| V先锋领航指数基金VTV |
| 14.57% | 14.05% | $2,104.6万 | 9.7万股 | $1,811.7万 | 9.2万股 | +4,234股+4.59% | 加仓 |
| V先锋领航指数基金VUG |
| 12.07% | 11.08% | $1,743.5万 | 20.2万股 | $1,429.3万 | 3.3万股 | +17.0万股+518.51% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 5.61% | 5.49% | $809.5万 | 12.5万股 | $708.5万 | 11.8万股 | +7,201股+6.11% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 4.62% | 4.62% | $667.2万 | 8.1万股 | $596.4万 | 7.6万股 | +5,035股+6.62% | 加仓 |
| SSPDR行业精选信托XLRE |
| 4.29% | 4.68% | $619.0万 | 15.4万股 | $604.0万 | 15.0万股 | +3,147股+2.09% | 加仓 |
| IINVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETFIFLN |
| 3.91% | 4.14% | $565.2万 | 30.9万股 | $533.5万 | 29.7万股 | +1.2万股+3.90% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 3.72% | 3.35% | $537.8万 | 2.4万股 | $431.8万 | 2.3万股 | +1,536股+6.74% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.42% | 3.77% | $493.3万 | 6.2万股 | $486.7万 | 6.1万股 | +1,019股+1.66% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.32% | 3.8% | $479.0万 | 5.8万股 | $489.4万 | 5.9万股 | -1,190股-2.01% | 减仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 2.94% | 3.24% | $424.4万 | 10.1万股 | $418.3万 | 9.9万股 | +2,451股+2.48% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 2.9% | 3.15% | $418.1万 | 10.3万股 | $405.9万 | 10.0万股 | +2,878股+2.87% | 加仓 |
| SSPDR行业精选信托XLU |
| 2.89% | 3.15% | $417.8万 | 9.2万股 | $406.5万 | 8.9万股 | +3,569股+4.03% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.69% | 2.57% | $388.7万 | 4.0万股 | $330.9万 | 3.7万股 | +3,002股+8.05% | 加仓 |
| IiShares安硕EMHY |
| 2.62% | 2.69% | $378.0万 | 9.3万股 | $346.3万 | 8.8万股 | +5,017股+5.70% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.57% | 2.42% | $371.3万 | 1.9万股 | $311.5万 | 1.7万股 | +1,885股+11.15% | 加仓 |
| IiShares安硕信托GJS |
| 2.42% | 2.78% | $349.1万 | 15.3万股 | $358.4万 | 15.6万股 | -3,183股-2.03% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.25% | 2.03% | $324.9万 | 4,617股 | $261.8万 | 4,242股 | +375股+8.84% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.92% | 2.38% | $277.9万 | 2.8万股 | $307.4万 | 3.1万股 | -2,993股-9.79% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.86% | 1.82% | $269.2万 | 3,605股 | $234.5万 | 3,605股 | 00.00% | 持仓不变 |
| J骏利Detroit策略信托JMBS |
| 1.71% | 1.92% | $246.9万 | 5.5万股 | $247.0万 | 5.5万股 | +231股+0.42% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.66% | 1.64% | $239.2万 | 1.9万股 | $211.1万 | 4,950股 | +1.4万股+289.13% | 加仓 |
| V先锋领航指数基金VOO |
| 1.43% | 1.23% | $206.7万 | 2,805股 | $158.9万 | 2,753股 | +52股+1.89% | 加仓 |
| IiShares安硕信托IWD |
| 0.91% | 0.9% | $131.0万 | 5,402股 | $115.4万 | 5,402股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.8% | 0.93% | $115.0万 | 3,341股 | $119.8万 | 3,736股 | -395股-10.57% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.67% | 0.73% | $96.8万 | 2.0万股 | $94.0万 | 2.0万股 | 00.00% | 持仓不变 |
| NNUSHARES ETF TRNULG |
| 0.52% | 0.46% | $75.6万 | 6,454股 | $59.2万 | 6,508股 | -54股-0.83% | 减仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.5% | 0.51% | $71.7万 | 1.4万股 | $65.5万 | 1.4万股 | -61股-0.42% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.44% | 0.42% | $63.2万 | 1.9万股 | $54.4万 | 1.9万股 | +6股+0.03% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.43% | — | $62.2万 | 3,735股 | $0 | 0股 | +3,735股 | 新买入 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.37% | 0.43% | $54.1万 | 1.2万股 | $55.8万 | 1.2万股 | -369股-2.96% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.36% | 0.34% | $52.7万 | 1,753股 | $43.5万 | 1,753股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.35% | 0.34% | $50.5万 | 1.7万股 | $44.0万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.33% | 0.31% | $47.5万 | 2,005股 | $39.5万 | 1,838股 | +167股+9.09% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.29% | 0.3% | $42.4万 | 1.8万股 | $38.5万 | 1.8万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.26% | 0.26% | $37.6万 | 1,301股 | $33.0万 | 1,301股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.26% | 0.25% | $37.6万 | 4,666股 | $32.1万 | 1,118股 | +3,548股+317.35% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.23% | 0.1% | $33.7万 | 2,130股 | $12.9万 | 1,010股 | +1,120股+110.89% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 0.22% | 0.22% | $32.4万 | 1.6万股 | $28.5万 | 1.4万股 | +1,953股+13.98% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.22% | 0.2% | $31.6万 | 6,241股 | $26.3万 | 5,182股 | +1,059股+20.44% | 加仓 |
| IiShares安硕信托GVI |
| 0.21% | 0.2% | $30.1万 | 2,798股 | $25.4万 | 2,392股 | +406股+16.97% | 加仓 |
 VanEck ETF信托SHYD |
| 0.2% | 0.25% | $29.6万 | 1.3万股 | $32.2万 | 1.4万股 | -1,267股-8.93% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 0.19% | 0.29% | $27.0万 | 5,516股 | $36.8万 | 7,517股 | -2,001股-26.62% | 减仓 |
| V先锋领航全球基金VSGX |
| 0.17% | 0.17% | $25.2万 | 3,064股 | $22.0万 | 3,072股 | -8股-0.26% | 减仓 |
 英伟达NVDA |
| 0.17% | 0.16% | $24.0万 | 1,200股 | $20.9万 | 1,200股 | 00.00% | 持仓不变 |
 NUVEEN FLOATING RATE INCOME FD COMJFR |
| 0.16% | 0.17% | $23.8万 | 3.1万股 | $22.3万 | 3.0万股 | +1,346股+4.56% | 加仓 |
| SSPDR黄金信托GLD |
| 0.15% | 0.2% | $22.1万 | 599股 | $25.8万 | 599股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.15% | 0.15% | $22.1万 | 6,338股 | $19.3万 | 6,338股 | 00.00% | 持仓不变 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.15% | 0.26% | $21.7万 | 3,624股 | $33.1万 | 5,522股 | -1,898股-34.37% | 减仓 |
| NNUSHARES ETF TRNUMV |
| 0.15% | 0.15% | $21.4万 | 4,911股 | $19.1万 | 4,936股 | -25股-0.51% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 0.15% | 0.11% | $21.0万 | 4,147股 | $14.1万 | 2,821股 | +1,326股+47.00% | 加仓 |
