| SSPDR道富系列信托SPYG |
| 11.8% | 10.55% | $2,054.5万 | 17.3万股 | $1,476.7万 | 15.1万股 | +2.2万股+14.48% | 加仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 10.06% | 10.28% | $1,751.0万 | 17.3万股 | $1,439.1万 | 15.5万股 | +1.8万股+11.94% | 加仓 |
| IiShares安硕·MORNINGSTAR MID-CAP ETFIMCB |
| 9.06% | 8.53% | $1,577.0万 | 16.3万股 | $1,194.0万 | 14.3万股 | +2.0万股+14.12% | 加仓 |
| S道富SPYV |
| 6.56% | 7.52% | $1,142.5万 | 18.8万股 | $1,053.0万 | 18.6万股 | +1,825股+0.98% | 加仓 |
| F富达Covington信托FELG |
| 5.24% | 5.12% | $911.8万 | 20.8万股 | $716.7万 | 19.1万股 | +1.7万股+9.02% | 加仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 5% | 5.4% | $870.7万 | 21.3万股 | $756.2万 | 19.4万股 | +1.8万股+9.52% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTVAL |
| 4.92% | 4.6% | $856.9万 | 20.6万股 | $643.6万 | 17.8万股 | +2.8万股+15.58% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTGRT |
| 3.88% | 3.09% | $674.4万 | 14.8万股 | $432.0万 | 11.0万股 | +3.8万股+34.23% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 3.73% | 3.19% | $649.6万 | 2.3万股 | $446.5万 | 2.1万股 | +1,283股+5.98% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.08% | 3.66% | $536.5万 | 1.1万股 | $512.8万 | 1.1万股 | +21股+0.20% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.98% | 3.18% | $518.7万 | 10.3万股 | $444.9万 | 9.7万股 | +5,488股+5.63% | 加仓 |
| IiShares安硕信托ILCG |
| 2.93% | 2.76% | $510.0万 | 4.4万股 | $385.9万 | 4.0万股 | +3,167股+7.84% | 加仓 |
| TTR ACTIVEBETA US SMALL CAP EQUITY ETFGSSC |
| 2.91% | 2.63% | $506.9万 | 5.6万股 | $368.9万 | 4.9万股 | +6,062股+12.25% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.52% | 2.7% | $439.4万 | 4.0万股 | $378.0万 | 3.9万股 | +961股+2.47% | 加仓 |
 微软MSFT |
| 2.5% | 3.02% | $435.4万 | 1.2万股 | $422.9万 | 1.1万股 | +249股+2.18% | 加仓 |
| PPRINCIPAL EXCHANGE TRADED FDPSC |
| 1.55% | 1.54% | $270.2万 | 3.9万股 | $215.9万 | 3.8万股 | +869股+2.31% | 加仓 |
| S道富SPSM |
| 1.49% | 1.36% | $260.0万 | 4.5万股 | $190.3万 | 3.9万股 | +5,702股+14.48% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders International Equity EtfBBIN |
| 1.3% | 1.53% | $225.6万 | 2.9万股 | $214.5万 | 2.9万股 | -434股-1.48% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 1.17% | 1.21% | $203.0万 | 2.1万股 | $169.3万 | 2.0万股 | +551股+2.75% | 加仓 |
 苹果AAPL |
| 1.01% | 1.08% | $175.4万 | 6,061股 | $151.2万 | 5,959股 | +102股+1.71% | 加仓 |
| V先锋领航指数基金VUG |
| 0.96% | 0.95% | $167.1万 | 1.9万股 | $133.3万 | 3,051股 | +1.6万股+535.66% | 加仓 |
| V先锋领航全球基金VGT |
| 0.94% | 0.86% | $164.1万 | 1.4万股 | $119.8万 | 1,716股 | +1.2万股+700.23% | 加仓 |
| IiShares安硕·COREIJR |
| 0.91% | 0.97% | $159.0万 | 1.1万股 | $135.8万 | 1.1万股 | -205股-1.88% | 减仓 |
| S道富SPMD |
| 0.77% | 0.85% | $133.3万 | 2.0万股 | $118.4万 | 2.0万股 | -265股-1.33% | 减仓 |
| I景顺QQQ信托VOO |
