| F富达Covington信托FDVV |
| 7.45% | 7.35% | $1,085.1万 | 19.1万股 | $1,137.2万 | 20.4万股 | -1.3万股-6.23% | 减仓 |
| V先锋领航指数基金VUG |
| 5.77% | 5.92% | $840.5万 | 1.7万股 | $916.6万 | 1.9万股 | -1,882股-9.85% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.83% | 5% | $703.3万 | 15.3万股 | $773.7万 | 16.7万股 | -1.5万股-8.71% | 减仓 |
| IiShares安硕·COREIJH |
| 4.7% | 4.65% | $684.2万 | 10.4万股 | $718.9万 | 11.0万股 | -6,489股-5.89% | 减仓 |
| IiShares安硕信托ILCG |
| 3.53% | 3.37% | $513.7万 | 4.9万股 | $520.9万 | 5.0万股 | -564股-1.13% | 减仓 |
| IiShares安硕信托IVV |
| 3.09% | 2.86% | $450.7万 | 6,580股 | $441.8万 | 6,600股 | -20股-0.30% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 2.88% | 2.87% | $420.0万 | 15.8万股 | $443.5万 | 16.7万股 | -8,477股-5.08% | 减仓 |
| V先锋领航指数基金VTV |
| 2.65% | 3.07% | $386.0万 | 2.0万股 | $475.5万 | 2.6万股 | -5,288股-20.74% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.55% | 2.76% | $372.0万 | 5.5万股 | $427.1万 | 6.6万股 | -1.0万股-15.65% | 减仓 |
| F富达Covington信托FBCG |
| 2.3% | 2.42% | $335.3万 | 6.1万股 | $375.0万 | 7.0万股 | -8,749股-12.52% | 减仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 2.05% | 1.78% | $298.3万 | 3.2万股 | $275.5万 | 3.1万股 | +1,003股+3.28% | 加仓 |
| IiShares安硕信托EFV |
| 2.03% | 1.85% | $296.1万 | 4.1万股 | $286.2万 | 4.2万股 | -727股-1.72% | 减仓 |
| IiShares安硕信托IVW |
| 1.96% | 1.86% | $286.0万 | 2.3万股 | $287.9万 | 2.4万股 | -648股-2.72% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.95% | 2.14% | $283.9万 | 5,997股 | $330.8万 | 7,061股 | -1,064股-15.07% | 减仓 |
| IiShares安硕信托IWD |
| 1.92% | 1.67% | $280.2万 | 1.3万股 | $258.4万 | 1.3万股 | +628股+4.95% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.85% | 2.4% | $268.7万 | 1.2万股 | $371.4万 | 1.7万股 | -4,985股-28.96% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 1.84% | 1.78% | $268.3万 | 5.5万股 | $275.7万 | 5.6万股 | -1,413股-2.50% | 减仓 |
| FFIDELITY FUNDAMENTAL SMALL-MID CAP ETFFFSM |
| 1.65% | 1.08% | $241.0万 | 7.9万股 | $167.4万 | 5.7万股 | +2.1万股+37.03% | 加仓 |
| IiShares安硕信托IUSB |
| 1.51% | 1.53% | $219.3万 | 4.7万股 | $237.1万 | 5.1万股 | -3,628股-7.15% | 减仓 |
| F富达Covington信托FDHY |
| 1.49% | 1.5% | $216.7万 | 4.4万股 | $232.4万 | 4.7万股 | -3,213股-6.82% | 减仓 |
| IiShares安硕信托IXN |
| 1.45% | 1.37% | $211.1万 | 2.0万股 | $212.6万 | 2.1万股 | -498股-2.42% | 减仓 |
| S道富SPYM |
| 1.44% | 1.26% | $209.6万 | 2.6万股 | $195.2万 | 2.5万股 | +1,213股+4.87% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.44% | 1.3% | $209.2万 | 3,068股 | $200.4万 | 3,009股 | +59股+1.96% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.34% | 1.35% | $194.7万 | 1.4万股 | $208.1万 | 1.5万股 | -391股-2.68% | 减仓 |
| V先锋领航指数基金VBK |
| 1.23% | 1.39% | $179.1万 | 5,927股 | $215.8万 | 7,249股 | -1,322股-18.24% | 减仓 |
