| IiShares安硕·RUSSELLIWF |
| 14.73% | 14.13% | $6,946.1万 | 55.9万股 | $6,031.5万 | 14.1万股 | +41.8万股+295.47% | 加仓 |
| IiShares安硕信托IWD |
| 13.03% | 13.7% | $6,145.0万 | 25.3万股 | $5,844.9万 | 27.4万股 | -2.0万股-7.34% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 8.76% | 8.62% | $4,131.1万 | 13.7万股 | $3,679.5万 | 14.8万股 | -1.1万股-7.33% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 7.77% | 8.44% | $3,663.1万 | 35.3万股 | $3,599.7万 | 37.1万股 | -1.8万股-4.85% | 减仓 |
 苹果AAPL |
| 5.86% | 5.67% | $2,762.7万 | 9.5万股 | $2,419.1万 | 9.5万股 | +155股+0.16% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.11% | 4.36% | $1,935.3万 | 24.5万股 | $1,859.3万 | 23.5万股 | +1.0万股+4.41% | 加仓 |
| IiShares安硕信托IEI |
| 3.09% | 3.18% | $1,454.7万 | 12.4万股 | $1,358.5万 | 11.5万股 | +9,309股+8.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.88% | 2.78% | $1,355.8万 | 1.8万股 | $1,187.6万 | 1.8万股 | -106股-0.58% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.86% | 2.67% | $1,348.5万 | 18.9万股 | $1,139.9万 | 17.8万股 | +1.1万股+6.39% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.8% | — | $1,320.9万 | 25.2万股 | $0 | 0股 | +25.2万股 | 新买入 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 2.28% | 2.15% | $1,074.2万 | 10.0万股 | $918.2万 | 10.0万股 | -703股-0.70% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.07% | 1.8% | $976.7万 | 1.4万股 | $768.8万 | 1.2万股 | +1,422股+11.41% | 加仓 |
| S道富SPSM |
| 1.91% | 1.61% | $902.7万 | 15.7万股 | $687.3万 | 14.2万股 | +1.4万股+10.04% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.85% | 1.42% | $871.5万 | 4.1万股 | $606.0万 | 3.2万股 | +9,382股+29.71% | 加仓 |
| IiShares安硕信托PFF |
| 1.27% | 1.35% | $598.8万 | 19.6万股 | $576.3万 | 19.0万股 | +6,330股+3.33% | 加仓 |
| I景顺QQQ信托VOO |
| 1.16% | 1.04% | $547.5万 | 7,435股 | $441.9万 | 7,656股 | -221股-2.89% | 减仓 |
| B贝莱德·ETF TRUST IIINMU |
| 1.16% | 1.29% | $546.5万 | 22.5万股 | $548.4万 | 22.9万股 | -3,990股-1.74% | 减仓 |
| S嘉信·USSCHX |
| 0.96% | 0.94% | $450.4万 | 15.3万股 | $401.2万 | 15.6万股 | -3,448股-2.20% | 减仓 |
| SSPDR道富系列信托SHM |
| 0.92% | 1.14% | $432.5万 | 9.0万股 | $487.9万 | 10.2万股 | -1.2万股-11.60% | 减仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 0.87% | 0.98% | $412.1万 | 9.0万股 | $417.5万 | 9.2万股 | -2,354股-2.55% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.72% | 0.84% | $337.5万 | 6.4万股 | $358.3万 | 6.9万股 | -4,488股-6.54% | 减仓 |
| IiShares安硕信托IVV |
| 0.64% | 0.63% | $301.6万 | 4,028股 | $269.3万 | 4,122股 | -94股-2.28% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.61% | 0.73% | $289.3万 | 2.9万股 | $312.2万 | 3.1万股 | -2,342股-7.54% | 减仓 |
