| V先锋领航指数基金VUG |
| 16.58% | 15.03% | $1.33亿 | 154.4万股 | $1.08亿 | 24.8万股 | +129.6万股+522.71% | 加仓 |
| IiShares安硕信托SHV |
| 8.34% | 7.96% | $6,694.3万 | 60.7万股 | $5,734.8万 | 52.0万股 | +8.7万股+16.77% | 加仓 |
| V先锋领航STAR基金VXUS |
| 6.83% | 6.89% | $5,480.4万 | 64.1万股 | $4,963.3万 | 64.4万股 | -2,601股-0.40% | 减仓 |
| V先锋领航白厅基金VYM |
| 6.73% | 7.87% | $5,399.6万 | 34.2万股 | $5,672.3万 | 38.3万股 | -4.1万股-10.79% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.85% | 4.22% | $3,088.7万 | 39.1万股 | $3,041.3万 | 38.4万股 | +7,163股+1.87% | 加仓 |
| V先锋领航全球基金VGT |
| 3.77% | 3.13% | $3,024.2万 | 25.3万股 | $2,259.7万 | 3.2万股 | +22.1万股+681.29% | 加仓 |
| V先锋领航·TOTALBND |
| 3.61% | 3.92% | $2,894.2万 | 39.4万股 | $2,823.3万 | 38.3万股 | +1.1万股+2.83% | 加仓 |
| V先锋领航指数基金VTV |
| 3.5% | 3.57% | $2,810.0万 | 12.9万股 | $2,574.1万 | 13.1万股 | -2,259股-1.72% | 减仓 |
| S嘉信策略信托SCHD |
| 3.3% | 2.91% | $2,649.0万 | 83.5万股 | $2,100.8万 | 68.5万股 | +15.1万股+22.00% | 加仓 |
| IiShares安硕信托IGM |
| 2.63% | 2.03% | $2,107.3万 | 12.9万股 | $1,462.7万 | 12.3万股 | +5,400股+4.38% | 加仓 |
| IiShares安硕信托IXUS |
| 2.18% | 2.23% | $1,745.6万 | 18.3万股 | $1,609.5万 | 18.6万股 | -2,863股-1.54% | 减仓 |
| IiShares黄金信托IAU |
| 1.85% | 2.37% | $1,480.5万 | 19.6万股 | $1,706.5万 | 19.4万股 | +2,497股+1.29% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.73% | 2.21% | $1,392.1万 | 16.8万股 | $1,591.4万 | 19.2万股 | -2.4万股-12.42% | 减仓 |
| V先锋领航指数基金VOO |
| 1.58% | 1.56% | $1,268.3万 | 1.8万股 | $1,124.1万 | 1.9万股 | -346股-1.84% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.53% | 1.56% | $1,229.1万 | 5.2万股 | $1,125.6万 | 5.2万股 | -393股-0.75% | 减仓 |
| IiShares安硕信托DVY |
| 1.36% | 1.48% | $1,094.5万 | 7.0万股 | $1,069.6万 | 7.1万股 | -615股-0.87% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.35% | 1.33% | $1,083.9万 | 8.7万股 | $958.7万 | 2.2万股 | +6.5万股+288.23% | 加仓 |
| V先锋领航债券指数基金BSV |
| 1.21% | 1.31% | $971.9万 | 12.5万股 | $943.9万 | 12.0万股 | +4,369股+3.63% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.13% | 0.99% | $907.3万 | 9.9万股 | $714.9万 | 7.8万股 | +2.1万股+26.91% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.12% | 1.18% | $899.4万 | 17.9万股 | $848.2万 | 17.0万股 | +9,249股+5.45% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.11% | 1.11% | $890.3万 | 3.7万股 | $803.2万 | 3.7万股 | -329股-0.89% | 减仓 |
| V先锋领航指数基金VB |
| 1.01% | 0.98% | $806.7万 | 2.7万股 | $705.2万 | 2.7万股 | -310股-1.15% | 减仓 |
| I景顺QQQ信托VOO |
| 0.9% | 0.78% | $724.4万 | 9,837股 | $562.2万 | 9,741股 | +96股+0.99% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.89% | 0.93% | $710.4万 | 2.4万股 | $673.8万 | 2.5万股 | -983股-3.97% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.82% | 0.78% | $658.9万 | 8.0万股 | $559.4万 | 7.8万股 | +2,025股+2.60% | 加仓 |
