| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 9.72% | 8.42% | $3,741.5万 | 110.6万股 | $2,874.6万 | 98.7万股 | +11.9万股+12.04% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 9.23% | 9.47% | $3,553.9万 | 15.0万股 | $3,231.2万 | 15.0万股 | -49股-0.03% | 减仓 |
| S嘉信策略信托SCHM |
| 7.35% | 6.9% | $2,830.9万 | 76.8万股 | $2,356.1万 | 76.1万股 | +6,778股+0.89% | 加仓 |
| IiShares安硕信托STIP |
| 6.97% | 7.54% | $2,685.6万 | 26.3万股 | $2,571.9万 | 24.9万股 | +1.4万股+5.72% | 加仓 |
| S嘉信·USSCHP |
| 6.87% | 7.22% | $2,646.7万 | 99.9万股 | $2,463.8万 | 92.6万股 | +7.3万股+7.87% | 加仓 |
| S嘉信·USSCHA |
| 6.68% | 5.39% | $2,573.9万 | 71.2万股 | $1,840.6万 | 63.3万股 | +7.9万股+12.55% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 6.47% | 6.43% | $2,491.7万 | 49.3万股 | $2,193.1万 | 44.0万股 | +5.3万股+12.07% | 加仓 |
| V先锋领航STAR基金VXUS |
| 6.3% | 6.59% | $2,427.3万 | 28.4万股 | $2,249.7万 | 29.2万股 | -7,828股-2.68% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.64% | 5.71% | $2,172.4万 | 62.4万股 | $1,948.0万 | 63.9万股 | -1.5万股-2.29% | 减仓 |
| IiShares安硕信托EFG |
| 5.63% | 5.31% | $2,166.5万 | 17.4万股 | $1,812.9万 | 16.3万股 | +1.1万股+6.97% | 加仓 |
| V先锋领航白厅基金VYM |
| 4.28% | 4.54% | $1,646.6万 | 10.4万股 | $1,550.7万 | 10.5万股 | -506股-0.48% | 减仓 |
| S嘉信策略信托SCHF |
| 3.54% | 4.15% | $1,364.1万 | 49.2万股 | $1,417.7万 | 57.3万股 | -8.0万股-14.03% | 减仓 |
| S嘉信策略信托SCHE |
| 2.69% | 2.78% | $1,034.9万 | 28.5万股 | $948.0万 | 28.8万股 | -2,295股-0.80% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.25% | 2.32% | $866.1万 | 14.5万股 | $791.1万 | 14.6万股 | -1,276股-0.87% | 减仓 |
| IiShares安硕信托EFV |
| 2.02% | 2.22% | $777.8万 | 10.2万股 | $756.6万 | 10.2万股 | -150股-0.15% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.5% | 1.48% | $579.0万 | 1.4万股 | $503.6万 | 1.4万股 | +15股+0.11% | 加仓 |
 NORDSONNDSN |
| 1.12% | 1.17% | $432.0万 | 1.4万股 | $399.0万 | 1.5万股 | -678股-4.52% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.04% | 1.14% | $399.0万 | 8.5万股 | $389.5万 | 8.3万股 | +2,278股+2.75% | 加仓 |
| S嘉信·USSCHX |
| 0.92% | 0.91% | $355.8万 | 12.1万股 | $310.9万 | 12.1万股 | -347股-0.29% | 减仓 |
| IiShares安硕信托IUSB |
| 0.8% | 0.83% | $306.6万 | 6.6万股 | $283.2万 | 6.1万股 | +5,125股+8.36% | 加仓 |
 埃克森美孚XOM |
| 0.75% | 1.05% | $288.6万 | 2.1万股 | $358.1万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.65% | 0.61% | $250.5万 | 8,339股 | $208.9万 | 8,425股 | -86股-1.02% | 减仓 |
| IiShares安硕信托IVV |
| 0.53% | 0.52% | $205.5万 | 2,743股 | $179.0万 | 2,740股 | +3股+0.11% | 加仓 |
 苹果AAPL |
| 0.46% | 0.46% | $175.4万 | 6,061股 | $157.6万 | 6,210股 | -149股-2.40% | 减仓 |
| G通用动力VTI |
