| V先锋领航指数基金VTV |
| 15.08% | 15.34% | $3,966.5万 | 18.2万股 | $3,560.4万 | 18.1万股 | +541股+0.30% | 加仓 |
| V先锋领航指数基金VUG |
| 13.27% | 12.81% | $3,489.6万 | 40.5万股 | $2,973.5万 | 6.8万股 | +33.7万股+495.07% | 加仓 |
| IiShares安硕·COREIJR |
| 10.14% | 9.57% | $2,668.2万 | 18.0万股 | $2,220.9万 | 17.9万股 | +1,247股+0.70% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 8.07% | 7.64% | $2,123.3万 | 57.0万股 | $1,772.4万 | 49.9万股 | +7.1万股+14.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.66% | 7.98% | $2,014.5万 | 28.3万股 | $1,853.1万 | 28.9万股 | -6,446股-2.23% | 减仓 |
| V先锋领航指数基金VNQ |
| 6.95% | 7.08% | $1,828.3万 | 19.0万股 | $1,643.2万 | 18.5万股 | +4,345股+2.35% | 加仓 |
| V先锋领航债券指数基金BIV |
| 6.71% | 7.3% | $1,765.2万 | 23.0万股 | $1,693.8万 | 21.9万股 | +1.1万股+4.87% | 加仓 |
| V先锋领航指数基金VOO |
| 4.97% | 4.72% | $1,306.3万 | 1.9万股 | $1,095.5万 | 1.8万股 | +687股+3.75% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 3.57% | 3.91% | $938.9万 | 19.7万股 | $907.2万 | 18.9万股 | +7,149股+3.77% | 加仓 |
| S嘉信·USSCHP |
| 3.11% | 3.41% | $818.9万 | 30.9万股 | $792.5万 | 29.8万股 | +1.1万股+3.76% | 加仓 |
| V先锋领航指数基金VB |
| 3.06% | 2.97% | $804.9万 | 2.7万股 | $689.4万 | 2.6万股 | +234股+0.89% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.47% | 2.4% | $648.4万 | 19.2万股 | $556.6万 | 19.1万股 | +545股+0.29% | 加仓 |
| S嘉信策略信托SCHF |
| 2.16% | 2.19% | $569.4万 | 20.6万股 | $508.3万 | 20.5万股 | +178股+0.09% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.43% | 1.49% | $375.2万 | 1.6万股 | $345.4万 | 1.6万股 | -207股-1.29% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.38% | 1.47% | $364.3万 | 2.3万股 | $340.8万 | 2.3万股 | +37股+0.16% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 1.12% | 0.85% | $294.7万 | 7.9万股 | $197.3万 | 6.2万股 | +1.6万股+25.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.74% | 0.74% | $193.8万 | 2,595股 | $172.5万 | 2,652股 | -57股-2.15% | 减仓 |
| IiShares安硕信托IWD |
| 0.67% | 0.67% | $175.4万 | 7,236股 | $155.8万 | 7,293股 | -57股-0.78% | 减仓 |
| IiShares安硕信托IVW |
| 0.64% | 0.62% | $168.0万 | 1.2万股 | $142.8万 | 1.3万股 | -414股-3.28% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.63% | 0.66% | $166.7万 | 2.8万股 | $153.9万 | 2.8万股 | -549股-1.93% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.49% | 0.5% | $129.0万 | 5,309股 | $116.6万 | 5,369股 | -60股-1.12% | 减仓 |
 苹果AAPL |
| 0.42% | 0.42% | $110.5万 | 3,820股 | $97.1万 | 3,827股 | -7股-0.18% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.36% | 0.36% | $95.7万 | 1.2万股 | $82.5万 | 1.2万股 | +34股+0.29% | 加仓 |
| IiShares安硕信托IVV |
| 0.34% | 0.33% | $89.1万 | 1,190股 | $76.1万 | 1,165股 | +25股+2.15% | 加仓 |
| I景顺QQQ信托VOO |
| 0.33% | 0.29% | $87.3万 | 1,186股 | $68.5万 | 1,186股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.33% | 0.4% | $87.1万 | 4,093股 | $91.8万 | 4,784股 | -691股-14.44% | 减仓 |
| IiShares安硕·COREIJH |
| 0.33% | 0.32% | $85.8万 | 1.1万股 | $75.1万 | 1.1万股 | +4股+0.04% | 加仓 |
| IiShares安硕信托STIP |
| 0.32% | 0.34% | $83.2万 | 8,143股 | $78.7万 | 7,611股 | +532股+6.99% | 加仓 |
| AAMEREN COMDHS |
| 0.32% | 0.35% | $82.9万 | 7,336股 | $81.6万 | 7,424股 | -88股-1.19% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.29% | 0.32% | $77.1万 | 5,067股 | $73.5万 | 5,036股 | +31股+0.62% | 加仓 |
| IiShares安硕信托GVI |
| 0.27% | 0.51% | $72.0万 | 6,689股 | $117.8万 | 1.1万股 | -4,409股-39.73% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.24% | — | $62.9万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.23% | 0.23% | $60.3万 | 4,409股 | $53.6万 | 4,525股 | -116股-2.56% | 减仓 |
 亚马逊AMZN |
| 0.19% | 0.19% | $50.7万 | 2,128股 | $44.3万 | 2,128股 | 00.00% | 持仓不变 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.18% | 0.21% | $48.5万 | 9,610股 | $48.5万 | 9,610股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.17% | 0.19% | $44.8万 | 8,516股 | $43.7万 | 8,366股 | +150股+1.79% | 加仓 |
| G通用动力VTI |
| 0.16% | 0.16% | $43.3万 | 1,171股 | $37.4万 | 1,167股 | +4股+0.34% | 加仓 |
| EESCO TECHNOLOGIESESE |
| 0.16% | 0.14% | $41.5万 | 1,187股 | $33.4万 | 1,187股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.15% | 0.15% | $40.6万 | 992股 | $35.3万 | 990股 | +2股+0.20% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.15% | 0.18% | $39.7万 | 5,101股 | $41.3万 | 5,269股 | -168股-3.19% | 减仓 |
| V先锋领航·MIDVO |
| 0.15% | 0.15% | $38.6万 | 4,785股 | $34.3万 | 1,193股 | +3,592股+301.09% | 加仓 |
 SENSIENT TECHNOLOGIESSXT |
| 0.11% | — | $27.9万 | 2,262股 | $0 | 0股 | +2,262股 | 新买入 |
 卡特彼勒CAT |
| 0.11% | — | $27.7万 | 260股 | $0 | 0股 | +260股 | 新买入 |
 埃克森美孚XOM |
| 0.1% | 0.14% | $26.4万 | 1,930股 | $32.7万 | 1,930股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.11% | $26.0万 | 519股 | $24.9万 | 519股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.08% | — | $22.0万 | 1,230股 | $0 | 0股 | +1,230股 | 新买入 |
 微软MSFT |
| 0.08% | 0.1% | $21.4万 | 573股 | $22.6万 | 611股 | -38股-6.22% | 减仓 |
