| V先锋领航·FTSEVEA |
| 6.8% | 6.5% | $4,090.3万 | 57.4万股 | $3,248.7万 | 50.7万股 | +6.7万股+13.24% | 加仓 |
| G通用动力VTI |
| 5.09% | 5.21% | $3,058.9万 | 8.3万股 | $2,603.8万 | 8.1万股 | +1,502股+1.85% | 加仓 |
| V先锋领航指数基金VOO |
| 3.27% | 2.63% | $1,964.5万 | 2.9万股 | $1,313.9万 | 2.2万股 | +6,616股+30.09% | 加仓 |
| F第一信托交易所交易基金FYC |
| 2.47% | 2.2% | $1,483.4万 | 11.1万股 | $1,097.7万 | 9.9万股 | +1.2万股+12.35% | 加仓 |
| IiShares安硕信托IVV |
| 2.46% | 2.62% | $1,480.9万 | 2.0万股 | $1,309.2万 | 2.0万股 | -267股-1.33% | 减仓 |
 泛林集团LRCX |
| 2.46% | 1.36% | $1,477.8万 | 3.4万股 | $677.6万 | 3.2万股 | +2,387股+7.53% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 2.39% | 2.31% | $1,438.6万 | 33.3万股 | $1,156.3万 | 29.3万股 | +4.0万股+13.72% | 加仓 |
| F第一信托交易所交易基金VIDECM |
| 2.26% | 3.54% | $1,361.2万 | 40.4万股 | $1,769.3万 | 54.2万股 | -13.8万股-25.46% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 2.2% | 2.23% | $1,320.0万 | 7.6万股 | $1,114.6万 | 7.0万股 | +5,788股+8.23% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.18% | 2.39% | $1,312.1万 | 12.6万股 | $1,192.4万 | 12.3万股 | +3,546股+2.89% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 2.1% | 2.43% | $1,262.9万 | 22.3万股 | $1,214.7万 | 23.1万股 | -7,745股-3.35% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 1.77% | 1.91% | $1,061.5万 | 17.3万股 | $955.2万 | 17.5万股 | -1,744股-1.00% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.6% | 1.86% | $964.4万 | 6.3万股 | $928.0万 | 6.4万股 | -213股-0.33% | 减仓 |
| IiShares安硕·COREIJH |
| 1.57% | 1.71% | $947.0万 | 12.3万股 | $853.4万 | 12.6万股 | -3,563股-2.82% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.53% | 1.69% | $920.4万 | 9.4万股 | $844.2万 | 9.0万股 | +4,151股+4.63% | 加仓 |
| FFIDELITY FUNDAMENTAL SMALL-MID CAP ETFFFSM |
| 1.38% | — | $829.8万 | 21.7万股 | $0 | 0股 | +21.7万股 | 新买入 |
 博通AVGO |
| 1.37% | 1.18% | $822.6万 | 2.2万股 | $590.9万 | 1.9万股 | +2,686股+14.07% | 加仓 |
 苹果AAPL |
| 1.29% | 1.21% | $776.4万 | 2.7万股 | $603.3万 | 2.4万股 | +3,058股+12.86% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 1.23% | 1.07% | $738.2万 | 2.2万股 | $534.7万 | 1.8万股 | +3,674股+20.28% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIBUFH |
| 1.15% | 1.4% | $692.1万 | 32.3万股 | $698.5万 | 33.5万股 | -1.2万股-3.64% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.1% | 1.22% | $663.2万 | 3.1万股 | $608.7万 | 3.2万股 | -545股-1.72% | 减仓 |
| AAMEREN COMDHS |
| 1.04% | 1.2% | $625.3万 | 5.5万股 | $598.3万 | 5.5万股 | +223股+0.41% | 加仓 |
| IiShares安硕信托GVI |
| 1% | 1.15% | $604.3万 | 5.6万股 | $576.4万 | 5.4万股 | +1,848股+3.40% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 0.99% | 2.25% | $592.4万 | 5.2万股 | $1,122.2万 | 10.9万股 | -5.6万股-51.65% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI |
