| IiShares安硕信托IVV |
| 9.28% | 8.86% | $2,472.6万 | 5.2万股 | $2,025.1万 | 4.7万股 | +4,609股+9.77% | 加仓 |
| IiShares安硕信托IEFA |
| 8.11% | 8.07% | $2,158.9万 | 30.7万股 | $1,844.1万 | 28.7万股 | +2.0万股+7.08% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 7.43% | 7.44% | $1,980.1万 | 11.6万股 | $1,700.0万 | 10.9万股 | +6,797股+6.21% | 加仓 |
| IiShares安硕信托STIP |
| 6.99% | 7.49% | $1,862.9万 | 18.9万股 | $1,711.7万 | 17.7万股 | +1.2万股+6.99% | 加仓 |
| IiShares安硕·S&PIVE |
| 5.55% | 5.43% | $1,478.5万 | 8.5万股 | $1,241.7万 | 8.1万股 | +4,315股+5.35% | 加仓 |
| IiShares安硕IEMG |
| 5.3% | 5.19% | $1,411.8万 | 27.9万股 | $1,185.6万 | 24.9万股 | +3.0万股+12.04% | 加仓 |
 iShares安硕·MBSACGL |
| 5.05% | 5.5% | $1,345.4万 | 14.3万股 | $1,256.3万 | 14.1万股 | +1,523股+1.08% | 加仓 |
| I景顺·S&PPSCI |
| 4.09% | 3.9% | $1,089.2万 | 9.4万股 | $891.3万 | 9.0万股 | +4,321股+4.82% | 加仓 |
| SSTATE STREET SPDR S&P 1500 VALUE TILT ETFVLU |
| 3.81% | 3.76% | $1,014.5万 | 6.3万股 | $859.1万 | 5.9万股 | +3,876股+6.52% | 加仓 |
| IiShares安硕·COREIJH |
| 3.52% | 3.12% | $938.6万 | 3.4万股 | $712.5万 | 2.9万股 | +5,292股+18.52% | 加仓 |
| IiShares安硕·COREIJR |
| 3.43% | 3.06% | $914.3万 | 8.4万股 | $698.9万 | 7.4万股 | +1.0万股+13.99% | 加仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 2.98% | 3.13% | $793.1万 | 34.4万股 | $714.6万 | 31.9万股 | +2.4万股+7.58% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.87% | 3.05% | $764.5万 | 16.1万股 | $697.7万 | 15.0万股 | +1.0万股+6.86% | 加仓 |
| IiShares安硕信托SHYG |
| 2.84% | 3.01% | $757.5万 | 17.9万股 | $688.9万 | 16.8万股 | +1.2万股+6.86% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.76% | 2.88% | $734.1万 | 15.3万股 | $657.1万 | 15.0万股 | +2,965股+1.97% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 2.53% | 2.5% | $673.4万 | 5.9万股 | $571.5万 | 5.4万股 | +4,733股+8.80% | 加仓 |
| IiShares安硕信托IVW |
| 2.43% | 2.61% | $647.9万 | 8.6万股 | $597.6万 | 8.7万股 | -1,069股-1.22% | 减仓 |
| V先锋领航·MIDVO |
| 1.64% | 1.73% | $438.1万 | 1.9万股 | $395.3万 | 1.9万股 | -153股-0.81% | 减仓 |
| V先锋领航指数基金VB |
| 1.51% | 1.56% | $403.5万 | 1.9万股 | $356.5万 | 1.9万股 | +59股+0.31% | 加仓 |
| IiShares安硕信托DGRO |
| 1.39% | 1.45% | $370.0万 | 6.9万股 | $331.2万 | 6.7万股 | +1,870股+2.80% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.35% | 1.52% | $360.1万 | 8.8万股 | $346.4万 | 8.8万股 | -730股-0.83% | 减仓 |
| IiShares安硕信托GVI |
| 1.24% | 0.85% | $330.8万 | 3.1万股 | $194.9万 | 1.9万股 | +1.2万股+60.55% | 加仓 |
| V先锋领航指数基金VV |
| 1.21% | 1.29% | $323.2万 | 1.5万股 | $293.7万 | 1.5万股 | -194股-1.29% | 减仓 |
| SSPDR道富系列信托SHM |
