| S道富SPYM |
| 19.8% | 19.14% | $6,903.6万 | 78.6万股 | $6,084.2万 | 79.5万股 | -9,325股-1.17% | 减仓 |
| SSPDR道富指数基金SPDW |
| 10.54% | 10.54% | $3,676.6万 | 73.0万股 | $3,349.4万 | 73.4万股 | -4,091股-0.56% | 减仓 |
| SSPDR道富系列信托BIL |
| 7.43% | 8.32% | $2,592.0万 | 28.3万股 | $2,643.7万 | 28.8万股 | -5,637股-1.95% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.09% | 4.06% | $1,427.8万 | 20.0万股 | $1,290.1万 | 20.1万股 | -939股-0.47% | 减仓 |
| S道富SPIB |
| 2.95% | 3.16% | $1,030.1万 | 30.8万股 | $1,005.6万 | 30.0万股 | +8,041股+2.68% | 加仓 |
| S道富SPYV |
| 2.88% | 2.97% | $1,005.0万 | 16.5万股 | $942.9万 | 16.7万股 | -1,332股-0.80% | 减仓 |
| VVALUED ADVISERS TRMBSF |
| 2.51% | 2.46% | $874.4万 | 34.1万股 | $782.3万 | 30.7万股 | +3.4万股+11.06% | 加仓 |
| J骏利亨德森JAAA |
| 2.44% | 2.45% | $852.0万 | 16.9万股 | $779.5万 | 15.5万股 | +1.4万股+9.03% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.37% | 2.18% | $827.4万 | 7.0万股 | $693.2万 | 7.1万股 | -1,269股-1.79% | 减仓 |
| IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG |
| 2.36% | 2.32% | $824.3万 | 32.9万股 | $736.0万 | 29.4万股 | +3.5万股+11.84% | 加仓 |
| IiShares安硕信托IEFA |
| 2.28% | 2.36% | $793.8万 | 8.2万股 | $749.8万 | 8.3万股 | -635股-0.77% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.23% | 2.21% | $776.5万 | 13.0万股 | $701.3万 | 13.0万股 | +340股+0.26% | 加仓 |
| IiShares安硕信托IWD |
| 2.2% | 2.13% | $765.9万 | 3.2万股 | $677.8万 | 3.2万股 | -127股-0.40% | 减仓 |
| S道富SPTI |
| 1.8% | 1.96% | $629.1万 | 22.2万股 | $624.7万 | 21.8万股 | +3,628股+1.66% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.72% | 1.84% | $598.2万 | 7.2万股 | $584.4万 | 7.1万股 | +1,754股+2.48% | 加仓 |
| V先锋领航·TOTALBNDX |
| 1.62% | 1.77% | $566.5万 | 11.7万股 | $563.4万 | 11.7万股 | -299股-0.25% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.51% | 1.41% | $525.6万 | 4.1万股 | $446.9万 | 4.1万股 | +381股+0.94% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.47% | 1.33% | $511.5万 | 1.7万股 | $422.9万 | 1.7万股 | -26股-0.15% | 减仓 |
| IiShares安硕信托IWS |
| 1.37% | 1.33% | $479.0万 | 2.9万股 | $423.9万 | 2.9万股 | +18股+0.06% | 加仓 |
| DDOUBLELINE SECURITIZED CREDIT ETFDSCO |
| 1.27% | — | $443.9万 | 17.8万股 | $0 | 0股 | +17.8万股 | 新买入 |
| DDOUBLELINE ETF TRUSTDCRE |
| 1.27% | — | $443.3万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.24% | 1.16% | $432.3万 | 3.0万股 | $367.4万 | 2.9万股 | +850股+2.96% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.22% | 1.33% | $425.9万 | 7.2万股 | $421.5万 | 7.1万股 | +1,433股+2.02% | 加仓 |
 SSGA ACTIVE TRHOMB |
| 1.19% | 0.93% | $415.3万 | 14.9万股 | $294.7万 | 10.6万股 | +4.3万股+40.37% | 加仓 |
| I景顺交易所交易基金IIBKLN |
