| G通用动力VTI |
| 24.99% | 25.45% | $3,053.0万 | 11.1万股 | $3,042.5万 | 10.5万股 | +6,076股+5.79% | 加仓 |
| V先锋领航·TOTALBND |
| 13.61% | 12.84% | $1,662.5万 | 22.6万股 | $1,535.2万 | 21.3万股 | +1.3万股+6.02% | 加仓 |
| I景顺QQQ信托VOO |
| 10.69% | 11.32% | $1,305.9万 | 2.8万股 | $1,353.6万 | 2.6万股 | +1,367股+5.16% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 10.51% | 10% | $1,283.5万 | 15.7万股 | $1,195.8万 | 14.9万股 | +8,002股+5.37% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 10.03% | 9.47% | $1,225.5万 | 26.8万股 | $1,131.6万 | 25.2万股 | +1.6万股+6.44% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 5.96% | 5.69% | $728.1万 | 4.5万股 | $679.9万 | 4.2万股 | +3,315股+7.89% | 加仓 |
| IiShares安硕信托TLT |
| 5.76% | 5.58% | $703.8万 | 7.7万股 | $666.5万 | 7.6万股 | +986股+1.29% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 3.6% | 3.26% | $439.5万 | 12.2万股 | $389.2万 | 11.3万股 | +9,085股+8.01% | 加仓 |
| S嘉信策略信托SCHD |
| 2.68% | 2.97% | $326.9万 | 11.7万股 | $355.6万 | 13.0万股 | -1.3万股-10.15% | 减仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 2.54% | 2.35% | $310.1万 | 10.7万股 | $280.9万 | 9.8万股 | +9,474股+9.67% | 加仓 |
| V先锋领航指数基金VOO |
| 1.83% | 2.54% | $223.9万 | 4,357股 | $303.4万 | 5,632股 | -1,275股-22.64% | 减仓 |
| IiShares安硕·COREIJR |
| 1.81% | 1.8% | $220.5万 | 2.1万股 | $215.1万 | 1.9万股 | +2,414股+12.93% | 加仓 |
| IiShares安硕信托USMV |
| 0.66% | 0.64% | $80.9万 | 8,633股 | $76.7万 | 8,639股 | -6股-0.07% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.59% | 0.61% | $72.1万 | 1.5万股 | $72.8万 | 1.5万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.42% | 0.77% | $51.5万 | 2,320股 | $91.7万 | 3,663股 | -1,343股-36.66% | 减仓 |
| NNYLI MACKAY DEFINEDTERM MUNI COMMMIN |
| 0.38% | 0.39% | $46.7万 | 3.1万股 | $46.9万 | 3.1万股 | -385股-1.23% | 减仓 |
| IiShares安硕信托IEFA |
| 0.38% | 0.36% | $46.1万 | 6,099股 | $42.8万 | 6,090股 | +9股+0.15% | 加仓 |
| I景顺交易所交易基金IIRWJ |
| 0.33% | 0.46% | $40.2万 | 9,871股 | $55.1万 | 1.2万股 | -2,164股-17.98% | 减仓 |
| CCONAGRA BRANDSCAG |
| 0.32% | 0.34% | $38.8万 | 1.5万股 | $40.4万 | 1.5万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.25% | 0.22% | $30.3万 | 569股 | $25.8万 | 569股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 0.24% | 0.25% | $29.1万 | 1,126股 | $29.7万 | 1,124股 | +2股+0.18% | 加仓 |
| IiShares安硕·COREIJH |
| 0.23% | 0.25% | $28.2万 | 4,827股 | $30.0万 | 4,821股 | +6股+0.12% | 加仓 |
 微软MSFT |
| 0.23% | 0.26% | $27.6万 | 736股 | $31.0万 | 736股 | 00.00% | 持仓不变 |
| IiShares安硕信托MTUM |
| 0.22% | 0.23% | $26.8万 | 1,327股 | $27.4万 | 1,325股 | +2股+0.15% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.21% | 0.27% | $25.7万 | 6,252股 | $32.5万 | 7,794股 | -1,542股-19.78% | 减仓 |
| LLAMB WESTONLW |
| 0.2% | 0.26% | $24.9万 | 4,670股 | $31.2万 | 4,670股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 0.2% | 0.2% | $24.7万 | 2,492股 | $24.1万 | 2,492股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.19% | 0.2% | $23.8万 | 1,263股 | $23.4万 | 1,263股 | 00.00% | 持仓不变 |
| VVanEck Russia ETFBBH |
| 0.18% | 0.2% | $22.3万 | 2,530股 | $23.5万 | 2,530股 | 00.00% | 持仓不变 |
 REALTY INCOME COMO |
| 0.17% | — | $21.2万 | 3,650股 | $0 | 0股 | +3,650股 | 新买入 |
 莫德纳MRNA |
| 0.17% | — | $21.0万 | 7,423股 | $0 | 0股 | +7,423股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 0.17% | 0.18% | $21.0万 | 1,210股 | $21.9万 | 1,249股 | -39股-3.12% | 减仓 |
| IiShares安硕IEMG |
| 0.17% | — | $20.6万 | 3,822股 | $0 | 0股 | +3,822股 | 新买入 |
| HHANESBRANDS INC COMHBI |
| 0.08% | 0.12% | $9.9万 | 1.7万股 | $14.0万 | 1.7万股 | 00.00% | 持仓不变 |
