| S嘉信策略信托SCHF |
| 5.3% | 5.34% | $1,463.1万 | 52.8万股 | $1,296.3万 | 52.4万股 | +4,444股+0.85% | 加仓 |
| S嘉信·USSCHA |
| 4.18% | 3.78% | $1,154.1万 | 31.9万股 | $918.7万 | 31.6万股 | +3,497股+1.11% | 加仓 |
 苹果AAPL |
| 3.77% | 3.88% | $1,040.7万 | 3.6万股 | $941.5万 | 3.7万股 | -1,131股-3.05% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.47% | 3.55% | $957.9万 | 13.4万股 | $863.3万 | 13.5万股 | -274股-0.20% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.34% | 3.27% | $922.7万 | 31.9万股 | $793.5万 | 31.6万股 | +2,476股+0.78% | 加仓 |
| V先锋领航·MIDVO |
| 3.23% | 3.27% | $892.7万 | 11.1万股 | $795.3万 | 2.8万股 | +8.3万股+300.08% | 加仓 |
| V先锋领航指数基金VB |
| 3.13% | 3.04% | $864.4万 | 2.9万股 | $739.3万 | 2.8万股 | +289股+1.02% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.67% | 2.75% | $736.3万 | 3.1万股 | $667.8万 | 3.1万股 | +68股+0.22% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.58% | 2.61% | $711.7万 | 2.9万股 | $634.9万 | 2.9万股 | +66股+0.23% | 加仓 |
| S嘉信策略信托SCHM |
| 2.41% | 2.29% | $666.7万 | 18.1万股 | $556.5万 | 18.0万股 | +1,052股+0.59% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.06% | 2.04% | $569.3万 | 6.8万股 | $494.8万 | 6.6万股 | +2,084股+3.16% | 加仓 |
| G通用动力VTI |
| 1.8% | 1.85% | $497.1万 | 1.3万股 | $450.3万 | 1.4万股 | -605股-4.31% | 减仓 |
| S嘉信·USSCHX |
| 1.79% | 1.77% | $495.3万 | 16.8万股 | $430.7万 | 16.8万股 | +326股+0.19% | 加仓 |
| S嘉信策略信托SCHE |
| 1.66% | 1.69% | $457.0万 | 12.6万股 | $409.9万 | 12.4万股 | +1,640股+1.32% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.52% | 1.55% | $418.8万 | 7.0万股 | $376.4万 | 7.0万股 | +523股+0.75% | 加仓 |
| F第一信托交易所交易基金FGD |
| 1.43% | 1.61% | $393.6万 | 12.3万股 | $390.3万 | 12.2万股 | +796股+0.65% | 加仓 |
| IiShares安硕信托IEI |
| 1.38% | 1.55% | $380.9万 | 3.2万股 | $377.2万 | 3.2万股 | +121股+0.38% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.28% | 1.37% | $352.5万 | 4.3万股 | $333.0万 | 4.2万股 | +378股+0.89% | 加仓 |
| IiShares安硕信托DSI |
| 1.26% | 1.22% | $348.7万 | 2.4万股 | $297.1万 | 2.5万股 | -29股-0.12% | 减仓 |
| SSPDR黄金信托GLD |
| 1.19% | 1.61% | $329.3万 | 8,938股 | $391.3万 | 9,094股 | -156股-1.72% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.16% | 1.21% | $320.2万 | 3.3万股 | $292.9万 | 3.3万股 | +186股+0.56% | 加仓 |
 CALAMOS CONVERTIBLE OPPSCHI |
| 1.16% | 1.01% | $319.7万 | 23.8万股 | $246.2万 | 22.9万股 | +8,666股+3.78% | 加仓 |
 卡特彼勒CAT |
| 1.07% | 0.81% | $296.6万 | 2,786股 | $197.4万 | 2,786股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 1.07% | 1.07% | $296.0万 | 1.9万股 | $260.6万 | 1.9万股 | +19股+0.10% | 加仓 |
| VVanEck Russia ETFBBH |
| 1.06% | 1.12% | $293.7万 | 2.8万股 | $271.7万 | 2.8万股 | +145股+0.52% | 加仓 |
 英伟达NVDA |
