| IiShares安硕信托HDV |
| 8.89% | 9.33% | $3,299.8万 | 120.4万股 | $3,194.4万 | 23.5万股 | +96.8万股+411.45% | 加仓 |
| S嘉信策略信托SCHD |
| 8.08% | 8.32% | $2,997.6万 | 94.5万股 | $2,848.2万 | 92.8万股 | +1.7万股+1.83% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 7.62% | 8.02% | $2,827.5万 | 67.0万股 | $2,746.3万 | 65.0万股 | +1.9万股+2.98% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 7.25% | 7.67% | $2,690.7万 | 59.2万股 | $2,625.7万 | 57.6万股 | +1.6万股+2.77% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 7.09% | 7.37% | $2,629.8万 | 52.0万股 | $2,520.7万 | 50.6万股 | +1.4万股+2.85% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 6.21% | 6.37% | $2,303.3万 | 34.3万股 | $2,178.7万 | 33.2万股 | +1.1万股+3.28% | 加仓 |
| C资本集团股息价值CCBG |
| 4.81% | 4.45% | $1,782.8万 | 36.2万股 | $1,523.4万 | 35.8万股 | +3,737股+1.04% | 加仓 |
| F富达Covington信托FDVV |
| 4.53% | 4.41% | $1,679.9万 | 27.9万股 | $1,510.2万 | 27.3万股 | +5,232股+1.91% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 4.07% | 4.32% | $1,511.2万 | 30.0万股 | $1,479.4万 | 29.4万股 | +6,255股+2.13% | 加仓 |
| V先锋领航白厅基金VYMI |
| 3.8% | 3.86% | $1,411.4万 | 14.4万股 | $1,320.2万 | 14.0万股 | +3,638股+2.60% | 加仓 |
| AAvantis·U SAVUV |
| 3.67% | 3.49% | $1,361.3万 | 10.9万股 | $1,194.7万 | 10.8万股 | +967股+0.89% | 加仓 |
| IiShares安硕信托EFG |
| 3.51% | 3.33% | $1,302.1万 | 10.5万股 | $1,141.2万 | 10.2万股 | +2,180股+2.13% | 加仓 |
| V先锋领航指数基金VOT |
| 3.48% | 3.15% | $1,292.9万 | 4.2万股 | $1,078.9万 | 4.2万股 | +287股+0.68% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.48% | 3.39% | $1,289.7万 | 35.0万股 | $1,160.4万 | 34.2万股 | +8,501股+2.49% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.26% | 3.04% | $1,210.0万 | 35.8万股 | $1,039.7万 | 35.7万股 | +632股+0.18% | 加仓 |
| V先锋领航·FSTEVWO |
| 3.04% | 2.95% | $1,129.7万 | 18.9万股 | $1,011.2万 | 18.7万股 | +2,162股+1.16% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.36% | 1.21% | $503.0万 | 4.2万股 | $414.6万 | 4.2万股 | +14股+0.03% | 加仓 |
 苹果AAPL |
| 1.27% | 1.21% | $471.0万 | 1.6万股 | $412.7万 | 1.6万股 | +15股+0.09% | 加仓 |
| IiShares安硕信托IUSB |
| 0.94% | 1.04% | $349.6万 | 7.6万股 | $356.0万 | 7.7万股 | -1,409股-1.83% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.85% | 0.86% | $316.5万 | 1.4万股 | $295.4万 | 1.4万股 | -114股-0.81% | 减仓 |
| B贝莱德ETF信托DYNF |
| 0.75% | 0.7% | $277.1万 | 4.1万股 | $240.9万 | 4.1万股 | -774股-1.87% | 减仓 |
| IiShares安硕信托IVV |
| 0.71% | 0.68% | $264.3万 | 3,518股 | $234.2万 | 3,586股 | -68股-1.90% | 减仓 |
| IiShares安硕信托IVW |
| 0.64% | 0.58% | $236.5万 | 1.7万股 | $198.6万 | 1.8万股 | -413股-2.35% | 减仓 |
| IiShares安硕IEMG |
| 0.52% | 0.47% | $192.8万 | 2.3万股 | $159.9万 | 2.3万股 | +209股+0.91% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.52% | 0.49% | $191.7万 | 5,221股 | $169.2万 | 5,320股 | -99股-1.86% | 减仓 |
