| I景顺·S&PSPHQ |
| 10.4% | 9.59% | $4,811.3万 | 53.4万股 | $3,970.9万 | 52.8万股 | +5,876股+1.11% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 7.34% | 7.19% | $3,397.0万 | 100.4万股 | $2,977.3万 | 102.2万股 | -1.8万股-1.78% | 减仓 |
| S嘉信·USSCHX |
| 6.37% | 6.25% | $2,947.6万 | 100.2万股 | $2,586.4万 | 100.9万股 | -7,168股-0.71% | 减仓 |
| V先锋领航指数基金VUG |
| 4.56% | 4.32% | $2,112.3万 | 24.5万股 | $1,788.3万 | 4.1万股 | +20.4万股+498.93% | 加仓 |
| F富达Covington信托FDVV |
| 4.23% | 4.35% | $1,956.4万 | 32.4万股 | $1,801.1万 | 32.6万股 | -1,553股-0.48% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.36% | 3.23% | $1,554.7万 | 53.7万股 | $1,338.3万 | 53.3万股 | +3,674股+0.69% | 加仓 |
| V先锋领航·MIDVO |
| 2.93% | 2.74% | $1,354.3万 | 16.8万股 | $1,134.3万 | 3.9万股 | +12.9万股+325.54% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 2.85% | 3.02% | $1,320.6万 | 29.0万股 | $1,251.1万 | 27.4万股 | +1.6万股+5.86% | 加仓 |
 AVANTIS INTLNGG |
| 2.79% | 2.9% | $1,292.5万 | 14.5万股 | $1,200.6万 | 14.2万股 | +3,388股+2.39% | 加仓 |
| IiShares安硕信托IVV |
| 2.71% | 2.64% | $1,254.8万 | 1.7万股 | $1,091.8万 | 1.7万股 | +40股+0.24% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.7% | 2.88% | $1,249.1万 | 7.9万股 | $1,191.1万 | 8.0万股 | -1,382股-1.72% | 减仓 |
| S嘉信策略信托SCHM |
| 2.65% | 2.52% | $1,225.1万 | 33.2万股 | $1,042.2万 | 33.7万股 | -4,366股-1.30% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.37% | 2.33% | $1,097.0万 | 35.3万股 | $966.2万 | 34.7万股 | +5,805股+1.67% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 2.27% | 2.53% | $1,051.2万 | 20.9万股 | $1,046.0万 | 20.8万股 | +1,004股+0.48% | 加仓 |
| IiShares安硕信托SUSB |
| 2.24% | 2.56% | $1,035.6万 | 41.4万股 | $1,058.7万 | 42.2万股 | -7,977股-1.89% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 2.2% | 2.37% | $1,018.2万 | 12.9万股 | $980.1万 | 12.4万股 | +5,205股+4.21% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.13% | 2.29% | $983.8万 | 40.8万股 | $947.3万 | 39.0万股 | +1.7万股+4.42% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.1% | 2.71% | $970.9万 | 20.7万股 | $1,122.8万 | 23.8万股 | -3.2万股-13.26% | 减仓 |
| PPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDEMNT |
| 2.07% | 2.32% | $959.0万 | 9.7万股 | $960.7万 | 9.7万股 | -184股-0.19% | 减仓 |
| F富达Covington信托FESM |
| 1.77% | 1.47% | $819.5万 | 17.0万股 | $607.2万 | 16.0万股 | +9,911股+6.20% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.77% | 1.39% | $818.4万 | 4.3万股 | $573.8万 | 4.3万股 | -222股-0.51% | 减仓 |
| S嘉信策略信托SCHF |
| 1.57% | 1.53% | $727.9万 | 26.3万股 | $633.9万 | 25.6万股 | +6,677股+2.61% | 加仓 |
| C资本集团股息价值CCBG |
| 1.45% | 1.34% | $668.7万 | 13.6万股 | $555.2万 | 13.1万股 | +5,195股+3.98% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.33% | 1.54% | $616.1万 | 8.0万股 | $637.4万 | 8.3万股 | -2,259股-2.74% | 减仓 |
| S嘉信策略信托SCHD |
