| IiShares安硕信托IEUR |
| 18.11% | 18.04% | $6,184.7万 | 82.3万股 | $5,672.2万 | 80.7万股 | +1.6万股+1.93% | 加仓 |
| S道富SPIB |
| 11.57% | 12.21% | $3,950.2万 | 118.1万股 | $3,839.2万 | 114.5万股 | +3.6万股+3.14% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 10.82% | 11.43% | $3,694.4万 | 99.8万股 | $3,592.9万 | 97.5万股 | +2.3万股+2.33% | 加仓 |
| S道富SPYV |
| 9.84% | 9.89% | $3,361.4万 | 55.3万股 | $3,109.8万 | 55.0万股 | +3,328股+0.61% | 加仓 |
| SSPDR道富系列信托SPYG |
| 9.5% | 8.95% | $3,245.6万 | 27.3万股 | $2,814.2万 | 28.7万股 | -1.5万股-5.10% | 减仓 |
| IiShares安硕信托GJS |
| 5.47% | 5.94% | $1,868.1万 | 82.0万股 | $1,869.1万 | 81.6万股 | +4,221股+0.52% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 5.01% | 5.11% | $1,711.4万 | 20.9万股 | $1,605.9万 | 21.0万股 | -1,004股-0.48% | 减仓 |
| IiShares安硕·S&PIUSG |
| 4.88% | 4.53% | $1,665.6万 | 8.9万股 | $1,424.9万 | 9.2万股 | -3,307股-3.60% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 4.46% | 4.53% | $1,521.5万 | 7.7万股 | $1,424.5万 | 7.7万股 | -300股-0.39% | 减仓 |
| V先锋领航指数基金VOT |
| 4.42% | 4.06% | $1,509.4万 | 4.9万股 | $1,275.5万 | 5.0万股 | -287股-0.58% | 减仓 |
| SSPDR道富系列信托SPTL |
| 3.71% | 3.93% | $1,266.7万 | 48.3万股 | $1,234.7万 | 46.9万股 | +1.3万股+2.87% | 加仓 |
| IiShares安硕信托IUSV |
| 3.6% | 3.59% | $1,230.0万 | 11.2万股 | $1,127.6万 | 11.0万股 | +1,389股+1.26% | 加仓 |
| S道富SLYG |
| 2.11% | 1.86% | $720.1万 | 6.0万股 | $584.4万 | 6.0万股 | -37股-0.06% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.96% | 1.85% | $670.3万 | 6.1万股 | $582.0万 | 6.2万股 | -101股-0.16% | 减仓 |
| IiShares安硕信托LQD |
| 1.14% | 1.24% | $390.0万 | 3.6万股 | $389.3万 | 3.6万股 | +39股+0.11% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.48% | 0.53% | $163.7万 | 6.8万股 | $167.1万 | 6.9万股 | -1,033股-1.50% | 减仓 |
| B巴里克黄金GOLD |
| 0.48% | — | $163.1万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| IiShares安硕信托TLT |
| 0.39% | 0.43% | $132.7万 | 1.5万股 | $133.9万 | 1.5万股 | -86股-0.56% | 减仓 |
| IiShares安硕信托IWS |
| 0.33% | 0.33% | $111.9万 | 6,797股 | $102.5万 | 7,036股 | -239股-3.40% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.3% | 0.29% | $102.9万 | 7,026股 | $91.7万 | 7,160股 | -134股-1.87% | 减仓 |
| IiShares安硕信托AGG |
| 0.17% | 0.19% | $57.5万 | 5,814股 | $59.7万 | 6,014股 | -200股-3.33% | 减仓 |
 苹果AAPL |
| 0.14% | 0.11% | $49.4万 | 1,707股 | $33.6万 | 1,325股 | +382股+28.83% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.14% | 0.14% | $48.9万 | 3,579股 | $44.9万 | 3,794股 | -215股-5.67% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.14% | 0.13% | $47.4万 | 2,652股 | $39.8万 | 2,751股 | -99股-3.60% | 减仓 |
| IiShares安硕信托SHV |
| 0.12% | 0.14% | $41.8万 | 3,790股 | $44.6万 | 4,037股 | -247股-6.12% | 减仓 |
 礼来LLY |
| 0.11% | 0.09% | $38.1万 | 318股 | $29.2万 | 318股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.11% | 0.09% | $37.9万 | 900股 | $29.7万 | 800股 | +100股+12.50% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.1% | 0.11% | $35.7万 | 3,059股 | $35.4万 | 3,059股 | 00.00% | 持仓不变 |
| F富达·COMWLTH TRONEQ |
| 0.08% | 0.07% | $27.1万 | 2,622股 | $22.2万 | 2,619股 | +3股+0.11% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.07% | 0.07% | $25.4万 | 340股 | $22.1万 | 340股 | 00.00% | 持仓不变 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.07% | — | $24.8万 | 818股 | $0 | 0股 | +818股 | 新买入 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.07% | 0.07% | $24.7万 | 1.4万股 | $21.9万 | 1.4万股 | -102股-0.73% | 减仓 |
| IiShares安硕信托IVV |
| 0.07% | 0.07% | $24.5万 | 327股 | $21.7万 | 333股 | -6股-1.80% | 减仓 |
