| IiShares安硕信托AGG |
| 6.67% | 7.28% | $7,275.4万 | 73.5万股 | $7,134.0万 | 71.9万股 | +1.6万股+2.28% | 加仓 |
| V先锋领航·TOTALBND |
| 6.67% | 7.28% | $7,270.1万 | 99.0万股 | $7,132.8万 | 96.9万股 | +2.2万股+2.24% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 6.67% | 7.29% | $7,267.8万 | 314.2万股 | $7,143.1万 | 307.6万股 | +6.6万股+2.14% | 加仓 |
| IiShares安硕信托IVV |
| 4.8% | 3.52% | $5,232.0万 | 7.0万股 | $3,446.8万 | 5.3万股 | +1.7万股+32.40% | 加仓 |
| GGlobal X基金MLPX |
| 4.51% | 5.08% | $4,918.3万 | 66.8万股 | $4,977.6万 | 67.3万股 | -5,490股-0.82% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.21% | 4.55% | $4,589.9万 | 15.1万股 | $4,454.7万 | 18.7万股 | -3.6万股-19.19% | 减仓 |
| WWISDOMTREE U.S. EFFICIENT CORE FUNDNTSX |
| 3.98% | 7.08% | $4,340.4万 | 73.5万股 | $6,933.5万 | 129.7万股 | -56.2万股-43.31% | 减仓 |
| SSPDR行业精选信托XLU |
| 3.77% | 4.32% | $4,106.3万 | 90.6万股 | $4,236.4万 | 92.3万股 | -1.7万股-1.89% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.29% | 3.87% | $3,584.7万 | 15.1万股 | $3,787.4万 | 17.6万股 | -2.5万股-13.98% | 减仓 |
| V先锋领航指数基金VOO |
| 3.18% | 2.13% | $3,466.7万 | 5.0万股 | $2,086.9万 | 3.5万股 | +1.6万股+44.53% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 2.97% | 2.67% | $3,235.4万 | 136.6万股 | $2,618.7万 | 121.9万股 | +14.8万股+12.12% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.59% | 3.09% | $2,820.5万 | 49.9万股 | $3,026.8万 | 53.4万股 | -3.5万股-6.49% | 减仓 |
| IiShares安硕信托LQD |
| 2.25% | — | $2,456.0万 | 22.5万股 | $0 | 0股 | +22.5万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.21% | 1.99% | $2,411.6万 | 29.2万股 | $1,950.9万 | 23.6万股 | +5.6万股+23.76% | 加仓 |
| GGlobal X基金PFFD |
| 2.16% | 2.35% | $2,359.6万 | 126.2万股 | $2,299.7万 | 125.0万股 | +1.3万股+1.01% | 加仓 |
| S道富SPIB |
| 1.83% | — | $1,990.8万 | 59.5万股 | $0 | 0股 | +59.5万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.76% | 1.05% | $1,917.5万 | 2.6万股 | $1,032.6万 | 1.6万股 | +9,799股+61.71% | 加仓 |
| DDimensional维度ETF信托DFCF |
| 1.47% | 1.59% | $1,598.7万 | 37.9万股 | $1,559.0万 | 36.9万股 | +9,479股+2.57% | 加仓 |
| S道富SPYM |
| 1.4% | 1.51% | $1,528.6万 | 17.4万股 | $1,478.4万 | 19.3万股 | -1.9万股-9.95% | 减仓 |
| IISHARES BROADUSIG |
| 1.33% | — | $1,445.0万 | 28.2万股 | $0 | 0股 | +28.2万股 | 新买入 |
| IiShares安硕信托IGIB |
| 1.32% | — | $1,441.8万 | 27.1万股 | $0 | 0股 | +27.1万股 | 新买入 |
| I景顺交易所交易基金IIBAB |
| 1.11% | 1.19% | $1,204.8万 | 44.9万股 | $1,164.0万 | 43.2万股 | +1.7万股+3.97% | 加仓 |
 Alliant能源LNT |
| 1.01% | — | $1,098.2万 | 998.0万股 | $0 | 0股 | +998.0万股 | 新买入 |
 Global PaymentsGPN |
| 0.94% | 1.02% | $1,020.2万 | 1,136.7万股 | $1,001.5万 | 1,136.7万股 | 00.00% | 持仓不变 |