| 1.29% | 1.45% | $595.1万 | 18.8万股 | $599.4万 | 19.5万股 | -7,698股-3.94% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.26% | 1.27% | $582.6万 | 2.7万股 | $526.6万 | 2.7万股 | -55股-0.20% | 减仓 |
| IiShares安硕信托IWY |
| 1.25% | 1.28% | $580.2万 | 2.0万股 | $531.2万 | 2.1万股 | -1,384股-6.48% | 减仓 |
| IiShares安硕信托IGM |
| 1.24% | 1.04% | $572.5万 | 3.5万股 | $429.9万 | 3.6万股 | -1,273股-3.51% | 减仓 |
| G通用动力VTI |
| 1.2% | 1.16% | $553.9万 | 1.5万股 | $479.3万 | 1.5万股 | +29股+0.19% | 加仓 |
| IiShares安硕信托USMV |
| 0.97% | 1.1% | $448.0万 | 4.6万股 | $453.8万 | 4.9万股 | -2,492股-5.09% | 减仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.95% | 1.03% | $437.4万 | 9.3万股 | $427.8万 | 9.0万股 | +2,325股+2.57% | 加仓 |
| V先锋领航指数基金VTV |
| 0.94% | 0.94% | $433.9万 | 2.0万股 | $389.4万 | 2.0万股 | +67股+0.34% | 加仓 |
| S道富SPYX |
| 0.81% | 0.79% | $374.9万 | 6.1万股 | $326.0万 | 6.1万股 | -117股-0.19% | 减仓 |
| IiShares安硕信托IQLT |
| 0.8% | 0.85% | $370.1万 | 7.5万股 | $351.5万 | 7.6万股 | -1,333股-1.75% | 减仓 |
| IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG |
| 0.77% | 0.88% | $354.6万 | 14.1万股 | $364.4万 | 14.6万股 | -4,122股-2.83% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.75% | 0.82% | $347.3万 | 4.6万股 | $339.4万 | 4.6万股 | -30股-0.06% | 减仓 |
| F富达Covington信托FBCG |
| 0.73% | 0.49% | $336.1万 | 5.4万股 | $203.4万 | 4.1万股 | +1.4万股+33.32% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.72% | 0.8% | $333.3万 | 6.6万股 | $332.1万 | 6.6万股 | +166股+0.25% | 加仓 |
| G高盛ETF信托JUST |
| 0.66% | 0.61% | $303.9万 | 2.8万股 | $254.4万 | 2.8万股 | +982股+3.57% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.61% | 0.57% | $281.4万 | 2.5万股 | $237.1万 | 2.3万股 | +1,989股+8.67% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.56% | 0.52% | $257.4万 | 3.0万股 | $215.0万 | 2.8万股 | +2,227股+7.99% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.52% | 0.55% | $242.8万 | 2.0万股 | $226.2万 | 2.1万股 | -1,160股-5.52% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.44% | 0.42% | $202.0万 | 1.3万股 | $173.7万 | 1.3万股 | -58股-0.44% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.43% | 0.44% | $200.3万 | 2.8万股 | $180.6万 | 2.8万股 | -65股-0.23% | 减仓 |
| S嘉信·USSCHA |
| 0.42% | 0.38% | $194.3万 | 5.4万股 | $158.1万 | 5.4万股 | -588股-1.08% | 减仓 |
 道明尼能源D |
| 0.39% | 0.39% | $182.6万 | 2.7万股 | $160.2万 | 2.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.33% | 0.32% | $150.5万 | 1.0万股 | $131.6万 | 1.1万股 | -439股-4.15% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.32% | 0.3% | $148.1万 | 7,787股 | $123.9万 | 7,337股 | +450股+6.13% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.27% | 0.3% | $123.8万 | 4.5万股 | $122.4万 | 4.5万股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 0.26% | 0.34% | $121.6万 | 6,701股 | $141.0万 | 7,918股 | -1,217股-15.37% | 减仓 |
