| IiShares安硕信托IVV |
| 16.73% | 17.73% | $6,946.4万 | 9.3万股 | $7,387.5万 | 11.3万股 | -2.0万股-17.98% | 减仓 |
| F富达Covington信托FBCG |
| 15.77% | 12.64% | $6,549.6万 | 105.5万股 | $5,264.5万 | 105.0万股 | +4,145股+0.39% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 5.22% | 4.88% | $2,166.5万 | 47.6万股 | $2,033.5万 | 44.6万股 | +3.1万股+6.84% | 加仓 |
| IiShares安硕信托SHV |
| 4% | 4.2% | $1,660.6万 | 15.0万股 | $1,748.8万 | 15.8万股 | -7,927股-5.00% | 减仓 |
| IiShares安硕IEMG |
| 3.9% | 3.23% | $1,619.4万 | 19.5万股 | $1,345.5万 | 19.3万股 | +2,577股+1.34% | 加仓 |
| IiShares安硕信托ITOT |
| 3.27% | 3.22% | $1,359.3万 | 8.3万股 | $1,340.4万 | 9.4万股 | -1.1万股-12.07% | 减仓 |
| V先锋领航指数基金VTV |
| 2.89% | 2.83% | $1,198.9万 | 5.5万股 | $1,180.1万 | 6.0万股 | -5,132股-8.53% | 减仓 |
| IiShares安硕·COREIJH |
| 2.85% | 3.43% | $1,182.5万 | 15.3万股 | $1,429.6万 | 21.2万股 | -5.8万股-27.56% | 减仓 |
| V先锋领航·MIDVO |
| 2.47% | 2.14% | $1,026.8万 | 12.7万股 | $890.3万 | 3.1万股 | +9.6万股+311.09% | 加仓 |
| IiShares安硕·COREIJR |
| 2.38% | 2.73% | $988.0万 | 6.7万股 | $1,138.2万 | 9.2万股 | -2.5万股-27.24% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 2.22% | 1.87% | $921.9万 | 19.1万股 | $777.6万 | 16.0万股 | +3.1万股+19.08% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.19% | 1.93% | $908.5万 | 11.1万股 | $804.7万 | 9.7万股 | +1.3万股+13.52% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.62% | 2.09% | $671.7万 | 3.5万股 | $871.1万 | 6.6万股 | -3.0万股-46.21% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.59% | 1.85% | $661.8万 | 8,862股 | $770.3万 | 1.2万股 | -2,982股-25.18% | 减仓 |
| IiShares安硕信托IXUS |
| 1.55% | 2.57% | $642.1万 | 6.7万股 | $1,072.8万 | 12.4万股 | -5.7万股-45.66% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 1.36% | 1.19% | $564.6万 | 22.0万股 | $493.8万 | 19.4万股 | +2.7万股+13.77% | 加仓 |
 苹果AAPL |
| 1.25% | 1.26% | $520.2万 | 1.8万股 | $523.5万 | 2.1万股 | -2,649股-12.84% | 减仓 |
| PPGIM ETF TRPHYL |
| 1.22% | 1.17% | $504.7万 | 14.5万股 | $489.1万 | 14.1万股 | +3,452股+2.44% | 加仓 |
| V先锋领航指数基金VB |
| 1.15% | 1.16% | $479.3万 | 1.6万股 | $481.6万 | 1.8万股 | -2,577股-14.01% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 1.14% | 0.91% | $473.4万 | 4.6万股 | $380.4万 | 4.5万股 | +1,064股+2.38% | 加仓 |
| V先锋领航指数基金VUG |
| 1.01% | 0.84% | $418.9万 | 4.9万股 | $350.6万 | 8,026股 | +4.1万股+505.94% | 加仓 |
| IiShares安硕信托AGG |
| 0.92% | 1.96% | $380.8万 | 3.8万股 | $817.7万 | 8.2万股 | -4.4万股-53.30% | 减仓 |
| V先锋领航指数基金VOO |
| 0.91% | 0.8% | $376.9万 | 5,488股 | $333.4万 | 5,579股 | -91股-1.63% | 减仓 |
 英伟达NVDA |
| 0.78% | 0.81% | $322.9万 | 1.6万股 | $339.3万 | 1.9万股 | -3,319股-17.06% | 减仓 |
| G通用动力VTI |
