| V先锋领航斯科茨代尔基金VCIT |
| 11.84% | 11.84% | $8,653.8万 | 104.4万股 | $1.13亿 | 136.1万股 | -31.7万股-23.31% | 减仓 |
| IiShares安硕信托IEFA |
| 9.64% | 9.58% | $7,043.5万 | 84.4万股 | $9,113.9万 | 100.7万股 | -16.3万股-16.19% | 减仓 |
| IiShares安硕信托IWD |
| 5.35% | 4.98% | $3,911.6万 | 20.1万股 | $4,738.4万 | 22.2万股 | -2.0万股-9.19% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 4.17% | 1.6% | $3,045.6万 | 4.8万股 | $1,525.4万 | 4.6万股 | +1,099股+2.37% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 3.46% | 3.77% | $2,532.4万 | 27.5万股 | $3,590.2万 | 36.9万股 | -9.4万股-25.43% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 3.39% | 4.11% | $2,479.4万 | 39.3万股 | $3,910.0万 | 49.7万股 | -10.4万股-21.00% | 减仓 |
| IiShares安硕信托GVI |
| 3.09% | 2.92% | $2,256.7万 | 21.6万股 | $2,773.3万 | 26.1万股 | -4.5万股-17.33% | 减仓 |
| IiShares安硕信托GVI |
| 2.73% | 2.19% | $1,992.9万 | 18.7万股 | $2,086.9万 | 19.6万股 | -8,549股-4.36% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.67% | 2.03% | $1,951.5万 | 10.7万股 | $1,934.3万 | 10.1万股 | +5,899股+5.85% | 加仓 |
| V先锋领航指数基金VTV |
| 2.56% | 1.92% | $1,868.1万 | 10.6万股 | $1,827.2万 | 9.3万股 | +1.3万股+13.50% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 2.45% | 2.43% | $1,787.6万 | 94.1万股 | $2,307.2万 | 121.4万股 | -27.3万股-22.48% | 减仓 |
| S嘉信策略信托SCHD |
| 2.38% | 2.02% | $1,739.1万 | 65.6万股 | $1,925.2万 | 62.8万股 | +2.9万股+4.58% | 加仓 |
| S道富SPSM |
| 2.28% | 1.54% | $1,669.7万 | 39.2万股 | $1,464.1万 | 30.3万股 | +8.9万股+29.35% | 加仓 |
 微软MSFT |
| 2.22% | 1.33% | $1,619.9万 | 3.3万股 | $1,261.0万 | 3.4万股 | -1,497股-4.39% | 减仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 1.79% | 1.71% | $1,306.9万 | 9.2万股 | $1,627.5万 | 11.0万股 | -1.8万股-16.75% | 减仓 |
| IiShares安硕信托NYF |
| 1.68% | 1.96% | $1,225.4万 | 23.5万股 | $1,863.3万 | 35.1万股 | -11.6万股-33.00% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.67% | 1.45% | $1,219.2万 | 21.4万股 | $1,379.7万 | 24.3万股 | -2.9万股-11.90% | 减仓 |
| F第一信托·USTCIBR |
| 1.65% | 1.36% | $1,202.9万 | 15.9万股 | $1,297.7万 | 20.7万股 | -4.8万股-23.13% | 减仓 |
| F第一信托交易所交易基金FPX |
| 1.54% | 1.65% | $1,127.2万 | 8.1万股 | $1,566.9万 | 9.6万股 | -1.5万股-15.35% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.51% | 0.07% | $1,101.3万 | 10.1万股 | $68.1万 | 8,508股 | +9.2万股+1,082.15% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.45% | 1.05% | $1,060.9万 | 7.6万股 | $1,001.9万 | 7.8万股 | -1,703股-2.18% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.37% | 1.12% | $999.9万 | 1.6万股 | $1,066.5万 | 1.6万股 | -216股-1.32% | 减仓 |
| IiShares安硕信托IVV |
| 1.34% | 0.98% | $977.7万 | 1.6万股 | $934.0万 | 1.4万股 | +1,447股+10.12% | 加仓 |
 苹果AAPL |
| 1.06% | 1.07% | $772.3万 | 3.8万股 | $1,013.2万 | 4.0万股 | -2,281股-5.71% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.06% | 1.29% | $771.1万 | 15.7万股 | $1,230.7万 | 24.7万股 | -8.9万股-36.25% | 减仓 |
