| V先锋领航指数基金VUG |
| 11.07% | 10.84% | $5,740.1万 | 66.6万股 | $4,722.6万 | 10.8万股 | +55.8万股+516.32% | 加仓 |
| V先锋领航白厅基金VYM |
| 10.04% | 11.27% | $5,204.7万 | 32.9万股 | $4,907.7万 | 33.1万股 | -2,025股-0.61% | 减仓 |
| V先锋领航指数基金VOO |
| 9.69% | 10.13% | $5,026.7万 | 7.3万股 | $4,413.3万 | 7.4万股 | -668股-0.90% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 5.47% | 5.59% | $2,836.8万 | 56.1万股 | $2,436.7万 | 48.1万股 | +7.9万股+16.51% | 加仓 |
| PPGIM ULTRAPULS |
| 5.45% | 5.73% | $2,828.5万 | 57.1万股 | $2,494.5万 | 50.4万股 | +6.7万股+13.28% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 5.17% | 5.36% | $2,680.9万 | 111.1万股 | $2,336.8万 | 96.3万股 | +14.8万股+15.34% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 5.17% | 4.06% | $2,679.4万 | 51.3万股 | $1,769.6万 | 33.9万股 | +17.4万股+51.41% | 加仓 |
| V先锋领航指数基金VB |
| 4.56% | 4.97% | $2,363.2万 | 7.8万股 | $2,166.5万 | 8.3万股 | -4,754股-5.75% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.33% | 4.28% | $2,243.8万 | 31.5万股 | $1,866.5万 | 29.1万股 | +2.4万股+8.12% | 加仓 |
| V先锋领航·MIDVO |
| 3.23% | 0.18% | $1,673.5万 | 20.8万股 | $77.7万 | 2,705股 | +20.5万股+7,578.67% | 加仓 |
| IiShares安硕信托IEI |
| 2.52% | 2.54% | $1,304.3万 | 11.1万股 | $1,105.4万 | 9.3万股 | +1.8万股+19.16% | 加仓 |
| PPimco Active Bond ETFBOND |
| 2.5% | — | $1,294.5万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| J摩根大通交易所交易基金JMST |
| 2.42% | 2.77% | $1,253.0万 | 24.6万股 | $1,206.0万 | 23.7万股 | +9,124股+3.86% | 加仓 |
 苹果AAPL |
| 1.46% | 0.89% | $754.6万 | 2.6万股 | $386.0万 | 1.5万股 | +1.1万股+71.48% | 加仓 |
 泛林集团LRCX |
| 1.33% | 0.76% | $687.7万 | 1.6万股 | $331.7万 | 1.6万股 | +343股+2.21% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.9% | 0.92% | $465.0万 | 9.2万股 | $401.8万 | 8.0万股 | +1.2万股+15.63% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.78% | 0.83% | $403.9万 | 3.4万股 | $360.0万 | 3.7万股 | -2,826股-7.69% | 减仓 |
| S道富SPYM |
| 0.75% | 0.82% | $387.0万 | 4.4万股 | $359.0万 | 4.7万股 | -2,876股-6.13% | 减仓 |
| S道富SPYV |
| 0.73% | 0.81% | $376.4万 | 6.2万股 | $353.2万 | 6.2万股 | -499股-0.80% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.71% | 0.83% | $369.0万 | 1.4万股 | $362.0万 | 1.5万股 | -484股-3.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.6% | $341.8万 | 9,673股 | $259.4万 | 9,043股 | +630股+6.97% | 加仓 |
| IiShares安硕信托IVV |
| 0.65% | 0.68% | $335.3万 | 4,477股 | $296.6万 | 4,540股 | -63股-1.39% | 减仓 |
 英伟达NVDA |
| 0.63% | 0.62% | $325.0万 | 1.6万股 | $269.1万 | 1.5万股 | +810股+5.25% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.59% | $316.8万 | 1.3万股 | $257.9万 | 1.2万股 | +908股+7.33% | 加仓 |