| 0.67% | 0.6% | $116.4万 | 1,580股 | $84.2万 | 1,459股 | +121股+8.29% | 加仓 |
| F富达·MSCI REAL ESTATE INDEX ETFFREL |
| 0.6% | 0.6% | $104.6万 | 3.6万股 | $84.4万 | 3.1万股 | +4,324股+13.79% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.59% | 0.64% | $103.2万 | 1.3万股 | $89.9万 | 1.3万股 | -108股-0.85% | 减仓 |
| DDimensional维度·USDFUV |
| 0.58% | 0.64% | $101.2万 | 1.8万股 | $89.1万 | 1.8万股 | +23股+0.13% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.57% | 0.6% | $99.6万 | 2.2万股 | $84.1万 | 2.2万股 | +797股+3.68% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.53% | 0.6% | $92.0万 | 3,887股 | $83.4万 | 3,879股 | +8股+0.21% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.53% | 0.61% | $91.4万 | 4,172股 | $85.5万 | 4,194股 | -22股-0.52% | 减仓 |
 好市多COST |
| 0.5% | 0.64% | $87.7万 | 937股 | $89.1万 | 894股 | +43股+4.81% | 加仓 |
| IiShares安硕·COREIJH |
| 0.48% | 0.54% | $83.2万 | 1.1万股 | $75.3万 | 1.1万股 | -357股-3.20% | 减仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.47% | 0.55% | $81.2万 | 1.4万股 | $77.7万 | 1.2万股 | +2,354股+19.62% | 加仓 |
 VanEck ETF信托SMH |
| 0.46% | 0.29% | $80.1万 | 1,222股 | $40.4万 | 1,054股 | +168股+15.94% | 加仓 |
| V先锋领航指数基金VBK |
| 0.45% | 0.47% | $78.2万 | 2,139股 | $65.9万 | 2,182股 | -43股-1.97% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRRSPG |
| 0.43% | 0.72% | $75.1万 | 7,662股 | $101.3万 | 9,254股 | -1,592股-17.20% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.42% | 0.47% | $72.4万 | 2.0万股 | $66.2万 | 1.9万股 | +158股+0.81% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.37% | 0.32% | $64.8万 | 3,400股 | $45.2万 | 3,400股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托XSMO |
| 0.34% | 0.22% | $59.1万 | 6,317股 | $30.3万 | 3,986股 | +2,331股+58.48% | 加仓 |
| V先锋领航指数基金VOO |
| 0.3% | 0.32% | $52.1万 | 759股 | $45.2万 | 757股 | +2股+0.26% | 加仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 0.29% | 0.33% | $51.0万 | 6,514股 | $45.8万 | 6,588股 | -74股-1.12% | 减仓 |
| PPacer基金信托COWZ |
| 0.24% | 0.31% | $41.3万 | 6,639股 | $43.7万 | 6,989股 | -350股-5.01% | 减仓 |
| IiShares安硕信托DGRO |
| 0.23% | 0.26% | $39.6万 | 5,222股 | $36.5万 | 5,199股 | +23股+0.44% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.22% | 0.26% | $38.6万 | 2,440股 | $36.1万 | 2,436股 | +4股+0.16% | 加仓 |
| IiShares安硕信托IEFA |
| 0.22% | 0.24% | $37.5万 | 3,888股 | $33.9万 | 3,740股 | +148股+3.96% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.22% | $35.9万 | 481股 | $31.3万 | 481股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.2% | 0.16% | $34.9万 | 3,528股 | $21.7万 | 2,190股 | +1,338股+61.10% | 加仓 |
 摩根大通JPM |
| 0.2% | 0.19% | $34.1万 | 1,043股 | $27.0万 | 917股 | +126股+13.74% | 加仓 |
 英伟达NVDA |
| 0.19% | 0.19% | $33.1万 | 1,656股 | $26.0万 | 1,492股 | +164股+10.99% | 加仓 |
