| S道富SPYM |
| 26.82% | 27.22% | $6,944.0万 | 79.0万股 | $5,837.2万 | 76.3万股 | +2.8万股+3.61% | 加仓 |
| IiShares安硕信托SGOV |
| 9.68% | 8.71% | $2,507.6万 | 24.9万股 | $1,866.9万 | 18.5万股 | +6.4万股+34.30% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 6.16% | 5.87% | $1,595.0万 | 55.0万股 | $1,257.8万 | 43.1万股 | +11.9万股+27.55% | 加仓 |
| S道富SPYV |
| 5.2% | 5.42% | $1,346.0万 | 22.1万股 | $1,163.1万 | 20.6万股 | +1.6万股+7.71% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 4.74% | 4.22% | $1,228.5万 | 5.8万股 | $904.9万 | 4.7万股 | +1.1万股+22.45% | 加仓 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 4.27% | 4.29% | $1,106.0万 | 9.6万股 | $920.5万 | 9.8万股 | -2,010股-2.05% | 减仓 |
| S道富SPSM |
| 4.09% | 3.43% | $1,058.6万 | 18.4万股 | $734.8万 | 15.2万股 | +3.2万股+20.72% | 加仓 |
| S道富SPMD |
| 3.79% | 3.54% | $980.7万 | 14.5万股 | $758.7万 | 12.8万股 | +1.7万股+13.32% | 加仓 |
| SSPDR道富系列信托SPTM |
| 2.92% | 3.23% | $755.2万 | 8.3万股 | $692.8万 | 8.8万股 | -4,449股-5.08% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.8% | 3.25% | $726.0万 | 1.5万股 | $696.9万 | 1.5万股 | -35股-0.24% | 减仓 |
| SSPDR道富系列信托SPYG |
| 2.05% | 2.08% | $530.1万 | 4.5万股 | $446.2万 | 4.6万股 | -1,023股-2.24% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.93% | 3.5% | $501.0万 | 3.3万股 | $749.6万 | 5.1万股 | -1.8万股-35.91% | 减仓 |
| I景顺QQQ信托VOO |
| 1.86% | 1.42% | $480.9万 | 6,530股 | $303.8万 | 5,263股 | +1,267股+24.07% | 加仓 |
| SSPDR道富系列信托XNTK |
| 1.83% | 1.35% | $473.5万 | 1.2万股 | $289.5万 | 1.1万股 | +779股+6.87% | 加仓 |
| S道富SPTI |
| 1.52% | 1.78% | $394.3万 | 13.9万股 | $381.9万 | 13.3万股 | +5,608股+4.21% | 加仓 |
| SSPDR道富系列信托SPTL |
| 1.46% | 1.49% | $378.4万 | 14.4万股 | $320.4万 | 12.2万股 | +2.2万股+18.41% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.44% | 1.51% | $372.9万 | 4,994股 | $324.8万 | 4,994股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.24% | 1.05% | $320.3万 | 4,664股 | $224.6万 | 3,758股 | +906股+24.11% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.01% | 1.04% | $262.6万 | 5.2万股 | $223.1万 | 4.9万股 | +3,257股+6.67% | 加仓 |
| S道富SPAB |
| 0.94% | 0.99% | $243.2万 | 9.5万股 | $212.7万 | 8.3万股 | +1.2万股+14.75% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.89% | 1.07% | $231.5万 | 2.8万股 | $228.4万 | 2.8万股 | 00.00% | 持仓不变 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.67% | 0.73% | $173.4万 | 5.8万股 | $155.6万 | 5.2万股 | +6,022股+11.64% | 加仓 |
| SSPDR道富系列信托SJNK |
| 0.59% | 0.6% | $153.8万 | 6.1万股 | $129.4万 | 5.2万股 | +9,663股+18.66% | 加仓 |
| IiShares安硕·COREIJH |
| 0.57% | 0.54% | $147.9万 | 1.9万股 | $115.4万 | 1.7万股 | +2,091股+12.23% | 加仓 |
| IiShares安硕信托AGG |
| 0.53% | 0.64% | $137.4万 | 1.4万股 | $137.8万 | 1.4万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.51% | 0.54% | $132.7万 | 1,887股 | $116.4万 | 1,887股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 0.5% | 0.7% | $128.2万 | 1.4万股 | $149.5万 | 1.6万股 | -2,327股-14.26% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.48% | 0.59% | $124.3万 | 2.7万股 | $127.4万 | 2.8万股 | -356股-1.28% | 减仓 |
 苹果AAPL |
| 0.48% | 0.5% | $123.5万 | 4,267股 | $106.5万 | 4,196股 | +71股+1.69% | 加仓 |
| V先锋领航全球基金MGV |
| 0.46% | 0.5% | $120.2万 | 7,354股 | $106.6万 | 7,354股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.43% | $112.8万 | 3,192股 | $91.6万 | 3,192股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.41% | 0.46% | $106.6万 | 1.0万股 | $99.7万 | 1.0万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.41% | 0.41% | $106.3万 | 1.2万股 | $88.8万 | 2,418股 | +9,672股+400.00% | 加仓 |
 礼来LLY |
| 0.4% | — | $104.7万 | 873股 | $0 | 0股 | +873股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.36% | 0.28% | $93.8万 | 1.3万股 | $60.0万 | 9,356股 | +3,807股+40.69% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.36% | 0.36% | $92.9万 | 3,091股 | $76.7万 | 3,091股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.35% | 0.37% | $89.5万 | 1.1万股 | $79.8万 | 2,778股 | +8,334股+300.00% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.33% | 0.53% | $85.7万 | 1.7万股 | $113.1万 | 2.2万股 | -5,376股-24.01% | 减仓 |
 3M COMMMM |
| 0.33% | 0.35% | $84.5万 | 5,219股 | $75.8万 | 5,219股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 0.32% | 0.33% | $81.7万 | 1.6万股 | $70.1万 | 1.5万股 | +837股+5.60% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.28% | 0.35% | $73.6万 | 9,597股 | $74.1万 | 9,597股 | 00.00% | 持仓不变 |
 HEICOHEI |
| 0.23% | 0.23% | $60.2万 | 2,333股 | $49.2万 | 2,333股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.22% | 0.23% | $56.1万 | 749股 | $48.9万 | 749股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.19% | 0.11% | $49.2万 | 1,316股 | $23.2万 | 816股 | +500股+61.27% | 加仓 |
| S道富SPIB |
| 0.17% | 0.17% | $43.3万 | 1.3万股 | $36.6万 | 1.1万股 | +2,048股+18.79% | 加仓 |
| S道富SPHY |
| 0.16% | 0.16% | $41.5万 | 1.8万股 | $34.8万 | 1.5万股 | +2,778股+18.60% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.16% | 0.21% | $40.4万 | 1,709股 | $45.0万 | 2,092股 | -383股-18.31% | 减仓 |
 艾伯维ABBV |
| 0.15% | 0.16% | $39.0万 | 1,548股 | $33.7万 | 1,548股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.15% | — | $38.5万 | 328股 | $0 | 0股 | +328股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.15% | 0.21% | $38.2万 | 7,187股 | $44.0万 | 7,187股 | 00.00% | 持仓不变 |
