| DDimensional维度ETF信托DFAC |
| 12.09% | 12.22% | $1.22亿 | 418.1万股 | $1.11亿 | 422.2万股 | -4.2万股-0.99% | 减仓 |
| SSPDR道富系列信托SPYG |
| 10.23% | 10.54% | $1.03亿 | 158.9万股 | $9,543.1万 | 161.0万股 | -2.1万股-1.28% | 减仓 |
| S道富SPYM |
| 8.12% | 8.1% | $8,204.9万 | 146.8万股 | $7,333.6万 | 145.9万股 | +8,648股+0.59% | 加仓 |
| S道富SPMD |
| 8.09% | 8.13% | $8,178.9万 | 167.9万股 | $7,358.9万 | 168.0万股 | -1,740股-0.10% | 减仓 |
| DDimensional维度ETF信托DFIC |
| 5.58% | 5.53% | $5,640.9万 | 221.0万股 | $5,004.2万 | 214.3万股 | +6.6万股+3.10% | 加仓 |
| S道富SPSM |
| 4.24% | 4.13% | $4,283.2万 | 101.5万股 | $3,743.4万 | 101.4万股 | +982股+0.10% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.15% | 4.45% | $4,191.0万 | 84.9万股 | $4,025.3万 | 84.2万股 | +7,387股+0.88% | 加仓 |
| DDimensional维度·USDFUV |
| 3.61% | 2.61% | $3,649.6万 | 98.1万股 | $2,359.0万 | 69.3万股 | +28.7万股+41.41% | 加仓 |
| V先锋领航指数基金VOO |
| 3.43% | 3.47% | $3,467.7万 | 7.9万股 | $3,145.5万 | 8.0万股 | -712股-0.89% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.32% | 3.46% | $3,350.6万 | 43.5万股 | $3,129.6万 | 41.6万股 | +1.9万股+4.49% | 加仓 |
| DDimensional维度·US REAL ESTATE ETFDFAR |
| 2.99% | 2.8% | $3,018.4万 | 132.7万股 | $2,538.2万 | 130.0万股 | +2.7万股+2.08% | 加仓 |
| LLEUTHOLD FDS INC |
| 2.88% | 3.07% | $2,914.5万 | 90.6万股 | $2,775.1万 | 91.6万股 | -9,904股-1.08% | 减仓 |
| DDimensional维度ETF信托DFEM |
| 2.12% | 2.19% | $2,146.2万 | 86.0万股 | $1,981.4万 | 85.0万股 | +9,825股+1.16% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.68% | 1.67% | $1,700.4万 | 50.0万股 | $1,510.3万 | 48.7万股 | +1.3万股+2.65% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 1.64% | 1.41% | $1,656.2万 | 56.9万股 | $1,276.3万 | 50.4万股 | +6.5万股+12.92% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.32% | 1.41% | $1,338.6万 | 39.0万股 | $1,276.9万 | 39.1万股 | -1,861股-0.48% | 减仓 |
| V先锋领航·S&P MID-CAP 400 ETFIVOO |
| 1.31% | 1.34% | $1,326.6万 | 14.1万股 | $1,212.8万 | 14.3万股 | -2,303股-1.61% | 减仓 |
| V先锋领航·TOTALBND |
| 1.21% | 0.11% | $1,222.6万 | 16.6万股 | $101.4万 | 1.5万股 | +15.2万股+1,044.28% | 加仓 |
 南方电力SO |
| 1.03% | 1.02% | $1,041.4万 | 14.9万股 | $927.5万 | 14.3万股 | +5,204股+3.63% | 加仓 |
 苹果AAPL |
| 0.94% | 0.95% | $952.2万 | 4.9万股 | $860.3万 | 5.0万股 | -792股-1.58% | 减仓 |
| DDimensional维度ETF信托DISV |
| 0.87% | 0.89% | $878.2万 | 34.1万股 | $803.0万 | 33.8万股 | +2,895股+0.86% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.72% | 0.75% | $723.6万 | 15.1万股 | $682.7万 | 15.6万股 | -5,092股-3.26% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.7% | 1.41% | $707.7万 | 13.9万股 | $1,280.4万 | 26.6万股 | -12.8万股-47.92% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.69% | 0.7% | $696.6万 | 7.0万股 | $638.1万 | 7.3万股 | -2,778股-3.81% | 减仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 0.6% | 0.6% | $607.1万 | 3.6万股 | $544.1万 | 3.7万股 | -445股-1.22% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.58% | 0.6% | $584.6万 | 1.2万股 | $541.4万 | 1.3万股 | -367股-2.90% | 减仓 |
