| SSPDR标普500 ETFSPY |
| 11.86% | 11.45% | $2,485.4万 | 3.3万股 | $2,123.5万 | 3.3万股 | +630股+1.93% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 10.31% | 9.79% | $2,160.7万 | 7.2万股 | $1,815.2万 | 7.3万股 | -1,279股-1.75% | 减仓 |
| I景顺QQQ信托VOO |
| 7.62% | 6.74% | $1,597.3万 | 2.2万股 | $1,250.5万 | 2.2万股 | +24股+0.11% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 6.55% | 7.11% | $1,373.2万 | 27.3万股 | $1,319.1万 | 26.4万股 | +9,295股+3.52% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 4.2% | 3.57% | $880.0万 | 8.0万股 | $661.5万 | 6.8万股 | +1.2万股+17.24% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.69% | 3.92% | $774.3万 | 7.5万股 | $726.3万 | 7.5万股 | -247股-0.33% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 3.68% | 3.57% | $771.7万 | 7.2万股 | $662.5万 | 7.2万股 | -810股-1.12% | 减仓 |
| IiShares安硕信托EEM |
| 3.06% | 2.91% | $641.9万 | 9.4万股 | $539.3万 | 9.5万股 | -1,138股-1.20% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.91% | 3.05% | $610.8万 | 6.3万股 | $564.6万 | 6.4万股 | -312股-0.49% | 减仓 |
| IiShares安硕信托ICVT |
| 2.87% | 2.73% | $602.0万 | 4.9万股 | $506.5万 | 5.0万股 | -310股-0.62% | 减仓 |
| SSPDR黄金信托GLD |
| 2.81% | 3.78% | $589.1万 | 1.6万股 | $700.6万 | 1.6万股 | -290股-1.78% | 减仓 |
| V先锋领航·TOTALBNDX |
| 2.7% | 2.9% | $566.1万 | 11.7万股 | $538.0万 | 11.2万股 | +4,918股+4.39% | 加仓 |
| I景顺交易所交易基金IICGW |
| 2.59% | 2.87% | $543.8万 | 8.3万股 | $532.2万 | 8.3万股 | -512股-0.62% | 减仓 |
| IiShares安硕信托IQLT |
| 2.36% | 2.5% | $494.1万 | 10.0万股 | $463.4万 | 10.0万股 | -522股-0.52% | 减仓 |
| AAMPLIFY ETF TRDIVO |
| 2.33% | 2.55% | $489.2万 | 10.7万股 | $473.4万 | 10.6万股 | +1,480股+1.40% | 加仓 |
| IiShares安硕·COREIJR |
| 2.11% | 2.06% | $442.8万 | 3.0万股 | $381.4万 | 3.1万股 | -828股-2.70% | 减仓 |
| IiShares安硕信托GVI |
| 2.07% | 2.35% | $434.4万 | 4.1万股 | $435.9万 | 4.1万股 | -130股-0.32% | 减仓 |
| V先锋领航·HEALTHVHT |
| 1.98% | 2.12% | $414.7万 | 1.4万股 | $393.4万 | 1.4万股 | -574股-3.97% | 减仓 |
| NNYLI HEDGE MULTI-STRATEGY TRACKER ETFQAI |
| 1.73% | 1.81% | $361.9万 | 9.9万股 | $335.6万 | 9.8万股 | +515股+0.52% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.72% | 1.7% | $361.0万 | 2.9万股 | $314.6万 | 7,378股 | +2.2万股+294.04% | 加仓 |
| SSPDR道富系列信托BWX |
| 1.7% | 1.76% | $356.7万 | 16.5万股 | $326.8万 | 14.9万股 | +1.6万股+10.50% | 加仓 |
| V先锋领航指数基金VB |
| 1.68% | 1.63% | $352.1万 | 1.2万股 | $302.5万 | 1.2万股 | +64股+0.55% | 加仓 |
| IiShares安硕IEMG |
| 1.49% | 1.47% | $312.2万 | 3.8万股 | $272.7万 | 3.9万股 | -1,401股-3.58% | 减仓 |
| IiShares安硕·ESGEFA |
| 1.48% | 1.65% | $309.8万 | 3.0万股 | $306.8万 | 3.2万股 | -1,960股-6.11% | 减仓 |
| SSPDR道富指数基金SPDW |
