| SSPDR道富系列信托SPYG |
| 10.31% | 9.27% | $3,240.9万 | 27.2万股 | $2,633.2万 | 26.9万股 | +3,429股+1.27% | 加仓 |
| VVANGUARD S&P 500 VALUE INDEX FUND ETF SHARESVOOV |
| 6.21% | 6.16% | $1,951.7万 | 8.9万股 | $1,750.7万 | 8.6万股 | +3,125股+3.64% | 加仓 |
| IiShares安硕信托GJS |
| 4.2% | 4.26% | $1,319.1万 | 57.9万股 | $1,209.4万 | 52.8万股 | +5.1万股+9.69% | 加仓 |
| IiShares安硕·S&PIVE |
| 3.77% | 3.95% | $1,185.6万 | 5.2万股 | $1,122.0万 | 5.3万股 | -923股-1.74% | 减仓 |
| S道富SPYM |
| 3.12% | 3.03% | $982.1万 | 11.2万股 | $860.8万 | 11.2万股 | -712股-0.63% | 减仓 |
| V先锋领航指数基金VOT |
| 2.68% | — | $840.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| IiShares安硕信托IVV |
| 2.31% | 2.29% | $726.7万 | 9,704股 | $650.4万 | 9,957股 | -253股-2.54% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.19% | 2.07% | $687.7万 | 5.0万股 | $587.3万 | 5.0万股 | +728股+1.47% | 加仓 |
 iShares安硕·MBSACGL |
| 1.92% | 1.98% | $603.3万 | 6.4万股 | $563.7万 | 5.9万股 | +4,465股+7.52% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.87% | 2.1% | $588.3万 | 7.1万股 | $596.5万 | 7.2万股 | -895股-1.24% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.86% | 1.69% | $584.9万 | 3.3万股 | $479.2万 | 3.3万股 | -368股-1.11% | 减仓 |
| IiShares安硕信托LQD |
| 1.84% | 1.78% | $578.6万 | 5.3万股 | $505.9万 | 4.6万股 | +6,624股+14.27% | 加仓 |
| F富兰克林邓普顿ETF信托FLJP |
| 1.67% | 1.71% | $526.0万 | 13.2万股 | $484.7万 | 13.4万股 | -1,637股-1.22% | 减仓 |
| VVANGUARD EMERGINGVWOB |
| 1.63% | 1.64% | $511.9万 | 7.6万股 | $465.6万 | 7.1万股 | +5,255股+7.41% | 加仓 |
| F富兰克林邓普顿ETF信托FLGB |
| 1.56% | 1.73% | $489.2万 | 13.9万股 | $490.5万 | 14.1万股 | -2,482股-1.76% | 减仓 |
| V先锋领航·TOTALBND |
| 1.51% | 1.71% | $474.7万 | 6.5万股 | $485.9万 | 6.6万股 | -1,318股-2.00% | 减仓 |
| IiShares安硕IEMG |
| 1.42% | 1.26% | $447.6万 | 5.4万股 | $358.6万 | 5.1万股 | +2,614股+5.08% | 加仓 |
| IiShares安硕信托EFV |
| 1.41% | 1.4% | $442.0万 | 5.8万股 | $397.8万 | 5.4万股 | +4,229股+7.90% | 加仓 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 1.32% | 1.36% | $414.2万 | 15.8万股 | $386.6万 | 14.9万股 | +9,523股+6.41% | 加仓 |
| SSPDR黄金信托GLD |
| 1.27% | 1.66% | $400.0万 | 1.1万股 | $471.7万 | 1.1万股 | -105股-0.96% | 减仓 |
| IISHARES INCORPORATED MSCI SPAIN ETFEWP |
| 1.22% | 1.26% | $384.9万 | 6.5万股 | $358.5万 | 6.6万股 | -1,199股-1.82% | 减仓 |
| IiShares安硕信托EFG |
| 1.11% | 1% | $349.7万 | 2.8万股 | $284.6万 | 2.6万股 | +2,546股+9.96% | 加仓 |
| F富兰克林邓普顿ETF信托FLCH |
| 1.1% | 1.02% | $347.0万 | 17.0万股 | $290.7万 | 13.0万股 | +4.0万股+30.89% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.06% | 0.88% | $333.3万 | 1.7万股 | $248.6万 | 1.9万股 | -1,211股-6.47% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.06% | 1.15% | $331.9万 | 6.9万股 | $326.2万 | 6.8万股 | +427股+0.63% | 加仓 |
