| S嘉信策略信托SCHF |
| 9.6% | 9.22% | $1,518.9万 | 54.8万股 | $1,393.5万 | 56.3万股 | -1.5万股-2.61% | 减仓 |
| S嘉信·USSCHP |
| 6.73% | 7.03% | $1,064.4万 | 40.2万股 | $1,062.1万 | 39.9万股 | +2,510股+0.63% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 6.08% | 5.73% | $962.5万 | 33.2万股 | $867.1万 | 34.5万股 | -1.3万股-3.79% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.95% | 5.45% | $941.6万 | 1.3万股 | $823.7万 | 1.3万股 | -57股-0.45% | 减仓 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 5.07% | 4.91% | $801.7万 | 26.3万股 | $742.1万 | 27.3万股 | -9,600股-3.52% | 减仓 |
| V先锋领航指数基金VB |
| 4.7% | 4.35% | $744.2万 | 2.5万股 | $657.0万 | 2.5万股 | -533股-2.12% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.25% | 4.11% | $673.2万 | 2.8万股 | $621.4万 | 2.9万股 | -444股-1.54% | 减仓 |
| IiShares安硕信托IWD |
| 4.18% | 3.89% | $661.4万 | 2.7万股 | $588.4万 | 2.8万股 | -259股-0.94% | 减仓 |
| TTidal·TRUST IITFPN |
| 4.07% | 3.88% | $643.5万 | 20.4万股 | $587.1万 | 21.1万股 | -6,873股-3.26% | 减仓 |
| S嘉信策略信托SCHE |
| 3.74% | 3.67% | $591.7万 | 16.3万股 | $555.5万 | 16.9万股 | -5,421股-3.22% | 减仓 |
| IiShares安硕信托TIP |
| 3.49% | 3.76% | $552.1万 | 5.0万股 | $568.4万 | 5.2万股 | -1,054股-2.05% | 减仓 |
| IiShares安硕信托IJK |
| 3.3% | 2.97% | $522.8万 | 4.4万股 | $448.5万 | 4.5万股 | -81股-0.18% | 减仓 |
| IiShares安硕信托IJJ |
| 3.01% | 2.83% | $475.6万 | 3.2万股 | $427.5万 | 3.2万股 | -66股-0.20% | 减仓 |
| S嘉信策略信托SCHC |
| 2.74% | 2.72% | $433.3万 | 8.2万股 | $410.9万 | 8.4万股 | -1,865股-2.22% | 减仓 |
| TTWO RDS SHARED TRCGV |
| 2.38% | 2.51% | $376.0万 | 24.2万股 | $379.3万 | 24.6万股 | -3,472股-1.41% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.37% | 2.16% | $375.8万 | 3.0万股 | $327.0万 | 7,669股 | +2.3万股+294.68% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.24% | 2.18% | $354.7万 | 4.7万股 | $330.2万 | 4.8万股 | -1,615股-3.35% | 减仓 |
| IiShares安硕·COREIJH |
| 2.13% | 2% | $336.6万 | 4.4万股 | $302.4万 | 4.5万股 | -1,126股-2.51% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.1% | 2.02% | $331.6万 | 1.6万股 | $305.1万 | 1.6万股 | -310股-1.95% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.03% | 1.94% | $321.1万 | 5.4万股 | $293.9万 | 5.4万股 | -589股-1.08% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.6% | 1.49% | $252.7万 | 2.4万股 | $224.8万 | 2.4万股 | -211股-0.88% | 减仓 |
 苹果AAPL |
| 1.56% | 1.46% | $246.7万 | 8,524股 | $220.2万 | 8,678股 | -154股-1.77% | 减仓 |
 AFLAC COMAFL |
| 1.5% | 1.47% | $236.8万 | 2.0万股 | $221.5万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.43% | 1.44% | $226.2万 | 2.2万股 | $217.7万 | 2.2万股 | -645股-2.88% | 减仓 |
| G通用动力VTI |
| 0.98% | 0.94% | $154.3万 | 4,171股 | $141.4万 | 4,408股 | -237股-5.38% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.82% | 0.87% | $129.8万 | 1.6万股 | $131.8万 | 1.6万股 | -156股-0.98% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.71% | 0.69% | $112.0万 | 7,138股 | $104.1万 | 7,528股 | -390股-5.18% | 减仓 |
 英伟达NVDA |
| 0.64% | 0.57% | $100.5万 | 5,023股 | $86.9万 | 4,984股 | +39股+0.78% | 加仓 |
 微软MSFT |
| 0.63% | 0.66% | $99.1万 | 2,658股 | $99.4万 | 2,685股 | -27股-1.01% | 减仓 |
 强生JNJ |
| 0.59% | 0.59% | $92.9万 | 3,656股 | $89.4万 | 3,656股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.52% | 0.44% | $82.1万 | 2,298股 | $66.1万 | 2,300股 | -2股-0.09% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.49% | $81.2万 | 1,154股 | $73.8万 | 1,197股 | -43股-3.59% | 减仓 |
| WWISDOMTREE INTERNATIONALEQUITY FUNDDWM |
| 0.5% | 0.52% | $79.2万 | 1.1万股 | $78.9万 | 1.1万股 | -469股-4.16% | 减仓 |
| IiShares安硕·COREIJR |
| 0.49% | 0.44% | $77.5万 | 5,224股 | $66.3万 | 5,331股 | -107股-2.01% | 减仓 |
 埃克森美孚XOM |
| 0.49% | 0.63% | $77.1万 | 5,640股 | $95.7万 | 5,640股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.43% | 0.39% | $68.1万 | 2,859股 | $58.6万 | 2,816股 | +43股+1.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.36% | $67.9万 | 1,923股 | $55.2万 | 1,923股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.42% | 0.4% | $66.8万 | 2,042股 | $60.5万 | 2,058股 | -16股-0.78% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.42% | 0.39% | $66.1万 | 4,208股 | $58.2万 | 4,208股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.4% | 0.29% | $63.0万 | 592股 | $43.4万 | 613股 | -21股-3.43% | 减仓 |
| JJPMORGAN U.S. MOMENTUM FACTORJMOM |
| 0.38% | 0.31% | $59.9万 | 7,010股 | $47.6万 | 7,010股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITB |
| 0.35% | 0.32% | $55.7万 | 5,328股 | $48.2万 | 5,328股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.34% | 0.47% | $53.4万 | 1,414股 | $71.7万 | 2,316股 | -902股-38.95% | 减仓 |
 家得宝HD |
| 0.33% | 0.32% | $52.4万 | 1,486股 | $48.8万 | 1,485股 | +1股+0.07% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.32% | 0.37% | $50.1万 | 9,349股 | $55.7万 | 1.1万股 | -1,937股-17.16% | 减仓 |
 思科CSCO |
| 0.31% | 0.21% | $48.8万 | 4,155股 | $32.2万 | 4,155股 | 00.00% | 持仓不变 |
| IISHARES MORNINGSTAR US EQUITY ETFILCB |
| 0.29% | 0.27% | $46.7万 | 4,502股 | $40.5万 | 4,502股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.26% | 0.26% | $41.6万 | 5,117股 | $38.9万 | 5,117股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.26% | 0.24% | $41.0万 | 1,688股 | $36.7万 | 1,688股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.26% | 0.25% | $40.6万 | 2,572股 | $38.1万 | 2,572股 | 00.00% | 持仓不变 |
