| S道富SPYV |
| 21.17% | 19.99% | $3.80亿 | 625.3万股 | $3.43亿 | 606.7万股 | +18.5万股+3.05% | 加仓 |
| SSPDR道富系列信托SPYG |
| 18.65% | 15.89% | $3.35亿 | 281.3万股 | $2.73亿 | 278.6万股 | +2.7万股+0.96% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 8.58% | 8.34% | $1.54亿 | 174.1万股 | $1.43亿 | 173.7万股 | +3,211股+0.18% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.19% | 5.77% | $1.11亿 | 186.3万股 | $9,902.8万 | 183.2万股 | +3.1万股+1.70% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 3.7% | 3.52% | $6,648.6万 | 57.5万股 | $6,040.2万 | 61.8万股 | -4.3万股-7.01% | 减仓 |
 iShares安硕·MBSACGL |
| 3.28% | 3.39% | $5,883.3万 | 62.2万股 | $5,823.3万 | 61.3万股 | +9,132股+1.49% | 加仓 |
| EEA SERIES TRUSTFRDM |
| 3.2% | 2.73% | $5,738.7万 | 78.7万股 | $4,695.3万 | 85.9万股 | -7.2万股-8.37% | 减仓 |
| IiShares安硕信托IJK |
| 2.98% | 2.72% | $5,349.5万 | 45.5万股 | $4,671.6万 | 46.4万股 | -9,003股-1.94% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 2.6% | 2.55% | $4,668.8万 | 99.4万股 | $4,383.7万 | 94.4万股 | +4.9万股+5.23% | 加仓 |
| IiShares安硕信托IEI |
| 2.37% | 2.33% | $4,259.0万 | 36.3万股 | $4,002.8万 | 33.8万股 | +2.5万股+7.44% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.17% | 2.06% | $3,888.1万 | 161.1万股 | $3,537.9万 | 145.8万股 | +15.3万股+10.49% | 加仓 |
| IiShares安硕信托IJJ |
| 1.91% | 1.81% | $3,430.6万 | 23.2万股 | $3,106.3万 | 23.4万股 | -2,219股-0.95% | 减仓 |
| IiShares安硕信托GVI |
| 1.72% | 1.76% | $3,095.5万 | 29.1万股 | $3,014.4万 | 28.3万股 | +7,697股+2.72% | 加仓 |
| IiShares安硕信托TLT |
| 1.61% | 1.61% | $2,888.6万 | 33.4万股 | $2,760.4万 | 31.8万股 | +1.6万股+4.97% | 加仓 |
| IiShares安硕信托LQD |
| 1.51% | 1.45% | $2,708.4万 | 24.8万股 | $2,487.4万 | 22.8万股 | +2.0万股+8.80% | 加仓 |
| IiShares安硕信托IVV |
| 1.44% | 1.35% | $2,585.5万 | 3.5万股 | $2,317.3万 | 3.5万股 | -950股-2.68% | 减仓 |
| JJPMORGAN BETABUILDERS CANADA ETFBBCA |
| 1.38% | 0.86% | $2,479.5万 | 24.9万股 | $1,474.6万 | 15.7万股 | +9.3万股+59.11% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.27% | 1.33% | $2,276.9万 | 24.1万股 | $2,288.2万 | 24.0万股 | +1,014股+0.42% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.22% | 1.21% | $2,193.7万 | 43.0万股 | $2,072.9万 | 40.7万股 | +2.3万股+5.62% | 加仓 |
| IiShares安硕信托IWD |
| 0.98% | 0.92% | $1,764.0万 | 7.3万股 | $1,583.6万 | 7.4万股 | -1,353股-1.83% | 减仓 |
| S道富SPHY |
| 0.91% | 0.93% | $1,637.9万 | 69.9万股 | $1,590.4万 | 68.2万股 | +1.7万股+2.46% | 加仓 |
| IiShares安硕信托IVW |
| 0.84% | 0.79% | $1,505.9万 | 10.9万股 | $1,350.7万 | 11.9万股 | -9,913股-8.30% | 减仓 |
| IiShares安硕信托IEV |
| 0.79% | 0.79% | $1,411.0万 | 19.4万股 | $1,351.1万 | 19.9万股 | -5,180股-2.60% | 减仓 |
 VanEck ETF信托MLN |
| 0.76% | 0.72% | $1,358.1万 | 76.4万股 | $1,239.5万 | 71.1万股 | +5.3万股+7.47% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.6% | 0.57% | $1,076.2万 | 8.7万股 | $970.4万 | 2.3万股 | +6.4万股+280.86% | 加仓 |
