| IiShares安硕·RUSSELLIWB |
| 42.8% | 40.84% | $1.30亿 | 65.8万股 | $1.36亿 | 65.3万股 | +5,260股+0.81% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 8.09% | 8.14% | $2,453.8万 | 43.8万股 | $2,703.7万 | 43.3万股 | +5,427股+1.25% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 5.76% | 5.34% | $1,749.2万 | 10.6万股 | $1,774.9万 | 10.5万股 | +1,265股+1.21% | 加仓 |
| IiShares黄金信托IAU |
| 5.55% | 6.57% | $1,685.7万 | 53.5万股 | $2,182.5万 | 63.6万股 | -10.1万股-15.95% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.44% | 5.67% | $1,651.7万 | 45.4万股 | $1,884.3万 | 46.2万股 | -7,570股-1.64% | 减仓 |
| V先锋领航·FSTEVWO |
| 4.37% | 4.71% | $1,326.7万 | 36.4万股 | $1,564.8万 | 37.6万股 | -1.2万股-3.23% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 4.07% | 3.88% | $1,236.7万 | 5.9万股 | $1,289.8万 | 5.9万股 | -200股-0.34% | 减仓 |
| IiShares安硕信托EEM |
| 3.58% | 3.58% | $1,085.3万 | 31.1万股 | $1,188.6万 | 29.6万股 | +1.5万股+4.98% | 加仓 |
| SSPDR黄金信托GLD |
| 3.47% | 4.54% | $1,051.9万 | 6.8万股 | $1,507.8万 | 9.0万股 | -2.1万股-24.02% | 减仓 |
| IiShares安硕信托IWD |
| 3.28% | 3.19% | $995.0万 | 7.3万股 | $1,060.8万 | 7.3万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 2.38% | 2.33% | $723.0万 | 7.6万股 | $775.0万 | 7.6万股 | 00.00% | 持仓不变 |
| V先锋领航·HEALTHVHT |
| 2.37% | 2.26% | $718.5万 | 3.2万股 | $752.1万 | 3.2万股 | +179股+0.56% | 加仓 |
| IiShares安硕信托IWV |
| 1.67% | 1.58% | $506.3万 | 2.4万股 | $525.2万 | 2.4万股 | +293股+1.21% | 加仓 |
 英特尔INTC |
| 1.04% | 1.39% | $317.0万 | 12.3万股 | $460.1万 | 12.3万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.94% | 0.91% | $286.5万 | 1.6万股 | $301.1万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.84% | 0.82% | $253.5万 | 2.0万股 | $272.3万 | 2.0万股 | -334股-1.67% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.78% | 0.76% | $238.1万 | 6,666股 | $251.5万 | 6,666股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.76% | 0.7% | $231.2万 | 1.1万股 | $230.9万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.54% | 0.53% | $164.0万 | 1.3万股 | $175.1万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.39% | 0.35% | $118.5万 | 1.8万股 | $115.6万 | 1.7万股 | +870股+5.14% | 加仓 |
| IiShares安硕信托IVW |
| 0.3% | 0.29% | $92.2万 | 1.6万股 | $96.1万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.21% | 0.2% | $63.2万 | 7,247股 | $67.0万 | 7,247股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.21% | 0.2% | $62.8万 | 2,864股 | $64.8万 | 2,864股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFV |
| 0.19% | 0.2% | $58.1万 | 1.5万股 | $65.5万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.19% | 0.19% | $57.5万 | 7,922股 | $63.8万 | 7,922股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.18% | 0.17% | $54.6万 | 1.3万股 | $57.5万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.14% | 0.14% | $43.8万 | 2,048股 | $45.6万 | 2,048股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.12% | 0.12% | $36.4万 | 4,420股 | $39.4万 | 4,420股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.09% | 0.09% | $27.8万 | 2,736股 | $28.8万 | 2,736股 | 00.00% | 持仓不变 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.09% | 0.1% | $26.1万 | 1,600股 | $34.5万 | 2,300股 | -700股-30.43% | 减仓 |
| S嘉信策略信托SCHE |
| 0.08% | 0.08% | $24.1万 | 1.1万股 | $27.3万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.07% | — | $20.6万 | 1,257股 | $0 | 0股 | +1,257股 | 新买入 |
