| S道富SPYM |
| 8.9% | 8.28% | $4.84亿 | 550.9万股 | $3.99亿 | 521.9万股 | +29.0万股+5.56% | 加仓 |
| IiShares安硕信托IEFA |
| 6.58% | 6.37% | $3.58亿 | 370.6万股 | $3.07亿 | 339.4万股 | +31.2万股+9.18% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 4.9% | 5.15% | $2.67亿 | 569.4万股 | $2.48亿 | 528.9万股 | +40.5万股+7.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4% | 4.1% | $2.18亿 | 29.2万股 | $1.98亿 | 30.4万股 | -1.2万股-4.00% | 减仓 |
| IiShares安硕信托GJS |
| 3.71% | 3.88% | $2.02亿 | 886.4万股 | $1.87亿 | 817.0万股 | +69.4万股+8.49% | 加仓 |
| V先锋领航指数基金VXF |
| 2.86% | 2.49% | $1.56亿 | 63.2万股 | $1.20亿 | 58.3万股 | +4.9万股+8.38% | 加仓 |
| IiShares安硕信托DGRO |
| 2.84% | 2.72% | $1.54亿 | 203.6万股 | $1.31亿 | 187.1万股 | +16.6万股+8.85% | 加仓 |
| IiShares安硕信托IGIB |
| 2.82% | 2.6% | $1.53亿 | 288.3万股 | $1.25亿 | 235.6万股 | +52.7万股+22.37% | 加仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 2.6% | 2.26% | $1.42亿 | 171.5万股 | $1.09亿 | 26.7万股 | +144.8万股+542.41% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.35% | 2.51% | $1.28亿 | 220.1万股 | $1.21亿 | 207.0万股 | +13.0万股+6.29% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.94% | 2.09% | $1.05亿 | 44.6万股 | $1.01亿 | 46.8万股 | -2.2万股-4.70% | 减仓 |
| IiShares安硕IEMG |
| 1.83% | 1.53% | $9,948.7万 | 120.1万股 | $7,400.2万 | 106.1万股 | +14.0万股+13.20% | 加仓 |
| IiShares安硕信托TLT |
| 1.29% | 1.33% | $7,030.9万 | 81.4万股 | $6,401.3万 | 73.8万股 | +7.5万股+10.18% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.23% | 1.42% | $6,719.4万 | 81.8万股 | $6,863.1万 | 83.1万股 | -1.3万股-1.55% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.17% | 1.17% | $6,349.7万 | 61.1万股 | $5,645.8万 | 58.1万股 | +3.0万股+5.16% | 加仓 |
 英伟达NVDA |
| 1.04% | 1.04% | $5,641.4万 | 28.2万股 | $5,005.5万 | 28.7万股 | -5,072股-1.77% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.03% | 0.66% | $5,628.9万 | 34.8万股 | $3,183.6万 | 28.4万股 | +6.4万股+22.71% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.02% | 1.14% | $5,557.3万 | 70.3万股 | $5,509.2万 | 69.5万股 | +8,190股+1.18% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.02% | 1.08% | $5,539.0万 | 105.7万股 | $5,191.5万 | 98.8万股 | +6.9万股+7.00% | 加仓 |
| IiShares安硕信托IVV |
| 1% | 0.98% | $5,467.8万 | 7.3万股 | $4,740.1万 | 7.3万股 | +445股+0.61% | 加仓 |
| V先锋领航指数基金VOO |
| 0.96% | 0.96% | $5,244.1万 | 7.6万股 | $4,625.5万 | 7.7万股 | -1,054股-1.36% | 减仓 |
| I景顺QQQ信托VOO |
| 0.94% | 0.87% | $5,096.8万 | 6.9万股 | $4,175.2万 | 7.2万股 | -3,126股-4.32% | 减仓 |
| IiShares安硕信托AGG |
| 0.93% | 1.02% | $5,086.0万 | 51.4万股 | $4,913.5万 | 49.5万股 | +1.9万股+3.81% | 加仓 |
 苹果AAPL |
| 0.9% | 0.86% | $4,874.3万 | 16.8万股 | $4,131.4万 | 16.3万股 | +5,661股+3.48% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.88% | 0.89% | $4,808.8万 | 38.7万股 | $4,275.4万 | 10.0万股 | +28.7万股+286.24% | 加仓 |
