| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 8.88% | 9.27% | $5,411.4万 | 66.0万股 | $4,499.3万 | 63.5万股 | +2.6万股+4.08% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 6.44% | 7.13% | $3,920.9万 | 95.1万股 | $3,457.7万 | 88.7万股 | +6.3万股+7.10% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 5.48% | 6.32% | $3,337.3万 | 71.1万股 | $3,068.5万 | 65.2万股 | +5.9万股+9.09% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 3.56% | 3.93% | $2,166.3万 | 28.0万股 | $1,905.1万 | 24.6万股 | +3.4万股+13.93% | 加仓 |
| I景顺·S&PSPHQ |
| 3.08% | 3.12% | $1,876.7万 | 20.8万股 | $1,511.9万 | 20.1万股 | +7,210股+3.59% | 加仓 |
| FFIRST TRUST LARGE CAP CORE ALPHADEX FUNDFEX |
| 3.03% | 3.32% | $1,847.3万 | 13.2万股 | $1,612.5万 | 13.2万股 | -183股-0.14% | 减仓 |
| V先锋领航指数基金VTV |
| 2.79% | 3.01% | $1,702.6万 | 7.8万股 | $1,462.2万 | 7.5万股 | +3,603股+4.83% | 加仓 |
 苹果AAPL |
| 2.73% | 2.87% | $1,662.7万 | 5.7万股 | $1,394.8万 | 5.5万股 | +2,501股+4.55% | 加仓 |
| GGMO US QUALITY ETFGMOV |
| 2.65% | 2.92% | $1,611.7万 | 38.7万股 | $1,417.6万 | 39.2万股 | -4,574股-1.17% | 减仓 |
| VVictory组合IIJCPB |
| 2.48% | 3.1% | $1,509.0万 | 32.2万股 | $1,505.3万 | 32.0万股 | +2,019股+0.63% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.35% | 2.34% | $1,431.4万 | 35.6万股 | $1,135.7万 | 33.5万股 | +2.1万股+6.14% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 2.25% | 2.49% | $1,371.4万 | 23.0万股 | $1,210.2万 | 20.2万股 | +2.7万股+13.42% | 加仓 |
| V先锋领航指数基金VB |
| 2.09% | 2.08% | $1,275.9万 | 4.2万股 | $1,010.6万 | 3.9万股 | +3,508股+9.09% | 加仓 |
| SSSGA ACTIVE TRALLW |
| 2.01% | — | $1,224.0万 | 41.8万股 | $0 | 0股 | +41.8万股 | 新买入 |
| F第一信托·EXCHANGE-TRADED ALPFYX |
| 1.74% | 1.82% | $1,059.9万 | 7.3万股 | $881.8万 | 7.4万股 | -425股-0.58% | 减仓 |
| V先锋领航指数基金VUG |
| 1.66% | 1.52% | $1,012.9万 | 11.8万股 | $737.7万 | 1.7万股 | +10.1万股+596.28% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.53% | 1.7% | $932.3万 | 2.8万股 | $826.0万 | 2.8万股 | -465股-1.66% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 1.41% | 1.78% | $858.2万 | 19.7万股 | $864.6万 | 19.8万股 | -737股-0.37% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.17% | 1.47% | $710.7万 | 10.5万股 | $712.1万 | 11.1万股 | -6,253股-5.61% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.04% | 1.19% | $636.5万 | 12.6万股 | $575.1万 | 11.5万股 | +1.1万股+9.16% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.96% | 1.07% | $585.9万 | 8.2万股 | $519.6万 | 8.1万股 | +1,143股+1.41% | 加仓 |
| F第一信托·EXCH TRD ALPHDX FDFDT |
| 0.94% | 1.07% | $569.8万 | 6.0万股 | $520.5万 | 6.0万股 | +309股+0.52% | 加仓 |
| IiShares安硕信托IVV |
| 0.92% | 0.4% | $558.9万 | 7,464股 | $195.6万 | 2,994股 | +4,470股+149.30% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.88% | 0.99% | $537.9万 | 10.0万股 | $480.7万 | 10.1万股 | -1,568股-1.55% | 减仓 |