| 0.98% | 0.75% | $591.2万 | 19.9万股 | $374.5万 | 13.4万股 | +6.5万股+48.74% | 加仓 |
| F第一信托交易所交易基金VIDJAN |
| 0.93% | 1.06% | $556.5万 | 12.2万股 | $529.2万 | 12.4万股 | -2,194股-1.76% | 减仓 |
 卡特彼勒CAT |
| 0.86% | 0.63% | $518.7万 | 4,871股 | $315.3万 | 4,451股 | +420股+9.44% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.86% | 0.95% | $518.0万 | 9.6万股 | $476.0万 | 10.0万股 | -4,260股-4.25% | 减仓 |
 微软MSFT |
| 0.82% | 0.78% | $493.2万 | 1.3万股 | $391.3万 | 1.1万股 | +2,651股+25.08% | 加仓 |
 摩根大通JPM |
| 0.81% | 0.76% | $488.4万 | 1.5万股 | $380.5万 | 1.3万股 | +1,988股+15.37% | 加仓 |
 埃克森美孚XOM |
| 0.8% | 1.19% | $481.3万 | 3.5万股 | $592.6万 | 3.5万股 | +275股+0.79% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.79% | 0.67% | $472.5万 | 2.0万股 | $332.8万 | 1.8万股 | +2,018股+11.06% | 加仓 |
| I景顺自营指数基金BSMV |
| 0.75% | 0.84% | $453.3万 | 21.6万股 | $421.8万 | 20.2万股 | +1.4万股+6.95% | 加仓 |
| I景顺自营指数基金BSMR |
| 0.75% | 0.81% | $449.3万 | 19.0万股 | $406.6万 | 17.2万股 | +1.8万股+10.55% | 加仓 |
| I景顺自营指数基金BSMU |
| 0.73% | 0.81% | $437.7万 | 20.0万股 | $406.4万 | 18.6万股 | +1.3万股+7.19% | 加仓 |
| I景顺自营指数基金BSMW |
| 0.72% | 0.8% | $435.3万 | 17.3万股 | $401.0万 | 16.1万股 | +1.2万股+7.32% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.71% | 0.71% | $425.0万 | 18.3万股 | $354.3万 | 15.2万股 | +3.1万股+20.45% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 0.71% | 0.7% | $424.3万 | 16.8万股 | $347.8万 | 13.8万股 | +3.1万股+22.38% | 加仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.71% | 0.71% | $424.2万 | 20.4万股 | $356.7万 | 17.0万股 | +3.3万股+19.44% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 0.7% | 0.71% | $423.4万 | 19.4万股 | $355.3万 | 16.2万股 | +3.2万股+19.67% | 加仓 |
| I景顺自营指数基金BSMS |
| 0.7% | 0.79% | $421.8万 | 18.0万股 | $393.1万 | 16.8万股 | +1.2万股+7.11% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.69% | 0.73% | $413.6万 | 5,880股 | $362.7万 | 5,880股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDT |
| 0.69% | 0.71% | $412.9万 | 16.4万股 | $354.1万 | 14.0万股 | +2.4万股+16.98% | 加仓 |
| I景顺自营指数基金BSMT |
| 0.69% | 0.77% | $412.2万 | 17.9万股 | $382.9万 | 16.6万股 | +1.3万股+7.62% | 加仓 |
| IiShares安硕信托IBDS |
| 0.68% | 0.71% | $410.3万 | 16.9万股 | $353.0万 | 14.6万股 | +2.4万股+16.34% | 加仓 |
 艾伯维ABBV |
| 0.68% | 0.53% | $408.0万 | 1.6万股 | $267.0万 | 1.2万股 | +3,940股+32.10% | 加仓 |
| I景顺自营指数基金BSSX |
| 0.67% | 0.74% | $402.6万 | 15.6万股 | $367.9万 | 14.5万股 | +1.1万股+7.78% | 加仓 |
| IiShares安硕信托IBDY |
| 0.65% | 0.67% | $389.6万 | 15.1万股 | $332.3万 | 12.9万股 | +2.3万股+17.72% | 加仓 |
 强生JNJ |
| 0.64% | 0.63% | $387.5万 | 1.5万股 | $313.9万 | 1.3万股 | +2,419股+18.84% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.64% | 0.69% | $386.8万 | 9,446股 | $343.5万 | 9,633股 | -187股-1.94% | 减仓 |
