| SSPDR道富系列信托SPTM |
| 11.29% | 11.28% | $7,086.9万 | 78.0万股 | $6,744.9万 | 77.7万股 | +3,192股+0.41% | 加仓 |
| S道富SPAB |
| 8.49% | 8.4% | $5,329.3万 | 211.4万股 | $5,019.6万 | 195.8万股 | +15.5万股+7.94% | 加仓 |
| F富达Covington信托FENI |
| 7.97% | 7.81% | $5,000.7万 | 124.5万股 | $4,671.3万 | 120.1万股 | +4.4万股+3.69% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.8% | 4.77% | $3,014.8万 | 66.8万股 | $2,850.2万 | 62.1万股 | +4.7万股+7.58% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 4.74% | 4.58% | $2,977.6万 | 94.3万股 | $2,738.6万 | 92.7万股 | +1.5万股+1.64% | 加仓 |
| S道富SPMD |
| 4.68% | 4.59% | $2,935.1万 | 44.2万股 | $2,745.0万 | 43.0万股 | +1.3万股+2.91% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 3.29% | 3.18% | $2,063.0万 | 18.8万股 | $1,903.7万 | 18.5万股 | +3,551股+1.92% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.15% | — | $1,977.9万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
| SSPDR道富指数基金SPEM |
| 2.67% | 5.4% | $1,675.0万 | 32.8万股 | $3,224.9万 | 63.2万股 | -30.5万股-48.18% | 减仓 |
| PPACER SWAN SOS FUND OF FUNDS ETFPSFF |
| 2.51% | 2.5% | $1,572.6万 | 45.7万股 | $1,496.9万 | 44.7万股 | +9,930股+2.22% | 加仓 |
 亚马逊AMZN |
| 2.3% | 2.53% | $1,442.1万 | 5.8万股 | $1,513.6万 | 5.8万股 | +288股+0.50% | 加仓 |
 PROGRESSIVEPGR |
| 2.29% | 2.28% | $1,440.3万 | 7.0万股 | $1,360.8万 | 6.7万股 | +2,575股+3.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.29% | 2.2% | $1,436.2万 | 2.9万股 | $1,315.1万 | 2.8万股 | +1,516股+5.45% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.14% | 2.58% | $1,342.3万 | 3.9万股 | $1,539.4万 | 4.4万股 | -5,397股-12.22% | 减仓 |
| FFACTSET RESH SYSFDS |
| 2.02% | 2% | $1,265.6万 | 5.1万股 | $1,198.1万 | 5.3万股 | -1,924股-3.62% | 减仓 |
 摩根大通JPM |
| 1.97% | 1.84% | $1,233.9万 | 3.6万股 | $1,100.1万 | 3.5万股 | +440股+1.25% | 加仓 |
 CHUBB LIMITEDCB |
| 1.89% | 1.8% | $1,183.1万 | 3.3万股 | $1,078.7万 | 3.3万股 | +114股+0.34% | 加仓 |
 第一资本COF |
| 1.82% | 1.74% | $1,142.6万 | 5.5万股 | $1,040.5万 | 5.4万股 | +1,804股+3.37% | 加仓 |
 W.R.伯克利WRB |
| 1.81% | 1.66% | $1,135.0万 | 15.7万股 | $991.6万 | 15.0万股 | +7,501股+5.01% | 加仓 |
| IiShares安硕信托IQLT |
| 1.76% | 1.8% | $1,105.9万 | 22.3万股 | $1,074.3万 | 22.0万股 | +2,460股+1.12% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 1.62% | 1.64% | $1,014.3万 | 23.1万股 | $980.7万 | 22.3万股 | +8,587股+3.86% | 加仓 |
 HCA医疗HCA |
| 1.61% | 1.6% | $1,008.8万 | 2.7万股 | $958.6万 | 2.2万股 | +5,535股+25.74% | 加仓 |
| S道富SLYG |
| 1.55% | 1.48% | $972.1万 | 8.4万股 | $882.9万 | 8.2万股 | +1,376股+1.67% | 加仓 |
 埃克森美孚XOM |
| 1.5% | 1.47% | $943.4万 | 6.2万股 | $878.9万 | 5.9万股 | +2,879股+4.85% | 加仓 |
 苹果AAPL |
