| SSPDR道富系列信托SPTM |
| 19.87% | 20.38% | $6,175.0万 | 68.4万股 | $5,400.0万 | 67.9万股 | +5,242股+0.77% | 加仓 |
| V先锋领航·FTSEVEA |
| 13.95% | 14.95% | $4,336.8万 | 61.4万股 | $3,962.8万 | 61.0万股 | +4,704股+0.77% | 加仓 |
| S嘉信策略信托SCHD |
| 7.34% | 7.91% | $2,282.4万 | 70.9万股 | $2,095.5万 | 68.3万股 | +2.6万股+3.76% | 加仓 |
 伊顿ETN |
| 6.96% | 1.53% | $2,163.7万 | 5.1万股 | $404.8万 | 5.1万股 | -271股-0.53% | 减仓 |
| S道富SPAB |
| 6.07% | 6.85% | $1,887.2万 | 74.3万股 | $1,815.9万 | 71.1万股 | +3.2万股+4.48% | 加仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 5.01% | 5.6% | $1,557.2万 | 31.6万股 | $1,484.6万 | 31.3万股 | +2,671股+0.85% | 加仓 |
| V先锋领航指数基金VOO |
| 4.28% | 4.05% | $1,331.1万 | 1.9万股 | $1,073.4万 | 1.8万股 | +247股+1.34% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 4.27% | 4.92% | $1,328.7万 | 26.7万股 | $1,303.6万 | 26.4万股 | +3,211股+1.22% | 加仓 |
| V先锋领航·TOTALBNDX |
| 4.16% | 4.74% | $1,292.5万 | 26.8万股 | $1,255.7万 | 26.1万股 | +6,487股+2.48% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 3.93% | 3.85% | $1,222.0万 | 15.3万股 | $1,020.5万 | 14.8万股 | +4,520股+3.05% | 加仓 |
| G通用动力VTI |
| 3.65% | 3.57% | $1,134.0万 | 3.1万股 | $945.5万 | 2.9万股 | +1,574股+5.38% | 加仓 |
| IiShares安硕信托GVI |
| 3.28% | 3.75% | $1,019.1万 | 9.5万股 | $993.0万 | 9.3万股 | +1,406股+1.50% | 加仓 |
| V先锋领航全球基金VDC |
| 2.83% | 3.25% | $880.0万 | 3.8万股 | $861.3万 | 3.8万股 | -209股-0.54% | 减仓 |
 迪尔DE |
| 1.87% | 1.99% | $581.9万 | 9,310股 | $527.4万 | 9,298股 | +12股+0.13% | 加仓 |
| V先锋领航指数基金VTV |
| 1.75% | 1.59% | $543.4万 | 2.5万股 | $422.7万 | 2.1万股 | +3,405股+15.84% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.75% | 1.65% | $542.7万 | 10.9万股 | $436.7万 | 9.4万股 | +1.4万股+15.39% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.32% | 1.54% | $409.1万 | 8.0万股 | $407.9万 | 8.0万股 | -13股-0.02% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.85% | 0.56% | $265.5万 | 9,065股 | $148.6万 | 6,207股 | +2,858股+46.04% | 加仓 |
| IiShares安硕信托AOR |
| 0.78% | 0.67% | $241.9万 | 3.5万股 | $177.6万 | 2.7万股 | +7,778股+28.33% | 加仓 |
| S道富SPYV |
| 0.61% | 0.72% | $189.9万 | 3.1万股 | $190.0万 | 3.3万股 | -2,580股-7.71% | 减仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.61% | 0.7% | $189.8万 | 3.7万股 | $186.4万 | 3.7万股 | +180股+0.49% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.48% | 0.54% | $148.9万 | 6,144股 | $144.3万 | 6,612股 | -468股-7.08% | 减仓 |
 美国合众银行USB |
| 0.46% | 0.46% | $141.5万 | 2.3万股 | $120.9万 | 2.3万股 | 00.00% | 持仓不变 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.31% | 0.41% | $96.8万 | 1.6万股 | $108.4万 | 1.8万股 | -1,946股-10.73% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.31% | $93.7万 | 1,261股 | $82.5万 | 1,260股 | +1股+0.08% | 加仓 |
