| IiShares安硕·RUSSELLIWF |
| 13.88% | 13.68% | $1,698.7万 | 13.7万股 | $1,379.5万 | 3.2万股 | +10.4万股+322.87% | 加仓 |
| SSPDR道富系列信托SPYG |
| 13.13% | 13.13% | $1,607.9万 | 13.5万股 | $1,323.9万 | 13.5万股 | -90股-0.07% | 减仓 |
| DDimensional维度·USDFUV |
| 9.41% | 8.99% | $1,152.2万 | 20.9万股 | $906.3万 | 18.7万股 | +2.2万股+11.99% | 加仓 |
| S道富SPYV |
| 9.16% | 10.3% | $1,121.6万 | 18.5万股 | $1,038.6万 | 18.4万股 | +938股+0.51% | 加仓 |
| SSPDR道富指数基金SPEM |
| 5.35% | 5.51% | $655.4万 | 12.7万股 | $556.0万 | 11.9万股 | +8,037股+6.78% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 3.34% | 2.55% | $408.9万 | 5.8万股 | $257.0万 | 4.1万股 | +1.7万股+42.11% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.96% | 2.85% | $362.3万 | 7.2万股 | $287.8万 | 6.3万股 | +8,841股+14.02% | 加仓 |
| S道富MDYG |
| 2.34% | 1.93% | $287.0万 | 2.6万股 | $195.1万 | 2.0万股 | +5,280股+25.97% | 加仓 |
 英伟达NVDA |
| 2.31% | 2.4% | $282.6万 | 1.4万股 | $241.6万 | 1.4万股 | +273股+1.97% | 加仓 |
 苹果AAPL |
| 2.09% | 2.27% | $256.4万 | 8,862股 | $229.3万 | 9,034股 | -172股-1.90% | 减仓 |
| S道富SLYG |
| 1.68% | 1.48% | $206.3万 | 1.7万股 | $149.4万 | 1.5万股 | +1,850股+11.96% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.67% | 1.65% | $204.5万 | 2.3万股 | $166.6万 | 2.1万股 | +1,444股+6.85% | 加仓 |
 ADAMS DIVERSIFIED EQUITY FD COMADX |
| 1.67% | 1.73% | $203.9万 | 8.0万股 | $174.7万 | 8.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 1.62% | 1.7% | $198.3万 | 1.2万股 | $171.7万 | 1.2万股 | +20股+0.17% | 加仓 |
| IiShares安硕信托IWS |
| 1.57% | 1.32% | $192.0万 | 1.2万股 | $132.8万 | 9,112股 | +2,553股+28.02% | 加仓 |
| HHARBOR LONG-TERM GROWERSETFWINN |
| 1.43% | 0.75% | $175.4万 | 5.4万股 | $75.4万 | 2.7万股 | +2.7万股+98.64% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.23% | 1.23% | $150.2万 | 1.0万股 | $123.8万 | 9,661股 | +600股+6.21% | 加仓 |
| IiShares安硕信托IWD |
| 1.13% | 1.2% | $138.2万 | 5,702股 | $121.5万 | 5,684股 | +18股+0.32% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.12% | 1.1% | $137.5万 | 3,491股 | $111.0万 | 3,537股 | -46股-1.30% | 减仓 |
| S道富MDYV |
| 1.05% | 0.97% | $128.5万 | 1.4万股 | $98.1万 | 1.2万股 | +2,022股+17.55% | 加仓 |
| IiShares安硕信托IEFA |
| 0.93% | 1.03% | $113.9万 | 1.2万股 | $103.6万 | 1.1万股 | +352股+3.08% | 加仓 |
| PProShares信托NOBL |
| 0.9% | 1.11% | $110.5万 | 2.0万股 | $111.7万 | 1.1万股 | +9,141股+86.75% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.79% | 0.59% | $96.5万 | 4,079股 | $59.6万 | 2,773股 | +1,306股+47.10% | 加仓 |
| I景顺QQQ信托VOO |
| 0.69% | 0.7% | $84.6万 | 1,149股 | $70.5万 | 1,222股 | -73股-5.97% | 减仓 |
| V先锋领航指数基金VOO |
| 0.69% | 0.76% | $84.1万 | 1,225股 | $76.2万 | 1,275股 | -50股-3.92% | 减仓 |
 百事可乐PEP |
| 0.66% | 0.92% | $81.1万 | 5,993股 | $93.1万 | 5,993股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.65% | 0.78% | $80.2万 | 5,468股 | $79.0万 | 5,471股 | -3股-0.05% | 减仓 |
| S道富XLI |
| 0.65% | 0.7% | $79.2万 | 4,275股 | $70.8万 | 4,375股 | -100股-2.29% | 减仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.65% | $78.5万 | 1,049股 | $65.9万 | 1,009股 | +40股+3.96% | 加仓 |
| AADAMS NATURALPEO |
| 0.64% | 0.98% | $77.8万 | 3.1万股 | $98.6万 | 3.5万股 | -4,000股-11.28% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.55% | 0.51% | $67.0万 | 6,552股 | $51.9万 | 6,601股 | -49股-0.74% | 减仓 |
 摩根大通JPM |
| 0.53% | 0.55% | $65.5万 | 2,000股 | $55.5万 | 1,886股 | +114股+6.04% | 加仓 |
| IiShares安硕IEMG |
| 0.48% | 0.47% | $58.3万 | 7,037股 | $47.6万 | 6,828股 | +209股+3.06% | 加仓 |
 微软MSFT |
| 0.47% | 0.53% | $57.0万 | 1,527股 | $53.9万 | 1,455股 | +72股+4.95% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.42% | $53.3万 | 1,774股 | $42.0万 | 1,695股 | +79股+4.66% | 加仓 |
 GRACOGGG |
| 0.34% | 0.46% | $41.2万 | 5,455股 | $46.2万 | 5,455股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.34% | 0.39% | $41.0万 | 1,615股 | $39.6万 | 1,618股 | -3股-0.19% | 减仓 |
 亚马逊AMZN |
| 0.33% | 0.31% | $40.8万 | 1,710股 | $31.0万 | 1,487股 | +223股+15.00% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.29% | 0.38% | $35.7万 | 3,332股 | $38.4万 | 3,466股 | -134股-3.87% | 减仓 |
 星座能源CEG |
| 0.28% | 0.38% | $34.4万 | 1,384股 | $38.6万 | 1,384股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.26% | 0.18% | $32.4万 | 3,763股 | $17.8万 | 407股 | +3,356股+824.57% | 加仓 |
| IiShares安硕信托IVW |
| 0.26% | 0.25% | $31.8万 | 2,310股 | $25.2万 | 2,232股 | +78股+3.49% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.24% | 0.29% | $29.0万 | 2,484股 | $28.8万 | 2,484股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.23% | 0.22% | $28.7万 | 775股 | $22.4万 | 698股 | +77股+11.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.23% | 0.25% | $28.6万 | 383股 | $24.9万 | 383股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.23% | 0.09% | $28.4万 | 751股 | $9.4万 | 303股 | +448股+147.85% | 加仓 |
 谷歌AGOOGL |
| 0.23% | 0.22% | $27.9万 | 781股 | $22.7万 | 788股 | -7股-0.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.24% | $27.6万 | 781股 | $23.8万 | 831股 | -50股-6.02% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.22% | 0.23% | $27.0万 | 2,451股 | $22.9万 | 2,351股 | +100股+4.25% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.21% | 0.25% | $25.3万 | 3,067股 | $25.3万 | 3,173股 | -106股-3.34% | 减仓 |
