| C资本集团固定收益ETF信托CGMS |
| 12.64% | 8.89% | $1.04亿 | 379.2万股 | $6,804.2万 | 249.9万股 | +129.3万股+51.74% | 加仓 |
| S嘉信策略信托SCHC |
| 7.08% | 7.07% | $5,806.4万 | 110.1万股 | $5,409.6万 | 110.6万股 | -5,046股-0.46% | 减仓 |
| V先锋领航白厅基金VYMI |
| 4.98% | 5.1% | $4,080.1万 | 41.5万股 | $3,903.1万 | 41.4万股 | +1,320股+0.32% | 加仓 |
| V先锋领航白厅基金VNQ |
| 4.92% | 5.04% | $4,029.1万 | 43.1万股 | $3,854.1万 | 43.6万股 | -4,215股-0.97% | 减仓 |
| IiShares安硕信托ICSH |
| 4.58% | 4.84% | $3,757.0万 | 74.3万股 | $3,704.6万 | 73.2万股 | +1.1万股+1.49% | 加仓 |
| V先锋领航全球基金MGV |
| 3.93% | 3.75% | $3,220.6万 | 19.7万股 | $2,866.0万 | 19.8万股 | -688股-0.35% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.39% | 3.3% | $2,780.2万 | 11.7万股 | $2,520.8万 | 11.7万股 | +281股+0.24% | 加仓 |
| S嘉信策略信托SCHD |
| 3.38% | 3.5% | $2,768.7万 | 87.3万股 | $2,676.9万 | 87.3万股 | +603股+0.07% | 加仓 |
| C资本集团股息价值CCBG |
| 3.24% | 2.99% | $2,657.9万 | 53.9万股 | $2,283.9万 | 53.7万股 | +2,465股+0.46% | 加仓 |
| V先锋领航·HEALTHVHT |
| 3.24% | 3.17% | $2,653.2万 | 8.9万股 | $2,425.5万 | 8.9万股 | -331股-0.37% | 减仓 |
| IiShares安硕信托STIP |
| 3.23% | — | $2,643.8万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
| S道富SPYM |
| 2.65% | 2.41% | $2,176.1万 | 24.8万股 | $1,841.7万 | 24.1万股 | +7,011股+2.91% | 加仓 |
| SSPDR行业精选信托XLF |
| 2.6% | 2.62% | $2,132.3万 | 39.8万股 | $2,002.0万 | 40.6万股 | -7,773股-1.92% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.5% | 2.26% | $2,053.2万 | 41.2万股 | $1,732.1万 | 34.8万股 | +6.5万股+18.55% | 加仓 |
| V先锋领航全球基金VIS |
| 2.24% | 2.1% | $1,836.6万 | 5.1万股 | $1,607.4万 | 5.1万股 | -520股-1.01% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.97% | 1.82% | $1,612.6万 | 5.9万股 | $1,394.8万 | 5.9万股 | -80股-0.14% | 减仓 |
 苹果AAPL |
| 1.84% | 1.78% | $1,506.1万 | 5.2万股 | $1,359.0万 | 5.4万股 | -1,501股-2.80% | 减仓 |
| IiShares安硕·TREASURY FLOATING RATE BOND ETFICSH |
| 1.67% | — | $1,368.3万 | 27.0万股 | $0 | 0股 | +27.0万股 | 新买入 |
| V先锋领航·SMALLVBR |
| 1.64% | 1.55% | $1,343.5万 | 5.5万股 | $1,182.5万 | 5.4万股 | +859股+1.58% | 加仓 |
| S嘉信策略信托SCHF |
| 1.61% | 1.52% | $1,317.7万 | 47.6万股 | $1,161.5万 | 46.9万股 | +6,417股+1.37% | 加仓 |
| V先锋领航指数基金VB |
| 1.34% | 1.19% | $1,098.1万 | 3.6万股 | $906.8万 | 3.5万股 | +1,605股+4.64% | 加仓 |
 AMD超威AMD |
| 1.32% | 0.65% | $1,084.4万 | 1.9万股 | $497.4万 | 2.4万股 | -5,783股-23.65% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.14% | 1.18% | $937.3万 | 9.0万股 | $906.3万 | 9.3万股 | -3,075股-3.30% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.06% | 1.07% | $872.6万 | 4.4万股 | $818.8万 | 4.4万股 | -273股-0.61% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.05% | 0.96% | $860.3万 | 3.9万股 | $731.1万 | 3.8万股 | +1,088股+2.85% | 加仓 |