| 0.45% | 0.44% | $174.9万 | 4,727股 | $151.5万 | 4,722股 | +5股+0.11% | 加仓 |
| IiShares安硕信托IWD |
| 0.38% | 0.38% | $147.3万 | 6,077股 | $129.5万 | 6,061股 | +16股+0.26% | 加仓 |
| SSPDR道富指数基金WDIV |
| 0.38% | 0.41% | $147.2万 | 1.8万股 | $141.2万 | 1.8万股 | +122股+0.67% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.37% | 0.41% | $143.9万 | 6.2万股 | $139.6万 | 6.0万股 | +2,101股+3.49% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.36% | 0.37% | $137.9万 | 2.7万股 | $126.0万 | 2.8万股 | -248股-0.90% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.36% | 0.4% | $136.9万 | 2.8万股 | $136.6万 | 2.9万股 | -768股-2.63% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.35% | 0.34% | $135.2万 | 1.1万股 | $116.1万 | 2,722股 | +8,165股+299.96% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.34% | 0.34% | $130.4万 | 1.2万股 | $114.7万 | 1.2万股 | +31股+0.26% | 加仓 |
 微软MSFT |
| 0.31% | 0.35% | $118.6万 | 3,180股 | $117.9万 | 3,184股 | -4股-0.13% | 减仓 |
| VVanEck ETF信托GDX |
| 0.28% | 0.38% | $107.2万 | 1.4万股 | $130.4万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.23% | 0.22% | $87.5万 | 1.0万股 | $73.9万 | 1,693股 | +8,465股+500.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.2% | 0.2% | $77.6万 | 1,039股 | $68.9万 | 1,060股 | -21股-1.98% | 减仓 |
 英伟达NVDA |
| 0.17% | 0.17% | $67.0万 | 3,348股 | $58.4万 | 3,347股 | +1股+0.03% | 加仓 |
 亚马逊AMZN |
| 0.17% | 0.19% | $65.8万 | 2,762股 | $63.2万 | 3,034股 | -272股-8.97% | 减仓 |
 AMGEN COMAMGN |
| 0.14% | 0.16% | $54.5万 | 1,505股 | $53.0万 | 1,505股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.13% | 0.1% | $51.3万 | 481股 | $34.0万 | 481股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.12% | $48.1万 | 1,361股 | $40.7万 | 1,418股 | -57股-4.02% | 减仓 |
| IiShares安硕信托IEFA |
| 0.12% | 0.13% | $46.2万 | 4,787股 | $43.3万 | 4,785股 | +2股+0.04% | 加仓 |
 谷歌AGOOGL |
| 0.11% | 0.1% | $41.7万 | 1,166股 | $35.5万 | 1,233股 | -67股-5.43% | 减仓 |
| V先锋领航·MIDVO |
| 0.1% | 0.1% | $39.8万 | 4,934股 | $35.4万 | 1,233股 | +3,701股+300.16% | 加仓 |
| I景顺QQQ信托VOO |
| 0.09% | 0.08% | $35.3万 | 479股 | $27.6万 | 479股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.09% | 0.09% | $34.5万 | 914股 | $29.1万 | 939股 | -25股-2.66% | 减仓 |
 康宁GLW |
| 0.08% | — | $32.6万 | 1,277股 | $0 | 0股 | +1,277股 | 新买入 |
| IiShares安硕信托GJS |
| 0.08% | 0.11% | $30.5万 | 1.3万股 | $38.5万 | 1.7万股 | -3,407股-20.29% | 减仓 |
 BROADSTONE NET LEASEBNL |
| 0.08% | 0.08% | $29.8万 | 1.4万股 | $26.3万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.07% | 0.07% | $28.2万 | 411股 | $24.5万 | 411股 | 00.00% | 持仓不变 |
