| IiShares安硕信托HYG |
| 14.78% | 15.91% | $2,178.7万 | 27.2万股 | $2,222.8万 | 27.9万股 | -6,942股-2.48% | 减仓 |
| IiShares安硕信托LQD |
| 14.78% | 15.94% | $2,178.2万 | 20.0万股 | $2,226.6万 | 20.4万股 | -4,590股-2.25% | 减仓 |
| S嘉信·USSCHX |
| 10.04% | 13.08% | $1,479.4万 | 50.3万股 | $1,827.3万 | 71.3万股 | -21.0万股-29.47% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 5.64% | 5.23% | $831.5万 | 6.8万股 | $730.8万 | 7.3万股 | -4,478股-6.14% | 减仓 |
| IiShares安硕信托EEM |
| 5.49% | 5.45% | $809.0万 | 11.8万股 | $761.4万 | 13.4万股 | -1.6万股-11.80% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 5.45% | 0.23% | $803.1万 | 3.2万股 | $32.7万 | 1,803股 | +3.0万股+1,666.00% | 加仓 |
| IISHARES U.S. TELECOMMUNICATIONS ETFIYZ |
| 5.24% | 6.26% | $772.9万 | 18.3万股 | $874.9万 | 22.3万股 | -4.0万股-17.91% | 减仓 |
| IISHARES U.S. BASIC MATERIALS ETFIYM |
| 5.18% | 2.73% | $763.2万 | 4.3万股 | $381.6万 | 2.2万股 | +2.1万股+96.00% | 加仓 |
| IISHARES U.S. ENERGY ETFIYE |
| 5.05% | — | $743.8万 | 13.1万股 | $0 | 0股 | +13.1万股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.69% | 5.01% | $690.7万 | 2.3万股 | $700.0万 | 2.9万股 | -6,661股-22.61% | 减仓 |
| IiShares安硕信托IVW |
| 3.32% | 4.94% | $489.2万 | 3.6万股 | $690.0万 | 6.1万股 | -2.5万股-41.68% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 2.7% | 2.47% | $397.5万 | 6.5万股 | $345.0万 | 6.3万股 | +1,674股+2.65% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 2.21% | 5.39% | $326.2万 | 2.4万股 | $752.8万 | 6.4万股 | -4.0万股-62.44% | 减仓 |
| IiShares安硕信托IJK |
| 2.17% | — | $319.3万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| SSPDR行业精选信托XLU |
| 1.07% | 0.96% | $157.6万 | 3.5万股 | $134.6万 | 2.9万股 | +5,442股+18.56% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.02% | 0.96% | $150.9万 | 7,921股 | $133.9万 | 1.0万股 | -2,156股-21.40% | 减仓 |
| IiShares安硕信托TLT |
| 0.74% | 0.77% | $108.9万 | 1.3万股 | $108.1万 | 1.2万股 | +134股+1.07% | 加仓 |
| IiShares安硕信托AGG |
| 0.74% | 0.76% | $108.8万 | 1.1万股 | $106.5万 | 1.1万股 | +261股+2.43% | 加仓 |
| DDBX ETF信托RVNU |
| 0.72% | 0.71% | $105.5万 | 4.2万股 | $98.6万 | 4.0万股 | +1,652股+4.13% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.67% | 0.68% | $98.8万 | 1.9万股 | $95.6万 | 1.8万股 | +467股+2.55% | 加仓 |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.65% | 0.66% | $96.0万 | 3.8万股 | $92.7万 | 3.7万股 | +753股+2.01% | 加仓 |
 苹果AAPL |
| 0.56% | 0.58% | $82.3万 | 2,843股 | $81.3万 | 3,203股 | -360股-11.24% | 减仓 |
 微软MSFT |
| 0.56% | 0.58% | $81.9万 | 2,195股 | $80.8万 | 2,184股 | +11股+0.50% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.54% | 0.55% | $79.8万 | 1.6万股 | $76.9万 | 1.5万股 | +556股+3.65% | 加仓 |
| S道富SPYM |
| 0.5% | 0.72% | $73.2万 | 8,328股 | $100.1万 | 1.3万股 | -4,746股-36.30% | 减仓 |
| IiShares安硕信托USRT |
| 0.38% | 0.34% | $55.5万 | 8,354股 | $48.0万 | 8,104股 | +250股+3.08% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.33% | $52.7万 | 2,209股 | $46.2万 | 2,219股 | -10股-0.45% | 减仓 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 0.35% | 0.35% | $52.3万 | 4.1万股 | $48.6万 | 4.0万股 | +1,307股+3.28% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.37% | $50.9万 | 1,018股 | $51.2万 | 1,068股 | -50股-4.68% | 减仓 |
 贝莱德·MUNIYIELD MICH QUMIY |
| 0.33% | 0.33% | $48.5万 | 4.0万股 | $45.9万 | 3.9万股 | +914股+2.36% | 加仓 |
 好市多COST |
| 0.28% | 0.31% | $40.7万 | 435股 | $43.3万 | 435股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.27% | — | $39.4万 | 3,297股 | $0 | 0股 | +3,297股 | 新买入 |
 AMD超威AMD |
| 0.26% | — | $39.1万 | 672股 | $0 | 0股 | +672股 | 新买入 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 0.26% | 0.26% | $38.3万 | 3.2万股 | $36.3万 | 3.2万股 | 00.00% | 持仓不变 |
 DTE ENERGY COMDTE |
| 0.25% | 0.25% | $37.1万 | 2,436股 | $35.6万 | 2,433股 | +3股+0.12% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.25% | 0.23% | $36.7万 | 1.1万股 | $32.2万 | 1.1万股 | -213股-1.93% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.25% | 0.27% | $36.1万 | 9,833股 | $37.2万 | 9,833股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.22% | 0.22% | $32.7万 | 2,673股 | $30.3万 | 2,812股 | -139股-4.94% | 减仓 |
| TTORTOISE CAPITAL SERIES TRUSTCAI |
| 0.2% | — | $29.9万 | 5,343股 | $0 | 0股 | +5,343股 | 新买入 |
 英伟达NVDA |
| 0.19% | 0.17% | $27.7万 | 1,386股 | $24.2万 | 1,386股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.19% | 0.17% | $27.6万 | 657股 | $24.0万 | 646股 | +11股+1.70% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.19% | — | $27.4万 | 5,163股 | $0 | 0股 | +5,163股 | 新买入 |
 卡特彼勒CAT |
| 0.16% | — | $24.0万 | 225股 | $0 | 0股 | +225股 | 新买入 |
 VisaV |
| 0.15% | 0.14% | $22.7万 | 662股 | $20.0万 | 662股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.15% | — | $22.6万 | 5,090股 | $0 | 0股 | +5,090股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.15% | — | $21.9万 | 298股 | $0 | 0股 | +298股 | 新买入 |
| IiShares安硕信托GVI |
| 0.15% | 0.16% | $21.5万 | 1,996股 | $21.9万 | 2,065股 | -69股-3.34% | 减仓 |
 福特F |
| 0.13% | 0.11% | $18.6万 | 1.3万股 | $15.4万 | 1.3万股 | +88股+0.66% | 加仓 |
| PPUTNAM ETF TRUSTFTMU |
| 0.07% | — | $11.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
