| S嘉信·USSCHX |
| 6.2% | 6.55% | $1,532.8万 | 52.1万股 | $1,350.2万 | 52.7万股 | -5,778股-1.10% | 减仓 |
| V先锋领航·MIDVO |
| 5.23% | 5.45% | $1,291.9万 | 16.0万股 | $1,122.5万 | 3.9万股 | +12.1万股+310.23% | 加仓 |
| IiShares安硕·COREIJR |
| 4.72% | 4.79% | $1,167.5万 | 7.9万股 | $987.3万 | 7.9万股 | -702股-0.88% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.56% | 4.82% | $1,126.8万 | 33.3万股 | $993.5万 | 34.1万股 | -8,099股-2.37% | 减仓 |
| V先锋领航指数基金VV |
| 3.88% | 3.76% | $958.5万 | 2.8万股 | $774.1万 | 2.6万股 | +1,967股+7.59% | 加仓 |
| V先锋领航指数基金VTV |
| 3.78% | 3.76% | $935.1万 | 4.3万股 | $774.1万 | 3.9万股 | +3,454股+8.75% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.73% | 4.07% | $922.7万 | 26.5万股 | $837.5万 | 27.5万股 | -9,543股-3.48% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 3.71% | 3.88% | $918.1万 | 6.7万股 | $798.7万 | 6.7万股 | -255股-0.38% | 减仓 |
| I景顺QQQ信托VOO |
| 3.44% | — | $849.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.09% | 3.41% | $764.7万 | 3.9万股 | $701.6万 | 3.8万股 | +626股+1.64% | 加仓 |
| V先锋领航指数基金VUG |
| 2.97% | 2.79% | $732.9万 | 8.5万股 | $573.8万 | 1.3万股 | +7.2万股+547.72% | 加仓 |
| V先锋领航指数基金VB |
| 2.81% | 2.79% | $693.5万 | 2.3万股 | $575.5万 | 2.2万股 | +905股+4.12% | 加仓 |
| V先锋领航指数基金VBK |
| 2.61% | 2.58% | $644.5万 | 1.8万股 | $532.1万 | 1.8万股 | +18股+0.10% | 加仓 |
| V先锋领航指数基金VOT |
| 2.49% | 2.51% | $614.2万 | 2.0万股 | $516.5万 | 2.0万股 | -15股-0.07% | 减仓 |
| IiShares安硕信托IWS |
| 2.36% | 2.54% | $583.5万 | 3.5万股 | $523.5万 | 3.6万股 | -466股-1.30% | 减仓 |
| S道富MDYV |
| 2.3% | 2.59% | $568.1万 | 6.0万股 | $534.4万 | 6.3万股 | -2,859股-4.56% | 减仓 |
| IiShares安硕·COREIJH |
| 2.29% | 2.44% | $566.0万 | 7.3万股 | $503.6万 | 7.5万股 | -1,178股-1.58% | 减仓 |
| S嘉信·USSCHA |
| 2.12% | 2.14% | $524.9万 | 14.5万股 | $440.8万 | 15.2万股 | -6,289股-4.15% | 减仓 |
| IiShares安硕信托IQLT |
| 2.1% | 2.22% | $518.3万 | 10.5万股 | $458.0万 | 9.9万股 | +5,523股+5.57% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 2.06% | 2.13% | $507.9万 | 2.8万股 | $439.7万 | 3.0万股 | -1,944股-6.40% | 减仓 |
| S道富MDYG |
| 1.98% | 2.16% | $488.5万 | 4.4万股 | $444.3万 | 4.6万股 | -2,714股-5.86% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.91% | 2.04% | $472.2万 | 3.2万股 | $420.7万 | 3.3万股 | -587股-1.79% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.84% | 1.91% | $454.8万 | 1.9万股 | $394.4万 | 1.8万股 | +563股+3.10% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.8% | 1.98% | $446.0万 | 4.1万股 | $408.9万 | 4.3万股 | -2,352股-5.44% | 减仓 |
| S嘉信策略信托SCHM |
| 1.72% | 1.78% | $424.4万 | 11.5万股 | $366.6万 | 11.8万股 | -3,286股-2.78% | 减仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 1.5% | 1.08% | $369.6万 | 2.8万股 | $221.7万 | 1.9万股 | +8,953股+46.16% | 加仓 |
