| IiShares安硕·7-10YRIEF |
| 20.16% | — | $2,471.9万 | 20.3万股 | $0 | 0股 | +20.3万股 | 新买入 |
| IiShares安硕信托IEI |
| 19.01% | — | $2,330.5万 | 17.5万股 | $0 | 0股 | +17.5万股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 11.57% | 1.15% | $1,418.8万 | 9.4万股 | $247.8万 | 1.4万股 | +8.0万股+568.63% | 加仓 |
| IiShares安硕信托IWS |
| 9.87% | — | $1,210.4万 | 18.9万股 | $0 | 0股 | +18.9万股 | 新买入 |
| V先锋领航指数基金VUG |
| 4.76% | 3.11% | $583.5万 | 3.7万股 | $672.8万 | 3.7万股 | +308股+0.83% | 加仓 |
| I景顺交易所交易基金IIPGX |
| 3.87% | 2.43% | $474.9万 | 36.1万股 | $525.5万 | 35.0万股 | +1.1万股+3.08% | 加仓 |
| IiShares黄金信托IAUUSD |
| 2.98% | 1.62% | $365.1万 | 24.2万股 | $351.0万 | 24.2万股 | +203股+0.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.84% | 1.99% | $348.3万 | 1.9万股 | $430.6万 | 1.9万股 | +40股+0.21% | 加仓 |
| V先锋领航指数基金VOT |
| 2.82% | 1.97% | $346.1万 | 2.7万股 | $425.8万 | 2.7万股 | +502股+1.87% | 加仓 |
| IiShares安硕信托PFF |
| 2.7% | 1.89% | $331.5万 | 10.4万股 | $408.8万 | 10.9万股 | -4,636股-4.26% | 减仓 |
| S嘉信策略信托SCHD |
| 2.63% | 2.07% | $322.2万 | 7.2万股 | $448.1万 | 7.7万股 | -5,743股-7.42% | 减仓 |
| I景顺QQQ信托QQQ |
| 1.74% | 1.1% | $212.8万 | 1.1万股 | $238.4万 | 1.1万股 | -38股-0.34% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.53% | 13.38% | $188.0万 | 1.5万股 | $2,895.1万 | 19.0万股 | -17.4万股-91.85% | 减仓 |
| IiShares安硕信托IVW |
| 1.52% | 12.82% | $186.7万 | 1.1万股 | $2,774.3万 | 14.3万股 | -13.2万股-92.10% | 减仓 |
| V先锋领航指数基金VBK |
| 1.33% | — | $162.6万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕信托DVY |
| 1.29% | 1.26% | $158.5万 | 2.2万股 | $271.6万 | 2.6万股 | -4,159股-16.18% | 减仓 |
 苹果AAPL |
| 1.29% | 0.74% | $157.7万 | 6,201股 | $159.9万 | 5,444股 | +757股+13.91% | 加仓 |
| G通用动力VTI |
| 1.27% | 0.89% | $155.5万 | 1.2万股 | $193.6万 | 1.2万股 | +231股+1.95% | 加仓 |
| IiShares安硕信托TLH |
| 1.11% | — | $136.3万 | 8,130股 | $0 | 0股 | +8,130股 | 新买入 |
| V先锋领航·HEALTHVHT |
| 0.98% | 0.65% | $120.2万 | 7,240股 | $140.7万 | 7,337股 | -97股-1.32% | 减仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.84% | 0.56% | $102.6万 | 2.6万股 | $121.8万 | 2.8万股 | -1,494股-5.40% | 减仓 |
| IINVESCO FINANCIAL PREFERRED ETFPGF |
| 0.55% | 0.36% | $67.4万 | 4.0万股 | $77.0万 | 4.1万股 | -921股-2.26% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.53% | 0.36% | $64.5万 | 3.9万股 | $78.9万 | 3.9万股 | 00.00% | 持仓不变 |
 WP CAREYWPC |
| 0.45% | 0.35% | $55.7万 | 9,583股 | $76.4万 | 9,551股 | +32股+0.34% | 加仓 |
 Meta平台META |
| 0.44% | 0.33% | $54.5万 | 3,265股 | $71.8万 | 3,500股 | -235股-6.71% | 减仓 |
 亚马逊AMZN |
| 0.37% | 0.19% | $45.6万 | 234股 | $41.8万 | 226股 | +8股+3.54% | 加仓 |
| IiShares安硕信托MTUM |
| 0.33% | 0.22% | $40.3万 | 3,787股 | $47.6万 | 3,787股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.26% | 0.2% | $32.0万 | 5,293股 | $43.5万 | 5,663股 | -370股-6.53% | 减仓 |
| BBEST BUYBBY |
| 0.2% | 0.18% | $24.8万 | 4,354股 | $39.5万 | 4,500股 | -146股-3.24% | 减仓 |
 NETFLIXNFLX |
| 0.19% | — | $23.2万 | 617股 | $0 | 0股 | +617股 | 新买入 |
| GGlobal X基金QYLD |
| 0.18% | — | $21.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| I景顺交易所交易基金信托PBP |
| 0.16% | — | $19.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD |
| 0.14% | — | $17.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| AAMPIO PHARMACEUTICALS INC |
| 0.07% | 0.03% | $8.4万 | 20.2万股 | $7.2万 | 12.3万股 | +7.9万股+64.37% | 加仓 |
| AAURORA CANNABIS INC COMACB |
| 0.01% | 0.01% | $1.4万 | 1.5万股 | $3.2万 | 1.5万股 | 00.00% | 持仓不变 |
| HHEXO CORP |
| 0.01% | 0.01% | $1.3万 | 1.5万股 | $2.4万 | 1.5万股 | 00.00% | 持仓不变 |
