| V先锋领航指数基金VOO |
| 13.77% | 12.54% | $2,990.3万 | 4.4万股 | $2,331.1万 | 3.9万股 | +4,528股+11.61% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 8.86% | 9.65% | $1,924.2万 | 61.9万股 | $1,794.0万 | 64.4万股 | -2.5万股-3.96% | 减仓 |
| S嘉信策略信托SCHF |
| 8.12% | 8.23% | $1,762.1万 | 63.6万股 | $1,529.8万 | 61.8万股 | +1.8万股+2.92% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 7.45% | 6.94% | $1,617.2万 | 34.5万股 | $1,290.2万 | 27.4万股 | +7.1万股+25.83% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 7.35% | 7.73% | $1,596.6万 | 31.7万股 | $1,436.7万 | 28.5万股 | +3.2万股+11.11% | 加仓 |
| S嘉信·USSCHX |
| 5.58% | 6.64% | $1,211.6万 | 41.2万股 | $1,234.8万 | 48.2万股 | -7.0万股-14.51% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 4.73% | 5.06% | $1,026.4万 | 12.4万股 | $940.7万 | 11.4万股 | +1.1万股+9.25% | 加仓 |
| V先锋领航·MIDVO |
| 4.55% | 4.43% | $988.5万 | 12.3万股 | $823.0万 | 2.9万股 | +9.4万股+328.09% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 4.41% | 4.11% | $957.5万 | 11.8万股 | $763.7万 | 11.2万股 | +6,284股+5.62% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.45% | 3.12% | $748.3万 | 7.3万股 | $579.4万 | 7.4万股 | -514股-0.70% | 减仓 |
| IiShares安硕信托AGG |
| 2.8% | 2.15% | $607.0万 | 6.1万股 | $399.9万 | 4.0万股 | +2.1万股+52.23% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.44% | 2.89% | $529.2万 | 10.5万股 | $536.6万 | 10.8万股 | -2,946股-2.74% | 减仓 |
| IiShares安硕信托USRT |
| 2.36% | 2.27% | $511.5万 | 7.7万股 | $422.2万 | 7.1万股 | +5,649股+7.92% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 2.31% | 0.5% | $502.2万 | 13.5万股 | $92.9万 | 2.6万股 | +10.9万股+415.25% | 加仓 |
| F富达Covington信托FESM |
| 2.09% | — | $454.5万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| WWisdomTree信托DTD |
| 1.89% | 2.59% | $411.3万 | 4.4万股 | $480.8万 | 5.6万股 | -1.2万股-20.78% | 减仓 |
| S嘉信策略信托SCHM |
| 1.52% | 1.63% | $330.4万 | 9.0万股 | $302.5万 | 9.8万股 | -8,102股-8.29% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.37% | 1.57% | $297.1万 | 1.2万股 | $291.6万 | 1.3万股 | -1,196股-8.91% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.33% | 1.7% | $289.7万 | 1.5万股 | $316.0万 | 1.7万股 | -2,488股-14.51% | 减仓 |
| IiShares安硕信托IVV |
| 1.27% | 1.31% | $276.3万 | 3,690股 | $244.2万 | 3,739股 | -49股-1.31% | 减仓 |
| WWISDOMTREE INTERNATIONALEQUITY FUNDDWM |
| 1.19% | 1.51% | $258.8万 | 3.5万股 | $280.4万 | 4.0万股 | -4,769股-11.89% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.14% | 1.31% | $247.0万 | 2.3万股 | $243.3万 | 2.6万股 | -2,723股-10.49% | 减仓 |
| IiShares安硕信托IEFA |
| 1.04% | 1.3% | $225.3万 | 2.3万股 | $241.4万 | 2.7万股 | -3,334股-12.50% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.03% | 0.84% | $222.7万 | 7.7万股 | $156.2万 | 6.2万股 | +1.5万股+23.59% | 加仓 |
| F第一信托交易所交易基金FDM |
| 0.9% | 0.55% | $195.4万 | 2.1万股 | $102.1万 | 1.2万股 | +8,552股+68.79% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 0.85% | 1.07% | $184.7万 | 2.0万股 | $198.0万 | 2.1万股 | -1,678股-7.86% | 减仓 |
| S嘉信·USSCHA |
| 0.76% | 0.76% | $164.6万 | 4.6万股 | $142.1万 | 4.9万股 | -3,319股-6.79% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.61% | 0.92% | $132.7万 | 2.3万股 | $170.5万 | 3.2万股 | -8,975股-27.66% | 减仓 |
| IiShares安硕信托GVI |
| 0.5% | 0.49% | $107.5万 | 9,987股 | $90.2万 | 8,497股 | +1,490股+17.54% | 加仓 |
| V先锋领航指数基金VB |
| 0.47% | 1.7% | $101.7万 | 3,356股 | $315.8万 | 1.2万股 | -8,700股-72.16% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.42% | 0.49% | $91.2万 | 1.9万股 | $90.9万 | 1.9万股 | -495股-2.55% | 减仓 |
 苹果AAPL |
| 0.33% | 0.33% | $70.9万 | 2,449股 | $62.1万 | 2,449股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.32% | 0.32% | $68.9万 | 2,002股 | $59.8万 | 2,000股 | +2股+0.10% | 加仓 |
| WWisdomTree信托EZM |
| 0.29% | 0.3% | $63.4万 | 8,368股 | $56.2万 | 8,361股 | +7股+0.08% | 加仓 |
| IiShares安硕信托GVI |
| 0.29% | 0.5% | $63.0万 | 5,916股 | $92.0万 | 8,639股 | -2,723股-31.52% | 减仓 |
| WWisdomTree信托DLS |
| 0.25% | 0.33% | $55.0万 | 6,568股 | $61.9万 | 7,598股 | -1,030股-13.56% | 减仓 |
| NNATIXIS GATEWAY QUALITY INCOME ETFGQI |
| 0.24% | 0.26% | $52.0万 | 8,790股 | $48.8万 | 8,890股 | -100股-1.12% | 减仓 |
| IiShares安硕信托DSI |
| 0.23% | 0.28% | $50.8万 | 3,567股 | $53.0万 | 4,370股 | -803股-18.38% | 减仓 |
| IiShares安硕信托TIP |
| 0.23% | 0.27% | $49.2万 | 4,500股 | $49.7万 | 4,500股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.21% | 0.21% | $45.2万 | 5,866股 | $39.6万 | 5,866股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.2% | — | $43.5万 | 4,234股 | $0 | 0股 | +4,234股 | 新买入 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.17% | 0.32% | $37.8万 | 1.4万股 | $59.6万 | 2.1万股 | -6,777股-32.64% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.16% | 0.16% | $35.2万 | 3,645股 | $30.1万 | 3,740股 | -95股-2.54% | 减仓 |
| SSPDR道富指数基金RWO |
| 0.13% | 0.22% | $27.3万 | 5,494股 | $40.6万 | 8,874股 | -3,380股-38.09% | 减仓 |
| AALPS ETF信托AMLP |
| 0.12% | 0.14% | $26.2万 | 5,057股 | $26.6万 | 5,057股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PMAY |
| 0.11% | 0.12% | $23.2万 | 5,624股 | $22.5万 | 5,624股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.09% | — | $20.1万 | 5,762股 | $0 | 0股 | +5,762股 | 新买入 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 0.07% | 0.1% | $14.4万 | 1.1万股 | $18.4万 | 1.1万股 | 00.00% | 持仓不变 |
