| SSPDR道富系列信托SPYG |
| 8.93% | 0.75% | $2,115.8万 | 17.8万股 | $95.8万 | 9,781股 | +16.8万股+1,717.97% | 加仓 |
| S道富SPYV |
| 8.29% | 0.68% | $1,963.2万 | 32.3万股 | $86.7万 | 1.5万股 | +30.8万股+2,007.72% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 6.11% | 10.76% | $1,448.4万 | 28.2万股 | $1,364.9万 | 26.9万股 | +1.3万股+4.66% | 加仓 |
| S道富SPTI |
| 5.75% | 0.45% | $1,362.4万 | 48.0万股 | $57.2万 | 2.0万股 | +46.0万股+2,303.15% | 加仓 |
| S道富SPIB |
| 4.76% | 10.28% | $1,128.1万 | 33.7万股 | $1,303.7万 | 38.9万股 | -5.2万股-13.26% | 减仓 |
| S道富SPSM |
| 4.43% | 1.99% | $1,050.6万 | 18.2万股 | $252.5万 | 5.2万股 | +13.0万股+248.61% | 加仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 3.72% | 6.47% | $880.9万 | 23.9万股 | $820.7万 | 24.2万股 | -2,468股-1.02% | 减仓 |
| SSPDR道富指数基金SPDW |
| 3.55% | 0.3% | $840.9万 | 16.7万股 | $37.9万 | 8,292股 | +15.9万股+1,912.42% | 加仓 |
| SSPDR道富系列信托SPTM |
| 3.32% | 5.18% | $787.4万 | 8.7万股 | $657.8万 | 8.3万股 | +3,534股+4.25% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 2.84% | 4.85% | $671.9万 | 15.1万股 | $614.9万 | 15.8万股 | -6,775股-4.28% | 减仓 |
| SSPDR道富系列信托SPMB |
| 2.72% | 0.31% | $645.4万 | 28.9万股 | $39.9万 | 1.8万股 | +27.1万股+1,524.57% | 加仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 2.67% | — | $631.9万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| NNUSHARES ETF TRNULG |
| 2.26% | 3.46% | $534.3万 | 4.6万股 | $439.4万 | 4.8万股 | -2,671股-5.53% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.17% | 1.92% | $514.3万 | 5.0万股 | $243.6万 | 2.5万股 | +2.5万股+96.33% | 加仓 |
| C资本集团成长ETFCGGR |
| 2.11% | 3.21% | $499.3万 | 10.6万股 | $406.7万 | 10.1万股 | +4,597股+4.54% | 加仓 |
| C资本集团股息价值CCBG |
| 2.06% | 3.17% | $487.8万 | 9.9万股 | $401.9万 | 9.4万股 | +4,496股+4.76% | 加仓 |
| F第一信托交易所交易基金IIIFSMB |
| 2.01% | 3.32% | $475.8万 | 23.8万股 | $421.5万 | 21.1万股 | +2.7万股+12.72% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.94% | 0.16% | $458.9万 | 8.9万股 | $20.4万 | 4,359股 | +8.4万股+1,932.97% | 加仓 |
| IiShares安硕信托ITOT |
| 1.87% | 2.96% | $443.2万 | 2.7万股 | $375.6万 | 2.7万股 | +521股+1.96% | 加仓 |
| IiShares安硕信托DSI |
| 1.86% | 2.91% | $440.3万 | 3.1万股 | $369.6万 | 3.1万股 | +421股+1.38% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 1.69% | 2.6% | $401.1万 | 9.0万股 | $329.7万 | 8.6万股 | +4,374股+5.10% | 加仓 |
| FFIRST TRUST S&P REIT INDEX FUNDFRI |
| 1.65% | 2.43% | $390.6万 | 12.3万股 | $308.5万 | 10.8万股 | +1.5万股+13.67% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 1.45% | 2.07% | $344.0万 | 7.7万股 | $263.0万 | 5.9万股 | +1.8万股+30.94% | 加仓 |
| NNUVEEN ESGNUSC |
| 1.38% | 4.55% | $326.5万 | 6.3万股 | $577.0万 | 12.8万股 | -6.5万股-51.08% | 减仓 |
| IiShares安硕ESGE |