 艾伯维ABBV |
| 0.58% | 0.58% | $302.0万 | 1.2万股 | $254.2万 | 1.2万股 | +312股+2.67% | 加仓 |
 UNITED RENTALSURI |
| 0.54% | 0.37% | $280.0万 | 2,472股 | $161.8万 | 2,221股 | +251股+11.30% | 加仓 |
 CloudflareNET |
| 0.53% | 0.48% | $275.5万 | 1.1万股 | $207.5万 | 1.0万股 | +1,174股+11.67% | 加仓 |
 微软MSFT |
| 0.46% | 0.47% | $237.4万 | 6,364股 | $204.5万 | 5,524股 | +840股+15.21% | 加仓 |
 福泰制药VRTX |
| 0.45% | 0.43% | $235.9万 | 4,750股 | $185.3万 | 4,150股 | +600股+14.46% | 加仓 |
 联邦快递FDX |
| 0.44% | 0.55% | $230.6万 | 7,364股 | $238.9万 | 6,709股 | +655股+9.76% | 加仓 |
 BOOKING COMBKNG |
| 0.43% | 0.41% | $223.8万 | 1.3万股 | $178.5万 | 424股 | +1.2万股+2,860.85% | 加仓 |
 家得宝HD |
| 0.42% | 0.39% | $216.9万 | 6,149股 | $169.0万 | 5,138股 | +1,011股+19.68% | 加仓 |
 好市多COST |
| 0.42% | 0.47% | $216.3万 | 2,312股 | $204.6万 | 2,053股 | +259股+12.62% | 加仓 |
 WASTE MGMT DELWM |
| 0.42% | 0.45% | $216.2万 | 9,699股 | $195.0万 | 8,487股 | +1,212股+14.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.39% | $212.3万 | 4,242股 | $171.8万 | 3,585股 | +657股+18.33% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.41% | — | $211.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 礼来LLY |
| 0.41% | <0.01% | $210.3万 | 1,753股 | $6,438 | 7股 | +1,746股+24,942.86% | 加仓 |
 洛克希德马丁LMT |
| 0.4% | 0.49% | $206.9万 | 4,061股 | $214.8万 | 3,554股 | +507股+14.27% | 加仓 |
 联合健康UNH |
| 0.39% | 0.3% | $200.3万 | 4,820股 | $131.9万 | 4,873股 | -53股-1.09% | 减仓 |
 嘉信理财SCHW |
| 0.39% | 0.4% | $200.1万 | 2.2万股 | $176.0万 | 1.9万股 | +2,952股+15.76% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.37% | 0.41% | $194.3万 | 3.8万股 | $179.9万 | 3.6万股 | +2,375股+6.60% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 0.37% | — | $193.9万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| CCIGNALIBD |
| 0.36% | 0.35% | $184.2万 | 6,683股 | $153.4万 | 5,750股 | +933股+16.23% | 加仓 |
| S道富SPSM |
| 0.35% | 0.37% | $179.9万 | 3.1万股 | $162.0万 | 3.4万股 | -2,331股-6.95% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.33% | 0.34% | $170.7万 | 2.1万股 | $147.7万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.32% | 0.33% | $167.9万 | 3.3万股 | $144.0万 | 3.2万股 | +1,783股+5.65% | 加仓 |
 PROGRESSIVEPGR |
| 0.31% | 0.34% | $162.5万 | 7,440股 | $148.8万 | 7,504股 | -64股-0.85% | 减仓 |
 黑石集团BX |
| 0.31% | 0.29% | $162.0万 | 1.4万股 | $127.0万 | 1.1万股 | +2,719股+24.62% | 加仓 |
 COOPER COSCOO |
| 0.31% | 0.37% | $159.7万 | 2.2万股 | $161.1万 | 2.3万股 | -254股-1.13% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.3% | 0.39% | $155.0万 | 1.3万股 | $168.5万 | 1.1万股 | +1,883股+17.58% | 加仓 |
