| SSPDR标普500 ETFSPY |
| 9.21% | 8.95% | $4,485.6万 | 6.0万股 | $4,016.2万 | 6.2万股 | -1,689股-2.73% | 减仓 |
| IiShares安硕·COREIJH |
| 6.3% | 6.26% | $3,070.1万 | 39.8万股 | $2,809.5万 | 41.6万股 | -1.8万股-4.30% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 5.95% | 5.9% | $2,896.5万 | 13.6万股 | $2,647.1万 | 13.8万股 | -1,791股-1.30% | 减仓 |
| S道富SPYM |
| 5.92% | 5.5% | $2,882.7万 | 32.8万股 | $2,468.0万 | 32.2万股 | +5,583股+1.73% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.12% | 4.31% | $2,007.7万 | 19.3万股 | $1,932.6万 | 19.9万股 | -5,702股-2.87% | 减仓 |
 礼来LLY |
| 3.99% | 3.36% | $1,944.8万 | 1.6万股 | $1,507.3万 | 1.6万股 | -174股-1.06% | 减仓 |
 亚马逊AMZN |
| 3.18% | 3.16% | $1,548.2万 | 6.5万股 | $1,419.8万 | 6.8万股 | -3,213股-4.71% | 减仓 |
 苹果AAPL |
| 2.94% | 2.97% | $1,430.1万 | 4.9万股 | $1,333.0万 | 5.3万股 | -3,100股-5.90% | 减仓 |
| IiShares安硕信托EEM |
| 2.32% | 2.15% | $1,128.1万 | 16.5万股 | $963.6万 | 17.0万股 | -4,767股-2.81% | 减仓 |
 摩根大通JPM |
| 2.29% | 2.25% | $1,114.1万 | 3.4万股 | $1,010.9万 | 3.4万股 | -330股-0.96% | 减仓 |
| V先锋领航·TOTALBND |
| 2.02% | 1.93% | $984.5万 | 13.4万股 | $864.8万 | 11.7万股 | +1.7万股+14.20% | 加仓 |
 百事可乐PEP |
| 1.99% | 2.55% | $969.7万 | 7.2万股 | $1,145.0万 | 7.4万股 | -2,116股-2.87% | 减仓 |
| WWORLD GOLD TRGLD |
| 1.95% | 2.48% | $950.8万 | 12.0万股 | $1,112.1万 | 12.0万股 | -268股-0.22% | 减仓 |
 微软MSFT |
| 1.8% | 1.61% | $877.2万 | 2.4万股 | $722.6万 | 2.0万股 | +3,994股+20.46% | 加仓 |
| IiShares安硕信托GVI |
| 1.8% | 1.57% | $874.5万 | 8.1万股 | $705.7万 | 6.6万股 | +1.5万股+22.22% | 加仓 |
| V先锋领航指数基金VOO |
| 1.7% | 1.54% | $826.5万 | 1.1万股 | $690.5万 | 1.2万股 | -741股-6.19% | 减仓 |
| S道富XLI |
| 1.55% | 1.49% | $755.1万 | 4.1万股 | $668.1万 | 4.1万股 | -541股-1.31% | 减仓 |
| S道富SPMD |
| 1.3% | 1.18% | $631.5万 | 9.3万股 | $529.0万 | 8.9万股 | +4,143股+4.64% | 加仓 |
| AALPS ETF信托AMLP |
| 1.25% | 1.3% | $610.8万 | 11.8万股 | $582.9万 | 11.1万股 | +7,063股+6.38% | 加仓 |
 CHUBB LIMITEDCB |
| 1.15% | 1.31% | $557.8万 | 1.6万股 | $588.5万 | 1.8万股 | -1,687股-9.34% | 减仓 |
| S道富SPSM |
| 1.13% | 0.99% | $548.8万 | 9.5万股 | $445.5万 | 9.2万股 | +2,955股+3.20% | 加仓 |
 空气化工APD |
| 1.12% | 1.23% | $543.9万 | 1.9万股 | $554.2万 | 1.9万股 | -526股-2.76% | 减仓 |
| V先锋领航指数基金VTV |
| 1.1% | 1.07% | $536.2万 | 2.5万股 | $481.7万 | 2.5万股 | +54股+0.22% | 加仓 |
 家得宝HD |
| 1.08% | 1.09% | $526.7万 | 1.5万股 | $488.6万 | 1.5万股 | +78股+0.53% | 加仓 |
 优步UBER |