| IiShares安硕信托IWS |
| 1.05% | 0.86% | $769.6万 | 5.8万股 | $821.9万 | 5.6万股 | +1,845股+3.27% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.98% | 2.69% | $717.4万 | 5.8万股 | $2,556.6万 | 6.0万股 | -2,101股-3.50% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.93% | 0.83% | $680.5万 | 22.1万股 | $786.1万 | 25.5万股 | -3.5万股-13.58% | 减仓 |
 谷歌AGOOGL |
| 0.78% | 0.49% | $568.3万 | 1.6万股 | $462.7万 | 1.6万股 | -174股-1.08% | 减仓 |
 英伟达NVDA |
| 0.71% | 0.64% | $517.3万 | 3.3万股 | $605.4万 | 3.5万股 | -1,971股-5.68% | 减仓 |
| FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST US EQUITY ENHANCE AND MODERATE BUFFER ETF JUNEXJUN |
| 0.69% | 0.68% | $503.8万 | 12.3万股 | $650.6万 | 15.1万股 | -2.9万股-19.00% | 减仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.49% | $436.7万 | 7,687股 | $464.3万 | 7,771股 | -84股-1.08% | 减仓 |
| V先锋领航指数基金VUG |
| 0.59% | 2.15% | $432.3万 | 5.0万股 | $2,046.7万 | 4.7万股 | +3,406股+7.27% | 加仓 |
 亚马逊AMZN |
| 0.56% | 0.42% | $412.2万 | 1.9万股 | $395.2万 | 1.9万股 | -185股-0.97% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.51% | 0.66% | $369.6万 | 3.4万股 | $630.8万 | 5.8万股 | -2.4万股-41.15% | 减仓 |
| IiShares安硕IEMG |
| 0.46% | 0.54% | $335.5万 | 5.6万股 | $513.1万 | 7.4万股 | -1.8万股-24.04% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.39% | 0.36% | $281.6万 | 4.9万股 | $338.6万 | 5.3万股 | -3,459股-6.55% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.38% | 0.35% | $281.3万 | 1.3万股 | $328.3万 | 1.3万股 | -202股-1.53% | 减仓 |
| IiShares安硕信托IBDU |
| 0.38% | 0.53% | $277.4万 | 11.9万股 | $506.4万 | 21.9万股 | -9.9万股-45.44% | 减仓 |
 泛林集团LRCX |
| 0.38% | 0.13% | $276.8万 | 6,393股 | $121.7万 | 5,698股 | +695股+12.20% | 加仓 |
| IiShares安硕·ESGEFA |
| 0.37% | 0.42% | $272.0万 | 3.0万股 | $403.6万 | 4.2万股 | -1.2万股-27.79% | 减仓 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.36% | 0.34% | $262.8万 | 6.3万股 | $325.1万 | 7.1万股 | -8,740股-12.23% | 减仓 |
 iShares安硕·MBSACGL |
| 0.36% | 0.08% | $260.6万 | 2.8万股 | $79.7万 | 8,398股 | +1.9万股+230.54% | 加仓 |
 摩根大通JPM |
| 0.34% | 0.27% | $247.8万 | 8,547股 | $261.6万 | 8,893股 | -346股-3.89% | 减仓 |
 博通AVGO |
| 0.33% | 0.28% | $244.4万 | 8,868股 | $268.8万 | 8,684股 | +184股+2.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.27% | $238.1万 | 4,902股 | $254.8万 | 5,318股 | -416股-7.82% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.32% | 0.25% | $231.2万 | 8,088股 | $238.9万 | 7,614股 | +474股+6.23% | 加仓 |
| V先锋领航指数基金VB |
| 0.31% | 0.27% | $228.3万 | 9,635股 | $260.3万 | 9,939股 | -304股-3.06% | 减仓 |
| IiShares安硕信托AGG |
| 0.3% | 0.24% | $217.8万 | 2.2万股 | $223.9万 | 2.3万股 | -596股-2.64% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.3% | — | $216.1万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
