| S道富SPYM |
| 8.71% | 6.39% | $1.31亿 | 149.0万股 | $9,279.4万 | 111.0万股 | +38.0万股+34.23% | 加仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 7.88% | 7.75% | $1.18亿 | 203.1万股 | $1.12亿 | 203.5万股 | -3,166股-0.16% | 减仓 |
| V先锋领航指数基金VUG |
| 3.72% | 3.65% | $5,576.2万 | 65.2万股 | $5,306.6万 | 10.7万股 | +54.5万股+507.04% | 加仓 |
| IiShares安硕信托IWD |
| 2.73% | 2.79% | $4,099.8万 | 16.6万股 | $4,044.9万 | 17.8万股 | -1.2万股-6.72% | 减仓 |
| B贝莱德ETF信托DYNF |
| 2.39% | 2.59% | $3,579.2万 | 53.3万股 | $3,757.1万 | 59.0万股 | -5.7万股-9.60% | 减仓 |
| IiShares安硕信托IVV |
| 2.1% | 2.09% | $3,152.8万 | 4.2万股 | $3,030.5万 | 4.2万股 | -357股-0.84% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.96% | 1.58% | $2,933.7万 | 41.4万股 | $2,301.7万 | 33.1万股 | +8.4万股+25.33% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.91% | 1.88% | $2,859.7万 | 64.6万股 | $2,725.4万 | 64.8万股 | -1,272股-0.20% | 减仓 |
| IiShares安硕·COREIJH |
| 1.84% | 1.54% | $2,755.9万 | 36.2万股 | $2,234.4万 | 30.7万股 | +5.6万股+18.17% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.54% | 1.52% | $2,313.1万 | 64.4万股 | $2,203.2万 | 63.2万股 | +1.3万股+2.01% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.53% | 1.55% | $2,297.2万 | 54.4万股 | $2,256.3万 | 52.9万股 | +1.6万股+3.02% | 加仓 |
| IiShares安硕信托IVW |
| 1.47% | 1.48% | $2,210.0万 | 16.3万股 | $2,151.0万 | 16.8万股 | -4,415股-2.63% | 减仓 |
| IiShares安硕信托IUSB |
| 1.47% | 1.19% | $2,208.6万 | 48.1万股 | $1,722.2万 | 37.0万股 | +11.0万股+29.83% | 加仓 |
| IiShares安硕信托SGOV |
| 1.45% | 1.49% | $2,169.6万 | 21.6万股 | $2,162.2万 | 21.5万股 | +989股+0.46% | 加仓 |
 苹果AAPL |
| 1.36% | 1.23% | $2,033.6万 | 6.6万股 | $1,790.5万 | 6.6万股 | -365股-0.55% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.32% | 1.41% | $1,979.8万 | 36.1万股 | $2,041.4万 | 36.7万股 | -6,537股-1.78% | 减仓 |
| IiShares安硕信托GJS |
| 1.24% | 1.27% | $1,859.8万 | 82.0万股 | $1,838.7万 | 80.0万股 | +2.0万股+2.49% | 加仓 |
 iShares安硕·MBSACGL |
| 1.16% | 1.23% | $1,743.4万 | 18.5万股 | $1,779.2万 | 18.6万股 | -998股-0.54% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 1.12% | 1.13% | $1,679.8万 | 43.2万股 | $1,645.4万 | 43.5万股 | -2,104股-0.48% | 减仓 |
| B贝莱德ETF信托BAI |
| 1.11% | 1.34% | $1,662.9万 | 35.4万股 | $1,939.2万 | 47.5万股 | -12.1万股-25.53% | 减仓 |
| B贝莱德·ETF TRUST IIBRTR |
| 1.09% | 1.02% | $1,628.8万 | 32.5万股 | $1,478.2万 | 29.2万股 | +3.3万股+11.48% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.01% | 0.79% | $1,512.3万 | 25.7万股 | $1,141.8万 | 19.1万股 | +6.6万股+34.61% | 加仓 |
| B贝莱德ETF信托IALT |
| 0.97% | — | $1,447.2万 | 51.6万股 | $0 | 0股 | +51.6万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.91% | 0.75% | $1,369.4万 | 23.2万股 | $1,084.6万 | 18.3万股 | +4.9万股+26.55% | 加仓 |
| V先锋领航·TOTALBND |
