| G通用动力VTI |
| 5.24% | 5.18% | $7,805.5万 | 21.1万股 | $6,920.7万 | 21.4万股 | -3,170股-1.48% | 减仓 |
| V先锋领航全球基金VGT |
| 5.12% | 4.28% | $7,625.0万 | 63.8万股 | $5,710.2万 | 8.1万股 | +55.7万股+689.50% | 加仓 |
| S道富SPYM |
| 4.37% | 4.11% | $6,511.1万 | 74.1万股 | $5,482.9万 | 71.1万股 | +3.0万股+4.21% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.03% | 4.02% | $6,002.9万 | 207.3万股 | $5,362.7万 | 212.0万股 | -4.7万股-2.21% | 减仓 |
| SSPDR行业精选信托XLK |
| 3.65% | 3.02% | $5,430.0万 | 28.5万股 | $4,030.0万 | 29.9万股 | -1.4万股-4.59% | 减仓 |
| V先锋领航STAR基金VXUS |
| 2.79% | 2.87% | $4,154.9万 | 48.6万股 | $3,832.7万 | 49.1万股 | -5,304股-1.08% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.23% | 2.51% | $3,317.2万 | 72.9万股 | $3,346.9万 | 73.4万股 | -4,586股-0.62% | 减仓 |
| B贝莱德ETF信托BDYN |
| 1.98% | 1.94% | $2,947.2万 | 106.2万股 | $2,590.6万 | 105.2万股 | +1.0万股+0.97% | 加仓 |
| V先锋领航指数基金VB |
| 1.83% | 1.76% | $2,716.5万 | 9.0万股 | $2,351.2万 | 8.9万股 | +357股+0.40% | 加仓 |
| S嘉信·USSCHX |
| 1.65% | 1.58% | $2,458.5万 | 83.5万股 | $2,108.0万 | 81.6万股 | +2.0万股+2.40% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.65% | 1.63% | $2,454.6万 | 72.5万股 | $2,182.6万 | 74.2万股 | -1.7万股-2.26% | 减仓 |
| IiShares安硕信托IVV |
| 1.63% | 1.62% | $2,432.8万 | 3.2万股 | $2,164.5万 | 3.3万股 | -406股-1.23% | 减仓 |
| V先锋领航·TOTALBND |
| 1.54% | 1.82% | $2,293.0万 | 31.2万股 | $2,426.4万 | 33.0万股 | -1.8万股-5.48% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.52% | 1.72% | $2,257.9万 | 28.6万股 | $2,296.1万 | 29.1万股 | -4,806股-1.65% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.4% | 1.51% | $2,089.8万 | 35.9万股 | $2,020.7万 | 34.6万股 | +1.3万股+3.67% | 加仓 |
| B贝莱德ETF信托BMN |
| 1.4% | 1.44% | $2,085.8万 | 80.3万股 | $1,928.2万 | 77.5万股 | +2.8万股+3.63% | 加仓 |
 苹果AAPL |
| 1.34% | 1.36% | $1,994.1万 | 6.9万股 | $1,820.0万 | 7.1万股 | -2,282股-3.21% | 减仓 |
| S嘉信策略信托SCHF |
| 1.32% | 1.34% | $1,968.9万 | 71.1万股 | $1,793.9万 | 71.4万股 | -2,777股-0.39% | 减仓 |
| IiShares安硕信托IEFA |
| 1.29% | 1.49% | $1,925.1万 | 19.9万股 | $1,990.9万 | 21.7万股 | -1.7万股-7.98% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.26% | 1.67% | $1,875.9万 | 31.8万股 | $2,233.8万 | 37.7万股 | -5.9万股-15.55% | 减仓 |
| S道富SPSM |
| 1.21% | 1.14% | $1,804.7万 | 31.3万股 | $1,525.0万 | 31.4万股 | -591股-0.19% | 减仓 |
| V先锋领航·HEALTHVHT |
| 1.14% | 1.21% | $1,704.1万 | 5.7万股 | $1,612.0万 | 5.9万股 | -1,733股-2.95% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.14% | 1.26% | $1,697.0万 | 14.5万股 | $1,682.7万 | 15.3万股 | -8,560股-5.59% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.12% | 1.18% | $1,665.7万 | 31.1万股 | $1,571.5万 | 31.8万股 | -7,167股-2.25% | 减仓 |
| IiShares安硕信托ITOT |
| 1.1% | 1.09% | $1,640.8万 | 10.0万股 | $1,458.0万 | 10.2万股 | -1,756股-1.73% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.09% | 1.25% | $1,626.4万 | 15.2万股 | $1,674.7万 | 15.1万股 | +1,265股+0.84% | 加仓 |
