| S嘉信策略信托SCHR |
| 8.78% | 9.2% | $8,775.7万 | 178.1万股 | $8,930.0万 | 177.1万股 | +1.0万股+0.56% | 加仓 |
| S嘉信策略信托SCHF |
| 5.59% | 5.72% | $5,589.7万 | 156.8万股 | $5,552.7万 | 159.6万股 | -2.8万股-1.73% | 减仓 |
 iShares安硕·MBSACGL |
| 4.13% | 1.96% | $4,125.7万 | 44.2万股 | $1,899.0万 | 20.0万股 | +24.2万股+120.67% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.58% | 3.7% | $3,574.0万 | 47.2万股 | $3,592.8万 | 47.1万股 | +1,065股+0.23% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.56% | 3.51% | $3,560.2万 | 21.9万股 | $3,404.3万 | 22.1万股 | -1,865股-0.84% | 减仓 |
| S嘉信·USSCHA |
| 3.41% | 3.32% | $3,412.3万 | 77.9万股 | $3,218.1万 | 76.7万股 | +1.2万股+1.51% | 加仓 |
| IiShares安硕信托IEFA |
| 3.25% | 3.27% | $3,253.2万 | 48.2万股 | $3,172.2万 | 47.5万股 | +7,427股+1.57% | 加仓 |
 苹果AAPL |
| 2.74% | 2.46% | $2,734.5万 | 14.1万股 | $2,392.2万 | 14.5万股 | -4,093股-2.82% | 减仓 |
| IiShares安硕IEMG |
| 2.69% | 2.74% | $2,688.2万 | 54.5万股 | $2,659.5万 | 54.5万股 | +302股+0.06% | 加仓 |
| V先锋领航指数基金VOO |
| 2.53% | 2.33% | $2,527.8万 | 6.2万股 | $2,266.0万 | 6.0万股 | +1,812股+3.01% | 加仓 |
| IiShares安硕信托AGG |
| 2.21% | 2.17% | $2,204.5万 | 22.5万股 | $2,105.5万 | 21.1万股 | +1.4万股+6.51% | 加仓 |
| IiShares安硕信托STIP |
| 2.01% | 2.07% | $2,014.0万 | 20.6万股 | $2,005.6万 | 20.2万股 | +4,241股+2.10% | 加仓 |
| S嘉信策略信托SCHM |
| 1.79% | 1.76% | $1,790.7万 | 25.2万股 | $1,705.7万 | 25.1万股 | +715股+0.28% | 加仓 |
| IiShares安硕·COREIJR |
| 1.69% | 1.61% | $1,692.6万 | 17.0万股 | $1,558.5万 | 16.1万股 | +8,687股+5.39% | 加仓 |
| V先锋领航·MIDVO |
| 1.49% | 1.38% | $1,486.0万 | 6.7万股 | $1,336.4万 | 6.3万股 | +4,138股+6.53% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.4% | 1.4% | $1,396.5万 | 18.1万股 | $1,361.1万 | 17.9万股 | +2,250股+1.26% | 加仓 |
 微软MSFT |
| 1.37% | 1.22% | $1,364.6万 | 4.0万股 | $1,186.3万 | 4.1万股 | -1,076股-2.62% | 减仓 |
 联合健康UNH |
| 1.19% | 1.22% | $1,192.4万 | 2.5万股 | $1,185.5万 | 2.5万股 | -276股-1.10% | 减仓 |
| V先锋领航全球基金VGT |
| 1.17% | 1.08% | $1,170.5万 | 2.6万股 | $1,051.9万 | 2.7万股 | -816股-2.99% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.17% | 1.15% | $1,166.8万 | 33.9万股 | $1,113.3万 | 32.6万股 | +1.3万股+4.04% | 加仓 |
| V先锋领航指数基金VTV |
| 1.13% | 1.12% | $1,126.0万 | 7.9万股 | $1,088.6万 | 7.9万股 | +416股+0.53% | 加仓 |
| I景顺自营指数基金POWA |
| 1.07% | 1.07% | $1,065.2万 | 15.4万股 | $1,039.8万 | 15.5万股 | -694股-0.45% | 减仓 |
| IiShares安硕信托GJS |
| 0.94% | 0.61% | $935.6万 | 40.9万股 | $595.5万 | 25.5万股 | +15.4万股+60.40% | 加仓 |
 美敦力MDT |
| 0.9% | 0.84% | $903.3万 | 10.3万股 | $812.8万 | 10.1万股 | +1,712股+1.70% | 加仓 |
