| V先锋领航斯科茨代尔基金BSV |
| 21.08% | 24.03% | $2,410.4万 | 30.5万股 | $2,439.9万 | 30.8万股 | -2,803股-0.91% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 17.58% | 19.84% | $2,010.5万 | 38.4万股 | $2,014.8万 | 38.3万股 | +273股+0.07% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 16.91% | 16.92% | $1,933.1万 | 55.5万股 | $1,718.4万 | 56.3万股 | -8,080股-1.43% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 11.32% | 12.04% | $1,294.6万 | 7.5万股 | $1,223.1万 | 7.7万股 | -2,516股-3.26% | 减仓 |
| V先锋领航·SMALLVBR |
| 8.98% | 9.17% | $1,026.6万 | 4.2万股 | $931.4万 | 4.3万股 | -623股-1.45% | 减仓 |
| VVANECK JPMEMLC |
| 5.71% | — | $653.0万 | 25.5万股 | $0 | 0股 | +25.5万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.08% | 4.7% | $466.0万 | 5.6万股 | $477.4万 | 5.8万股 | -1,307股-2.27% | 减仓 |
 苹果AAPL |
| 2.18% | 2.15% | $248.7万 | 8,595股 | $218.1万 | 8,595股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 1.59% | 1.76% | $181.5万 | 2.2万股 | $179.1万 | 2.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.5% | 1.43% | $171.8万 | 4,808股 | $144.8万 | 5,037股 | -229股-4.55% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.33% | 1.2% | $151.8万 | 1.5万股 | $121.9万 | 1.6万股 | -665股-4.29% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.61% | 0.63% | $69.3万 | 1.3万股 | $63.8万 | 1.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.58% | 0.57% | $66.0万 | 2,769股 | $57.7万 | 2,769股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.57% | 0.75% | $64.8万 | 2,938股 | $76.3万 | 3,229股 | -291股-9.01% | 减仓 |
| VVanEck ETF信托GDX |
| 0.52% | 0.74% | $59.6万 | 7,893股 | $75.0万 | 8,178股 | -285股-3.48% | 减仓 |
 PAYCHEX COMPAYX |
| 0.5% | 0.55% | $57.2万 | 5,817股 | $55.5万 | 6,024股 | -207股-3.44% | 减仓 |
 微软MSFT |
| 0.48% | 0.27% | $54.7万 | 1,465股 | $27.1万 | 732股 | +733股+100.14% | 加仓 |
| IiShares安硕PICK |
| 0.47% | — | $53.5万 | 9,193股 | $0 | 0股 | +9,193股 | 新买入 |
 第一资本COF |
| 0.36% | 0.37% | $40.9万 | 2,039股 | $37.2万 | 2,037股 | +2股+0.10% | 加仓 |
 艾默生电气EMR |
| 0.34% | — | $39.3万 | 2,746股 | $0 | 0股 | +2,746股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.34% | 0.37% | $38.7万 | 774股 | $37.1万 | 774股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.34% | 0.36% | $38.3万 | 1,711股 | $36.3万 | 1,785股 | -74股-4.15% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.33% | 0.32% | $38.1万 | 1.3万股 | $33.0万 | 1.3万股 | 00.00% | 持仓不变 |
 ETSY COMETSY |
| 0.33% | 0.25% | $37.7万 | 5,007股 | $25.7万 | 5,137股 | -130股-2.53% | 减仓 |
 星巴克SBUX |
| 0.32% | 0.32% | $37.0万 | 3,620股 | $32.4万 | 3,617股 | +3股+0.08% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.26% | $32.5万 | 920股 | $26.4万 | 920股 | 00.00% | 持仓不变 |
| VVanEck ETF信托BBH |
| 0.28% | — | $31.8万 | 3,235股 | $0 | 0股 | +3,235股 | 新买入 |
 BlockXYZ |
| 0.26% | 0.27% | $29.2万 | 3,838股 | $27.9万 | 4,638股 | -800股-17.25% | 减仓 |
| C花旗集团C |
| 0.23% | 0.24% | $26.5万 | 1,895股 | $23.9万 | 2,105股 | -210股-9.98% | 减仓 |
 诺华NVS |
| 0.21% | 0.23% | $24.3万 | 1,550股 | $23.7万 | 1,550股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.21% | — | $24.2万 | 582股 | $0 | 0股 | +582股 | 新买入 |
| EEBAY COMEBAY |
| 0.19% | — | $22.0万 | 1,970股 | $0 | 0股 | +1,970股 | 新买入 |
