| IiShares安硕信托IVV |
| 19.34% | 19.02% | $3,692.0万 | 4.9万股 | $3,183.8万 | 4.9万股 | +559股+1.15% | 加仓 |
| WWisdomTree信托DLN |
| 19.24% | 20.5% | $3,672.7万 | 38.1万股 | $3,432.0万 | 38.4万股 | -2,892股-0.75% | 减仓 |
| SSPDR标普500 ETFSPY |
| 7.08% | 7.1% | $1,351.3万 | 1.8万股 | $1,188.2万 | 1.8万股 | -176股-0.96% | 减仓 |
| IiShares安硕·COREIJH |
| 6.7% | 6.68% | $1,279.0万 | 16.6万股 | $1,118.7万 | 16.6万股 | +209股+0.13% | 加仓 |
| IiShares安硕信托IVW |
| 6.67% | 6.13% | $1,273.5万 | 9.3万股 | $1,027.1万 | 9.1万股 | +1,796股+1.98% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 6.6% | 6.95% | $1,260.1万 | 22.3万股 | $1,163.0万 | 22.1万股 | +1,605股+0.73% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 4.35% | 4.48% | $829.6万 | 5.8万股 | $750.8万 | 6.0万股 | -1,529股-2.55% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 3.45% | 3.49% | $659.6万 | 16.2万股 | $584.9万 | 16.3万股 | -591股-0.36% | 减仓 |
| IiShares安硕·COREIJR |
| 3.33% | 3.09% | $636.1万 | 4.3万股 | $516.8万 | 4.2万股 | +1,313股+3.16% | 加仓 |
| IiShares安硕信托IJK |
| 2.41% | 2.31% | $460.4万 | 3.9万股 | $387.2万 | 3.8万股 | +704股+1.83% | 加仓 |
| V先锋领航指数基金VOO |
| 1.91% | 1.91% | $363.7万 | 5,296股 | $320.5万 | 5,364股 | -68股-1.27% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.87% | 2.14% | $357.5万 | 7.1万股 | $358.9万 | 7.1万股 | -225股-0.32% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.8% | 1.7% | $344.0万 | 2.8万股 | $284.1万 | 6,663股 | +2.1万股+315.82% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.58% | 1.43% | $300.9万 | 1.7万股 | $240.1万 | 1.7万股 | +252股+1.52% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.39% | 1.54% | $265.6万 | 2.4万股 | $257.0万 | 2.6万股 | -2,357股-8.92% | 减仓 |
| G通用动力VTI |
| 1.27% | 1.26% | $243.0万 | 6,567股 | $210.7万 | 6,567股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONV |
| 1.26% | 1.33% | $240.3万 | 2.3万股 | $223.5万 | 2.4万股 | -1,237股-5.19% | 减仓 |
| IiShares安硕信托IEFA |
| 1.21% | 1.14% | $231.0万 | 2.4万股 | $190.1万 | 2.1万股 | +2,923股+13.92% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.03% | 1.01% | $195.9万 | 1.4万股 | $169.8万 | 1.4万股 | 00.00% | 持仓不变 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 0.73% | 0.79% | $140.3万 | 3.1万股 | $132.4万 | 3.1万股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.73% | 0.78% | $139.8万 | 2.4万股 | $130.6万 | 2.7万股 | -2,780股-10.29% | 减仓 |
| V先锋领航·MIDVO |
| 0.65% | 0.66% | $123.6万 | 1.5万股 | $110.6万 | 3,852股 | +1.1万股+298.23% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.54% | 0.52% | $102.4万 | 9,500股 | $86.9万 | 9,500股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.53% | 0.53% | $100.8万 | 6,885股 | $88.2万 | 6,885股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONG |
| 0.51% | 0.5% | $98.2万 | 7,687股 | $84.3万 | 7,687股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.45% | 0.47% | $85.2万 | 3,754股 | $79.3万 | 3,754股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.26% | 0.27% | $50.4万 | 2,081股 | $44.5万 | 2,081股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.25% | 0.23% | $47.4万 | 1,638股 | $38.7万 | 1,526股 | +112股+7.34% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.22% | 0.22% | $41.6万 | 5,842股 | $37.4万 | 5,842股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.21% | 0.21% | $40.8万 | 997股 | $35.5万 | 997股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.18% | 0.19% | $35.1万 | 2,135股 | $31.1万 | 2,135股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.18% | 0.18% | $35.0万 | 7,363股 | $29.6万 | 7,200股 | +163股+2.26% | 加仓 |
| V先锋领航指数基金VUG |
| 0.18% | 0.17% | $34.7万 | 4,025股 | $28.3万 | 648股 | +3,377股+521.14% | 加仓 |
 雪佛龙CVX |
| 0.18% | 0.25% | $33.7万 | 2,033股 | $41.5万 | 2,005股 | +28股+1.40% | 加仓 |
 谷歌AGOOGL |
| 0.16% | — | $30.2万 | 844股 | $0 | 0股 | +844股 | 新买入 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.14% | 0.14% | $27.3万 | 1,983股 | $22.8万 | 1,983股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 0.14% | 0.14% | $26.2万 | 1,772股 | $23.5万 | 1,772股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.13% | 0.12% | $24.4万 | 795股 | $20.5万 | 795股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.13% | — | $24.1万 | 2,016股 | $0 | 0股 | +2,016股 | 新买入 |
 微软MSFT |
| 0.13% | — | $23.9万 | 642股 | $0 | 0股 | +642股 | 新买入 |
| S道富MDYG |
| 0.12% | 0.12% | $23.4万 | 2,092股 | $20.1万 | 2,092股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.12% | — | $23.2万 | 589股 | $0 | 0股 | +589股 | 新买入 |
 卡特彼勒CAT |
| 0.12% | — | $22.3万 | 209股 | $0 | 0股 | +209股 | 新买入 |
| IiShares白银信托SLV |
| 0.11% | 0.16% | $21.2万 | 3,974股 | $27.1万 | 3,979股 | -5股-0.13% | 减仓 |
 亚马逊AMZN |
| 0.11% | — | $20.7万 | 868股 | $0 | 0股 | +868股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.11% | — | $20.6万 | 1,080股 | $0 | 0股 | +1,080股 | 新买入 |
 摩根大通JPM |
| 0.11% | — | $20.1万 | 615股 | $0 | 0股 | +615股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.11% | — | $20.1万 | 670股 | $0 | 0股 | +670股 | 新买入 |
| BBRAND ENGAGEMENT NETWORK INCBNAIW |
| <0.01% | <0.01% | $290 | 1.7万股 | $644 | 1.7万股 | 00.00% | 持仓不变 |
