| V先锋领航指数基金VOO |
| 22.53% | 19.24% | $5,659.0万 | 7.7万股 | $4,436.4万 | 7.7万股 | -16股-0.02% | 减仓 |
| IiShares安硕信托IVV |
| 14.21% | 13.53% | $3,568.5万 | 4.8万股 | $3,118.5万 | 4.8万股 | -90股-0.19% | 减仓 |
| IiShares安硕信托SHV |
| 12.14% | 13.67% | $3,047.7万 | 27.6万股 | $3,151.7万 | 28.6万股 | -9,314股-3.26% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 10.77% | 10.26% | $2,705.8万 | 12.3万股 | $2,365.0万 | 12.3万股 | +9股+0.01% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 9.19% | 10.23% | $2,307.5万 | 45.8万股 | $2,358.8万 | 46.9万股 | -1.0万股-2.19% | 减仓 |
| SSPDR黄金信托GLD |
| 6.1% | 7.74% | $1,531.2万 | 4.2万股 | $1,784.1万 | 4.1万股 | +103股+0.25% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.93% | 2.77% | $735.1万 | 2.0万股 | $639.1万 | 2.0万股 | -2股-0.01% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.92% | 2.46% | $734.4万 | 7.2万股 | $566.3万 | 7.2万股 | -197股-0.27% | 减仓 |
| IiShares安硕·AAA CLO ACTIVE ETFCLOA |
| 2.84% | 3.02% | $713.2万 | 13.7万股 | $696.6万 | 13.4万股 | +3,016股+2.24% | 加仓 |
| S道富XLI |
| 2.8% | 2.66% | $704.0万 | 3.8万股 | $613.5万 | 3.8万股 | +74股+0.20% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.57% | 2.9% | $646.3万 | 6.0万股 | $668.8万 | 6.0万股 | -6股-0.01% | 减仓 |
| SSPDR行业精选信托XLP |
| 2.43% | 2.65% | $611.0万 | 7.4万股 | $610.5万 | 7.4万股 | -911股-1.22% | 减仓 |
| IiShares安硕信托CMF |
| 2.12% | 2.28% | $533.6万 | 9.3万股 | $526.4万 | 9.3万股 | 00.00% | 持仓不变 |
| IISHARES TRSMAX |
| 1.6% | 1.69% | $401.0万 | 14.4万股 | $389.8万 | 14.5万股 | -1,423股-0.98% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.17% | 1.11% | $293.8万 | 3,935股 | $255.9万 | 3,935股 | 00.00% | 持仓不变 |
| IiShares安硕信托MAXJ |
| 1.04% | 1.1% | $260.0万 | 8.9万股 | $254.6万 | 9.0万股 | -1,174股-1.30% | 减仓 |
| IiShares安硕信托GVI |
| 0.99% | 1.06% | $248.3万 | 2.3万股 | $244.9万 | 2.3万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.33% | 0.28% | $82.8万 | 690股 | $63.5万 | 690股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.29% | 0.29% | $72.4万 | 2,052股 | $67.1万 | 2,040股 | +12股+0.59% | 加仓 |
 苹果AAPL |
| 0.2% | 0.19% | $49.1万 | 1,697股 | $43.1万 | 1,697股 | 00.00% | 持仓不变 |
| IiShares安硕·SHORT MATURITY MUNICIPAL BOND ACTIVE ETFMEAR |
| 0.18% | 0.2% | $46.2万 | 9,167股 | $46.1万 | 9,167股 | 00.00% | 持仓不变 |
| IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI |
| 0.17% | 0.18% | $42.2万 | 8,355股 | $41.7万 | 8,277股 | +78股+0.94% | 加仓 |
 雷神技术RTX |
| 0.16% | 0.18% | $40.8万 | 2,153股 | $41.5万 | 2,153股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.12% | $34.0万 | 950股 | $27.3万 | 950股 | 00.00% | 持仓不变 |
 CINCINNATI FINL COMCINF |
| 0.1% | 0.09% | $23.9万 | 1,289股 | $20.3万 | 1,289股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.08% | — | $20.7万 | 815股 | $0 | 0股 | +815股 | 新买入 |
