| IiShares安硕·7-10YRIEF |
| 10.73% | 11.44% | $5,541.6万 | 58.6万股 | $5,252.5万 | 55.0万股 | +3.6万股+6.47% | 加仓 |
| IiShares安硕信托EMB |
| 10.41% | 9.97% | $5,373.3万 | 55.7万股 | $4,577.9万 | 48.7万股 | +7.0万股+14.32% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 9.82% | — | $5,067.7万 | 108.0万股 | $0 | 0股 | +108.0万股 | 新买入 |
| IiShares安硕信托AGG |
| 8.55% | 9.46% | $4,415.3万 | 87.3万股 | $4,343.0万 | 86.8万股 | +4,689股+0.54% | 加仓 |
| IiShares安硕信托IDEV |
| 6.91% | 6.75% | $3,567.5万 | 40.1万股 | $3,097.6万 | 37.1万股 | +3.0万股+8.13% | 加仓 |
| I景顺QQQ信托VOO |
| 6.05% | 5.36% | $3,125.5万 | 4.2万股 | $2,461.1万 | 4.3万股 | -197股-0.46% | 减仓 |
| IiShares安硕信托MTUM |
| 5.96% | 3.61% | $3,076.0万 | 9.0万股 | $1,659.3万 | 6.9万股 | +2.1万股+29.77% | 加仓 |
| SSPDR行业精选信托XLF |
| 5.27% | 4.36% | $2,721.7万 | 50.8万股 | $2,001.0万 | 40.5万股 | +10.2万股+25.26% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.95% | 4.54% | $2,554.7万 | 42.8万股 | $2,086.0万 | 38.6万股 | +4.2万股+10.90% | 加仓 |
| V先锋领航·MIDVO |
| 4.74% | 4.56% | $2,448.4万 | 30.4万股 | $2,096.0万 | 7.3万股 | +23.1万股+316.37% | 加仓 |
| S道富SPSM |
| 3.17% | 2.32% | $1,636.5万 | 28.4万股 | $1,067.7万 | 22.1万股 | +6.3万股+28.43% | 加仓 |
| GGlobal X基金AIQ |
| 3.13% | 2.39% | $1,617.0万 | 24.6万股 | $1,099.1万 | 23.5万股 | +1.1万股+4.66% | 加仓 |
| PPimco Active Bond ETFBOND |
| 2.27% | 12.22% | $1,169.9万 | 12.7万股 | $5,612.6万 | 60.8万股 | -48.1万股-79.14% | 减仓 |
 亚马逊AMZN |
| 2.23% | 2.4% | $1,151.6万 | 4.8万股 | $1,101.7万 | 5.3万股 | -4,579股-8.66% | 减仓 |
| SSPDR行业精选信托XLE |
| 2.17% | 4.17% | $1,120.5万 | 21.1万股 | $1,913.1万 | 31.2万股 | -10.1万股-32.44% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.94% | 1.85% | $1,001.0万 | 6.3万股 | $848.7万 | 5.8万股 | +5,202股+8.99% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.85% | 1.77% | $953.3万 | 11.5万股 | $814.0万 | 9.9万股 | +1.5万股+15.57% | 加仓 |
 微软MSFT |
| 0.89% | 1.81% | $457.3万 | 1.2万股 | $830.1万 | 2.2万股 | -1.0万股-45.34% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.85% | 2.13% | $438.4万 | 9.6万股 | $980.3万 | 21.5万股 | -11.9万股-55.15% | 减仓 |
| IiShares安硕信托SGOV |
| 0.72% | 0.52% | $372.2万 | 3.7万股 | $239.9万 | 2.4万股 | +1.3万股+55.15% | 加仓 |
| GGlobal X基金EMBD |
| 0.65% | 1.8% | $337.9万 | 14.1万股 | $828.0万 | 35.3万股 | -21.2万股-60.07% | 减仓 |
 苹果AAPL |
| 0.64% | 0.59% | $328.9万 | 1.1万股 | $271.9万 | 1.1万股 | +656股+6.12% | 加仓 |
 英伟达NVDA |
| 0.3% | 0.29% | $157.2万 | 7,856股 | $130.9万 | 7,506股 | +350股+4.66% | 加仓 |
 PALO ALTOPANW |
| 0.24% | 0.13% | $125.9万 | 3,692股 | $57.9万 | 3,612股 | +80股+2.21% | 加仓 |
 特斯拉TSLA |