| IiShares安硕信托GVI |
| 0.51% | 0.54% | $189.8万 | 1.8万股 | $185.7万 | 1.7万股 | +140股+0.80% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.46% | 0.43% | $171.8万 | 1.4万股 | $147.4万 | 3,456股 | +1.0万股+300.38% | 加仓 |
| IiShares安硕信托EFV |
| 0.42% | 0.43% | $154.3万 | 2.0万股 | $147.3万 | 2.0万股 | +240股+1.21% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.4% | 0.42% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| B贝莱德ETF信托BAI |
| 0.39% | 0.28% | $146.1万 | 2.8万股 | $94.5万 | 2.9万股 | -934股-3.26% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.36% | 0.34% | $133.3万 | 3,255股 | $115.8万 | 3,248股 | +7股+0.22% | 加仓 |
| IiShares安硕信托MTUM |
| 0.36% | 0.28% | $132.8万 | 3,872股 | $95.6万 | 3,985股 | -113股-2.84% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.34% | $132.4万 | 5,554股 | $115.7万 | 5,554股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLH |
| 0.35% | 0.38% | $128.9万 | 1.3万股 | $130.1万 | 1.3万股 | -99股-0.77% | 减仓 |
| S道富SPYM |
| 0.33% | 0.21% | $122.4万 | 1.4万股 | $72.7万 | 9,471股 | +4,458股+47.07% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.32% | 0.28% | $119.2万 | 1.2万股 | $94.2万 | 1.2万股 | -266股-2.22% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.29% | 0.28% | $106.9万 | 4,856股 | $95.3万 | 4,970股 | -114股-2.29% | 减仓 |
| IiShares安硕信托IWD |
| 0.29% | 0.27% | $106.9万 | 4,410股 | $93.9万 | 4,396股 | +14股+0.32% | 加仓 |
 iShares安硕·MBSACGL |
| 0.29% | 0.32% | $106.3万 | 1.1万股 | $109.0万 | 1.1万股 | -243股-2.12% | 减仓 |
| B贝莱德ETF信托THRO |
| 0.27% | 0.25% | $99.5万 | 2.3万股 | $84.8万 | 2.3万股 | -427股-1.82% | 减仓 |
| IiShares安硕信托IWS |
| 0.24% | 0.23% | $88.3万 | 5,367股 | $78.0万 | 5,350股 | +17股+0.32% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.23% | 0.45% | $86.2万 | 9,404股 | $155.6万 | 1.7万股 | -7,578股-44.62% | 减仓 |
 可口可乐KO |
| 0.22% | 0.23% | $83.3万 | 1.0万股 | $77.4万 | 1.0万股 | +71股+0.70% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.22% | 0.24% | $81.5万 | 1.6万股 | $82.9万 | 1.6万股 | -394股-2.47% | 减仓 |
| AAMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETFTAXF |
| 0.21% | 0.23% | $79.2万 | 1.6万股 | $77.3万 | 1.5万股 | +142股+0.92% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.2% | 0.22% | $75.0万 | 1.5万股 | $75.8万 | 1.5万股 | -361股-2.38% | 减仓 |
| IiShares安硕信托IUSV |
| 0.18% | 0.18% | $67.8万 | 6,154股 | $62.7万 | 6,129股 | +25股+0.41% | 加仓 |
| IiShares安硕信托IDEV |
| 0.18% | 0.18% | $66.9万 | 7,519股 | $61.7万 | 7,369股 | +150股+2.04% | 加仓 |
| IiShares安硕信托AGG |
| 0.17% | 0.2% | $64.6万 | 6,522股 | $67.3万 | 6,759股 | -237股-3.51% | 减仓 |
| IiShares黄金信托IAU |
| 0.16% | 0.2% | $60.1万 | 7,906股 | $69.8万 | 7,922股 | -16股-0.20% | 减仓 |