| 1.08% | 1.22% | $526.5万 | 7.3万股 | $548.1万 | 7.6万股 | -3,240股-4.25% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.94% | 0.95% | $458.5万 | 2.0万股 | $426.2万 | 2.0万股 | +12股+0.06% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.93% | 0.91% | $453.5万 | 1.5万股 | $410.3万 | 1.7万股 | -1,449股-8.76% | 减仓 |
 NETFLIXNFLX |
| 0.89% | 0.75% | $436.0万 | 6.1万股 | $337.9万 | 3.5万股 | +2.6万股+73.76% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.86% | 0.78% | $421.3万 | 4.6万股 | $350.1万 | 4.4万股 | +2,130股+4.81% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.85% | 0.93% | $414.8万 | 6.9万股 | $416.4万 | 7.7万股 | -7,539股-9.79% | 减仓 |
| IiShares安硕信托PFF |
| 0.84% | 0.76% | $408.9万 | 13.4万股 | $341.6万 | 11.3万股 | +2.1万股+19.06% | 加仓 |
| S道富SPIB |
| 0.78% | 0.87% | $382.3万 | 11.4万股 | $389.8万 | 11.6万股 | -1,967股-1.69% | 减仓 |
 迈威尔MRVL |
| 0.76% | 0.86% | $371.8万 | 1.2万股 | $388.2万 | 3.9万股 | -2.7万股-68.15% | 减仓 |
 ServiceNowNOW |
| 0.76% | — | $371.4万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 第一资本COF |
| 0.73% | 0.76% | $358.0万 | 1.8万股 | $339.9万 | 1.9万股 | -788股-4.23% | 减仓 |
 INGERSOLL RAND COMIR |
| 0.7% | 0.74% | $339.2万 | 4.1万股 | $331.7万 | 4.1万股 | -36股-0.09% | 减仓 |
| SSPDR黄金信托GLD |
| 0.68% | 0.84% | $330.0万 | 8,959股 | $378.2万 | 8,789股 | +170股+1.93% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.67% | 0.56% | $325.8万 | 3.4万股 | $250.2万 | 2.8万股 | +5,574股+19.76% | 加仓 |
 COHEN & STEERS QUALITY INCOMRQI |
| 0.66% | 0.75% | $321.3万 | 26.1万股 | $335.6万 | 27.9万股 | -1.8万股-6.29% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.66% | 1.19% | $319.4万 | 1.9万股 | $532.4万 | 2.5万股 | -6,305股-24.87% | 减仓 |
 谷歌AGOOGL |
| 0.61% | 0.54% | $296.1万 | 8,286股 | $243.7万 | 8,475股 | -189股-2.23% | 减仓 |
 阿斯麦ASML |
| 0.6% | 0.44% | $292.4万 | 1,470股 | $199.3万 | 1,509股 | -39股-2.58% | 减仓 |
 FICOFICO |
| 0.56% | 0.84% | $272.8万 | 2,283股 | $378.8万 | 3,548股 | -1,265股-35.65% | 减仓 |
| IiShares安硕信托IJJ |
| 0.56% | 0.55% | $271.3万 | 1.8万股 | $247.4万 | 1.9万股 | -309股-1.65% | 减仓 |
 美国运通AXP |
| 0.55% | 0.21% | $265.5万 | 7,850股 | $92.5万 | 3,058股 | +4,792股+156.70% | 加仓 |
| IiShares安硕信托AGG |
| 0.53% | 0.59% | $257.4万 | 5.1万股 | $263.4万 | 5.3万股 | -1,771股-3.36% | 减仓 |
| IiShares安硕信托IDV |
| 0.53% | 0.6% | $256.6万 | 6.2万股 | $267.9万 | 6.3万股 | -1,002股-1.59% | 减仓 |
| RRBB FDTBIL |
| 0.5% | 0.51% | $241.7万 | 4.8万股 | $227.1万 | 4.6万股 | +2,926股+6.42% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.49% | 0.44% | $237.0万 | 1.1万股 | $196.6万 | 1.0万股 | +346股+3.34% | 加仓 |
| IiShares安硕信托EMB |
| 0.46% | 0.41% | $226.1万 | 2.3万股 | $182.3万 | 1.9万股 | +4,034股+20.79% | 加仓 |
