| IiShares安硕·MSCIQUAL |
| 11.25% | 10.86% | $1.13亿 | 51.4万股 | $9,645.4万 | 50.3万股 | +1.1万股+2.13% | 加仓 |
| S嘉信策略信托SCHD |
| 6.19% | 6.72% | $6,194.9万 | 195.4万股 | $5,968.2万 | 194.5万股 | +8,306股+0.43% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 4.74% | 4.86% | $4,746.5万 | 20.1万股 | $4,314.9万 | 20.1万股 | -40股-0.02% | 减仓 |
 苹果AAPL |
| 4.01% | 3.93% | $4,013.2万 | 13.9万股 | $3,490.4万 | 13.8万股 | +1,161股+0.84% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 4% | 4.13% | $4,010.2万 | 32.8万股 | $3,668.1万 | 34.1万股 | -1.3万股-3.79% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.98% | 4.16% | $3,987.4万 | 18.7万股 | $3,690.8万 | 19.2万股 | -4,908股-2.55% | 减仓 |
| WWisdomTree信托DGRW |
| 3.81% | 3.71% | $3,811.2万 | 39.9万股 | $3,297.0万 | 37.5万股 | +2.3万股+6.19% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 3.74% | 4.05% | $3,747.7万 | 80.0万股 | $3,599.0万 | 76.9万股 | +3.1万股+4.04% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 3.42% | 3.75% | $3,428.3万 | 101.6万股 | $3,333.6万 | 98.8万股 | +2.8万股+2.86% | 加仓 |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 3.24% | 3.64% | $3,241.1万 | 78.2万股 | $3,236.9万 | 78.0万股 | +1,951股+0.25% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.76% | 2.34% | $2,763.7万 | 81.7万股 | $2,076.9万 | 71.3万股 | +10.4万股+14.55% | 加仓 |
| IiShares安硕信托IQLT |
| 2.56% | 2.48% | $2,561.7万 | 51.7万股 | $2,202.9万 | 47.7万股 | +4.1万股+8.50% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 2.43% | 2.22% | $2,429.1万 | 30.0万股 | $1,967.2万 | 28.8万股 | +1.2万股+4.01% | 加仓 |
| S嘉信策略信托SCHC |
| 2.38% | 2.29% | $2,380.9万 | 45.1万股 | $2,030.5万 | 41.5万股 | +3.6万股+8.74% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 2.02% | 2.16% | $2,019.4万 | 69.1万股 | $1,921.9万 | 66.9万股 | +2.1万股+3.21% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.94% | 2.4% | $1,943.3万 | 49.2万股 | $2,130.2万 | 53.6万股 | -4.4万股-8.17% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.84% | 1.86% | $1,843.2万 | 19.7万股 | $1,649.6万 | 18.6万股 | +1.1万股+5.85% | 加仓 |
| WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE |
| 1.83% | 1.52% | $1,833.0万 | 37.3万股 | $1,350.7万 | 33.7万股 | +3.6万股+10.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.77% | 1.74% | $1,776.4万 | 2.4万股 | $1,542.5万 | 2.4万股 | +69股+0.29% | 加仓 |
| SSPDR道富系列信托SJNK |
| 1.67% | 2.09% | $1,677.1万 | 67.0万股 | $1,859.2万 | 74.4万股 | -7.4万股-9.97% | 减仓 |
 英伟达NVDA |
| 1.64% | 1.64% | $1,641.6万 | 8.2万股 | $1,453.6万 | 8.3万股 | -1,307股-1.57% | 减仓 |
| I景顺QQQ信托VOO |
| 1.22% | 1.14% | $1,225.4万 | 1.7万股 | $1,008.4万 | 1.7万股 | -830股-4.75% | 减仓 |
| VVanEck Russia ETFBBH |
| 1.01% | 1.17% | $1,015.6万 | 9.8万股 | $1,035.6万 | 10.7万股 | -9,401股-8.78% | 减仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 0.97% | 0.76% | $972.3万 | 12.5万股 | $670.6万 | 8.6万股 | +3.9万股+45.02% | 加仓 |