| 1.46% | 1.49% | $306.2万 | 6.1万股 | $276.5万 | 6.1万股 | +179股+0.30% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.3% | 1.29% | $272.9万 | 3,880股 | $239.7万 | 3,887股 | -7股-0.18% | 减仓 |
| IiShares安硕信托IWD |
| 1.27% | 1.3% | $267.1万 | 1.1万股 | $240.2万 | 1.1万股 | -225股-2.00% | 减仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 1.04% | 1.08% | $217.4万 | 1.8万股 | $199.9万 | 1.9万股 | -800股-4.31% | 减仓 |
| G通用动力VTI |
| 1.03% | 1.02% | $214.8万 | 5,806股 | $188.9万 | 5,887股 | -81股-1.38% | 减仓 |
| IiShares安硕ESGE |
| 0.95% | 1.04% | $198.9万 | 3.6万股 | $193.6万 | 4.3万股 | -6,220股-14.61% | 减仓 |
| IiShares安硕·COREIJH |
| 0.86% | 0.83% | $180.0万 | 2.3万股 | $154.0万 | 2.3万股 | +525股+2.30% | 加仓 |
 苹果AAPL |
| 0.83% | 0.82% | $173.2万 | 5,986股 | $151.9万 | 5,984股 | +2股+0.03% | 加仓 |
| C花旗集团C |
| 0.52% | 0.35% | $109.3万 | 7,809股 | $64.6万 | 5,700股 | +2,109股+37.00% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.48% | 0.37% | $100.7万 | 2.2万股 | $68.3万 | 1.5万股 | +7,332股+49.27% | 加仓 |
 埃克森美孚XOM |
| 0.44% | 0.61% | $91.7万 | 6,711股 | $113.8万 | 6,710股 | +1股+0.01% | 加仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.24% | $91.3万 | 1,329股 | $44.2万 | 739股 | +590股+79.84% | 加仓 |
| PPACER DATA & INFRASTRUCTURE REAL ESTATE ETFSRVR |
| 0.4% | 0.4% | $84.9万 | 2.7万股 | $74.6万 | 2.4万股 | +2,803股+11.72% | 加仓 |
| IIBMIBM |
| 0.36% | 0.35% | $74.8万 | 2,661股 | $64.5万 | 2,663股 | -2股-0.08% | 减仓 |
 英伟达NVDA |
| 0.29% | 0.29% | $61.5万 | 3,074股 | $53.5万 | 3,065股 | +9股+0.29% | 加仓 |
| V先锋领航全球基金VGT |
| 0.29% | 0.24% | $60.0万 | 5,024股 | $43.8万 | 628股 | +4,396股+700.00% | 加仓 |
 微软MSFT |
| 0.28% | 0.32% | $59.5万 | 1,594股 | $59.5万 | 1,608股 | -14股-0.87% | 减仓 |
| IiShares安硕信托MTUM |
| 0.24% | 0.19% | $50.4万 | 1,470股 | $36.1万 | 1,505股 | -35股-2.33% | 减仓 |
 ARES CAPITALARCC |
| 0.23% | 0.25% | $48.1万 | 2.6万股 | $46.8万 | 2.6万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.22% | 0.25% | $46.3万 | 5,940股 | $46.9万 | 5,985股 | -45股-0.75% | 减仓 |
 艾伯维ABBV |
| 0.16% | 0.15% | $32.9万 | 1,309股 | $28.5万 | 1,309股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金FPX |
| 0.16% | 0.14% | $32.7万 | 1,707股 | $26.1万 | 1,595股 | +112股+7.02% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.15% | 0.16% | $32.3万 | 1,367股 | $29.4万 | 1,367股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.15% | 0.16% | $31.3万 | 3,415股 | $29.1万 | 3,415股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.15% | 0.16% | $31.2万 | 3,231股 | $29.4万 | 3,246股 | -15股-0.46% | 减仓 |
 摩根大通JPM |
| 0.13% | 0.13% | $26.7万 | 815股 | $24.0万 | 815股 | 00.00% | 持仓不变 |
