| IiShares安硕信托IVV |
| 14.46% | 14.49% | $1.71亿 | 22.8万股 | $1.52亿 | 23.2万股 | -4,649股-2.00% | 减仓 |
| V先锋领航指数基金VUG |
| 11.07% | 10.81% | $1.31亿 | 151.6万股 | $1.13亿 | 25.9万股 | +125.7万股+484.66% | 加仓 |
| V先锋领航·MIDVO |
| 10.43% | 10.61% | $1.23亿 | 152.7万股 | $1.11亿 | 38.7万股 | +114.0万股+294.41% | 加仓 |
| V先锋领航指数基金VTV |
| 9.65% | 10.16% | $1.14亿 | 52.2万股 | $1.06亿 | 54.2万股 | -2.0万股-3.67% | 减仓 |
| IiShares安硕信托EFV |
| 5.69% | 6.38% | $6,715.4万 | 87.7万股 | $6,685.2万 | 89.9万股 | -2.2万股-2.44% | 减仓 |
| V先锋领航·FTSEVEA |
| 5.25% | 5.57% | $6,197.8万 | 87.0万股 | $5,840.7万 | 91.1万股 | -4.2万股-4.56% | 减仓 |
| IiShares安硕信托EFG |
| 5.06% | 5.17% | $5,967.2万 | 48.0万股 | $5,415.4万 | 48.6万股 | -6,657股-1.37% | 减仓 |
| IiShares安硕IEMG |
| 4.36% | 4.36% | $5,149.5万 | 62.2万股 | $4,564.2万 | 65.4万股 | -3.3万股-5.01% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.39% | 3.45% | $3,994.1万 | 118.0万股 | $3,612.8万 | 124.0万股 | -6.0万股-4.84% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.96% | 1.95% | $2,309.3万 | 21.7万股 | $2,047.1万 | 21.8万股 | -1,150股-0.53% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 1.95% | 1.92% | $2,294.7万 | 27.9万股 | $2,015.5万 | 28.3万股 | -4,670股-1.65% | 减仓 |
| AAvantis·U SAVUV |
| 1.91% | 1.95% | $2,255.4万 | 18.1万股 | $2,044.7万 | 18.5万股 | -4,314股-2.33% | 减仓 |
| V先锋领航指数基金VB |
| 1.91% | 1.92% | $2,252.8万 | 7.4万股 | $2,016.4万 | 7.7万股 | -2,666股-3.46% | 减仓 |
 美光科技MU |
| 1.68% | 0.55% | $1,977.3万 | 1.7万股 | $571.4万 | 1.7万股 | +218股+1.29% | 加仓 |
| DDimensional维度·USDFUV |
| 1.49% | 1.47% | $1,753.3万 | 31.9万股 | $1,540.7万 | 31.8万股 | +786股+0.25% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.21% | 1.23% | $1,430.7万 | 5.9万股 | $1,283.6万 | 5.9万股 | -206股-0.35% | 减仓 |
 苹果AAPL |
| 1.06% | 1.07% | $1,251.3万 | 4.3万股 | $1,124.3万 | 4.4万股 | -1,057股-2.39% | 减仓 |
| SSANDISK COMSNDK |
| 0.93% | 0.26% | $1,098.0万 | 4,829股 | $267.9万 | 4,216股 | +613股+14.54% | 加仓 |
| S嘉信策略信托SCHC |
| 0.84% | 0.9% | $996.5万 | 18.9万股 | $942.7万 | 19.3万股 | -3,802股-1.97% | 减仓 |
 卡特彼勒CAT |
| 0.81% | 0.61% | $959.6万 | 9,012股 | $638.2万 | 9,008股 | +4股+0.04% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.69% | 0.71% | $817.9万 | 18.0万股 | $743.6万 | 16.3万股 | +1.7万股+10.31% | 加仓 |
| S嘉信·USSCHX |
| 0.68% | 0.71% | $803.2万 | 27.3万股 | $747.8万 | 29.2万股 | -1.9万股-6.42% | 减仓 |
| S嘉信策略信托SCHM |
| 0.62% | 0.63% | $734.5万 | 19.9万股 | $656.0万 | 21.2万股 | -1.3万股-5.98% | 减仓 |
| IiShares安硕·S&PIVE |
| 0.59% | 0.62% | $700.4万 | 3.1万股 | $649.0万 | 3.1万股 | +109股+0.35% | 加仓 |
 西部数据WDC |
| 0.59% | 0.28% | $695.8万 | 1.1万股 | $294.1万 | 1.1万股 | +20股+0.18% | 加仓 |
