| IiShares安硕信托USMV |
| 8.11% | 8.78% | $3,405.1万 | 47.2万股 | $3,074.7万 | 46.5万股 | +7,161股+1.54% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 7.94% | 10.01% | $3,333.8万 | 43.8万股 | $3,505.0万 | 49.3万股 | -5.6万股-11.26% | 减仓 |
| IiShares安硕·COREIJH |
| 7.85% | 8.97% | $3,296.7万 | 13.6万股 | $3,142.0万 | 14.3万股 | -7,007股-4.89% | 减仓 |
| IiShares安硕信托IVV |
| 7.01% | 8.5% | $2,945.4万 | 7.7万股 | $2,976.8万 | 8.3万股 | -6,343股-7.64% | 减仓 |
 史赛克SYK |
| 6.78% | 6.75% | $2,848.0万 | 11.6万股 | $2,363.8万 | 11.7万股 | -222股-0.19% | 减仓 |
| IiShares安硕信托DGRO |
| 6.5% | 7.2% | $2,729.9万 | 54.6万股 | $2,522.6万 | 56.7万股 | -2.1万股-3.75% | 减仓 |
 苹果AAPL |
| 5.86% | 7.38% | $2,462.0万 | 18.9万股 | $2,584.7万 | 18.7万股 | +2,464股+1.32% | 加仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 2.64% | 2.35% | $1,107.1万 | 22.3万股 | $823.0万 | 18.4万股 | +3.9万股+21.25% | 加仓 |
| IiShares安硕信托DVY |
| 2.58% | 2.6% | $1,082.0万 | 9.0万股 | $909.4万 | 8.5万股 | +4,896股+5.77% | 加仓 |
| I景顺交易所交易基金IIXMLV |
| 2.53% | 2.79% | $1,060.6万 | 19.8万股 | $977.0万 | 20.3万股 | -5,108股-2.51% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.22% | 0.1% | $930.1万 | 12.4万股 | $33.9万 | 4,531股 | +11.9万股+2,626.93% | 加仓 |
| IiShares安硕·MSCIIEI |
| 2.04% | 2.22% | $854.6万 | 9.0万股 | $779.0万 | 8.8万股 | +1,983股+2.25% | 加仓 |
| V先锋领航指数基金VOO |
| 1.87% | 0.77% | $786.6万 | 2.2万股 | $269.7万 | 8,201股 | +1.4万股+172.95% | 加仓 |
| S嘉信·USSCHX |
| 1.86% | 2.05% | $779.3万 | 17.3万股 | $717.8万 | 16.9万股 | +3,117股+1.84% | 加仓 |
| IiShares安硕信托AGG |
| 1.78% | 0.36% | $747.2万 | 7.7万股 | $126.0万 | 1.3万股 | +6.4万股+489.11% | 加仓 |
| IiShares安硕信托ITOT |
| 1.59% | 2.13% | $668.8万 | 7.9万股 | $747.5万 | 9.4万股 | -1.5万股-16.08% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 1.5% | 1.21% | $631.7万 | 20.8万股 | $425.3万 | 16.5万股 | +4.3万股+25.87% | 加仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 1.42% | 1.51% | $594.3万 | 14.4万股 | $529.1万 | 14.0万股 | +3,995股+2.84% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.15% | 1.51% | $483.6万 | 9.6万股 | $529.7万 | 10.6万股 | -9,122股-8.64% | 减仓 |
| IiShares安硕信托GVI |
| 1.14% | 0.27% | $476.8万 | 4.5万股 | $94.3万 | 9,196股 | +3.6万股+391.37% | 加仓 |
| IINVESCO S&P SMALLCAP LOWVOLATILITY ETFPSCC |
| 0.96% | 1.12% | $401.6万 | 9.0万股 | $390.7万 | 9.6万股 | -6,374股-6.62% | 减仓 |
| IiShares安硕信托GVI |
| 0.91% | 0.09% | $380.0万 | 3.6万股 | $31.1万 | 3,029股 | +3.3万股+1,103.20% | 加仓 |
| IiShares安硕信托MTUM |
| 0.89% | 0.5% | $374.7万 | 2.6万股 | $174.3万 | 1.3万股 | +1.2万股+93.23% | 加仓 |
| IiShares安硕信托EFAV |
