| V先锋领航斯科茨代尔基金VCIT |
| 6.04% | 6.34% | $963.2万 | 11.7万股 | $945.9万 | 11.4万股 | +2,233股+1.95% | 加仓 |
| V先锋领航·MIDVO |
| 6.02% | 5.74% | $959.4万 | 11.9万股 | $856.0万 | 3.0万股 | +8.9万股+299.50% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.64% | 4.43% | $740.1万 | 3.5万股 | $661.1万 | 3.4万股 | +339股+0.98% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4% | 4.34% | $637.0万 | 8.3万股 | $647.0万 | 8.4万股 | -776股-0.93% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.66% | 3.54% | $582.9万 | 8.2万股 | $527.5万 | 8.2万股 | -512股-0.62% | 减仓 |
| V先锋领航STAR基金VXUS |
| 3.42% | 3.29% | $545.6万 | 6.4万股 | $491.4万 | 6.4万股 | +96股+0.15% | 加仓 |
| V先锋领航·TOTALBNDX |
| 3.39% | 3.69% | $540.8万 | 11.2万股 | $550.2万 | 11.5万股 | -2,848股-2.49% | 减仓 |
| V先锋领航指数基金VOO |
| 3.34% | 3.03% | $532.1万 | 7,748股 | $452.4万 | 7,571股 | +177股+2.34% | 加仓 |
| V先锋领航指数基金VOT |
| 3.04% | 2.82% | $484.7万 | 1.6万股 | $420.0万 | 1.6万股 | -497股-3.05% | 减仓 |
| S嘉信·USSCHP |
| 3.03% | 3.3% | $483.1万 | 18.2万股 | $491.8万 | 18.5万股 | -2,549股-1.38% | 减仓 |
| V先锋领航指数基金VB |
| 3% | 2.78% | $478.9万 | 1.6万股 | $414.7万 | 1.6万股 | -34股-0.21% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 2.9% | 3.08% | $462.1万 | 6.1万股 | $458.8万 | 6.1万股 | -1股-0.00% | 减仓 |
| IiShares安硕信托EFG |
| 2.89% | 2.71% | $460.9万 | 3.7万股 | $404.0万 | 3.6万股 | +769股+2.12% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.5% | 2.44% | $398.4万 | 3.5万股 | $363.4万 | 3.5万股 | +133股+0.38% | 加仓 |
| IiShares安硕信托HYG |
| 2.49% | 2.62% | $396.7万 | 5.0万股 | $391.5万 | 4.9万股 | +389股+0.79% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 2.44% | 2.14% | $389.3万 | 3.4万股 | $318.9万 | 3.4万股 | -162股-0.48% | 减仓 |
| IiShares安硕信托PFF |
| 2.39% | 2.59% | $381.2万 | 12.5万股 | $386.1万 | 12.7万股 | -2,329股-1.83% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 2.09% | 2.22% | $333.8万 | 6.6万股 | $331.4万 | 6.6万股 | +96股+0.14% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.86% | 1.86% | $296.1万 | 1.5万股 | $277.1万 | 1.5万股 | -53股-0.35% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 1.79% | 1.92% | $285.0万 | 1.6万股 | $286.6万 | 1.6万股 | -37股-0.23% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1.78% | 1.77% | $283.5万 | 12.0万股 | $264.7万 | 12.3万股 | -3,478股-2.82% | 减仓 |
| A美国世纪ETF信托AVEM |
| 1.77% | 1.59% | $282.6万 | 2.9万股 | $237.9万 | 3.0万股 | -240股-0.81% | 减仓 |
| V先锋领航债券指数基金BLV |
| 1.74% | 1.87% | $278.1万 | 4.0万股 | $279.6万 | 4.1万股 | -313股-0.77% | 减仓 |
| IiShares黄金信托IAU |
| 1.73% | 2.01% | $275.2万 | 3.6万股 | $299.4万 | 3.4万股 | +2,480股+7.30% | 加仓 |
| V先锋领航指数基金VUG |