| IISHARES HIGH YIELD MUNI ACTIVE ETFHIMU |
| 0.56% | 0.68% | $661.3万 | 13.3万股 | $711.1万 | 14.8万股 | -1.5万股-10.40% | 减仓 |
 埃克森美孚XOM |
| 0.56% | 0.85% | $660.0万 | 4.8万股 | $886.6万 | 5.2万股 | -3,982股-7.62% | 减仓 |
| IiShares安硕信托IEFA |
| 0.55% | 0.57% | $649.8万 | 6.7万股 | $602.3万 | 6.7万股 | +751股+1.13% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.54% | 0.52% | $631.6万 | 2.9万股 | $543.8万 | 2.9万股 | -130股-0.45% | 减仓 |
| V先锋领航指数基金VOO |
| 0.51% | 0.29% | $606.5万 | 8,831股 | $306.3万 | 5,126股 | +3,705股+72.28% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.51% | 0.56% | $597.7万 | 11.4万股 | $583.4万 | 11.2万股 | +1,863股+1.67% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.5% | 0.53% | $591.4万 | 9.9万股 | $552.7万 | 10.2万股 | -3,178股-3.11% | 减仓 |
| IiShares安硕信托EEM |
| 0.46% | 0.43% | $538.9万 | 7.9万股 | $454.2万 | 8.0万股 | -1,208股-1.51% | 减仓 |
 沃尔玛WMT |
| 0.28% | 0.35% | $331.8万 | 2.9万股 | $366.6万 | 2.9万股 | -197股-0.67% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.28% | 0.31% | $329.4万 | 6.1万股 | $319.7万 | 6.1万股 | +412股+0.68% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.26% | 0.27% | $306.5万 | 3.0万股 | $286.6万 | 3.0万股 | -10股-0.03% | 减仓 |
| V先锋领航指数基金VXF |
| 0.26% | 0.26% | $305.8万 | 1.2万股 | $275.3万 | 1.3万股 | -956股-7.15% | 减仓 |
| DDICKS SPORTING GOODSDKS |
| 0.26% | 0.25% | $301.9万 | 1.3万股 | $263.9万 | 1.3万股 | +5股+0.04% | 加仓 |
| IISHARES BROADUSIG |
| 0.24% | 0.25% | $281.8万 | 5.5万股 | $263.4万 | 5.1万股 | +3,522股+6.85% | 加仓 |
 好市多COST |
| 0.22% | 0.26% | $261.6万 | 2,796股 | $277.3万 | 2,783股 | +13股+0.47% | 加仓 |
| SSTELLAR BANCORPSTEL |
| 0.22% | 0.23% | $258.9万 | 6.6万股 | $241.1万 | 6.6万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 0.2% | 0.22% | $238.7万 | 9,164股 | $226.1万 | 9,151股 | +13股+0.14% | 加仓 |
 雪佛龙CVX |
| 0.19% | 0.32% | $229.0万 | 1.4万股 | $332.3万 | 1.6万股 | -2,250股-14.01% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.19% | 0.18% | $221.2万 | 7,362股 | $188.5万 | 7,601股 | -239股-3.14% | 减仓 |
 联合健康UNH |
| 0.19% | 0.14% | $220.5万 | 5,305股 | $142.0万 | 5,247股 | +58股+1.11% | 加仓 |
 微软MSFT |
| 0.18% | 0.2% | $213.5万 | 5,724股 | $209.8万 | 5,668股 | +56股+0.99% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.18% | 0.19% | $210.4万 | 4,205股 | $203.8万 | 4,253股 | -48股-1.13% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.17% | 0.17% | $204.0万 | 6.6万股 | $182.6万 | 6.6万股 | +31股+0.05% | 加仓 |
| I景顺QQQ信托VOO |
| 0.17% | 0.16% | $202.6万 | 2,751股 | $168.6万 | 2,922股 | -171股-5.85% | 减仓 |
 英伟达NVDA |
| 0.17% | 0.15% | $200.2万 | 1.0万股 | $152.0万 | 8,718股 | +1,286股+14.75% | 加仓 |
