| IiShares安硕信托IVV |
| 19.62% | 20.36% | $4,805.6万 | 6.4万股 | $4,179.0万 | 6.4万股 | +193股+0.30% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 9.13% | 8.86% | $2,237.0万 | 27.6万股 | $1,817.6万 | 26.6万股 | +9,766股+3.67% | 加仓 |
| S嘉信策略信托SCHF |
| 7.62% | 8.14% | $1,865.3万 | 67.3万股 | $1,670.6万 | 67.5万股 | -1,596股-0.24% | 减仓 |
| SSPDR道富系列信托SPYG |
| 7.57% | 7.12% | $1,854.6万 | 15.6万股 | $1,460.9万 | 14.9万股 | +6,653股+4.46% | 加仓 |
| F富达Covington信托FENI |
| 5.06% | 4.63% | $1,238.3万 | 30.9万股 | $949.7万 | 25.5万股 | +5.3万股+20.87% | 加仓 |
| IiShares安硕信托IWS |
| 4.63% | 4.64% | $1,133.4万 | 6.9万股 | $952.1万 | 6.5万股 | +3,527股+5.40% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 4.37% | 4.21% | $1,069.1万 | 7.3万股 | $863.3万 | 6.7万股 | +5,638股+8.37% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 3.84% | 3.75% | $941.0万 | 25.1万股 | $768.9万 | 24.4万股 | +7,657股+3.14% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 3.78% | 3.65% | $925.4万 | 17.4万股 | $749.5万 | 15.2万股 | +2.2万股+14.82% | 加仓 |
| IiShares安硕IEMG |
| 3.34% | 3.45% | $818.2万 | 9.9万股 | $707.6万 | 10.1万股 | -2,680股-2.64% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.29% | — | $805.0万 | 30.4万股 | $0 | 0股 | +30.4万股 | 新买入 |
| F富达·MERRIMACK STR TRFBND |
| 3.04% | 3.25% | $744.4万 | 16.4万股 | $667.4万 | 14.6万股 | +1.7万股+11.85% | 加仓 |
| IiShares安硕信托LQDW |
| 2.72% | 2.93% | $665.1万 | 27.7万股 | $601.3万 | 24.9万股 | +2.8万股+11.34% | 加仓 |
| F富达·GREENWOOD STREET TRFYEE |
| 2.47% | 2.44% | $605.3万 | 21.0万股 | $500.1万 | 18.4万股 | +2.5万股+13.65% | 加仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 2.09% | 2.85% | $511.7万 | 30.6万股 | $585.6万 | 34.2万股 | -3.6万股-10.48% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.72% | 1.84% | $422.1万 | 1.0万股 | $376.8万 | 1.1万股 | -260股-2.46% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.59% | 1.68% | $389.9万 | 3.6万股 | $345.2万 | 3.8万股 | -1,556股-4.13% | 减仓 |
| IiShares安硕信托IEFA |
| 1.31% | 1.46% | $320.2万 | 3.3万股 | $299.2万 | 3.3万股 | +96股+0.29% | 加仓 |
| IiShares安硕信托TLTW |
| 1.21% | 2.94% | $296.3万 | 13.3万股 | $603.7万 | 26.7万股 | -13.4万股-50.30% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.05% | 1.09% | $256.4万 | 2.1万股 | $224.4万 | 5,262股 | +1.5万股+292.47% | 加仓 |
| IiShares安硕·COREIJH |
| 0.87% | 0.92% | $212.3万 | 2.8万股 | $187.9万 | 2.8万股 | -287股-1.03% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.86% | 0.93% | $210.7万 | 5,349股 | $190.0万 | 6,056股 | -707股-11.67% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.67% | 0.7% | $164.7万 | 2,206股 | $143.0万 | 2,199股 | +7股+0.32% | 加仓 |
 苹果AAPL |
