| IiShares安硕信托IVW |
| 6.31% | 6.09% | $1.26亿 | 91.9万股 | $1.09亿 | 96.3万股 | -4.4万股-4.62% | 减仓 |
| IiShares安硕信托IVV |
| 4.4% | 4.27% | $8,817.5万 | 11.8万股 | $7,630.9万 | 11.7万股 | +918股+0.79% | 加仓 |
 苹果AAPL |
| 3.58% | 3.58% | $7,162.6万 | 24.8万股 | $6,396.2万 | 25.2万股 | -4,494股-1.78% | 减仓 |
| IiShares安硕·S&PIVE |
| 3.35% | 3.48% | $6,713.1万 | 29.6万股 | $6,233.1万 | 29.5万股 | +455股+0.15% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.26% | 2.99% | $6,534.9万 | 54.9万股 | $5,350.2万 | 54.6万股 | +2,750股+0.50% | 加仓 |
| IiShares安硕·COREIJH |
| 2.65% | 2.4% | $5,314.2万 | 68.9万股 | $4,300.1万 | 63.7万股 | +5.2万股+8.23% | 加仓 |
| S道富SPYV |
| 2.58% | 2.48% | $5,165.9万 | 85.0万股 | $4,438.4万 | 78.4万股 | +6.5万股+8.33% | 加仓 |
| IiShares安硕信托IJJ |
| 1.68% | 1.66% | $3,365.1万 | 22.8万股 | $2,970.9万 | 22.4万股 | +3,566股+1.59% | 加仓 |
| IiShares安硕·COREIJR |
| 1.66% | 1.47% | $3,325.2万 | 22.4万股 | $2,633.6万 | 21.2万股 | +1.2万股+5.83% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.58% | 1.62% | $3,166.2万 | 30.5万股 | $2,893.4万 | 29.8万股 | +6,907股+2.32% | 加仓 |
| V先锋领航指数基金VTV |
| 1.55% | 1.58% | $3,102.2万 | 14.2万股 | $2,832.0万 | 14.4万股 | -1,992股-1.38% | 减仓 |
| IiShares安硕信托IJK |
| 1.53% | 1.44% | $3,058.5万 | 26.0万股 | $2,579.6万 | 25.6万股 | +3,924股+1.53% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.44% | 1.64% | $2,883.0万 | 13.0万股 | $2,927.0万 | 15.4万股 | -2.4万股-15.58% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.44% | 1.44% | $2,879.8万 | 61.5万股 | $2,570.8万 | 54.8万股 | +6.8万股+12.36% | 加仓 |
 微软MSFT |
| 1.41% | 1.6% | $2,832.8万 | 7.6万股 | $2,864.9万 | 7.7万股 | -1,453股-1.88% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 1.3% | 1.32% | $2,604.2万 | 29.4万股 | $2,357.6万 | 28.6万股 | +8,121股+2.84% | 加仓 |
 摩根大通JPM |
| 1.22% | 1.26% | $2,450.7万 | 7.5万股 | $2,256.5万 | 7.7万股 | -1,842股-2.40% | 减仓 |
 iShares安硕·MBSACGL |
| 1.21% | 1.24% | $2,418.5万 | 25.6万股 | $2,221.5万 | 23.4万股 | +2.2万股+9.36% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.18% | 1.16% | $2,365.2万 | 6.7万股 | $2,070.1万 | 7.2万股 | -5,223股-7.24% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.1% | 0.91% | $2,201.8万 | 21.5万股 | $1,636.2万 | 20.8万股 | +7,219股+3.47% | 加仓 |
| J骏利Detroit策略信托VNLA |
| 1.1% | 1.22% | $2,195.8万 | 44.9万股 | $2,180.5万 | 44.6万股 | +3,089股+0.69% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.98% | 0.86% | $1,958.7万 | 5.0万股 | $1,540.4万 | 4.9万股 | +631股+1.29% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.92% | 1.02% | $1,847.6万 | 8.7万股 | $1,831.9万 | 9.5万股 | -8,615股-9.03% | 减仓 |
| SSTATE ST SPDR EURO STOXX 50FEZ |
| 0.84% | 0.88% | $1,689.7万 | 24.6万股 | $1,581.4万 | 25.5万股 | -8,713股-3.42% | 减仓 |
 强生JNJ |
