| S嘉信·USSCHX |
| 19.74% | 18.92% | $2.33亿 | 790.5万股 | $1.94亿 | 758.3万股 | +32.2万股+4.24% | 加仓 |
| V先锋领航·FTSEVEA |
| 9.4% | 9.37% | $1.11亿 | 155.6万股 | $9,627.9万 | 150.2万股 | +5.3万股+3.55% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 7.64% | 7.61% | $9,007.1万 | 114.0万股 | $7,816.1万 | 98.6万股 | +15.4万股+15.59% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 7.57% | 7.5% | $8,917.8万 | 385.5万股 | $7,710.9万 | 332.1万股 | +53.5万股+16.10% | 加仓 |
| S嘉信·USSCHA |
| 4.42% | 3.98% | $5,213.3万 | 144.3万股 | $4,090.0万 | 140.6万股 | +3.6万股+2.59% | 加仓 |
| S嘉信·USSCHP |
| 3.74% | 3.85% | $4,411.0万 | 166.5万股 | $3,954.2万 | 148.6万股 | +17.9万股+12.01% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.48% | 3.56% | $4,106.0万 | 17.4万股 | $3,653.7万 | 17.0万股 | +3,633股+2.14% | 加仓 |
| S道富SPHY |
| 2.49% | 2.54% | $2,934.3万 | 125.2万股 | $2,608.4万 | 111.9万股 | +13.3万股+11.92% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.4% | 2.4% | $2,829.4万 | 29.3万股 | $2,465.1万 | 27.8万股 | +1.6万股+5.58% | 加仓 |
| V先锋领航指数基金VUG |
| 2.36% | 2.13% | $2,779.7万 | 32.3万股 | $2,184.1万 | 5.0万股 | +27.3万股+545.34% | 加仓 |
| V先锋领航指数基金VOO |
| 2.14% | 1.95% | $2,527.7万 | 3.7万股 | $2,003.4万 | 3.4万股 | +3,276股+9.77% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 2.14% | 0.34% | $2,522.5万 | 33.3万股 | $346.0万 | 4.6万股 | +28.8万股+628.73% | 加仓 |
| V先锋领航指数基金VB |
| 1.99% | 2.01% | $2,342.6万 | 7.7万股 | $2,062.5万 | 7.9万股 | -1,464股-1.86% | 减仓 |
| IiShares安硕信托HDV |
| 1.97% | 2.16% | $2,318.4万 | 84.6万股 | $2,222.5万 | 16.4万股 | +68.2万股+416.51% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.9% | 1.87% | $2,234.9万 | 37.4万股 | $1,919.9万 | 35.5万股 | +1.9万股+5.41% | 加仓 |
| S嘉信策略信托SCHD |
| 1.58% | 1.87% | $1,857.8万 | 58.6万股 | $1,925.4万 | 62.8万股 | -4.2万股-6.64% | 减仓 |
| S道富SPYM |
| 1.32% | 1.36% | $1,560.0万 | 17.8万股 | $1,394.3万 | 18.2万股 | -4,650股-2.55% | 减仓 |
 苹果AAPL |
| 1.14% | 1.15% | $1,341.0万 | 4.6万股 | $1,178.0万 | 4.6万股 | -71股-0.15% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.08% | 1.09% | $1,277.2万 | 5.3万股 | $1,124.4万 | 5.2万股 | +808股+1.56% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.94% | 1% | $1,105.4万 | 11.8万股 | $1,032.0万 | 11.7万股 | +1,705股+1.46% | 加仓 |
| S嘉信策略信托SCHF |
| 0.88% | 0.85% | $1,036.0万 | 37.4万股 | $870.6万 | 35.2万股 | +2.2万股+6.32% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.84% | 1.34% | $991.5万 | 10.8万股 | $1,376.1万 | 15.0万股 | -4.2万股-27.95% | 减仓 |
| V先锋领航指数基金VV |
| 0.63% | 0.62% | $737.2万 | 2.1万股 | $636.5万 | 2.1万股 | +139股+0.65% | 加仓 |
| S嘉信策略信托SCHM |
| 0.61% | 0.62% | $723.4万 | 19.6万股 | $635.4万 | 20.5万股 | -9,026股-4.40% | 减仓 |
 嘉信理财SCHW |
