| SSPDR标普500 ETFSPY |
| 22.19% | 22.49% | $5.03亿 | 126.9万股 | $4.81亿 | 128.6万股 | -1.7万股-1.31% | 减仓 |
| V先锋领航白厅基金VYM |
| 9.96% | 9.48% | $2.26亿 | 223.4万股 | $2.03亿 | 221.4万股 | +1.9万股+0.87% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.93% | 7.16% | $1.57亿 | 320.0万股 | $1.53亿 | 324.2万股 | -4.2万股-1.29% | 减仓 |
| V先锋领航指数基金VV |
| 6.48% | 6.59% | $1.47亿 | 79.3万股 | $1.41亿 | 80.1万股 | -8,636股-1.08% | 减仓 |
| V先锋领航·FSTEVWO |
| 5.82% | 6% | $1.32亿 | 253.3万股 | $1.28亿 | 255.9万股 | -2.6万股-1.01% | 减仓 |
| V先锋领航·TOTALBND |
| 4.85% | 4.65% | $1.10亿 | 129.6万股 | $9,938.5万 | 112.7万股 | +17.0万股+15.04% | 加仓 |
| V先锋领航指数基金VXF |
| 4.55% | 4.59% | $1.03亿 | 58.2万股 | $9,819.7万 | 59.6万股 | -1.4万股-2.33% | 减仓 |
| V先锋领航指数基金VB |
| 4.54% | 4.57% | $1.03亿 | 48.1万股 | $9,761.1万 | 50.1万股 | -2.1万股-4.11% | 减仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 3.35% | 3.83% | $7,603.7万 | 150.6万股 | $8,197.4万 | 162.1万股 | -11.4万股-7.06% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.28% | 2.3% | $5,169.7万 | 82.5万股 | $4,912.1万 | 81.7万股 | +8,010股+0.98% | 加仓 |
 微软MSFT |
| 1.84% | 1.87% | $4,179.5万 | 17.7万股 | $4,001.2万 | 18.0万股 | -2,624股-1.46% | 减仓 |
 苹果AAPL |
| 1.64% | 1.88% | $3,706.4万 | 30.3万股 | $4,018.1万 | 30.3万股 | +614股+0.20% | 加仓 |
| IiShares黄金信托IAUUSD |
| 1.35% | 1.41% | $3,056.7万 | 188.0万股 | $3,019.3万 | 166.5万股 | +21.5万股+12.88% | 加仓 |
| G通用动力VTI |
| 1.34% | 1.34% | $3,038.9万 | 14.7万股 | $2,868.1万 | 14.7万股 | -326股-0.22% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.04% | 1.08% | $2,366.4万 | 39.0万股 | $2,300.8万 | 39.4万股 | -4,261股-1.08% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.02% | 1.03% | $2,315.5万 | 10.3万股 | $2,209.4万 | 10.4万股 | -849股-0.81% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.73% | 0.72% | $1,660.2万 | 7.5万股 | $1,535.0万 | 7.8万股 | -3,147股-4.02% | 减仓 |
| IiShares安硕·COREIJR |
| 0.7% | 0.65% | $1,590.8万 | 14.7万股 | $1,381.2万 | 15.0万股 | -3,711股-2.47% | 减仓 |
| IiShares安硕信托IVV |
| 0.66% | 0.66% | $1,492.9万 | 3.8万股 | $1,421.7万 | 3.8万股 | -346股-0.91% | 减仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 0.65% | 0.66% | $1,473.1万 | 42.4万股 | $1,414.2万 | 43.2万股 | -8,169股-1.89% | 减仓 |
 强生JNJ |
| 0.65% | 0.65% | $1,472.2万 | 9.0万股 | $1,392.1万 | 8.8万股 | +1,119股+1.27% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.59% | 0.51% | $1,346.7万 | 38.1万股 | $1,084.0万 | 32.1万股 | +6.0万股+18.57% | 加仓 |
| IiShares安硕信托AGG |
| 0.59% | 0.32% | $1,327.6万 | 11.7万股 | $691.6万 | 5.9万股 | +5.8万股+99.32% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.58% | 0.57% | $1,307.0万 | 17.2万股 | $1,223.8万 | 16.8万股 | +4,542股+2.71% | 加仓 |
