| V先锋领航·MALVERN FDSVCRB |
| 20.32% | 20.82% | $1.29亿 | 167.3万股 | $1.22亿 | 158.1万股 | +9.2万股+5.81% | 加仓 |
| V先锋领航指数基金VUG |
| 19.68% | 17.49% | $1.25亿 | 145.2万股 | $1.03亿 | 23.5万股 | +121.7万股+517.56% | 加仓 |
| V先锋领航白厅基金VYM |
| 18.58% | 18.54% | $1.18亿 | 74.8万股 | $1.09亿 | 73.5万股 | +1.2万股+1.66% | 加仓 |
| V先锋领航债券指数基金BSV |
| 12.21% | 12.52% | $7,763.4万 | 99.6万股 | $7,357.0万 | 93.8万股 | +5.8万股+6.20% | 加仓 |
| IiShares安硕信托IEFA |
| 3.87% | 4% | $2,460.6万 | 25.5万股 | $2,347.1万 | 25.9万股 | -4,489股-1.73% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.78% | 2.76% | $1,768.5万 | 7.5万股 | $1,620.7万 | 7.5万股 | -622股-0.83% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.56% | 2.5% | $1,629.1万 | 46.8万股 | $1,471.4万 | 48.2万股 | -1.4万股-2.99% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.39% | 2.26% | $1,516.2万 | 44.8万股 | $1,326.7万 | 45.5万股 | -7,396股-1.62% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.82% | 1.85% | $1,159.2万 | 16.3万股 | $1,088.8万 | 17.0万股 | -7,219股-4.25% | 减仓 |
| IiShares安硕信托GVI |
| 1.77% | 1.87% | $1,126.0万 | 10.5万股 | $1,099.6万 | 10.4万股 | +1,040股+1.00% | 加仓 |
| IiShares安硕IEMG |
| 1.66% | 1.63% | $1,057.7万 | 12.8万股 | $955.6万 | 13.7万股 | -9,326股-6.81% | 减仓 |
 亚马逊AMZN |
| 1.26% | 1.2% | $798.8万 | 3.4万股 | $706.5万 | 3.4万股 | -408股-1.20% | 减仓 |
| V先锋领航指数基金VTV |
| 1.14% | 1.13% | $727.7万 | 3.3万股 | $662.4万 | 3.4万股 | -369股-1.09% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.02% | 1.05% | $646.5万 | 10.8万股 | $614.5万 | 11.4万股 | -5,379股-4.73% | 减仓 |
| V先锋领航指数基金VB |
| 0.87% | 0.86% | $551.4万 | 1.8万股 | $506.6万 | 1.9万股 | -1,149股-5.94% | 减仓 |
| V先锋领航指数基金VBK |
| 0.71% | 0.68% | $454.5万 | 1.2万股 | $398.8万 | 1.3万股 | -767股-5.81% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.69% | 0.68% | $440.0万 | 1.8万股 | $401.5万 | 1.8万股 | -374股-2.02% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.62% | 0.65% | $394.6万 | 8.1万股 | $379.1万 | 7.9万股 | +2,580股+3.27% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.61% | 0.61% | $390.5万 | 1.8万股 | $356.4万 | 1.9万股 | -216股-1.16% | 减仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.47% | 0.49% | $301.9万 | 4.0万股 | $287.2万 | 4.0万股 | 00.00% | 持仓不变 |
 STAG INDUSTRIALSTAG |
| 0.42% | 0.43% | $266.3万 | 7.3万股 | $254.2万 | 7.0万股 | +2,639股+3.75% | 加仓 |
| S道富SPHY |
| 0.36% | 0.38% | $228.5万 | 9.7万股 | $222.1万 | 9.5万股 | +2,224股+2.33% | 加仓 |
| IiShares安硕信托EMB |
| 0.35% | 0.37% | $225.4万 | 2.3万股 | $216.5万 | 2.3万股 | +320股+1.39% | 加仓 |
| VVANECK JPMEMLC |
| 0.35% | 0.37% | $223.9万 | 8.8万股 | $215.3万 | 8.6万股 | +1,851股+2.16% | 加仓 |
 特斯拉TSLA |
| 0.32% | 0.31% | $203.9万 | 4,848股 | $180.2万 | 4,848股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.32% | 0.31% | $200.4万 | 2,918股 | $180.8万 | 3,026股 | -108股-3.57% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.17% | 0.16% | $106.9万 | 1.1万股 | $93.8万 | 1.1万股 | +517股+4.89% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.16% | 0.14% | $102.7万 | 1,375股 | $83.4万 | 1,283股 | +92股+7.17% | 加仓 |
| G通用动力VTI |
| 0.14% | 0.14% | $87.0万 | 2,352股 | $82.3万 | 2,565股 | -213股-8.30% | 减仓 |
 英伟达NVDA |
| 0.14% | 0.07% | $86.8万 | 4,340股 | $40.2万 | 2,307股 | +2,033股+88.12% | 加仓 |
 博通AVGO |
| 0.13% | 0.1% | $85.7万 | 2,270股 | $60.7万 | 1,960股 | +310股+15.82% | 加仓 |
 微软MSFT |
| 0.13% | 0.13% | $83.8万 | 2,246股 | $75.3万 | 2,035股 | +211股+10.37% | 加仓 |
 艺康ECL |
| 0.13% | 0.14% | $83.6万 | 3,000股 | $79.8万 | 3,000股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.13% | 0.13% | $81.1万 | 3,000股 | $78.1万 | 3,000股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.12% | 0.12% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VSGX |
| 0.12% | 0.05% | $73.9万 | 8,981股 | $27.7万 | 3,856股 | +5,125股+132.91% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.11% | 0.11% | $70.3万 | 8,395股 | $62.8万 | 8,356股 | +39股+0.47% | 加仓 |
 宝洁PG |
| 0.11% | 0.11% | $69.2万 | 4,718股 | $66.9万 | 4,629股 | +89股+1.92% | 加仓 |
 苹果AAPL |
| 0.1% | 0.09% | $63.9万 | 2,209股 | $54.8万 | 2,159股 | +50股+2.32% | 加仓 |
| V先锋领航全球基金MGV |
| 0.1% | 0.09% | $63.2万 | 3,867股 | $55.8万 | 3,849股 | +18股+0.47% | 加仓 |
 雪佛龙CVX |
| 0.09% | 0.13% | $59.3万 | 3,580股 | $74.1万 | 3,580股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.09% | 0.08% | $57.2万 | 1.9万股 | $49.8万 | 1.9万股 | +16股+0.08% | 加仓 |
 强生JNJ |
| 0.08% | 0.08% | $51.4万 | 2,023股 | $44.7万 | 1,830股 | +193股+10.55% | 加仓 |
 百事可乐PEP |
| 0.07% | 0.08% | $41.4万 | 3,059股 | $47.5万 | 3,059股 | 00.00% | 持仓不变 |
 PRICE T ROWE COMTROW |
| 0.05% | 0.05% | $34.1万 | 3,000股 | $27.0万 | 3,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.05% | — | $34.0万 | 2,080股 | $0 | 0股 | +2,080股 | 新买入 |
 VALERO ENERGY COMVLO |
| 0.05% | 0.05% | $33.2万 | 1,273股 | $31.5万 | 1,273股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.05% | 0.04% | $29.9万 | 975股 | $25.1万 | 975股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.05% | 0.05% | $29.8万 | 1,350股 | $31.9万 | 1,350股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 0.05% | 0.04% | $28.8万 | 6,000股 | $22.1万 | 6,000股 | 00.00% | 持仓不变 |
