| SSPDR道富系列信托SPTM |
| 14.52% | 13.37% | $7,795.0万 | 85.9万股 | $6,526.4万 | 82.6万股 | +3.3万股+4.01% | 加仓 |
| G通用动力VTI |
| 9.66% | 9.3% | $5,182.9万 | 14.0万股 | $4,538.2万 | 14.1万股 | -1,398股-0.99% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 8.06% | 8.04% | $4,327.9万 | 52.4万股 | $3,926.2万 | 47.4万股 | +4.9万股+10.36% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.42% | 7.44% | $3,447.6万 | 68.2万股 | $3,631.4万 | 71.8万股 | -3.6万股-4.99% | 减仓 |
| S嘉信策略信托SCHF |
| 5.09% | 4.68% | $2,730.4万 | 98.6万股 | $2,285.5万 | 92.3万股 | +6.2万股+6.74% | 加仓 |
| V先锋领航债券指数基金BIV |
| 4.83% | 5.86% | $2,590.1万 | 33.8万股 | $2,860.0万 | 37.1万股 | -3.3万股-8.87% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 2.5% | 2.82% | $1,339.6万 | 26.3万股 | $1,373.9万 | 27.0万股 | -6,833股-2.54% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.43% | 2.22% | $1,306.7万 | 25.9万股 | $1,082.4万 | 23.7万股 | +2.2万股+9.37% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.04% | 2.04% | $1,096.0万 | 15.4万股 | $993.4万 | 15.5万股 | -1,194股-0.77% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 1.99% | 1.9% | $1,068.2万 | 21.1万股 | $927.6万 | 18.6万股 | +2.5万股+13.64% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.76% | 1.92% | $944.2万 | 39.1万股 | $936.8万 | 38.6万股 | +5,119股+1.33% | 加仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 1.75% | 1.59% | $941.0万 | 7.0万股 | $773.8万 | 6.6万股 | +3,815股+5.78% | 加仓 |
| S嘉信·USSCHX |
| 1.46% | 1.43% | $781.3万 | 26.5万股 | $700.0万 | 27.3万股 | -7,528股-2.76% | 减仓 |
| IiShares安硕IEMG |
| 1.32% | 1.1% | $708.3万 | 8.6万股 | $534.5万 | 7.7万股 | +8,867股+11.57% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.16% | 1.2% | $622.9万 | 3.9万股 | $586.1万 | 4.0万股 | -155股-0.39% | 减仓 |
 英伟达NVDA |
| 0.87% | 0.81% | $469.6万 | 2.3万股 | $396.1万 | 2.3万股 | +754股+3.32% | 加仓 |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 0.79% | 0.92% | $421.7万 | 8.4万股 | $448.7万 | 8.9万股 | -5,141股-5.78% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.78% | 0.75% | $421.3万 | 14.5万股 | $365.6万 | 14.6万股 | -171股-0.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.69% | $412.5万 | 1.2万股 | $337.5万 | 1.2万股 | -90股-0.76% | 减仓 |
 苹果AAPL |
| 0.69% | 0.64% | $370.5万 | 1.3万股 | $312.7万 | 1.2万股 | +485股+3.94% | 加仓 |
 STATE STREET SPDR ICE PREFERRED SECURITIES ETFEPRT |
| 0.65% | 0.65% | $349.9万 | 11.5万股 | $315.5万 | 10.2万股 | +1.2万股+12.03% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.62% | 0.69% | $334.9万 | 11.2万股 | $337.4万 | 11.2万股 | -588股-0.52% | 减仓 |
 微软MSFT |
| 0.51% | 0.56% | $274.8万 | 7,368股 | $275.5万 | 7,442股 | -74股-0.99% | 减仓 |
| IiShares安硕信托GVI |
| 0.51% | 0.54% | $274.8万 | 2.6万股 | $261.7万 | 2.5万股 | +877股+3.56% | 加仓 |
