| IiShares安硕信托ITOT |
| 10.65% | 10.1% | $7,052.7万 | 42.9万股 | $5,925.0万 | 41.6万股 | +1.3万股+3.21% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.96% | 5.9% | $3,948.5万 | 113.4万股 | $3,462.1万 | 113.5万股 | -811股-0.07% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.48% | 3.4% | $2,304.9万 | 68.1万股 | $1,995.5万 | 68.5万股 | -3,901股-0.57% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 3.44% | 3.37% | $2,277.1万 | 78.0万股 | $1,976.5万 | 77.9万股 | +1,006股+0.13% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.08% | 3.36% | $2,040.4万 | 34.6万股 | $1,974.2万 | 33.2万股 | +1.4万股+4.36% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 3% | 3.29% | $1,986.5万 | 19.3万股 | $1,929.6万 | 19.3万股 | -461股-0.24% | 减仓 |
| S嘉信策略信托SCHD |
| 2.95% | 3.24% | $1,954.1万 | 61.6万股 | $1,902.6万 | 62.0万股 | -3,903股-0.63% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 2.51% | 2.78% | $1,660.7万 | 34.8万股 | $1,633.5万 | 34.1万股 | +6,615股+1.94% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.39% | 2.26% | $1,582.9万 | 37.9万股 | $1,327.7万 | 36.1万股 | +1.8万股+5.03% | 加仓 |
| G通用动力VTI |
| 2.39% | 2.44% | $1,581.9万 | 4.3万股 | $1,430.7万 | 4.5万股 | -1,846股-4.14% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.29% | 2.21% | $1,517.0万 | 37.3万股 | $1,295.4万 | 37.5万股 | -1,655股-0.44% | 减仓 |
| AALPS ETF信托IDOG |
| 2.12% | 2.43% | $1,403.0万 | 34.1万股 | $1,423.3万 | 34.2万股 | -1,023股-0.30% | 减仓 |
| DDimensional维度ETF信托DFNM |
| 1.99% | 2.02% | $1,319.1万 | 27.3万股 | $1,187.3万 | 24.8万股 | +2.5万股+10.17% | 加仓 |
| S嘉信策略信托SCHF |
| 1.91% | 1.93% | $1,265.8万 | 45.7万股 | $1,131.1万 | 45.7万股 | -33股-0.01% | 减仓 |
| IiShares安硕信托IDEV |
| 1.8% | 1.83% | $1,193.5万 | 13.4万股 | $1,072.8万 | 12.8万股 | +5,709股+4.45% | 加仓 |
| DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 1.78% | 1.81% | $1,181.5万 | 34.6万股 | $1,062.0万 | 33.0万股 | +1.7万股+5.05% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.75% | 1.86% | $1,158.9万 | 23.1万股 | $1,090.7万 | 21.8万股 | +1.2万股+5.66% | 加仓 |
| SSPDR道富系列信托HYMB |
| 1.54% | 1.71% | $1,017.9万 | 40.0万股 | $1,005.2万 | 40.5万股 | -5,212股-1.29% | 减仓 |
| IiShares安硕信托EFV |
| 1.35% | 1.45% | $891.6万 | 11.6万股 | $852.6万 | 11.5万股 | +1,803股+1.57% | 加仓 |
 博通AVGO |
| 1.17% | 1.08% | $775.2万 | 2.1万股 | $632.6万 | 2.0万股 | +83股+0.41% | 加仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 1.09% | 1.11% | $723.0万 | 17.8万股 | $652.4万 | 17.8万股 | -535股-0.30% | 减仓 |
 英伟达NVDA |
| 1.07% | 1.24% | $709.5万 | 3.5万股 | $726.7万 | 4.2万股 | -6,212股-14.91% | 减仓 |
 苹果AAPL |
| 1.06% | 1.03% | $702.7万 | 2.4万股 | $607.3万 | 2.4万股 | +354股+1.48% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.04% | 1.02% | $690.7万 | 7.6万股 | $601.5万 | 7.6万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.98% | 0.93% | $648.2万 | 7.8万股 | $543.5万 | 7.8万股 | +325股+0.42% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.9% | 1.02% | $595.4万 | 10.5万股 | $595.8万 | 10.5万股 | +306股+0.29% | 加仓 |
