| IiShares安硕信托IVV |
| 9.22% | 8.74% | $1,718.4万 | 2.3万股 | $1,513.1万 | 2.3万股 | -226股-0.98% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 8.76% | 9.63% | $1,633.0万 | 35.9万股 | $1,667.6万 | 36.6万股 | -6,557股-1.79% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 8.6% | 9.38% | $1,602.4万 | 20.3万股 | $1,624.1万 | 20.5万股 | -2,116股-1.03% | 减仓 |
| V先锋领航·FTSEVEA |
| 7.5% | 7.29% | $1,397.8万 | 19.6万股 | $1,261.7万 | 19.7万股 | -716股-0.36% | 减仓 |
| V先锋领航·SMALLVBR |
| 7.01% | 6.79% | $1,306.5万 | 5.4万股 | $1,174.9万 | 5.4万股 | -312股-0.58% | 减仓 |
| F富达Covington信托FENI |
| 6.32% | 6.32% | $1,177.8万 | 29.4万股 | $1,093.4万 | 29.4万股 | -421股-0.14% | 减仓 |
| V先锋领航指数基金VTV |
| 6.09% | 5.91% | $1,135.1万 | 5.2万股 | $1,023.2万 | 5.2万股 | -69股-0.13% | 减仓 |
| IiShares安硕信托DGRO |
| 6.06% | 6.02% | $1,129.0万 | 14.9万股 | $1,042.4万 | 14.9万股 | +435股+0.29% | 加仓 |
| V先锋领航指数基金VBK |
| 5.85% | 5.22% | $1,090.8万 | 3.0万股 | $904.2万 | 3.0万股 | -86股-0.29% | 减仓 |
| S道富SPIB |
| 4.52% | 4.91% | $842.2万 | 25.2万股 | $849.3万 | 25.3万股 | -1,526股-0.60% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 4.23% | 4.48% | $787.3万 | 15.4万股 | $776.1万 | 15.2万股 | +1,883股+1.24% | 加仓 |
| G通用动力VTI |
| 4.18% | 3.93% | $779.3万 | 2.1万股 | $680.5万 | 2.1万股 | -153股-0.72% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 4.16% | 4.04% | $775.9万 | 5.5万股 | $699.3万 | 5.6万股 | -1,203股-2.15% | 减仓 |
 苹果AAPL |
| 3.07% | 2.9% | $572.8万 | 2.0万股 | $502.3万 | 2.0万股 | +3股+0.02% | 加仓 |
| WWORLD GOLD TRGLD |
| 2.28% | 2.88% | $424.8万 | 5.4万股 | $498.2万 | 5.4万股 | -236股-0.44% | 减仓 |
| IiShares安硕IEMG |
| 1.97% | 1.76% | $367.6万 | 4.4万股 | $305.1万 | 4.4万股 | +630股+1.44% | 加仓 |
| S道富SLYG |
| 1.66% | 1.47% | $309.5万 | 2.6万股 | $253.7万 | 2.6万股 | -278股-1.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.12% | 1.08% | $208.7万 | 2,795股 | $186.3万 | 2,865股 | -70股-2.44% | 减仓 |
| F富达·VALUE FACTOR ETFFVAL |
| 1.03% | 0.99% | $191.9万 | 2.5万股 | $171.7万 | 2.5万股 | -119股-0.48% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.95% | 0.99% | $177.9万 | 1.2万股 | $171.4万 | 1.2万股 | -50股-0.43% | 减仓 |
| F富达Covington信托FBCG |
| 0.76% | 0.7% | $141.7万 | 2.3万股 | $121.4万 | 2.4万股 | -1,408股-5.81% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.71% | 0.53% | $132.1万 | 6,936股 | $92.2万 | 6,935股 | +1股+0.01% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.43% | 0.48% | $79.6万 | 1.6万股 | $83.3万 | 1.6万股 | -677股-4.13% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.39% | 0.34% | $72.9万 | 4,080股 | $59.0万 | 4,080股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.39% | 0.42% | $72.7万 | 1,948股 | $72.6万 | 1,960股 | -12股-0.61% | 减仓 |
| V先锋领航·TOTALBND |
| 0.37% | 0.44% | $69.8万 | 9,504股 | $76.1万 | 1.0万股 | -834股-8.07% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.34% | 0.33% | $62.6万 | 3,461股 | $57.2万 | 3,461股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.3% | 0.35% | $56.8万 | 2,801股 | $60.4万 | 2,900股 | -99股-3.41% | 减仓 |
 安费诺APH |
| 0.26% | 0.18% | $47.6万 | 2,700股 | $30.3万 | 2,300股 | +400股+17.39% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.25% | 0.25% | $47.3万 | 9,126股 | $42.8万 | 9,132股 | -6股-0.07% | 减仓 |
| V先锋领航指数基金VUG |
| 0.24% | 0.22% | $44.2万 | 5,130股 | $38.3万 | 877股 | +4,253股+484.95% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.16% | $33.6万 | 950股 | $27.3万 | 950股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDU |
| 0.18% | 0.2% | $32.8万 | 2,859股 | $34.0万 | 2,931股 | -72股-2.46% | 减仓 |
 VisaV |
| 0.17% | 0.16% | $31.0万 | 904股 | $27.3万 | 904股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.12% | 0.13% | $23.0万 | 2,404股 | $23.2万 | 2,404股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.12% | — | $21.9万 | 298股 | $0 | 0股 | +298股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.11% | — | $20.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 AMGEN COMAMGN |
| 0.07% | 0.13% | $12.3万 | 341股 | $22.6万 | 641股 | -300股-46.80% | 减仓 |