| IiShares安硕信托SHYG |
| 0.47% | 0.45% | $251.4万 | 5.9万股 | $218.0万 | 5.2万股 | +7,750股+15.04% | 加仓 |
 台积电TSM |
| 0.46% | 0.35% | $245.9万 | 5,149股 | $171.0万 | 5,061股 | +88股+1.74% | 加仓 |
| IiShares安硕信托EMB |
| 0.43% | 0.43% | $232.1万 | 2.4万股 | $210.7万 | 2.2万股 | +1,629股+7.26% | 加仓 |
| V先锋领航白厅基金VYMI |
| 0.41% | 0.43% | $218.2万 | 2.2万股 | $207.7万 | 2.2万股 | +179股+0.81% | 加仓 |
 博通AVGO |
| 0.4% | 0.36% | $216.7万 | 5,736股 | $175.3万 | 5,663股 | +73股+1.29% | 加仓 |
 摩根大通JPM |
| 0.38% | 0.37% | $206.0万 | 6,292股 | $181.2万 | 6,159股 | +133股+2.16% | 加仓 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 0.36% | 0.4% | $194.8万 | 7.9万股 | $195.6万 | 7.9万股 | -131股-0.17% | 减仓 |
| IiShares安硕信托ITOT |
| 0.35% | 0.34% | $188.6万 | 1.1万股 | $163.6万 | 1.1万股 | -8股-0.07% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.34% | 0.38% | $184.1万 | 2.3万股 | $185.2万 | 2.3万股 | -63股-0.27% | 减仓 |
 埃克森美孚XOM |
| 0.34% | 0.45% | $184.1万 | 1.3万股 | $220.7万 | 1.3万股 | +460股+3.54% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.34% | 0.36% | $182.3万 | 3.9万股 | $174.5万 | 3.7万股 | +1,774股+4.79% | 加仓 |
 卡特彼勒CAT |
| 0.33% | 0.23% | $179.4万 | 1,685股 | $113.1万 | 1,596股 | +89股+5.58% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.32% | 0.33% | $174.2万 | 2.9万股 | $160.9万 | 3.0万股 | -588股-1.98% | 减仓 |
| SSPDR道富系列信托SJNK |
| 0.32% | 0.35% | $171.6万 | 6.9万股 | $170.7万 | 6.8万股 | +227股+0.33% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.29% | 0.72% | $158.1万 | 1.7万股 | $350.6万 | 3.8万股 | -2.1万股-54.90% | 减仓 |
 iShares安硕·MBSACGL |
| 0.29% | 0.28% | $153.6万 | 1.6万股 | $138.6万 | 1.5万股 | +1,656股+11.34% | 加仓 |
| IiShares安硕信托GVI |
| 0.28% | 0.49% | $152.5万 | 1.4万股 | $238.3万 | 2.2万股 | -8,050股-35.98% | 减仓 |
| IiShares安硕·CMBS ETFCMBS |
| 0.28% | 0.27% | $149.4万 | 3.1万股 | $133.7万 | 2.7万股 | +3,280股+11.96% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.28% | 0.27% | $148.0万 | 2.9万股 | $133.2万 | 2.8万股 | +173股+0.61% | 加仓 |
| G高盛ETF信托GSEW |
| 0.28% | 0.01% | $147.7万 | 1.6万股 | $2.7万 | 320股 | +1.5万股+4,787.81% | 加仓 |
 美光科技MU |
| 0.26% | 0.08% | $139.0万 | 1,204股 | $40.7万 | 1,204股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 0.25% | 0.34% | $134.8万 | 1.7万股 | $165.0万 | 2.1万股 | -3,747股-17.81% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.24% | 0.25% | $128.4万 | 4,932股 | $121.9万 | 4,932股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.24% | 0.08% | $127.2万 | 2,189股 | $40.2万 | 1,978股 | +211股+10.67% | 加仓 |
 沃尔玛WMT |
| 0.23% | 0.28% | $125.8万 | 1.1万股 | $136.0万 | 1.1万股 | +160股+1.46% | 加仓 |
 亚马逊AMZN |
| 0.23% | 0.21% | $123.1万 | 5,164股 | $102.5万 | 4,922股 | +242股+4.92% | 加仓 |