| 0.57% | 0.67% | $671.3万 | 7.3万股 | $683.5万 | 7.3万股 | +23股+0.03% | 加仓 |
 英伟达NVDA |
| 0.53% | 0.53% | $620.4万 | 3.1万股 | $545.2万 | 3.1万股 | -257股-0.82% | 减仓 |
| S嘉信策略信托SCHE |
| 0.43% | 0.46% | $509.6万 | 14.1万股 | $470.8万 | 14.3万股 | -2,337股-1.64% | 减仓 |
| IiShares安硕信托SGOV |
| 0.43% | 2.49% | $505.1万 | 5.0万股 | $2,556.4万 | 25.4万股 | -20.4万股-80.24% | 减仓 |
| IiShares安硕信托IVV |
| 0.4% | 0.4% | $470.9万 | 6,288股 | $412.6万 | 6,317股 | -29股-0.46% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.38% | 0.42% | $450.9万 | 2.3万股 | $429.7万 | 2.3万股 | -500股-2.14% | 减仓 |
| V先锋领航国际股票指数基金VSS |
| 0.37% | 0.41% | $441.7万 | 2.9万股 | $417.7万 | 2.9万股 | -22股-0.08% | 减仓 |
| G通用动力VTI |
| 0.35% | 0.36% | $414.3万 | 1.1万股 | $372.9万 | 1.2万股 | -427股-3.67% | 减仓 |
| S道富SPSM |
| 0.34% | 0.33% | $396.8万 | 6.9万股 | $342.6万 | 7.1万股 | -2,097股-2.96% | 减仓 |
| IiShares安硕信托IVW |
| 0.34% | 0.32% | $396.4万 | 2.9万股 | $326.0万 | 2.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.29% | 0.29% | $340.0万 | 4,553股 | $295.8万 | 4,549股 | +4股+0.09% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.29% | 0.31% | $340.0万 | 2.2万股 | $318.6万 | 2.2万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.27% | 0.27% | $318.2万 | 9.4万股 | $279.2万 | 9.6万股 | -1,793股-1.87% | 减仓 |
| IiShares安硕信托DGRO |
| 0.26% | 0.28% | $304.5万 | 4.0万股 | $283.8万 | 4.0万股 | -261股-0.65% | 减仓 |
| S道富SPMD |
| 0.25% | 0.25% | $292.0万 | 4.3万股 | $261.6万 | 4.4万股 | -954股-2.16% | 减仓 |
 微软MSFT |
| 0.24% | 0.28% | $287.1万 | 7,698股 | $287.1万 | 7,757股 | -59股-0.76% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.24% | 0.26% | $286.3万 | 5.7万股 | $262.8万 | 5.8万股 | -746股-1.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.22% | $272.9万 | 7,724股 | $221.6万 | 7,724股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.23% | 0.21% | $266.8万 | 7,465股 | $214.4万 | 7,456股 | +9股+0.12% | 加仓 |
| IiShares安硕·COREIJR |
| 0.21% | 0.21% | $251.6万 | 1.7万股 | $213.1万 | 1.7万股 | -180股-1.05% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.21% | 0.24% | $246.8万 | 12.1万股 | $247.5万 | 12.1万股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.2% | 0.23% | $239.7万 | 5.0万股 | $233.0万 | 5.0万股 | -44股-0.09% | 减仓 |
| IiShares安硕·COREIJH |
| 0.2% | 0.2% | $239.3万 | 3.1万股 | $209.6万 | 3.1万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSCQ |
| 0.2% | 0.24% | $235.5万 | 12.1万股 | $242.7万 | 12.4万股 | -3,636股-2.93% | 减仓 |
 FIRSTENERGY COMFE |
| 0.19% | 0.24% | $227.3万 | 4.8万股 | $243.8万 | 4.8万股 | -324股-0.67% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.19% | 0.2% | $222.3万 | 4.3万股 | $205.2万 | 4.4万股 | -813股-1.86% | 减仓 |
