| IiShares安硕信托IVV |
| 11.82% | 10.64% | $8,494.9万 | 11.3万股 | $6,827.7万 | 10.4万股 | +9,238股+8.87% | 加仓 |
| S嘉信·USSCHX |
| 9.1% | 8.69% | $6,541.5万 | 222.3万股 | $5,580.2万 | 217.6万股 | +4.6万股+2.13% | 加仓 |
| IiShares安硕信托AGG |
| 6.1% | 6.32% | $4,388.0万 | 44.3万股 | $4,053.5万 | 40.8万股 | +3.5万股+8.60% | 加仓 |
| IiShares安硕信托HYG |
| 5.35% | 5.74% | $3,847.1万 | 48.1万股 | $3,680.7万 | 46.3万股 | +1.8万股+3.98% | 加仓 |
| IiShares安硕信托LQD |
| 4.97% | 4.95% | $3,569.9万 | 32.7万股 | $3,174.5万 | 29.1万股 | +3.6万股+12.37% | 加仓 |
| IiShares安硕信托IEFA |
| 4.46% | 4.15% | $3,203.1万 | 33.2万股 | $2,665.0万 | 29.4万股 | +3.7万股+12.67% | 加仓 |
| IiShares安硕IEMG |
| 3.98% | 3.6% | $2,863.3万 | 34.6万股 | $2,308.2万 | 33.1万股 | +1.5万股+4.50% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 3.75% | 4.26% | $2,692.9万 | 52.8万股 | $2,737.1万 | 53.7万股 | -9,703股-1.81% | 减仓 |
| IiShares安硕信托EMB |
| 3.21% | 3.25% | $2,305.3万 | 23.9万股 | $2,083.7万 | 22.2万股 | +1.7万股+7.76% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 3.08% | 3.67% | $2,212.9万 | 95.7万股 | $2,356.3万 | 101.5万股 | -5.8万股-5.72% | 减仓 |
| S嘉信策略信托SCHF |
| 3.04% | 3.04% | $2,188.8万 | 79.0万股 | $1,951.5万 | 78.8万股 | +1,727股+0.22% | 加仓 |
| IiShares安硕·COREIJH |
| 2.56% | 2.42% | $1,838.8万 | 23.8万股 | $1,555.4万 | 23.0万股 | +8,197股+3.56% | 加仓 |
| S嘉信策略信托SCHE |
| 2.4% | 2.52% | $1,728.3万 | 47.7万股 | $1,616.3万 | 49.1万股 | -1.4万股-2.83% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 2.32% | 2.8% | $1,670.5万 | 54.2万股 | $1,800.1万 | 58.5万股 | -4.3万股-7.41% | 减仓 |
| IiShares安硕·COREIJR |
| 2.18% | 1.97% | $1,566.4万 | 10.6万股 | $1,261.6万 | 10.1万股 | +4,163股+4.10% | 加仓 |
| IiShares安硕信托GVI |
| 2.17% | 2.31% | $1,559.8万 | 14.5万股 | $1,485.6万 | 14.0万股 | +4,984股+3.56% | 加仓 |
| S道富SPYM |
| 2.12% | 2.01% | $1,527.2万 | 17.4万股 | $1,288.6万 | 16.8万股 | +5,430股+3.23% | 加仓 |
| S嘉信策略信托SCHM |
| 1.87% | 1.81% | $1,343.6万 | 36.4万股 | $1,164.7万 | 37.6万股 | -1.2万股-3.13% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.67% | 1.58% | $1,200.4万 | 41.5万股 | $1,015.7万 | 40.5万股 | +9,822股+2.43% | 加仓 |
| IiShares安硕信托ITOT |
| 1.65% | 1.46% | $1,184.6万 | 7.2万股 | $937.1万 | 6.6万股 | +6,339股+9.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.52% | 1.44% | $1,089.2万 | 1.5万股 | $922.1万 | 1.4万股 | +407股+2.87% | 加仓 |
| S嘉信·USSCHA |
| 1.48% | 1.41% | $1,064.7万 | 29.5万股 | $903.7万 | 31.1万股 | -1.6万股-5.17% | 减仓 |
| S道富SPAB |
| 1.39% | 1.56% | $997.5万 | 39.1万股 | $1,002.6万 | 39.1万股 | -479股-0.12% | 减仓 |
 苹果AAPL |
| 1.36% | 1.35% | $975.9万 | 3.4万股 | $866.1万 | 3.4万股 | -399股-1.17% | 减仓 |
| S道富SPIB |
| 1.12% | 1.16% | $803.4万 | 24.0万股 | $742.5万 | 22.1万股 | +1.9万股+8.46% | 加仓 |
