| SSPDR道富系列信托SPYG |
| 15.73% | 14.16% | $1,930.5万 | 16.2万股 | $1,578.0万 | 16.1万股 | +1,075股+0.67% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 12.09% | 13.09% | $1,483.0万 | 17.9万股 | $1,458.2万 | 17.6万股 | +3,207股+1.82% | 加仓 |
| PProShares信托NOBL |
| 6.83% | 7.07% | $838.3万 | 14.9万股 | $788.0万 | 7.4万股 | +7.5万股+100.81% | 加仓 |
| IiShares安硕信托IEI |
| 6.36% | 6.92% | $780.0万 | 6.6万股 | $770.7万 | 6.5万股 | +1,428股+2.20% | 加仓 |
| SSPDR道富指数基金SPDW |
| 6.08% | 6.08% | $746.4万 | 14.8万股 | $677.8万 | 14.8万股 | -340股-0.23% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 5.69% | 6.23% | $698.1万 | 7.4万股 | $694.6万 | 7.3万股 | +1,039股+1.43% | 加仓 |
| S道富SPYV |
| 4.27% | 4.45% | $523.5万 | 8.6万股 | $496.0万 | 8.8万股 | -1,550股-1.77% | 减仓 |
| SSPDR道富系列信托SJNK |
| 4.04% | 4.34% | $496.1万 | 19.8万股 | $483.4万 | 19.4万股 | +4,671股+2.41% | 加仓 |
| S道富SPMD |
| 3.74% | 3.69% | $459.5万 | 6.8万股 | $410.9万 | 6.9万股 | -1,365股-1.97% | 减仓 |
| IiShares安硕信托IWY |
| 2.93% | 2.72% | $359.3万 | 1.2万股 | $302.7万 | 1.2万股 | +199股+1.64% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.68% | 2.51% | $328.5万 | 4.6万股 | $279.3万 | 4.4万股 | +2,523股+5.79% | 加仓 |
| F第一信托交易所交易基金FYC |
| 2.11% | 1.88% | $259.5万 | 1.9万股 | $209.4万 | 1.9万股 | +575股+3.04% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 2% | 2% | $245.2万 | 5.3万股 | $222.6万 | 4.8万股 | +4,914股+10.17% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.91% | 3.48% | $233.8万 | 4.1万股 | $388.3万 | 6.9万股 | -2.7万股-39.57% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.6% | 1.79% | $195.8万 | 3.9万股 | $199.2万 | 3.9万股 | -645股-1.64% | 减仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 1.54% | 0.26% | $189.1万 | 3.8万股 | $28.6万 | 5,740股 | +3.2万股+561.92% | 加仓 |
| J摩根大通交易所交易基金ROCY |
| 1.46% | — | $178.6万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| AALERIAN MLP IDX ETNS DUE JANUARY 28, 2044AMJB |
| 1.37% | 1.51% | $167.8万 | 4.9万股 | $168.5万 | 4.9万股 | -96股-0.20% | 减仓 |
| PProShares信托IQQQ |
| 1.36% | — | $166.5万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.05% | 1.02% | $129.2万 | 1,881股 | $114.0万 | 1,908股 | -27股-1.42% | 减仓 |
 微软MSFT |
| 1.02% | 1.15% | $125.2万 | 3,357股 | $128.0万 | 3,458股 | -101股-2.92% | 减仓 |
| BBONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETFXSVN |
| 0.98% | 1.11% | $119.9万 | 2.5万股 | $123.8万 | 2.6万股 | -577股-2.22% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.92% | 0.97% | $112.4万 | 2,247股 | $107.7万 | 2,247股 | 00.00% | 持仓不变 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.81% | 0.91% | $99.4万 | 6.0万股 | $101.9万 | 6.0万股 | 00.00% | 持仓不变 |
| GGlobal X基金QYLD |
| 0.79% | 0.81% | $96.9万 | 5.3万股 | $90.0万 | 5.3万股 | +100股+0.19% | 加仓 |
| IiShares安硕ESGE |
| 0.77% | 0.63% | $94.3万 | 1.7万股 | $70.5万 | 1.6万股 | +1,735股+11.19% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.73% | 0.7% | $89.3万 | 1,196股 | $77.7万 | 1,195股 | +1股+0.08% | 加仓 |
 因赛特INCY |
| 0.69% | 0.63% | $84.4万 | 7,446股 | $70.1万 | 7,446股 | 00.00% | 持仓不变 |
| BBENTLEY SYSBSY |
| 0.66% | 0.33% | $81.2万 | 2.7万股 | $37.2万 | 1.1万股 | +1.7万股+156.54% | 加仓 |
 特斯拉TSLA |
| 0.59% | 0.55% | $72.8万 | 1,730股 | $61.7万 | 1,660股 | +70股+4.22% | 加仓 |
 好市多COST |
| 0.58% | 0.71% | $71.0万 | 759股 | $79.5万 | 797股 | -38股-4.77% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.55% | 0.59% | $67.0万 | 1.3万股 | $65.6万 | 1.3万股 | +79股+0.60% | 加仓 |
 强生JNJ |
| 0.51% | 0.54% | $62.9万 | 2,478股 | $60.6万 | 2,478股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.5% | 0.46% | $61.0万 | 2,109股 | $51.0万 | 2,009股 | +100股+4.98% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.46% | 0.39% | $56.4万 | 9,449股 | $43.4万 | 8,025股 | +1,424股+17.74% | 加仓 |
| BBONDBLOXX SHORT DURATION ETFTAXX |
| 0.34% | 0.35% | $42.3万 | 8,328股 | $39.2万 | 7,758股 | +570股+7.35% | 加仓 |
| V先锋领航指数基金VB |
| 0.33% | 0.25% | $41.1万 | 1,355股 | $28.3万 | 1,080股 | +275股+25.46% | 加仓 |
 谷歌AGOOGL |
| 0.33% | 0.29% | $40.2万 | 1,126股 | $32.6万 | 1,133股 | -7股-0.62% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.32% | 0.35% | $39.6万 | 6,450股 | $38.7万 | 6,972股 | -522股-7.49% | 减仓 |
| IiShares安硕信托IJK |
| 0.32% | 0.26% | $39.1万 | 3,327股 | $29.2万 | 2,902股 | +425股+14.65% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.29% | $38.9万 | 1,631股 | $32.8万 | 1,573股 | +58股+3.69% | 加仓 |
 康菲石油COP |
| 0.31% | 0.43% | $38.0万 | 3,657股 | $48.4万 | 3,664股 | -7股-0.19% | 减仓 |
 Phillips 66PSX |
| 0.27% | 0.32% | $33.2万 | 1,961股 | $35.7万 | 1,961股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.27% | 0.24% | $33.1万 | 276股 | $27.2万 | 296股 | -20股-6.76% | 减仓 |
| IiShares安硕信托IWV |
| 0.24% | 0.23% | $29.0万 | 680股 | $25.2万 | 680股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIUSG |
| 0.22% | 0.2% | $27.6万 | 1,465股 | $22.7万 | 1,465股 | 00.00% | 持仓不变 |
 IRENIREN |
| 0.22% | — | $27.4万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 博通AVGO |
| 0.22% | — | $27.1万 | 718股 | $0 | 0股 | +718股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.22% | 0.22% | $26.7万 | 1,130股 | $24.3万 | 1,129股 | +1股+0.09% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.19% | 0.18% | $23.2万 | 5,726股 | $20.6万 | 5,726股 | 00.00% | 持仓不变 |