| 0.82% | 0.89% | $1,637.7万 | 6.4万股 | $1,589.3万 | 6.5万股 | -533股-0.82% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.78% | 0.82% | $1,567.2万 | 34.5万股 | $1,467.7万 | 32.2万股 | +2.3万股+7.08% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.77% | 0.71% | $1,537.6万 | 5.1万股 | $1,273.5万 | 5.1万股 | -173股-0.34% | 减仓 |
| IiShares安硕信托IDEV |
| 0.76% | 0.76% | $1,522.5万 | 17.1万股 | $1,366.1万 | 16.3万股 | +7,583股+4.64% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.75% | 0.69% | $1,494.3万 | 15.2万股 | $1,237.8万 | 13.1万股 | +2.1万股+15.85% | 加仓 |
| IiShares安硕信托IEFA |
| 0.74% | 0.78% | $1,485.7万 | 15.4万股 | $1,404.1万 | 15.5万股 | -1,267股-0.82% | 减仓 |
| IiShares安硕信托IEI |
| 0.74% | 0.83% | $1,474.4万 | 12.6万股 | $1,486.7万 | 12.5万股 | +181股+0.14% | 加仓 |
 思科CSCO |
| 0.72% | 0.53% | $1,436.4万 | 12.2万股 | $956.5万 | 12.3万股 | -984股-0.80% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.58% | $1,369.3万 | 1.8万股 | $1,045.7万 | 1.6万股 | +2,257股+14.04% | 加仓 |
| IiShares安硕信托EFG |
| 0.66% | 0.61% | $1,322.1万 | 10.6万股 | $1,087.6万 | 9.8万股 | +8,605股+8.81% | 加仓 |
| IiShares安硕信托HDV |
| 0.65% | 0.71% | $1,308.4万 | 47.7万股 | $1,265.3万 | 9.3万股 | +38.4万股+412.00% | 加仓 |
 亚马逊AMZN |
| 0.61% | 0.6% | $1,212.2万 | 5.1万股 | $1,073.0万 | 5.2万股 | -661股-1.28% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.58% | 0.3% | $1,159.0万 | 12.3万股 | $529.1万 | 5.5万股 | +6.7万股+121.06% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.57% | 0.64% | $1,150.6万 | 20.4万股 | $1,151.0万 | 20.3万股 | +643股+0.32% | 加仓 |
| IiShares安硕信托SGOV |
| 0.56% | 0.71% | $1,125.5万 | 11.2万股 | $1,273.3万 | 12.6万股 | -1.5万股-11.61% | 减仓 |
 VisaV |
| 0.56% | 0.56% | $1,112.1万 | 3.2万股 | $1,002.5万 | 3.3万股 | -754股-2.27% | 减仓 |
 埃克森美孚XOM |
| 0.55% | 0.77% | $1,098.1万 | 8.0万股 | $1,375.5万 | 8.1万股 | -760股-0.94% | 减仓 |
| BBANK OF AMERBAC |
| 0.54% | 0.47% | $1,084.9万 | 19.0万股 | $848.5万 | 17.4万股 | +1.6万股+9.38% | 加仓 |
 雷神技术RTX |
| 0.54% | 0.61% | $1,080.3万 | 5.7万股 | $1,090.1万 | 5.7万股 | +428股+0.76% | 加仓 |
| IiShares安硕信托STIP |
| 0.53% | 0.59% | $1,057.8万 | 10.4万股 | $1,061.9万 | 10.3万股 | +875股+0.85% | 加仓 |
| IiShares安硕信托USMV |
| 0.52% | 0.54% | $1,034.7万 | 10.7万股 | $963.7万 | 10.4万股 | +3,357股+3.23% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.51% | 0.52% | $1,023.6万 | 14.4万股 | $924.8万 | 14.4万股 | -655股-0.45% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.49% | 0.49% | $981.9万 | 16.5万股 | $870.0万 | 16.1万股 | +3,529股+2.19% | 加仓 |
 谷歌AGOOGL |
| 0.49% | 0.46% | $976.1万 | 2.7万股 | $818.3万 | 2.8万股 | -1,143股-4.02% | 减仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.49% | 0.48% | $973.6万 | 17.6万股 | $855.7万 | 15.5万股 | +2.2万股+14.13% | 加仓 |
| IIBMIBM |
| 0.48% | 0.46% | $960.6万 | 3.4万股 | $831.0万 | 3.4万股 | -124股-0.36% | 减仓 |