 埃克森美孚XOM |
| 1.18% | 1.05% | $172.1万 | 1.4万股 | $162.9万 | 1.4万股 | -149股-1.03% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.15% | 1.06% | $167.0万 | 7,875股 | $164.6万 | 7,970股 | -95股-1.19% | 减仓 |
| V先锋领航指数基金VV |
| 1.06% | 1.73% | $154.5万 | 4,907股 | $268.0万 | 8,705股 | -3,798股-43.63% | 减仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 0.99% | 0.97% | $144.7万 | 3.0万股 | $150.8万 | 3.2万股 | -1,291股-4.07% | 减仓 |
| IiShares安硕信托IEFA |
| 0.96% | 0.93% | $139.9万 | 1.6万股 | $143.9万 | 1.6万股 | -851股-5.16% | 减仓 |
| IiShares安硕信托GJS |
| 0.96% | 0.92% | $139.8万 | 6.1万股 | $142.2万 | 6.1万股 | -756股-1.23% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 0.95% | 0.93% | $138.7万 | 1.5万股 | $143.6万 | 1.6万股 | -929股-5.77% | 减仓 |
 HANCOCK WHITNEYHWC |
| 0.93% | 0.86% | $134.8万 | 2.1万股 | $132.6万 | 2.1万股 | 00.00% | 持仓不变 |
| IISHARES MORNINGSTAR US EQUITY ETFILCB |
| 0.92% | 0.85% | $134.4万 | 1.4万股 | $131.6万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOT |
| 0.9% | 0.92% | $131.8万 | 4,721股 | $143.1万 | 4,871股 | -150股-3.08% | 减仓 |
| B贝莱德ETF信托DYNF |
| 0.9% | 0.77% | $130.8万 | 2.2万股 | $119.4万 | 2.0万股 | +1,355股+6.72% | 加仓 |
| F富达Covington信托FDEM |
| 0.89% | 0.84% | $129.1万 | 4.2万股 | $129.6万 | 4.3万股 | -1,289股-2.99% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.88% | 0.82% | $128.1万 | 7,221股 | $126.1万 | 7,225股 | -4股-0.06% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.83% | 0.76% | $121.4万 | 1.1万股 | $118.1万 | 1.1万股 | 00.00% | 持仓不变 |
| F富达Covington信托FIDI |
| 0.83% | 0.74% | $120.5万 | 4.7万股 | $115.2万 | 4.7万股 | -549股-1.17% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.79% | 0.81% | $115.2万 | 5,801股 | $126.0万 | 6,476股 | -675股-10.42% | 减仓 |
| V先锋领航全球基金VCR |
| 0.78% | 0.74% | $114.3万 | 2,901股 | $114.9万 | 2,901股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.76% | 0.72% | $110.5万 | 7,834股 | $111.1万 | 7,951股 | -117股-1.47% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.74% | 0.69% | $108.3万 | 5,111股 | $106.7万 | 5,111股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.68% | 1.18% | $98.6万 | 3,821股 | $182.6万 | 7,179股 | -3,358股-46.78% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.67% | 0.74% | $98.1万 | 2,859股 | $114.8万 | 3,450股 | -591股-17.13% | 减仓 |
| IiShares安硕信托IUSV |
| 0.66% | 0.56% | $95.9万 | 9,349股 | $87.3万 | 8,734股 | +615股+7.04% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.64% | 0.62% | $92.9万 | 1.7万股 | $96.1万 | 1.8万股 | -451股-2.54% | 减仓 |
| IiShares安硕信托EFG |
| 0.62% | 0.54% | $90.7万 | 7,963股 | $83.8万 | 7,358股 | +605股+8.22% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.58% | 0.64% | $85.1万 | 1.4万股 | $99.1万 | 1.7万股 | -2,929股-17.70% | 减仓 |
