| S嘉信·USSCHX |
| 14.22% | 11.85% | $1.09亿 | 369.5万股 | $7,677.7万 | 299.4万股 | +70.1万股+23.40% | 加仓 |
| S道富SPAB |
| 8.46% | 6.65% | $6,466.9万 | 253.4万股 | $4,306.5万 | 168.1万股 | +85.3万股+50.75% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 7.91% | 6.99% | $6,051.4万 | 72.3万股 | $4,527.2万 | 60.3万股 | +12.0万股+19.86% | 加仓 |
| IiShares安硕信托IVV |
| 4.34% | 4.5% | $3,316.5万 | 4.4万股 | $2,914.7万 | 4.5万股 | -334股-0.75% | 减仓 |
| J骏利亨德森JAAA |
| 4.23% | 4.46% | $3,231.1万 | 64.0万股 | $2,892.0万 | 57.4万股 | +6.6万股+11.46% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 4.16% | 5.23% | $3,183.9万 | 94.4万股 | $3,390.9万 | 100.5万股 | -6.1万股-6.09% | 减仓 |
| S道富SPYM |
| 3.67% | 3.84% | $2,804.9万 | 31.9万股 | $2,490.8万 | 32.5万股 | -6,249股-1.92% | 减仓 |
| S道富SPSM |
| 3.51% | 2.73% | $2,684.0万 | 46.5万股 | $1,770.5万 | 36.6万股 | +9.9万股+27.02% | 加仓 |
| IiShares安硕信托SGOV |
| 3.17% | 3.41% | $2,421.3万 | 24.1万股 | $2,208.5万 | 21.9万股 | +2.1万股+9.62% | 加仓 |
| G高盛ETF信托GSEW |
| 2.42% | 2.49% | $1,849.0万 | 19.6万股 | $1,611.0万 | 19.0万股 | +5,540股+2.91% | 加仓 |
| IiShares安硕信托GARP |
| 2.29% | 2.22% | $1,754.5万 | 21.3万股 | $1,435.7万 | 22.4万股 | -1.2万股-5.30% | 减仓 |
| NNYLI MACKAY DEFINEDTERM MUNI COMMMIN |
| 2.2% | 2.56% | $1,681.7万 | 69.5万股 | $1,660.5万 | 70.0万股 | -5,691股-0.81% | 减仓 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 2.1% | 1.88% | $1,606.4万 | 84.3万股 | $1,220.5万 | 64.9万股 | +19.4万股+29.96% | 加仓 |
| V先锋领航指数基金VV |
| 1.73% | 1.78% | $1,325.7万 | 3.9万股 | $1,153.6万 | 3.9万股 | -54股-0.14% | 减仓 |
| S道富SLYG |
| 1.73% | 0.41% | $1,325.1万 | 11.1万股 | $267.8万 | 2.8万股 | +8.4万股+301.28% | 加仓 |
| V先锋领航全球基金VGT |
| 1.66% | 1.43% | $1,272.5万 | 10.6万股 | $928.4万 | 1.3万股 | +9.3万股+700.17% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 1.66% | 2.07% | $1,266.4万 | 52.0万股 | $1,344.3万 | 55.8万股 | -3.8万股-6.74% | 减仓 |
| S嘉信策略信托SCHF |
| 1.25% | 1.31% | $952.9万 | 34.4万股 | $848.2万 | 34.3万股 | +1,276股+0.37% | 加仓 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 1.22% | 1.25% | $932.0万 | 25.8万股 | $808.8万 | 25.8万股 | +284股+0.11% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.08% | 1.15% | $826.0万 | 1.1万股 | $744.5万 | 1.1万股 | -386股-3.37% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.99% | 1.03% | $753.7万 | 6.1万股 | $666.0万 | 1.6万股 | +4.5万股+288.60% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.94% | 1.05% | $720.5万 | 7.7万股 | $679.2万 | 7.7万股 | +378股+0.49% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.9% | 0.92% | $689.0万 | 6.3万股 | $597.3万 | 6.3万股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.84% | 0.9% | $642.8万 | 12.8万股 | $584.5万 | 12.8万股 | -478股-0.37% | 减仓 |
| IiShares安硕信托DVY |
