| G通用动力VTI |
| 5.04% | 3.49% | $1,029.0万 | 4.6万股 | $636.2万 | 3.1万股 | +1.5万股+50.03% | 加仓 |
| I景顺QQQ信托VOO |
| 4.27% | 4.34% | $871.4万 | 2.5万股 | $791.1万 | 2.5万股 | -203股-0.82% | 减仓 |
| SSPDR黄金信托GLD |
| 4.02% | 4.55% | $820.5万 | 5.0万股 | $829.2万 | 5.2万股 | -2,298股-4.43% | 减仓 |
| IiShares安硕信托ICSH |
| 3.79% | 4.16% | $775.0万 | 15.3万股 | $757.8万 | 15.0万股 | +3,408股+2.27% | 加仓 |
| V先锋领航债券指数基金BIV |
| 3.79% | 4.19% | $773.3万 | 8.6万股 | $763.0万 | 8.6万股 | -28股-0.03% | 减仓 |
| V先锋领航债券指数基金BSV |
| 3.56% | 3.05% | $727.6万 | 8.9万股 | $555.0万 | 6.8万股 | +2.1万股+31.15% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.36% | 3.6% | $686.4万 | 4.4万股 | $655.4万 | 4.5万股 | -220股-0.49% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.8% | 2.97% | $571.3万 | 10.5万股 | $540.2万 | 10.4万股 | +1,397股+1.35% | 加仓 |
| SSPDR道富系列信托SDY |
| 2.35% | 2.61% | $480.6万 | 3.9万股 | $474.5万 | 4.0万股 | -902股-2.24% | 减仓 |
| V先锋领航指数基金VUG |
| 2.15% | 2.19% | $438.8万 | 1.5万股 | $399.6万 | 1.6万股 | -248股-1.60% | 减仓 |
| IiShares黄金信托IAU |
| 2.02% | — | $413.3万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
| IiShares安硕信托IWY |
| 1.88% | 1.82% | $385.1万 | 2.6万股 | $332.3万 | 2.5万股 | +874股+3.54% | 加仓 |
 苹果AAPL |
| 1.7% | 1.71% | $347.1万 | 2.5万股 | $310.7万 | 2.5万股 | -89股-0.35% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.65% | 1.76% | $337.7万 | 2.2万股 | $319.6万 | 2.3万股 | -154股-0.68% | 减仓 |
| IiShares安硕信托IEFA |
| 1.64% | 1.77% | $335.2万 | 4.5万股 | $323.0万 | 4.5万股 | -49股-0.11% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.63% | 1.82% | $332.6万 | 6,774股 | $331.9万 | 6,972股 | -198股-2.84% | 减仓 |
| S嘉信策略信托SCHD |
| 1.58% | 1.44% | $323.0万 | 4.3万股 | $262.6万 | 3.6万股 | +6,699股+18.60% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.49% | 1.66% | $304.2万 | 3.9万股 | $302.1万 | 4.0万股 | -1,258股-3.16% | 减仓 |
| V先锋领航指数基金VB |
| 1.48% | 1.43% | $302.8万 | 1.3万股 | $261.0万 | 1.2万股 | +1,253股+10.28% | 加仓 |
| IiShares安硕信托LQD |
| 1.45% | 1.62% | $296.9万 | 2.2万股 | $295.8万 | 2.3万股 | -643股-2.83% | 减仓 |
| IiShares安硕信托IUSB |
| 1.39% | 1.54% | $284.7万 | 5.3万股 | $280.9万 | 5.3万股 | -27股-0.05% | 减仓 |
| SSPDR行业精选信托XLRE |
| 1.38% | 1.31% | $281.4万 | 6.3万股 | $238.0万 | 6.0万股 | +3,198股+5.31% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.23% | 1.3% | $252.2万 | 6.9万股 | $236.7万 | 7.0万股 | -793股-1.14% | 减仓 |
 宝洁PG |
| 1.2% | 0.78% | $245.9万 | 1.8万股 | $142.8万 | 1.1万股 | +7,682股+72.86% | 加仓 |
| IiShares安硕信托EFAV |
| 1.16% | 1.31% | $238.0万 | 3.2万股 | $239.1万 | 3.3万股 | -1,247股-3.81% | 减仓 |
| V先锋领航·HEALTHVHT |
