| IiShares安硕信托IVV |
| 16.03% | 14.53% | $2.15亿 | 28.7万股 | $1.75亿 | 26.7万股 | +2.0万股+7.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 9.93% | 9.81% | $1.33亿 | 17.8万股 | $1.18亿 | 18.1万股 | -2,904股-1.60% | 减仓 |
| V先锋领航·FTSEVEA |
| 9.11% | 9.07% | $1.22亿 | 171.5万股 | $1.09亿 | 170.1万股 | +1.4万股+0.83% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 4.55% | 3.67% | $6,098.2万 | 14.9万股 | $4,415.0万 | 12.4万股 | +2.5万股+20.27% | 加仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 3.39% | 3.48% | $4,549.6万 | 42.9万股 | $4,182.5万 | 39.2万股 | +3.7万股+9.38% | 加仓 |
| IiShares安硕·COREIJH |
| 3.37% | 3.29% | $4,517.7万 | 58.6万股 | $3,958.9万 | 58.6万股 | -370股-0.06% | 减仓 |
| V先锋领航·MIDVO |
| 3.35% | 3.3% | $4,490.9万 | 55.7万股 | $3,967.7万 | 13.8万股 | +41.9万股+303.44% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.87% | 3.11% | $3,845.0万 | 37.0万股 | $3,742.2万 | 38.5万股 | -1.5万股-3.93% | 减仓 |
| IiShares安硕IEMG |
| 2.31% | 2.15% | $3,099.7万 | 37.4万股 | $2,583.8万 | 37.0万股 | +3,742股+1.01% | 加仓 |
| IiShares安硕信托IEI |
| 2.18% | 1.94% | $2,925.4万 | 24.9万股 | $2,332.3万 | 19.7万股 | +5.2万股+26.66% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.14% | 2.18% | $2,875.2万 | 26.1万股 | $2,614.4万 | 26.9万股 | -8,261股-3.07% | 减仓 |
| IiShares安硕信托IEFA |
| 2.12% | 2.2% | $2,838.4万 | 29.4万股 | $2,638.3万 | 29.1万股 | +2,468股+0.85% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.09% | 2% | $2,797.3万 | 22.5万股 | $2,401.4万 | 5.6万股 | +16.9万股+300.00% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.94% | 2.09% | $2,595.8万 | 49.5万股 | $2,509.0万 | 47.7万股 | +1.8万股+3.75% | 加仓 |
| IiShares安硕信托IVW |
| 1.58% | 1.47% | $2,123.3万 | 15.4万股 | $1,765.1万 | 15.6万股 | -1,665股-1.07% | 减仓 |
| I景顺QQQ信托VOO |
| 1.58% | 1.38% | $2,114.5万 | 2.9万股 | $1,657.3万 | 2.9万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.49% | 1.65% | $1,995.2万 | 5.3万股 | $1,978.2万 | 5.3万股 | +48股+0.09% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.49% | 2.79% | $1,994.4万 | 22.7万股 | $3,351.6万 | 9.1万股 | +13.6万股+148.72% | 加仓 |
| IiShares安硕信托IGIB |
| 1.41% | 1.49% | $1,888.0万 | 35.5万股 | $1,784.8万 | 33.5万股 | +2.0万股+5.88% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.4% | 1.38% | $1,875.0万 | 22.8万股 | $1,654.1万 | 20.0万股 | +2.8万股+13.99% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.3% | 1.6% | $1,737.5万 | 19.0万股 | $1,919.6万 | 20.9万股 | -2.0万股-9.49% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.06% | 0.91% | $1,423.2万 | 4.7万股 | $1,093.5万 | 4.4万股 | +3,278股+7.43% | 加仓 |
 强生JNJ |
| 1.04% | 1.12% | $1,400.9万 | 5.5万股 | $1,348.4万 | 5.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.96% | 0.95% | $1,282.8万 | 8.2万股 | $1,143.0万 | 8.3万股 | -880股-1.07% | 减仓 |
