| IiShares安硕信托VLUE |
| 33.98% | 30.5% | $8.93亿 | 447.1万股 | $6.60亿 | 464.5万股 | -17.4万股-3.74% | 减仓 |
| AAvantis·U SAVUV |
| 13.4% | 14.45% | $3.52亿 | 282.4万股 | $3.13亿 | 283.3万股 | -9,009股-0.32% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 11.17% | 12.83% | $2.94亿 | 190.3万股 | $2.78亿 | 190.5万股 | -2,468股-0.13% | 减仓 |
| A美国世纪ETF信托AVSC |
| 9.91% | 10.32% | $2.61亿 | 355.3万股 | $2.23亿 | 358.6万股 | -3.3万股-0.92% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTGRT |
| 9.82% | 10.19% | $2.58亿 | 564.7万股 | $2.21亿 | 561.7万股 | +3.0万股+0.53% | 加仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 9.22% | 10.88% | $2.42亿 | 235.1万股 | $2.36亿 | 236.0万股 | -8,994股-0.38% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.61% | 2.84% | $6,858.4万 | 28.2万股 | $6,148.9万 | 28.3万股 | -784股-0.28% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTURF |
| 2.14% | 0.01% | $5,614.7万 | 180.6万股 | $22.3万 | 6,367股 | +180.0万股+28,272.83% | 加仓 |
| C资本集团股息价值CCBG |
| 1.58% | 1.58% | $4,162.7万 | 84.5万股 | $3,417.8万 | 80.3万股 | +4.1万股+5.14% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.18% | 1.11% | $3,090.5万 | 89.3万股 | $2,393.7万 | 81.2万股 | +8.1万股+9.98% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.06% | 1.29% | $2,778.4万 | 27.6万股 | $2,797.4万 | 27.8万股 | -2,552股-0.92% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.74% | 0.68% | $1,957.4万 | 41.5万股 | $1,467.2万 | 36.5万股 | +5.0万股+13.60% | 加仓 |
| AAvantis Total Equity Markets ETFAVTM |
| 0.4% | 0.44% | $1,046.0万 | 19.2万股 | $962.6万 | 20.5万股 | -1.3万股-6.17% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.32% | 0.35% | $842.1万 | 12.0万股 | $751.0万 | 12.0万股 | +212股+0.18% | 加仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.3% | 0.33% | $788.1万 | 17.6万股 | $711.8万 | 16.0万股 | +1.6万股+9.73% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.15% | 0.16% | $392.6万 | 5,257股 | $341.5万 | 5,251股 | +6股+0.11% | 加仓 |
| V先锋领航指数基金VUG |
| 0.15% | 0.08% | $388.3万 | 4.5万股 | $181.8万 | 4,163股 | +4.1万股+982.80% | 加仓 |
| IiShares安硕信托EFV |
| 0.1% | 0.11% | $258.6万 | 3.4万股 | $245.9万 | 3.3万股 | +713股+2.16% | 加仓 |
| S嘉信策略信托SCHC |
| 0.09% | 0.1% | $237.1万 | 4.5万股 | $219.9万 | 4.5万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.08% | 0.13% | $221.3万 | 1.6万股 | $276.1万 | 1.6万股 | -89股-0.55% | 减仓 |
| V先锋领航指数基金VTV |
| 0.08% | 0.04% | $209.3万 | 9,603股 | $82.5万 | 4,203股 | +5,400股+128.48% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.07% | 0.03% | $184.1万 | 1.5万股 | $75.3万 | 1,766股 | +1.3万股+739.41% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.06% | 0.07% | $170.7万 | 3.8万股 | $149.6万 | 3.8万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.06% | 0.1% | $163.5万 | 9,865股 | $212.2万 | 1.0万股 | -392股-3.82% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.06% | 0.07% | $150.9万 | 2.6万股 | $147.8万 | 2.5万股 | +677股+2.68% | 加仓 |
| IiShares安硕信托AOA |
| 0.06% | 0.05% | $145.0万 | 1.5万股 | $119.0万 | 1.3万股 | +1,411股+10.50% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.05% | 0.02% | $140.1万 | 2.6万股 | $32.6万 | 5,317股 | +2.1万股+396.29% | 加仓 |
 苹果AAPL |
| 0.05% | 0.06% | $134.6万 | 4,651股 | $126.1万 | 4,968股 | -317股-6.38% | 减仓 |
| WWisdomTree信托EZM |
| 0.05% | 0.05% | $132.1万 | 1.7万股 | $117.2万 | 1.7万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.05% | 0.05% | $123.3万 | 3,332股 | $105.7万 | 3,294股 | +38股+1.15% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.05% | 0.05% | $119.0万 | 1,691股 | $108.4万 | 1,758股 | -67股-3.81% | 减仓 |
| S道富SPYM |
| 0.04% | 0.05% | $114.1万 | 1.3万股 | $99.4万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.04% | 0.04% | $105.7万 | 4,468股 | $95.9万 | 4,459股 | +9股+0.20% | 加仓 |
| S道富SPYV |
| 0.04% | 0.04% | $101.3万 | 1.7万股 | $94.1万 | 1.7万股 | +24股+0.14% | 加仓 |
| V先锋领航全球基金VDE |
| 0.04% | 0.05% | $98.9万 | 6,588股 | $115.4万 | 6,667股 | -79股-1.18% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.04% | 0.04% | $98.6万 | 1.2万股 | $92.7万 | 1.2万股 | +163股+1.38% | 加仓 |
 Arista网络ANET |
| 0.03% | 0.03% | $84.2万 | 4,955股 | $60.8万 | 4,955股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.03% | 0.03% | $81.8万 | 1,093股 | $71.2万 | 1,090股 | +3股+0.28% | 加仓 |
| V先锋领航指数基金VXF |
| 0.03% | 0.03% | $80.1万 | 3,252股 | $66.9万 | 3,250股 | +2股+0.06% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 0.03% | 0.04% | $79.3万 | 1.2万股 | $88.5万 | 1.2万股 | -72股-0.61% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.03% | 0.03% | $79.0万 | 8,194股 | $72.3万 | 8,147股 | +47股+0.58% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.03% | 0.03% | $78.6万 | 4,973股 | $64.9万 | 4,384股 | +589股+13.44% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.03% | 0.04% | $78.1万 | 1.5万股 | $76.4万 | 1.5万股 | +130股+0.85% | 加仓 |
 微软MSFT |
| 0.03% | 0.04% | $76.6万 | 2,054股 | $79.9万 | 2,158股 | -104股-4.82% | 减仓 |
| F富达Covington信托FFUT |
| 0.03% | — | $65.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.02% | 0.02% | $65.6万 | 1,856股 | $53.2万 | 1,856股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VAW |
| 0.02% | 0.03% | $64.3万 | 2,809股 | $63.2万 | 2,804股 | +5股+0.18% | 加仓 |
| V先锋领航指数基金VV |
| 0.02% | 0.02% | $61.3万 | 1,782股 | $53.3万 | 1,782股 | 00.00% | 持仓不变 |
 ALBERTSONS COMPANIES INCACI |
| 0.02% | 0.03% | $57.7万 | 4.3万股 | $71.9万 | 4.2万股 | +451股+1.07% | 加仓 |
| IiShares安硕·COREIJH |
| 0.02% | 0.02% | $56.4万 | 7,321股 | $49.4万 | 7,319股 | +2股+0.03% | 加仓 |
