| J摩根大通交易所交易基金JPIE |
| 26.66% | 28.19% | $5,159.0万 | 112.0万股 | $4,842.3万 | 105.1万股 | +6.9万股+6.59% | 加仓 |
| IiShares安硕信托IVV |
| 13.32% | 12.5% | $2,578.1万 | 3.4万股 | $2,146.7万 | 3.3万股 | +1,560股+4.75% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 8.89% | 8.62% | $1,721.1万 | 55.3万股 | $1,480.5万 | 53.2万股 | +2.2万股+4.11% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 8.8% | 9.23% | $1,702.5万 | 16.9万股 | $1,585.6万 | 15.8万股 | +1.1万股+7.12% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 8.59% | 8.32% | $1,662.0万 | 19.8万股 | $1,428.9万 | 19.0万股 | +8,184股+4.30% | 加仓 |
| WWisdomTree信托DGRW |
| 7.27% | 7.12% | $1,406.0万 | 14.7万股 | $1,223.9万 | 13.9万股 | +7,709股+5.53% | 加仓 |
| S嘉信策略信托SCHC |
| 4.76% | 4.82% | $921.0万 | 17.5万股 | $827.4万 | 16.9万股 | +5,474股+3.24% | 加仓 |
| S嘉信·USSCHP |
| 3.18% | 3.35% | $616.2万 | 23.3万股 | $574.9万 | 21.6万股 | +1.6万股+7.63% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.95% | 2.88% | $570.5万 | 24.1万股 | $494.1万 | 23.0万股 | +1.1万股+4.78% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 2.34% | 2.13% | $452.5万 | 5.1万股 | $366.3万 | 4.9万股 | +2,235股+4.61% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.1% | 2.18% | $406.8万 | 11.6万股 | $373.7万 | 11.1万股 | +5,159股+4.65% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.03% | 2.12% | $392.6万 | 4.8万股 | $364.9万 | 4.4万股 | +3,400股+7.71% | 加仓 |
| S嘉信策略信托SCHR |
| 1.54% | 1.63% | $298.5万 | 12.1万股 | $280.3万 | 11.3万股 | +8,517股+7.57% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.51% | 1.59% | $292.3万 | 11.7万股 | $273.1万 | 10.9万股 | +7,465股+6.83% | 加仓 |
| S嘉信策略信托SCHE |
| 1.51% | 1.46% | $291.7万 | 8.0万股 | $251.4万 | 7.6万股 | +4,147股+5.44% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.13% | 1.04% | $218.4万 | 5.7万股 | $178.1万 | 5.5万股 | +2,460股+4.48% | 加仓 |
 苹果AAPL |
| 1.03% | 1.1% | $198.6万 | 6,865股 | $188.6万 | 7,429股 | -564股-7.59% | 减仓 |
 CVS健康CVS |
| 0.37% | 0.29% | $71.3万 | 6,895股 | $50.4万 | 7,020股 | -125股-1.78% | 减仓 |
 埃克森美孚XOM |
| 0.3% | 0.58% | $58.0万 | 4,240股 | $99.7万 | 5,874股 | -1,634股-27.82% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.2% | 0.17% | $38.2万 | 3,146股 | $29.4万 | 3,146股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDU |
| 0.19% | — | $37.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| B贝莱德ETF信托LCTU |
| 0.18% | — | $35.8万 | 4,463股 | $0 | 0股 | +4,463股 | 新买入 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 0.17% | — | $32.2万 | 6,791股 | $0 | 0股 | +6,791股 | 新买入 |
 AMD超威AMD |
| 0.16% | — | $30.4万 | 524股 | $0 | 0股 | +524股 | 新买入 |
| IiShares安硕信托ITOT |
| 0.16% | — | $30.0万 | 1,834股 | $0 | 0股 | +1,834股 | 新买入 |
 微软MSFT |
| 0.15% | 0.19% | $28.9万 | 775股 | $32.0万 | 865股 | -90股-10.40% | 减仓 |
| IIBMIBM |
| 0.14% | 0.13% | $26.5万 | 941股 | $22.8万 | 941股 | 00.00% | 持仓不变 |
| IiShares安硕信托DSI |
| 0.13% | — | $25.2万 | 1,768股 | $0 | 0股 | +1,768股 | 新买入 |
 SYSCO COMSYY |
| 0.13% | 0.12% | $24.8万 | 2,963股 | $21.1万 | 2,963股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.13% | 0.13% | $24.5万 | 1,028股 | $22.3万 | 1,071股 | -43股-4.01% | 减仓 |
