| S嘉信·USSCHX |
| 37.5% | 38.55% | $6.77亿 | 2,300.2万股 | $5.93亿 | 2,310.9万股 | -10.6万股-0.46% | 减仓 |
| IiShares安硕·COREIJH |
| 6.36% | 6.39% | $1.15亿 | 148.8万股 | $9,823.0万 | 145.5万股 | +3.4万股+2.31% | 加仓 |
| IiShares安硕·COREIJR |
| 5.11% | 4.9% | $9,232.9万 | 62.3万股 | $7,533.5万 | 60.6万股 | +1.7万股+2.73% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.8% | 4.62% | $8,673.6万 | 40.8万股 | $7,108.5万 | 37.0万股 | +3.7万股+10.06% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.32% | 4.38% | $7,799.6万 | 130.7万股 | $6,726.2万 | 124.4万股 | +6.2万股+5.00% | 加仓 |
| V先锋领航指数基金VTV |
| 4.22% | 4.51% | $7,623.5万 | 35.0万股 | $6,938.2万 | 35.4万股 | -3,814股-1.08% | 减仓 |
| V先锋领航指数基金VUG |
| 3.9% | 3.97% | $7,045.4万 | 81.8万股 | $6,096.3万 | 14.0万股 | +67.8万股+486.01% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 3.49% | 3.54% | $6,299.3万 | 75.2万股 | $5,444.1万 | 72.5万股 | +2.7万股+3.76% | 加仓 |
| V先锋领航指数基金VOO |
| 3.09% | 3.17% | $5,582.5万 | 8.1万股 | $4,871.3万 | 8.2万股 | -239股-0.29% | 减仓 |
| S嘉信策略信托SCHM |
| 2.05% | 1.98% | $3,706.2万 | 100.5万股 | $3,047.7万 | 98.4万股 | +2.1万股+2.11% | 加仓 |
| V先锋领航指数基金VV |
| 2.02% | 2.09% | $3,649.9万 | 10.6万股 | $3,212.7万 | 10.8万股 | -1,371股-1.28% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.63% | 1.67% | $2,949.3万 | 30.6万股 | $2,572.0万 | 29.0万股 | +1.6万股+5.48% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.5% | 1.53% | $2,703.8万 | 77.7万股 | $2,355.1万 | 77.2万股 | +4,559股+0.59% | 加仓 |
| S嘉信·USSCHA |
| 1.42% | 1.33% | $2,570.1万 | 71.1万股 | $2,047.4万 | 70.4万股 | +7,302股+1.04% | 加仓 |
 苹果AAPL |
| 1.4% | 0.01% | $2,524.3万 | 8.7万股 | $23.0万 | 907股 | +8.6万股+9,518.08% | 加仓 |
| V先锋领航指数基金VBK |
| 1.32% | 1.27% | $2,376.5万 | 6.5万股 | $1,948.9万 | 6.4万股 | +506股+0.78% | 加仓 |
| V先锋领航·MIDVO |
| 1.17% | 1.19% | $2,113.1万 | 26.2万股 | $1,832.9万 | 6.4万股 | +19.8万股+310.92% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.13% | 1.25% | $2,044.9万 | 10.3万股 | $1,918.2万 | 10.4万股 | -603股-0.58% | 减仓 |
| S嘉信·USSCHP |
| 0.96% | 1.08% | $1,740.2万 | 65.7万股 | $1,660.4万 | 62.4万股 | +3.3万股+5.24% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.93% | 0.95% | $1,675.9万 | 49.5万股 | $1,462.3万 | 50.2万股 | -6,771股-1.35% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.92% | 0.98% | $1,667.4万 | 15.3万股 | $1,504.4万 | 15.9万股 | -6,245股-3.93% | 减仓 |
| V先锋领航指数基金VB |
| 0.9% | 0.92% | $1,622.8万 | 5.4万股 | $1,406.5万 | 5.4万股 | -164股-0.31% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.82% | 0.83% | $1,473.3万 | 11.9万股 | $1,270.4万 | 3.0万股 | +8.9万股+298.24% | 加仓 |
| IiShares安硕IEMG |
| 0.73% | 0.56% | $1,319.7万 | 15.9万股 | $857.0万 | 12.3万股 | +3.6万股+29.66% | 加仓 |
