| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 12.59% | 12.02% | $5.06亿 | 1,495.2万股 | $4.38亿 | 1,503.2万股 | -8.0万股-0.53% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 8.85% | 8.56% | $3.56亿 | 1,021.3万股 | $3.12亿 | 1,021.7万股 | -4,576股-0.04% | 减仓 |
| S嘉信策略信托SCHF |
| 5.26% | 4.97% | $2.11亿 | 762.5万股 | $1.81亿 | 731.7万股 | +30.8万股+4.21% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 4.59% | 4.92% | $1.84亿 | 797.5万股 | $1.79亿 | 771.1万股 | +26.5万股+3.43% | 加仓 |
| S嘉信策略信托SCHD |
| 4.26% | 4.64% | $1.71亿 | 539.4万股 | $1.69亿 | 550.8万股 | -11.4万股-2.06% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF |
| 3.85% | 3.52% | $1.55亿 | 192.4万股 | $1.28亿 | 178.8万股 | +13.6万股+7.62% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 3.03% | 3.19% | $1.22亿 | 251.9万股 | $1.16亿 | 243.4万股 | +8.5万股+3.50% | 加仓 |
| SSPDR道富系列信托SPTL |
| 2.97% | 3.12% | $1.19亿 | 454.7万股 | $1.13亿 | 431.4万股 | +23.3万股+5.40% | 加仓 |
| AAvantis·U SAVUV |
| 2.68% | 2.62% | $1.08亿 | 86.4万股 | $9,528.8万 | 86.3万股 | +1,890股+0.22% | 加仓 |
| A美国世纪ETF信托AVEM |
| 2.56% | 2.38% | $1.03亿 | 106.5万股 | $8,678.0万 | 107.7万股 | -1.2万股-1.08% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 2.3% | 2.31% | $9,235.8万 | 227.1万股 | $8,417.1万 | 230.0万股 | -2.9万股-1.28% | 减仓 |
| S道富MDYV |
| 2.25% | 2.15% | $9,032.3万 | 95.2万股 | $7,819.1万 | 91.8万股 | +3.4万股+3.70% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 2.02% | 2.16% | $8,098.4万 | 172.5万股 | $7,884.1万 | 167.5万股 | +5.1万股+3.02% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 1.68% | 1.7% | $6,764.8万 | 133.5万股 | $6,204.6万 | 124.1万股 | +9.4万股+7.60% | 加仓 |
| IiShares安硕信托GVI |
| 1.44% | 1.44% | $5,780.5万 | 53.7万股 | $5,261.4万 | 49.6万股 | +4.1万股+8.37% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.12% | 1.08% | $4,500.6万 | 36.2万股 | $3,948.4万 | 9.3万股 | +27.0万股+291.42% | 加仓 |
| V先锋领航指数基金VOO |
| 1.1% | 1.07% | $4,410.6万 | 6.4万股 | $3,879.2万 | 6.5万股 | -699股-1.08% | 减仓 |
| F第一信托交易所交易基金IIIFMB |
| 1.07% | 1.17% | $4,300.7万 | 83.7万股 | $4,270.2万 | 84.3万股 | -5,655股-0.67% | 减仓 |
 苹果AAPL |
| 1.06% | 1.03% | $4,246.4万 | 14.7万股 | $3,747.9万 | 14.8万股 | -922股-0.62% | 减仓 |
| S道富SLYG |
| 1.05% | 0.88% | $4,199.8万 | 35.3万股 | $3,222.3万 | 33.3万股 | +1.9万股+5.71% | 加仓 |
| SSPDR道富系列信托HYMB |
| 1.04% | 1.14% | $4,187.8万 | 164.6万股 | $4,170.4万 | 168.2万股 | -3.5万股-2.11% | 减仓 |
| S道富MDYG |
| 0.97% | 0.85% | $3,899.9万 | 34.8万股 | $3,089.1万 | 32.2万股 | +2.6万股+8.08% | 加仓 |
| AALPS ETF信托IDOG |
| 0.95% | 1.07% | $3,827.0万 | 92.9万股 | $3,904.7万 | 93.7万股 | -8,126股-0.87% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.95% | 0.95% | $3,807.5万 | 44.5万股 | $3,464.8万 | 44.9万股 | -3,949股-0.88% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.9% | 1.03% | $3,630.2万 | 15.3万股 | $3,751.9万 | 17.4万股 | -2.1万股-12.06% | 减仓 |
