| S道富SPYM |
| 19.15% | 15.33% | $9,828.1万 | 111.8万股 | $6,710.9万 | 87.7万股 | +24.2万股+27.55% | 加仓 |
| IiShares安硕信托IVW |
| 6.79% | 6.43% | $3,481.5万 | 25.3万股 | $2,815.0万 | 24.9万股 | +4,272股+1.72% | 加仓 |
| B贝莱德ETF信托CORO |
| 6.17% | 5.56% | $3,166.0万 | 86.5万股 | $2,435.5万 | 75.7万股 | +10.8万股+14.20% | 加仓 |
| B贝莱德ETF信托DYNF |
| 5.84% | 5.62% | $2,998.4万 | 44.1万股 | $2,460.0万 | 42.3万股 | +1.8万股+4.27% | 加仓 |
| IiShares安硕·S&PIVE |
| 4.42% | 5.03% | $2,268.1万 | 10.0万股 | $2,201.4万 | 10.4万股 | -4,367股-4.19% | 减仓 |
| B贝莱德ETF信托BAI |
| 3.09% | 2.46% | $1,587.0万 | 30.1万股 | $1,077.2万 | 32.7万股 | -2.6万股-7.92% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 3.02% | 3.1% | $1,551.6万 | 4.2万股 | $1,357.3万 | 4.3万股 | -264股-0.62% | 减仓 |
| IiShares安硕信托LMUB |
| 1.95% | 1.9% | $1,000.0万 | 19.5万股 | $833.6万 | 16.7万股 | +2.8万股+16.93% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 1.88% | 1.95% | $964.1万 | 6.0万股 | $853.8万 | 7.6万股 | -1.6万股-21.64% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.86% | 2.42% | $953.2万 | 18.4万股 | $1,059.0万 | 22.6万股 | -4.2万股-18.46% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 1.77% | 1.64% | $909.9万 | 5.2万股 | $716.9万 | 4.3万股 | +8,241股+19.05% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 1.62% | 3.76% | $829.6万 | 3.8万股 | $1,645.0万 | 8.6万股 | -4.8万股-55.91% | 减仓 |
| B贝莱德ETF信托BLCR |
| 1.56% | 1.38% | $801.1万 | 15.9万股 | $602.3万 | 14.7万股 | +1.2万股+8.43% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.54% | 1.61% | $790.5万 | 15.1万股 | $703.6万 | 13.5万股 | +1.6万股+11.46% | 加仓 |
 苹果AAPL |
| 1.5% | 1.54% | $771.4万 | 2.7万股 | $675.6万 | 2.7万股 | +36股+0.14% | 加仓 |
 BYLINE BANCORPBY |
| 1.44% | 1.44% | $738.3万 | 19.6万股 | $630.7万 | 20.0万股 | -3,724股-1.86% | 减仓 |
| V先锋领航指数基金VOO |
| 1.43% | 1.47% | $736.1万 | 1.1万股 | $642.7万 | 1.1万股 | -38股-0.35% | 减仓 |
| SSPDR道富系列信托SPMB |
| 1.43% | 1.43% | $733.7万 | 32.9万股 | $626.2万 | 28.0万股 | +4.9万股+17.60% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.41% | 1.57% | $724.9万 | 3.1万股 | $688.2万 | 3.2万股 | -1,363股-4.26% | 减仓 |
| SSPDR道富系列信托SPTL |
| 1.29% | 1.34% | $659.8万 | 25.2万股 | $584.9万 | 22.2万股 | +2.9万股+13.11% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 1.13% | 1.01% | $580.6万 | 9.0万股 | $442.7万 | 9.8万股 | -7,806股-7.98% | 减仓 |
| IiShares安硕信托GJS |
| 0.99% | 0.9% | $506.5万 | 22.2万股 | $395.8万 | 17.3万股 | +5.0万股+28.67% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.93% | — | $477.7万 | 17.0万股 | $0 | 0股 | +17.0万股 | 新买入 |
 美国合众银行USB |
| 0.93% | 0.94% | $474.8万 | 7.9万股 | $410.8万 | 7.9万股 | -380股-0.48% | 减仓 |
 谷歌AGOOGL |