| 0.74% | 0.59% | $309.2万 | 8,355股 | $245.2万 | 7,643股 | +712股+9.32% | 加仓 |
| IiShares安硕信托IUSB |
| 0.74% | 0.88% | $305.8万 | 6.6万股 | $366.5万 | 7.9万股 | -1.3万股-16.49% | 减仓 |
| F富达Covington信托FENI |
| 0.69% | 0.57% | $285.3万 | 7.1万股 | $237.3万 | 6.4万股 | +7,285股+11.42% | 加仓 |
| IiShares安硕信托GVI |
| 0.64% | 0.57% | $265.1万 | 2.5万股 | $237.5万 | 2.2万股 | +2,602股+11.67% | 加仓 |
 ALTRIAMO |
| 0.62% | 0.57% | $259.5万 | 3.6万股 | $239.0万 | 3.6万股 | -155股-0.43% | 减仓 |
 微软MSFT |
| 0.59% | 0.52% | $245.2万 | 6,572股 | $216.9万 | 5,858股 | +714股+12.19% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.58% | 0.5% | $242.2万 | 2.8万股 | $206.8万 | 2.7万股 | +1,507股+5.62% | 加仓 |
| I景顺QQQ信托VOO |
| 0.56% | 0.21% | $233.4万 | 3,169股 | $88.1万 | 1,527股 | +1,642股+107.53% | 加仓 |
| V先锋领航·TOTALBND |
| 0.5% | 0.37% | $208.2万 | 2.8万股 | $154.6万 | 2.1万股 | +7,357股+35.04% | 加仓 |
 亚马逊AMZN |
| 0.49% | 0.52% | $204.1万 | 8,564股 | $218.2万 | 1.0万股 | -1,914股-18.27% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.47% | 0.49% | $195.3万 | 1.9万股 | $202.9万 | 2.1万股 | -2,088股-10.00% | 减仓 |
 宣伟SHW |
| 0.4% | 0.37% | $165.4万 | 4,804股 | $153.9万 | 4,800股 | +4股+0.08% | 加仓 |
 谷歌AGOOGL |
| 0.39% | 0.33% | $160.1万 | 4,478股 | $138.3万 | 4,809股 | -331股-6.88% | 减仓 |
 埃克森美孚XOM |
| 0.37% | 0.49% | $152.4万 | 1.1万股 | $203.9万 | 1.2万股 | -874股-7.27% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.35% | 0.35% | $147.2万 | 2.5万股 | $147.4万 | 2.6万股 | -120股-0.47% | 减仓 |
| BBNY MELLON ETF TRUST IIBKDV |
| 0.35% | 0.2% | $146.6万 | 4.4万股 | $84.9万 | 2.9万股 | +1.5万股+52.88% | 加仓 |
| IiShares安硕信托IVW |
| 0.34% | 0.25% | $140.0万 | 1.0万股 | $105.2万 | 9,299股 | +884股+9.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.32% | 0.26% | $131.0万 | 1.8万股 | $109.9万 | 1.7万股 | +1,235股+7.20% | 加仓 |
 沃尔玛WMT |
| 0.31% | 0.36% | $127.9万 | 1.1万股 | $150.4万 | 1.2万股 | -809股-6.69% | 减仓 |
| IiShares安硕信托HDV |
| 0.29% | 0.23% | $121.0万 | 4.4万股 | $93.9万 | 6,920股 | +3.7万股+537.95% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.28% | 0.09% | $117.2万 | 3,899股 | $39.4万 | 1,588股 | +2,311股+145.53% | 加仓 |
 AMD超威AMD |
| 0.27% | 0.09% | $112.2万 | 1,931股 | $39.3万 | 1,931股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.26% | 0.29% | $110.0万 | 1,032股 | $119.5万 | 1,686股 | -654股-38.79% | 减仓 |
| IiShares安硕信托EEM |
| 0.25% | 0.37% | $104.2万 | 1.5万股 | $152.8万 | 2.7万股 | -1.2万股-43.40% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.25% | 0.23% | $102.1万 | 5,644股 | $93.9万 | 5,678股 | -34股-0.60% | 减仓 |
 麦当劳MCD |
| 0.24% | 0.36% | $99.1万 | 3,664股 | $152.0万 | 4,890股 | -1,226股-25.07% | 减仓 |
