| V先锋领航白厅基金VYM |
| 23.69% | 6.98% | $3,491.1万 | 49.3万股 | $1,016.8万 | 10.9万股 | +38.5万股+354.76% | 加仓 |
| IiShares安硕信托IVW |
| 12.65% | 15.25% | $1,863.8万 | 11.3万股 | $2,221.0万 | 11.5万股 | -1,776股-1.55% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 9.66% | 0.22% | $1,423.6万 | 13.8万股 | $31.4万 | 2,520股 | +13.5万股+5,364.01% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 5.25% | 8.39% | $773.3万 | 23.4万股 | $1,221.6万 | 25.5万股 | -2.1万股-8.35% | 减仓 |
| SSPDR道富系列信托SDY |
| 5.03% | 8.69% | $741.7万 | 9.3万股 | $1,265.6万 | 11.8万股 | -2.5万股-21.07% | 减仓 |
| WWisdomTree信托DGRW |
| 4.99% | 6.36% | $735.0万 | 18.9万股 | $926.0万 | 19.1万股 | -2,139股-1.12% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 4.86% | 7.6% | $716.1万 | 39.7万股 | $1,106.2万 | 38.6万股 | +1.2万股+3.03% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.66% | 10.1% | $686.2万 | 20.6万股 | $1,470.4万 | 33.4万股 | -12.8万股-38.32% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.37% | 3.28% | $496.5万 | 6.0万股 | $477.4万 | 5.9万股 | +1,187股+2.00% | 加仓 |
| SSPDR Barclays High-Yield |
| 3.16% | 4.23% | $465.2万 | 4.9万股 | $616.0万 | 5.6万股 | -7,138股-12.69% | 减仓 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 2.3% | 3.2% | $338.3万 | 14.1万股 | $465.7万 | 15.7万股 | -1.6万股-10.13% | 减仓 |
| IiShares安硕信托SHV |
| 1.85% | — | $272.1万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| MMarket Vectors Short Term Muni |
| 1.81% | 3.68% | $266.6万 | 15.3万股 | $535.3万 | 30.1万股 | -14.7万股-49.01% | 减仓 |
| JJ P MORGAN EXCHANGE-TRADED F |
| 1.79% | 2.98% | $264.3万 | 13.9万股 | $434.5万 | 18.4万股 | -4.4万股-24.19% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 1.79% | 2.84% | $263.9万 | 10.9万股 | $413.6万 | 10.9万股 | +516股+0.47% | 加仓 |
| V先锋领航指数基金VBK |
| 1.63% | 2.11% | $240.6万 | 1.6万股 | $306.9万 | 1.5万股 | +565股+3.66% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.4% | 1.65% | $206.3万 | 1.4万股 | $240.9万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.39% | 1.73% | $204.9万 | 1.7万股 | $251.7万 | 1.6万股 | +357股+2.16% | 加仓 |
| IiShares安硕信托GJS |
| 1.34% | — | $197.1万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| S道富SLYG |
| 1.15% | 1.77% | $169.7万 | 3.7万股 | $257.6万 | 4.0万股 | -3,187股-7.98% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.95% | 0.79% | $140.2万 | 1.4万股 | $114.4万 | 1.1万股 | +2,903股+25.77% | 加仓 |
| GGuggenheim S&P Midcap 400 Pure Growth |
| 0.87% | — | $128.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IINVESCO LG VALUEPWVUSD |
| 0.77% | 1.07% | $114.0万 | 3.8万股 | $156.4万 | 3.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.76% | 1.12% | $112.1万 | 4,339股 | $162.7万 | 5,033股 | -694股-13.79% | 减仓 |
| G高盛ETF信托GBIL |
| 0.56% | 0.55% | $82.0万 | 8,138股 | $79.5万 | 7,939股 | +199股+2.51% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.44% | 0.59% | $65.1万 | 1.2万股 | $85.2万 | 1.2万股 | -103股-0.84% | 减仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 0.36% | 1.66% | $52.5万 | 6,156股 | $241.8万 | 1.7万股 | -1.1万股-63.43% | 减仓 |
| IiShares安硕信托TIP |
| 0.27% | 1.02% | $39.9万 | 3,386股 | $148.8万 | 1.3万股 | -9,378股-73.47% | 减仓 |
| IiShares安硕信托SHYG |
| 0.22% | 0.26% | $32.9万 | 8,057股 | $37.4万 | 8,057股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAUUSD |
| 0.2% | — | $28.8万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IiShares安硕信托HYG |
| 0.19% | 0.22% | $28.0万 | 3,627股 | $31.9万 | 3,627股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.17% | 0.25% | $25.0万 | 3,900股 | $37.0万 | 3,900股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.16% | — | $23.2万 | 2,662股 | $0 | 0股 | +2,662股 | 新买入 |
| I景顺QQQ信托QQQ |
| 0.16% | — | $23.2万 | 1,221股 | $0 | 0股 | +1,221股 | 新买入 |
| IiShares安硕信托EEM |
| 0.15% | 0.21% | $22.5万 | 6,594股 | $30.7万 | 6,832股 | -238股-3.48% | 减仓 |