| 0.56% | 0.58% | $136.8万 | 4,729股 | $120.0万 | 4,729股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 0.51% | 0.56% | $125.8万 | 1.8万股 | $114.5万 | 1.8万股 | -188股-1.03% | 减仓 |
| IiShares安硕信托DVY |
| 0.48% | 0.56% | $117.6万 | 7,521股 | $114.6万 | 7,569股 | -48股-0.63% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.41% | 0.44% | $100.7万 | 1.9万股 | $90.9万 | 1.9万股 | +67股+0.35% | 加仓 |
| IiShares安硕·COREIJR |
| 0.38% | 0.42% | $94.2万 | 6,355股 | $85.9万 | 6,913股 | -558股-8.07% | 减仓 |
| IiShares安硕信托IMCV |
| 0.37% | 0.42% | $89.6万 | 9,809股 | $86.6万 | 1.0万股 | -409股-4.00% | 减仓 |
| IiShares安硕信托IVW |
| 0.36% | 0.35% | $88.3万 | 6,422股 | $71.5万 | 6,322股 | +100股+1.58% | 加仓 |
| IiShares安硕信托IMCG |
| 0.36% | 0.35% | $87.7万 | 8,920股 | $70.9万 | 9,000股 | -80股-0.89% | 减仓 |
 微软MSFT |
| 0.32% | 0.38% | $78.6万 | 2,107股 | $77.4万 | 2,090股 | +17股+0.81% | 加仓 |
| IiShares安硕信托EFG |
| 0.28% | 0.3% | $69.6万 | 5,590股 | $62.3万 | 5,590股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.25% | 0.25% | $62.0万 | 8,707股 | $50.3万 | 7,850股 | +857股+10.92% | 加仓 |
| DDBX ETF信托DBEF |
| 0.25% | 0.27% | $61.8万 | 1.1万股 | $55.9万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.25% | 0.22% | $61.2万 | 831股 | $45.8万 | 794股 | +37股+4.66% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.25% | 0.26% | $60.6万 | 1.0万股 | $53.9万 | 9,980股 | +180股+1.80% | 加仓 |
| NNUTANIXNTNX |
| 0.25% | 0.2% | $60.5万 | 1.2万股 | $41.3万 | 1.1万股 | +1,000股+9.20% | 加仓 |
| V先锋领航·MIDVO |
| 0.24% | 0.26% | $59.6万 | 7,397股 | $53.0万 | 1,846股 | +5,551股+300.70% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.2% | 0.19% | $48.2万 | 1,605股 | $39.8万 | 1,605股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.2% | 0.18% | $47.8万 | 398股 | $36.6万 | 398股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.19% | 0.21% | $47.6万 | 2,186股 | $44.0万 | 2,241股 | -55股-2.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.17% | 0.16% | $40.7万 | 1,152股 | $33.0万 | 1,152股 | 00.00% | 持仓不变 |
| IiShares安硕信托VLUE |
| 0.16% | 0.14% | $40.0万 | 2,004股 | $29.4万 | 2,069股 | -65股-3.14% | 减仓 |
| IiShares安硕信托ITOT |
| 0.15% | — | $37.2万 | 2,270股 | $0 | 0股 | +2,270股 | 新买入 |
| V先锋领航·TOTALBND |
| 0.14% | 0.18% | $35.3万 | 4,810股 | $37.3万 | 5,060股 | -250股-4.94% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.14% | 0.13% | $33.2万 | 1,861股 | $27.1万 | 1,871股 | -10股-0.53% | 减仓 |
| NNUSHARES ETF TRNULG |
| 0.13% | 0.13% | $32.1万 | 2,745股 | $26.7万 | 2,931股 | -186股-6.35% | 减仓 |
 可口可乐KO |
| 0.12% | 0.14% | $29.2万 | 3,594股 | $28.5万 | 3,744股 | -150股-4.01% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.11% | 0.13% | $27.3万 | 3,323股 | $25.9万 | 3,307股 | +16股+0.48% | 加仓 |