| 0.99% | 0.97% | $272.9万 | 1.4万股 | $236.8万 | 1.4万股 | +62股+0.46% | 加仓 |
| VVANECK ETF TRUST MORNINGSTAR SMID MOAT ETFQDIV |
| 0.96% | 0.97% | $264.8万 | 6.8万股 | $236.3万 | 6.7万股 | +972股+1.45% | 加仓 |
| V先锋领航指数基金VBK |
| 0.93% | 0.88% | $257.2万 | 7,033股 | $212.6万 | 7,035股 | -2股-0.03% | 减仓 |
| F第一信托交易所交易基金FYC |
| 0.92% | 0.87% | $254.9万 | 1.9万股 | $210.7万 | 1.9万股 | +110股+0.58% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.82% | 0.84% | $227.5万 | 1.1万股 | $204.9万 | 1.1万股 | +15股+0.14% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.8% | 0.84% | $221.0万 | 1.4万股 | $202.9万 | 1.4万股 | +286股+2.09% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.79% | 0.81% | $219.1万 | 5.8万股 | $197.9万 | 5.8万股 | +208股+0.36% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.78% | 0.79% | $214.5万 | 2.5万股 | $192.6万 | 2.5万股 | +114股+0.46% | 加仓 |
 微软MSFT |
| 0.77% | 0.87% | $213.2万 | 5,715股 | $210.5万 | 5,687股 | +28股+0.49% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.77% | $210.4万 | 8,826股 | $187.0万 | 8,977股 | -151股-1.68% | 减仓 |
 谷歌AGOOGL |
| 0.73% | 0.67% | $202.5万 | 5,666股 | $162.9万 | 5,665股 | +1股+0.02% | 加仓 |
 特斯拉TSLA |
| 0.71% | 0.72% | $196.9万 | 4,682股 | $174.1万 | 4,682股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.68% | 0.74% | $187.0万 | 7,363股 | $180.0万 | 7,363股 | 00.00% | 持仓不变 |
| IiShares安硕信托IOO |
| 0.66% | 0.67% | $183.6万 | 1.3万股 | $162.6万 | 1.3万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.65% | 0.49% | $178.8万 | 1.5万股 | $119.8万 | 1.5万股 | -225股-1.46% | 减仓 |
| S嘉信策略信托SCHC |
| 0.63% | 0.67% | $174.6万 | 3.3万股 | $161.8万 | 3.3万股 | +16股+0.05% | 加仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.54% | $164.9万 | 2,401股 | $130.5万 | 2,184股 | +217股+9.94% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.59% | 0.63% | $163.5万 | 5.6万股 | $151.8万 | 5.3万股 | +3,064股+5.80% | 加仓 |
| IiShares安硕信托USMV |
| 0.58% | 0.64% | $160.9万 | 1.7万股 | $154.6万 | 1.7万股 | +11股+0.07% | 加仓 |
| IiShares安硕·COREIJH |
| 0.58% | 0.57% | $159.3万 | 2.1万股 | $139.3万 | 2.1万股 | +29股+0.14% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.55% | 0.57% | $151.8万 | 4.4万股 | $139.4万 | 4.6万股 | -2,102股-4.60% | 减仓 |
 雪佛龙CVX |
| 0.53% | 0.75% | $146.1万 | 8,813股 | $182.3万 | 8,813股 | 00.00% | 持仓不变 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.53% | 0.39% | $145.5万 | 6.5万股 | $94.7万 | 4.5万股 | +2.0万股+45.30% | 加仓 |
| DDOUBLELINE YIELD OPPORTUNITIDLY |
| 0.52% | 0.38% | $142.9万 | 10.2万股 | $93.5万 | 6.7万股 | +3.4万股+51.23% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.51% | 0.54% | $140.3万 | 1.4万股 | $130.2万 | 1.4万股 | +472股+3.42% | 加仓 |
