| IiShares安硕信托IVV |
| 16.85% | 17.8% | $2,522.6万 | 5.9万股 | $2,609.7万 | 6.1万股 | -2,156股-3.55% | 减仓 |
| IiShares安硕信托AGG |
| 11.04% | 8.94% | $1,653.4万 | 14.4万股 | $1,310.8万 | 11.4万股 | +3.0万股+26.60% | 加仓 |
| F第一信托·USTFVD |
| 10.36% | 9.17% | $1,550.6万 | 39.6万股 | $1,344.8万 | 33.8万股 | +5.8万股+17.01% | 加仓 |
| IiShares安硕信托ITOT |
| 10.2% | 9.23% | $1,526.4万 | 15.5万股 | $1,353.0万 | 13.7万股 | +1.8万股+13.22% | 加仓 |
| IiShares安硕·COREIJH |
| 9.56% | 7% | $1,430.6万 | 5.4万股 | $1,026.7万 | 3.8万股 | +1.6万股+42.29% | 加仓 |
| IiShares安硕·COREIJR |
| 9.32% | 6.8% | $1,395.2万 | 12.8万股 | $997.3万 | 8.8万股 | +3.9万股+44.69% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 9.27% | 7.38% | $1,388.3万 | 26.4万股 | $1,082.1万 | 20.7万股 | +5.8万股+27.85% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 8.27% | 7% | $1,237.4万 | 37.4万股 | $1,026.1万 | 31.2万股 | +6.2万股+19.92% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 4.25% | 3.88% | $636.8万 | 31.0万股 | $568.5万 | 27.6万股 | +3.4万股+12.33% | 加仓 |
| V先锋领航指数基金VOO |
| 4.16% | 4.58% | $623.5万 | 1.7万股 | $671.2万 | 1.9万股 | -1,556股-8.22% | 减仓 |
| IiShares安硕信托ITOT |
| 2.74% | 6.96% | $409.5万 | 4.2万股 | $1,020.4万 | 10.4万股 | -6.2万股-59.84% | 减仓 |
| F第一信托·EXCHANGE-TRADED ALPFTC |
| 0.7% | 0.71% | $104.7万 | 9,424股 | $103.4万 | 9,424股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.46% | 0.46% | $68.3万 | 2,345股 | $67.3万 | 2,337股 | +8股+0.34% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.45% | 1.4% | $66.8万 | 4,481股 | $205.2万 | 1.4万股 | -9,410股-67.74% | 减仓 |
| FFirst Trust Large Cap Value Alphadex Fund Tr Lrg CP Val EtfFTA |
| 0.39% | 0.41% | $58.7万 | 9,109股 | $59.6万 | 9,080股 | +29股+0.32% | 加仓 |
 苹果AAPL |
| 0.34% | 0.33% | $50.6万 | 3,568股 | $48.5万 | 3,557股 | +11股+0.31% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.3% | 0.43% | $44.6万 | 7,076股 | $63.7万 | 9,728股 | -2,652股-27.26% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.29% | 0.31% | $43.4万 | 2,746股 | $46.1万 | 2,882股 | -136股-4.72% | 减仓 |
 特斯拉TSLA |
| 0.23% | — | $34.3万 | 442股 | $0 | 0股 | +442股 | 新买入 |
| DDanimer Scientific Inc |
| 0.23% | 0.35% | $33.8万 | 2.1万股 | $51.6万 | 2.1万股 | 00.00% | 持仓不变 |
| F第一信托·UST HEALTH CARE ALPHADEX FUNDFXH |
| 0.16% | 0.16% | $23.9万 | 2,007股 | $23.5万 | 2,007股 | 00.00% | 持仓不变 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.16% | 1.96% | $23.6万 | 2,267股 | $286.9万 | 2.7万股 | -2.5万股-91.56% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.15% | 0.15% | $22.0万 | 893股 | $21.7万 | 878股 | +15股+1.71% | 加仓 |
| N新纪元能源NEE |
| 0.14% | 0.14% | $21.5万 | 2,743股 | $20.0万 | 2,731股 | +12股+0.44% | 加仓 |
