| S道富SPYM |
| 36.16% | 29.05% | $5,566.3万 | 63.3万股 | $3,835.7万 | 50.1万股 | +13.2万股+26.39% | 加仓 |
| SSPDR道富指数基金SPDW |
| 11.37% | 11.02% | $1,749.6万 | 34.7万股 | $1,455.3万 | 31.9万股 | +2.8万股+8.92% | 加仓 |
| SSPDR道富系列信托SPYG |
| 10.04% | 5.18% | $1,545.7万 | 13.0万股 | $683.5万 | 7.0万股 | +6.0万股+86.08% | 加仓 |
| V先锋领航指数基金VTV |
| 7.58% | 5.38% | $1,166.2万 | 5.4万股 | $710.2万 | 3.6万股 | +1.7万股+47.84% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 7.04% | 5.4% | $1,084.3万 | 13.9万股 | $713.5万 | 10.7万股 | +3.2万股+30.04% | 加仓 |
| IINNOVATOR U.S. EQUITY BUFFER ETF - APRILBAPR |
| 4.89% | 4.18% | $752.5万 | 14.1万股 | $551.4万 | 11.3万股 | +2.9万股+25.51% | 加仓 |
| IiShares安硕信托IEFA |
| 4.65% | 8.24% | $716.4万 | 7.4万股 | $1,088.1万 | 12.0万股 | -4.6万股-38.28% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 4.41% | 6.28% | $679.4万 | 2.3万股 | $829.7万 | 3.3万股 | -1.1万股-32.41% | 减仓 |
| V先锋领航·MIDVO |
| 2.57% | 2.99% | $395.1万 | 4.9万股 | $394.5万 | 1.4万股 | +3.5万股+257.01% | 加仓 |
| IInnovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT |
| 2.27% | 2.68% | $349.3万 | 10.3万股 | $354.4万 | 10.9万股 | -6,049股-5.54% | 减仓 |
| PPGIM ULTRAPULS |
| 1.85% | 0.94% | $284.5万 | 5.7万股 | $124.4万 | 2.5万股 | +3.2万股+128.53% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.57% | 11% | $242.4万 | 1.0万股 | $1,452.4万 | 6.8万股 | -5.7万股-84.83% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.57% | 2.21% | $241.2万 | 2.6万股 | $291.6万 | 3.2万股 | -5,500股-17.28% | 减仓 |
| V先锋领航指数基金VOO |
| 1.09% | 0.99% | $168.5万 | 2,453股 | $131.1万 | 2,193股 | +260股+11.86% | 加仓 |
| V先锋领航指数基金VXF |
| 0.8% | 0.79% | $122.7万 | 4,983股 | $104.1万 | 5,059股 | -76股-1.50% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.74% | 0.45% | $114.0万 | 7,211股 | $58.9万 | 3,977股 | +3,234股+81.32% | 加仓 |
| IiShares安硕信托IWD |
| 0.44% | 0.3% | $67.8万 | 2,798股 | $39.5万 | 1,850股 | +948股+51.24% | 加仓 |
| AAvantis·U SAVUV |
| 0.37% | 0.23% | $57.3万 | 4,594股 | $29.9万 | 2,706股 | +1,888股+69.77% | 加仓 |
 BANK FIRSTBFC |
| 0.21% | 0.22% | $32.2万 | 2,172股 | $29.3万 | 2,172股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.18% | — | $27.3万 | 2,785股 | $0 | 0股 | +2,785股 | 新买入 |
 WELLS FARGO NEWWFC |
| 0.14% | — | $21.5万 | 2,600股 | $0 | 0股 | +2,600股 | 新买入 |
| BBROADWIND INCBWEN |
| 0.07% | 0.03% | $10.1万 | 2.1万股 | $4.4万 | 2.1万股 | 00.00% | 持仓不变 |
