| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 13.12% | 11.76% | $3.40亿 | 1,093.2万股 | $2.61亿 | 937.0万股 | +156.1万股+16.66% | 加仓 |
| S嘉信·USSCHX |
| 12.41% | 11.74% | $3.21亿 | 1,092.3万股 | $2.61亿 | 1,016.7万股 | +75.6万股+7.43% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 11.15% | 9.73% | $2.89亿 | 853.7万股 | $2.16亿 | 741.3万股 | +112.4万股+15.16% | 加仓 |
| S嘉信策略信托SCHF |
| 9.96% | 9.38% | $2.58亿 | 931.7万股 | $2.08亿 | 840.9万股 | +90.8万股+10.80% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 3.58% | 2.78% | $9,265.9万 | 197.4万股 | $6,176.6万 | 131.2万股 | +66.2万股+50.46% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 3.18% | 3.47% | $8,236.3万 | 171.2万股 | $7,691.4万 | 164.6万股 | +6.6万股+4.01% | 加仓 |
| F富达Covington信托FDEM |
| 3.15% | 1.19% | $8,164.2万 | 224.7万股 | $2,635.2万 | 83.4万股 | +141.3万股+169.31% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.92% | 2.94% | $7,564.8万 | 38.3万股 | $6,523.2万 | 35.4万股 | +2.9万股+8.15% | 加仓 |
| V先锋领航指数基金VOT |
| 2.79% | 2.42% | $7,220.9万 | 23.6万股 | $5,372.2万 | 20.9万股 | +2.7万股+12.93% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.33% | 2.08% | $6,036.5万 | 261.0万股 | $4,622.7万 | 199.1万股 | +61.9万股+31.09% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.09% | 1.31% | $2,823.2万 | 11.6万股 | $2,901.0万 | 13.4万股 | -1.7万股-12.99% | 减仓 |
 苹果AAPL |
| 1.03% | 1.02% | $2,659.3万 | 9.2万股 | $2,268.6万 | 8.9万股 | +2,513股+2.81% | 加仓 |
| IiShares安硕信托IVV |
| 0.97% | 1.1% | $2,523.6万 | 3.4万股 | $2,433.1万 | 3.7万股 | -3,551股-9.53% | 减仓 |
 英伟达NVDA |
| 0.93% | 0.89% | $2,407.5万 | 12.0万股 | $1,978.6万 | 11.3万股 | +6,870股+6.06% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.84% | 1.42% | $2,187.9万 | 83.4万股 | $3,159.8万 | 120.1万股 | -36.7万股-30.58% | 减仓 |
| V先锋领航指数基金VBK |
| 0.83% | 1.03% | $2,146.1万 | 5.9万股 | $2,281.3万 | 7.5万股 | -1.7万股-22.25% | 减仓 |
| IiShares安硕信托IEFA |
| 0.78% | 0.93% | $2,014.2万 | 20.9万股 | $2,057.1万 | 22.7万股 | -1.9万股-8.22% | 减仓 |
| V先锋领航指数基金VB |
| 0.72% | 0.73% | $1,871.7万 | 6.2万股 | $1,616.1万 | 6.2万股 | +45股+0.07% | 加仓 |
| S道富SPYV |
| 0.64% | 0.8% | $1,650.3万 | 27.1万股 | $1,766.9万 | 31.2万股 | -4.1万股-13.07% | 减仓 |
| S嘉信·USSCHP |
| 0.61% | 0.45% | $1,570.8万 | 59.3万股 | $993.7万 | 37.3万股 | +21.9万股+58.72% | 加仓 |
| WWisdomTree信托AGZD |
| 0.56% | 0.31% | $1,452.9万 | 64.3万股 | $677.8万 | 30.1万股 | +34.2万股+113.77% | 加仓 |
| IiShares安硕信托IWY |
| 0.55% | 0.6% | $1,430.6万 | 4.9万股 | $1,325.1万 | 5.3万股 | -4,024股-7.56% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.53% | 0.58% | $1,369.7万 | 28.1万股 | $1,284.2万 | 25.3万股 | +2.9万股+11.34% | 加仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 0.52% | 0.48% | $1,348.8万 | 13.9万股 | $1,057.7万 | 10.9万股 | +3.0万股+27.38% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.43% | 0.9% | $1,117.9万 | 14.3万股 | $1,991.7万 | 25.4万股 | -11.1万股-43.51% | 减仓 |