| IiShares安硕信托IEI |
| 0.85% | 1.01% | $4,634.8万 | 39.5万股 | $4,872.6万 | 41.1万股 | -1.6万股-3.95% | 减仓 |
| V先锋领航指数基金VTV |
| 0.76% | 0.75% | $4,117.8万 | 18.9万股 | $3,627.0万 | 18.5万股 | +4,092股+2.21% | 加仓 |
 微软MSFT |
| 0.74% | 0.91% | $4,000.8万 | 10.7万股 | $4,370.8万 | 11.8万股 | -1.1万股-9.16% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.71% | 0.66% | $3,871.0万 | 30.3万股 | $3,184.2万 | 29.0万股 | +1.3万股+4.33% | 加仓 |
 亚马逊AMZN |
| 0.69% | 0.65% | $3,770.4万 | 15.8万股 | $3,140.7万 | 15.1万股 | +7,399股+4.91% | 加仓 |
| V先锋领航·MIDVO |
| 0.68% | 0.63% | $3,720.8万 | 46.2万股 | $3,037.8万 | 10.6万股 | +35.6万股+336.57% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 0.54% | $3,519.9万 | 9.8万股 | $2,620.4万 | 9.1万股 | +7,370股+8.09% | 加仓 |
| V先锋领航指数基金VUG |
| 0.62% | 0.61% | $3,384.5万 | 39.3万股 | $2,950.3万 | 6.8万股 | +32.5万股+481.68% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.61% | 0.58% | $3,314.1万 | 40.1万股 | $2,812.2万 | 34.0万股 | +6.1万股+17.99% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.55% | 0.55% | $3,020.1万 | 89.2万股 | $2,651.0万 | 91.0万股 | -1.8万股-1.94% | 减仓 |
| IiShares安硕信托IVW |
| 0.53% | 0.53% | $2,865.0万 | 20.8万股 | $2,547.5万 | 22.5万股 | -1.7万股-7.51% | 减仓 |
| IiShares安硕信托EFV |
| 0.52% | 0.56% | $2,832.5万 | 37.0万股 | $2,711.6万 | 36.5万股 | +5,313股+1.46% | 加仓 |
| IiShares安硕信托LQD |
| 0.48% | 0.48% | $2,599.7万 | 23.8万股 | $2,333.1万 | 21.4万股 | +2.4万股+11.35% | 加仓 |
| IiShares安硕·COREIJH |
| 0.46% | 0.46% | $2,513.0万 | 32.6万股 | $2,233.0万 | 33.1万股 | -4,766股-1.44% | 减仓 |
| S嘉信策略信托SCHD |
| 0.46% | 0.47% | $2,510.0万 | 79.2万股 | $2,269.9万 | 74.0万股 | +5.2万股+6.99% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.46% | 0.5% | $2,485.8万 | 8.3万股 | $2,404.2万 | 9.7万股 | -1.4万股-14.66% | 减仓 |
 博通AVGO |
| 0.44% | 0.42% | $2,368.9万 | 6.3万股 | $2,034.0万 | 6.6万股 | -3,006股-4.57% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.45% | $2,299.5万 | 7.0万股 | $2,191.3万 | 7.4万股 | -4,245股-5.70% | 减仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.42% | 0.44% | $2,279.3万 | 24.4万股 | $2,120.9万 | 22.7万股 | +1.6万股+7.18% | 加仓 |
| IiShares安硕信托IWD |
| 0.41% | 0.4% | $2,242.4万 | 9.2万股 | $1,940.3万 | 9.1万股 | +1,687股+1.86% | 加仓 |
| IiShares安硕信托IDV |
| 0.38% | 0.42% | $2,080.3万 | 50.2万股 | $2,017.0万 | 47.4万股 | +2.8万股+5.95% | 加仓 |
 DBX ETF信托STAG |
| 0.35% | 0.33% | $1,918.7万 | 52.5万股 | $1,613.5万 | 44.6万股 | +7.9万股+17.75% | 加仓 |
| SSPDR黄金信托GLD |
| 0.35% | 0.37% | $1,895.7万 | 5.1万股 | $1,772.4万 | 4.1万股 | +1.0万股+24.93% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.34% | 0.36% | $1,842.0万 | 8.1万股 | $1,735.4万 | 8.2万股 | -1,063股-1.29% | 减仓 |
| V先锋领航指数基金VB |
| 0.33% | 0.31% | $1,772.0万 | 5.8万股 | $1,476.3万 | 5.6万股 | +2,094股+3.72% | 加仓 |
