| S嘉信策略信托SCHD |
| 8.5% | 8.93% | $971.6万 | 30.6万股 | $846.2万 | 27.6万股 | +3.1万股+11.08% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 7.58% | 6.14% | $866.0万 | 2.9万股 | $582.0万 | 2.4万股 | +4,094股+16.72% | 加仓 |
| SSPDR道富系列信托SDY |
| 7.05% | 8.04% | $805.5万 | 5.3万股 | $762.3万 | 5.2万股 | +696股+1.33% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 6.86% | 6.88% | $784.2万 | 9.7万股 | $652.8万 | 9.6万股 | +1,135股+1.19% | 加仓 |
| IiShares安硕信托IEFA |
| 5.85% | 5.68% | $668.8万 | 6.9万股 | $538.3万 | 5.9万股 | +9,791股+16.47% | 加仓 |
| IiShares安硕信托IMCG |
| 5.59% | 4.76% | $639.3万 | 6.5万股 | $451.3万 | 5.7万股 | +7,744股+13.52% | 加仓 |
| S道富SPSM |
| 5.41% | 4.9% | $617.9万 | 10.7万股 | $465.0万 | 9.6万股 | +1.1万股+11.34% | 加仓 |
| WWisdomTree信托DGRW |
| 4.53% | 4.96% | $517.3万 | 5.4万股 | $470.4万 | 5.4万股 | +542股+1.01% | 加仓 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 3.32% | 3.69% | $379.3万 | 8.2万股 | $350.1万 | 7.9万股 | +2,774股+3.50% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 3.17% | 3.34% | $361.8万 | 7.3万股 | $316.6万 | 6.4万股 | +9,116股+14.34% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 3.15% | 4.03% | $360.5万 | 9.1万股 | $382.5万 | 9.6万股 | -4,943股-5.13% | 减仓 |
| F富达Covington信托FENI |
| 3.04% | 2.99% | $347.8万 | 8.7万股 | $283.9万 | 7.6万股 | +1.0万股+13.58% | 加仓 |
| IiShares安硕信托GVI |
| 3.03% | 0.99% | $346.3万 | 3.2万股 | $93.7万 | 8,824股 | +2.3万股+264.64% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 2.84% | 3.13% | $325.1万 | 5.0万股 | $296.6万 | 4.9万股 | +892股+1.81% | 加仓 |
 苹果AAPL |
| 2.34% | 2.44% | $267.8万 | 9,254股 | $230.9万 | 9,097股 | +157股+1.73% | 加仓 |
| SSPDR行业精选信托XLRE |
| 2.02% | 2.24% | $231.1万 | 5.2万股 | $212.4万 | 5.2万股 | +459股+0.88% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.9% | 1.67% | $217.1万 | 1.1万股 | $158.2万 | 1.2万股 | -504股-4.24% | 减仓 |
| V先锋领航指数基金VOO |
| 1.88% | 1.87% | $215.0万 | 2,920股 | $177.2万 | 3,070股 | -150股-4.89% | 减仓 |
| GGlobal X基金DTCR |
| 1.87% | 1.64% | $214.0万 | 7.0万股 | $155.4万 | 6.5万股 | +5,618股+8.66% | 加仓 |
| V先锋领航·TOTALBND |
| 1.78% | 2.21% | $203.3万 | 2.8万股 | $209.7万 | 2.8万股 | -787股-2.76% | 减仓 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 1.2% | 1.74% | $137.4万 | 4.2万股 | $165.1万 | 5.5万股 | -1.2万股-22.49% | 减仓 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 1.12% | 0.4% | $128.4万 | 1.6万股 | $38.0万 | 9,116股 | +6,742股+73.96% | 加仓 |
 MCKESSON COMMCK |
| 1.1% | 1.51% | $125.2万 | 1,657股 | $143.2万 | 1,655股 | +2股+0.12% | 加仓 |
| EETFS GOLD TRSGOL |
| 1.06% | 1.59% | $121.6万 | 3.2万股 | $150.8万 | 3.4万股 | -1,979股-5.86% | 减仓 |
 微软MSFT |
