| I景顺·S&PSPHQ |
| 13.31% | 11.48% | $4,315.7万 | 47.9万股 | $3,296.6万 | 43.8万股 | +4.1万股+9.25% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 9.22% | 10.53% | $2,987.2万 | 65.7万股 | $3,024.1万 | 66.3万股 | -6,210股-0.94% | 减仓 |
| S嘉信策略信托SCHD |
| 9.2% | 9.3% | $2,982.8万 | 94.1万股 | $2,672.8万 | 87.1万股 | +6.9万股+7.97% | 加仓 |
| S嘉信策略信托SCHF |
| 8.54% | 9.6% | $2,768.4万 | 99.9万股 | $2,756.7万 | 111.4万股 | -11.4万股-10.27% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 7.59% | 9.74% | $2,461.8万 | 26.0万股 | $2,796.9万 | 29.3万股 | -3.3万股-11.17% | 减仓 |
| SSPDR道富系列信托SPYG |
| 7.27% | 7.29% | $2,358.2万 | 19.8万股 | $2,095.4万 | 21.4万股 | -1.6万股-7.40% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 5.35% | 5.57% | $1,733.4万 | 35.9万股 | $1,599.4万 | 33.0万股 | +2.9万股+8.85% | 加仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 5.32% | 5.3% | $1,724.2万 | 32.9万股 | $1,522.7万 | 31.6万股 | +1.3万股+4.09% | 加仓 |
| FFIDELITY LOW DURATION BOND FACTOR ETFFLDR |
| 4.7% | — | $1,524.2万 | 30.4万股 | $0 | 0股 | +30.4万股 | 新买入 |
| IISHARES MSCI USA SMALL-CAP MIN VOL FACTORETFSMMV |
| 4.04% | 4.25% | $1,309.6万 | 28.4万股 | $1,220.3万 | 28.0万股 | +4,664股+1.67% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 3.91% | 4.42% | $1,266.2万 | 25.7万股 | $1,269.0万 | 31.6万股 | -5.9万股-18.64% | 减仓 |
| IiShares安硕信托USMV |
| 3.86% | 4.06% | $1,251.4万 | 13.0万股 | $1,166.9万 | 12.6万股 | +3,915股+3.11% | 加仓 |
| S道富SPMD |
| 3.19% | 3.89% | $1,034.1万 | 15.3万股 | $1,118.5万 | 18.9万股 | -3.6万股-18.95% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.97% | 3.04% | $964.3万 | 40.7万股 | $874.4万 | 40.7万股 | +346股+0.09% | 加仓 |
| S道富SPYM |
| 2.7% | 2.49% | $874.5万 | 10.0万股 | $714.2万 | 9.3万股 | +6,193股+6.64% | 加仓 |
| S道富SPSM |
| 1.69% | 1.56% | $548.0万 | 9.5万股 | $448.4万 | 9.3万股 | +2,229股+2.40% | 加仓 |
| V先锋领航指数基金VTV |
| 1.55% | 1.49% | $503.8万 | 2.3万股 | $428.2万 | 2.2万股 | +1,294股+5.93% | 加仓 |
| IiShares安硕信托GVI |
| 1.29% | 1.41% | $418.1万 | 3.9万股 | $404.3万 | 3.8万股 | +759股+1.99% | 加仓 |
| AABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETFBCD |
| 0.88% | 1.05% | $283.9万 | 8.3万股 | $302.3万 | 8.4万股 | -1,362股-1.61% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.65% | 0.71% | $211.3万 | 8.3万股 | $204.2万 | 8.2万股 | +700股+0.85% | 加仓 |
| S道富SPYV |
| 0.54% | 0.57% | $174.5万 | 2.9万股 | $162.7万 | 2.9万股 | -55股-0.19% | 减仓 |
| WWisdomTree信托DGRW |
| 0.47% | 0.6% | $151.1万 | 1.6万股 | $172.8万 | 2.0万股 | -3,875股-19.70% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.4% | 0.5% | $129.8万 | 2.5万股 | $143.3万 | 2.8万股 | -2,690股-9.57% | 减仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.39% | 0.39% | $127.0万 | 1.0万股 | $111.6万 | 1.0万股 | +20股+0.19% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.26% | 0.26% | $83.0万 | 2,777股 | $75.4万 | 2,768股 | +9股+0.33% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.18% | 0.17% | $57.8万 | 5,357股 | $49.0万 | 5,355股 | +2股+0.04% | 加仓 |
| SSPDR道富系列信托SHM |
| 0.16% | 0.18% | $51.2万 | 1.1万股 | $51.0万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.12% | — | $39.5万 | 7,811股 | $0 | 0股 | +7,811股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.12% | 0.08% | $37.4万 | 507股 | $23.0万 | 399股 | +108股+27.07% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.07% | — | $22.9万 | 4,566股 | $0 | 0股 | +4,566股 | 新买入 |
| S嘉信·USSCHP |
| 0.06% | 0.07% | $20.9万 | 7,894股 | $21.0万 | 7,894股 | 00.00% | 持仓不变 |
