| G通用动力VTI |
| 9.95% | 9.19% | $1,252.1万 | 3.4万股 | $1,093.4万 | 3.4万股 | -247股-0.72% | 减仓 |
 苹果AAPL |
| 6.99% | 6.49% | $880.2万 | 3.0万股 | $771.9万 | 3.0万股 | +3股+0.01% | 加仓 |
| IiShares安硕信托USMV |
| 6.43% | 6.04% | $809.6万 | 8.4万股 | $718.0万 | 7.7万股 | +6,503股+8.40% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 6.41% | 6.85% | $806.9万 | 27.6万股 | $815.1万 | 28.4万股 | -7,848股-2.77% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.34% | 4.35% | $546.1万 | 15.7万股 | $518.0万 | 17.0万股 | -1.3万股-7.63% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 4.08% | 3.8% | $513.4万 | 7.1万股 | $451.7万 | 7.4万股 | -2,630股-3.57% | 减仓 |
| IiShares安硕信托MTUM |
| 3.24% | 3.3% | $408.2万 | 1.2万股 | $393.1万 | 1.6万股 | -4,473股-27.31% | 减仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 3.2% | 1.65% | $402.2万 | 8.3万股 | $196.0万 | 3.9万股 | +4.4万股+114.27% | 加仓 |
| EENERGY TRANSFER L PET |
| 3.09% | 3.49% | $389.1万 | 20.4万股 | $414.9万 | 21.5万股 | -1.1万股-5.32% | 减仓 |
| IiShares安硕·COREIJR |
| 2.93% | 2.64% | $369.4万 | 2.5万股 | $314.1万 | 2.5万股 | -359股-1.42% | 减仓 |
| J骏利Detroit策略信托JMBS |
| 2.54% | 3% | $320.1万 | 7.1万股 | $357.0万 | 7.9万股 | -7,875股-9.97% | 减仓 |
| PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP |
| 2.49% | 2.79% | $313.8万 | 3.2万股 | $331.7万 | 3.4万股 | -1,882股-5.49% | 减仓 |
| V先锋领航·MIDVO |
| 2.42% | 2.28% | $304.7万 | 3.8万股 | $270.7万 | 9,426股 | +2.8万股+301.23% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.4% | 2.19% | $302.3万 | 5.4万股 | $261.0万 | 4.6万股 | +7,476股+16.23% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 2.26% | 3.15% | $284.5万 | 1.8万股 | $375.3万 | 2.7万股 | -8,999股-33.18% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.17% | 2.24% | $272.5万 | 5,446股 | $266.0万 | 5,550股 | -104股-1.87% | 减仓 |
| IiShares安硕信托SHV |
| 2% | 2.05% | $251.7万 | 2.3万股 | $243.7万 | 2.2万股 | +732股+3.32% | 加仓 |
| PPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUNDZROZ |
| 1.95% | 3.02% | $245.5万 | 3.8万股 | $359.4万 | 5.6万股 | -1.8万股-31.78% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.88% | 1.84% | $236.4万 | 2.5万股 | $219.0万 | 2.5万股 | -180股-0.73% | 减仓 |
| IIBMIBM |
| 1.72% | 0.51% | $216.6万 | 7,704股 | $61.1万 | 2,519股 | +5,185股+205.84% | 加仓 |
| I景顺交易所交易基金IIPGX |
| 1.69% | 1.33% | $212.7万 | 19.6万股 | $158.3万 | 14.6万股 | +5.1万股+34.82% | 加仓 |
| IiShares安硕信托SGOV |
| 1.67% | 1.75% | $210.5万 | 2.1万股 | $208.2万 | 2.1万股 | +228股+1.10% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.62% | 1.06% | $203.3万 | 9,557股 | $126.3万 | 6,581股 | +2,976股+45.22% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.59% | 1.81% | $199.8万 | 6.2万股 | $215.3万 | 6.4万股 | -1,729股-2.69% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 1.45% | 1.28% | $182.8万 | 1.3万股 | $152.7万 | 1.3万股 | 00.00% | 持仓不变 |
