| IiShares安硕信托IVW |
| 39.8% | 38.06% | $8,371.9万 | 60.9万股 | $6,948.2万 | 61.4万股 | -5,559股-0.90% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 21.37% | 22.39% | $4,495.3万 | 40.7万股 | $4,087.3万 | 42.0万股 | -1.3万股-3.07% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 10.84% | 10.88% | $2,280.4万 | 6.7万股 | $1,986.8万 | 6.7万股 | +3股+0.00% | 加仓 |
| V先锋领航指数基金VOO |
| 4.54% | 4.57% | $955.3万 | 1.4万股 | $833.8万 | 1.4万股 | -45股-0.32% | 减仓 |
| IiShares安硕信托IWD |
| 4.43% | 4.49% | $930.8万 | 3.8万股 | $820.3万 | 3.8万股 | +2股+0.01% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 3.55% | 4.01% | $746.4万 | 1.8万股 | $732.1万 | 2.1万股 | -2,308股-11.24% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 2.77% | 2.74% | $583.4万 | 4.6万股 | $500.6万 | 4.6万股 | +6股+0.01% | 加仓 |
| IiShares安硕信托IVV |
| 2.69% | 2.64% | $566.4万 | 7,563股 | $481.9万 | 7,377股 | +186股+2.52% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.78% | 1.85% | $375.1万 | 1.8万股 | $338.4万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 1.74% | 1.88% | $365.2万 | 1.6万股 | $343.3万 | 1.6万股 | -172股-1.06% | 减仓 |
| IiShares安硕信托EFV |
| 0.81% | 0.91% | $170.6万 | 2.2万股 | $165.7万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.69% | 0.72% | $144.8万 | 9,887股 | $131.1万 | 1.0万股 | -349股-3.41% | 减仓 |
 微软MSFT |
| 0.52% | 0.64% | $108.4万 | 2,905股 | $116.4万 | 3,144股 | -239股-7.60% | 减仓 |
| IiShares安硕信托IWS |
| 0.48% | 0.4% | $101.7万 | 6,181股 | $73.2万 | 5,026股 | +1,155股+22.98% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.46% | 0.45% | $96.6万 | 7,780股 | $82.9万 | 1,945股 | +5,835股+300.00% | 加仓 |
 苹果AAPL |
| 0.46% | 0.39% | $96.1万 | 3,322股 | $71.1万 | 2,802股 | +520股+18.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.44% | 0.44% | $92.2万 | 1,235股 | $80.2万 | 1,234股 | +1股+0.08% | 加仓 |
| G通用动力VTI |
| 0.41% | 0.41% | $87.0万 | 2,350股 | $75.4万 | 2,350股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.41% | 0.41% | $86.4万 | 3,905股 | $74.3万 | 3,919股 | -14股-0.36% | 减仓 |
| V先锋领航·TOTALBND |
| 0.24% | 0.2% | $50.4万 | 6,869股 | $36.9万 | 5,013股 | +1,856股+37.02% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.2% | 0.2% | $42.5万 | 1,161股 | $36.9万 | 1,161股 | 00.00% | 持仓不变 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.2% | 0.19% | $41.4万 | 1.0万股 | $34.2万 | 9,343股 | +835股+8.94% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.18% | 0.27% | $38.9万 | 1,293股 | $49.0万 | 1,977股 | -684股-34.60% | 减仓 |
 迈威尔MRVL |
| 0.14% | — | $30.4万 | 1,019股 | $0 | 0股 | +1,019股 | 新买入 |
 好市多COST |
| 0.14% | 0.17% | $29.3万 | 314股 | $31.3万 | 314股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.13% | 0.17% | $27.1万 | 1,003股 | $31.2万 | 1,003股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.13% | 0.14% | $26.7万 | 3,280股 | $24.9万 | 3,280股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.12% | 0.12% | $25.6万 | 512股 | $22.1万 | 462股 | +50股+10.82% | 加仓 |
 家得宝HD |
| 0.11% | 0.11% | $22.4万 | 636股 | $20.9万 | 636股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.11% | 0.15% | $22.3万 | 1,628股 | $27.6万 | 1,628股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.1% | — | $22.0万 | 650股 | $0 | 0股 | +650股 | 新买入 |
