| IiShares安硕信托IVV |
| 11.51% | 10.74% | $4,427.6万 | 5.9万股 | $3,810.5万 | 5.8万股 | +787股+1.35% | 加仓 |
| S道富SPYV |
| 5.26% | 5.33% | $2,023.4万 | 33.3万股 | $1,892.6万 | 33.4万股 | -1,642股-0.49% | 减仓 |
| S道富SPYM |
| 5.09% | 4.99% | $1,958.3万 | 22.3万股 | $1,769.9万 | 23.1万股 | -8,401股-3.63% | 减仓 |
| IiShares安硕·COREIJH |
| 4.87% | 4.63% | $1,874.7万 | 24.3万股 | $1,643.0万 | 24.3万股 | -175股-0.07% | 减仓 |
| IiShares安硕·ESGEFA |
| 4.75% | 4.74% | $1,826.8万 | 17.8万股 | $1,680.4万 | 17.6万股 | +1,948股+1.11% | 加仓 |
| S道富SPSM |
| 4.36% | 3.98% | $1,678.5万 | 29.1万股 | $1,411.2万 | 29.2万股 | -996股-0.34% | 减仓 |
| IiShares安硕信托IBDT |
| 3.39% | 3.56% | $1,303.6万 | 51.6万股 | $1,263.8万 | 49.9万股 | +1.7万股+3.48% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 3.39% | 3.56% | $1,303.0万 | 56.3万股 | $1,263.8万 | 54.3万股 | +1.9万股+3.55% | 加仓 |
| S道富SPMD |
| 2.76% | 2.71% | $1,063.5万 | 15.7万股 | $962.8万 | 16.3万股 | -5,165股-3.18% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.35% | 0.21% | $903.9万 | 43.4万股 | $76.1万 | 3.6万股 | +39.7万股+1,092.98% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.3% | 2.49% | $885.1万 | 17.3万股 | $882.1万 | 17.3万股 | +247股+0.14% | 加仓 |
| IiShares安硕信托IBDS |
| 2.29% | 2.96% | $881.4万 | 36.4万股 | $1,048.8万 | 43.3万股 | -6.9万股-15.90% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 2.26% | 2.23% | $871.2万 | 8.1万股 | $791.1万 | 8.6万股 | -5,641股-6.53% | 减仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 2.17% | 2.3% | $836.0万 | 34.4万股 | $817.7万 | 34.1万股 | +2,915股+0.85% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.14% | 2.14% | $825.1万 | 11.6万股 | $760.2万 | 11.9万股 | -2,831股-2.39% | 减仓 |
| SSPDR道富指数基金SPEM |
| 2.1% | 2.05% | $806.6万 | 15.6万股 | $728.1万 | 15.5万股 | +565股+0.36% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 2.02% | 1.5% | $777.1万 | 35.6万股 | $530.6万 | 24.2万股 | +11.4万股+47.05% | 加仓 |
 苹果AAPL |
| 1.99% | 2.04% | $767.1万 | 2.7万股 | $725.5万 | 2.9万股 | -2,075股-7.26% | 减仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.93% | 2.04% | $744.3万 | 15.4万股 | $725.0万 | 15.2万股 | +2,338股+1.54% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.75% | 1.37% | $671.6万 | 3.5万股 | $484.8万 | 3.6万股 | -1,230股-3.37% | 减仓 |
| SSPDR行业精选信托XLRE |
| 1.32% | 1.47% | $509.3万 | 12.6万股 | $521.0万 | 13.0万股 | -3,385股-2.61% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.29% | 1.27% | $496.5万 | 9.8万股 | $452.0万 | 8.9万股 | +8,870股+9.93% | 加仓 |
| JJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETFBBHY |
| 1.27% | 1.4% | $488.3万 | 10.6万股 | $495.8万 | 10.8万股 | -2,259股-2.09% | 减仓 |
| IiShares安硕信托USRT |
