万 | 2,348股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.64% | 0.63% | $83.9万 | 4,528股 | $78.9万 | 4,878股 | -350股-7.18% | 减仓 |
| SSPDR黄金信托GLD |
| 0.62% | 0.76% | $81.8万 | 2,220股 | $95.5万 | 2,220股 | 00.00% | 持仓不变 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.58% | 0.64% | $76.2万 | 1.6万股 | $79.5万 | 1.6万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.57% | 0.62% | $74.6万 | 5,894股 | $77.8万 | 5,943股 | -49股-0.82% | 减仓 |
| IiShares安硕信托IMTM |
| 0.54% | — | $71.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕信托AGG |
| 0.53% | 0.56% | $70.0万 | 7,077股 | $70.3万 | 7,077股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.5% | 0.42% | $66.4万 | 2,191股 | $52.3万 | 1,997股 | +194股+9.71% | 加仓 |
 TRAVELERS COSTRV |
| 0.5% | 0.47% | $66.0万 | 2,000股 | $58.3万 | 2,000股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.49% | 0.47% | $64.5万 | 6,207股 | $59.4万 | 6,112股 | +95股+1.55% | 加仓 |
 南方电力SO |
| 0.48% | 0.51% | $63.0万 | 6,586股 | $63.6万 | 6,586股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.47% | 0.46% | $61.9万 | 1,754股 | $57.7万 | 1,754股 | 00.00% | 持仓不变 |
