| SSPDR道富系列信托SPYG |
| 13.23% | 5.33% | $142.5万 | 1.2万股 | $117.1万 | 1.2万股 | +12股+0.10% | 加仓 |
| S道富SPYV |
| 10.97% | 5.03% | $118.2万 | 1.9万股 | $110.5万 | 2.0万股 | -83股-0.43% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 9.5% | 6.24% | $102.4万 | 4,665股 | $137.1万 | 7,148股 | -2,483股-34.74% | 减仓 |
| SSPDR黄金信托GLD |
| 7.6% | 8.55% | $81.9万 | 2,224股 | $188.0万 | 4,370股 | -2,146股-49.11% | 减仓 |
| IiShares安硕信托IBDU |
| 4.95% | 2.43% | $53.4万 | 2.3万股 | $53.3万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 4.29% | 3.28% | $46.2万 | 5,732股 | $72.2万 | 2,513股 | +3,219股+128.09% | 加仓 |
| V先锋领航指数基金VUG |
| 4.23% | 12.71% | $45.6万 | 5,292股 | $279.5万 | 6,398股 | -1,106股-17.29% | 减仓 |
| IiShares安硕信托IQLT |
| 4.05% | 1.96% | $43.7万 | 8,816股 | $43.1万 | 9,326股 | -510股-5.47% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.94% | 3.5% | $42.4万 | 7,190股 | $77.0万 | 1.3万股 | -5,740股-44.39% | 减仓 |
| B贝莱德ETF信托DYNF |
| 3.89% | 2.42% | $41.9万 | 6,163股 | $53.1万 | 9,125股 | -2,962股-32.46% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 3.68% | 1.52% | $39.6万 | 7,085股 | $33.3万 | 7,085股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGSH |
| 3.27% | 2.08% | $35.2万 | 6,050股 | $45.7万 | 7,810股 | -1,760股-22.54% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 2.76% | 1.33% | $29.7万 | 5,880股 | $29.3万 | 5,880股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 2.47% | 1.22% | $26.6万 | 1.1万股 | $26.7万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 2.45% | 1.31% | $26.4万 | 3,192股 | $28.8万 | 4,128股 | -936股-22.67% | 减仓 |
| IiShares安硕信托DGRO |
| 2.24% | 2.59% | $24.1万 | 3,180股 | $57.0万 | 8,120股 | -4,940股-60.84% | 减仓 |
| V先锋领航指数基金VTV |
| 2.23% | 4.45% | $24.0万 | 1,103股 | $97.9万 | 4,988股 | -3,885股-77.89% | 减仓 |
| IiShares安硕信托TLH |
| 2.15% | 1.39% | $23.1万 | 2,305股 | $30.5万 | 3,026股 | -721股-23.83% | 减仓 |
| IiShares安硕信托USMV |
| 1.67% | 4.01% | $18.0万 | 1,862股 | $88.1万 | 9,502股 | -7,640股-80.40% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.46% | 0.52% | $15.8万 | 625股 | $11.3万 | 625股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 1.07% | 0.37% | $11.5万 | 336股 | $8.0万 | 335股 | +1股+0.30% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.94% | 0.6% | $10.1万 | 2,348股 | $13.3万 | 3,670股 | -1,322股-36.02% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.85% | 1.49% | $9.2万 | 1,749股 | $32.8万 | 6,319股 | -4,570股-72.32% | 减仓 |
| B贝莱德ETF信托CORO |
| 0.76% | — | $8.1万 | 2,225股 | $0 | 0股 | +2,225股 | 新买入 |
| V先锋领航指数基金VB |
| 0.75% | 2.18% | $8.1万 | 266股 | $47.9万 | 1,828股 | -1,562股-85.45% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.65% | 0.29% | $7.1万 | 298股 | $6.4万 | 298股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.65% | 0.39% | $7.0万 | 93股 | $8.6万 | 131股 | -38股-29.01% | 减仓 |
| B贝莱德ETF信托BAI |
| 0.56% | 0.09% | $6.0万 | 1,141股 | $2.0万 | 610股 | +531股+87.05% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.55% | 8.02% | $6.0万 | 680股 | $176.4万 | 4,800股 | -4,120股-85.83% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.5% | 0.26% | $5.4万 | 1,153股 | $5.7万 | 1,213股 | -60股-4.95% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.44% | 0.25% | $4.8万 | 600股 | $5.6万 | 600股 | 00.00% | 持仓不变 |
| IiShares安硕信托IUSB |
| 0.3% | 0.51% | $3.2万 | 700股 | $11.2万 | 2,420股 | -1,720股-71.07% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.29% | 0.26% | $3.1万 | 380股 | $5.6万 | 680股 | -300股-44.12% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.11% | 0.67% | $1.2万 | 124股 | $14.8万 | 1,569股 | -1,445股-92.10% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.1% | 0.05% | $1.1万 | 230股 | $1.2万 | 250股 | -20股-8.00% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.09% | 0.3% | $9,477 | 39股 | $6.6万 | 304股 | -265股-87.17% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.08% | 0.04% | $9,090 | 46股 | $8,477 | 46股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.08% | 0.03% | $8,883 | 29股 | $7,463 | 29股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VBK |
| 0.08% | 0.27% | $8,411 | 23股 | $6.0万 | 198股 | -175股-88.38% | 减仓 |
| IiShares安硕信托AGG |
| 0.07% | 0.06% | $7,127 | 72股 | $1.4万 | 142股 | -70股-49.30% | 减仓 |
| S道富SPYM |
| 0.03% | 0.03% | $3,691 | 42股 | $5,587 | 73股 | -31股-42.47% | 减仓 |
| GGlobal X基金SHLD |
| <0.01% | 0.27% | $419 | 7股 | $5.9万 | 831股 | -824股-99.16% | 减仓 |
