| IiShares安硕信托ITOT |
| 17.12% | 17.17% | $2.09亿 | 127.5万股 | $1.91亿 | 134.0万股 | -6.5万股-4.85% | 减仓 |
| G通用动力VTI |
| 7.7% | 7.44% | $9,418.2万 | 25.5万股 | $8,267.3万 | 25.8万股 | -3,181股-1.23% | 减仓 |
| IiShares安硕信托IVV |
| 4.92% | 4.73% | $6,025.2万 | 8.0万股 | $5,253.8万 | 8.0万股 | +25股+0.03% | 加仓 |
| V先锋领航债券指数基金BSV |
| 4.03% | 4.9% | $4,934.4万 | 63.3万股 | $5,448.0万 | 69.5万股 | -6.1万股-8.85% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.61% | 3.62% | $4,419.4万 | 18.7万股 | $4,023.2万 | 18.7万股 | -303股-0.16% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 3.45% | 3.39% | $4,216.7万 | 19.2万股 | $3,766.7万 | 19.6万股 | -4,209股-2.14% | 减仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 3.44% | 3.76% | $4,207.0万 | 44.0万股 | $4,178.1万 | 43.6万股 | +3,987股+0.91% | 加仓 |
| V先锋领航指数基金VUG |
| 3.24% | 3.01% | $3,966.9万 | 46.1万股 | $3,350.9万 | 7.7万股 | +38.4万股+500.29% | 加仓 |
| V先锋领航·TOTALBND |
| 2.82% | 3.5% | $3,453.0万 | 47.0万股 | $3,887.7万 | 52.8万股 | -5.8万股-10.90% | 减仓 |
| V先锋领航指数基金VOO |
| 2.49% | 2.24% | $3,050.4万 | 4.4万股 | $2,494.0万 | 4.2万股 | +2,676股+6.41% | 加仓 |
| V先锋领航指数基金VV |
| 2.47% | 2.37% | $3,026.4万 | 8.8万股 | $2,632.0万 | 8.8万股 | -70股-0.08% | 减仓 |
| V先锋领航指数基金VTV |
| 2.43% | 2.43% | $2,976.6万 | 13.7万股 | $2,700.4万 | 13.8万股 | -1,050股-0.76% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.1% | 2.25% | $2,565.6万 | 25.4万股 | $2,503.2万 | 24.9万股 | +5,596股+2.25% | 加仓 |
| IiShares安硕信托AGG |
| 1.9% | 2.34% | $2,328.7万 | 23.5万股 | $2,599.0万 | 26.2万股 | -2.7万股-10.14% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.86% | 1.74% | $2,278.4万 | 48.5万股 | $1,939.2万 | 41.2万股 | +7.4万股+17.84% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 1.66% | 1.83% | $2,029.5万 | 40.2万股 | $2,032.4万 | 40.3万股 | -972股-0.24% | 减仓 |
| PPGIM ULTRAPULS |
| 1.47% | 0.83% | $1,796.0万 | 36.2万股 | $923.1万 | 18.6万股 | +17.6万股+94.36% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 1.44% | 1.37% | $1,756.0万 | 37.2万股 | $1,522.8万 | 32.2万股 | +5.1万股+15.70% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1.41% | 1.41% | $1,724.3万 | 34.6万股 | $1,568.7万 | 31.5万股 | +3.1万股+9.98% | 加仓 |
 汽车地带AZO |
| 1.34% | 1.52% | $1,633.7万 | 5,112股 | $1,694.3万 | 5,016股 | +96股+1.91% | 加仓 |
| I景顺·S&PSPHQ |
| 1.24% | 1.1% | $1,520.2万 | 16.9万股 | $1,220.7万 | 16.2万股 | +6,368股+3.92% | 加仓 |
| IiShares安硕信托IXUS |
| 1.21% | 1.25% | $1,484.2万 | 15.6万股 | $1,386.5万 | 16.0万股 | -4,521股-2.83% | 减仓 |
| J摩根大通交易所交易基金JPLD |
| 1.17% | 1.24% | $1,426.6万 | 27.3万股 | $1,376.3万 | 26.4万股 | +9,622股+3.65% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.16% | 1.03% | $1,424.4万 | 15.7万股 | $1,141.0万 | 14.4万股 | +1.3万股+8.71% | 加仓 |
| PPimco Active Bond ETFBOND |
| 1.16% | 1.05% | $1,415.3万 | 15.3万股 | $1,163.3万 | 12.6万股 | +2.7万股+21.75% | 加仓 |
