| S嘉信策略信托SCHD |
| 10.74% | 11.95% | $1,246.6万 | 39.3万股 | $1,236.5万 | 40.3万股 | -9,929股-2.46% | 减仓 |
| S嘉信策略信托SCHM |
| 8.84% | 8.98% | $1,026.9万 | 27.9万股 | $929.5万 | 30.0万股 | -2.2万股-7.24% | 减仓 |
| S嘉信·USSCHX |
| 7.75% | 7.58% | $899.9万 | 30.6万股 | $783.9万 | 30.6万股 | +24股+0.01% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 6.71% | 6.94% | $778.9万 | 15.3万股 | $718.3万 | 14.1万股 | +1.2万股+8.23% | 加仓 |
| S嘉信·USSCHA |
| 6.62% | 6.69% | $768.1万 | 21.3万股 | $692.4万 | 23.8万股 | -2.5万股-10.70% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.98% | 3.88% | $462.6万 | 13.7万股 | $401.8万 | 13.8万股 | -1,226股-0.89% | 减仓 |
 苹果AAPL |
| 3.86% | 4.15% | $448.0万 | 1.5万股 | $429.3万 | 1.7万股 | -1,432股-8.47% | 减仓 |
 摩根大通JPM |
| 3.78% | 3.85% | $438.9万 | 1.3万股 | $398.4万 | 1.4万股 | -134股-0.99% | 减仓 |
| SSPDR道富系列信托SJNK |
| 3.53% | 3.47% | $409.9万 | 16.4万股 | $359.5万 | 14.4万股 | +2.0万股+13.79% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.99% | 3.12% | $347.4万 | 1.8万股 | $322.7万 | 1.8万股 | +69股+0.39% | 加仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 2.57% | 2.21% | $297.9万 | 1.8万股 | $228.2万 | 1.6万股 | +1,772股+11.26% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.36% | 2.32% | $274.5万 | 1.1万股 | $239.7万 | 1.1万股 | +262股+2.37% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 2.04% | 2.02% | $237.1万 | 6.8万股 | $208.6万 | 6.8万股 | -279股-0.41% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.73% | 1.68% | $201.4万 | 2.1万股 | $173.5万 | 1.8万股 | +2,097股+11.39% | 加仓 |
 艾伯维ABBV |
| 1.67% | 1.62% | $193.4万 | 7,687股 | $167.2万 | 7,687股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1.58% | 1.1% | $183.0万 | 1.2万股 | $113.3万 | 7,653股 | +3,927股+51.31% | 加仓 |
| S嘉信策略信托SCHF |
| 1.19% | 1.19% | $138.2万 | 5.0万股 | $123.4万 | 5.0万股 | +36股+0.07% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 1.1% | 1.23% | $127.3万 | 5.2万股 | $127.5万 | 5.2万股 | +44股+0.09% | 加仓 |
| I景顺QQQ信托VOO |
| 0.96% | 0.85% | $111.6万 | 1,515股 | $87.5万 | 1,515股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.96% | 1.08% | $111.6万 | 1.8万股 | $112.2万 | 1.8万股 | +9股+0.05% | 加仓 |
| V先锋领航指数基金VBK |
| 0.93% | 0.77% | $108.5万 | 2,967股 | $79.6万 | 2,633股 | +334股+12.69% | 加仓 |
 强生JNJ |
| 0.93% | 1.03% | $108.4万 | 4,268股 | $106.3万 | 4,348股 | -80股-1.84% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.84% | 0.76% | $97.7万 | 8,209股 | $79.1万 | 8,074股 | +135股+1.67% | 加仓 |
 FLOWSERVEFLS |
| 0.82% | 0.91% | $95.2万 | 1.3万股 | $94.4万 | 1.3万股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.75% | 0.76% | $87.4万 | 2.8万股 | $78.2万 | 2.8万股 | +20股+0.07% | 加仓 |
| IiShares安硕信托DGRO |
| 0.75% | 0.62% | $86.7万 | 1.1万股 | $64.2万 | 9,147股 | +2,295股+25.09% | 加仓 |
| AAvantis·U SAVUV |
| 0.69% | 0.72% | $80.6万 | 6,463股 | $74.7万 | 6,764股 | -301股-4.45% | 减仓 |
| F富达Covington信托FDVV |
| 0.66% | 0.52% | $77.2万 | 1.3万股 | $53.3万 | 9,654股 | +3,150股+32.63% | 加仓 |
| V先锋领航·MIDVO |
| 0.65% | 0.52% | $75.4万 | 9,356股 | $54.1万 | 1,884股 | +7,472股+396.60% | 加仓 |
 微软MSFT |
| 0.59% | 0.55% | $68.3万 | 1,830股 | $56.4万 | 1,525股 | +305股+20.00% | 加仓 |
| S嘉信策略信托SCHC |
| 0.58% | 0.52% | $66.8万 | 1.3万股 | $53.8万 | 1.1万股 | +1,665股+15.14% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.55% | 0.62% | $63.6万 | 8,042股 | $63.6万 | 8,029股 | +13股+0.16% | 加仓 |
| F富达Covington信托FENI |
| 0.47% | 0.29% | $54.4万 | 1.4万股 | $29.6万 | 7,945股 | +5,608股+70.59% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.46% | $54.4万 | 728股 | $47.3万 | 728股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.46% | 0.47% | $53.0万 | 3,702股 | $48.5万 | 3,702股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.45% | 0.55% | $52.8万 | 4,931股 | $57.2万 | 5,156股 | -225股-4.36% | 减仓 |
| V先锋领航全球基金VGT |
| 0.44% | 0.36% | $50.8万 | 4,248股 | $37.0万 | 531股 | +3,717股+700.00% | 加仓 |
 雅培ABT |
| 0.41% | 0.52% | $47.5万 | 5,235股 | $53.7万 | 5,235股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.38% | 0.29% | $44.6万 | 595股 | $29.8万 | 456股 | +139股+30.48% | 加仓 |
| VVANECK RETAIL ETFRTH |
| 0.37% | 0.39% | $42.7万 | 1,670股 | $40.8万 | 1,625股 | +45股+2.77% | 加仓 |
 英特尔INTC |
| 0.35% | 0.13% | $40.4万 | 2,895股 | $13.0万 | 2,945股 | -50股-1.70% | 减仓 |
| IiShares安硕信托IMCG |
| 0.34% | 0.31% | $39.3万 | 3,996股 | $31.7万 | 4,029股 | -33股-0.82% | 减仓 |
| V先锋领航指数基金VB |
| 0.28% | 0.21% | $33.1万 | 1,090股 | $21.4万 | 818股 | +272股+33.25% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.28% | 0.33% | $33.0万 | 1,104股 | $34.6万 | 1,269股 | -165股-13.00% | 减仓 |
 埃克森美孚XOM |
| 0.28% | 0.39% | $32.2万 | 2,352股 | $39.9万 | 2,352股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.27% | 0.27% | $31.9万 | 1,337股 | $27.8万 | 1,337股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.26% | 0.23% | $30.2万 | 2,571股 | $23.5万 | 3,031股 | -460股-15.18% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.26% | 0.41% | $29.6万 | 9,375股 | $42.5万 | 9,375股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.25% | 0.24% | $29.3万 | 426股 | $24.9万 | 416股 | +10股+2.40% | 加仓 |
 VanEck ETF信托SMH |
| 0.25% | 0.16% | $29.1万 | 444股 | $17.0万 | 444股 | 00.00% | 持仓不变 |
