| SSPDR标普500 ETFSPY |
| 6.58% | 6.01% | $1,066.2万 | 1.4万股 | $864.8万 | 1.3万股 | +979股+7.36% | 加仓 |
| IInnovator ETF信托BMAR |
| 4.92% | 5.05% | $797.1万 | 13.8万股 | $726.7万 | 13.8万股 | -125股-0.09% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.68% | 4.29% | $757.8万 | 22.4万股 | $618.0万 | 21.2万股 | +1.2万股+5.55% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.33% | 4.34% | $702.1万 | 6.8万股 | $624.8万 | 6.4万股 | +3,265股+5.08% | 加仓 |
| V先锋领航指数基金VOO |
| 3.86% | 3.22% | $625.9万 | 8,499股 | $464.4万 | 8,046股 | +453股+5.63% | 加仓 |
| IiShares安硕·COREIJR |
| 3.73% | 3.4% | $604.5万 | 4.1万股 | $490.0万 | 3.9万股 | +1,345股+3.41% | 加仓 |
| IiShares安硕·COREIJH |
| 3.72% | 3.55% | $602.7万 | 7.8万股 | $510.6万 | 7.6万股 | +2,542股+3.36% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 3.68% | 4.91% | $595.7万 | 19.7万股 | $706.7万 | 19.9万股 | -1,965股-0.99% | 减仓 |
| IiShares安硕信托IVV |
| 3.56% | 3.46% | $576.3万 | 7,696股 | $498.3万 | 7,629股 | +67股+0.88% | 加仓 |
| IiShares安硕信托IEFA |
| 3.09% | 3.18% | $501.0万 | 5.2万股 | $458.0万 | 5.1万股 | +1,292股+2.55% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.52% | 2.41% | $408.3万 | 1.9万股 | $347.4万 | 1.8万股 | +492股+2.72% | 加仓 |
 家得宝HD |
| 2.43% | 2.54% | $393.7万 | 1.1万股 | $365.5万 | 1.1万股 | +49股+0.44% | 加仓 |
 苹果AAPL |
| 2.36% | 2.35% | $381.9万 | 1.3万股 | $338.4万 | 1.3万股 | -137股-1.03% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 1.9% | 1.76% | $308.4万 | 6.1万股 | $253.9万 | 5.5万股 | +5,812股+10.62% | 加仓 |
| S嘉信策略信托SCHD |
| 1.79% | 1.79% | $290.7万 | 9.2万股 | $258.3万 | 8.4万股 | +7,477股+8.88% | 加仓 |
| J骏利亨德森JAAA |
| 1.67% | 1.81% | $270.2万 | 5.4万股 | $259.9万 | 5.2万股 | +1,912股+3.70% | 加仓 |
| J骏利Detroit策略信托JMBS |
| 1.59% | 1.77% | $257.6万 | 5.7万股 | $255.6万 | 5.7万股 | +684股+1.21% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.54% | 1.65% | $249.3万 | 2.5万股 | $237.1万 | 2.4万股 | +1,148股+4.87% | 加仓 |
 微软MSFT |
| 1.52% | 1.73% | $247.0万 | 6,622股 | $248.8万 | 6,722股 | -100股-1.49% | 减仓 |
| IiShares安硕信托ITOT |
| 1.51% | 1.47% | $244.5万 | 1.5万股 | $211.2万 | 1.5万股 | +6股+0.04% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.44% | 1.24% | $233.4万 | 1.1万股 | $178.5万 | 9,301股 | +1,669股+17.94% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.44% | 1.52% | $232.5万 | 4.6万股 | $218.4万 | 4.4万股 | +2,579股+5.90% | 加仓 |
| PProShares信托NOBL |
| 1.4% | 1.4% | $226.6万 | 4.0万股 | $201.8万 | 1.9万股 | +2.1万股+112.00% | 加仓 |
| WWORLD GOLD TRGLD |
| 1.37% | — | $222.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| J骏利Detroit策略信托VNLA |
| 1.28% | 1.38% | $207.9万 | 4.3万股 | $198.3万 | 4.1万股 | +1,957股+4.82% | 加仓 |