| G通用动力VTI |
| 1.34% | 1.4% | $331.5万 | 8,958股 | $287.4万 | 8,958股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.25% | 1.32% | $309.4万 | 2.8万股 | $272.7万 | 2.8万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.25% | 1.26% | $308.1万 | 1.1万股 | $258.8万 | 1.0万股 | +449股+4.40% | 加仓 |
| S道富SLYG |
| 1.11% | 1.19% | $275.0万 | 2.3万股 | $244.9万 | 2.5万股 | -2,256股-8.90% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.05% | 0.69% | $258.5万 | 1.9万股 | $141.1万 | 1.2万股 | +6,504股+52.93% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.04% | 1.17% | $258.2万 | 1.1万股 | $240.0万 | 1.1万股 | +4股+0.04% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.92% | 0.84% | $228.2万 | 3.9万股 | $172.3万 | 2.9万股 | +9,777股+33.22% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.77% | 0.99% | $190.6万 | 2.3万股 | $203.1万 | 2.5万股 | -1,390股-5.65% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.66% | 0.75% | $162.3万 | 1.1万股 | $155.5万 | 1.1万股 | +10股+0.09% | 加仓 |
| IISHARES MORNINGSTAR US EQUITY ETFILCB |
| 0.65% | 0.67% | $160.3万 | 1.5万股 | $139.0万 | 1.5万股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.55% | 0.66% | $136.6万 | 2.4万股 | $136.3万 | 1.3万股 | +1.1万股+89.23% | 加仓 |
| IiShares安硕信托IVV |
| 0.53% | 0.56% | $132.0万 | 1,762股 | $115.0万 | 1,761股 | +1股+0.06% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.5% | 0.55% | $124.8万 | 5,275股 | $114.3万 | 5,313股 | -38股-0.72% | 减仓 |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 0.48% | 0.56% | $119.3万 | 1.1万股 | $115.5万 | 1.1万股 | +363股+3.32% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.45% | 0.49% | $111.7万 | 3,736股 | $101.7万 | 3,735股 | +1股+0.03% | 加仓 |
 泛林集团LRCX |
| 0.44% | 0.3% | $108.3万 | 2,500股 | $61.5万 | 2,880股 | -380股-13.19% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.44% | 0.53% | $107.6万 | 2.4万股 | $108.3万 | 2.4万股 | +125股+0.53% | 加仓 |
 亚马逊AMZN |
| 0.43% | 0.42% | $106.5万 | 4,469股 | $87.4万 | 4,196股 | +273股+6.51% | 加仓 |
| V先锋领航全球基金VGT |
| 0.42% | 0.37% | $104.0万 | 8,702股 | $75.9万 | 1,087股 | +7,615股+700.55% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.41% | 0.49% | $101.5万 | 3.3万股 | $101.9万 | 3.7万股 | -3,974股-10.86% | 减仓 |
 英伟达NVDA |
| 0.4% | 0.37% | $98.9万 | 4,945股 | $76.7万 | 4,399股 | +546股+12.41% | 加仓 |
| IiShares安硕信托IVW |
| 0.39% | 0.39% | $97.3万 | 7,076股 | $80.0万 | 7,075股 | +1股+0.01% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.33% | 0.38% | $82.0万 | 9,263股 | $78.7万 | 9,553股 | -290股-3.04% | 减仓 |
 特斯拉TSLA |
| 0.33% | 0.35% | $82.0万 | 1,950股 | $72.5万 | 1,950股 | 00.00% | 持仓不变 |