| 0.81% | 1.01% | $619.0万 | 4.0万股 | $652.2万 | 4.3万股 | -3,473股-8.06% | 减仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.8% | 0.76% | $614.2万 | 22.4万股 | $489.9万 | 18.0万股 | +4.3万股+23.92% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.8% | 0.88% | $611.3万 | 5.9万股 | $571.5万 | 5.9万股 | 00.00% | 持仓不变 |
| A美国世纪ETF信托AVLV |
| 0.79% | — | $605.6万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 0.78% | 0.79% | $599.5万 | 2.7万股 | $510.0万 | 2.7万股 | +733股+2.76% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.78% | 0.66% | $599.1万 | 8股 | $430.9万 | 6股 | +2股+33.33% | 加仓 |
| PPGIM ULTRAPULS |
| 0.78% | 0.9% | $594.5万 | 12.0万股 | $586.4万 | 11.8万股 | +1,511股+1.28% | 加仓 |
| S嘉信·USSCHA |
| 0.64% | 0.62% | $491.6万 | 13.6万股 | $401.1万 | 13.8万股 | -1,869股-1.36% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.63% | 0.71% | $480.5万 | 2.0万股 | $459.0万 | 2.1万股 | -1,034股-4.84% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.6% | 0.66% | $458.4万 | 2.9万股 | $429.6万 | 2.9万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.6% | 0.5% | $458.3万 | 9.1万股 | $324.0万 | 6.5万股 | +2.6万股+39.49% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.57% | 0.62% | $435.7万 | 5.6万股 | $400.4万 | 5.2万股 | +4,568股+8.85% | 加仓 |
| IiShares安硕信托ICF |
| 0.53% | 0.61% | $401.8万 | 5.9万股 | $394.4万 | 6.4万股 | -4,301股-6.75% | 减仓 |
| BBONDBLOXX SHORT DURATION ETFTAXX |
| 0.52% | 0.61% | $399.8万 | 7.9万股 | $398.3万 | 7.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.51% | 0.53% | $387.0万 | 5.0万股 | $340.7万 | 5.0万股 | -261股-0.52% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.5% | 0.58% | $382.7万 | 17.2万股 | $374.3万 | 16.8万股 | +4,139股+2.47% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.49% | 0.48% | $373.5万 | 1.2万股 | $308.4万 | 1.2万股 | -7股-0.06% | 减仓 |
| IiShares安硕信托IGRO |
| 0.47% | 0.53% | $360.9万 | 4.1万股 | $343.8万 | 4.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.47% | 0.56% | $360.0万 | 3.6万股 | $366.0万 | 3.7万股 | -492股-1.33% | 减仓 |
| G通用动力VTI |
| 0.46% | 0.56% | $351.9万 | 9,509股 | $360.9万 | 1.1万股 | -1,741股-15.48% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.44% | 0.44% | $336.8万 | 2.8万股 | $284.6万 | 2.8万股 | -673股-2.37% | 减仓 |
| PProShares信托NOBL |
| 0.44% | 0.49% | $335.6万 | 6.0万股 | $316.7万 | 3.0万股 | +3.0万股+100.00% | 加仓 |
| IiShares安硕·COREIJR |
| 0.4% | 0.42% | $303.3万 | 2.0万股 | $274.1万 | 2.2万股 | -1,601股-7.26% | 减仓 |
| IiShares安硕信托IEFA |
| 0.39% | 0.43% | $299.0万 | 3.1万股 | $276.7万 | 3.1万股 | +391股+1.28% | 加仓 |
| G高盛ETF信托GBIL |
| 0.38% | 0.44% | $290.7万 | 2.9万股 | $282.6万 | 2.8万股 | +823股+2.92% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.36% | 0.18% | $272.9万 | 7.8万股 | $118.8万 | 3.9万股 | +3.9万股+101.35% | 加仓 |