| SSPDR黄金信托GLD |
| 1.12% | 3.3% | $180.7万 | 4,905股 | $475.0万 | 1.1万股 | -6,134股-55.57% | 减仓 |
| IiShares黄金信托IAU |
| 1.05% | 1.35% | $170.0万 | 2.3万股 | $194.0万 | 2.2万股 | +507股+2.30% | 加仓 |
| G通用动力VTI |
| 1.05% | 1.01% | $169.9万 | 4,591股 | $145.0万 | 4,519股 | +72股+1.59% | 加仓 |
| IInnovator ETF信托DDFY |
| 1.05% | — | $169.6万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| V先锋领航斯科茨代尔基金VONV |
| 0.96% | 0.98% | $155.7万 | 1.5万股 | $140.7万 | 1.5万股 | -362股-2.41% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.96% | 1.02% | $155.6万 | 9,808股 | $147.5万 | 1.0万股 | -251股-2.50% | 减仓 |
| IINNOVATOR ETFS TRUSTDDFM |
| 0.96% | 0.98% | $155.4万 | 7.9万股 | $141.1万 | 7.5万股 | +3,560股+4.74% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.9% | 0.82% | $145.4万 | 1.0万股 | $118.7万 | 9,487股 | +757股+7.98% | 加仓 |
| IInnovator ETF信托PMAR |
| 0.89% | 0.94% | $144.7万 | 3.0万股 | $135.1万 | 3.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.89% | 0.8% | $144.4万 | 2.0万股 | $115.9万 | 1.8万股 | +2,181股+12.06% | 加仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.85% | 1.01% | $138.0万 | 2.6万股 | $145.3万 | 2.8万股 | -1,549股-5.63% | 减仓 |
| F第一信托交易所交易基金VIQCAP |
| 0.85% | 0.91% | $137.1万 | 5.5万股 | $130.5万 | 5.4万股 | +657股+1.21% | 加仓 |
| IInnovator ETF信托DDFD |
| 0.83% | 0.85% | $135.2万 | 6.8万股 | $121.8万 | 6.4万股 | +3,325股+5.17% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.79% | 0.8% | $128.2万 | 1.5万股 | $115.2万 | 1.5万股 | +53股+0.35% | 加仓 |
| IiShares安硕信托 |
| 0.65% | 0.55% | $105.2万 | 3,500股 | $79.3万 | 3,200股 | +300股+9.38% | 加仓 |
 英伟达NVDA |
| 0.63% | 0.66% | $101.3万 | 5,063股 | $95.0万 | 5,447股 | -384股-7.05% | 减仓 |
 谷歌AGOOGL |
| 0.61% | 0.55% | $98.6万 | 2,758股 | $79.7万 | 2,771股 | -13股-0.47% | 减仓 |
 洛克希德马丁LMT |
| 0.55% | 0.74% | $89.5万 | 1,756股 | $106.4万 | 1,760股 | -4股-0.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.52% | $89.3万 | 2,527股 | $74.3万 | 2,591股 | -64股-2.47% | 减仓 |
 甲骨文ORCL |
| 0.5% | 0.55% | $80.3万 | 5,481股 | $79.9万 | 5,429股 | +52股+0.96% | 加仓 |
| CCOCA COLA CONSCOKE |
| 0.49% | 0.58% | $80.0万 | 4,188股 | $83.0万 | 4,330股 | -142股-3.28% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.49% | 0.47% | $78.7万 | 6,339股 | $67.5万 | 1,583股 | +4,756股+300.44% | 加仓 |
 美国运通AXP |
| 0.46% | 0.44% | $73.9万 | 2,186股 | $64.0万 | 2,115股 | +71股+3.36% | 加仓 |
 埃克森美孚XOM |
| 0.45% | 0.61% | $72.4万 | 5,294股 | $87.9万 | 5,180股 | +114股+2.20% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.44% | 0.49% | $72.0万 | 7,804股 | $70.4万 | 7,632股 | +172股+2.25% | 加仓 |