| S道富SPYV |
| 0.77% | 0.85% | $3,094.9万 | 50.9万股 | $3,083.0万 | 54.5万股 | -3.6万股-6.57% | 减仓 |
| IiShares安硕信托IVW |
| 0.62% | 0.58% | $2,475.4万 | 18.0万股 | $2,118.3万 | 18.7万股 | -7,288股-3.89% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.58% | 0.62% | $2,348.9万 | 41.6万股 | $2,240.8万 | 39.5万股 | +2.1万股+5.20% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.51% | 0.47% | $2,048.4万 | 5.2万股 | $1,718.9万 | 5.5万股 | -2,781股-5.08% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.48% | 0.48% | $1,927.9万 | 17.7万股 | $1,738.0万 | 18.4万股 | -7,070股-3.85% | 减仓 |
| V先锋领航市政债券基金VTEI |
| 0.47% | 0.52% | $1,891.2万 | 18.7万股 | $1,901.9万 | 19.0万股 | -3,000股-1.58% | 减仓 |
 微软MSFT |
| 0.47% | 0.53% | $1,880.4万 | 5.0万股 | $1,913.5万 | 5.2万股 | -1,283股-2.48% | 减仓 |
| IiShares安硕信托IWS |
| 0.46% | 0.46% | $1,833.8万 | 11.1万股 | $1,663.4万 | 11.4万股 | -2,726股-2.39% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.45% | 0.46% | $1,807.6万 | 19.4万股 | $1,688.5万 | 19.1万股 | +2,701股+1.42% | 加仓 |
| V先锋领航指数基金VBK |
| 0.45% | 0.42% | $1,803.1万 | 4.9万股 | $1,527.2万 | 5.1万股 | -1,221股-2.42% | 减仓 |
 英伟达NVDA |
| 0.44% | 0.44% | $1,767.2万 | 8.8万股 | $1,616.5万 | 9.3万股 | -4,369股-4.71% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.43% | 0.42% | $1,714.8万 | 42.6万股 | $1,538.7万 | 45.4万股 | -2.8万股-6.15% | 减仓 |
 博通AVGO |
| 0.42% | 0.39% | $1,691.8万 | 4.5万股 | $1,421.0万 | 4.6万股 | -1,124股-2.45% | 减仓 |
 摩根大通JPM |
| 0.41% | 0.41% | $1,644.3万 | 5.0万股 | $1,483.9万 | 5.0万股 | -213股-0.42% | 减仓 |
 迪尔DE |
| 0.4% | 0.39% | $1,611.3万 | 2.5万股 | $1,424.9万 | 2.5万股 | +106股+0.42% | 加仓 |
 思科CSCO |
| 0.4% | 0.3% | $1,610.5万 | 13.7万股 | $1,087.8万 | 14.0万股 | -3,096股-2.21% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.39% | 0.39% | $1,567.6万 | 10.7万股 | $1,432.2万 | 11.2万股 | -4,719股-4.22% | 减仓 |
 艾伯维ABBV |
| 0.38% | 0.36% | $1,544.5万 | 6.1万股 | $1,323.9万 | 6.1万股 | +504股+0.83% | 加仓 |
| DDimensional维度ETF信托DFSV |
| 0.38% | 0.4% | $1,525.4万 | 39.3万股 | $1,449.9万 | 41.4万股 | -2.1万股-4.97% | 减仓 |
 可口可乐KO |
| 0.35% | 0.36% | $1,397.2万 | 17.2万股 | $1,315.9万 | 17.3万股 | -1,114股-0.64% | 减仓 |
 德州仪器TXN |
| 0.34% | 0.25% | $1,382.6万 | 4.6万股 | $918.4万 | 4.7万股 | -922股-1.95% | 减仓 |
| FFASTENAL COMFAST |
| 0.34% | 0.36% | $1,374.6万 | 28.6万股 | $1,319.6万 | 28.4万股 | +1,813股+0.64% | 加仓 |
 埃克森美孚XOM |
| 0.34% | 0.46% | $1,370.4万 | 10.0万股 | $1,666.5万 | 9.8万股 | +2,008股+2.04% | 加仓 |
| V先锋领航指数基金VOT |
| 0.34% | 0.32% | $1,364.0万 | 4.5万股 | $1,177.0万 | 4.6万股 | -1,202股-2.63% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.33% | 0.34% | $1,331.6万 | 23.6万股 | $1,224.5万 | 23.3万股 | +2,533股+1.09% | 加仓 |