 摩根大通JPM |
| 0.54% | 0.54% | $256.8万 | 7,845股 | $229.5万 | 7,803股 | +42股+0.54% | 加仓 |
 微软MSFT |
| 0.45% | 0.49% | $211.3万 | 5,664股 | $209.2万 | 5,651股 | +13股+0.23% | 加仓 |
 LAZARDLAZ |
| 0.43% | 0.49% | $204.5万 | 4.9万股 | $207.1万 | 4.9万股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.42% | 0.41% | $196.7万 | 3,766股 | $174.6万 | 3,771股 | -5股-0.13% | 减仓 |
| G通用动力VTI |
| 0.41% | 0.4% | $193.6万 | 5,231股 | $169.9万 | 5,297股 | -66股-1.25% | 减仓 |
| I景顺自营指数基金BSMR |
| 0.39% | 0.44% | $183.7万 | 7.8万股 | $185.7万 | 7.9万股 | -785股-1.00% | 减仓 |
 博通AVGO |
| 0.38% | 0.34% | $177.7万 | 4,705股 | $143.7万 | 4,643股 | +62股+1.34% | 加仓 |
| I景顺自营指数基金BSMQ |
| 0.36% | 0.41% | $169.3万 | 7.2万股 | $174.0万 | 7.4万股 | -1,729股-2.35% | 减仓 |
 英伟达NVDA |
| 0.36% | 0.34% | $168.8万 | 8,437股 | $147.1万 | 8,435股 | +2股+0.02% | 加仓 |
 思科CSCO |
| 0.34% | 0.24% | $158.5万 | 1.3万股 | $103.5万 | 1.3万股 | +160股+1.20% | 加仓 |
 德州仪器TXN |
| 0.33% | 0.24% | $156.2万 | 5,240股 | $102.3万 | 5,270股 | -30股-0.57% | 减仓 |
 谷歌AGOOGL |
| 0.33% | 0.29% | $155.3万 | 4,347股 | $124.7万 | 4,338股 | +9股+0.21% | 加仓 |
 卡特彼勒CAT |
| 0.33% | 0.24% | $155.3万 | 1,458股 | $102.9万 | 1,452股 | +6股+0.41% | 加仓 |
| V先锋领航指数基金VB |
| 0.32% | 0.31% | $153.0万 | 5,046股 | $132.3万 | 5,050股 | -4股-0.08% | 减仓 |
 VisaV |
| 0.3% | 0.29% | $141.7万 | 4,130股 | $122.6万 | 4,057股 | +73股+1.80% | 加仓 |
| I景顺自营指数基金BSMS |
| 0.29% | 0.33% | $137.7万 | 5.9万股 | $139.7万 | 6.0万股 | -951股-1.59% | 减仓 |
 强生JNJ |
| 0.29% | 0.3% | $135.1万 | 5,320股 | $127.2万 | 5,205股 | +115股+2.21% | 加仓 |
 礼来LLY |
| 0.28% | 0.24% | $134.1万 | 1,118股 | $100.8万 | 1,096股 | +22股+2.01% | 加仓 |
| S嘉信·USSCHA |
| 0.28% | 0.25% | $133.6万 | 3.7万股 | $107.5万 | 3.7万股 | +11股+0.03% | 加仓 |
| I景顺自营指数基金BSMT |
| 0.28% | 0.31% | $130.8万 | 5.7万股 | $132.5万 | 5.8万股 | -733股-1.27% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.28% | 0.27% | $130.7万 | 1.4万股 | $113.8万 | 1.4万股 | +3股+0.02% | 加仓 |
 艾伯维ABBV |
| 0.26% | 0.25% | $121.8万 | 4,841股 | $107.5万 | 4,941股 | -100股-2.02% | 减仓 |
| DDirexion股票ETF信托QQQE |
| 0.24% | 0.22% | $114.8万 | 9,413股 | $93.7万 | 9,508股 | -95股-1.00% | 减仓 |
 好市多COST |
| 0.24% | 0.3% | $114.2万 | 1,221股 | $126.6万 | 1,271股 | -50股-3.93% | 减仓 |
 家得宝HD |
| 0.23% | 0.24% | $110.4万 | 3,130股 | $101.9万 | 3,099股 | +31股+1.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.22% | 0.2% | $105.2万 | 2,978股 | $85.3万 | 2,972股 | +6股+0.20% | 加仓 |
| S嘉信策略信托SCHD |
| 0.22% | 0.24% | $104.9万 | 3.3万股 | $101.6万 | 3.3万股 | -40股-0.12% | 减仓 |