| V先锋领航指数基金VOT |
| 0.64% | 0.62% | $1,156.4万 | 3.8万股 | $955.2万 | 3.7万股 | +639股+1.72% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.62% | 0.66% | $1,125.2万 | 4.6万股 | $1,015.8万 | 4.7万股 | -453股-0.97% | 减仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 0.47% | 0.52% | $852.8万 | 12.8万股 | $798.2万 | 11.9万股 | +8,916股+7.48% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.43% | 0.44% | $779.5万 | 10.2万股 | $676.2万 | 9.9万股 | +3,658股+3.70% | 加仓 |
| S道富MDYV |
| 0.39% | 0.41% | $696.2万 | 7.3万股 | $624.3万 | 7.3万股 | +72股+0.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.32% | 0.33% | $584.5万 | 7,804股 | $509.2万 | 7,795股 | +9股+0.12% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.29% | 0.26% | $520.3万 | 6,967股 | $395.8万 | 6,086股 | +881股+14.48% | 加仓 |
| G高盛ETF信托JUST |
| 0.26% | 0.26% | $463.0万 | 4.3万股 | $392.9万 | 4.2万股 | +916股+2.16% | 加仓 |
| IiShares安硕信托IWD |
| 0.25% | 0.26% | $449.3万 | 1.9万股 | $396.3万 | 1.9万股 | -12股-0.06% | 减仓 |
| IiShares安硕信托EFV |
| 0.22% | 0.24% | $394.7万 | 5.2万股 | $363.2万 | 4.9万股 | +2,718股+5.56% | 加仓 |
| IiShares安硕信托IWS |
| 0.21% | 0.23% | $386.0万 | 2.3万股 | $349.2万 | 2.4万股 | -510股-2.13% | 减仓 |
| S道富SLYG |
| 0.21% | 0.2% | $383.9万 | 3.2万股 | $300.7万 | 3.1万股 | +1,097股+3.52% | 加仓 |
 强生JNJ |
| 0.2% | 0.03% | $363.1万 | 1.4万股 | $44.0万 | 1,798股 | +1.2万股+695.16% | 加仓 |
| G通用动力VTI |
| 0.19% | 0.19% | $343.8万 | 9,291股 | $294.8万 | 9,191股 | +100股+1.09% | 加仓 |
| IiShares安硕信托TIP |
| 0.17% | 0.2% | $310.5万 | 2.8万股 | $310.8万 | 2.8万股 | +214股+0.76% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.17% | 0.16% | $308.5万 | 6.1万股 | $240.5万 | 4.8万股 | +1.3万股+28.40% | 加仓 |
| IiShares安硕信托ITOT |
| 0.16% | 0.17% | $297.5万 | 1.8万股 | $257.9万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.16% | 0.17% | $290.0万 | 7,083股 | $255.4万 | 7,163股 | -80股-1.12% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.14% | 0.14% | $259.1万 | 4.6万股 | $212.3万 | 4.5万股 | +1,182股+2.62% | 加仓 |
| S道富MDYG |
| 0.13% | 0.13% | $232.2万 | 2.1万股 | $196.6万 | 2.0万股 | +230股+1.12% | 加仓 |
| IiShares安硕信托GVI |
| 0.12% | 0.14% | $218.6万 | 2.0万股 | $216.3万 | 2.0万股 | -64股-0.31% | 减仓 |
| IiShares安硕信托IXUS |
| 0.11% | 0.12% | $196.4万 | 2.1万股 | $178.3万 | 2.1万股 | +1股+0.00% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.1% | 0.1% | $178.2万 | 1.2万股 | $156.7万 | 1.2万股 | -64股-0.52% | 减仓 |
 卡特彼勒CAT |
| 0.1% | 0.02% | $177.5万 | 1,667股 | $28.3万 | 400股 | +1,267股+316.75% | 加仓 |
 iShares安硕信托FITB |
| 0.1% | 0.09% | $175.3万 | 3.4万股 | $143.2万 | 3.2万股 | +2,044股+6.48% | 加仓 |
| IiShares安硕信托DSI |
| 0.1% | 0.1% | $173.1万 | 1.2万股 | $147.3万 | 1.2万股 | +4股+0.03% | 加仓 |