| IiShares安硕信托IEFA |
| 0.56% | 0.55% | $1,265.3万 | 17.6万股 | $1,183.0万 | 17.1万股 | +4,382股+2.56% | 加仓 |
 亚马逊AMZN |
| 0.56% | 0.66% | $1,258.7万 | 4,068股 | $1,412.2万 | 4,336股 | -268股-6.18% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.36% | 0.28% | $813.8万 | 18.6万股 | $593.2万 | 14.1万股 | +4.5万股+32.10% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.32% | 0.29% | $719.4万 | 7.1万股 | $629.3万 | 6.2万股 | +8,927股+14.48% | 加仓 |
| IiShares安硕IEMG |
| 0.3% | 0.31% | $690.6万 | 10.7万股 | $666.5万 | 10.7万股 | -124股-0.12% | 减仓 |
| V先锋领航指数基金VTV |
| 0.29% | 0.28% | $654.8万 | 5.0万股 | $595.5万 | 5.0万股 | -243股-0.49% | 减仓 |
| PPACER FDS TR TRENDPILOT INTLPTIN |
| 0.28% | 0.29% | $626.6万 | 22.7万股 | $611.9万 | 23.1万股 | -4,533股-1.96% | 减仓 |
| G高盛ETF信托JUST |
| 0.27% | 0.24% | $607.4万 | 10.5万股 | $511.3万 | 9.4万股 | +1.1万股+12.01% | 加仓 |
 埃克森美孚XOM |
| 0.24% | 0.18% | $543.4万 | 9.7万股 | $374.2万 | 9.1万股 | +6,547股+7.21% | 加仓 |
 摩根大通JPM |
| 0.23% | 0.21% | $512.7万 | 3.4万股 | $440.7万 | 3.5万股 | -1,006股-2.90% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.23% | 0.17% | $511.4万 | 9.3万股 | $369.6万 | 6.5万股 | +2.8万股+42.96% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.21% | 0.14% | $479.7万 | 1.9万股 | $299.2万 | 1.3万股 | +5,873股+45.51% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.21% | 0.22% | $472.4万 | 3.2万股 | $464.4万 | 3.3万股 | -780股-2.37% | 减仓 |
| V先锋领航指数基金VOO |
| 0.21% | 0.2% | $464.7万 | 1.3万股 | $425.3万 | 1.2万股 | +384股+3.10% | 加仓 |
 宝洁PG |
| 0.19% | 0.19% | $438.5万 | 3.2万股 | $397.7万 | 2.9万股 | +3,795股+13.28% | 加仓 |
| V先锋领航指数基金VUG |
| 0.19% | 0.21% | $428.1万 | 1.7万股 | $442.5万 | 1.7万股 | -811股-4.64% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.19% | 0.16% | $420.0万 | 3.2万股 | $336.5万 | 2.6万股 | +6,158股+23.50% | 加仓 |
| SSPDR黄金信托GLD |
| 0.18% | 0.21% | $397.6万 | 2.5万股 | $443.2万 | 2.5万股 | +9股+0.04% | 加仓 |
 辉瑞PFE |
| 0.17% | 0.17% | $386.2万 | 10.7万股 | $373.2万 | 10.1万股 | +5,206股+5.14% | 加仓 |
 雪佛龙CVX |
| 0.17% | 0.14% | $378.0万 | 3.6万股 | $293.9万 | 3.5万股 | +1,277股+3.67% | 加仓 |
| IiShares安硕信托IWD |
| 0.15% | 0.15% | $348.6万 | 2.3万股 | $314.0万 | 2.3万股 | +42股+0.18% | 加仓 |
 谷歌AGOOGL |
| 0.15% | 0.14% | $341.6万 | 1,656股 | $291.7万 | 1,664股 | -8股-0.48% | 减仓 |
| IiShares安硕信托IWV |
| 0.15% | 0.15% | $340.5万 | 1.4万股 | $324.3万 | 1.5万股 | -154股-1.06% | 减仓 |
 DANAHER DEL COMDHR |
| 0.15% | 0.16% | $330.9万 | 1.5万股 | $337.9万 | 1.5万股 | -513股-3.37% | 减仓 |
 道明尼能源D |
| 0.15% | 0.15% | $330.3万 | 4.3万股 | $315.9万 | 4.2万股 | +1,470股+3.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.13% | $322.7万 | 1,560股 | $277.5万 | 1,584股 | -24股-1.52% | 减仓 |
