| JJPMORGAN U.S. MOMENTUM FACTORJMOM |
| 14.76% | 13.65% | $4,401.9万 | 70.2万股 | $3,456.7万 | 65.7万股 | +4.4万股+6.76% | 加仓 |
| V先锋领航指数基金VTV |
| 9.96% | 9.99% | $2,970.5万 | 25.7万股 | $2,530.0万 | 23.7万股 | +1.9万股+8.16% | 加仓 |
| A美国世纪ETF信托AVSC |
| 7.86% | 7.43% | $2,344.6万 | 43.9万股 | $1,880.1万 | 40.3万股 | +3.6万股+8.90% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 7.31% | 7.69% | $2,178.8万 | 62.2万股 | $1,946.0万 | 57.8万股 | +4.4万股+7.61% | 加仓 |
| IiShares安硕信托IMTM |
| 6.98% | 7.01% | $2,081.2万 | 48.3万股 | $1,774.5万 | 45.3万股 | +3.0万股+6.61% | 加仓 |
| PPGIM ULTRAPULS |
| 3.98% | 4.12% | $1,187.5万 | 24.2万股 | $1,043.9万 | 21.1万股 | +3.2万股+14.96% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 2.94% | 2.89% | $877.2万 | 38.7万股 | $731.2万 | 35.9万股 | +2.8万股+7.85% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.91% | 0.96% | $867.4万 | 9.0万股 | $244.1万 | 8.1万股 | +9,626股+11.92% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.88% | 0.57% | $858.7万 | 18.3万股 | $144.6万 | 3.1万股 | +15.2万股+495.80% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.68% | 2.74% | $797.8万 | 19.8万股 | $694.0万 | 20.5万股 | -6,548股-3.19% | 减仓 |
| DDimensional维度ETF信托DUSB |
| 2.59% | 2.92% | $773.4万 | 15.5万股 | $738.6万 | 14.8万股 | +6,669股+4.50% | 加仓 |
| DDimensional维度·US HIGH PROFITABILITY ETFDUHP |
| 2.42% | 2.4% | $722.3万 | 21.3万股 | $607.9万 | 20.0万股 | +1.2万股+6.23% | 加仓 |
| S嘉信·FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFSCHC |
| 2.38% | 2.61% | $708.8万 | 17.6万股 | $662.0万 | 17.2万股 | +4,541股+2.64% | 加仓 |
| IiShares安硕信托USMV |
| 2.28% | 2.78% | $678.8万 | 7.0万股 | $704.2万 | 7.6万股 | -5,563股-7.33% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.15% | 2.3% | $640.8万 | 13.4万股 | $583.5万 | 12.3万股 | +1.1万股+9.14% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP FUNDEES |
| 2.13% | 2.16% | $636.5万 | 9.4万股 | $547.3万 | 9.4万股 | -398股-0.42% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.87% | 1.95% | $556.1万 | 11.0万股 | $492.8万 | 10.4万股 | +5,642股+5.42% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.76% | 1.95% | $525.4万 | 6.4万股 | $493.7万 | 6.3万股 | +903股+1.43% | 加仓 |
| DDimensional维度ETF信托DFEM |
| 1.42% | 1.32% | $422.8万 | 10.4万股 | $334.3万 | 9.7万股 | +7,299股+7.54% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 1.39% | 1.69% | $415.5万 | 8.7万股 | $427.5万 | 8.9万股 | -2,262股-2.53% | 减仓 |
| DDimensional维度·WORLD EQUITY ETFDFAW |
| 1.23% | 1.19% | $365.3万 | 4.4万股 | $300.9万 | 4.1万股 | +3,342股+8.20% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.18% | 1.38% | $352.1万 | 8.6万股 | $348.6万 | 8.5万股 | +966股+1.13% | 加仓 |
| IiShares安硕信托EFAV |
