| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 28.06% | 28.07% | $2,037.4万 | 40.3万股 | $1,827.7万 | 36.2万股 | +4.1万股+11.36% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 18.21% | 18.05% | $1,321.8万 | 23.4万股 | $1,175.6万 | 20.7万股 | +2.7万股+12.83% | 加仓 |
| V先锋领航白厅基金VYMI |
| 7.3% | 7.96% | $529.9万 | 5.4万股 | $518.0万 | 5.5万股 | -1,013股-1.84% | 减仓 |
| V先锋领航全球基金VGT |
| 5.73% | 4.81% | $416.1万 | 3.5万股 | $313.5万 | 4,493股 | +3.0万股+674.87% | 加仓 |
| IiShares安硕·COREIJH |
| 5.63% | 5.54% | $408.6万 | 5.3万股 | $360.9万 | 5.3万股 | -449股-0.84% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 4.86% | 4.5% | $352.6万 | 2.0万股 | $293.3万 | 2.0万股 | -527股-2.60% | 减仓 |
| I景顺QQQ信托VOO |
| 3.02% | 2.51% | $218.9万 | 2,973股 | $163.5万 | 2,833股 | +140股+4.94% | 加仓 |
| V先锋领航·MIDVO |
| 2.79% | 2.81% | $202.9万 | 2.5万股 | $183.1万 | 6,374股 | +1.9万股+295.07% | 加仓 |
| AAvantis·U SAVUV |
| 2.33% | 2.36% | $169.0万 | 1.4万股 | $153.5万 | 1.4万股 | -345股-2.48% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.28% | 1.5% | $165.6万 | 4.1万股 | $97.6万 | 2.9万股 | +1.2万股+42.92% | 加仓 |
| IiShares安硕信托IEI |
| 2.06% | 2.59% | $149.4万 | 1.2万股 | $168.6万 | 1.4万股 | -1,682股-11.92% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.94% | 2.67% | $140.5万 | 8,892股 | $173.7万 | 1.8万股 | -9,318股-51.17% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.71% | 1.64% | $123.8万 | 1.5万股 | $107.0万 | 1.5万股 | -2股-0.01% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.69% | 1.73% | $122.7万 | 5,050股 | $112.4万 | 5,172股 | -122股-2.36% | 减仓 |
| V先锋领航·HEALTHVHT |
| 1.44% | 1.46% | $104.7万 | 3,501股 | $95.0万 | 3,488股 | +13股+0.37% | 加仓 |
| V先锋领航全球基金VAW |
| 1.23% | 1.38% | $89.3万 | 3,904股 | $90.0万 | 3,992股 | -88股-2.20% | 减仓 |
| V先锋领航指数基金VBK |
| 1.07% | 1.01% | $77.4万 | 2,117股 | $65.5万 | 2,200股 | -83股-3.77% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.03% | 1.19% | $74.5万 | 1.6万股 | $77.3万 | 1.7万股 | -420股-2.49% | 减仓 |
| V先锋领航全球基金VDE |
| 0.99% | 1.35% | $72.1万 | 4,804股 | $87.9万 | 5,079股 | -275股-5.41% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.61% | 0.6% | $44.1万 | 4,000股 | $38.9万 | 4,000股 | 00.00% | 持仓不变 |
| IISHARES TR MRNING SM CP ETFISCV |
| 0.54% | 0.55% | $39.3万 | 5,023股 | $35.6万 | 5,128股 | -105股-2.05% | 减仓 |
| IiShares安硕信托IVLU |
| 0.54% | 0.59% | $39.0万 | 9,324股 | $38.4万 | 9,675股 | -351股-3.63% | 减仓 |
| V先锋领航指数基金VB |
| 0.52% | 0.56% | $38.0万 | 1,253股 | $36.7万 | 1,400股 | -147股-10.50% | 减仓 |
| SSPDR黄金信托GLD |
| 0.44% | 0.57% | $31.9万 | 866股 | $37.3万 | 866股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.41% | 0.38% | $30.0万 | 1,000股 | $24.8万 | 1,000股 | 00.00% | 持仓不变 |
| PPUTNAM ETF TRUSTPVAL |
| 0.36% | 0.36% | $26.1万 | 5,119股 | $23.7万 | 5,105股 | +14股+0.27% | 加仓 |
| V先锋领航全球基金VFH |
| 0.32% | 0.33% | $23.3万 | 1,769股 | $21.2万 | 1,757股 | +12股+0.68% | 加仓 |
| V先锋领航指数基金VOO |
| 0.29% | 0.28% | $20.8万 | 303股 | $18.1万 | 303股 | 00.00% | 持仓不变 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.28% | 0.29% | $20.4万 | 2,252股 | $18.9万 | 2,358股 | -106股-4.50% | 减仓 |
| G通用动力VTI |
| 0.27% | 0.17% | $19.8万 | 534股 | $11.3万 | 350股 | +184股+52.57% | 加仓 |
| IiShares安硕信托DVY |
| 0.27% | 0.29% | $19.6万 | 1,251股 | $18.9万 | 1,251股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SDY |
| 0.26% | 0.28% | $18.9万 | 1,240股 | $18.1万 | 1,240股 | 00.00% | 持仓不变 |
| IiShares安硕信托HDV |
| 0.25% | 0.28% | $18.4万 | 6,700股 | $18.2万 | 1,340股 | +5,360股+400.00% | 加仓 |
| IISHARES TR MRGSTR SM CP ETFISCB |
| 0.23% | 0.22% | $16.9万 | 2,240股 | $14.6万 | 2,240股 | 00.00% | 持仓不变 |
 惠顿贵金属WPM |
| 0.21% | 0.27% | $15.1万 | 1,343股 | $17.6万 | 1,343股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.19% | 0.26% | $14.1万 | 1,874股 | $17.2万 | 1,874股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.18% | 0.14% | $13.0万 | 1,523股 | $9.2万 | 1,191股 | +332股+27.88% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.18% | 0.16% | $13.0万 | 1,267股 | $10.7万 | 1,360股 | -93股-6.84% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.11% | 0.11% | $8.2万 | 1,167股 | $7.3万 | 1,163股 | +4股+0.34% | 加仓 |
| IiShares安硕信托IJK |
| 0.1% | 0.1% | $7.3万 | 617股 | $6.2万 | 616股 | +1股+0.16% | 加仓 |
| IiShares安硕信托IVV |
| 0.04% | 0.04% | $3.1万 | 42股 | $2.7万 | 42股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.03% | 0.03% | $2.1万 | 281股 | $1.8万 | 279股 | +2股+0.72% | 加仓 |