| 1.15% | 1.21% | $235.0万 | 9,509股 | $219.7万 | 9,606股 | -97股-1.01% | 减仓 |
| S道富SPYV |
| 1.11% | — | $227.7万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| V先锋领航指数基金VNQ |
| 1.1% | 1.13% | $225.1万 | 2.2万股 | $205.2万 | 2.2万股 | -222股-0.99% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.03% | 1.01% | $210.5万 | 1.6万股 | $183.1万 | 1.5万股 | +807股+5.37% | 加仓 |
| S道富SLYG |
| 1% | 1.14% | $204.2万 | 2.3万股 | $207.8万 | 2.4万股 | -1,202股-4.97% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.97% | 1.05% | $198.0万 | 3.8万股 | $190.4万 | 3.9万股 | -323股-0.83% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.95% | 0.3% | $194.7万 | 5.3万股 | $55.3万 | 1.6万股 | +3.7万股+238.37% | 加仓 |
| IiShares安硕信托AGG |
| 0.9% | 0.88% | $184.7万 | 1.6万股 | $159.5万 | 1.4万股 | +1,996股+14.24% | 加仓 |
| V先锋领航全球基金MGV |
| 0.86% | 0.89% | $175.5万 | 1.8万股 | $161.3万 | 1.7万股 | +672股+3.97% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.85% | 0.94% | $174.2万 | 1.8万股 | $171.8万 | 1.8万股 | -143股-0.77% | 减仓 |
| S嘉信·USSCHP |
| 0.85% | 0.71% | $173.3万 | 2.8万股 | $129.7万 | 2.1万股 | +6,515股+30.72% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.83% | 0.14% | $169.9万 | 2.7万股 | $25.7万 | 4,561股 | +2.2万股+491.45% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.81% | 0.89% | $166.2万 | 1.2万股 | $162.3万 | 1.2万股 | -199股-1.65% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.79% | 0.92% | $162.4万 | 2.6万股 | $166.8万 | 2.6万股 | -350股-1.34% | 减仓 |
 亚马逊AMZN |
| 0.78% | 0.79% | $160.3万 | 466股 | $144.2万 | 466股 | 00.00% | 持仓不变 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.78% | 0.81% | $160.2万 | 3.2万股 | $147.9万 | 2.9万股 | +2,443股+8.39% | 加仓 |
| V先锋领航指数基金VXF |
| 0.76% | 0.8% | $154.4万 | 8,187股 | $145.2万 | 8,206股 | -19股-0.23% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.75% | 0.78% | $154.1万 | 3,600股 | $142.5万 | 3,596股 | +4股+0.11% | 加仓 |
| BBANK OF AMERBAC |
| 0.73% | 0.78% | $150.0万 | 3.6万股 | $141.4万 | 3.7万股 | -170股-0.47% | 减仓 |
| V先锋领航·MIDVO |
| 0.73% | 0.8% | $149.9万 | 6,317股 | $145.2万 | 6,558股 | -241股-3.67% | 减仓 |
 联合健康UNH |
| 0.73% | 0.76% | $148.3万 | 3,704股 | $137.6万 | 3,699股 | +5股+0.14% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.7% | 0.73% | $142.3万 | 7,461股 | $133.3万 | 7,597股 | -136股-1.79% | 减仓 |
 卡特彼勒CAT |
| 0.69% | 0.81% | $141.0万 | 6,479股 | $148.2万 | 6,393股 | +86股+1.35% | 加仓 |
| DDBX ETF信托DBEF |
| 0.68% | 0.74% | $139.2万 | 3.7万股 | $134.6万 | 3.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.67% | 0.77% | $137.5万 | 1.2万股 | $141.0万 | 1.3万股 | -814股-6.27% | 减仓 |
