| IiShares安硕信托IVV |
| 5.12% | 4.75% | $1,821.4万 | 2.4万股 | $1,510.4万 | 2.3万股 | +1,198股+5.18% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 4.46% | 4.17% | $1,586.1万 | 12.8万股 | $1,324.0万 | 3.1万股 | +9.7万股+311.39% | 加仓 |
| IiShares安硕信托IWD |
| 4.3% | 4.14% | $1,530.8万 | 6.3万股 | $1,315.8万 | 6.2万股 | +1,564股+2.54% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.21% | 4.5% | $1,496.0万 | 32.9万股 | $1,429.7万 | 31.3万股 | +1.5万股+4.93% | 加仓 |
| C资本集团成长ETFCGGR |
| 3.23% | 2.88% | $1,147.9万 | 24.3万股 | $915.6万 | 22.8万股 | +1.5万股+6.75% | 加仓 |
| SSPDR黄金信托GLD |
| 2.96% | 3.8% | $1,053.8万 | 2.9万股 | $1,206.7万 | 2.8万股 | +563股+2.01% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 2.7% | 2.91% | $961.0万 | 23.2万股 | $923.9万 | 22.3万股 | +9,205股+4.14% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.69% | 2.41% | $956.9万 | 11.8万股 | $765.8万 | 11.2万股 | +5,891股+5.25% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 2.41% | 2.47% | $858.8万 | 17.0万股 | $784.5万 | 15.7万股 | +1.3万股+7.99% | 加仓 |
| S嘉信策略信托SCHF |
| 2.4% | 2.28% | $853.3万 | 30.8万股 | $724.7万 | 29.3万股 | +1.5万股+5.21% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 2.24% | 2.39% | $798.3万 | 17.7万股 | $759.8万 | 16.8万股 | +9,265股+5.51% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.2% | 2.17% | $784.3万 | 3.3万股 | $688.1万 | 3.2万股 | +1,150股+3.59% | 加仓 |
| IiShares安硕信托IEFA |
| 2.12% | 2.11% | $754.1万 | 7.8万股 | $670.6万 | 7.4万股 | +4,003股+5.40% | 加仓 |
| V先锋领航债券指数基金BIV |
| 2.11% | 2.25% | $749.2万 | 9.8万股 | $715.0万 | 9.3万股 | +5,036股+5.44% | 加仓 |
| V先锋领航指数基金VOT |
| 1.96% | 1.78% | $695.7万 | 2.3万股 | $564.0万 | 2.2万股 | +797股+3.64% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.9% | 2.06% | $676.0万 | 13.6万股 | $653.2万 | 13.1万股 | +4,667股+3.56% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.87% | 1.93% | $665.2万 | 12.6万股 | $612.8万 | 11.7万股 | +9,057股+7.71% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.8% | 1.74% | $641.8万 | 7.5万股 | $554.3万 | 7.2万股 | +3,192股+4.44% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.8% | 1.81% | $638.8万 | 3.2万股 | $576.4万 | 3.1万股 | +1,049股+3.35% | 加仓 |
| IiShares安硕IEMG |
| 1.74% | 1.57% | $619.6万 | 7.5万股 | $499.6万 | 7.2万股 | +3,165股+4.42% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.68% | 1.61% | $598.1万 | 2.8万股 | $510.9万 | 2.7万股 | +1,487股+5.59% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 1.67% | 1.88% | $593.3万 | 12.2万股 | $595.8万 | 11.7万股 | +4,647股+3.96% | 加仓 |
| V先锋领航·MIDVO |
| 1.62% | 1.62% | $575.2万 | 7.1万股 | $514.9万 | 1.8万股 | +5.3万股+298.17% | 加仓 |
| F第一信托交易所交易基金FYC |
| 1.52% | 1.37% | $541.5万 | 4.1万股 | $435.0万 | 3.9万股 | +1,364股+3.47% | 加仓 |
| C资本集团股息价值CCBG |
