| IiShares安硕·RUSSELLIWF |
| 7.41% | 7.22% | $2,028.3万 | 17.3万股 | $1,819.3万 | 3.8万股 | +13.5万股+351.88% | 加仓 |
| IiShares安硕信托IWD |
| 6.25% | 5.45% | $1,710.3万 | 6.8万股 | $1,374.5万 | 6.0万股 | +8,010股+13.25% | 加仓 |
| V先锋领航指数基金VTV |
| 5.11% | 4.92% | $1,397.7万 | 6.3万股 | $1,241.6万 | 6.1万股 | +2,251股+3.70% | 加仓 |
| V先锋领航指数基金VOT |
| 4.96% | 5.31% | $1,357.9万 | 4.6万股 | $1,338.6万 | 4.7万股 | -774股-1.65% | 减仓 |
| V先锋领航指数基金VUG |
| 4.66% | 4.85% | $1,275.0万 | 15.3万股 | $1,222.1万 | 2.5万股 | +12.8万股+516.34% | 加仓 |
 苹果AAPL |
| 4.65% | 4.06% | $1,272.9万 | 3.8万股 | $1,022.6万 | 3.7万股 | +328股+0.88% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.28% | 4.41% | $1,172.7万 | 5.7万股 | $1,112.6万 | 5.8万股 | -534股-0.93% | 减仓 |
| S嘉信·USSCHX |
| 3.47% | 3.71% | $949.5万 | 32.6万股 | $935.0万 | 33.4万股 | -8,774股-2.62% | 减仓 |
| V先锋领航·SMALLVBR |
| 3.24% | 3.21% | $887.9万 | 3.6万股 | $808.8万 | 3.5万股 | +1,472股+4.25% | 加仓 |
| IiShares安硕信托IVV |
| 2.97% | 2.85% | $813.3万 | 1.1万股 | $718.4万 | 1.0万股 | +864股+8.56% | 加仓 |
| V先锋领航指数基金VBK |
| 2.64% | 2.89% | $721.6万 | 2.1万股 | $728.5万 | 2.2万股 | -558股-2.59% | 减仓 |
| IiShares安硕信托IEFA |
| 2.33% | 2.45% | $637.2万 | 6.6万股 | $616.7万 | 6.4万股 | +2,260股+3.56% | 加仓 |
| V先锋领航·MIDVO |
| 2.23% | 2.28% | $609.7万 | 7.5万股 | $573.9万 | 1.9万股 | +5.7万股+304.46% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.91% | 2.01% | $521.4万 | 10.3万股 | $506.5万 | 9.9万股 | +3,990股+4.02% | 加仓 |
| V先锋领航指数基金VB |
| 1.88% | 1.99% | $515.3万 | 1.7万股 | $502.4万 | 1.8万股 | -197股-1.12% | 减仓 |
| IiShares安硕信托EFG |
| 1.85% | 1.92% | $507.6万 | 4.2万股 | $483.2万 | 4.0万股 | +2,716股+6.84% | 加仓 |
| IiShares安硕信托EFV |
| 1.71% | 1.66% | $467.7万 | 5.9万股 | $417.7万 | 5.3万股 | +5,483股+10.28% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.58% | 1.62% | $432.6万 | 12.9万股 | $408.7万 | 12.6万股 | +3,213股+2.56% | 加仓 |
| WWisdomTree信托DEM |
| 1.47% | 2.2% | $403.0万 | 7.6万股 | $555.2万 | 10.6万股 | -3.0万股-28.70% | 减仓 |
| S嘉信·USSCHA |
| 1.38% | 1.52% | $378.2万 | 11.2万股 | $384.3万 | 11.9万股 | -6,884股-5.81% | 减仓 |
| S嘉信策略信托SCHM |
| 1.18% | 1.26% | $323.2万 | 9.2万股 | $318.4万 | 9.4万股 | -1,391股-1.48% | 减仓 |
| SSTIFEL FINLSF |
| 1.13% | 1.22% | $309.2万 | 3.8万股 | $306.5万 | 3.8万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 1.12% | 1.2% | $306.2万 | 4.0万股 | $301.8万 | 3.9万股 | +664股+1.71% | 加仓 |
| V先锋领航指数基金VV |