 苹果AAPL |
| 1.05% | 1.01% | $331.2万 | 1.1万股 | $287.9万 | 1.1万股 | +104股+0.92% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.04% | 1.19% | $325.9万 | 4.1万股 | $337.1万 | 4.3万股 | -1,298股-3.05% | 减仓 |
 微软MSFT |
| 1.02% | 0.99% | $322.1万 | 8,635股 | $280.8万 | 7,585股 | +1,050股+13.84% | 加仓 |
 英伟达NVDA |
| 0.93% | 0.89% | $293.0万 | 1.5万股 | $252.0万 | 1.4万股 | +195股+1.35% | 加仓 |
| F富兰克林邓普顿ETF信托FLKR |
| 0.86% | 0.57% | $271.6万 | 4.1万股 | $161.4万 | 4.0万股 | +625股+1.54% | 加仓 |
| F富兰克林邓普顿ETF信托FLBR |
| 0.86% | 1.01% | $271.2万 | 12.7万股 | $287.8万 | 12.0万股 | +6,171股+5.12% | 加仓 |
| S道富SPMD |
| 0.8% | 0.79% | $250.1万 | 3.7万股 | $223.6万 | 3.8万股 | -748股-1.98% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.75% | 0.71% | $236.3万 | 1.9万股 | $202.9万 | 4,758股 | +1.4万股+300.00% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.74% | 0.85% | $232.5万 | 3.0万股 | $240.7万 | 3.1万股 | -850股-2.77% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.73% | 0.65% | $228.4万 | 6,464股 | $185.1万 | 6,454股 | +10股+0.15% | 加仓 |
 亚马逊AMZN |
| 0.69% | 0.67% | $217.2万 | 9,113股 | $189.2万 | 9,083股 | +30股+0.33% | 加仓 |
| IiShares安硕·MSCI MEXICO ETFEWW |
| 0.65% | 0.63% | $202.8万 | 2.7万股 | $178.0万 | 2.4万股 | +3,289股+13.90% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.64% | 0.59% | $201.6万 | 2.8万股 | $168.2万 | 2.6万股 | +2,051股+7.82% | 加仓 |
| IiShares安硕信托IEFA |
| 0.64% | 0.66% | $200.0万 | 2.1万股 | $187.4万 | 2.1万股 | +1股+0.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.58% | 0.57% | $182.5万 | 7,528股 | $160.9万 | 7,528股 | 00.00% | 持仓不变 |
| IiShares安硕EWA |
| 0.56% | — | $177.3万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| IiShares安硕信托IVW |
| 0.51% | 0.47% | $161.7万 | 1.2万股 | $133.1万 | 1.2万股 | -9股-0.08% | 减仓 |
| IiShares安硕·COREIJH |
| 0.51% | 0.46% | $160.8万 | 2.1万股 | $129.9万 | 1.9万股 | +1,609股+8.36% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.49% | 0.44% | $153.3万 | 3,891股 | $124.1万 | 3,955股 | -64股-1.62% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.48% | 0.51% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.45% | 0.48% | $141.1万 | 2.6万股 | $136.9万 | 2.8万股 | -1,403股-5.06% | 减仓 |
 谷歌AGOOGL |
| 0.45% | 0.4% | $140.8万 | 3,939股 | $112.7万 | 3,918股 | +21股+0.54% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.44% | 0.51% | $139.8万 | 1.9万股 | $144.6万 | 1.9万股 | -777股-4.02% | 减仓 |
| V先锋领航市政债券基金VTEL |
| 0.43% | 0.43% | $133.7万 | 1.3万股 | $122.7万 | 1.2万股 | +794股+6.64% | 加仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.42% | 0.48% | $132.6万 | 2.6万股 | $136.9万 | 2.7万股 | -876股-3.22% | 减仓 |