 微软MSFT |
| 0.94% | 1.07% | $942.3万 | 2.5万股 | $952.3万 | 2.6万股 | -463股-1.80% | 减仓 |
| PPacer基金信托CALF |
| 0.88% | 0.91% | $878.6万 | 17.4万股 | $808.7万 | 18.0万股 | -6,640股-3.68% | 减仓 |
 亚马逊AMZN |
| 0.88% | 0.77% | $876.8万 | 3.7万股 | $683.0万 | 3.3万股 | +3,990股+12.17% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.76% | 0.82% | $761.7万 | 1.5万股 | $731.6万 | 1.5万股 | -44股-0.29% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.76% | 1.26% | $759.7万 | 15.0万股 | $1,116.5万 | 22.1万股 | -7.0万股-31.91% | 减仓 |
 博通AVGO |
| 0.69% | 0.56% | $692.1万 | 1.8万股 | $500.2万 | 1.6万股 | +2,161股+13.37% | 加仓 |
 谷歌AGOOGL |
| 0.63% | 0.48% | $633.5万 | 1.8万股 | $425.6万 | 1.5万股 | +2,927股+19.78% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.61% | 0.71% | $610.0万 | 34.1万股 | $627.9万 | 35.4万股 | -1.3万股-3.55% | 减仓 |
| IiShares安硕信托IVV |
| 0.55% | 0.51% | $546.6万 | 7,299股 | $448.5万 | 6,867股 | +432股+6.29% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.51% | 0.57% | $512.6万 | 13.9万股 | $506.2万 | 13.4万股 | +5,670股+4.24% | 加仓 |
 SABINE RTY TR UNIT BEN INTSBR |
| 0.5% | 0.57% | $499.1万 | 6.8万股 | $510.6万 | 6.8万股 | +105股+0.15% | 加仓 |
 英特尔INTC |
| 0.42% | 0.05% | $425.3万 | 3.0万股 | $42.4万 | 9,617股 | +2.1万股+216.72% | 加仓 |
| G通用动力VTI |
| 0.41% | 0.4% | $410.0万 | 1.1万股 | $354.5万 | 1.1万股 | +28股+0.25% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.38% | 0.43% | $385.3万 | 20.2万股 | $380.5万 | 19.7万股 | +4,347股+2.20% | 加仓 |
| H哈特福德·MULTIFACTOR DEVELOPED MARKETS (EX-US) ETFRODM |
| 0.36% | 0.39% | $359.6万 | 8.9万股 | $347.7万 | 8.8万股 | +787股+0.89% | 加仓 |
 ChipotleCMG |
| 0.32% | 0.34% | $318.0万 | 9.4万股 | $300.6万 | 9.4万股 | -395股-0.42% | 减仓 |
 台积电TSM |
| 0.31% | 0.24% | $308.0万 | 6,449股 | $210.2万 | 6,221股 | +228股+3.67% | 加仓 |
| S嘉信策略信托SCHE |
| 0.29% | 0.3% | $294.5万 | 8.1万股 | $269.4万 | 8.2万股 | -534股-0.65% | 减仓 |
 埃克森美孚XOM |
| 0.29% | 0.38% | $291.4万 | 2.1万股 | $341.6万 | 2.0万股 | +1,178股+5.85% | 加仓 |
| MMPLXFFUT |
| 0.27% | 0.29% | $272.7万 | 4.8万股 | $260.1万 | 4.6万股 | +2,838股+6.23% | 加仓 |
 GE VernovaGEV |
| 0.26% | 0.13% | $263.4万 | 2,242股 | $119.8万 | 1,372股 | +870股+63.41% | 加仓 |
 美光科技MU |
| 0.26% | 0.09% | $260.5万 | 2,257股 | $76.1万 | 2,253股 | +4股+0.18% | 加仓 |
| S嘉信策略信托SCHF |
| 0.25% | 0.28% | $253.9万 | 9.2万股 | $250.1万 | 10.1万股 | -9,374股-9.28% | 减仓 |
 摩根大通JPM |
| 0.25% | 0.24% | $252.4万 | 7,710股 | $210.6万 | 7,159股 | +551股+7.70% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.25% | 0.29% | $247.7万 | 5.7万股 | $259.0万 | 5.9万股 | -2,604股-4.38% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.23% | 0.24% | $226.5万 | 4.3万股 | $212.4万 | 4.0万股 | +2,802股+6.93% | 加仓 |
