| IiShares安硕信托IVV |
| 27.29% | 29% | $3,328.5万 | 4.4万股 | $2,898.7万 | 4.4万股 | +68股+0.15% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 9.91% | 11.5% | $1,209.0万 | 26.6万股 | $1,149.6万 | 25.2万股 | +1.4万股+5.47% | 加仓 |
| F富达Covington信托FENI |
| 8.82% | 10% | $1,075.9万 | 26.8万股 | $999.7万 | 26.9万股 | -651股-0.24% | 减仓 |
| IiShares安硕·COREIJH |
| 6.07% | 6.54% | $740.1万 | 9.6万股 | $654.3万 | 9.7万股 | -905股-0.93% | 减仓 |
| V先锋领航指数基金VUG |
| 3.99% | — | $487.2万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 摩根大通JPM |
| 3.97% | 4.31% | $484.5万 | 1.5万股 | $430.7万 | 1.5万股 | +161股+1.10% | 加仓 |
| IiShares安硕·COREIJR |
| 3.04% | 3.05% | $370.5万 | 2.5万股 | $304.9万 | 2.5万股 | +456股+1.86% | 加仓 |
| F富达Covington信托FFLG |
| 2.51% | 2.46% | $306.2万 | 8.8万股 | $246.4万 | 8.9万股 | -298股-0.34% | 减仓 |
| V先锋领航白厅基金VYM |
| 2.45% | 2.81% | $298.6万 | 1.9万股 | $280.7万 | 1.9万股 | -53股-0.28% | 减仓 |
| F富达Covington信托FESM |
| 2.38% | — | $290.8万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| IiShares安硕信托IVW |
| 2.28% | 2.29% | $278.4万 | 2.0万股 | $229.0万 | 2.0万股 | -4股-0.02% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.17% | 2.4% | $264.5万 | 1.1万股 | $240.4万 | 1.1万股 | 00.00% | 持仓不变 |
| F富达·MERRIMACK STR TRFMUB |
| 2.1% | 1.68% | $256.3万 | 5.0万股 | $167.5万 | 3.3万股 | +1.7万股+50.65% | 加仓 |
| F富达Covington信托FBCG |
| 2.06% | 1.89% | $251.5万 | 4.0万股 | $189.4万 | 3.8万股 | +2,697股+7.14% | 加仓 |
| IiShares安硕信托USMV |
| 1.87% | 2.18% | $227.5万 | 2.4万股 | $218.3万 | 2.4万股 | +49股+0.21% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.85% | 1.83% | $225.3万 | 2.3万股 | $183.1万 | 2.3万股 | +619股+2.72% | 加仓 |
| IiShares安硕信托DVY |
| 1.63% | 1.88% | $198.7万 | 1.3万股 | $188.1万 | 1.2万股 | +290股+2.33% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.55% | — | $189.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| IiShares安硕信托IEFA |
| 1.39% | 1.57% | $170.1万 | 1.8万股 | $157.0万 | 1.7万股 | +265股+1.53% | 加仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.39% | 1.54% | $169.8万 | 3.3万股 | $154.1万 | 3.3万股 | +106股+0.32% | 加仓 |
| F富达Covington信托FSMD |
| 1.27% | 1.36% | $155.1万 | 2.9万股 | $136.0万 | 3.0万股 | -1,068股-3.51% | 减仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.89% | 0.48% | $108.3万 | 4.3万股 | $47.8万 | 1.9万股 | +2.4万股+123.06% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.87% | 1.04% | $106.1万 | 1.9万股 | $104.1万 | 1.9万股 | +426股+2.27% | 加仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 0.81% | 0.98% | $98.6万 | 1.5万股 | $98.2万 | 1.5万股 | -766股-4.99% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.77% | 0.77% | $93.5万 | 1.7万股 | $77.1万 | 1.7万股 | +3股+0.02% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 0.74% | 0.89% | $90.7万 | 1.7万股 | $89.4万 | 1.7万股 | +338股+2.03% | 加仓 |
| F富达Covington信托FELG |
| 0.72% | 0.72% | $87.4万 | 2.0万股 | $72.2万 | 1.9万股 | +702股+3.64% | 加仓 |
| DDimensional维度ETF信托DFSU |
| 0.7% | 0.76% | $85.8万 | 1.8万股 | $75.6万 | 1.8万股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.7% | 0.86% | $85.2万 | 1.4万股 | $85.8万 | 1.4万股 | -16股-0.12% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.64% | 0.76% | $78.2万 | 1.0万股 | $76.3万 | 1.0万股 | +4股+0.04% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.51% | 0.55% | $61.8万 | 1.2万股 | $55.4万 | 1.1万股 | +1,106股+9.97% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.44% | 0.41% | $53.1万 | 1.1万股 | $40.9万 | 1.0万股 | +1,084股+10.65% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.43% | 0.54% | $52.7万 | 1.0万股 | $54.2万 | 1.1万股 | -293股-2.74% | 减仓 |
| EEA SERIES TRUSTBUXX |
| 0.42% | 0.54% | $51.2万 | 2.5万股 | $54.4万 | 2.7万股 | -1,560股-5.80% | 减仓 |
| FFARMERS & MERCHANTS BANCORPFMAO |
| 0.36% | 0.37% | $44.4万 | 1.5万股 | $37.3万 | 1.5万股 | 00.00% | 持仓不变 |
| PPGIM ETF TRPHYL |
| 0.35% | 0.49% | $43.2万 | 1.2万股 | $49.3万 | 1.4万股 | -1,843股-12.94% | 减仓 |
| IiShares安硕信托HDV |
| 0.3% | — | $37.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| TTHORNBURG INCM BUILDER OPP TTBLD |
| 0.23% | 0.27% | $28.4万 | 1.3万股 | $27.2万 | 1.3万股 | 00.00% | 持仓不变 |
| VVANECK ETF TR VANECK BDC INCOME ETFBIZD |
| 0.11% | — | $13.1万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
