| SSPDR道富系列信托SPYG |
| 15.24% | 16.44% | $1,961.8万 | 36.0万股 | $1,843.1万 | 35.4万股 | +6,137股+1.73% | 加仓 |
| AAvantis·U SAVUV |
| 7.34% | 6.83% | $944.5万 | 16.8万股 | $765.3万 | 16.1万股 | +6,502股+4.03% | 加仓 |
| FFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUNDIQDF |
| 6.78% | 6.57% | $872.4万 | 36.0万股 | $736.7万 | 35.1万股 | +8,397股+2.39% | 加仓 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 6.56% | 6.89% | $844.4万 | 17.3万股 | $772.5万 | 16.6万股 | +6,794股+4.09% | 加仓 |
| V先锋领航白厅基金VNQ |
| 6.49% | 6.36% | $835.1万 | 10.2万股 | $712.8万 | 9.7万股 | +4,841股+4.99% | 加仓 |
| S道富SPYV |
| 6.28% | 6.15% | $808.4万 | 23.8万股 | $689.5万 | 22.1万股 | +1.8万股+7.98% | 加仓 |
| FFLEXSHARES ULTRA-SHORT INCOME FUNDRAVI |
| 5.79% | 6.81% | $745.5万 | 9.8万股 | $763.7万 | 10.0万股 | -2,306股-2.30% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 5.54% | 6.27% | $713.5万 | 3.0万股 | $703.1万 | 3.1万股 | -1,106股-3.55% | 减仓 |
| FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV |
| 5.29% | 5.69% | $680.4万 | 13.9万股 | $638.3万 | 13.6万股 | +2,629股+1.93% | 加仓 |
| IiShares安硕信托IVW |
| 4.13% | 4.53% | $531.2万 | 8.4万股 | $507.3万 | 2.1万股 | +6.3万股+300.36% | 加仓 |
| V先锋领航指数基金VUG |
| 4.09% | 4.66% | $526.5万 | 2.1万股 | $522.3万 | 2.2万股 | -918股-4.17% | 减仓 |
| IiShares安硕信托IVV |
| 3.69% | 4% | $474.6万 | 1.3万股 | $448.2万 | 1.3万股 | -31股-0.24% | 减仓 |
 苹果AAPL |
| 2.18% | 2.33% | $280.5万 | 2.2万股 | $261.7万 | 2.2万股 | -2股-0.01% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.15% | — | $276.9万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| A美国世纪ETF信托AVEM |
| 2.13% | 1.97% | $274.4万 | 4.4万股 | $220.3万 | 4.1万股 | +2,613股+6.30% | 加仓 |
| IiShares安硕信托IWD |
| 1.88% | 2.03% | $241.5万 | 1.8万股 | $227.4万 | 1.9万股 | -597股-3.23% | 减仓 |
| IiShares安硕·COREIJR |
| 1.62% | 1.57% | $208.9万 | 2.3万股 | $175.8万 | 2.3万股 | -107股-0.46% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.62% | 1.82% | $208.4万 | 4.0万股 | $204.2万 | 4.0万股 | +728股+1.84% | 加仓 |
| S嘉信·USSCHX |
| 1.24% | 1.35% | $160.0万 | 1.8万股 | $151.3万 | 1.8万股 | -217股-1.20% | 减仓 |
| IiShares安硕·COREIJH |
| 1.16% | 1.18% | $149.4万 | 6,602股 | $131.9万 | 6,608股 | -6股-0.09% | 减仓 |
 ALTRIAMO |
| 1.07% | — | $137.9万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 1.06% | — | $136.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| IiShares安硕·S&PIVE |
| 1.04% | 1.09% | $133.4万 | 1.1万股 | $122.2万 | 1.1万股 | +54股+0.51% | 加仓 |
| SSVB FINANCIAL GROUPSIVB |
| 0.77% | 0.63% | $99.3万 | 2,564股 | $70.1万 | 2,564股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.67% | 0.66% | $85.9万 | 1.4万股 | $74.2万 | 1.4万股 | +60股+0.44% | 加仓 |
 微软MSFT |
| 0.57% | 0.66% | $73.3万 | 3,366股 | $73.9万 | 3,366股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.49% | 0.48% | $63.5万 | 9,706股 | $53.5万 | 9,755股 | -49股-0.50% | 减仓 |
 联合健康UNH |
| 0.35% | 0.37% | $44.6万 | 1,275股 | $41.4万 | 1,275股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.33% | 0.37% | $42.3万 | 5,083股 | $42.0万 | 5,068股 | +15股+0.30% | 加仓 |
| S嘉信·USSCHA |
| 0.26% | 0.26% | $33.8万 | 3,848股 | $29.2万 | 3,940股 | -92股-2.34% | 减仓 |
 星巴克SBUX |
| 0.24% | 0.24% | $31.3万 | 3,037股 | $27.0万 | 3,037股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.23% | $29.2万 | 169股 | $26.3万 | 169股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.21% | 0.21% | $27.4万 | 1,749股 | $23.9万 | 1,623股 | +126股+7.76% | 加仓 |
 ADOBE COMADBE |
| 0.21% | 0.25% | $27.2万 | 561股 | $28.1万 | 561股 | 00.00% | 持仓不变 |
 KRAFT HEINZ COMKHC |
| 0.21% | — | $26.4万 | 7,698股 | $0 | 0股 | +7,698股 | 新买入 |
 甲骨文ORCL |
| 0.2% | 0.21% | $25.3万 | 3,964股 | $24.0万 | 3,964股 | 00.00% | 持仓不变 |
 VisaV |
| 0.19% | 0.2% | $24.8万 | 1,137股 | $22.7万 | 1,137股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.18% | 0.23% | $23.6万 | 893股 | $25.7万 | 893股 | 00.00% | 持仓不变 |
| YYUM CHINAYUMC |
| 0.18% | 0.2% | $23.5万 | 4,127股 | $22.0万 | 4,127股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.18% | 0.18% | $23.0万 | 133股 | $20.7万 | 133股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.17% | — | $21.5万 | 4,276股 | $0 | 0股 | +4,276股 | 新买入 |