| 1.14% | 0.65% | $303.0万 | 6.3万股 | $149.4万 | 3.2万股 | +3.1万股+96.13% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.05% | 1.1% | $279.1万 | 1.8万股 | $251.7万 | 1.8万股 | -80股-0.45% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.95% | 0.79% | $254.0万 | 3.4万股 | $179.8万 | 2.6万股 | +7,612股+29.17% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.9% | 0.94% | $239.0万 | 5,029股 | $215.0万 | 5,030股 | -1股-0.02% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.89% | 0.96% | $237.7万 | 9,064股 | $219.5万 | 9,346股 | -282股-3.02% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.54% | 0.59% | $143.3万 | 4.5万股 | $135.7万 | 4.5万股 | +383股+0.85% | 加仓 |
| F第一信托交易所交易基金IIIFSMB |
| 0.47% | 0.58% | $125.1万 | 6.3万股 | $133.4万 | 6.9万股 | -6,134股-8.91% | 减仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 0.41% | 0.5% | $108.7万 | 4.2万股 | $113.9万 | 3.9万股 | +2,789股+7.08% | 加仓 |
 埃森哲ACN |
| 0.38% | 0.39% | $102.4万 | 2,917股 | $89.6万 | 2,917股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.38% | 0.42% | $101.6万 | 5,279股 | $95.4万 | 5,574股 | -295股-5.29% | 减仓 |
 联合太平洋铁路UNP |
| 0.34% | — | $91.7万 | 3,732股 | $0 | 0股 | +3,732股 | 新买入 |
| V先锋领航全球基金MGV |
| 0.32% | 0.35% | $84.9万 | 7,762股 | $79.6万 | 7,852股 | -90股-1.15% | 减仓 |
| IiShares安硕信托IJJ |
| 0.31% | 0.31% | $81.9万 | 7,182股 | $71.7万 | 7,103股 | +79股+1.11% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.31% | 0.33% | $81.3万 | 3,640股 | $74.3万 | 3,701股 | -61股-1.65% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.27% | — | $71.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.27% | — | $71.0万 | 7,875股 | $0 | 0股 | +7,875股 | 新买入 |
| IiShares安硕信托IJK |
| 0.26% | 0.28% | $70.4万 | 8,881股 | $63.8万 | 8,834股 | +47股+0.53% | 加仓 |
| IiShares安硕信托EEM |
| 0.25% | 0.28% | $66.0万 | 1.6万股 | $63.3万 | 1.7万股 | -287股-1.72% | 减仓 |
| IiShares安硕信托IWD |
| 0.24% | 0.26% | $64.6万 | 3,911股 | $60.5万 | 3,983股 | -72股-1.81% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 0.22% | — | $59.7万 | 4,097股 | $0 | 0股 | +4,097股 | 新买入 |
| IiShares安硕信托IDEV |
| 0.21% | 0.22% | $55.8万 | 8,772股 | $50.9万 | 8,737股 | +35股+0.40% | 加仓 |
| V先锋领航指数基金VTV |
| 0.2% | 0.22% | $54.3万 | 3,629股 | $50.2万 | 3,641股 | -12股-0.33% | 减仓 |
 VanEck ETF信托SHYD |
| 0.19% | — | $50.0万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 AMERICAN WTR WKS NEWAWK |
| 0.18% | — | $48.4万 | 3,666股 | $0 | 0股 | +3,666股 | 新买入 |
| V先锋领航市政债券基金VTEB |
| 0.17% | 0.13% | $46.4万 | 9,089股 | $30.7万 | 6,391股 | +2,698股+42.22% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.17% | 0.17% | $44.8万 | 1,726股 | $39.1万 | 1,722股 | +4股+0.23% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.15% | 0.15% | $38.9万 | 3,772股 | $33.2万 | 3,718股 | +54股+1.45% | 加仓 |