 摩根大通JPM |
| 0.89% | 0.89% | $1,189.8万 | 3.6万股 | $1,069.2万 | 3.6万股 | 00.00% | 持仓不变 |
| S道富SPHY |
| 0.87% | 0.95% | $1,162.3万 | 49.6万股 | $1,138.4万 | 48.8万股 | +7,698股+1.58% | 加仓 |
 苹果AAPL |
| 0.83% | 0.81% | $1,119.4万 | 3.9万股 | $968.7万 | 3.8万股 | +515股+1.35% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.74% | 0.77% | $997.9万 | 4.4万股 | $928.0万 | 4.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.66% | 0.64% | $887.3万 | 13.0万股 | $765.3万 | 13.5万股 | -5,063股-3.76% | 减仓 |
| IiShares安硕信托IWD |
| 0.63% | 0.62% | $850.0万 | 3.5万股 | $749.2万 | 3.5万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.6% | 0.69% | $810.1万 | 25.5万股 | $833.3万 | 27.2万股 | -1.6万股-5.94% | 减仓 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.6% | 0.6% | $809.9万 | 7.2万股 | $717.8万 | 7.1万股 | +609股+0.86% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.6% | 0.36% | $809.1万 | 2.1万股 | $430.5万 | 1.4万股 | +6,818股+49.70% | 加仓 |
 卡特彼勒CAT |
| 0.57% | 0.42% | $761.2万 | 7,148股 | $503.2万 | 7,103股 | +45股+0.63% | 加仓 |
| G通用动力VTI |
| 0.51% | 0.49% | $680.3万 | 1.8万股 | $591.7万 | 1.8万股 | -61股-0.33% | 减仓 |
 亚马逊AMZN |
| 0.5% | 0.48% | $677.0万 | 2.8万股 | $574.6万 | 2.8万股 | +812股+2.94% | 加仓 |
 艾伯维ABBV |
| 0.47% | 0.45% | $629.3万 | 2.5万股 | $543.9万 | 2.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.47% | 0.45% | $625.1万 | 3.1万股 | $539.6万 | 3.1万股 | +300股+0.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.46% | 0.41% | $614.6万 | 1.7万股 | $489.7万 | 1.7万股 | +324股+1.90% | 加仓 |
 联合太平洋铁路UNP |
| 0.43% | 0.43% | $577.0万 | 2.1万股 | $514.7万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.43% | 0.34% | $572.0万 | 2.3万股 | $411.4万 | 2.3万股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.41% | 0.41% | $545.2万 | 2.4万股 | $494.6万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.39% | 0.38% | $526.6万 | 3.9万股 | $456.4万 | 3.9万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.39% | 0.4% | $517.8万 | 6.4万股 | $483.8万 | 6.4万股 | +100股+0.16% | 加仓 |
| IiShares安硕·S&P GSCI COMMODITYGSG |
| 0.37% | 0.46% | $490.3万 | 17.1万股 | $557.2万 | 17.3万股 | -1,368股-0.79% | 减仓 |
| V先锋领航指数基金VOO |
| 0.35% | 0.31% | $465.1万 | 6,772股 | $371.2万 | 6,212股 | +560股+9.01% | 加仓 |
 谷歌AGOOGL |
| 0.33% | 0.3% | $441.1万 | 1.2万股 | $354.6万 | 1.2万股 | +10股+0.08% | 加仓 |
 英特尔INTC |
| 0.32% | 0.11% | $432.9万 | 3.1万股 | $136.8万 | 3.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.31% | 0.31% | $420.3万 | 1.9万股 | $369.4万 | 1.9万股 | +458股+2.43% | 加仓 |
 默沙东MRK |
| 0.3% | 0.31% | $398.3万 | 3.1万股 | $368.8万 | 3.1万股 | +334股+1.09% | 加仓 |
