| IiShares安硕信托IVV |
| 13.34% | 11.74% | $857.1万 | 1.1万股 | $749.8万 | 1.1万股 | -34股-0.30% | 减仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 8.13% | 8.19% | $522.5万 | 8.0万股 | $523.5万 | 8.1万股 | -317股-0.39% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 7% | 7.11% | $449.9万 | 9.9万股 | $454.4万 | 10.0万股 | -712股-0.71% | 减仓 |
| S嘉信·USSCHX |
| 5.15% | 4.52% | $331.0万 | 11.2万股 | $288.9万 | 11.3万股 | -181股-0.16% | 减仓 |
 礼来LLY |
| 5.07% | 3.94% | $326.0万 | 2,718股 | $252.0万 | 2,740股 | -22股-0.80% | 减仓 |
 GRAPHIC PACKAGINGGPK |
| 3.11% | 2.94% | $199.6万 | 18.9万股 | $187.6万 | 18.9万股 | +150股+0.08% | 加仓 |
 苹果AAPL |
| 3.02% | 2.5% | $193.9万 | 6,702股 | $159.7万 | 6,294股 | +408股+6.48% | 加仓 |
| S道富SPMD |
| 2.81% | 2.47% | $180.8万 | 2.7万股 | $157.6万 | 2.7万股 | +147股+0.55% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 2.68% | 2.47% | $172.0万 | 5.9万股 | $157.6万 | 5.5万股 | +3,938股+7.18% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.63% | 2.36% | $168.7万 | 2.4万股 | $150.9万 | 2.4万股 | +122股+0.52% | 加仓 |
| F富达Covington信托FBCG |
| 2.62% | 2.18% | $168.4万 | 2.7万股 | $139.5万 | 2.8万股 | -721股-2.59% | 减仓 |
| IiShares安硕·COREIJH |
| 2.55% | 2.3% | $163.7万 | 2.1万股 | $146.9万 | 2.2万股 | -523股-2.40% | 减仓 |
| S嘉信策略信托SCHM |
| 2.28% | 1.93% | $146.5万 | 4.0万股 | $123.6万 | 4.0万股 | -162股-0.41% | 减仓 |
| IiShares安硕·COREIJR |
| 2.17% | 1.87% | $139.6万 | 9,414股 | $119.6万 | 9,621股 | -207股-2.15% | 减仓 |
 微软MSFT |
| 1.91% | 1.88% | $122.7万 | 3,290股 | $120.2万 | 3,246股 | +44股+1.36% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.86% | 1.87% | $119.6万 | 5.0万股 | $119.3万 | 4.9万股 | +376股+0.76% | 加仓 |
 英伟达NVDA |
| 1.85% | 1.6% | $118.7万 | 5,931股 | $101.9万 | 5,845股 | +86股+1.47% | 加仓 |
| S嘉信·USSCHP |
| 1.51% | 1.55% | $97.2万 | 3.7万股 | $99.2万 | 3.7万股 | -629股-1.69% | 减仓 |
| BBANK OF AMERBAC |
| 1.5% | 1.29% | $96.6万 | 1.7万股 | $82.7万 | 1.7万股 | +1股+0.01% | 加仓 |
 亚马逊AMZN |
| 1.48% | 1.08% | $94.8万 | 3,977股 | $69.0万 | 3,315股 | +662股+19.97% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.41% | 1.22% | $90.5万 | 2.7万股 | $77.8万 | 2.7万股 | +43股+0.16% | 加仓 |
 谷歌AGOOGL |
| 1.37% | 1.17% | $88.2万 | 2,468股 | $74.9万 | 2,605股 | -137股-5.26% | 减仓 |
| S嘉信·USSCHA |
| 1.28% | 1.04% | $82.3万 | 2.3万股 | $66.3万 | 2.3万股 | -5股-0.02% | 减仓 |
| IiShares安硕信托TLT |
| 1.19% | 1.49% | $76.6万 | 8,866股 | $95.5万 | 1.1万股 | -2,151股-19.52% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.14% | 1.02% | $73.5万 | 1.4万股 | $64.9万 | 1.2万股 | +1,542股+12.40% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.11% | 0.97% | $71.0万 | 2.0万股 | $62.2万 | 2.0万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 1.08% | 0.97% | $69.2万 | 2.5万股 | $62.2万 | 2.5万股 | -139股-0.55% | 减仓 |
| IiShares安硕信托IEFA |
| 1.07% | 0.99% | $68.6万 | 7,101股 | $63.4万 | 7,003股 | +98股+1.40% | 加仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 1.01% | — | $64.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| GGlobal X基金DTCR |
| 0.99% | 0.32% | $63.8万 | 2.1万股 | $20.2万 | 8,437股 | +1.3万股+149.03% | 加仓 |
| IiShares安硕IEMG |
| 0.88% | 0.77% | $56.7万 | 6,841股 | $49.0万 | 7,022股 | -181股-2.58% | 减仓 |
 RYDER SYSR |
| 0.86% | 0.67% | $55.3万 | 2,097股 | $42.9万 | 2,097股 | 00.00% | 持仓不变 |
| PPROSHARES ULTRAPRO QQQTQQQ |
| 0.81% | 0.41% | $51.9万 | 6,405股 | $26.1万 | 6,264股 | +141股+2.25% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.81% | 0.75% | $51.7万 | 5,364股 | $47.9万 | 5,401股 | -37股-0.69% | 减仓 |
| IiShares黄金信托IAU |
| 0.79% | 0.8% | $50.7万 | 6,717股 | $51.1万 | 5,801股 | +916股+15.79% | 加仓 |
| IiShares安硕信托STIP |
| 0.78% | 0.81% | $49.9万 | 4,885股 | $51.9万 | 5,016股 | -131股-2.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 0.72% | $48.9万 | 977股 | $46.0万 | 959股 | +18股+1.88% | 加仓 |
| I景顺·S&PSPHQ |
| 0.68% | 0.57% | $43.4万 | 4,822股 | $36.2万 | 4,820股 | +2股+0.04% | 加仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.05% | $41.9万 | 569股 | $2.9万 | 49股 | +520股+1,061.22% | 加仓 |
| IiShares安硕信托HYG |
| 0.62% | 0.54% | $40.1万 | 5,012股 | $34.4万 | 4,323股 | +689股+15.94% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.6% | 0.58% | $38.5万 | 9,326股 | $37.2万 | 9,559股 | -233股-2.44% | 减仓 |
| IiShares安硕信托DGRO |
| 0.59% | 0.55% | $37.6万 | 4,964股 | $34.8万 | 4,964股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 0.55% | 0.63% | $35.2万 | 6,584股 | $40.4万 | 5,932股 | +652股+10.99% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.54% | 0.48% | $35.0万 | 1,595股 | $30.5万 | 1,588股 | +7股+0.44% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.47% | $34.7万 | 465股 | $30.2万 | 465股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.54% | 0.5% | $34.4万 | 4,234股 | $32.2万 | 4,235股 | -1股-0.02% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.54% | 0.22% | $34.4万 | 8,478股 | $13.9万 | 3,876股 | +4,602股+118.73% | 加仓 |
| IiShares安硕信托TIP |
| 0.53% | 0.51% | $33.8万 | 3,090股 | $32.9万 | 2,980股 | +110股+3.69% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.49% | 0.26% | $31.8万 | 496股 | $16.7万 | 509股 | -13股-2.55% | 减仓 |
 博通AVGO |
| 0.46% | 0.38% | $29.4万 | 778股 | $24.1万 | 777股 | +1股+0.13% | 加仓 |