| IiShares安硕信托ICVT |
| 0.43% | 0.02% | $1,111.3万 | 9.1万股 | $54.4万 | 5,343股 | +8.6万股+1,608.55% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.42% | 0.28% | $1,082.3万 | 10.6万股 | $610.7万 | 7.8万股 | +2.8万股+36.26% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.4% | 0.21% | $1,039.9万 | 53.9万股 | $472.0万 | 24.8万股 | +29.1万股+117.00% | 加仓 |
 亚马逊AMZN |
| 0.38% | 0.34% | $982.5万 | 4.1万股 | $765.2万 | 3.7万股 | +4,481股+12.20% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.38% | 2.36% | $982.1万 | 4.6万股 | $5,242.2万 | 27.3万股 | -22.7万股-83.10% | 减仓 |
 微软MSFT |
| 0.37% | 0.4% | $960.3万 | 2.6万股 | $887.9万 | 2.4万股 | +1,758股+7.33% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.37% | — | $955.9万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
| S嘉信策略信托SCHE |
| 0.34% | 1.39% | $882.1万 | 24.3万股 | $3,096.2万 | 94.0万股 | -69.6万股-74.11% | 减仓 |
| IiShares安硕·COREIJR |
| 0.34% | 0.31% | $871.3万 | 5.9万股 | $685.3万 | 5.5万股 | +3,615股+6.56% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.34% | $839.8万 | 6.8万股 | $754.2万 | 1.8万股 | +5.0万股+282.41% | 加仓 |
| PPRINCIPAL ACTIVE HIGH YIELD ETFYLD |
| 0.32% | 0.19% | $833.8万 | 43.7万股 | $419.3万 | 22.1万股 | +21.6万股+97.60% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUN |
| 0.31% | 0.35% | $815.7万 | 18.9万股 | $784.3万 | 18.8万股 | +1,189股+0.63% | 加仓 |
| V先锋领航·MIDVO |
| 0.31% | 0.29% | $808.6万 | 10.0万股 | $641.3万 | 2.2万股 | +7.8万股+349.46% | 加仓 |
 谷歌AGOOGL |
| 0.31% | 0.3% | $794.0万 | 2.2万股 | $669.4万 | 2.3万股 | -1,059股-4.55% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.28% | 0.3% | $720.2万 | 10.1万股 | $655.1万 | 10.2万股 | -1,154股-1.13% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.27% | 0.2% | $698.4万 | 4.9万股 | $441.0万 | 3.5万股 | +1.4万股+39.65% | 加仓 |
| S道富MDYG |
| 0.25% | 0.77% | $649.7万 | 5.8万股 | $1,699.3万 | 17.7万股 | -11.9万股-67.27% | 减仓 |
| WWISDOMTREE INDIAEPI |
| 0.25% | — | $648.0万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
| SSPDR道富系列信托SHM |
| 0.25% | 0.24% | $644.6万 | 13.4万股 | $522.9万 | 10.9万股 | +2.5万股+22.93% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 0.25% | 0.3% | $643.9万 | 14.9万股 | $663.8万 | 15.9万股 | -1.0万股-6.36% | 减仓 |
| V先锋领航指数基金VTV |
| 0.25% | 0.29% | $639.1万 | 2.9万股 | $653.1万 | 3.3万股 | -3,960股-11.90% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.24% | $618.3万 | 1.7万股 | $532.1万 | 1.9万股 | -1,050股-5.66% | 减仓 |
| PPIMCO太平洋投资管理ETFLONZ |
| 0.22% | — | $570.7万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 PHILLIPS EDISON &PECO |
| 0.22% | 0.23% | $565.4万 | 13.6万股 | $510.5万 | 13.6万股 | -576股-0.42% | 减仓 |
 强生JNJ |
| 0.22% | 0.23% | $564.3万 | 2.2万股 | $505.6万 | 2.1万股 | +1,538股+7.44% | 加仓 |