| 1.49% | 1.37% | $933.8万 | 2.8万股 | $818.0万 | 3.1万股 | -2,077股-6.79% | 减仓 |
 PULTEPHM |
| 1.42% | 1.46% | $890.0万 | 7.2万股 | $875.4万 | 6.8万股 | +3,389股+4.97% | 加仓 |
| IiShares安硕信托SGOV |
| 1.38% | 0.95% | $866.0万 | 8.6万股 | $569.9万 | 5.7万股 | +2.9万股+52.02% | 加仓 |
 微软MSFT |
| 1.18% | 1.29% | $738.0万 | 1.9万股 | $773.9万 | 1.8万股 | +339股+1.86% | 加仓 |
 宝洁PG |
| 1.15% | 1.17% | $723.1万 | 4.9万股 | $699.6万 | 4.7万股 | +1,684股+3.57% | 加仓 |
 威瑞森VZ |
| 1.07% | 1.11% | $670.7万 | 15.3万股 | $662.3万 | 14.1万股 | +1.3万股+8.95% | 加仓 |
 百事可乐PEP |
| 1.01% | 1.15% | $636.9万 | 4.7万股 | $685.9万 | 4.5万股 | +2,670股+6.00% | 加仓 |
| G通用动力VTI |
| 0.68% | 0.71% | $427.3万 | 1.2万股 | $421.5万 | 1.2万股 | -391股-3.27% | 减仓 |
| IiShares安硕·COREIJH |
| 0.66% | 0.68% | $416.0万 | 5.5万股 | $403.9万 | 5.5万股 | -506股-0.91% | 减仓 |
| IiShares安硕信托AGG |
| 0.58% | 0.6% | $361.6万 | 3.7万股 | $357.3万 | 3.6万股 | +1,068股+2.97% | 加仓 |
| V先锋领航·TOTALBND |
| 0.51% | 0.53% | $317.2万 | 4.4万股 | $314.1万 | 4.3万股 | +1,140股+2.68% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.48% | 0.44% | $299.9万 | 6.0万股 | $262.9万 | 5.2万股 | +7,963股+15.29% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.45% | 0.44% | $279.7万 | 2.8万股 | $260.9万 | 2.6万股 | +1,861股+7.18% | 加仓 |
| IiShares安硕信托GVI |
| 0.42% | 0.43% | $265.1万 | 2.5万股 | $259.1万 | 2.4万股 | +854股+3.54% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.38% | 0.38% | $235.8万 | 6.9万股 | $226.4万 | 7.1万股 | -1,584股-2.24% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.33% | 0.72% | $204.2万 | 3.5万股 | $427.6万 | 7.3万股 | -3.8万股-52.36% | 减仓 |
| IiShares安硕信托GVI |
| 0.26% | 0.25% | $165.9万 | 1.6万股 | $149.6万 | 1.4万股 | +1,599股+11.40% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.24% | 0.25% | $151.0万 | 2.1万股 | $152.4万 | 2.2万股 | -957股-4.27% | 减仓 |
| WWARRIOR MET COALHCC |
| 0.24% | 0.24% | $149.9万 | 1.9万股 | $144.3万 | 1.6万股 | +2,297股+13.93% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.24% | 0.24% | $148.1万 | 1.3万股 | $144.6万 | 1.3万股 | -485股-3.72% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.23% | 0.23% | $147.4万 | 4.9万股 | $138.3万 | 4.7万股 | +1,863股+3.92% | 加仓 |
 ENOVA INTLENVA |
| 0.23% | 0.24% | $142.9万 | 6,257股 | $145.3万 | 8,369股 | -2,112股-25.24% | 减仓 |
 达维塔DVA |
| 0.2% | 0.18% | $127.1万 | 5,355股 | $110.5万 | 7,363股 | -2,008股-27.27% | 减仓 |
| LLITHIA MTRSLAD |
| 0.2% | 0.18% | $126.7万 | 3,831股 | $108.3万 | 3,911股 | -80股-2.05% | 减仓 |
 SELECTIVE INSSIGI |
| 0.2% | 0.19% | $126.0万 | 1.3万股 | $111.5万 | 1.3万股 | -328股-2.51% | 减仓 |
| NNMINMIH |
| 0.2% | 0.19% | $123.7万 | 3.0万股 | $115.0万 | 2.8万股 | +1,895股+6.85% | 加仓 |
