| V先锋领航债券指数基金BSV |
| 19.46% | 18.34% | $3,600.2万 | 46.2万股 | $2,867.9万 | 36.6万股 | +9.6万股+26.34% | 加仓 |
| V先锋领航债券指数基金BIV |
| 16.18% | 17.85% | $2,992.1万 | 39.0万股 | $2,790.8万 | 36.2万股 | +2.9万股+7.88% | 加仓 |
| V先锋领航指数基金VTV |
| 12.15% | 13.18% | $2,246.8万 | 10.3万股 | $2,061.6万 | 10.5万股 | -1,978股-1.88% | 减仓 |
| SSPDR标普500 ETFSPY |
| 11.19% | 12% | $2,070.1万 | 2.8万股 | $1,875.8万 | 2.9万股 | -1,123股-3.89% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 10.36% | 11.26% | $1,916.7万 | 32.9万股 | $1,760.3万 | 30.1万股 | +2.9万股+9.52% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 8.69% | 8.76% | $1,607.2万 | 19.2万股 | $1,369.9万 | 18.2万股 | +9,502股+5.21% | 加仓 |
| V先锋领航全球基金MGV |
| 4.91% | 4.09% | $908.4万 | 5.6万股 | $639.0万 | 4.4万股 | +1.1万股+26.06% | 加仓 |
| V先锋领航指数基金VUG |
| 3.88% | 2.45% | $718.3万 | 8.3万股 | $383.3万 | 8,775股 | +7.5万股+850.31% | 加仓 |
| V先锋领航指数基金VB |
| 2.43% | 2.27% | $449.3万 | 1.5万股 | $354.6万 | 1.4万股 | +1,285股+9.49% | 加仓 |
| G通用动力VTI |
| 2.04% | 2.1% | $377.3万 | 1.0万股 | $327.6万 | 1.0万股 | -16股-0.16% | 减仓 |
| V先锋领航·MIDVO |
| 1.5% | 1.12% | $276.6万 | 3.4万股 | $174.9万 | 6,090股 | +2.8万股+463.65% | 加仓 |
| V先锋领航指数基金VOO |
| 1.21% | 0.89% | $223.7万 | 3,257股 | $139.9万 | 2,342股 | +915股+39.07% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.92% | 0.98% | $170.5万 | 2.4万股 | $153.0万 | 2.4万股 | +43股+0.18% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.8% | 0.55% | $148.5万 | 2.9万股 | $85.8万 | 1.7万股 | +1.2万股+70.81% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.48% | 0.53% | $88.7万 | 8,537股 | $82.7万 | 8,511股 | +26股+0.31% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.39% | 0.33% | $72.6万 | 1,390股 | $51.7万 | 1,116股 | +274股+24.55% | 加仓 |
| I景顺QQQ信托VOO |
| 0.35% | — | $64.7万 | 879股 | $0 | 0股 | +879股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.33% | 0.32% | $61.0万 | 1,727股 | $49.5万 | 1,726股 | +1股+0.06% | 加仓 |
| IiShares安硕信托IVV |
| 0.31% | 0.32% | $56.8万 | 759股 | $50.3万 | 771股 | -12股-1.56% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.28% | — | $51.0万 | 725股 | $0 | 0股 | +725股 | 新买入 |
| V先锋领航·NY TAX FREE FDSMUNY |
| 0.24% | 0.29% | $45.3万 | 4,357股 | $44.6万 | 4,357股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 0.22% | 0.24% | $41.2万 | 1,731股 | $37.0万 | 1,723股 | +8股+0.46% | 加仓 |
| IiShares安硕信托NYF |
| 0.22% | 0.26% | $40.6万 | 7,541股 | $40.1万 | 7,541股 | 00.00% | 持仓不变 |
 EATON VANCE ENHANCED EQUITY IN COMEOS |
| 0.21% | 0.29% | $37.9万 | 1.7万股 | $45.7万 | 2.2万股 | -5,118股-22.91% | 减仓 |
| IiShares安硕·COREIJR |
| 0.19% | — | $35.2万 | 2,371股 | $0 | 0股 | +2,371股 | 新买入 |
 COLUMBIA SELIGM PREM TECH GRSTK |
| 0.17% | 0.25% | $30.7万 | 5,690股 | $38.7万 | 1.0万股 | -4,500股-44.16% | 减仓 |
| V先锋领航指数基金VV |
| 0.16% | 0.16% | $29.3万 | 851股 | $25.4万 | 849股 | +2股+0.24% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.16% | 0.15% | $28.9万 | 962股 | $23.0万 | 929股 | +33股+3.55% | 加仓 |
| IiShares安硕信托TIP |
| 0.15% | 0.17% | $27.5万 | 2,511股 | $27.3万 | 2,470股 | +41股+1.66% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.14% | 0.16% | $26.3万 | 526股 | $25.2万 | 526股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.12% | — | $22.5万 | 6,655股 | $0 | 0股 | +6,655股 | 新买入 |
| S嘉信策略信托SCHF |
| 0.11% | — | $20.4万 | 7,372股 | $0 | 0股 | +7,372股 | 新买入 |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 0.05% | — | $9.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