| DDIREXION DAILY S&P 500 BEAR 1X SHARESSPDN |
| 1.33% | 1.13% | $167.7万 | 19.3万股 | $134.0万 | 13.5万股 | +5.9万股+43.61% | 加仓 |
| XXTRACKERS MSCI EAFE HIGHDIVIDEND YIELD EQUITY ETFHDEF |
| 1.32% | 1.78% | $166.7万 | 5.2万股 | $212.1万 | 6.5万股 | -1.4万股-20.74% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.9% | 0.95% | $113.3万 | 1.5万股 | $112.8万 | 1.5万股 | +160股+1.09% | 加仓 |
| SSTRATIFIED LARGECAP INDEX ETFSSPY |
| 0.89% | 0.85% | $111.8万 | 1.2万股 | $101.6万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.87% | 0.75% | $109.2万 | 7,939股 | $89.8万 | 7,939股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.81% | 0.99% | $102.0万 | 1.1万股 | $118.2万 | 1.1万股 | 00.00% | 持仓不变 |
 MAGNA INTLMGA |
| 0.81% | 0.81% | $101.3万 | 1.5万股 | $95.9万 | 1.7万股 | -1,741股-10.14% | 减仓 |
| IiShares安硕信托IVV |
| 0.77% | 0.71% | $96.9万 | 1,294股 | $84.5万 | 1,294股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.66% | 0.72% | $82.8万 | 2.3万股 | $85.3万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.66% | 0.61% | $82.8万 | 1,206股 | $72.1万 | 1,206股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.64% | 0.72% | $80.5万 | 6,358股 | $85.5万 | 6,527股 | -169股-2.59% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.63% | 0.74% | $79.2万 | 6,269股 | $88.4万 | 6,343股 | -74股-1.17% | 减仓 |
 艾伯维ABBV |
| 0.6% | 0.35% | $76.1万 | 3,026股 | $41.5万 | 1,910股 | +1,116股+58.43% | 加仓 |
 辉瑞PFE |
| 0.59% | 0.76% | $74.1万 | 3.1万股 | $90.4万 | 3.2万股 | -1,428股-4.44% | 减仓 |
 保德信金融PRU |
| 0.56% | 0.32% | $70.4万 | 6,520股 | $37.9万 | 3,880股 | +2,640股+68.04% | 加仓 |
 富兰克林资源BEN |
| 0.55% | 0.46% | $69.4万 | 2.1万股 | $54.8万 | 2.3万股 | -2,361股-10.17% | 减仓 |
| I景顺QQQ信托VOO |
| 0.55% | 0.45% | $68.9万 | 935股 | $53.8万 | 932股 | +3股+0.32% | 加仓 |
 微软MSFT |
| 0.43% | — | $54.6万 | 1,463股 | $0 | 0股 | +1,463股 | 新买入 |
 NUVEEN MUNICIPAL VALUENUV |
| 0.43% | 0.45% | $53.7万 | 5.8万股 | $54.0万 | 6.0万股 | -1,754股-2.92% | 减仓 |
 DOW COMDOW |
| 0.43% | 0.93% | $53.7万 | 2.0万股 | $111.2万 | 2.7万股 | -7,071股-26.48% | 减仓 |
| AALPS ETF信托AMLP |
| 0.4% | 0.42% | $50.7万 | 9,785股 | $50.3万 | 9,562股 | +223股+2.33% | 加仓 |
| WWESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETFMDST |
| 0.4% | 0.45% | $50.4万 | 1.7万股 | $53.0万 | 1.9万股 | -1,078股-5.81% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.39% | 0.41% | $49.7万 | 9,827股 | $49.0万 | 9,827股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.37% | 0.33% | $47.0万 | 5,453股 | $39.7万 | 909股 | +4,544股+499.89% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.33% | $44.7万 | 599股 | $38.9万 | 597股 | +2股+0.34% | 加仓 |
