| S嘉信策略信托SCHC |
| 8.49% | 9.2% | $2,989.8万 | 56.7万股 | $2,711.9万 | 55.4万股 | +1.2万股+2.25% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 8.28% | 8.36% | $2,917.8万 | 86.2万股 | $2,462.9万 | 84.5万股 | +1.7万股+1.98% | 加仓 |
| S道富SPYM |
| 7.11% | 7.04% | $2,504.5万 | 28.5万股 | $2,075.3万 | 27.1万股 | +1.4万股+5.11% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 6.92% | 7.11% | $2,436.4万 | 70.0万股 | $2,096.4万 | 68.7万股 | +1.3万股+1.83% | 加仓 |
| V先锋领航指数基金VUG |
| 5.56% | 5.45% | $1,958.2万 | 22.7万股 | $1,605.9万 | 3.7万股 | +19.1万股+518.33% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 5.44% | 5.88% | $1,916.6万 | 24.8万股 | $1,734.7万 | 22.4万股 | +2.4万股+10.70% | 加仓 |
| B贝莱德ETF信托DYNF |
| 4.57% | 2.74% | $1,610.7万 | 23.7万股 | $807.7万 | 13.9万股 | +9.8万股+70.59% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 3.98% | 5.93% | $1,402.9万 | 6.4万股 | $1,748.7万 | 9.1万股 | -2.7万股-29.87% | 减仓 |
| V先锋领航指数基金VTV |
| 3.77% | 3.92% | $1,329.0万 | 6.1万股 | $1,154.7万 | 5.9万股 | +2,125股+3.61% | 加仓 |
| B贝莱德ETF信托BAI |
| 3.52% | 2.69% | $1,240.2万 | 23.5万股 | $793.6万 | 24.1万股 | -5,619股-2.33% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 3.5% | 1.2% | $1,231.6万 | 39.6万股 | $354.2万 | 12.7万股 | +26.9万股+211.40% | 加仓 |
| V先锋领航STAR基金VXUS |
| 3.23% | 2.12% | $1,137.4万 | 13.3万股 | $624.1万 | 8.1万股 | +5.2万股+64.38% | 加仓 |
| IiShares安硕IEMG |
| 3.17% | 2.99% | $1,115.0万 | 13.5万股 | $880.4万 | 12.6万股 | +8,385股+6.64% | 加仓 |
| IiShares安硕·COREIJR |
| 2.76% | 2.67% | $973.2万 | 6.6万股 | $788.4万 | 6.3万股 | +2,195股+3.46% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.73% | 2.8% | $963.3万 | 1.3万股 | $826.1万 | 1.3万股 | +197股+1.55% | 加仓 |
| V先锋领航白厅基金VNQ |
| 2.29% | 3.62% | $807.3万 | 8.6万股 | $1,066.5万 | 12.1万股 | -3.4万股-28.30% | 减仓 |
 英伟达NVDA |
| 1.97% | 2.04% | $693.2万 | 3.5万股 | $602.5万 | 3.5万股 | +98股+0.28% | 加仓 |
| IiShares安硕信托USMV |
| 1.96% | 2.35% | $690.6万 | 7.2万股 | $693.0万 | 7.5万股 | -3,136股-4.20% | 减仓 |
| S嘉信策略信托SCHD |
| 1.49% | 1.74% | $526.4万 | 16.6万股 | $512.1万 | 16.7万股 | -905股-0.54% | 减仓 |
 苹果AAPL |
| 1.37% | 1.44% | $484.3万 | 1.7万股 | $423.4万 | 1.7万股 | +53股+0.32% | 加仓 |
| IiShares安硕信托MTUM |
| 1.25% | 1.04% | $439.6万 | 1.3万股 | $306.8万 | 1.3万股 | +39股+0.31% | 加仓 |
| V先锋领航全球基金VDC |
| 1.11% | 1.36% | $390.5万 | 1.7万股 | $400.4万 | 1.8万股 | -511股-2.87% | 减仓 |
| S嘉信策略信托SCHF |
| 0.96% | 1.01% | $336.5万 | 12.1万股 | $297.3万 | 12.0万股 | +1,341股+1.12% | 加仓 |
| S道富SPSM |
| 0.91% | 0.91% | $320.8万 | 5.6万股 | $268.3万 | 5.6万股 | +102股+0.18% | 加仓 |
| C资本集团固定收益ETF信托BANFP |
| 0.86% | 0.87% | $303.6万 | 11.5万股 | $257.4万 | 9.8万股 | +1.7万股+17.50% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.69% | 0.74% | $244.8万 | 2.2万股 | $216.7万 | 2.3万股 | -483股-2.11% | 减仓 |
