| SSPDR标普500 ETFSPY |
| 14.59% | 14.22% | $1.12亿 | 15.0万股 | $9,785.8万 | 15.0万股 | -534股-0.35% | 减仓 |
| IiShares安硕信托IVV |
| 10.81% | 10.16% | $8,298.5万 | 11.1万股 | $6,990.5万 | 10.7万股 | +3,793股+3.54% | 加仓 |
| IiShares安硕信托IEI |
| 10.21% | 11.02% | $7,835.9万 | 66.7万股 | $7,583.2万 | 63.9万股 | +2.8万股+4.34% | 加仓 |
| IiShares安硕信托ITOT |
| 7.68% | 7.31% | $5,896.6万 | 35.9万股 | $5,031.0万 | 35.3万股 | +5,730股+1.62% | 加仓 |
| IiShares安硕·S&PIVE |
| 7.39% | 7.52% | $5,673.5万 | 25.0万股 | $5,173.7万 | 24.5万股 | +4,842股+1.98% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 6.48% | 6.09% | $4,972.5万 | 40.0万股 | $4,190.0万 | 9.8万股 | +30.2万股+307.53% | 加仓 |
| SSPDR行业精选信托XLK |
| 5.81% | 4.47% | $4,455.7万 | 23.4万股 | $3,075.3万 | 23.1万股 | +2,468股+1.07% | 加仓 |
| IiShares黄金信托IAU |
| 5.46% | 6.85% | $4,192.1万 | 55.5万股 | $4,712.6万 | 53.5万股 | +2.1万股+3.86% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 4.85% | 5.22% | $3,723.5万 | 124.1万股 | $3,594.0万 | 119.5万股 | +4.6万股+3.81% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.27% | 3.58% | $2,506.6万 | 43.1万股 | $2,466.2万 | 42.1万股 | +9,409股+2.23% | 加仓 |
| V先锋领航白厅基金VYMI |
| 3.25% | 3.43% | $2,490.9万 | 25.4万股 | $2,362.1万 | 25.1万股 | +3,005股+1.20% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.03% | 2.91% | $2,322.7万 | 10.6万股 | $2,002.3万 | 10.4万股 | +1,460股+1.40% | 加仓 |
| IiShares安硕信托IEFA |
| 2.96% | 3.05% | $2,275.2万 | 23.6万股 | $2,098.6万 | 23.2万股 | +3,761股+1.62% | 加仓 |
| S道富XLI |
| 2.77% | 2.66% | $2,125.3万 | 11.5万股 | $1,827.4万 | 11.3万股 | +1,747股+1.55% | 加仓 |
| IiShares安硕信托IXUS |
| 2.68% | 2.67% | $2,060.6万 | 21.6万股 | $1,840.2万 | 21.2万股 | +3,509股+1.65% | 加仓 |
| F富达Covington信托FNCL |
| 2.24% | 2.23% | $1,717.4万 | 22.4万股 | $1,532.3万 | 21.8万股 | +6,051股+2.77% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.9% | 2.13% | $1,461.6万 | 15.5万股 | $1,465.8万 | 15.4万股 | +968股+0.63% | 加仓 |
| IiShares安硕信托DSI |
| 1.06% | 0.99% | $814.2万 | 5.7万股 | $680.9万 | 5.6万股 | +992股+1.77% | 加仓 |
| G通用动力VTI |
| 0.96% | 0.95% | $739.5万 | 2.0万股 | $653.9万 | 2.0万股 | -400股-1.96% | 减仓 |
| IiShares安硕信托USMV |
| 0.5% | 0.55% | $382.2万 | 4.0万股 | $377.7万 | 4.1万股 | -1,112股-2.73% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.41% | 0.39% | $315.8万 | 2.4万股 | $266.2万 | 2.4万股 | +170股+0.72% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.29% | 0.29% | $223.2万 | 4.5万股 | $201.1万 | 4.4万股 | +440股+1.00% | 加仓 |
 苹果AAPL |
| 0.28% | 0.27% | $214.6万 | 7,416股 | $184.2万 | 7,257股 | +159股+2.19% | 加仓 |
| IiShares安硕信托ITOT |
| 0.26% | 0.25% | $202.8万 | 1.2万股 | $173.9万 | 1.2万股 | +95股+0.77% | 加仓 |
| IiShares安硕信托SUSB |
| 0.25% | 0.27% | $189.7万 | 7.6万股 | $188.7万 | 7.5万股 | +605股+0.80% | 加仓 |
| V先锋领航全球基金VSGX |
| 0.14% | 0.14% | $110.8万 | 1.3万股 | $95.9万 | 1.3万股 | +90股+0.67% | 加仓 |
| V先锋领航全球基金VGT |
| 0.07% | 0.03% | $53.2万 | 4,454股 | $20.7万 | 296股 | +4,158股+1,404.73% | 加仓 |
| V先锋领航指数基金VOO |
| 0.06% | 0.05% | $47.8万 | 649股 | $36.2万 | 628股 | +21股+3.34% | 加仓 |
| IiShares安硕信托IVW |
| 0.06% | 0.05% | $42.5万 | 3,088股 | $32.1万 | 2,840股 | +248股+8.73% | 加仓 |
 微软MSFT |
| 0.05% | 0.05% | $35.6万 | 954股 | $32.5万 | 879股 | +75股+8.53% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.04% | 0.04% | $34.0万 | 1,190股 | $27.5万 | 1,320股 | -130股-9.85% | 减仓 |
 礼来LLY |
| 0.04% | 0.03% | $31.5万 | 263股 | $22.6万 | 246股 | +17股+6.91% | 加仓 |
 强生JNJ |
| 0.04% | 0.04% | $27.3万 | 1,073股 | $26.4万 | 1,078股 | -5股-0.46% | 减仓 |
 卡特彼勒CAT |
| 0.04% | — | $27.0万 | 254股 | $0 | 0股 | +254股 | 新买入 |
| IiShares安硕信托TIP |
| 0.03% | 0.04% | $25.4万 | 2,320股 | $25.6万 | 2,320股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.03% | 0.03% | $24.5万 | 3,020股 | $22.4万 | 2,950股 | +70股+2.37% | 加仓 |