| AAvantis·U SAVUV |
| 0.87% | 0.9% | $576.5万 | 4.6万股 | $528.7万 | 4.8万股 | -1,649股-3.45% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.84% | 0.85% | $557.8万 | 7.8万股 | $497.8万 | 7.8万股 | +608股+0.78% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.8% | 0.81% | $528.9万 | 2.2万股 | $476.7万 | 2.2万股 | +188股+0.85% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.76% | 0.86% | $501.1万 | 9.8万股 | $506.8万 | 10.0万股 | -2,493股-2.49% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.59% | $435.3万 | 1.2万股 | $348.5万 | 1.2万股 | +61股+0.50% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.64% | 0.64% | $425.2万 | 2.9万股 | $374.3万 | 2.9万股 | -175股-0.60% | 减仓 |
 亚马逊AMZN |
| 0.61% | 0.59% | $407.0万 | 1.7万股 | $344.2万 | 1.7万股 | +551股+3.33% | 加仓 |
 摩根大通JPM |
| 0.6% | 0.6% | $399.0万 | 1.2万股 | $353.7万 | 1.2万股 | +163股+1.36% | 加仓 |
| IiShares安硕信托IWS |
| 0.59% | 0.6% | $390.0万 | 2.4万股 | $352.3万 | 2.4万股 | -478股-1.98% | 减仓 |
 微软MSFT |
| 0.59% | 0.64% | $389.9万 | 1.0万股 | $373.8万 | 1.0万股 | +353股+3.50% | 加仓 |
| A美国世纪ETF信托AVEM |
| 0.58% | 0.54% | $382.6万 | 4.0万股 | $319.6万 | 4.0万股 | -7股-0.02% | 减仓 |
| IiShares安硕信托IDV |
| 0.57% | 0.65% | $380.0万 | 9.2万股 | $380.5万 | 8.9万股 | +2,318股+2.59% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 0.57% | 0.72% | $374.6万 | 15.4万股 | $421.8万 | 17.5万股 | -2.1万股-12.07% | 减仓 |
| SSPDR道富指数基金EWX |
| 0.54% | 0.52% | $360.1万 | 4.8万股 | $307.8万 | 4.7万股 | +1,911股+4.11% | 加仓 |
| S道富SPYV |
| 0.49% | 0.51% | $321.7万 | 5.3万股 | $299.4万 | 5.3万股 | -10股-0.02% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.48% | 0.5% | $314.8万 | 5.6万股 | $291.1万 | 5.5万股 | +290股+0.52% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.47% | 0.48% | $311.4万 | 5.2万股 | $280.6万 | 5.2万股 | +246股+0.47% | 加仓 |
| AALPS O SHRS U S SML CP QLTY DIV ETFOUSM |
| 0.47% | 0.49% | $309.4万 | 6.5万股 | $287.9万 | 6.6万股 | -720股-1.09% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.46% | 0.54% | $304.3万 | 13.2万股 | $315.3万 | 13.6万股 | -4,257股-3.13% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.45% | 0.44% | $299.6万 | 1.4万股 | $256.1万 | 1.4万股 | +39股+0.29% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.45% | 0.43% | $297.7万 | 2.4万股 | $254.2万 | 5,961股 | +1.8万股+302.21% | 加仓 |
 家得宝HD |
| 0.44% | 0.46% | $290.4万 | 8,233股 | $267.6万 | 8,137股 | +96股+1.18% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.43% | 0.44% | $282.0万 | 3.3万股 | $256.2万 | 3.3万股 | -242股-0.73% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.43% | 0.47% | $281.9万 | 7.0万股 | $277.0万 | 7.0万股 | +6股+0.01% | 加仓 |