| 1.45% | 1.15% | $515.9万 | 10.5万股 | $364.0万 | 8.6万股 | +1.9万股+22.33% | 加仓 |
| IiShares安硕信托AGG |
| 1.34% | 1.52% | $475.7万 | 4.8万股 | $482.0万 | 4.9万股 | -493股-1.02% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 1.26% | 0.33% | $447.4万 | 4.0万股 | $103.9万 | 1.3万股 | +2.7万股+207.11% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 1.15% | 1.07% | $408.8万 | 9.5万股 | $340.5万 | 8.6万股 | +8,408股+9.74% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.13% | 1.22% | $400.4万 | 6.8万股 | $388.6万 | 6.5万股 | +2,625股+4.02% | 加仓 |
| IiShares安硕·COREIJH |
| 1.08% | 0.85% | $385.8万 | 5.0万股 | $269.4万 | 4.0万股 | +1.0万股+25.42% | 加仓 |
| IiShares安硕信托IUSB |
| 1.04% | 1.18% | $368.7万 | 8.0万股 | $374.9万 | 8.1万股 | -1,275股-1.57% | 减仓 |
 英伟达NVDA |
| 1.02% | 1% | $362.3万 | 1.8万股 | $316.4万 | 1.8万股 | -39股-0.21% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.96% | 0.98% | $341.5万 | 3.4万股 | $311.4万 | 3.1万股 | +2,917股+9.47% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.9% | 1.15% | $318.8万 | 2.2万股 | $365.4万 | 2.9万股 | -6,732股-23.06% | 减仓 |
| CCOLUMBIA ETF TR INJNK |
| 0.83% | 0.84% | $293.7万 | 14.1万股 | $265.3万 | 12.9万股 | +1.2万股+9.17% | 加仓 |
| PPGIM ULTRAPULS |
| 0.75% | 0.8% | $266.7万 | 5.4万股 | $255.7万 | 5.2万股 | +2,162股+4.19% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.74% | 0.79% | $264.0万 | 5.5万股 | $250.2万 | 5.2万股 | +2,444股+4.69% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.72% | 0.78% | $254.9万 | 2.1万股 | $248.5万 | 2.3万股 | -2,246股-9.73% | 减仓 |
 谷歌AGOOGL |
| 0.67% | 0.5% | $237.2万 | 6,638股 | $158.5万 | 5,513股 | +1,125股+20.41% | 加仓 |
| CCONVERGENCE LONG/SHORT EQUITY ETFCLSE |
| 0.66% | 0.46% | $234.4万 | 6.9万股 | $145.9万 | 5.2万股 | +1.7万股+32.47% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.63% | 0.46% | $222.6万 | 5.5万股 | $145.7万 | 4.1万股 | +1.4万股+35.36% | 加仓 |
 苹果AAPL |
| 0.62% | 0.64% | $222.2万 | 7,678股 | $202.0万 | 7,960股 | -282股-3.54% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.59% | 0.75% | $208.7万 | 7.2万股 | $236.7万 | 8.1万股 | -9,182股-11.32% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.58% | 0.65% | $205.2万 | 5.5万股 | $206.7万 | 5.6万股 | -676股-1.21% | 减仓 |
 微软MSFT |
| 0.57% | 0.78% | $203.3万 | 5,449股 | $246.7万 | 6,663股 | -1,214股-18.22% | 减仓 |
 亚马逊AMZN |
| 0.55% | 0.53% | $197.1万 | 8,268股 | $169.4万 | 8,136股 | +132股+1.62% | 加仓 |
| AAB INTLILOW |
| 0.52% | 0.42% | $186.6万 | 4.1万股 | $132.6万 | 3.1万股 | +9,954股+32.01% | 加仓 |
| IiShares安硕信托IJK |
| 0.52% | 0.5% | $183.7万 | 1.6万股 | $157.3万 | 1.6万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.47% | 0.4% | $165.8万 | 4,390股 | $127.6万 | 4,122股 | +268股+6.50% | 加仓 |
| V先锋领航市政债券基金VTEI |
| 0.45% | 0.43% | $159.7万 | 1.6万股 | $137.4万 | 1.4万股 | +2,068股+15.05% | 加仓 |
