| SSPDR标普500 ETFSPY |
| 38.43% | 45.11% | $1.34亿 | 31.4万股 | $1.63亿 | 36.8万股 | -5.4万股-14.60% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 32.94% | 25.36% | $1.15亿 | 125.8万股 | $9,175.5万 | 95.0万股 | +30.8万股+32.42% | 加仓 |
| IiShares安硕信托SHV |
| 16.76% | 26.46% | $5,862.2万 | 53.1万股 | $9,574.8万 | 86.7万股 | -33.6万股-38.78% | 减仓 |
| IiShares安硕信托AGG |
| 4.61% | 0.1% | $1,613.8万 | 17.2万股 | $37.8万 | 3,855股 | +16.8万股+4,351.54% | 加仓 |
| IiShares安硕信托ITOT |
| 2.04% | — | $712.5万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| IiShares安硕信托IXUS |
| 1.34% | — | $467.5万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.67% | — | $234.7万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 苹果AAPL |
| 0.34% | 0.91% | $119.9万 | 7,000股 | $329.0万 | 1.7万股 | -9,959股-58.72% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.29% | — | $100.8万 | 4,290股 | $0 | 0股 | +4,290股 | 新买入 |
 GUGGENHEIM STRATEGIC OPPORTUGOF |
| 0.28% | — | $98.7万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.22% | — | $76.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 iShares安硕·MBSACGL |
| 0.18% | — | $64.0万 | 7,204股 | $0 | 0股 | +7,204股 | 新买入 |
| IiShares安硕信托LQDW |
| 0.14% | — | $48.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 英伟达NVDA |
| 0.14% | 0.14% | $47.7万 | 1,097股 | $49.3万 | 1,165股 | -68股-5.84% | 减仓 |
| IiShares安硕信托GVI |
| 0.13% | — | $46.8万 | 4,562股 | $0 | 0股 | +4,562股 | 新买入 |
 微软MSFT |
| 0.12% | 0.46% | $41.2万 | 1,305股 | $166.7万 | 4,897股 | -3,592股-73.35% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.12% | — | $40.7万 | 5,883股 | $0 | 0股 | +5,883股 | 新买入 |
| IiShares安硕信托IGIB |
| 0.11% | — | $38.6万 | 7,940股 | $0 | 0股 | +7,940股 | 新买入 |
 卡特彼勒CAT |
| 0.09% | 0.08% | $32.8万 | 1,200股 | $29.5万 | 1,200股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.09% | 0.08% | $32.2万 | 2,160股 | $28.8万 | 2,138股 | +22股+1.03% | 加仓 |
 摩根大通JPM |
| 0.09% | 0.09% | $30.3万 | 2,092股 | $32.4万 | 2,225股 | -133股-5.98% | 减仓 |
| IiShares安硕信托ICVT |
| 0.08% | — | $28.9万 | 3,889股 | $0 | 0股 | +3,889股 | 新买入 |
 沃尔玛WMT |
| 0.08% | 0.08% | $28.5万 | 1,779股 | $27.7万 | 1,761股 | +18股+1.02% | 加仓 |
| IiShares安硕信托GJS |
| 0.08% | 0.08% | $28.3万 | 1.3万股 | $29.5万 | 1.3万股 | -25股-0.19% | 减仓 |
| FFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUNDSKOR |
| 0.08% | 0.08% | $28.1万 | 6,103股 | $28.6万 | 6,103股 | 00.00% | 持仓不变 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 0.08% | 0.08% | $27.9万 | 1.0万股 | $29.2万 | 1.0万股 | 00.00% | 持仓不变 |
| IISHARES CORE 10 YEAR USD BOND ETFILTB |
| 0.07% | 0.08% | $25.7万 | 5,432股 | $28.6万 | 5,432股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.07% | 0.06% | $25.5万 | 2,171股 | $23.1万 | 2,153股 | +18股+0.84% | 加仓 |
| N新纪元能源NEE |
| 0.07% | 0.09% | $25.2万 | 4,397股 | $32.3万 | 4,357股 | +40股+0.92% | 加仓 |
 Phillips 66PSX |
| 0.07% | — | $22.8万 | 1,900股 | $0 | 0股 | +1,900股 | 新买入 |
| IiShares安硕信托EEM |
| 0.06% | — | $22.5万 | 5,939股 | $0 | 0股 | +5,939股 | 新买入 |
| IiShares安硕·MSCIQUAL |
| 0.06% | — | $21.9万 | 1,658股 | $0 | 0股 | +1,658股 | 新买入 |
 洛克希德马丁LMT |
| 0.06% | 0.07% | $21.3万 | 521股 | $24.0万 | 521股 | 00.00% | 持仓不变 |