| 1.66% | 1.49% | $265.2万 | 3.1万股 | $222.3万 | 5,090股 | +2.6万股+504.85% | 加仓 |
 苹果AAPL |
| 1.64% | 1.91% | $260.9万 | 9,018股 | $285.4万 | 1.1万股 | -2,228股-19.81% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.61% | 1.54% | $257.3万 | 4.3万股 | $230.2万 | 4.3万股 | +523股+1.23% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.59% | 1.68% | $253.8万 | 3.2万股 | $250.9万 | 3.2万股 | +459股+1.45% | 加仓 |
| I景顺QQQ信托VOO |
| 1.5% | 1.27% | $239.3万 | 3,249股 | $190.2万 | 3,295股 | -46股-1.40% | 减仓 |
| V先锋领航全球基金VAW |
| 1.48% | 1.52% | $236.2万 | 1.0万股 | $226.3万 | 1.0万股 | +281股+2.80% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.47% | 1.57% | $234.7万 | 3.5万股 | $234.4万 | 3.6万股 | -779股-2.18% | 减仓 |
| V先锋领航指数基金VTV |
| 1.4% | 1.33% | $222.4万 | 1.0万股 | $198.8万 | 1.0万股 | +71股+0.70% | 加仓 |
| V先锋领航指数基金VBK |
| 1.29% | 1.13% | $205.4万 | 5,616股 | $168.4万 | 5,570股 | +46股+0.83% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.18% | 1.19% | $188.7万 | 1.2万股 | $177.5万 | 1.2万股 | -47股-0.39% | 减仓 |
| I景顺·S&PSPHQ |
| 1.15% | 0.81% | $182.8万 | 2.0万股 | $121.6万 | 1.6万股 | +4,125股+25.52% | 加仓 |
| S嘉信策略信托SCHD |
| 1.09% | 1.11% | $173.1万 | 5.5万股 | $165.6万 | 5.4万股 | +620股+1.15% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.95% | 1.01% | $151.8万 | 1.9万股 | $150.7万 | 1.9万股 | +257股+1.34% | 加仓 |
| IiShares安硕信托EFV |
| 0.81% | 0.83% | $128.6万 | 1.7万股 | $123.9万 | 1.7万股 | +147股+0.88% | 加仓 |
| IiShares安硕信托IDV |
| 0.79% | 0.86% | $125.3万 | 3.0万股 | $128.8万 | 3.0万股 | -12股-0.04% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.76% | 0.8% | $120.9万 | 3.0万股 | $119.8万 | 3.0万股 | +156股+0.52% | 加仓 |
| IiShares比特币ETFIBIT |
| 0.74% | 0.95% | $118.5万 | 3.6万股 | $142.2万 | 3.7万股 | -1,410股-3.81% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.71% | 0.68% | $114.0万 | 4,690股 | $102.1万 | 4,700股 | -10股-0.21% | 减仓 |
 亚马逊AMZN |
| 0.48% | 0.44% | $76.5万 | 3,210股 | $65.2万 | 3,130股 | +80股+2.56% | 加仓 |
 博通AVGO |
| 0.33% | 0.32% | $53.0万 | 1,402股 | $47.0万 | 1,520股 | -118股-7.76% | 减仓 |
 强生JNJ |
| 0.3% | 0.31% | $47.6万 | 1,875股 | $45.8万 | 1,875股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.3% | 0.29% | $47.3万 | 3,380股 | $43.4万 | 3,825股 | -445股-11.63% | 减仓 |
 VisaV |
| 0.29% | 0.27% | $46.4万 | 1,352股 | $40.9万 | 1,352股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.27% | 0.41% | $43.2万 | 6,046股 | $60.6万 | 6,298股 | -252股-4.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.28% | $42.9万 | 858股 | $41.1万 | 858股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.24% | 0.32% | $39.0万 | 2,849股 | $48.4万 | 2,853股 | -4股-0.14% | 减仓 |