| 0.88% | 1.38% | $370.6万 | 5.8万股 | $483.1万 | 8.5万股 | -2.6万股-31.25% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.87% | 0.92% | $366.0万 | 5.7万股 | $321.8万 | 5.6万股 | +1,634股+2.94% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.83% | — | $347.0万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| SSPDR道富系列信托SDY |
| 0.78% | 0.68% | $326.9万 | 2.6万股 | $239.2万 | 2.1万股 | +4,682股+21.83% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.7% | — | $295.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 MERCANTILE BKMBWM |
| 0.69% | 0.74% | $290.1万 | 8.7万股 | $257.4万 | 8.7万股 | 00.00% | 持仓不变 |
 雷蒙德詹姆斯RJF |
| 0.67% | 0.78% | $281.7万 | 2.6万股 | $272.6万 | 2.8万股 | -1,225股-4.44% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.61% | — | $257.0万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.57% | 0.75% | $237.9万 | 2.5万股 | $264.3万 | 3.0万股 | -5,176股-17.08% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.55% | — | $231.9万 | 9.6万股 | $0 | 0股 | +9.6万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.51% | 0.44% | $216.2万 | 6,999股 | $154.7万 | 5,793股 | +1,206股+20.82% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.51% | — | $215.8万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.5% | 0.72% | $210.6万 | 7,907股 | $253.5万 | 9,483股 | -1,576股-16.62% | 减仓 |
| IiShares安硕信托IUSV |
| 0.47% | 0.51% | $196.1万 | 2.8万股 | $179.1万 | 2.9万股 | -841股-2.94% | 减仓 |
| V先锋领航指数基金VB |
| 0.47% | — | $195.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕信托ICVT |
| 0.45% | 0.86% | $189.5万 | 2.7万股 | $302.4万 | 4.4万股 | -1.7万股-37.84% | 减仓 |
| G通用动力VTI |
| 0.45% | 0.31% | $188.5万 | 9,860股 | $110.2万 | 6,141股 | +3,719股+60.56% | 加仓 |
 ZOETIS CL AZTS |
| 0.4% | 0.51% | $169.1万 | 1.2万股 | $178.4万 | 1.2万股 | -490股-4.07% | 减仓 |
 埃森哲ACN |
| 0.4% | 0.45% | $166.5万 | 6,238股 | $157.3万 | 6,116股 | +122股+1.99% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.6% | $156.6万 | 1.9万股 | $209.0万 | 1.8万股 | +150股+0.81% | 加仓 |
 AMD超威AMD |
| 0.35% | 0.41% | $146.6万 | 2.3万股 | $143.4万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.33% | 0.23% | $140.4万 | 6,887股 | $81.1万 | 4,315股 | +2,572股+59.61% | 加仓 |
| V先锋领航·TOTALBND |
| 0.33% | 0.25% | $137.5万 | 1.9万股 | $86.6万 | 1.2万股 | +6,994股+57.68% | 加仓 |
 特斯拉TSLA |
| 0.33% | 0.61% | $137.4万 | 1.1万股 | $214.0万 | 8,069股 | +3,085股+38.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.32% | 0.36% | $133.1万 | 3,481股 | $126.1万 | 3,530股 | -49股-1.39% | 减仓 |
| IISHARES TR MRGSTR SM CP ETFISCB |
| 0.29% | 0.28% | $120.4万 | 2.6万股 | $99.6万 | 2.3万股 | +3,093股+13.27% | 加仓 |
| IISHARES MSCI USA SMALL-CAP MIN VOL FACTORETFSMMV |
| 0.28% | 0.22% | $118.5万 | 3.4万股 | $76.1万 | 2.4万股 | +1.0万股+43.53% | 加仓 |
