| S道富SPYV |
| 14.77% | 15.16% | $1,977.4万 | 32.5万股 | $1,896.1万 | 33.5万股 | -9,842股-2.94% | 减仓 |
| V先锋领航指数基金VOO |
| 13.24% | 12.12% | $1,772.6万 | 2.6万股 | $1,515.8万 | 2.5万股 | +442股+1.74% | 加仓 |
| S嘉信策略信托SCHF |
| 12.3% | 11.86% | $1,646.4万 | 59.4万股 | $1,483.4万 | 59.9万股 | -4,987股-0.83% | 减仓 |
| IiShares安硕信托AGG |
| 10.14% | 10.73% | $1,357.1万 | 13.7万股 | $1,342.1万 | 13.5万股 | +1,913股+1.42% | 加仓 |
| IiShares安硕信托SHYG |
| 8.4% | 8.84% | $1,124.2万 | 26.5万股 | $1,106.1万 | 26.1万股 | +3,639股+1.39% | 加仓 |
| IiShares安硕信托IGIB |
| 7.17% | 7.64% | $959.2万 | 18.0万股 | $955.2万 | 17.9万股 | +916股+0.51% | 加仓 |
| AAvantis·U SAVUV |
| 5.84% | 5.57% | $781.2万 | 6.3万股 | $696.2万 | 6.3万股 | -403股-0.64% | 减仓 |
| S道富SPIB |
| 3.85% | 3.97% | $515.2万 | 15.4万股 | $496.9万 | 14.8万股 | +5,837股+3.94% | 加仓 |
| SSPDR道富系列信托BIL |
| 2.81% | 3.09% | $376.7万 | 4.1万股 | $386.8万 | 4.2万股 | -1,101股-2.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.77% | 2.56% | $370.2万 | 4,958股 | $320.3万 | 4,925股 | +33股+0.67% | 加仓 |
| S嘉信策略信托SCHD |
| 2.42% | 2.51% | $324.6万 | 10.2万股 | $313.7万 | 10.2万股 | +111股+0.11% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 1.75% | 1.84% | $234.2万 | 5.8万股 | $230.0万 | 5.7万股 | +988股+1.74% | 加仓 |
| CCAPITAL GRP SHRT DURATION INC ETFCGSD |
| 1.56% | 1.54% | $209.3万 | 8.1万股 | $192.3万 | 7.5万股 | +6,782股+9.10% | 加仓 |
| IiShares安硕信托SGOV |
| 1.27% | 0.77% | $170.2万 | 1.7万股 | $96.7万 | 9,606股 | +7,300股+75.99% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.1% | 1.18% | $147.8万 | 1.8万股 | $148.0万 | 1.8万股 | +75股+0.42% | 加仓 |
| J骏利亨德森JAAA |
| 1.07% | 1.13% | $143.5万 | 2.8万股 | $141.7万 | 2.8万股 | +299股+1.06% | 加仓 |
| IiShares安硕信托DGRO |
| 0.97% | 0.96% | $130.2万 | 1.7万股 | $120.1万 | 1.7万股 | +64股+0.37% | 加仓 |
 苹果AAPL |
| 0.95% | 0.89% | $127.4万 | 4,401股 | $111.6万 | 4,396股 | +5股+0.11% | 加仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 0.85% | 0.81% | $113.4万 | 9,610股 | $100.9万 | 9,605股 | +5股+0.05% | 加仓 |
| C资本集团股息价值CCBG |
| 0.83% | 0.74% | $111.3万 | 2.3万股 | $92.5万 | 2.2万股 | +845股+3.89% | 加仓 |
 3M COMMMM |
| 0.5% | 0.48% | $66.4万 | 4,104股 | $59.6万 | 4,104股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.47% | 0.45% | $63.0万 | 1.1万股 | $56.0万 | 1.0万股 | +188股+1.81% | 加仓 |
| IIBMIBM |
| 0.45% | 0.41% | $59.6万 | 2,121股 | $51.4万 | 2,121股 | 00.00% | 持仓不变 |
| C资本集团固定收益ETF信托CGCB |
| 0.4% | 0.43% | $53.4万 | 2.0万股 | $53.5万 | 2.0万股 | +26股+0.13% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.4% | 0.38% | $53.4万 | 1,022股 | $47.2万 | 1,019股 | +3股+0.29% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.35% | 0.37% | $46.9万 | 1.7万股 | $46.2万 | 1.7万股 | +178股+1.05% | 加仓 |
 摩根大通JPM |
| 0.35% | 0.34% | $46.7万 | 1,427股 | $42.9万 | 1,460股 | -33股-2.26% | 减仓 |
| A美国世纪ETF信托AVLV |
| 0.34% | — | $45.9万 | 5,033股 | $0 | 0股 | +5,033股 | 新买入 |
| IiShares安硕信托IQLT |
| 0.33% | 0.33% | $44.5万 | 8,988股 | $40.8万 | 8,834股 | +154股+1.74% | 加仓 |
 威瑞森VZ |
| 0.29% | 0.37% | $39.0万 | 9,212股 | $46.2万 | 9,210股 | +2股+0.02% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.29% | 0.35% | $38.3万 | 2,283股 | $43.8万 | 2,083股 | +200股+9.60% | 加仓 |
 迪尔DE |
| 0.28% | 0.26% | $36.8万 | 581股 | $32.6万 | 579股 | +2股+0.35% | 加仓 |
| AAT&TT |
| 0.26% | 0.38% | $34.4万 | 1.7万股 | $48.1万 | 1.7万股 | +6股+0.04% | 加仓 |
| F富达Covington信托FDHY |
| 0.22% | 0.23% | $29.9万 | 6,091股 | $29.2万 | 6,013股 | +78股+1.30% | 加仓 |
| IiShares安硕信托EFV |
| 0.2% | 0.2% | $26.7万 | 3,444股 | $25.5万 | 3,406股 | +38股+1.12% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.18% | 0.2% | $24.5万 | 3,767股 | $24.4万 | 3,758股 | +9股+0.24% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.18% | 0.19% | $24.3万 | 4,173股 | $23.3万 | 3,975股 | +198股+4.98% | 加仓 |
| CCOHEN & STEERS TOTAL RETURNRFI |
| 0.17% | 0.18% | $23.3万 | 2.1万股 | $22.5万 | 2.0万股 | +428股+2.12% | 加仓 |
 英伟达NVDA |
| 0.16% | — | $21.7万 | 1,082股 | $0 | 0股 | +1,082股 | 新买入 |
| FFS CREDIT OPPORTUNITIESFSCO |
| 0.05% | 0.06% | $7.1万 | 1.4万股 | $7.0万 | 1.4万股 | +480股+3.51% | 加仓 |
| EEAGLE POINT CR COECC |
| 0.04% | 0.04% | $5.1万 | 1.4万股 | $4.9万 | 1.3万股 | +593股+4.53% | 加仓 |
| CCARLYLE CREDIT INCOME FUNDCCIF |
| 0.03% | 0.03% | $3.8万 | 1.4万股 | $4.2万 | 1.3万股 | +488股+3.71% | 加仓 |