| IiShares安硕信托IEFA |
| 0.88% | 0.98% | $536.8万 | 5.6万股 | $473.8万 | 5.2万股 | +3,244股+6.20% | 加仓 |
 英伟达NVDA |
| 0.87% | 0.78% | $527.6万 | 2.6万股 | $376.5万 | 2.2万股 | +4,782股+22.15% | 加仓 |
 微软MSFT |
| 0.83% | 0.91% | $508.0万 | 1.4万股 | $443.4万 | 1.2万股 | +1,641股+13.70% | 加仓 |
| V先锋领航指数基金VOO |
| 0.83% | 0.83% | $504.1万 | 7,340股 | $400.4万 | 6,700股 | +640股+9.55% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.8% | 0.84% | $485.0万 | 6.0万股 | $406.9万 | 6.0万股 | +238股+0.40% | 加仓 |
| J骏利亨德森JAAA |
| 0.75% | 0.45% | $457.3万 | 9.1万股 | $218.6万 | 4.3万股 | +4.7万股+108.70% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.69% | 0.73% | $420.0万 | 7.5万股 | $353.5万 | 7.7万股 | -1,758股-2.28% | 减仓 |
| F第一信托交易所交易基金VIFDEC |
| 0.66% | 0.76% | $400.6万 | 7.4万股 | $366.4万 | 7.4万股 | -145股-0.20% | 减仓 |
| S嘉信·USSCHX |
| 0.64% | 0.72% | $389.3万 | 13.2万股 | $347.8万 | 13.6万股 | -3,367股-2.48% | 减仓 |
| I景顺QQQ信托VOO |
| 0.63% | 0.57% | $386.1万 | 5,244股 | $275.8万 | 4,779股 | +465股+9.73% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.69% | $372.3万 | 7,440股 | $335.4万 | 7,000股 | +440股+6.29% | 加仓 |
 VisaV |
| 0.6% | 0.65% | $366.4万 | 1.1万股 | $315.8万 | 1.0万股 | +231股+2.21% | 加仓 |
 谷歌AGOOGL |
| 0.57% | 0.43% | $348.6万 | 9,755股 | $208.9万 | 7,264股 | +2,491股+34.29% | 加仓 |
| MMORGAN STANLEY ETF TRUSTEVIM |
| 0.56% | 0.65% | $342.6万 | 6.4万股 | $316.7万 | 6.0万股 | +4,052股+6.72% | 加仓 |
| G通用动力VTI |
| 0.56% | 0.6% | $342.2万 | 9,249股 | $292.9万 | 9,132股 | +117股+1.28% | 加仓 |
| PPGIM ULTRAPULS |
| 0.56% | 0.37% | $340.8万 | 6.9万股 | $179.5万 | 3.6万股 | +3.3万股+89.64% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.5% | 0.24% | $303.1万 | 7,025股 | $114.9万 | 7,000股 | +25股+0.36% | 加仓 |
| IiShares安硕信托IVW |
| 0.49% | 0.45% | $298.2万 | 2.2万股 | $220.4万 | 1.9万股 | +2,198股+11.28% | 加仓 |
| IiShares安硕信托GVI |
| 0.48% | 0.49% | $290.5万 | 2.7万股 | $237.7万 | 2.2万股 | +4,596股+20.52% | 加仓 |
| IiShares安硕·COREIJR |
| 0.48% | 0.26% | $289.4万 | 2.0万股 | $128.3万 | 1.0万股 | +9,193股+89.10% | 加仓 |
 亚马逊AMZN |
| 0.46% | 0.36% | $282.8万 | 1.2万股 | $176.1万 | 8,457股 | +3,410股+40.32% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 0.46% | 0.51% | $280.9万 | 7.8万股 | $245.8万 | 7.8万股 | -565股-0.72% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 0.45% | 0.56% | $272.9万 | 2.9万股 | $269.8万 | 2.9万股 | -27股-0.09% | 减仓 |
 百事可乐PEP |
| 0.43% | 0.63% | $262.1万 | 1.9万股 | $305.1万 | 2.0万股 | -285股-1.45% | 减仓 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.43% | 0.57% | $261.6万 | 9.7万股 | $277.7万 | 9.7万股 | +8股+0.01% | 加仓 |
| IiShares安硕信托IMTM |
| 0.43% | 0.32% | $261.5万 | 4.9万股 | $155.1万 | 3.2万股 | +1.7万股+51.85% | 加仓 |