| 0.21% | 0.21% | $108.2万 | 2,572股 | $95.6万 | 2,572股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.21% | 0.16% | $108.1万 | 3.2万股 | $74.6万 | 2.6万股 | +6,338股+24.75% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.18% | 0.15% | $93.7万 | 3,715股 | $67.4万 | 3,715股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.18% | 0.16% | $91.5万 | 3,636股 | $74.5万 | 3,427股 | +209股+6.10% | 加仓 |
 摩根大通JPM |
| 0.17% | 0.17% | $88.3万 | 2,698股 | $76.1万 | 2,588股 | +110股+4.25% | 加仓 |
 礼来LLY |
| 0.17% | 0.16% | $86.6万 | 722股 | $74.2万 | 807股 | -85股-10.53% | 减仓 |
 阿斯麦ASML |
| 0.15% | 0.12% | $79.2万 | 398股 | $54.7万 | 414股 | -16股-3.86% | 减仓 |
| V先锋领航·TOTALBNDX |
| 0.15% | 0.06% | $78.0万 | 1.6万股 | $25.8万 | 5,372股 | +1.1万股+199.76% | 加仓 |
| G通用动力VTI |
| 0.15% | 0.29% | $76.1万 | 2,055股 | $131.9万 | 4,113股 | -2,058股-50.04% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.14% | 0.1% | $74.1万 | 2.1万股 | $47.3万 | 1.6万股 | +5,761股+37.12% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.14% | 0.29% | $72.2万 | 3,052股 | $132.2万 | 6,146股 | -3,094股-50.34% | 减仓 |
 AMD超威AMD |
| 0.14% | — | $70.2万 | 1,208股 | $0 | 0股 | +1,208股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.13% | 0.12% | $68.0万 | 1,924股 | $53.4万 | 1,862股 | +62股+3.33% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.12% | 0.08% | $62.2万 | 8,724股 | $37.0万 | 5,777股 | +2,947股+51.01% | 加仓 |
| IiShares安硕信托IUSV |
| 0.12% | 0.12% | $61.4万 | 5,577股 | $57.0万 | 5,577股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.12% | 0.25% | $60.4万 | 1.3万股 | $115.5万 | 2.5万股 | -1.2万股-47.13% | 减仓 |
| V先锋领航指数基金VUG |
| 0.11% | 0.13% | $56.4万 | 6,552股 | $58.7万 | 1,343股 | +5,209股+387.86% | 加仓 |
 埃克森美孚XOM |
| 0.11% | 0.19% | $55.2万 | 4,036股 | $86.2万 | 5,079股 | -1,043股-20.54% | 减仓 |
 好市多COST |
| 0.1% | 0.13% | $53.3万 | 570股 | $61.6万 | 618股 | -48股-7.77% | 减仓 |
| V先锋领航指数基金VTV |
| 0.1% | 0.1% | $51.6万 | 2,367股 | $47.4万 | 2,417股 | -50股-2.07% | 减仓 |
| IiShares安硕信托SHYG |
| 0.1% | 0.22% | $50.8万 | 1.2万股 | $99.0万 | 2.3万股 | -1.1万股-48.78% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.1% | 0.11% | $50.0万 | 9,936股 | $50.0万 | 9,936股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.09% | 0.1% | $47.9万 | 958股 | $47.2万 | 985股 | -27股-2.74% | 减仓 |
 美国运通AXP |
| 0.09% | 0.08% | $46.6万 | 1,377股 | $38.6万 | 1,277股 | +100股+7.83% | 加仓 |
| IiShares安硕信托IVV |
| 0.09% | 0.11% | $45.7万 | 610股 | $52.6万 | 805股 | -195股-24.22% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.09% | — | $45.0万 | 3,400股 | $0 | 0股 | +3,400股 | 新买入 |
