| V先锋领航指数基金VOO |
| 12.88% | 12.81% | $7,675.8万 | 11.2万股 | $6,613.0万 | 11.1万股 | +1,092股+0.99% | 加仓 |
| IiShares安硕·COREIJH |
| 11.03% | 11% | $6,574.8万 | 85.3万股 | $5,680.0万 | 84.1万股 | +1.2万股+1.37% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 7.67% | 7.72% | $4,570.4万 | 19.3万股 | $3,982.9万 | 18.5万股 | +7,955股+4.30% | 加仓 |
| A美国世纪ETF信托AVEM |
| 6.49% | 6.41% | $3,871.0万 | 40.1万股 | $3,308.2万 | 41.1万股 | -9,367股-2.28% | 减仓 |
| FFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDTDTT |
| 5.64% | 6.26% | $3,364.4万 | 140.7万股 | $3,230.2万 | 133.3万股 | +7.5万股+5.59% | 加仓 |
| IiShares安硕·COREIJR |
| 4.59% | 4.54% | $2,738.6万 | 18.5万股 | $2,345.8万 | 18.9万股 | -4,057股-2.15% | 减仓 |
| IiShares安硕信托IEFA |
| 4.38% | 4.66% | $2,613.1万 | 27.1万股 | $2,403.4万 | 26.5万股 | +5,085股+1.92% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 4.31% | 5.64% | $2,570.8万 | 27.2万股 | $2,912.3万 | 30.5万股 | -3.3万股-10.91% | 减仓 |
| A美国世纪ETF信托AVSC |
| 3.14% | 3.07% | $1,871.1万 | 25.5万股 | $1,582.9万 | 25.4万股 | +1,053股+0.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.89% | 2.95% | $1,724.9万 | 2.3万股 | $1,520.6万 | 2.3万股 | -284股-1.21% | 减仓 |
 可口可乐KO |
| 1.8% | 1.62% | $1,071.0万 | 13.2万股 | $835.4万 | 11.0万股 | +2.2万股+19.96% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.44% | 1.6% | $857.9万 | 17.0万股 | $826.7万 | 16.3万股 | +6,287股+3.85% | 加仓 |
| IiShares安硕信托IWV |
| 1.27% | 1.28% | $757.5万 | 1.8万股 | $662.1万 | 1.8万股 | -95股-0.53% | 减仓 |
| G通用动力VTI |
| 1.26% | 1.23% | $751.7万 | 2.0万股 | $636.0万 | 2.0万股 | +490股+2.47% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 1.2% | 1.45% | $712.8万 | 14.8万股 | $750.8万 | 16.1万股 | -1.3万股-7.79% | 减仓 |
 苹果AAPL |
| 0.97% | 1.01% | $579.1万 | 2.0万股 | $519.4万 | 2.0万股 | -454股-2.22% | 减仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.91% | $514.1万 | 6,865股 | $470.3万 | 7,200股 | -335股-4.65% | 减仓 |
| IiShares安硕信托AGG |
| 0.78% | — | $465.0万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 微软MSFT |
| 0.71% | 0.8% | $423.2万 | 1.1万股 | $411.0万 | 1.1万股 | +240股+2.16% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.69% | 0.79% | $409.4万 | 8.2万股 | $408.6万 | 8.2万股 | -299股-0.37% | 减仓 |
 博通AVGO |
| 0.64% | 0.6% | $380.4万 | 1.0万股 | $307.4万 | 9,931股 | +140股+1.41% | 加仓 |
 摩根大通JPM |
| 0.62% | 0.62% | $367.2万 | 1.1万股 | $322.2万 | 1.1万股 | +264股+2.41% | 加仓 |
 CSX铁路CSX |
| 0.61% | 0.61% | $365.7万 | 7.7万股 | $315.8万 | 7.7万股 | +5股+0.01% | 加仓 |
 家得宝HD |
