| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 22.13% | 24.31% | $3,284.1万 | 142.0万股 | $3,645.8万 | 157.0万股 | -15.0万股-9.57% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 18.08% | 17.76% | $2,682.3万 | 92.6万股 | $2,663.1万 | 106.1万股 | -13.5万股-12.70% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 15.06% | 13.14% | $2,235.0万 | 22.2万股 | $1,971.3万 | 19.6万股 | +2.6万股+13.11% | 加仓 |
| IiShares安硕信托AOR |
| 7.4% | 7.57% | $1,098.0万 | 15.8万股 | $1,135.6万 | 17.6万股 | -1.8万股-10.47% | 减仓 |
| S嘉信策略信托SCHD |
| 7.32% | 5.62% | $1,086.4万 | 34.3万股 | $842.1万 | 27.4万股 | +6.8万股+24.81% | 加仓 |
| SSTATE STREET GLOBAL ALLOCATION ETFGAL |
| 5.83% | 5.44% | $864.5万 | 16.4万股 | $815.2万 | 16.5万股 | -1,085股-0.66% | 减仓 |
| S嘉信策略信托SCHF |
| 5.72% | 4.81% | $849.0万 | 30.7万股 | $720.8万 | 29.1万股 | +1.5万股+5.25% | 加仓 |
| S嘉信·USSCHX |
| 3.34% | 2.34% | $495.6万 | 16.8万股 | $350.6万 | 13.7万股 | +3.2万股+23.14% | 加仓 |
| S嘉信·USSCHA |
| 2.53% | 2.01% | $374.8万 | 10.4万股 | $301.7万 | 10.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 2.21% | 2.18% | $327.4万 | 3.0万股 | $327.1万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 1.94% | 1.97% | $287.6万 | 2.9万股 | $295.9万 | 2.9万股 | -821股-2.79% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 1.61% | 1.87% | $239.1万 | 3.9万股 | $279.9万 | 4.8万股 | -9,159股-19.13% | 减仓 |
 波音BA |
| 1.17% | 1.06% | $172.9万 | 7,986股 | $158.9万 | 7,986股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHC |
| 1.12% | 1.03% | $166.4万 | 3.2万股 | $154.3万 | 3.2万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHE |
| 0.7% | 0.63% | $104.0万 | 2.9万股 | $94.5万 | 2.9万股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.53% | 0.47% | $78.7万 | 2.5万股 | $70.5万 | 2.5万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BILS |
| 0.53% | 0.52% | $78.0万 | 7,845股 | $78.0万 | 7,845股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHR |
| 0.48% | 1.34% | $71.2万 | 2.9万股 | $200.4万 | 8.0万股 | -5.2万股-64.10% | 减仓 |
| SSPDR道富系列信托BIL |
| 0.47% | 0.47% | $70.3万 | 7,674股 | $70.3万 | 7,672股 | +2股+0.03% | 加仓 |
 埃克森美孚XOM |
| 0.39% | 0.59% | $57.3万 | 4,189股 | $87.8万 | 5,178股 | -989股-19.10% | 减仓 |
 微软MSFT |
| 0.29% | — | $42.9万 | 1,150股 | $0 | 0股 | +1,150股 | 新买入 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.26% | 0.24% | $38.0万 | 7,609股 | $36.0万 | 7,609股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.19% | 0.22% | $28.2万 | 766股 | $33.0万 | 766股 | 00.00% | 持仓不变 |
| MMPLXFFUT |
| 0.17% | 0.17% | $25.3万 | 4,500股 | $25.7万 | 4,500股 | 00.00% | 持仓不变 |
 VisaV |
| 0.16% | 0.14% | $23.2万 | 675股 | $20.4万 | 675股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOA |
| 0.15% | 0.13% | $22.3万 | 2,282股 | $20.2万 | 2,282股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOK |
| 0.14% | 0.62% | $20.3万 | 4,895股 | $93.5万 | 2.3万股 | -1.9万股-79.11% | 减仓 |
| JJELD-WEN HLDG INC COMJELD |
| 0.1% | 0.06% | $14.2万 | 9.5万股 | $8.9万 | 7.2万股 | +2.3万股+31.25% | 加仓 |
| IINTERNATIONAL TOWER HILL MINTHM |
| 0.01% | 0.02% | $2.0万 | 1.0万股 | $2.3万 | 1.0万股 | 00.00% | 持仓不变 |