| 0.84% | 0.81% | $428.9万 | 1.2万股 | $355.2万 | 1.2万股 | -349股-2.83% | 减仓 |
 EquifaxEFX |
| 0.84% | 1.15% | $428.5万 | 2.7万股 | $503.9万 | 2.8万股 | -983股-3.51% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.8% | 1.07% | $410.3万 | 5.2万股 | $467.8万 | 5.0万股 | +1,197股+2.37% | 加仓 |
 HCA医疗HCA |
| 0.76% | 1.08% | $389.9万 | 1.0万股 | $473.2万 | 1.0万股 | 00.00% | 持仓不变 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.72% | — | $368.3万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 微软MSFT |
| 0.71% | 0.83% | $366.3万 | 9,821股 | $365.1万 | 9,863股 | -42股-0.43% | 减仓 |
| IiShares安硕信托MTUM |
| 0.71% | 0.64% | $363.7万 | 1.1万股 | $280.2万 | 1.2万股 | -1,067股-9.14% | 减仓 |
 艾伯维ABBV |
| 0.71% | 0.73% | $361.9万 | 1.4万股 | $318.8万 | 1.5万股 | -275股-1.88% | 减仓 |
 沃尔玛WMT |
| 0.65% | 0.85% | $331.0万 | 2.9万股 | $372.5万 | 3.0万股 | -748股-2.50% | 减仓 |
 亚马逊AMZN |
| 0.6% | 0.61% | $309.4万 | 1.3万股 | $269.0万 | 1.3万股 | +66股+0.51% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.56% | 0.55% | $286.2万 | 5.7万股 | $242.6万 | 4.9万股 | +7,947股+16.34% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.54% | 0.54% | $277.0万 | 2.2万股 | $237.8万 | 5,578股 | +1.7万股+299.98% | 加仓 |
 英伟达NVDA |
| 0.51% | 0.52% | $259.1万 | 1.3万股 | $227.1万 | 1.3万股 | -72股-0.55% | 减仓 |
| J骏利亨德森JAAA |
| 0.49% | 0.52% | $253.3万 | 5.0万股 | $229.1万 | 4.5万股 | +4,695股+10.32% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.43% | 0.58% | $219.4万 | 4.6万股 | $252.2万 | 5.3万股 | -6,984股-13.25% | 减仓 |
| V先锋领航指数基金VUG |
| 0.42% | 0.41% | $214.6万 | 2.5万股 | $181.4万 | 4,152股 | +2.1万股+499.98% | 加仓 |
| IiShares安硕信托USMV |
| 0.39% | 0.53% | $202.3万 | 2.1万股 | $233.3万 | 2.5万股 | -4,182股-16.63% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.39% | 0.41% | $198.7万 | 4,852股 | $179.6万 | 5,038股 | -186股-3.69% | 减仓 |
| IiShares安硕信托ITOT |
| 0.38% | 0.42% | $197.2万 | 1.2万股 | $183.0万 | 1.3万股 | -845股-6.58% | 减仓 |
| IiShares安硕信托GVI |
| 0.36% | 0.53% | $182.8万 | 1.7万股 | $233.3万 | 2.2万股 | -4,991股-22.71% | 减仓 |
 百事可乐PEP |
| 0.35% | 0.48% | $180.3万 | 1.3万股 | $210.4万 | 1.4万股 | -236股-1.74% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.31% | 0.32% | $161.1万 | 3.0万股 | $141.8万 | 3.0万股 | -22股-0.07% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.3% | 0.31% | $152.0万 | 3.0万股 | $135.2万 | 3.0万股 | +531股+1.79% | 加仓 |
 雅培ABT |
| 0.26% | 0.35% | $134.4万 | 1.5万股 | $152.1万 | 1.5万股 | +1股+0.01% | 加仓 |
 南方电力SO |
| 0.26% | 0.31% | $133.4万 | 1.4万股 | $133.6万 | 1.4万股 | +99股+0.72% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.26% | 0.25% | $130.9万 | 1.5万股 | $109.9万 | 2,991股 | +1.2万股+397.76% | 加仓 |
