| IiShares安硕信托IVV |
| 20.41% | 19.69% | $4,687.0万 | 6.3万股 | $3,963.7万 | 6.1万股 | +1,906股+3.14% | 加仓 |
| S嘉信策略信托SCHF |
| 16.08% | 15.77% | $3,693.3万 | 133.3万股 | $3,174.4万 | 128.3万股 | +5.1万股+3.96% | 加仓 |
| IiShares安硕·COREIJH |
| 10.37% | 10.06% | $2,381.8万 | 30.9万股 | $2,024.6万 | 30.0万股 | +9,087股+3.03% | 加仓 |
| V先锋领航·TOTALBND |
| 6.41% | 6.54% | $1,471.3万 | 20.0万股 | $1,316.2万 | 17.9万股 | +2.2万股+12.14% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.25% | 6.21% | $1,435.6万 | 24.1万股 | $1,250.5万 | 23.1万股 | +9,154股+3.96% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.09% | 3.89% | $938.1万 | 4.4万股 | $783.9万 | 4.1万股 | +3,245股+7.94% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 4.08% | 4.02% | $936.4万 | 21.7万股 | $808.6万 | 20.5万股 | +1.2万股+5.84% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.37% | 3.49% | $773.5万 | 1.0万股 | $701.4万 | 1.1万股 | -427股-3.96% | 减仓 |
| IiShares安硕信托VLUE |
| 3.11% | 2.85% | $714.5万 | 3.6万股 | $573.2万 | 4.0万股 | -4,552股-11.29% | 减仓 |
| SSPDR行业精选信托XLRE |
| 3.03% | 3.06% | $694.8万 | 15.8万股 | $615.8万 | 15.1万股 | +6,966股+4.62% | 加仓 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 2.8% | 2.71% | $642.9万 | 9.3万股 | $544.7万 | 8.7万股 | +5,547股+6.38% | 加仓 |
| IiShares安硕信托TLT |
| 2.5% | 2.54% | $575.2万 | 6.7万股 | $511.6万 | 5.9万股 | +7,537股+12.77% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 2.38% | 2.56% | $546.0万 | 20.0万股 | $515.0万 | 18.9万股 | +1.1万股+5.63% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 2.27% | 2.89% | $521.8万 | 32.9万股 | $581.5万 | 33.6万股 | -7,172股-2.14% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.94% | 2.04% | $445.6万 | 6.3万股 | $411.1万 | 6.4万股 | -1,617股-2.52% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.5% | 1.5% | $345.3万 | 8,433股 | $301.0万 | 8,442股 | -9股-0.11% | 减仓 |
| IiShares安硕·COREIJR |
| 1.32% | 1.27% | $303.4万 | 2.0万股 | $256.4万 | 2.1万股 | -172股-0.83% | 减仓 |
| V先锋领航·MIDVO |
| 1.15% | 1.14% | $262.9万 | 3.3万股 | $230.1万 | 8,013股 | +2.5万股+307.29% | 加仓 |
| IiShares安硕信托IEFA |
| 0.96% | 1.04% | $220.7万 | 2.3万股 | $209.0万 | 2.3万股 | -229股-0.99% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.71% | 0.67% | $164.2万 | 5,464股 | $135.2万 | 5,453股 | +11股+0.20% | 加仓 |
| IiShares安硕信托IUSB |
| 0.65% | 0.81% | $150.4万 | 3.3万股 | $162.9万 | 3.5万股 | -2,687股-7.62% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.59% | 0.71% | $134.8万 | 2.9万股 | $142.4万 | 3.1万股 | -1,977股-6.45% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.53% | 0.67% | $121.1万 | 2.4万股 | $135.2万 | 2.7万股 | -3,167股-11.68% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.39% | 0.42% | $89.1万 | 3.8万股 | $84.1万 | 3.9万股 | -1,499股-3.83% | 减仓 |
| IiShares安硕IEMG |
| 0.38% | 0.38% | $88.2万 | 1.1万股 | $76.3万 | 1.1万股 | -292股-2.67% | 减仓 |
| IiShares安硕EUSA |
| 0.33% | 0.34% | $76.2万 | 6,675股 | $67.9万 | 6,667股 | +8股+0.12% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.26% | 0.27% | $59.3万 | 6,696股 | $54.4万 | 6,602股 | +94股+1.42% | 加仓 |
| IiShares安硕信托AGG |
| 0.25% | 0.28% | $56.9万 | 5,748股 | $56.1万 | 5,654股 | +94股+1.66% | 加仓 |
| IiShares安硕信托GVI |
| 0.21% | 0.45% | $49.3万 | 4,579股 | $90.9万 | 8,567股 | -3,988股-46.55% | 减仓 |
| G通用动力VTI |
| 0.18% | 0.2% | $41.0万 | 1,108股 | $39.9万 | 1,243股 | -135股-10.86% | 减仓 |
 亚马逊AMZN |
| 0.18% | 0.18% | $40.9万 | 1,717股 | $36.4万 | 1,748股 | -31股-1.77% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.17% | 0.2% | $39.3万 | 8,641股 | $40.3万 | 8,827股 | -186股-2.11% | 减仓 |
| SSPDR道富系列信托SPTL |
| 0.16% | 0.33% | $37.7万 | 1.4万股 | $66.1万 | 2.5万股 | -1.1万股-42.89% | 减仓 |
| IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF |
| 0.16% | 0.21% | $36.3万 | 8,856股 | $41.9万 | 1.1万股 | -1,894股-17.62% | 减仓 |
 TREACE MED CONCEPTS INC COMTMCI |
| 0.16% | 0.06% | $36.1万 | 9.1万股 | $12.2万 | 9.1万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.15% | 0.13% | $33.8万 | 1.1万股 | $25.6万 | 9,987股 | +1,500股+15.02% | 加仓 |
| V先锋领航指数基金VTV |
| 0.14% | 0.15% | $32.4万 | 1,489股 | $30.5万 | 1,557股 | -68股-4.37% | 减仓 |
 英伟达NVDA |
| 0.14% | 0.14% | $32.4万 | 1,618股 | $28.2万 | 1,618股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.13% | 0.13% | $30.3万 | 1,047股 | $26.6万 | 1,047股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.1% | — | $22.8万 | 1,912股 | $0 | 0股 | +1,912股 | 新买入 |