 壳牌SHEL |
| 0.56% | 1.44% | $997.8万 | 12.9万股 | $2,466.0万 | 26.5万股 | -13.6万股-51.47% | 减仓 |
 苹果AAPL |
| 0.52% | 0.8% | $924.8万 | 3.2万股 | $1,366.2万 | 5.4万股 | -2.2万股-40.63% | 减仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.48% | 0.46% | $859.0万 | 17.3万股 | $795.3万 | 16.6万股 | +6,736股+4.06% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.45% | 0.49% | $801.7万 | 3.5万股 | $834.5万 | 4.0万股 | -4,213股-10.66% | 减仓 |
| V先锋领航指数基金VTV |
| 0.44% | 0.43% | $791.1万 | 3.6万股 | $742.4万 | 3.8万股 | -1,538股-4.06% | 减仓 |
| IiShares安硕信托EEM |
| 0.44% | 0.4% | $781.2万 | 11.4万股 | $679.8万 | 12.0万股 | -5,523股-4.61% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.31% | 0.31% | $561.1万 | 7.9万股 | $523.9万 | 8.2万股 | -3,009股-3.68% | 减仓 |
| IiShares安硕IEMG |
| 0.3% | 0.3% | $531.0万 | 6.4万股 | $513.1万 | 7.4万股 | -9,465股-12.87% | 减仓 |
| V先锋领航指数基金VUG |
| 0.28% | 0.31% | $496.9万 | 5.8万股 | $539.5万 | 1.2万股 | +4.5万股+367.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.38% | $373.3万 | 4,999股 | $653.5万 | 1.0万股 | -5,049股-50.25% | 减仓 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.2% | 0.21% | $359.2万 | 7.1万股 | $366.6万 | 7.3万股 | -1,537股-2.11% | 减仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.2% | 0.21% | $354.2万 | 20.4万股 | $357.5万 | 20.7万股 | -2,505股-1.21% | 减仓 |
 英伟达NVDA |
| 0.18% | 0.37% | $331.1万 | 1.7万股 | $629.1万 | 3.6万股 | -2.0万股-54.12% | 减仓 |
| IiShares安硕信托IEUR |
| 0.18% | 0.2% | $325.4万 | 4.3万股 | $343.0万 | 4.9万股 | -5,524股-11.32% | 减仓 |
 雪佛龙CVX |
| 0.18% | 0.34% | $320.3万 | 1.9万股 | $587.5万 | 2.8万股 | -9,072股-31.95% | 减仓 |
| SSPDR道富系列信托SPTL |
| 0.17% | 0.06% | $314.0万 | 12.0万股 | $109.3万 | 4.2万股 | +7.8万股+188.12% | 加仓 |
| V先锋领航指数基金VOT |
| 0.15% | 0.19% | $276.0万 | 9,012股 | $333.8万 | 1.3万股 | -3,959股-30.52% | 减仓 |
| IiShares安硕·COREIJH |
| 0.15% | 0.16% | $265.4万 | 3.4万股 | $280.1万 | 4.1万股 | -7,053股-17.00% | 减仓 |
 埃克森美孚XOM |
| 0.13% | 0.79% | $236.6万 | 1.7万股 | $1,363.9万 | 8.0万股 | -6.3万股-78.48% | 减仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.13% | 0.14% | $228.5万 | 2.8万股 | $240.7万 | 3.1万股 | -3,568股-11.34% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.12% | 0.14% | $218.1万 | 4.3万股 | $238.1万 | 4.8万股 | -4,619股-9.68% | 减仓 |
 微软MSFT |
| 0.12% | 0.2% | $215.0万 | 5,763股 | $350.4万 | 9,465股 | -3,702股-39.11% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.1% | 0.12% | $170.6万 | 8,636股 | $206.1万 | 1.1万股 | -2,545股-22.76% | 减仓 |
 沃尔玛WMT |
| 0.09% | 0.13% | $161.2万 | 1.4万股 | $226.8万 | 1.8万股 | -4,017股-22.01% | 减仓 |
 VanEck ETF信托SHYD |
| 0.09% | 0.09% | $161.2万 | 7.0万股 | $160.6万 | 7.1万股 | -487股-0.69% | 减仓 |