| 0.91% | 0.68% | $1,366.8万 | 18.7万股 | $984.3万 | 13.3万股 | +5.4万股+40.66% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.91% | 0.78% | $1,362.8万 | 18.1万股 | $1,126.4万 | 15.1万股 | +3.0万股+19.76% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.9% | 1.43% | $1,354.7万 | 52.1万股 | $2,076.7万 | 78.5万股 | -26.4万股-33.64% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 0.9% | 1.15% | $1,346.6万 | 8.9万股 | $1,669.9万 | 13.0万股 | -4.1万股-31.41% | 减仓 |
| IiShares安硕信托IEI |
| 0.86% | 0.95% | $1,294.2万 | 11.1万股 | $1,378.3万 | 11.6万股 | -5,285股-4.56% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.83% | 0.96% | $1,242.5万 | 53.9万股 | $1,401.0万 | 60.0万股 | -6.1万股-10.12% | 减仓 |
| C资本集团股息价值CCBG |
| 0.79% | 0.78% | $1,177.2万 | 24.0万股 | $1,138.2万 | 24.8万股 | -7,061股-2.85% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.78% | 0.75% | $1,174.4万 | 14.4万股 | $1,087.8万 | 14.1万股 | +3,391股+2.41% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.78% | 0.79% | $1,164.9万 | 28.0万股 | $1,141.6万 | 27.4万股 | +6,536股+2.39% | 加仓 |
| GGlobal X基金SHLD |
| 0.74% | 0.91% | $1,116.4万 | 17.5万股 | $1,318.5万 | 18.0万股 | -5,208股-2.90% | 减仓 |
| PProShares信托NOBL |
| 0.73% | 0.71% | $1,094.9万 | 19.0万股 | $1,027.9万 | 9.4万股 | +9.5万股+100.84% | 加仓 |
| B贝莱德ETF信托THRO |
| 0.68% | 1.08% | $1,024.5万 | 24.0万股 | $1,563.9万 | 39.1万股 | -15.1万股-38.55% | 减仓 |
 英伟达NVDA |
| 0.66% | 0.69% | $985.7万 | 5.1万股 | $997.3万 | 4.9万股 | +1,140股+2.31% | 加仓 |
 博通AVGO |
| 0.66% | 0.76% | $984.9万 | 2.7万股 | $1,096.6万 | 2.7万股 | +352股+1.31% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.64% | 0.68% | $956.8万 | 19.8万股 | $988.2万 | 20.4万股 | -6,121股-2.99% | 减仓 |
| IiShares安硕信托XT |
| 0.6% | 0.57% | $898.4万 | 10.9万股 | $825.9万 | 11.0万股 | -997股-0.90% | 减仓 |
| IiShares安硕IEMG |
| 0.58% | 0.73% | $877.2万 | 11.0万股 | $1,053.6万 | 13.5万股 | -2.5万股-18.56% | 减仓 |
| IiShares安硕信托AGG |
| 0.57% | 0.64% | $860.4万 | 8.7万股 | $926.8万 | 9.3万股 | -5,560股-5.99% | 减仓 |
| IiShares安硕信托ITOT |
| 0.53% | 0.52% | $796.1万 | 4.9万股 | $751.0万 | 4.9万股 | +85股+0.17% | 加仓 |
 强生JNJ |
| 0.51% | 0.47% | $764.4万 | 2.9万股 | $683.5万 | 2.9万股 | -125股-0.43% | 减仓 |
| DDimensional维度ETF信托DFSD |
| 0.51% | 0.51% | $758.6万 | 15.9万股 | $747.5万 | 15.5万股 | +3,810股+2.46% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.5% | 0.48% | $752.0万 | 3.1万股 | $695.3万 | 3.3万股 | -2,213股-6.69% | 减仓 |
| SSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETFNANR |
| 0.48% | 0.55% | $720.3万 | 9.5万股 | $794.2万 | 9.5万股 | -504股-0.53% | 减仓 |
| IiShares安硕·COREIJR |
| 0.47% | 0.46% | $701.6万 | 4.8万股 | $660.9万 | 4.9万股 | -919股-1.88% | 减仓 |
| IiShares安硕信托IEFA |
| 0.44% | 0.45% | $654.8万 | 6.7万股 | $653.2万 | 6.7万股 | +293股+0.44% | 加仓 |
 艾伯维ABBV |
| 0.42% | 0.35% | $631.1万 | 2.4万股 | $511.3万 | 2.5万股 | -361股-1.47% | 减仓 |
