| IiShares安硕·COREIJR |
| 9.68% | 8.97% | $1,195.0万 | 8.1万股 | $1,009.9万 | 8.1万股 | -667股-0.82% | 减仓 |
| G通用动力VTI |
| 9.02% | 8.57% | $1,113.3万 | 3.0万股 | $964.5万 | 3.0万股 | +24股+0.08% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.99% | 6.97% | $863.6万 | 3.7万股 | $784.3万 | 3.6万股 | +34股+0.09% | 加仓 |
| IiShares安硕·COREIJH |
| 6.76% | 6.61% | $834.3万 | 10.8万股 | $743.9万 | 11.0万股 | -1,964股-1.78% | 减仓 |
| IiShares黄金信托IAU |
| 6.33% | 8.23% | $782.2万 | 10.4万股 | $927.0万 | 10.5万股 | -1,567股-1.49% | 减仓 |
| V先锋领航白厅基金VYM |
| 5.96% | 6.21% | $735.7万 | 4.7万股 | $699.0万 | 4.7万股 | -643股-1.36% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 5.65% | 5.59% | $697.0万 | 3.3万股 | $629.1万 | 3.3万股 | -23股-0.07% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 4.31% | 4.14% | $532.8万 | 18.4万股 | $466.4万 | 18.6万股 | -1,842股-0.99% | 减仓 |
 PIMCO·DYNAMIC INCOMEPDI |
| 3.38% | 3.43% | $416.9万 | 25.0万股 | $386.5万 | 22.6万股 | +2.4万股+10.51% | 加仓 |
| IiShares安硕信托IVV |
| 3.29% | 3.15% | $406.2万 | 5,424股 | $354.2万 | 5,423股 | +1股+0.02% | 加仓 |
 苹果AAPL |
| 3.24% | 3.12% | $400.6万 | 1.4万股 | $351.3万 | 1.4万股 | -1股-0.01% | 减仓 |
| IiShares安硕信托DVY |
| 2.01% | 2.16% | $248.7万 | 1.6万股 | $242.7万 | 1.6万股 | -118股-0.74% | 减仓 |
| IiShares安硕信托IJJ |
| 1.71% | 1.68% | $210.8万 | 1.4万股 | $189.0万 | 1.4万股 | +7股+0.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.5% | 1.52% | $185.2万 | 2,480股 | $170.9万 | 2,628股 | -148股-5.63% | 减仓 |
 英伟达NVDA |
| 1.43% | 1.37% | $177.0万 | 8,847股 | $154.5万 | 8,861股 | -14股-0.16% | 减仓 |
| V先锋领航·MIDVO |
| 1.28% | 1.3% | $158.2万 | 2.0万股 | $146.9万 | 5,115股 | +1.5万股+283.77% | 加仓 |
| CCAMBRIA ETF TRTRTY |
| 1.26% | 1.31% | $155.1万 | 2.0万股 | $147.5万 | 2.0万股 | +54股+0.28% | 加仓 |
| WWisdomTree信托DLS |
| 1.17% | 1.24% | $144.6万 | 1.7万股 | $139.7万 | 1.7万股 | +124股+0.72% | 加仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.15% | 1.19% | $142.6万 | 1.3万股 | $134.1万 | 1.2万股 | +41股+0.33% | 加仓 |
| V先锋领航指数基金VOO |
| 1.1% | 0.95% | $136.0万 | 1,847股 | $106.6万 | 1,846股 | +1股+0.05% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.9% | 0.84% | $110.6万 | 5,000股 | $94.8万 | 5,000股 | 00.00% | 持仓不变 |
| VVIRTUS CONVERTIBLE & INCOME FD COM NEWNCV |
| 0.89% | 0.9% | $109.7万 | 6.2万股 | $101.6万 | 6.8万股 | -5,959股-8.72% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.85% | 0.77% | $105.1万 | 3,498股 | $86.7万 | 3,496股 | +2股+0.06% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.85% | 0.89% | $104.9万 | 6,892股 | $100.1万 | 6,858股 | +34股+0.50% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.76% | 0.77% | $93.3万 | 1.6万股 | $87.0万 | 1.6万股 | -479股-2.97% | 减仓 |