| 0.89% | 1.04% | $102.0万 | 2,734股 | $99.1万 | 2,677股 | +57股+2.13% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.88% | 1.65% | $100.3万 | 1.1万股 | $156.2万 | 1.7万股 | -6,097股-35.78% | 减仓 |
 亚马逊AMZN |
| 0.81% | 0.77% | $92.9万 | 3,897股 | $72.8万 | 3,496股 | +401股+11.47% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.75% | 0.8% | $85.8万 | 3,025股 | $75.7万 | 2,981股 | +44股+1.48% | 加仓 |
| SSPDR道富系列信托HYMB |
| 0.75% | 0.46% | $85.5万 | 3.4万股 | $43.7万 | 1.8万股 | +1.6万股+90.91% | 加仓 |
| FFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUNDSKOR |
| 0.67% | 0.54% | $76.9万 | 1.6万股 | $50.8万 | 1.0万股 | +5,401股+51.68% | 加仓 |
| F第一信托交易所交易基金SDVY |
| 0.58% | 0.59% | $66.1万 | 1.5万股 | $55.9万 | 1.4万股 | +1,140股+8.04% | 加仓 |
| S道富SPYM |
| 0.55% | 0.67% | $63.1万 | 7,181股 | $63.8万 | 8,336股 | -1,155股-13.86% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.46% | $50.5万 | 1,009股 | $43.3万 | 903股 | +106股+11.74% | 加仓 |
| SSPDR道富系列信托BILS |
| 0.37% | 0.49% | $42.7万 | 4,294股 | $46.7万 | 4,694股 | -400股-8.52% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.37% | 0.43% | $42.6万 | 7,939股 | $41.0万 | 8,297股 | -358股-4.31% | 减仓 |
| IiShares安硕信托HDV |
| 0.36% | 0.47% | $41.7万 | 1.5万股 | $44.2万 | 3,256股 | +1.2万股+367.26% | 加仓 |
| GGlobal X基金QYLD |
| 0.36% | 0.54% | $41.5万 | 2.2万股 | $50.9万 | 3.0万股 | -7,193股-24.23% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.36% | 0.59% | $41.0万 | 7,716股 | $55.6万 | 9,084股 | -1,368股-15.06% | 减仓 |
| IiShares安硕信托AOR |
| 0.36% | 0.41% | $40.8万 | 5,868股 | $38.5万 | 5,988股 | -120股-2.00% | 减仓 |
| G通用动力VTI |
| 0.33% | — | $37.4万 | 1,012股 | $0 | 0股 | +1,012股 | 新买入 |
| SSCHWAB 1000 INDEX ETFSCHK |
| 0.33% | 0.39% | $37.3万 | 1.0万股 | $37.2万 | 1.2万股 | -1,546股-13.01% | 减仓 |
 英伟达NVDA |
| 0.32% | 0.28% | $36.1万 | 1,803股 | $26.7万 | 1,532股 | +271股+17.69% | 加仓 |
| PPacer基金信托PSMJ |
| 0.3% | 0.35% | $34.8万 | 1.0万股 | $32.8万 | 1.0万股 | 00.00% | 持仓不变 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.3% | — | $34.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.28% | 0.42% | $32.5万 | 6,513股 | $39.5万 | 8,334股 | -1,821股-21.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.28% | — | $32.0万 | 429股 | $0 | 0股 | +429股 | 新买入 |
| PPROCORE TECHNOLOGIESPCOR |
| 0.27% | 0.46% | $31.1万 | 7,665股 | $43.7万 | 7,665股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLP |
| 0.26% | 0.44% | $30.1万 | 3,619股 | $41.5万 | 5,060股 | -1,441股-28.48% | 减仓 |
| IiShares安硕信托AOA |
| 0.26% | 0.3% | $29.7万 | 3,042股 | $28.3万 | 3,194股 | -152股-4.76% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.26% | — | $29.5万 | 5,220股 | $0 | 0股 | +5,220股 | 新买入 |
