| S嘉信·USSCHX |
| 7.82% | 7.94% | $2,097.2万 | 71.3万股 | $1,819.4万 | 71.0万股 | +3,027股+0.43% | 加仓 |
| IiShares安硕信托ITOT |
| 6.52% | 3.65% | $1,748.7万 | 10.6万股 | $836.0万 | 5.9万股 | +4.8万股+81.37% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.48% | 6.86% | $1,738.2万 | 2.3万股 | $1,571.0万 | 2.4万股 | -881股-3.65% | 减仓 |
| IiShares安硕信托IWV |
| 6.21% | 6.52% | $1,663.4万 | 3.9万股 | $1,493.4万 | 4.0万股 | -1,276股-3.17% | 减仓 |
| V先锋领航指数基金VV |
| 5.73% | 5.94% | $1,534.8万 | 4.5万股 | $1,360.9万 | 4.6万股 | -908股-1.99% | 减仓 |
| NNORTHERN LTS FD TR IVPTL |
| 4.79% | 3.36% | $1,283.5万 | 4.5万股 | $770.4万 | 3.1万股 | +1.4万股+45.90% | 加仓 |
| SSTRATEGY SHSESUM |
| 3.32% | 3.17% | $890.9万 | 29.1万股 | $726.5万 | 27.8万股 | +1.3万股+4.79% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 3.31% | 2.99% | $887.5万 | 4.0万股 | $685.4万 | 3.6万股 | +3,969股+10.98% | 加仓 |
| IiShares安硕信托EEM |
| 3.25% | 3.03% | $870.8万 | 12.7万股 | $693.2万 | 12.2万股 | +5,221股+4.28% | 加仓 |
| IiShares安硕信托IEFA |
| 3.01% | 3.7% | $807.5万 | 8.4万股 | $847.5万 | 9.4万股 | -1.0万股-10.69% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.86% | 2.45% | $766.2万 | 2.6万股 | $562.1万 | 2.3万股 | +2,839股+12.53% | 加仓 |
| V先锋领航指数基金VTV |
| 2.57% | — | $688.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| S嘉信策略信托SCHM |
| 2.53% | 2.44% | $678.6万 | 18.4万股 | $559.7万 | 18.1万股 | +3,262股+1.80% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 2.43% | 2.23% | $651.4万 | 12.9万股 | $511.6万 | 10.2万股 | +2.6万股+25.90% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.4% | — | $642.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 2.35% | 2.72% | $629.5万 | 11.9万股 | $623.9万 | 10.2万股 | +1.7万股+16.38% | 加仓 |
| S嘉信策略信托SCHF |
| 2.32% | 2.06% | $621.4万 | 22.4万股 | $471.1万 | 19.0万股 | +3.4万股+17.85% | 加仓 |
| EEVENTIDE SMALL CAP ETFESSC |
| 2.26% | 2.21% | $607.0万 | 19.1万股 | $507.0万 | 19.4万股 | -2,903股-1.50% | 减仓 |
| NNORTHERN LTS FD TR IVFDLS |
| 1.37% | 1.18% | $368.2万 | 8.7万股 | $270.0万 | 7.3万股 | +1.4万股+19.18% | 加仓 |
| PPacer基金信托COWZ |
| 1.32% | 1.57% | $353.4万 | 5.7万股 | $359.1万 | 5.7万股 | -590股-1.03% | 减仓 |
| IiShares安硕信托IWL |
| 1.25% | 1.01% | $335.3万 | 1.8万股 | $232.4万 | 1.4万股 | +3,647股+25.19% | 加仓 |
| IiShares安硕IEMG |
| 1.24% | 1.15% | $333.0万 | 4.0万股 | $263.4万 | 3.8万股 | +2,434股+6.44% | 加仓 |
| IiShares安硕信托IVV |
| 1.21% | 1.24% | $324.6万 | 4,335股 | $285.0万 | 4,363股 | -28股-0.64% | 减仓 |
| IiShares安硕信托IUSB |
| 1.12% | 1.33% | $299.0万 | 6.5万股 | $303.5万 | 6.6万股 | -911股-1.39% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.08% | 1.39% | $288.3万 | 5.7万股 | $318.8万 | 6.4万股 | -6,899股-10.80% | 减仓 |
| V先锋领航指数基金VUG |
