| IiShares安硕信托IEFA |
| 15.36% | 15.96% | $2,515.9万 | 26.0万股 | $2,336.9万 | 25.8万股 | +2,357股+0.91% | 加仓 |
| IiShares安硕信托IVV |
| 10.48% | 10.4% | $1,716.5万 | 2.3万股 | $1,523.2万 | 2.3万股 | -397股-1.70% | 减仓 |
| IiShares安硕信托IVW |
| 7.25% | 6.85% | $1,187.0万 | 8.6万股 | $1,002.9万 | 8.9万股 | -2,355股-2.66% | 减仓 |
| IiShares安硕·S&PIVE |
| 7.14% | 7.49% | $1,168.9万 | 5.1万股 | $1,097.2万 | 5.2万股 | -485股-0.93% | 减仓 |
| V先锋领航·TOTALBND |
| 7.04% | 7.64% | $1,152.2万 | 15.7万股 | $1,118.8万 | 15.2万股 | +5,018股+3.30% | 加仓 |
| IiShares安硕信托IJK |
| 6.51% | 6.37% | $1,065.7万 | 9.1万股 | $932.9万 | 9.3万股 | -2,020股-2.18% | 减仓 |
| IiShares安硕IEMG |
| 5.69% | 5.59% | $932.5万 | 11.3万股 | $818.2万 | 11.7万股 | -4,745股-4.04% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.22% | 4.33% | $690.6万 | 9.7万股 | $634.1万 | 9.9万股 | -2,032股-2.05% | 减仓 |
| IiShares安硕信托IJJ |
| 4% | 4.02% | $654.3万 | 4.4万股 | $588.3万 | 4.4万股 | -113股-0.25% | 减仓 |
| IiShares安硕信托IWD |
| 3.37% | 3.38% | $551.7万 | 2.3万股 | $495.1万 | 2.3万股 | -413股-1.78% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.44% | 2.37% | $399.4万 | 2.9万股 | $346.8万 | 2.9万股 | -58股-0.20% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.39% | 2.31% | $390.6万 | 11.5万股 | $337.7万 | 11.6万股 | -522股-0.45% | 减仓 |
| S嘉信·USSCHX |
| 2.22% | 2.18% | $362.9万 | 12.3万股 | $318.8万 | 12.4万股 | -1,030股-0.83% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 2.06% | 1.89% | $338.1万 | 1.9万股 | $276.8万 | 1.9万股 | -199股-1.04% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.91% | 1.84% | $312.9万 | 9.0万股 | $269.4万 | 8.8万股 | +1,563股+1.77% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.74% | 1.78% | $284.7万 | 3.0万股 | $261.3万 | 2.9万股 | +72股+0.24% | 加仓 |
| IiShares安硕·COREIJH |
| 1.65% | 1.64% | $270.7万 | 3.5万股 | $240.2万 | 3.6万股 | -455股-1.28% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.59% | 1.55% | $260.9万 | 6,370股 | $226.8万 | 6,360股 | +10股+0.16% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.29% | 1.36% | $211.9万 | 2.1万股 | $199.4万 | 2.1万股 | -367股-1.74% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.25% | 1.23% | $204.9万 | 1.6万股 | $180.0万 | 4,221股 | +1.2万股+290.88% | 加仓 |
| S道富MDYG |
| 1.09% | 1.07% | $179.0万 | 1.6万股 | $156.5万 | 1.6万股 | -345股-2.12% | 减仓 |
| IiShares安硕信托IWS |
| 1.05% | 1.04% | $171.1万 | 1.0万股 | $152.1万 | 1.0万股 | -37股-0.35% | 减仓 |
| IiShares安硕·COREIJR |
| 0.88% | 0.83% | $143.3万 | 9,665股 | $122.2万 | 9,831股 | -166股-1.69% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.7% | 0.65% | $114.0万 | 3,793股 | $95.1万 | 3,834股 | -41股-1.07% | 减仓 |
| IiShares安硕信托IXUS |
| 0.66% | 0.69% | $108.5万 | 1.1万股 | $101.2万 | 1.2万股 | -312股-2.67% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.66% | 0.65% | $108.5万 | 2.6万股 | $94.8万 | 2.6万股 | -247股-0.95% | 减仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.59% | $97.6万 | 1,421股 | $86.7万 | 1,451股 | -30股-2.07% | 减仓 |
| S嘉信策略信托SCHE |
| 0.53% | 0.54% | $86.0万 | 2.4万股 | $78.7万 | 2.4万股 | -189股-0.79% | 减仓 |
| S嘉信策略信托SCHF |
| 0.52% | 0.52% | $85.1万 | 3.1万股 | $75.6万 | 3.1万股 | +184股+0.60% | 加仓 |
| S道富MDYV |
| 0.49% | 0.49% | $80.9万 | 8,526股 | $72.3万 | 8,494股 | +32股+0.38% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.49% | 0.51% | $80.6万 | 1.6万股 | $74.9万 | 1.6万股 | -407股-2.55% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.42% | 0.42% | $68.8万 | 978股 | $61.1万 | 990股 | -12股-1.21% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.4% | 0.38% | $64.8万 | 2,929股 | $55.9万 | 2,949股 | -20股-0.68% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.31% | 0.31% | $50.8万 | 4,603股 | $45.3万 | 4,660股 | -57股-1.22% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.27% | 0.26% | $44.5万 | 1.5万股 | $38.7万 | 1.5万股 | -49股-0.32% | 减仓 |
| IiShares安硕信托GVI |
| 0.22% | 0.24% | $35.7万 | 3,316股 | $34.9万 | 3,290股 | +26股+0.79% | 加仓 |
| I景顺QQQ信托VOO |
| 0.21% | 0.18% | $34.3万 | 465股 | $26.9万 | 465股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.16% | 0.16% | $26.9万 | 1,092股 | $23.5万 | 1,143股 | -51股-4.46% | 减仓 |
 苹果AAPL |
| 0.16% | — | $26.7万 | 923股 | $0 | 0股 | +923股 | 新买入 |
| S嘉信·USSCHA |
| 0.16% | 0.14% | $25.9万 | 7,172股 | $20.8万 | 7,154股 | +18股+0.25% | 加仓 |
 美国电力AEP |
| 0.16% | — | $25.8万 | 1,885股 | $0 | 0股 | +1,885股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.14% | 0.14% | $23.7万 | 318股 | $20.6万 | 317股 | +1股+0.32% | 加仓 |
| S道富SLYG |
| 0.13% | — | $21.1万 | 1,774股 | $0 | 0股 | +1,774股 | 新买入 |
