| IINVESCO QQQ TRUST |
| 6.23% | — | $1,304.4万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.61% | 5.67% | $1,175.7万 | 10.0万股 | $1,031.8万 | 10.0万股 | +538股+0.54% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.94% | 3.62% | $825.2万 | 18.4万股 | $657.6万 | 18.4万股 | -308股-0.17% | 减仓 |
| SSPDR道富系列信托SDY |
| 3.48% | 3.58% | $729.3万 | 8.0万股 | $651.2万 | 8.2万股 | -1,578股-1.94% | 减仓 |
| IiShares安硕信托IJK |
| 3.22% | 2.83% | $673.4万 | 3.0万股 | $513.9万 | 2.9万股 | +1,265股+4.39% | 加仓 |
| S嘉信·USSCHA |
| 3.03% | 2.75% | $633.6万 | 9.7万股 | $499.8万 | 9.7万股 | -47股-0.05% | 减仓 |
| IiShares安硕信托EFAV |
| 2.34% | 2.47% | $490.4万 | 7.4万股 | $449.9万 | 7.3万股 | +1,725股+2.38% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.29% | 2.35% | $478.5万 | 6.1万股 | $428.0万 | 6.1万股 | -346股-0.56% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.26% | 2.07% | $472.3万 | 4.7万股 | $377.3万 | 4.7万股 | -856股-1.81% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 2.06% | 1.97% | $430.5万 | 1.7万股 | $358.0万 | 1.6万股 | +363股+2.22% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 2.03% | 2.18% | $424.4万 | 20.0万股 | $396.0万 | 22.0万股 | -1.9万股-8.81% | 减仓 |
| IiShares安硕·COREIJR |
| 1.97% | 1.85% | $412.3万 | 6.0万股 | $336.7万 | 6.0万股 | +376股+0.63% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.68% | 1.55% | $352.2万 | 4.8万股 | $281.1万 | 4.7万股 | +1,417股+3.05% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.65% | 1.68% | $345.4万 | 6.9万股 | $306.4万 | 6.9万股 | -289股-0.42% | 减仓 |
 微软MSFT |
| 1.6% | 1.36% | $334.7万 | 1.6万股 | $247.4万 | 1.6万股 | +759股+4.84% | 加仓 |
| V先锋领航指数基金VBK |
| 1.56% | 1.34% | $326.7万 | 1.6万股 | $243.1万 | 1.6万股 | +191股+1.18% | 加仓 |
| V先锋领航全球基金VAW |
| 1.35% | 1.94% | $283.2万 | 2.3万股 | $352.2万 | 3.7万股 | -1.3万股-35.86% | 减仓 |
| S嘉信策略信托SCHD |
| 1.33% | 1.32% | $278.1万 | 5.4万股 | $240.0万 | 5.3万股 | +393股+0.74% | 加仓 |
| V先锋领航指数基金VOO |
| 1.25% | 0.86% | $261.8万 | 9,237股 | $157.3万 | 6,644股 | +2,593股+39.03% | 加仓 |
| IiShares安硕信托IWD |
| 1.24% | 1.26% | $260.7万 | 2.3万股 | $228.5万 | 2.3万股 | +112股+0.49% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.13% | 1.1% | $236.6万 | 1.5万股 | $199.8万 | 1.6万股 | -1,468股-8.93% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.12% | 1.1% | $234.1万 | 1.4万股 | $199.3万 | 1.4万股 | -670股-4.63% | 减仓 |
| V先锋领航指数基金VB |
| 1.06% | 0.62% | $221.3万 | 1.5万股 | $113.4万 | 9,824股 | +5,363股+54.59% | 加仓 |
 DTE ENERGY COMDTE |
| 1.05% | 1.07% | $220.7万 | 2.1万股 | $195.0万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 1.04% | 0.9% | $218.2万 | 1.1万股 | $163.1万 | 1.1万股 | +541股+5.00% | 加仓 |
| S嘉信策略信托SCHM |
| 0.97% | 0.9% | $204.0万 | 3.9万股 | $163.2万 | 3.9万股 | +56股+0.14% | 加仓 |
| IiShares安硕·COREIJH |
| 0.95% | 0.9% | $199.5万 | 1.1万股 | $164.3万 | 1.1万股 | -204股-1.79% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.93% | 1.26% | $193.8万 | 1.0万股 | $228.8万 | 1.4万股 | -3,716股-26.97% | 减仓 |
| IiShares安硕信托EFG |
| 0.91% | 0.9% | $190.9万 | 2.3万股 | $163.2万 | 2.3万股 | +20股+0.09% | 加仓 |
 联合健康UNH |
| 0.86% | 0.84% | $180.9万 | 6,136股 | $153.0万 | 6,136股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.85% | 0.87% | $177.3万 | 1.8万股 | $158.4万 | 1.8万股 | +17股+0.10% | 加仓 |
| V先锋领航指数基金VXF |
| 0.84% | 0.72% | $176.6万 | 1.5万股 | $130.7万 | 1.4万股 | +481股+3.33% | 加仓 |
 苹果AAPL |
| 0.84% | 0.68% | $176.2万 | 4,832股 | $122.8万 | 4,832股 | 00.00% | 持仓不变 |
| PPAYCOM SOFTWAREPAYC |
| 0.84% | 0.63% | $174.9万 | 5,650股 | $114.1万 | 5,650股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.82% | 1.25% | $171.3万 | 3.0万股 | $227.3万 | 4.1万股 | -1.1万股-26.01% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.8% | 0.89% | $167.5万 | 3.3万股 | $162.7万 | 3.3万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.8% | 0.75% | $167.4万 | 5,662股 | $136.7万 | 5,662股 | 00.00% | 持仓不变 |
 VeevaVEEV |
| 0.78% | 0.56% | $164.0万 | 7,000股 | $102.4万 | 6,550股 | +450股+6.87% | 加仓 |
| T赛默飞世尔TMO |
| 0.71% | 0.64% | $147.7万 | 4,079股 | $115.6万 | 4,079股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.69% | 0.6% | $143.7万 | 6,948股 | $109.8万 | 6,948股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.67% | 0.64% | $141.2万 | 8,224股 | $116.2万 | 8,216股 | +8股+0.10% | 加仓 |
| S嘉信·USSCHX |
| 0.66% | 0.63% | $137.7万 | 1.9万股 | $113.7万 | 1.9万股 | +20股+0.11% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.66% | 0.63% | $137.7万 | 9,705股 | $113.7万 | 9,705股 | 00.00% | 持仓不变 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.66% | 0.65% | $137.6万 | 4.9万股 | $118.9万 | 4.9万股 | -672股-1.36% | 减仓 |
| IiShares安硕信托IMCG |
| 0.65% | 0.56% | $137.1万 | 4,676股 | $101.9万 | 4,675股 | +1股+0.02% | 加仓 |
| IiShares安硕信托TIP |
| 0.62% | 2.42% | $128.9万 | 1.0万股 | $440.8万 | 3.7万股 | -2.7万股-71.97% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.58% | 0.56% | $121.9万 | 1.2万股 | $101.2万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.58% | 2.36% | $120.8万 | 3.1万股 | $429.7万 | 12.9万股 | -9.8万股-75.84% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.57% | 0.58% | $118.7万 | 2.0万股 | $106.2万 | 2.0万股 | -383股-1.93% | 减仓 |
 摩根大通JPM |
| 0.55% | 0.5% | $116.1万 | 1.2万股 | $91.6万 | 1.0万股 | +2,174股+21.36% | 加仓 |
