| IiShares安硕信托IEFA |
| 14.93% | 14.43% | $1.59亿 | 235.1万股 | $1.41亿 | 211.0万股 | +24.2万股+11.45% | 加仓 |
| IiShares安硕信托IVV |
| 14.87% | 14.18% | $1.58亿 | 35.5万股 | $1.39亿 | 33.7万股 | +1.7万股+5.15% | 加仓 |
| V先锋领航·MIDVO |
| 8.87% | 8.87% | $9,433.0万 | 42.8万股 | $8,675.8万 | 41.1万股 | +1.7万股+4.17% | 加仓 |
| IiShares安硕信托DGRO |
| 6.75% | 9.03% | $7,181.7万 | 139.4万股 | $8,830.2万 | 176.6万股 | -37.3万股-21.10% | 减仓 |
| SSPDR道富系列信托SPYD |
| 6.19% | 8.21% | $6,576.6万 | 177.4万股 | $8,025.8万 | 211.2万股 | -33.8万股-16.02% | 减仓 |
| SSPDR道富系列信托SPYG |
| 5.45% | 4.34% | $5,795.3万 | 95.0万股 | $4,241.6万 | 76.6万股 | +18.4万股+23.98% | 加仓 |
| I景顺·S&PSPHQ |
| 4.72% | 3.33% | $5,019.7万 | 99.5万股 | $3,254.2万 | 68.8万股 | +30.7万股+44.68% | 加仓 |
| IiShares黄金信托IAU |
| 4.65% | 4.65% | $4,943.4万 | 135.8万股 | $4,544.5万 | 121.6万股 | +14.2万股+11.71% | 加仓 |
| IiShares安硕信托STIP |
| 4.5% | 4.93% | $4,780.6万 | 49.0万股 | $4,819.6万 | 48.6万股 | +4,117股+0.85% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.92% | 4.06% | $4,164.9万 | 49.8万股 | $3,967.0万 | 47.8万股 | +2.1万股+4.33% | 加仓 |
| V先锋领航指数基金VB |
| 2.99% | 3% | $3,178.6万 | 16.0万股 | $2,931.8万 | 15.5万股 | +5,157股+3.33% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.88% | 2.83% | $2,000.3万 | 22.9万股 | $2,762.0万 | 34.0万股 | -11.1万股-32.62% | 减仓 |
| V先锋领航指数基金VOO |
| 1.74% | 1.95% | $1,852.0万 | 4.5万股 | $1,901.9万 | 5.1万股 | -5,102股-10.09% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.2% | — | $1,273.3万 | 38.8万股 | $0 | 0股 | +38.8万股 | 新买入 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.06% | — | $1,130.8万 | 20.6万股 | $0 | 0股 | +20.6万股 | 新买入 |
| IiShares安硕信托IXUS |
| 0.85% | 0.86% | $906.1万 | 14.5万股 | $836.9万 | 13.5万股 | +9,607股+7.11% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.83% | 0.91% | $885.2万 | 15.8万股 | $889.7万 | 16.1万股 | -3,305股-2.05% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.77% | — | $821.4万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
 苹果AAPL |
| 0.71% | 0.56% | $751.2万 | 3.9万股 | $543.9万 | 3.3万股 | +5,742股+17.41% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.7% | 0.78% | $742.5万 | 4.6万股 | $767.1万 | 5.0万股 | -4,091股-8.21% | 减仓 |
 微软MSFT |
| 0.65% | 0.58% | $687.3万 | 2.0万股 | $563.5万 | 2.0万股 | +635股+3.25% | 加仓 |
| IiShares安硕·COREIJH |
| 0.48% | 0.65% | $507.6万 | 1.9万股 | $632.2万 | 2.5万股 | -5,858股-23.18% | 减仓 |
| I景顺自营指数基金OMFS |
| 0.46% | — | $486.5万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
| F第一信托·USTFVD |
