| G通用动力VTI |
| 21.37% | 23.65% | $1,396.6万 | 4.8万股 | $1,310.9万 | 4.5万股 | +2,959股+6.54% | 加仓 |
| IiShares安硕信托IVV |
| 6.61% | 7.77% | $432.0万 | 7,339股 | $430.6万 | 7,314股 | +25股+0.34% | 加仓 |
| IiShares安硕信托IUSB |
| 4.34% | 5.11% | $283.9万 | 6.3万股 | $283.5万 | 6.3万股 | +91股+0.15% | 加仓 |
 苹果AAPL |
| 4.11% | 4.64% | $268.4万 | 1.1万股 | $257.0万 | 1.0万股 | +453股+4.41% | 加仓 |
 微软MSFT |
| 3.92% | 2.48% | $255.9万 | 6,072股 | $137.4万 | 3,260股 | +2,812股+86.26% | 加仓 |
| IiShares安硕信托DGRO |
| 3.84% | 4.53% | $251.0万 | 4.1万股 | $251.0万 | 4.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 2.89% | 3.4% | $188.8万 | 3.6万股 | $188.5万 | 3.6万股 | +48股+0.13% | 加仓 |
| V先锋领航全球基金VGT |
| 1.9% | 2.24% | $124.1万 | 1,997股 | $124.1万 | 1,997股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.89% | 2.01% | $123.7万 | 6,319股 | $111.6万 | 5,699股 | +620股+10.88% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.86% | 1.6% | $121.6万 | 1.4万股 | $88.5万 | 1.0万股 | +3,863股+37.40% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.73% | 2.04% | $112.8万 | 1.5万股 | $112.8万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 1.71% | 2.01% | $111.8万 | 1.1万股 | $111.4万 | 1.1万股 | +31股+0.28% | 加仓 |
 礼来LLY |
| 1.7% | — | $111.1万 | 1,439股 | $0 | 0股 | +1,439股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 1.7% | 2% | $110.9万 | 6,227股 | $110.6万 | 6,213股 | +14股+0.23% | 加仓 |
 摩根大通JPM |
| 1.59% | 0.98% | $103.7万 | 4,324股 | $54.5万 | 2,274股 | +2,050股+90.15% | 加仓 |
| V先锋领航·HEALTHVHT |
| 1.58% | 1.62% | $103.4万 | 4,075股 | $89.9万 | 3,544股 | +531股+14.98% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.57% | 1.69% | $102.6万 | 2,264股 | $93.6万 | 2,064股 | +200股+9.69% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.56% | 1.84% | $101.9万 | 2.1万股 | $101.9万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 1.51% | — | $98.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 沃尔玛WMT |
| 1.5% | 1.76% | $97.8万 | 1.1万股 | $97.5万 | 1.1万股 | +33股+0.31% | 加仓 |
 iShares安硕·MBSACGL |
| 1.4% | 1.65% | $91.6万 | 9,993股 | $91.6万 | 9,993股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.37% | 1.27% | $89.2万 | 2.0万股 | $70.6万 | 1.6万股 | +4,238股+26.39% | 加仓 |
 亚马逊AMZN |
| 1.36% | 1.6% | $88.7万 | 4,044股 | $88.7万 | 4,044股 | 00.00% | 持仓不变 |
| TTyler科技TYL |
| 1.32% | 1.04% | $86.4万 | 1,498股 | $57.5万 | 998股 | +500股+50.10% | 加仓 |
| V先锋领航指数基金VOO |
| 1.3% | 1.54% | $85.3万 | 1,583股 | $85.3万 | 1,583股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托LCTU |
| 1.24% | 1.45% | $81.2万 | 1.3万股 | $80.4万 | 1.3万股 | +114股+0.91% | 加仓 |
 博通AVGO |
| 1.2% | 1.41% | $78.1万 | 3,370股 | $78.1万 | 3,370股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 1.07% | 1.26% | $70.1万 | 7,241股 | $69.8万 | 7,211股 | +30股+0.42% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.99% | 1.16% | $64.7万 | 1.3万股 | $64.4万 | 1.3万股 | +68股+0.54% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.92% | 1.08% | $60.0万 | 7,769股 | $60.0万 | 7,769股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.91% | 0.39% | $59.6万 | 6,011股 | $21.4万 | 2,158股 | +3,853股+178.54% | 加仓 |
| IiShares安硕信托DSI |
| 0.82% | 0.96% | $53.8万 | 4,880股 | $53.3万 | 4,836股 | +44股+0.91% | 加仓 |
| IiShares安硕信托USXF |
| 0.81% | 0.95% | $53.1万 | 1.1万股 | $52.6万 | 1.1万股 | +96股+0.91% | 加仓 |
 NETFLIXNFLX |
| 0.8% | 0.46% | $52.2万 | 586股 | $25.5万 | 286股 | +300股+104.90% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.93% | $51.4万 | 2,698股 | $51.4万 | 2,698股 | 00.00% | 持仓不变 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 0.75% | 0.42% | $49.3万 | 4.2万股 | $23.3万 | 2.0万股 | +2.2万股+111.50% | 加仓 |
| V先锋领航·TOTALBND |
| 0.74% | 0.87% | $48.2万 | 6,697股 | $48.2万 | 6,697股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.72% | — | $47.2万 | 1,109股 | $0 | 0股 | +1,109股 | 新买入 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.72% | 0.85% | $47.2万 | 2,959股 | $47.1万 | 2,950股 | +9股+0.31% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.62% | 0.73% | $40.5万 | 2,124股 | $40.3万 | 2,114股 | +10股+0.47% | 加仓 |
| IiShares安硕IEMG |
| 0.62% | 0.73% | $40.5万 | 7,750股 | $40.5万 | 7,750股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.62% | 0.73% | $40.4万 | 4,168股 | $40.4万 | 4,168股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.61% | 0.72% | $40.1万 | 3,109股 | $39.8万 | 3,086股 | +23股+0.75% | 加仓 |
 麦当劳MCD |
| 0.61% | 0.71% | $39.6万 | 1,366股 | $39.6万 | 1,366股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.55% | 0.62% | $35.9万 | 612股 | $34.2万 | 584股 | +28股+4.79% | 加仓 |
| IiShares安硕信托IBDU |
| 0.54% | 0.63% | $35.2万 | 1.5万股 | $34.9万 | 1.5万股 | +116股+0.75% | 加仓 |
| V先锋领航指数基金VUG |
| 0.53% | 0.62% | $34.6万 | 843股 | $34.6万 | 843股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.52% | — | $34.0万 | 4,591股 | $0 | 0股 | +4,591股 | 新买入 |
| V先锋领航指数基金VTV |
| 0.5% | 0.6% | $33.0万 | 1,949股 | $33.0万 | 1,949股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.49% | 0.58% | $32.3万 | 5,476股 | $32.3万 | 5,476股 | 00.00% | 持仓不变 |