 BLACKROCK MULTI SECTOR INC TR COMBIT |
| 0.69% | 0.58% | $85.0万 | 6.8万股 | $65.0万 | 5.2万股 | +1.6万股+30.89% | 加仓 |
 LMP CAP & INCOME FD INCORPORATEDSCD |
| 0.63% | 0.65% | $78.0万 | 5.0万股 | $73.6万 | 4.9万股 | +519股+1.05% | 加仓 |
 特斯拉TSLA |
| 0.62% | 0.61% | $76.6万 | 1,821股 | $68.6万 | 1,846股 | -25股-1.35% | 减仓 |
| V先锋领航全球基金VDE |
| 0.62% | 0.89% | $76.4万 | 5,088股 | $100.5万 | 5,809股 | -721股-12.41% | 减仓 |
 亚马逊AMZN |
| 0.58% | 0.56% | $72.0万 | 3,020股 | $63.2万 | 3,036股 | -16股-0.53% | 减仓 |
 WEYERHAEUSERWY |
| 0.57% | 1.04% | $70.8万 | 3.0万股 | $116.6万 | 4.8万股 | -1.8万股-38.06% | 减仓 |
 谷歌AGOOGL |
| 0.56% | 0.49% | $68.6万 | 1,919股 | $55.2万 | 1,919股 | 00.00% | 持仓不变 |
| F第一信托·UST NATURAL GAS ETFFCG |
| 0.56% | 0.72% | $68.6万 | 2.6万股 | $81.6万 | 2.6万股 | +21股+0.08% | 加仓 |
 微软MSFT |
| 0.55% | 0.59% | $67.3万 | 1,805股 | $66.7万 | 1,802股 | +3股+0.17% | 加仓 |
 PIMCO高收益基金PHK |
| 0.54% | 0.32% | $66.7万 | 4.6万股 | $36.2万 | 2.5万股 | +2.1万股+82.28% | 加仓 |
 THE CENTRAL AND EASTERN EU ICEE |
| 0.53% | 0.52% | $65.6万 | 3.2万股 | $58.4万 | 3.2万股 | 00.00% | 持仓不变 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.52% | 0.65% | $64.5万 | 2.1万股 | $73.4万 | 2.4万股 | -2,918股-11.95% | 减仓 |
 NUVEEN MUN CR INCOME FD COM SH BEN INTNZF |
| 0.51% | 0.54% | $63.4万 | 5.0万股 | $60.9万 | 5.0万股 | 00.00% | 持仓不变 |
 NUVEEN QUALITY MUNCP INCOME FDNAD |
| 0.49% | 0.51% | $60.6万 | 5.0万股 | $57.5万 | 5.0万股 | 00.00% | 持仓不变 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.49% | 0.46% | $60.2万 | 1,815股 | $52.2万 | 1,815股 | 00.00% | 持仓不变 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 0.48% | 0.5% | $58.7万 | 5.0万股 | $56.2万 | 5.0万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.45% | 0.49% | $55.6万 | 1,836股 | $55.3万 | 2,110股 | -274股-12.99% | 减仓 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.44% | 0.45% | $54.6万 | 2.4万股 | $51.2万 | 2.4万股 | +240股+0.99% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.44% | 0.45% | $54.2万 | 2,387股 | $50.3万 | 2,381股 | +6股+0.25% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.44% | 0.44% | $53.9万 | 1,032股 | $49.1万 | 1,061股 | -29股-2.73% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.43% | 0.54% | $53.1万 | 1.0万股 | $61.3万 | 1.0万股 | 00.00% | 持仓不变 |
 景顺·TR INVT GRADE MUNSVGM |
| 0.43% | 0.44% | $53.0万 | 5.0万股 | $49.4万 | 5.0万股 | 00.00% | 持仓不变 |
| IISHARES MSCI ISRAEL ETFEIS |
| 0.4% | 0.42% | $50.0万 | 4,141股 | $47.6万 | 4,106股 | +35股+0.85% | 加仓 |
 VisaV |
| 0.4% | 0.39% | $49.6万 | 1,446股 | $43.7万 | 1,444股 | +2股+0.14% | 加仓 |
 INVESCO ADVANTAGE MUN INCOME T SH BEN INTVKI |
| 0.38% | 0.38% | $47.4万 | 5.0万股 | $43.3万 | 5.0万股 | 00.00% | 持仓不变 |