| V先锋领航指数基金VBK |
| 0.69% | 0.69% | $244.0万 | 6,672股 | $202.1万 | 6,685股 | -13股-0.19% | 减仓 |
| IiShares安硕信托GVI |
| 0.65% | 0.73% | $227.3万 | 2.1万股 | $214.7万 | 2.0万股 | +903股+4.47% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.6% | 0.7% | $212.6万 | 7.7万股 | $205.5万 | 7.6万股 | +1,716股+2.27% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.56% | 0.58% | $196.1万 | 6.8万股 | $170.2万 | 6.8万股 | -96股-0.14% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.45% | 0.47% | $157.7万 | 6,666股 | $139.6万 | 6,491股 | +175股+2.70% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.43% | 0.45% | $152.1万 | 6,029股 | $132.8万 | 7,320股 | -1,291股-17.64% | 减仓 |
 亚马逊AMZN |
| 0.42% | 0.43% | $148.0万 | 6,212股 | $125.3万 | 6,016股 | +196股+3.26% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.4% | 0.47% | $139.9万 | 2,796股 | $138.7万 | 2,894股 | -98股-3.39% | 减仓 |
| V先锋领航指数基金VOO |
| 0.39% | 0.38% | $136.2万 | 1,983股 | $110.9万 | 1,856股 | +127股+6.84% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTGRW |
| 0.34% | 0.35% | $120.7万 | 2.5万股 | $102.4万 | 2.5万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.34% | 0.33% | $120.5万 | 3.3万股 | $96.5万 | 3.3万股 | +169股+0.51% | 加仓 |
| S道富SLYG |
| 0.34% | 0.35% | $119.6万 | 1.0万股 | $102.6万 | 1.1万股 | -573股-5.40% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.33% | 0.31% | $115.4万 | 2.8万股 | $90.6万 | 2.5万股 | +2,622股+10.30% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.32% | 0.28% | $114.2万 | 4,000股 | $83.2万 | 4,000股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.31% | 0.3% | $108.8万 | 3,043股 | $87.5万 | 3,042股 | +1股+0.03% | 加仓 |
 博通AVGO |
| 0.27% | 0.26% | $95.5万 | 2,528股 | $76.1万 | 2,459股 | +69股+2.81% | 加仓 |
 康宁GLW |
| 0.26% | 0.17% | $92.3万 | 3,615股 | $49.2万 | 3,615股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.26% | 0.29% | $91.6万 | 2,454股 | $86.4万 | 2,334股 | +120股+5.14% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.24% | 0.31% | $85.5万 | 8,354股 | $91.0万 | 1.2万股 | -3,221股-27.83% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.24% | 0.26% | $84.9万 | 3,494股 | $75.7万 | 3,483股 | +11股+0.32% | 加仓 |
| IiShares安硕信托EFAV |
| 0.23% | 0.33% | $81.7万 | 9,316股 | $96.5万 | 1.1万股 | -1,240股-11.75% | 减仓 |
| V先锋领航·TOTALBND |
| 0.2% | 0.28% | $71.0万 | 9,676股 | $83.5万 | 1.1万股 | -1,664股-14.67% | 减仓 |
| RRICHMOND MUT BANCORPORATION COMRMBI |
| 0.19% | 0.2% | $68.3万 | 4.3万股 | $58.4万 | 4.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.19% | 0.21% | $66.5万 | 2,195股 | $62.8万 | 2,398股 | -203股-8.47% | 减仓 |