| 0.45% | 0.58% | $481.5万 | 12.0万股 | $571.5万 | 14.2万股 | -2.2万股-15.59% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.45% | $481.2万 | 1.4万股 | $439.1万 | 1.4万股 | -110股-0.77% | 减仓 |
 埃克森美孚XOM |
| 0.39% | 0.45% | $418.4万 | 3.9万股 | $435.2万 | 4.0万股 | -681股-1.72% | 减仓 |
| IiShares安硕·COREIJR |
| 0.38% | 0.46% | $404.7万 | 4.1万股 | $448.2万 | 4.6万股 | -5,734股-12.37% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.27% | 0.36% | $284.3万 | 12.1万股 | $349.4万 | 15.2万股 | -3.1万股-20.15% | 减仓 |
 宝洁PG |
| 0.26% | 0.24% | $279.1万 | 1.8万股 | $237.3万 | 1.6万股 | +2,436股+15.27% | 加仓 |
 亚马逊AMZN |
| 0.24% | 0.22% | $250.1万 | 1.9万股 | $215.4万 | 2.1万股 | -1,672股-8.02% | 减仓 |
 雪佛龙CVX |
| 0.23% | 0.14% | $247.1万 | 1.6万股 | $141.0万 | 8,642股 | +7,059股+81.68% | 加仓 |
 强生JNJ |
| 0.23% | 0.22% | $242.5万 | 1.5万股 | $212.0万 | 1.4万股 | +976股+7.14% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.22% | 0.26% | $234.6万 | 3.7万股 | $252.5万 | 4.0万股 | -3,120股-7.71% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.21% | 0.23% | $222.2万 | 4,875股 | $221.2万 | 4,791股 | +84股+1.75% | 加仓 |
 百事可乐PEP |
| 0.2% | 0.21% | $210.4万 | 1.1万股 | $205.4万 | 1.1万股 | +89股+0.79% | 加仓 |
 家得宝HD |
| 0.19% | 0.2% | $205.7万 | 6,623股 | $200.1万 | 6,780股 | -157股-2.32% | 减仓 |
 洛克希德马丁LMT |
| 0.19% | 0.21% | $203.0万 | 4,409股 | $209.8万 | 4,437股 | -28股-0.63% | 减仓 |
| G通用动力VTI |
| 0.12% | 0.12% | $128.5万 | 5,832股 | $118.2万 | 5,793股 | +39股+0.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.12% | 0.11% | $125.6万 | 1.0万股 | $111.6万 | 1.1万股 | -349股-3.25% | 减仓 |
 波音BA |
| 0.12% | 0.13% | $123.0万 | 5,823股 | $128.1万 | 6,028股 | -205股-3.40% | 减仓 |
 沃尔玛WMT |
| 0.12% | 0.12% | $122.6万 | 7,798股 | $114.2万 | 7,748股 | +50股+0.65% | 加仓 |
| IiShares安硕信托VLUE |
| 0.12% | 0.27% | $122.5万 | 1.3万股 | $264.8万 | 2.9万股 | -1.6万股-54.33% | 减仓 |
 VisaV |
| 0.11% | 0.13% | $122.2万 | 5,147股 | $126.6万 | 5,617股 | -470股-8.37% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.11% | 0.17% | $119.9万 | 1.1万股 | $164.6万 | 1.6万股 | -4,306股-27.59% | 减仓 |
 默沙东MRK |
| 0.11% | 0.12% | $116.6万 | 1.0万股 | $118.7万 | 1.1万股 | -1,049股-9.40% | 减仓 |
 星座品牌STZ |
| 0.11% | 0.01% | $115.9万 | 4,710股 | $5.6万 | 250股 | +4,460股+1,784.00% | 加仓 |
 百时美施贵宝BMY |
| 0.11% | 0.13% | $115.1万 | 1.8万股 | $128.6万 | 1.9万股 | -545股-2.94% | 减仓 |
| IiShares安硕信托IJJ |
| 0.1% | 0.12% | $109.8万 | 1.0万股 | $113.3万 | 1.1万股 | -775股-7.03% | 减仓 |
 威瑞森VZ |
| 0.1% | 0.12% | $109.6万 | 2.9万股 | $119.3万 | 3.1万股 | -1,217股-3.97% | 减仓 |
| SSPDR道富指数基金RWO |
| 0.1% | 0.16% | $104.5万 | 2.5万股 | $160.0万 | 3.9万股 | -1.3万股-34.52% | 减仓 |