| PPPL CAPITAL FUNDING, INC. |
| 0.93% | 1.07% | $1,012.4万 | 892.0万股 | $1,045.0万 | 892.0万股 | 00.00% | 持仓不变 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.93% | 0.98% | $1,009.6万 | 8,048股 | $959.0万 | 8,048股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.92% | 1.08% | $999.0万 | 20.1万股 | $1,056.1万 | 20.1万股 | 00.00% | 持仓不变 |
 WELLTOWER COMWELL |
| 0.91% | 0.87% | $994.1万 | 4.4万股 | $852.4万 | 4.4万股 | -600股-1.35% | 减仓 |
 WEC能源WEC |
| 0.9% | 1% | $984.3万 | 794.4万股 | $982.7万 | 794.4万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.9% | 1% | $977.0万 | 816.9万股 | $982.3万 | 816.9万股 | 00.00% | 持仓不变 |
 EtsyETSY |
| 0.87% | 0.95% | $952.4万 | 1,043.0万股 | $931.3万 | 1,043.0万股 | 00.00% | 持仓不变 |
| W富国银行WFC |
| 0.87% | 1.98% | $948.7万 | 8,200股 | $1,940.9万 | 1.6万股 | -8,200股-50.00% | 减仓 |
| MMERITAGE HOMESMTH |
| 0.86% | 0.89% | $938.0万 | 910.2万股 | $876.5万 | 910.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.81% | 2.18% | $886.4万 | 9.2万股 | $2,138.4万 | 23.6万股 | -14.4万股-61.14% | 减仓 |
 谷歌AGOOGL |
| 0.81% | — | $881.9万 | 17.3万股 | $0 | 0股 | +17.3万股 | 新买入 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 0.73% | 0.8% | $793.2万 | 30.3万股 | $782.8万 | 30.1万股 | +1,901股+0.63% | 加仓 |
 NETFLIXNFLX |
| 0.66% | 0.3% | $725.0万 | 10.2万股 | $290.9万 | 3.0万股 | +7.1万股+235.63% | 加仓 |
 DatadogDDOG |
| 0.65% | 0.38% | $713.6万 | 502.0万股 | $375.0万 | 388.0万股 | +114.0万股+29.38% | 加仓 |
 Guardant HealthGH |
| 0.62% | 0.21% | $675.2万 | 542.9万股 | $210.6万 | 204.9万股 | +338.0万股+164.96% | 加仓 |
 Cloudflare, Inc.NET |
| 0.58% | — | $635.4万 | 502.3万股 | $0 | 0股 | +502.3万股 | 新买入 |
 谷歌AGOOGL |
| 0.54% | 0.5% | $585.2万 | 1.6万股 | $489.8万 | 1.7万股 | -660股-3.87% | 减仓 |
 HalozymeHALO |
| 0.52% | 0.31% | $567.8万 | 511.0万股 | $308.0万 | 297.0万股 | +214.0万股+72.05% | 加仓 |
 DraftKings Holdings IncDKNG |
| 0.49% | 0.53% | $536.8万 | 578.0万股 | $520.2万 | 578.0万股 | 00.00% | 持仓不变 |
| SSHIFT4 PMTS |
| 0.49% | 0.31% | $531.1万 | 557.6万股 | $299.6万 | 319.6万股 | +238.0万股+74.47% | 加仓 |
 西部数据WDC |
| 0.49% | — | $530.1万 | 8,300股 | $0 | 0股 | +8,300股 | 新买入 |
 Boeing/TheBA |
| 0.48% | 0.64% | $528.7万 | 7.8万股 | $631.6万 | 9.7万股 | -1.9万股-19.84% | 减仓 |
 台积电TSM |
| 0.45% | 0.45% | $489.9万 | 1.0万股 | $440.3万 | 1.3万股 | -2,770股-21.26% | 减仓 |
 英伟达NVDA |
| 0.45% | 0.54% | $487.4万 | 2.4万股 | $530.8万 | 3.0万股 | -6,077股-19.97% | 减仓 |
| MMOOGMOG/A |
| 0.42% | — | $457.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 苹果AAPL |
| 0.41% | 0.53% | $448.8万 | 1.6万股 | $523.2万 | 2.1万股 | -5,104股-24.76% | 减仓 |