| S道富XLI |
| 1.02% | 1.07% | $1,523.7万 | 8.2万股 | $1,426.1万 | 8.7万股 | -4,468股-5.15% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 1.02% | 1.01% | $1,521.7万 | 28.4万股 | $1,347.6万 | 25.1万股 | +3.3万股+13.11% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.01% | 0.95% | $1,500.9万 | 29.6万股 | $1,268.4万 | 25.0万股 | +4.6万股+18.33% | 加仓 |
 微软MSFT |
| 1.01% | 1.12% | $1,500.0万 | 4.0万股 | $1,500.8万 | 4.1万股 | -420股-1.03% | 减仓 |
| S道富SPMD |
| 0.96% | 0.95% | $1,424.2万 | 21.1万股 | $1,264.6万 | 21.2万股 | -1,069股-0.50% | 减仓 |
| V先锋领航全球基金VFH |
| 0.88% | 0.91% | $1,305.1万 | 9.9万股 | $1,219.3万 | 10.1万股 | -1,732股-1.72% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.84% | 0.84% | $1,254.8万 | 8.0万股 | $1,128.3万 | 8.1万股 | -825股-1.02% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.8% | 0.79% | $1,195.2万 | 23.7万股 | $1,053.0万 | 22.7万股 | +1.0万股+4.54% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.78% | 0.88% | $1,154.2万 | 51.8万股 | $1,178.8万 | 52.7万股 | -9,352股-1.77% | 减仓 |
| IiShares安硕IEMG |
| 0.77% | 0.72% | $1,143.1万 | 13.8万股 | $958.9万 | 13.6万股 | +1,542股+1.13% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.72% | 0.87% | $1,074.9万 | 6.8万股 | $1,166.9万 | 7.9万股 | -1.1万股-14.23% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.68% | 0.68% | $1,015.8万 | 21.6万股 | $905.8万 | 19.3万股 | +2.3万股+12.00% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.66% | 0.64% | $980.9万 | 11.7万股 | $854.4万 | 11.2万股 | +4,840股+4.31% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.65% | 0.62% | $970.7万 | 3.2万股 | $821.8万 | 3.4万股 | -2,121股-6.21% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.64% | $957.5万 | 1.3万股 | $849.4万 | 1.3万股 | -141股-1.09% | 减仓 |
| IiShares安硕信托LQD |
| 0.61% | 0.67% | $907.7万 | 8.3万股 | $897.4万 | 8.3万股 | +628股+0.76% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.6% | 0.65% | $896.6万 | 16.9万股 | $862.2万 | 14.6万股 | +2.3万股+15.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.65% | $850.7万 | 1.7万股 | $861.4万 | 1.8万股 | -1,002股-5.57% | 减仓 |
 礼来LLY |
| 0.53% | 0.49% | $795.6万 | 6,633股 | $653.9万 | 6,851股 | -218股-3.18% | 减仓 |
| I景顺QQQ信托VOO |
| 0.52% | 0.51% | $773.5万 | 1.1万股 | $685.7万 | 1.2万股 | -1,233股-10.51% | 减仓 |
 谷歌AGOOGL |
| 0.51% | 0.49% | $765.7万 | 2.1万股 | $660.0万 | 2.2万股 | -770股-3.47% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.5% | — | $749.0万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.48% | 0.5% | $711.2万 | 19.6万股 | $668.7万 | 20.2万股 | -6,262股-3.09% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.46% | 0.42% | $689.0万 | 13.3万股 | $565.3万 | 12.0万股 | +1.3万股+10.81% | 加仓 |
