| I景顺QQQ信托VOO |
| 7.82% | 8.48% | $3,492.0万 | 4.7万股 | $1,972.6万 | 3.6万股 | +1.2万股+32.61% | 加仓 |
| V先锋领航指数基金VUG |
| 6.41% | 7.92% | $2,862.8万 | 33.2万股 | $1,843.2万 | 4.2万股 | +29.0万股+690.46% | 加仓 |
| V先锋领航白厅基金VYM |
| 4.57% | 5.99% | $2,040.3万 | 12.9万股 | $1,394.2万 | 10.5万股 | +2.5万股+23.45% | 加仓 |
| F富达Covington信托FDVV |
| 4.2% | 3.78% | $1,874.7万 | 31.1万股 | $879.8万 | 16.9万股 | +14.2万股+83.87% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 4.07% | 2.11% | $1,820.1万 | 23.4万股 | $492.0万 | 7.7万股 | +15.7万股+204.42% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.91% | 5.25% | $1,747.0万 | 2.3万股 | $1,220.9万 | 2.0万股 | +3,632股+18.38% | 加仓 |
| V先锋领航指数基金VTV |
| 2.88% | 3.85% | $1,285.6万 | 5.9万股 | $895.6万 | 5.1万股 | +8,318股+16.42% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 2.87% | 1.89% | $1,281.1万 | 30.6万股 | $440.5万 | 12.8万股 | +17.8万股+139.33% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 2.72% | 2.76% | $1,213.2万 | 7.1万股 | $642.8万 | 5.0万股 | +2.1万股+42.70% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.65% | 1.46% | $1,182.8万 | 35.0万股 | $339.5万 | 11.6万股 | +23.3万股+200.74% | 加仓 |
| BBNY MELLON ETF TRUSTBKMI |
| 2.63% | 1.58% | $1,172.6万 | 11.7万股 | $367.3万 | 4.3万股 | +7.4万股+173.45% | 加仓 |
| V先锋领航指数基金VOO |
| 2.44% | 1.62% | $1,088.3万 | 1.6万股 | $377.9万 | 6,652股 | +9,193股+138.20% | 加仓 |
 英伟达NVDA |
| 2.26% | 2.42% | $1,009.9万 | 5.0万股 | $564.2万 | 3.6万股 | +1.5万股+41.35% | 加仓 |
| IiShares安硕信托DGRO |
| 1.95% | 2.21% | $872.0万 | 11.5万股 | $513.9万 | 8.0万股 | +3.5万股+43.16% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 1.86% | 1.1% | $830.3万 | 13.6万股 | $255.7万 | 4.9万股 | +8.7万股+176.29% | 加仓 |
| WWisdomTree信托DGRW |
| 1.85% | 2.32% | $825.9万 | 8.6万股 | $538.8万 | 6.4万股 | +2.2万股+34.24% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.73% | 1.92% | $770.8万 | 2.8万股 | $447.2万 | 2.0万股 | +8,285股+41.67% | 加仓 |
| F富达Covington信托FELG |
| 1.69% | 1.99% | $753.0万 | 17.2万股 | $463.0万 | 12.5万股 | +4.7万股+37.65% | 加仓 |
| IiShares安硕信托IVW |
| 1.63% | 1.62% | $727.5万 | 5.3万股 | $375.9万 | 3.4万股 | +1.9万股+54.92% | 加仓 |
 苹果AAPL |
| 1.63% | 1.11% | $727.0万 | 2.5万股 | $259.2万 | 1.3万股 | +1.2万股+98.88% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 1.53% | 1.36% | $684.9万 | 3.1万股 | $315.3万 | 1.7万股 | +1.5万股+86.99% | 加仓 |
 特斯拉TSLA |
| 1.52% | 0.39% | $679.1万 | 1.6万股 | $91.9万 | 2,893股 | +1.3万股+458.14% | 加仓 |
| SSPDR黄金信托GLD |
| 1.21% | 1.74% | $542.6万 | 1.5万股 | $405.1万 | 1.3万股 | +1,441股+10.84% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 1.21% | 1.71% | $542.1万 | 6.6万股 | $397.1万 | 1.0万股 | +5.6万股+555.24% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTGRT |
| 1.16% | 1.57% | $519.0万 | 11.4万股 | $365.0万 | 9.0万股 | +2.3万股+25.73% | 加仓 |
| F富达Covington信托FENI |
| 1.16% | — | $516.6万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
| WWisdomTree信托DLN |
| 1.12% | 0.51% | $499.1万 | 5.2万股 | $119.4万 | 1.5万股 | +3.7万股+256.56% | 加仓 |
 VanEck ETF信托SMH |
| 1.05% | 0.46% | $468.2万 | 7,139股 | $107.4万 | 3,850股 | +3,289股+85.43% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.95% | — | $424.7万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.88% | 3.88% | $392.8万 | 12.4万股 | $903.7万 | 34.1万股 | -21.7万股-63.67% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.86% | 0.12% | $385.2万 | 3.0万股 | $27.2万 | 2,495股 | +2.8万股+1,107.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 0.96% | $372.2万 | 7,439股 | $223.6万 | 4,603股 | +2,836股+61.61% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.81% | 1.09% | $363.8万 | 3.5万股 | $252.8万 | 2.8万股 | +6,748股+23.86% | 加仓 |
| IiShares安硕信托SGOV |
| 0.79% | — | $351.4万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF |
| 0.68% | 1.13% | $301.8万 | 3.8万股 | $261.8万 | 3.7万股 | +248股+0.66% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.64% | 0.79% | $284.0万 | 1.3万股 | $184.3万 | 9,433股 | +3,074股+32.59% | 加仓 |
| V先锋领航全球基金MGV |
| 0.53% | 0.45% | $235.9万 | 1.4万股 | $103.6万 | 7,897股 | +6,537股+82.78% | 加仓 |
| WWisdomTree信托QGRW |
| 0.5% | — | $225.1万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 微软MSFT |
| 0.48% | 0.68% | $213.6万 | 5,727股 | $158.1万 | 3,176股 | +2,551股+80.32% | 加仓 |
| V先锋领航全球基金VGT |
| 0.47% | 0.29% | $212.1万 | 1.8万股 | $66.3万 | 1,000股 | +1.7万股+1,674.40% | 加仓 |
 亚马逊AMZN |
| 0.47% | 0.45% | $211.4万 | 8,871股 | $105.8万 | 4,823股 | +4,048股+83.93% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.36% | $196.0万 | 5,547股 | $84.5万 | 4,764股 | +783股+16.44% | 加仓 |
 谷歌AGOOGL |
| 0.42% | 0.26% | $188.4万 | 5,273股 | $61.0万 | 3,458股 | +1,815股+52.49% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.4% | 1.79% | $179.6万 | 3.3万股 | $416.9万 | 7.4万股 | -4.2万股-56.19% | 减仓 |
 礼来LLY |
| 0.4% | 0.42% | $178.4万 | 1,487股 | $98.1万 | 1,259股 | +228股+18.11% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.38% | 0.63% | $168.6万 | 2.9万股 | $146.7万 | 2.5万股 | +4,012股+16.07% | 加仓 |
| V先锋领航指数基金VB |
| 0.36% | 0.42% | $158.7万 | 5,237股 | $97.1万 | 4,099股 | +1,138股+27.76% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.35% | 0.04% | $154.5万 | 7,262股 | $10.1万 | 557股 | +6,705股+1,203.77% | 加仓 |
| IiShares安硕信托DVY |
| 0.33% | 0.48% | $145.8万 | 9,326股 | $111.1万 | 8,364股 | +962股+11.50% | 加仓 |
 摩根大通JPM |
| 0.32% | 0.45% | $144.7万 | 4,420股 | $105.4万 | 3,637股 | +783股+21.53% | 加仓 |