| 1.16% | 0.93% | $405.2万 | 19.9万股 | $295.0万 | 14.5万股 | +5.4万股+37.64% | 加仓 |
| J骏利Detroit策略信托JBBB |
| 1.15% | 0.95% | $400.6万 | 8.5万股 | $301.2万 | 6.5万股 | +2.0万股+30.92% | 加仓 |
| S道富SPAB |
| 1.14% | 1.24% | $396.7万 | 15.5万股 | $394.0万 | 15.4万股 | +1,670股+1.09% | 加仓 |
| V先锋领航指数基金VOO |
| 1.13% | 1.05% | $392.7万 | 5,717股 | $334.7万 | 5,601股 | +116股+2.07% | 加仓 |
| AADVISOR MANAGED PORTFOLIOSMBSX |
| 0.85% | 1.07% | $297.0万 | 10.9万股 | $340.5万 | 12.1万股 | -1.2万股-10.02% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.85% | 0.81% | $295.7万 | 2.4万股 | $256.0万 | 6,004股 | +1.8万股+296.65% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.8% | 0.78% | $280.3万 | 1.8万股 | $247.2万 | 1.7万股 | +1,046股+6.27% | 加仓 |
| S道富SPHY |
| 0.79% | 0.83% | $274.7万 | 11.7万股 | $262.5万 | 11.3万股 | +4,626股+4.11% | 加仓 |
| SSSGA ACTIVE TRPRAB |
| 0.74% | — | $258.3万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.73% | 0.71% | $254.9万 | 3,414股 | $226.2万 | 3,477股 | -63股-1.81% | 减仓 |
 苹果AAPL |
| 0.69% | 0.66% | $239.2万 | 8,268股 | $209.8万 | 8,268股 | 00.00% | 持仓不变 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.66% | 0.73% | $231.8万 | 5.3万股 | $231.8万 | 5.3万股 | +190股+0.36% | 加仓 |
| IiShares安硕信托AGG |
| 0.66% | 0.71% | $229.1万 | 2.3万股 | $227.2万 | 2.3万股 | +257股+1.12% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.65% | 0.61% | $226.7万 | 5,537股 | $194.3万 | 5,449股 | +88股+1.61% | 加仓 |
| SSPDR道富系列信托BWX |
| 0.5% | 0.53% | $172.9万 | 8.0万股 | $168.3万 | 7.7万股 | +3,078股+4.01% | 加仓 |
 iShares安硕·MBSACGL |
| 0.49% | 0.52% | $169.5万 | 1.8万股 | $166.9万 | 1.8万股 | +354股+2.01% | 加仓 |
| FFLEXSHARES ULTRA-SHORT INCOME FUNDRAVI |
| 0.34% | 0.37% | $117.4万 | 1.6万股 | $116.7万 | 1.5万股 | +84股+0.54% | 加仓 |
| AALPS ETF信托AMLP |
| 0.29% | 0.33% | $102.8万 | 2.0万股 | $103.8万 | 2.0万股 | +107股+0.54% | 加仓 |
 ARCH CAP ORDACGL |
| 0.29% | 0.32% | $101.9万 | 1.1万股 | $100.8万 | 1.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.23% | $89.3万 | 2,528股 | $72.5万 | 2,528股 | 00.00% | 持仓不变 |
| AATEA PHARMACEUTICALS INC COMAVIR |
| 0.24% | 0.3% | $82.3万 | 17.7万股 | $95.2万 | 17.7万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTL |
| 0.23% | 0.24% | $78.5万 | 3.0万股 | $75.5万 | 2.9万股 | +1,220股+4.25% | 加仓 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 0.2% | 0.22% | $70.4万 | 2.7万股 | $69.6万 | 2.7万股 | +669股+2.50% | 加仓 |
 微软MSFT |
| 0.19% | 0.21% | $67.4万 | 1,807股 | $66.6万 | 1,798股 | +9股+0.50% | 加仓 |
| TTYRA BIOSCIENCESTYRA |
| 0.19% | 0.25% | $67.1万 | 2.1万股 | $80.5万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.19% | 0.21% | $65.2万 | 1.6万股 | $68.3万 | 1.6万股 | -333股-2.07% | 减仓 |