 苹果AAPL |
| 0.78% | 0.78% | $626.1万 | 2.2万股 | $561.8万 | 2.2万股 | -501股-2.26% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.78% | 0.73% | $622.2万 | 4.7万股 | $523.5万 | 4.7万股 | +428股+0.92% | 加仓 |
| V先锋领航·MIDVO |
| 0.72% | 0.71% | $579.5万 | 7.2万股 | $510.0万 | 1.8万股 | +5.4万股+305.00% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.65% | 0.73% | $523.8万 | 5.4万股 | $526.6万 | 5.9万股 | -5,046股-8.50% | 减仓 |
| G通用动力VTI |
| 0.62% | 0.61% | $498.9万 | 1.3万股 | $439.5万 | 1.4万股 | -217股-1.58% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.59% | 0.64% | $472.0万 | 8.1万股 | $464.6万 | 7.9万股 | +1,744股+2.20% | 加仓 |
| IiShares安硕信托IUSB |
| 0.54% | 0.55% | $435.3万 | 9.4万股 | $393.1万 | 8.5万股 | +9,228股+10.84% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.49% | $422.3万 | 1.2万股 | $354.2万 | 1.2万股 | -396股-3.21% | 减仓 |
| V先锋领航指数基金VOT |
| 0.52% | 0.47% | $416.1万 | 1.4万股 | $340.0万 | 1.3万股 | +373股+2.82% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.47% | 0.48% | $376.2万 | 1.9万股 | $346.8万 | 1.9万股 | +221股+1.17% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.47% | 0.53% | $375.2万 | 4.9万股 | $380.5万 | 4.9万股 | -381股-0.77% | 减仓 |
| V先锋领航全球基金VPU |
| 0.43% | 0.51% | $344.7万 | 1.8万股 | $371.0万 | 1.9万股 | -1,114股-5.95% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.42% | 0.39% | $338.5万 | 4,533股 | $282.4万 | 4,342股 | +191股+4.40% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.38% | $316.2万 | 8,848股 | $276.9万 | 9,628股 | -780股-8.10% | 减仓 |
 微软MSFT |
| 0.37% | 0.46% | $298.9万 | 8,014股 | $328.9万 | 8,884股 | -870股-9.79% | 减仓 |
| IiShares安硕信托ITOT |
| 0.35% | 0.34% | $284.6万 | 1.7万股 | $243.1万 | 1.7万股 | +194股+1.13% | 加仓 |
| IiShares安硕信托GVI |
| 0.35% | 0.37% | $282.3万 | 2.6万股 | $266.2万 | 2.5万股 | +1,150股+4.59% | 加仓 |
 阿斯利康AZN |
| 0.35% | 0.42% | $280.4万 | 1.5万股 | $300.0万 | 1.5万股 | -423股-2.78% | 减仓 |
| S嘉信·USSCHP |
| 0.33% | 0.36% | $262.8万 | 9.9万股 | $258.0万 | 9.7万股 | +2,219股+2.29% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.31% | $257.0万 | 1.1万股 | $225.7万 | 1.1万股 | -52股-0.48% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.32% | 0.37% | $253.4万 | 4.2万股 | $264.8万 | 4.9万股 | -6,547股-13.36% | 减仓 |
 卡特彼勒CAT |
| 0.3% | 0.24% | $241.4万 | 2,267股 | $173.5万 | 2,449股 | -182股-7.43% | 减仓 |
| SSPDR黄金信托GLD |
| 0.29% | 0.41% | $232.1万 | 6,301股 | $296.2万 | 6,883股 | -582股-8.46% | 减仓 |
| IiShares安硕·S&PIUSG |
| 0.29% | 0.27% | $230.5万 | 1.2万股 | $191.1万 | 1.2万股 | -65股-0.53% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.28% | 0.26% | $224.3万 | 1.3万股 | $186.5万 | 1.3万股 | -329股-2.55% | 减仓 |