| WWisdomTree信托DGRW |
| 1.07% | 1.06% | $1,310.7万 | 13.7万股 | $1,175.8万 | 13.4万股 | +3,216股+2.40% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.02% | 1.22% | $1,250.2万 | 24.7万股 | $1,358.4万 | 26.8万股 | -2.1万股-7.90% | 减仓 |
| IiShares安硕信托USMV |
| 1% | 1.1% | $1,223.6万 | 12.7万股 | $1,219.5万 | 13.2万股 | -4,645股-3.53% | 减仓 |
| V先锋领航指数基金VB |
| 0.99% | 0.96% | $1,215.1万 | 4.0万股 | $1,068.8万 | 4.1万股 | -718股-1.76% | 减仓 |
| V先锋领航·MIDVO |
| 0.85% | 0.86% | $1,045.2万 | 13.0万股 | $954.4万 | 3.3万股 | +9.6万股+290.37% | 加仓 |
| IiShares安硕信托GVI |
| 0.84% | 1.06% | $1,025.3万 | 9.6万股 | $1,182.7万 | 11.1万股 | -1.5万股-13.28% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.83% | 1.01% | $1,013.1万 | 19.9万股 | $1,120.8万 | 22.0万股 | -2.1万股-9.64% | 减仓 |
| V先锋领航指数基金VXF |
| 0.79% | 0.73% | $966.5万 | 3.9万股 | $814.7万 | 4.0万股 | -331股-0.84% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.77% | 0.75% | $944.2万 | 6.0万股 | $829.3万 | 6.0万股 | +221股+0.37% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.73% | 0.73% | $889.0万 | 16.9万股 | $812.5万 | 15.6万股 | +1.3万股+8.56% | 加仓 |
| V先锋领航·MALVERN FDSVCRB |
| 0.7% | 0.22% | $858.2万 | 11.1万股 | $245.5万 | 3.2万股 | +7.9万股+250.22% | 加仓 |
| S道富SPYM |
| 0.67% | 0.31% | $818.5万 | 9.3万股 | $348.6万 | 4.6万股 | +4.8万股+104.50% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.63% | 0.74% | $772.6万 | 17.0万股 | $822.4万 | 18.0万股 | -1.0万股-5.79% | 减仓 |
| F第一信托交易所交易基金FTCS |
| 0.62% | 0.74% | $760.6万 | 8.1万股 | $823.9万 | 8.9万股 | -7,842股-8.83% | 减仓 |
 苹果AAPL |
| 0.54% | 0.5% | $664.9万 | 2.3万股 | $557.5万 | 2.2万股 | +1,013股+4.61% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.54% | 0.51% | $660.0万 | 13.0万股 | $564.1万 | 11.3万股 | +1.7万股+15.47% | 加仓 |
| V先锋领航·MALVERN FDSVSDB |
| 0.51% | — | $623.9万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.5% | 0.69% | $614.7万 | 10.3万股 | $769.2万 | 12.9万股 | -2.6万股-20.02% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.47% | 0.46% | $575.9万 | 6.7万股 | $513.3万 | 6.7万股 | +808股+1.21% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 0.36% | 0.32% | $445.1万 | 6.2万股 | $357.5万 | 5.8万股 | +3,268股+5.60% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.33% | 0.25% | $398.1万 | 1.3万股 | $274.9万 | 1.2万股 | +1,570股+13.57% | 加仓 |
| IiShares安硕信托GVI |
| 0.32% | 0.37% | $397.4万 | 3.7万股 | $406.9万 | 3.8万股 | -1,403股-3.66% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.32% | 0.4% | $393.2万 | 7.8万股 | $442.3万 | 8.9万股 | -1.1万股-12.32% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 0.3% | 0.17% | $372.2万 | 7.5万股 | $188.9万 | 3.8万股 | +3.7万股+97.08% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.3% | 0.24% | $368.5万 | 4.5万股 | $264.0万 | 3.9万股 | +6,793股+17.57% | 加仓 |