| IiShares安硕信托EFV |
| 1.05% | 1.1% | $856.9万 | 11.2万股 | $841.8万 | 11.3万股 | -1,280股-1.13% | 减仓 |
| GGlobal X基金PAVE |
| 0.92% | 0.79% | $756.4万 | 12.8万股 | $601.8万 | 11.8万股 | +9,927股+8.38% | 加仓 |
| V先锋领航·MIDVO |
| 0.87% | 0.77% | $713.3万 | 8.9万股 | $591.6万 | 2.1万股 | +6.8万股+329.82% | 加仓 |
| EEXTREME NETWORKSEXTR |
| 0.87% | 0.47% | $709.9万 | 21.9万股 | $360.2万 | 23.9万股 | -2.0万股-8.17% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.81% | 0.65% | $667.0万 | 21.4万股 | $499.6万 | 17.9万股 | +3.5万股+19.56% | 加仓 |
| IiShares安硕·COREIJR |
| 0.77% | 0.71% | $633.1万 | 4.3万股 | $542.3万 | 4.4万股 | -939股-2.15% | 减仓 |
 微软MSFT |
| 0.68% | 0.78% | $553.7万 | 1.5万股 | $599.7万 | 1.6万股 | -1,357股-8.38% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.64% | 0.56% | $527.0万 | 13.8万股 | $427.2万 | 13.2万股 | +6,728股+5.11% | 加仓 |
| IiShares安硕信托EEM |
| 0.62% | 0.56% | $509.2万 | 7.4万股 | $430.7万 | 7.6万股 | -1,409股-1.86% | 减仓 |
| IiShares安硕信托IVW |
| 0.54% | 0.44% | $443.0万 | 3.2万股 | $337.4万 | 3.0万股 | +2,377股+7.97% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.5% | 0.37% | $406.8万 | 4.0万股 | $285.6万 | 3.6万股 | +3,459股+9.53% | 加仓 |
| IiShares安硕信托IEFA |
| 0.46% | 0.47% | $379.3万 | 3.9万股 | $359.3万 | 4.0万股 | -417股-1.05% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 0.46% | 0.42% | $374.8万 | 8.7万股 | $322.4万 | 8.2万股 | +5,099股+6.24% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.45% | 0.48% | $370.0万 | 4.5万股 | $369.7万 | 4.5万股 | -552股-1.22% | 减仓 |
| IiShares安硕信托IVV |
| 0.45% | 0.42% | $367.1万 | 4,902股 | $319.5万 | 4,892股 | +10股+0.20% | 加仓 |
 雪佛龙CVX |
| 0.38% | 0.54% | $315.6万 | 1.9万股 | $411.3万 | 2.0万股 | -842股-4.24% | 减仓 |
 英伟达NVDA |
| 0.35% | 0.34% | $288.2万 | 1.4万股 | $259.5万 | 1.5万股 | -478股-3.21% | 减仓 |
| V先锋领航指数基金VOO |
| 0.35% | 0.32% | $286.1万 | 4,165股 | $248.6万 | 4,160股 | +5股+0.12% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.34% | 0.31% | $281.5万 | 1.8万股 | $236.6万 | 1.6万股 | +1,838股+11.50% | 加仓 |
 亚马逊AMZN |
| 0.33% | 0.33% | $273.5万 | 1.1万股 | $249.2万 | 1.2万股 | -488股-4.08% | 减仓 |
| S嘉信·USSCHX |
| 0.32% | 0.3% | $265.5万 | 9.0万股 | $230.3万 | 9.0万股 | +386股+0.43% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.32% | 0.46% | $264.9万 | 5,201股 | $354.9万 | 5,201股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.31% | 0.26% | $257.6万 | 2.6万股 | $195.4万 | 1.9万股 | +6,179股+31.84% | 加仓 |
 卡特彼勒CAT |
| 0.25% | 0.21% | $206.8万 | 1,942股 | $161.6万 | 2,280股 | -338股-14.82% | 减仓 |
| S嘉信策略信托SCHM |
| 0.22% | 0.18% | $176.9万 | 4.8万股 | $141.2万 | 4.6万股 | +2,355股+5.16% | 加仓 |