| 1.04% | 1.09% | $284.9万 | 8,379股 | $276.0万 | 8,473股 | -94股-1.11% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.99% | 1.09% | $271.3万 | 1.2万股 | $275.0万 | 1.3万股 | -1,035股-7.81% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.99% | 1.06% | $270.6万 | 3,661股 | $267.5万 | 3,775股 | -114股-3.02% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.83% | 0.86% | $226.6万 | 5,602股 | $217.3万 | 5,594股 | +8股+0.14% | 加仓 |
| S嘉信策略信托SCHF |
| 0.77% | 0.81% | $209.9万 | 7.7万股 | $203.4万 | 7.6万股 | +1,357股+1.79% | 加仓 |
 微软MSFT |
| 0.69% | 0.65% | $189.3万 | 4,865股 | $163.5万 | 3,910股 | +955股+24.42% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.66% | 0.59% | $180.5万 | 5.3万股 | $147.5万 | 4.6万股 | +6,701股+14.57% | 加仓 |
| DDISTILLATE U.S. FUNDAMENTAL STABILITY & VALUE ETFDSTL |
| 0.65% | 0.72% | $178.6万 | 2.8万股 | $181.9万 | 3.0万股 | -2,269股-7.56% | 减仓 |
| S嘉信策略信托SCHE |
| 0.63% | 0.71% | $171.6万 | 4.8万股 | $178.5万 | 5.0万股 | -1,720股-3.45% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.57% | 0.63% | $156.4万 | 4,187股 | $160.0万 | 4,462股 | -275股-6.16% | 减仓 |
 强生JNJ |
| 0.56% | 0.47% | $153.7万 | 5,778股 | $117.9万 | 5,111股 | +667股+13.05% | 加仓 |
 TJXTJX |
| 0.5% | 0.61% | $137.3万 | 8,782股 | $154.1万 | 9,652股 | -870股-9.01% | 减仓 |
 埃克森美孚XOM |
| 0.49% | 0.34% | $134.5万 | 8,690股 | $84.9万 | 5,749股 | +2,941股+51.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.33% | $124.0万 | 2,494股 | $82.5万 | 1,748股 | +746股+42.68% | 加仓 |
 亚马逊AMZN |
| 0.44% | 0.4% | $121.7万 | 5,259股 | $101.8万 | 4,101股 | +1,158股+28.24% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.44% | 0.51% | $121.5万 | 1.5万股 | $127.6万 | 1.5万股 | -506股-3.35% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.43% | 0.45% | $118.6万 | 1.2万股 | $112.6万 | 1.2万股 | +190股+1.64% | 加仓 |
 摩根大通JPM |
| 0.43% | 0.3% | $117.1万 | 3,288股 | $74.7万 | 2,355股 | +933股+39.62% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.4% | 0.4% | $108.9万 | 1.9万股 | $102.0万 | 1.9万股 | +134股+0.72% | 加仓 |
 ROBLOX CL ARBLX |
| 0.38% | 0.52% | $103.3万 | 2.1万股 | $131.9万 | 2.1万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.35% | 0.29% | $95.8万 | 3,729股 | $72.3万 | 3,549股 | +180股+5.07% | 加仓 |
| IiShares安硕信托ICF |
| 0.35% | 0.36% | $95.6万 | 1.4万股 | $90.9万 | 1.3万股 | +238股+1.77% | 加仓 |
| V先锋领航·TOTALBND |
| 0.34% | 0.42% | $93.8万 | 1.3万股 | $107.0万 | 1.4万股 | -1,503股-10.40% | 减仓 |
 礼来LLY |
| 0.34% | 0.05% | $92.3万 | 771股 | $12.9万 | 140股 | +631股+450.71% | 加仓 |
| IiShares安硕信托ICSH |
| 0.31% | 0.35% | $84.6万 | 1.7万股 | $89.4万 | 1.8万股 | -928股-5.25% | 减仓 |
| IiShares安硕信托IVW |
| 0.31% | 0.32% | $83.8万 | 6,334股 | $81.3万 | 6,364股 | -30股-0.47% | 减仓 |
 宝洁PG |
| 0.3% | 0.26% | $82.2万 | 5,531股 | $65.8万 | 4,553股 | +978股+21.48% | 加仓 |