| IiShares安硕信托SHYG |
| 1.03% | 1.16% | $743.5万 | 17.5万股 | $742.9万 | 17.6万股 | -258股-0.15% | 减仓 |
| IiShares安硕信托DGRO |
| 1.03% | 0.97% | $740.3万 | 9.8万股 | $624.6万 | 8.9万股 | +8,685股+9.76% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.84% | 0.85% | $605.8万 | 11.7万股 | $547.1万 | 11.7万股 | +368股+0.32% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.82% | 0.81% | $593.0万 | 11.8万股 | $517.8万 | 11.3万股 | +4,249股+3.75% | 加仓 |
 高露洁CL |
| 0.81% | 0.85% | $585.8万 | 6.4万股 | $544.5万 | 6.4万股 | +2股+0.00% | 加仓 |
| S嘉信策略信托SCHD |
| 0.79% | 1.01% | $569.5万 | 18.0万股 | $645.6万 | 21.0万股 | -3.1万股-14.66% | 减仓 |
| IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY |
| 0.64% | 0.76% | $458.7万 | 21.2万股 | $485.3万 | 23.2万股 | -2.0万股-8.76% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.5% | 0.48% | $357.7万 | 2.9万股 | $307.1万 | 7,201股 | +2.2万股+300.01% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.48% | 0.46% | $345.5万 | 10.2万股 | $297.5万 | 10.2万股 | -34股-0.03% | 减仓 |
| S道富SPMD |
| 0.41% | 0.41% | $293.9万 | 4.4万股 | $260.3万 | 4.4万股 | -451股-1.03% | 减仓 |
 微软MSFT |
| 0.36% | 0.41% | $261.8万 | 7,017股 | $260.0万 | 7,025股 | -8股-0.11% | 减仓 |
| SSPDR道富系列信托TFI |
| 0.36% | 0.49% | $256.2万 | 5.6万股 | $313.7万 | 6.9万股 | -1.3万股-19.13% | 减仓 |
| S道富SPSM |
| 0.34% | 0.33% | $246.2万 | 4.3万股 | $209.8万 | 4.3万股 | -739股-1.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.29% | 0.26% | $208.1万 | 5,890股 | $169.0万 | 5,890股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.27% | 0.3% | $190.6万 | 2,588股 | $193.3万 | 3,349股 | -761股-22.72% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.26% | 0.24% | $188.3万 | 2.1万股 | $156.1万 | 2.0万股 | +1,002股+5.08% | 加仓 |
 强生JNJ |
| 0.26% | 0.28% | $186.8万 | 7,357股 | $179.8万 | 7,356股 | +1股+0.01% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.25% | 0.27% | $180.6万 | 2.2万股 | $171.4万 | 2.1万股 | +1,239股+5.97% | 加仓 |
| SSPDR道富系列信托SPYD |
| 0.25% | 0.27% | $178.0万 | 3.7万股 | $175.9万 | 3.9万股 | -1,342股-3.47% | 减仓 |
| CCOCA COLA CONSCOKE |
| 0.24% | 0.11% | $174.6万 | 9,140股 | $70.3万 | 9,240股 | -100股-1.08% | 减仓 |
 英伟达NVDA |
| 0.24% | 0.24% | $174.0万 | 8,696股 | $151.4万 | 8,683股 | +13股+0.15% | 加仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 0.23% | 0.34% | $161.9万 | 1.7万股 | $216.4万 | 2.2万股 | -5,644股-25.25% | 减仓 |
 谷歌AGOOGL |
| 0.22% | 0.19% | $154.7万 | 4,329股 | $123.9万 | 4,309股 | +20股+0.46% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.21% | 0.21% | $148.7万 | 6,989股 | $134.1万 | 6,989股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.18% | 0.17% | $128.9万 | 1,876股 | $110.3万 | 1,845股 | +31股+1.68% | 加仓 |