| 1.1% | 1.49% | $329.0万 | 3.8万股 | $377.2万 | 4.1万股 | -3,770股-9.13% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.02% | 1.23% | $302.8万 | 4.5万股 | $311.5万 | 4.9万股 | -3,940股-8.08% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.98% | 1.24% | $292.3万 | 3.2万股 | $312.9万 | 3.4万股 | -2,254股-6.60% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.74% | 0.74% | $219.6万 | 1.0万股 | $186.7万 | 9,731股 | +276股+2.84% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.7% | 0.77% | $210.0万 | 3.5万股 | $194.5万 | 3.3万股 | +1,701股+5.15% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.7% | 0.78% | $209.4万 | 2.2万股 | $196.7万 | 2.2万股 | +189股+0.85% | 加仓 |
| IiShares安硕信托EMB |
| 0.6% | 0.67% | $178.3万 | 1.8万股 | $169.0万 | 1.8万股 | +494股+2.74% | 加仓 |
| DDimensional维度ETF信托DFAU |
| 0.6% | 0.61% | $177.5万 | 3.4万股 | $155.5万 | 3.4万股 | -125股-0.36% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.59% | 0.71% | $175.5万 | 3.5万股 | $180.6万 | 3.6万股 | -978股-2.74% | 减仓 |
| IiShares安硕信托GVI |
| 0.44% | 0.5% | $131.7万 | 1.2万股 | $127.2万 | 1.2万股 | +424股+3.55% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.59% | $122.6万 | 8,965股 | $149.4万 | 8,803股 | +162股+1.84% | 加仓 |
 苹果AAPL |
| 0.4% | 1.14% | $118.9万 | 4,109股 | $289.2万 | 1.1万股 | -7,286股-63.94% | 减仓 |
| IiShares安硕信托MTUM |
| 0.39% | 0.3% | $115.7万 | 3,373股 | $75.9万 | 3,162股 | +211股+6.67% | 加仓 |
 默沙东MRK |
| 0.38% | 0.42% | $113.6万 | 8,837股 | $106.3万 | 8,837股 | 00.00% | 持仓不变 |
| IiShares安硕EEMV |
| 0.37% | 0.43% | $108.8万 | 1.4万股 | $108.3万 | 1.7万股 | -2,269股-13.57% | 减仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 0.33% | 0.39% | $97.9万 | 2.4万股 | $98.2万 | 2.4万股 | -117股-0.48% | 减仓 |
| NNEW JERSEY RESNJR |
| 0.32% | 0.35% | $95.8万 | 1.7万股 | $87.7万 | 1.6万股 | +1,134股+7.10% | 加仓 |
 ADPADP |
| 0.32% | 0.35% | $93.9万 | 4,194股 | $88.4万 | 4,350股 | -156股-3.59% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.3% | 0.33% | $88.9万 | 2.2万股 | $83.3万 | 2.1万股 | +172股+0.80% | 加仓 |
 雪佛龙CVX |
| 0.28% | 0.4% | $82.1万 | 4,950股 | $102.4万 | 4,950股 | 00.00% | 持仓不变 |
| DDimensional维度·USDFUV |
| 0.26% | 0.27% | $78.0万 | 1.4万股 | $69.6万 | 1.4万股 | -187股-1.30% | 减仓 |
 CHUBB LIMITEDCB |
| 0.22% | 0.25% | $65.2万 | 1,912股 | $62.3万 | 1,912股 | 00.00% | 持仓不变 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.18% | 0.16% | $53.8万 | 6,533股 | $41.3万 | 5,810股 | +723股+12.44% | 加仓 |
| SSPDR道富指数基金EWX |
| 0.16% | 0.17% | $47.7万 | 6,419股 | $42.5万 | 6,425股 | -6股-0.09% | 减仓 |
 强生JNJ |
| 0.15% | 0.17% | $46.0万 | 1,809股 | $44.2万 | 1,806股 | +3股+0.17% | 加仓 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.15% | 0.16% | $44.8万 | 4,984股 | $39.4万 | 4,984股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFSU |
| 0.15% | 0.16% | $44.3万 | 9,509股 | $39.7万 | 9,662股 | -153股-1.58% | 减仓 |
 万豪MAR |
| 0.14% | 0.15% | $42.3万 | 1,142股 | $37.4万 | 1,142股 | 00.00% | 持仓不变 |