| IiShares安硕信托AOA |
| 0.3% | 0.29% | $92.8万 | 9,611股 | $77.7万 | 8,732股 | +879股+10.07% | 加仓 |
 ALLIANT ENERGY COMLNT |
| 0.23% | 0.24% | $70.5万 | 9,103股 | $64.7万 | 9,052股 | +51股+0.56% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.22% | 0.24% | $67.2万 | 2.8万股 | $63.3万 | 2.6万股 | +1,773股+6.78% | 加仓 |
| B贝莱德·ETF TRUST IISHYM |
| 0.2% | 0.14% | $63.4万 | 2.8万股 | $36.8万 | 1.7万股 | +1.2万股+69.36% | 加仓 |
| V先锋领航·TOTALBND |
| 0.2% | 0.23% | $60.9万 | 8,327股 | $62.2万 | 8,475股 | -148股-1.75% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.17% | 0.19% | $52.4万 | 3,301股 | $49.1万 | 3,305股 | -4股-0.12% | 减仓 |
| V先锋领航指数基金VUG |
| 0.16% | 0.16% | $49.5万 | 5,808股 | $42.9万 | 976股 | +4,832股+495.08% | 加仓 |
 特斯拉TSLA |
| 0.16% | 0.18% | $49.1万 | 1,256股 | $47.3万 | 1,256股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.16% | 0.16% | $49.1万 | 1,641股 | $43.2万 | 1,641股 | 00.00% | 持仓不变 |
 FLEXSTEEL INDS INC COMFLXS |
| 0.14% | 0.12% | $44.2万 | 5,990股 | $33.1万 | 7,259股 | -1,269股-17.48% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.13% | 0.14% | $41.8万 | 8,186股 | $38.4万 | 8,186股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.13% | 0.14% | $41.7万 | 2,961股 | $36.8万 | 3,023股 | -62股-2.05% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.12% | 0.13% | $38.3万 | 1,610股 | $34.1万 | 1,579股 | +31股+1.96% | 加仓 |
| F第一信托·USTFVD |
| 0.12% | 0.14% | $37.5万 | 7,632股 | $36.7万 | 7,800股 | -168股-2.15% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.12% | — | $36.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| V先锋领航·MIDVO |
| 0.11% | 0.12% | $35.1万 | 4,372股 | $31.5万 | 1,093股 | +3,279股+300.00% | 加仓 |
| IiShares安硕信托IVV |
| 0.11% | — | $34.3万 | 459股 | $0 | 0股 | +459股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.1% | 0.1% | $29.9万 | 5,069股 | $27.1万 | 4,995股 | +74股+1.48% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.09% | 0.09% | $28.6万 | 8,397股 | $24.6万 | 8,397股 | 00.00% | 持仓不变 |
 HOWMET AEROSPACE COMHWM |
| 0.08% | 0.08% | $25.1万 | 929股 | $21.8万 | 929股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.08% | 0.13% | $23.6万 | 627股 | $34.1万 | 785股 | -158股-20.13% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.06% | — | $20.1万 | 1,291股 | $0 | 0股 | +1,291股 | 新买入 |
| I景顺交易所交易基金IIPGX |
| 0.05% | 0.06% | $16.1万 | 1.5万股 | $16.2万 | 1.5万股 | 00.00% | 持仓不变 |
 福特F |
| 0.04% | 0.04% | $13.4万 | 1.0万股 | $11.7万 | 1.0万股 | +76股+0.76% | 加仓 |
| SSCHWAB GOVERNMENT MONEY INVSNVXX |
| 0.02% | — | $7.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