| 1.05% | 0.35% | $281.8万 | 3.3万股 | $79.7万 | 1,825股 | +3.1万股+1,692.88% | 加仓 |
| V先锋领航指数基金VB |
| 1.04% | 1.08% | $278.8万 | 9,197股 | $247.0万 | 9,431股 | -234股-2.48% | 减仓 |
| IINSPIRE 100 ETFBIBL |
| 0.93% | 2.09% | $250.4万 | 4.3万股 | $478.0万 | 10.1万股 | -5.8万股-57.33% | 减仓 |
| S嘉信·USSCHA |
| 0.93% | 0.98% | $249.2万 | 6.9万股 | $225.3万 | 7.7万股 | -8,484股-10.95% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.91% | 0.72% | $242.9万 | 2.2万股 | $165.4万 | 1.7万股 | +5,015股+29.49% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.89% | 0.84% | $237.9万 | 4.5万股 | $191.7万 | 3.6万股 | +8,926股+24.48% | 加仓 |
| V先锋领航·MIDVO |
| 0.79% | 0.87% | $212.8万 | 2.6万股 | $199.1万 | 6,933股 | +1.9万股+280.95% | 加仓 |
| EEVENTIDE HIGH DIVIDEND ETFELCV |
| 0.77% | 0.73% | $205.8万 | 6.3万股 | $167.4万 | 5.8万股 | +4,887股+8.47% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.76% | 0.66% | $203.0万 | 8.2万股 | $151.3万 | 6.1万股 | +2.1万股+34.54% | 加仓 |
| S嘉信策略信托SCHE |
| 0.75% | 0.65% | $202.0万 | 5.6万股 | $149.6万 | 4.5万股 | +1.0万股+22.69% | 加仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 0.73% | 0.8% | $195.4万 | 1.7万股 | $183.7万 | 1.7万股 | -939股-5.37% | 减仓 |
| IiShares安硕信托AGG |
| 0.72% | 0.53% | $193.3万 | 2.0万股 | $120.3万 | 1.2万股 | +7,405股+61.10% | 加仓 |
| NNORTHERN LTS FD TR IVWWJD |
| 0.66% | 0.72% | $177.6万 | 4.7万股 | $163.9万 | 4.4万股 | +2,722股+6.21% | 加仓 |
| IiShares安硕·COREIJH |
| 0.61% | 0.62% | $162.7万 | 2.1万股 | $142.5万 | 2.1万股 | +4股+0.02% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.55% | 0.51% | $146.2万 | 1.1万股 | $116.3万 | 1.2万股 | -506股-4.22% | 减仓 |
| IiShares安硕信托IVW |
| 0.49% | 0.49% | $132.4万 | 9,627股 | $112.1万 | 9,910股 | -283股-2.86% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.47% | 0.5% | $127.1万 | 3,597股 | $114.3万 | 3,984股 | -387股-9.71% | 减仓 |
| G通用动力VTI |
| 0.46% | 0.46% | $122.5万 | 3,310股 | $106.3万 | 3,315股 | -5股-0.15% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.44% | 0.34% | $118.4万 | 5.1万股 | $78.0万 | 3.4万股 | +1.8万股+52.38% | 加仓 |
| F富兰克林邓普顿ETF信托YLDE |
| 0.44% | 0.49% | $116.9万 | 2.0万股 | $112.0万 | 2.0万股 | -195股-0.96% | 减仓 |
| FFIS TRPRAY |
| 0.42% | 0.44% | $113.2万 | 3.2万股 | $100.7万 | 3.1万股 | +627股+2.00% | 加仓 |
| IINSPIRE GLOBAL HOPE ETFBLES |
| 0.42% | 0.45% | $112.9万 | 2.4万股 | $103.0万 | 2.3万股 | +455股+1.96% | 加仓 |
| PPacer基金信托CALF |
| 0.4% | 0.5% | $107.8万 | 2.1万股 | $114.5万 | 2.6万股 | -4,210股-16.50% | 减仓 |
 微软MSFT |
| 0.37% | 0.43% | $99.6万 | 2,669股 | $98.4万 | 2,659股 | +10股+0.38% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.3% | 0.35% | $81.2万 | 1.1万股 | $79.4万 | 1.1万股 | -20股-0.18% | 减仓 |