| 1.34% | 1.52% | $317.6万 | 5.8万股 | $192.9万 | 4.2万股 | +1.6万股+36.89% | 加仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.31% | 2.06% | $309.5万 | 8.9万股 | $261.4万 | 8.9万股 | +772股+0.87% | 加仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 1.3% | 2.05% | $308.6万 | 7.1万股 | $260.0万 | 6.0万股 | +1.1万股+19.15% | 加仓 |
| S道富SLYG |
| 1.27% | — | $301.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| C资本集团固定收益ETF信托CGCB |
| 1.24% | 2.04% | $292.9万 | 11.2万股 | $258.4万 | 9.8万股 | +1.3万股+13.70% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.22% | — | $289.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| FFIRST TRUST TACTICAL HIGH YIELD ETFHYLS |
| 1.02% | 1.56% | $240.9万 | 5.9万股 | $197.8万 | 4.9万股 | +1.1万股+21.59% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 1.02% | 1.55% | $240.7万 | 12.5万股 | $196.7万 | 10.4万股 | +2.1万股+20.49% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.95% | 1.25% | $225.0万 | 2.8万股 | $158.6万 | 2.3万股 | +4,523股+19.47% | 加仓 |
| IiShares安硕信托TIP |
| 0.89% | 1.38% | $211.8万 | 1.9万股 | $175.6万 | 1.6万股 | +3,442股+21.64% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.83% | 1.37% | $196.6万 | 8.8万股 | $174.0万 | 7.8万股 | +1.0万股+13.24% | 加仓 |
| F第一信托·USTFVD |
| 0.82% | 1.21% | $195.0万 | 4.0万股 | $154.1万 | 3.3万股 | +7,711股+23.53% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.79% | 1.18% | $186.9万 | 3.8万股 | $150.1万 | 3.0万股 | +7,413股+24.59% | 加仓 |
| IiShares安硕信托USMV |
| 0.64% | — | $152.4万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| IiShares安硕信托LQD |
| 0.56% | 0.87% | $133.8万 | 1.2万股 | $110.5万 | 1.0万股 | +2,131股+21.02% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.46% | 0.69% | $108.4万 | 2.9万股 | $87.5万 | 2.8万股 | +1,236股+4.46% | 加仓 |
 FIRST FINANCIALTHFF |
| 0.45% | 0.79% | $106.8万 | 1.3万股 | $100.5万 | 1.6万股 | -3,522股-21.65% | 减仓 |
| FFIRST TR EXCHANGE-TRADED FD IV INTERMEDIATE DURATION INVT GRADE CORPORATE ETFFIIG |
| 0.42% | — | $98.6万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| C资本集团固定收益ETF信托CGMS |
| 0.4% | 0.65% | $94.8万 | 3.5万股 | $82.3万 | 3.0万股 | +4,448股+14.72% | 加仓 |
 iShares安硕·MBSACGL |
| 0.38% | 0.59% | $88.9万 | 9,402股 | $75.0万 | 7,900股 | +1,502股+19.01% | 加仓 |
| CCCM AFFORDABLE HOUSING MBS ETFOWNS |
| 0.36% | 0.62% | $84.5万 | 4.9万股 | $79.1万 | 4.6万股 | +3,281股+7.19% | 加仓 |
| VVanEck ETF信托EMLC |
| 0.34% | 0.59% | $81.7万 | 3.4万股 | $75.4万 | 3.1万股 | +2,383股+7.57% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.34% | 0.55% | $80.5万 | 2.8万股 | $69.8万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.28% | 0.23% | $66.9万 | 7,006股 | $28.9万 | 3,337股 | +3,669股+109.95% | 加仓 |
| IiShares安硕信托GJS |
| 0.23% | — | $55.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| SST SRT SPDR PORTFOLIO TIPS ET ETF IVSPIP |
| 0.23% | 0.37% | $55.0万 | 2.1万股 | $46.5万 | 1.8万股 | +3,560股+19.93% | 加仓 |