| 0.6% | 0.66% | $360.6万 | 1.0万股 | $340.3万 | 1.0万股 | -122股-1.18% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.57% | 0.6% | $338.2万 | 1.1万股 | $308.4万 | 1.1万股 | +5股+0.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.56% | 0.52% | $336.1万 | 9,514股 | $269.5万 | 9,394股 | +120股+1.28% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.55% | 0.55% | $328.6万 | 4,671股 | $281.4万 | 4,562股 | +109股+2.39% | 加仓 |
 南方电力SO |
| 0.54% | 0.63% | $320.4万 | 3.3万股 | $325.7万 | 3.4万股 | -270股-0.80% | 减仓 |
 礼来LLY |
| 0.49% | 0.44% | $291.0万 | 2,426股 | $229.6万 | 2,496股 | -70股-2.80% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.47% | 0.48% | $281.4万 | 9.7万股 | $247.6万 | 9.9万股 | -1,472股-1.49% | 减仓 |
 英伟达NVDA |
| 0.45% | 0.41% | $270.9万 | 1.4万股 | $210.3万 | 1.2万股 | +1,478股+12.26% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 0.45% | 0.27% | $268.8万 | 7.7万股 | $140.0万 | 4.2万股 | +3.5万股+84.63% | 加仓 |
| S嘉信策略信托SCHF |
| 0.43% | 0.45% | $255.0万 | 9.2万股 | $232.4万 | 9.4万股 | -1,871股-1.99% | 减仓 |
 强生JNJ |
| 0.42% | 0.48% | $248.5万 | 9,783股 | $248.8万 | 1.0万股 | -396股-3.89% | 减仓 |
 谷歌AGOOGL |
| 0.41% | 0.38% | $243.5万 | 6,814股 | $194.8万 | 6,774股 | +40股+0.59% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.4% | 0.41% | $236.7万 | 3.1万股 | $212.9万 | 3.1万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.39% | 0.38% | $231.8万 | 9,727股 | $196.1万 | 9,416股 | +311股+3.30% | 加仓 |
| S嘉信策略信托SCHE |
| 0.36% | 0.38% | $215.1万 | 5.9万股 | $197.8万 | 6.0万股 | -693股-1.15% | 减仓 |
 思科CSCO |
| 0.35% | 0.25% | $209.8万 | 1.8万股 | $127.5万 | 1.6万股 | +1,428股+8.69% | 加仓 |
 艾伯维ABBV |
| 0.34% | 0.34% | $203.6万 | 8,090股 | $177.9万 | 8,180股 | -90股-1.10% | 减仓 |
 宝洁PG |
| 0.34% | 0.39% | $200.4万 | 1.4万股 | $198.9万 | 1.4万股 | -107股-0.78% | 减仓 |
| IiShares安硕信托IVW |
| 0.33% | 0.28% | $198.1万 | 1.4万股 | $146.5万 | 1.3万股 | +1,456股+11.24% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.3% | 0.28% | $179.4万 | 1.6万股 | $142.0万 | 1.5万股 | +1,659股+11.36% | 加仓 |
| PProShares信托NOBL |
| 0.28% | 0.41% | $168.5万 | 3.0万股 | $209.4万 | 2.0万股 | +1.0万股+51.85% | 加仓 |
 雪佛龙CVX |
| 0.28% | 0.38% | $168.1万 | 1.0万股 | $194.9万 | 9,422股 | +716股+7.60% | 加仓 |
 联合健康UNH |
| 0.28% | 0.17% | $164.3万 | 3,953股 | $87.1万 | 3,218股 | +735股+22.84% | 加仓 |
 康明斯CMI |
| 0.27% | 0.15% | $159.2万 | 2,232股 | $79.7万 | 1,481股 | +751股+50.71% | 加仓 |
| S嘉信·USSCHA |
| 0.26% | 0.26% | $154.7万 | 4.3万股 | $135.7万 | 4.7万股 | -3,825股-8.20% | 减仓 |
 卡特彼勒CAT |
| 0.24% | 0.19% | $142.5万 | 1,338股 | $98.9万 | 1,396股 | -58股-4.15% | 减仓 |
 REGENCY CTRS CORP REITREG |
| 0.24% | 0.3% | $140.6万 | 1.8万股 | $152.3万 | 2.0万股 | -2,500股-12.42% | 减仓 |