| V先锋领航指数基金VXF |
| 0.53% | 0.51% | $534.5万 | 3.3万股 | $462.5万 | 3.2万股 | +235股+0.73% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.52% | — | $530.2万 | 11.1万股 | $0 | 0股 | +11.1万股 | 新买入 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.52% | $515.9万 | 1.0万股 | $466.4万 | 1.0万股 | -44股-0.43% | 减仓 |
| S道富SPYV |
| 0.5% | 0.45% | $503.9万 | 10.8万股 | $406.5万 | 9.9万股 | +9,544股+9.69% | 加仓 |
| DDimensional维度ETF信托DFEV |
| 0.49% | 0.5% | $492.6万 | 19.5万股 | $454.4万 | 19.2万股 | +3,519股+1.83% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.49% | 0.51% | $490.7万 | 20.1万股 | $459.3万 | 20.4万股 | -2,998股-1.47% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.46% | 0.47% | $467.5万 | 1.7万股 | $423.1万 | 1.7万股 | +123股+0.72% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.4% | 0.42% | $403.0万 | 4.3万股 | $377.0万 | 4.5万股 | -1,793股-4.01% | 减仓 |
| V先锋领航指数基金VUG |
| 0.37% | 0.37% | $376.1万 | 1.2万股 | $332.5万 | 1.2万股 | -111股-0.91% | 减仓 |
 联合包裹UPSUPS |
| 0.35% | 0.39% | $353.4万 | 2.2万股 | $351.2万 | 2.3万股 | -54股-0.24% | 减仓 |
 Globe LifeGL |
| 0.31% | 0.31% | $310.0万 | 2.5万股 | $278.3万 | 2.6万股 | -130股-0.51% | 减仓 |
 微软MSFT |
| 0.29% | 0.28% | $292.7万 | 7,783股 | $253.6万 | 8,033股 | -250股-3.11% | 减仓 |
 亚马逊AMZN |
| 0.28% | 0.26% | $281.4万 | 1.9万股 | $239.2万 | 1.9万股 | -295股-1.57% | 减仓 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 0.27% | 0.86% | $272.5万 | 9.3万股 | $774.5万 | 28.1万股 | -18.8万股-67.01% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.26% | 0.28% | $261.2万 | 7.4万股 | $257.0万 | 7.7万股 | -2,784股-3.64% | 减仓 |
| V先锋领航指数基金VV |
| 0.25% | 0.25% | $256.0万 | 1.2万股 | $229.7万 | 1.2万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.25% | 0.28% | $253.9万 | 1.1万股 | $251.8万 | 1.2万股 | -1,154股-9.73% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.25% | 0.25% | $249.5万 | 1.1万股 | $224.8万 | 1.2万股 | -51股-0.44% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.24% | 0.18% | $240.4万 | 6.0万股 | $163.3万 | 4.8万股 | +1.2万股+25.20% | 加仓 |
 家得宝HD |
| 0.23% | 0.22% | $233.5万 | 6,737股 | $202.3万 | 6,696股 | +41股+0.61% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 0.22% | 0.17% | $222.2万 | 9.0万股 | $157.4万 | 6.6万股 | +2.4万股+36.32% | 加仓 |
 SERVISFIRST BANCSHARESSFBS |
| 0.21% | 0.19% | $215.7万 | 3.2万股 | $168.9万 | 3.2万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.2% | 0.19% | $198.5万 | 5,657股 | $175.3万 | 5,707股 | -50股-0.88% | 减仓 |
 EQTEQT |
| 0.19% | 0.22% | $192.8万 | 5.0万股 | $202.4万 | 5.0万股 | 00.00% | 持仓不变 |