| I景顺·S&PSPHQ |
| 0.85% | 0.84% | $852.1万 | 16.9万股 | $812.1万 | 17.2万股 | -2,723股-1.59% | 减仓 |
 康明斯CMI |
| 0.78% | 0.77% | $775.8万 | 3.2万股 | $751.0万 | 3.1万股 | +205股+0.65% | 加仓 |
 强生JNJ |
| 0.77% | 0.73% | $768.9万 | 4.6万股 | $710.6万 | 4.6万股 | +606股+1.32% | 加仓 |
 霍尼韦尔HON |
| 0.77% | 0.72% | $765.7万 | 3.7万股 | $701.2万 | 3.7万股 | +215股+0.59% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.74% | 0.73% | $736.2万 | 15.8万股 | $705.4万 | 15.0万股 | +8,264股+5.52% | 加仓 |
 可口可乐KO |
| 0.7% | 0.73% | $703.0万 | 11.7万股 | $707.6万 | 11.4万股 | +2,661股+2.33% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH |
| 0.7% | 0.71% | $696.3万 | 2.3万股 | $687.9万 | 2.4万股 | -220股-0.93% | 减仓 |
 LOWES COS COMLOW |
| 0.69% | 0.62% | $687.2万 | 3.0万股 | $598.2万 | 3.0万股 | +531股+1.77% | 加仓 |
 宝洁PG |
| 0.67% | 0.68% | $673.6万 | 4.4万股 | $659.8万 | 4.4万股 | +17股+0.04% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.67% | 0.69% | $670.9万 | 8.9万股 | $673.3万 | 8.8万股 | +1,441股+1.64% | 加仓 |
 SMITH A OAOS |
| 0.64% | 0.61% | $635.7万 | 8.7万股 | $588.8万 | 8.5万股 | +2,200股+2.58% | 加仓 |
 德州仪器TXN |
| 0.63% | 0.68% | $633.9万 | 3.5万股 | $656.2万 | 3.5万股 | -65股-0.18% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.62% | 0.55% | $616.0万 | 14.4万股 | $536.9万 | 14.4万股 | +704股+0.49% | 加仓 |
 VisaV |
| 0.59% | 0.56% | $586.9万 | 2.5万股 | $546.9万 | 2.4万股 | +457股+1.88% | 加仓 |
 星巴克SBUX |
| 0.58% | 0.62% | $583.3万 | 5.9万股 | $606.2万 | 5.8万股 | +676股+1.16% | 加仓 |
 摩根大通JPM |
| 0.58% | 0.55% | $578.5万 | 4.0万股 | $529.9万 | 4.1万股 | -887股-2.18% | 减仓 |
 CHUBB LIMITEDCB |
| 0.56% | 0.59% | $559.1万 | 2.9万股 | $570.5万 | 2.9万股 | -343股-1.17% | 减仓 |
 ADPADP |
| 0.55% | 0.57% | $554.1万 | 2.5万股 | $552.2万 | 2.5万股 | +407股+1.64% | 加仓 |
 美国电力AEP |
| 0.55% | 0.43% | $547.3万 | 6.5万股 | $414.0万 | 4.6万股 | +1.9万股+42.85% | 加仓 |
| D发现金融DFS |
| 0.54% | 0.46% | $544.4万 | 4.7万股 | $447.4万 | 4.5万股 | +1,326股+2.93% | 加仓 |
 亚马逊AMZN |
| 0.54% | 0.45% | $542.6万 | 4.2万股 | $438.9万 | 4.2万股 | -871股-2.05% | 减仓 |
 多佛DOV |
| 0.54% | 0.55% | $536.8万 | 3.6万股 | $536.2万 | 3.5万股 | +1,062股+3.01% | 加仓 |
| NNUSHARES ETF TRNUBD |
| 0.53% | 0.43% | $531.3万 | 24.2万股 | $415.1万 | 18.6万股 | +5.6万股+30.12% | 加仓 |
 PPG工业PPG |
| 0.51% | 0.46% | $514.5万 | 3.5万股 | $450.1万 | 3.4万股 | +999股+2.96% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.49% | 0.44% | $487.4万 | 6.5万股 | $425.9万 | 6.5万股 | -314股-0.48% | 减仓 |
 TRAVELERS COSTRV |
| 0.48% | 0.47% | $475.2万 | 2.7万股 | $456.4万 | 2.7万股 | +734股+2.76% | 加仓 |
