| IiShares安硕信托IWD |
| 23.05% | 23.22% | $3,090.7万 | 12.7万股 | $2,677.2万 | 12.5万股 | +2,193股+1.75% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 19.42% | 19.14% | $2,603.9万 | 21.0万股 | $2,206.2万 | 5.2万股 | +15.8万股+305.30% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 10.83% | 11.85% | $1,452.2万 | 14.0万股 | $1,366.3万 | 14.1万股 | -870股-0.62% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 7.46% | 7.69% | $1,001.0万 | 12.2万股 | $886.1万 | 10.7万股 | +1.5万股+13.61% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 6.8% | 6.33% | $912.4万 | 2.3万股 | $729.9万 | 2.3万股 | -100股-0.43% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 6.35% | 6.38% | $851.6万 | 3.9万股 | $735.3万 | 3.9万股 | -281股-0.72% | 减仓 |
| IiShares安硕信托EEM |
| 5.13% | 5.12% | $688.0万 | 10.1万股 | $589.9万 | 10.4万股 | -3,297股-3.17% | 减仓 |
| IiShares安硕信托IWS |
| 3.86% | 4.14% | $517.6万 | 3.1万股 | $476.9万 | 3.3万股 | -1,277股-3.90% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 3.44% | 3.45% | $461.9万 | 3.2万股 | $397.2万 | 3.1万股 | +551股+1.78% | 加仓 |
| IiShares安硕信托LQD |
| 2.93% | 3.21% | $392.7万 | 3.6万股 | $370.0万 | 3.4万股 | +2,055股+6.05% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 2.36% | 2.45% | $316.0万 | 3.3万股 | $282.3万 | 3.0万股 | +3,835股+12.97% | 加仓 |
| IiShares安硕信托IEFA |
| 0.96% | 0.76% | $129.1万 | 1.3万股 | $87.4万 | 9,655股 | +3,707股+38.39% | 加仓 |
 苹果AAPL |
| 0.85% | 0.87% | $114.2万 | 3,948股 | $100.1万 | 3,946股 | +2股+0.05% | 加仓 |
| IiShares安硕信托DSI |
| 0.46% | 0.46% | $62.0万 | 4,352股 | $52.7万 | 4,352股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.44% | 0.33% | $59.5万 | 7,184股 | $37.7万 | 5,404股 | +1,780股+32.94% | 加仓 |
| SSPDR道富系列信托XNTK |
| 0.42% | 0.32% | $56.0万 | 1,434股 | $36.6万 | 1,434股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.39% | 0.41% | $52.1万 | 5,927股 | $47.0万 | 1,280股 | +4,647股+363.05% | 加仓 |
| V先锋领航全球基金MGV |
| 0.39% | 0.42% | $52.0万 | 3,180股 | $48.2万 | 3,326股 | -146股-4.39% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.32% | 0.33% | $42.7万 | 2,723股 | $38.1万 | 2,753股 | -30股-1.09% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.3% | 0.3% | $40.1万 | 1.2万股 | $35.1万 | 1.2万股 | +14股+0.12% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.29% | 0.28% | $38.2万 | 6,834股 | $32.1万 | 6,834股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.28% | 0.27% | $37.5万 | 1,224股 | $31.1万 | 1,210股 | +14股+1.16% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.28% | 0.31% | $37.1万 | 1,878股 | $35.3万 | 1,917股 | -39股-2.03% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.27% | 0.29% | $36.7万 | 1,509股 | $33.6万 | 1,547股 | -38股-2.46% | 减仓 |
| V先锋领航指数基金VOO |
| 0.26% | 0.24% | $35.1万 | 476股 | $28.2万 | 489股 | -13股-2.66% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.25% | 0.29% | $33.1万 | 3,950股 | $33.9万 | 4,517股 | -567股-12.55% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.24% | 0.24% | $32.1万 | 3,141股 | $28.2万 | 3,588股 | -447股-12.46% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.24% | 0.25% | $31.6万 | 9,331股 | $28.5万 | 9,790股 | -459股-4.69% | 减仓 |
| V先锋领航指数基金VBK |
| 0.23% | 0.25% | $31.1万 | 851股 | $28.5万 | 942股 | -91股-9.66% | 减仓 |
 英伟达NVDA |
| 0.23% | 0.23% | $30.8万 | 1,538股 | $26.8万 | 1,538股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.2% | — | $27.3万 | 571股 | $0 | 0股 | +571股 | 新买入 |
 AMD超威AMD |
| 0.19% | — | $26.0万 | 447股 | $0 | 0股 | +447股 | 新买入 |
| DDirexion股票ETF信托TECL |
| 0.19% | — | $25.4万 | 1,100股 | $0 | 0股 | +1,100股 | 新买入 |
| SSPDR行业精选信托XLK |
| 0.19% | — | $25.1万 | 1,319股 | $0 | 0股 | +1,319股 | 新买入 |
 卡地纳健康CAH |
| 0.18% | 0.18% | $24.4万 | 1,028股 | $20.8万 | 985股 | +43股+4.37% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.17% | — | $23.1万 | 361股 | $0 | 0股 | +361股 | 新买入 |
 谷歌AGOOGL |
| 0.15% | — | $20.8万 | 581股 | $0 | 0股 | +581股 | 新买入 |