| 1.17% | 1.11% | $450.6万 | 6.8万股 | $393.3万 | 6.6万股 | +1,373股+2.07% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.16% | 1.22% | $448.3万 | 7.9万股 | $434.5万 | 7.7万股 | +2,702股+3.52% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 1.11% | 1.22% | $428.6万 | 4.4万股 | $432.8万 | 4.5万股 | -739股-1.63% | 减仓 |
| IiShares安硕·COREIJR |
| 1.09% | 1.05% | $421.1万 | 2.8万股 | $371.9万 | 3.0万股 | -1,530股-5.11% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.09% | 1.1% | $420.3万 | 5,627股 | $389.0万 | 5,981股 | -354股-5.92% | 减仓 |
 摩根大通JPM |
| 0.78% | 0.82% | $299.2万 | 9,139股 | $290.8万 | 9,887股 | -748股-7.57% | 减仓 |
 沃尔玛WMT |
| 0.68% | 0.89% | $261.2万 | 2.3万股 | $314.3万 | 2.5万股 | -2,229股-8.81% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.62% | 0.63% | $240.0万 | 2.0万股 | $224.0万 | 2.1万股 | -88股-0.43% | 减仓 |
 台积电TSM |
| 0.61% | 0.53% | $236.6万 | 4,953股 | $189.8万 | 5,615股 | -662股-11.79% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.61% | 0.6% | $233.1万 | 1.5万股 | $213.4万 | 1.5万股 | +137股+0.94% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.58% | 0.48% | $224.2万 | 4,000股 | $169.9万 | 4,000股 | 00.00% | 持仓不变 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.57% | 0.55% | $219.8万 | 5.9万股 | $193.7万 | 5.3万股 | +6,798股+12.93% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.56% | 0.57% | $217.2万 | 4,158股 | $202.9万 | 4,381股 | -223股-5.09% | 减仓 |
 博通AVGO |
| 0.55% | 0.57% | $211.5万 | 5,598股 | $202.8万 | 6,554股 | -956股-14.59% | 减仓 |
 卡特彼勒CAT |
| 0.52% | 0.42% | $199.4万 | 1,872股 | $149.3万 | 2,108股 | -236股-11.20% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.51% | 0.51% | $197.6万 | 3.7万股 | $182.7万 | 3.7万股 | -134股-0.36% | 减仓 |
 微软MSFT |
| 0.49% | 0.53% | $187.8万 | 5,034股 | $188.5万 | 5,091股 | -57股-1.12% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.48% | 0.49% | $183.8万 | 1.8万股 | $174.4万 | 1.8万股 | -265股-1.48% | 减仓 |
 默沙东MRK |
| 0.47% | 0.53% | $182.7万 | 1.4万股 | $187.4万 | 1.6万股 | -1,366股-8.77% | 减仓 |
| S道富XLI |
| 0.44% | 0.42% | $169.5万 | 9,150股 | $149.2万 | 9,224股 | -74股-0.80% | 减仓 |
| IiShares安硕信托ICVT |
| 0.4% | 0.35% | $155.7万 | 1.3万股 | $125.9万 | 1.2万股 | +428股+3.46% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.37% | 0.39% | $143.7万 | 2.4万股 | $137.4万 | 2.5万股 | -1,343股-5.28% | 减仓 |
 强生JNJ |
| 0.37% | 0.4% | $143.6万 | 5,655股 | $143.5万 | 5,871股 | -216股-3.68% | 减仓 |
 亚马逊AMZN |
| 0.36% | 0.34% | $137.0万 | 5,748股 | $121.4万 | 5,827股 | -79股-1.36% | 减仓 |
 高盛GS |
| 0.35% | 0.35% | $133.5万 | 1,320股 | $123.8万 | 1,464股 | -144股-9.84% | 减仓 |
 可口可乐KO |
| 0.34% | 0.38% | $129.1万 | 1.6万股 | $133.2万 | 1.8万股 | -1,637股-9.34% | 减仓 |
 AMGEN COMAMGN |
| 0.31% | 0.37% | $119.8万 | 3,307股 | $130.9万 | 3,720股 | -413股-11.10% | 减仓 |
