| SSPDR道富系列信托BIL |
| 10.53% | 13.9% | $3,862.5万 | 42.3万股 | $5,187.9万 | 56.5万股 | -14.3万股-25.25% | 减仓 |
| I景顺QQQ信托VOO |
| 6.12% | 6.06% | $2,244.9万 | 3.7万股 | $2,263.5万 | 3.8万股 | -1,158股-3.07% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 5.91% | 5.4% | $2,168.0万 | 8.6万股 | $2,017.3万 | 8.2万股 | +4,085股+5.00% | 加仓 |
| IiShares安硕IEMG |
| 5.64% | 5.29% | $2,071.4万 | 30.8万股 | $1,973.5万 | 29.9万股 | +8,776股+2.93% | 加仓 |
| SSPDR道富系列信托BILS |
| 5.08% | 5.83% | $1,864.5万 | 18.8万股 | $2,177.6万 | 21.9万股 | -3.1万股-14.12% | 减仓 |
| V先锋领航指数基金VOO |
| 4.58% | 5.03% | $1,680.4万 | 2.7万股 | $1,877.3万 | 3.1万股 | -3,860股-12.59% | 减仓 |
| FFIDELITY LOW VOLATILITY FACTOR ETFFDLO |
| 3.49% | 3.07% | $1,282.4万 | 19.2万股 | $1,146.5万 | 17.4万股 | +1.8万股+10.38% | 加仓 |
| IiShares安硕信托IDEV |
| 3.01% | 3.13% | $1,104.7万 | 13.4万股 | $1,169.5万 | 14.6万股 | -1.2万股-8.19% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.48% | 2.46% | $910.5万 | 4.6万股 | $918.9万 | 4.7万股 | -1,403股-2.97% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 2.43% | 2.05% | $890.9万 | 14.1万股 | $765.5万 | 12.2万股 | +1.9万股+15.87% | 加仓 |
| IiShares安硕信托IWV |
| 2.35% | 2.28% | $863.3万 | 2.2万股 | $852.2万 | 2.2万股 | -175股-0.78% | 减仓 |
| IiShares安硕EUSA |
| 1.8% | 1.84% | $662.3万 | 6.4万股 | $688.3万 | 6.7万股 | -2,779股-4.16% | 减仓 |
| PPGIM AAAPAAA |
| 1.77% | 0.66% | $651.1万 | 12.7万股 | $248.1万 | 4.8万股 | +7.9万股+163.65% | 加仓 |
| AAvantis·U SAVUV |
| 1.77% | 2.06% | $650.7万 | 6.4万股 | $770.7万 | 7.7万股 | -1.4万股-17.60% | 减仓 |
| IiShares安硕信托IVV |
| 1.76% | 0.74% | $645.5万 | 9,424股 | $275.2万 | 4,111股 | +5,313股+129.24% | 加仓 |
| IiShares安硕信托USMV |
| 1.68% | 1.84% | $615.8万 | 6.5万股 | $687.7万 | 7.2万股 | -6,878股-9.52% | 减仓 |
| GGlobal X基金EMBD |
| 1.65% | 1.33% | $603.7万 | 25.1万股 | $497.2万 | 20.9万股 | +4.2万股+20.32% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.6% | 1.32% | $587.6万 | 12.1万股 | $493.6万 | 10.1万股 | +2.0万股+19.85% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 1.56% | 1.52% | $571.9万 | 14.4万股 | $566.5万 | 14.7万股 | -2,425股-1.65% | 减仓 |
 Ares管理ARES |
| 1.44% | 1.45% | $526.7万 | 3.3万股 | $542.9万 | 3.4万股 | -1,365股-4.02% | 减仓 |
 苹果AAPL |
| 1.33% | 1.28% | $486.9万 | 1.8万股 | $478.5万 | 1.9万股 | -881股-4.69% | 减仓 |
 微软MSFT |
| 1.29% | 1.38% | $471.6万 | 9,751股 | $514.0万 | 9,924股 | -173股-1.74% | 减仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1% | 1.33% | $368.3万 | 3.9万股 | $497.9万 | 5.1万股 | -1.2万股-23.53% | 减仓 |
| GGlobal X基金CLIP |
| 1% | 0.76% | $367.3万 | 3.7万股 | $283.6万 | 2.8万股 | +8,448股+29.91% | 加仓 |
| IiShares安硕·GOLD TRUST MICROIAUM |
| 0.98% | 0.81% | $360.1万 | 8.4万股 | $300.8万 | 7.8万股 | +5,645股+7.23% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.9% | 1.02% | $329.1万 | 3.7万股 | $380.9万 | 4.2万股 | -4,480股-10.75% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.89% | 0.69% | $328.0万 | 4.3万股 | $256.1万 | 3.4万股 | +9,617股+28.39% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.85% | 0.84% | $312.5万 | 5.8万股 | $313.5万 | 5.8万股 | +267股+0.46% | 加仓 |
 英伟达NVDA |
| 0.83% | 0.82% | $304.4万 | 1.6万股 | $305.4万 | 1.6万股 | -49股-0.30% | 减仓 |
 道明尼能源D |
| 0.76% | 0.97% | $278.3万 | 4.6万股 | $362.4万 | 6.0万股 | -1.5万股-24.30% | 减仓 |
| G通用动力VTI |
| 0.74% | 0.71% | $270.7万 | 8,075股 | $264.6万 | 8,064股 | +11股+0.14% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.69% | 0.77% | $252.6万 | 5.0万股 | $288.8万 | 5.7万股 | -6,987股-12.27% | 减仓 |
| IiShares安硕信托AGG |
| 0.68% | 0.68% | $248.6万 | 2.5万股 | $253.2万 | 2.5万股 | -361股-1.43% | 减仓 |
 礼来LLY |
| 0.62% | 0.44% | $228.4万 | 2,125股 | $165.1万 | 2,163股 | -38股-1.76% | 减仓 |
 Meta平台META |
| 0.62% | 0.64% | $227.2万 | 3,442股 | $237.8万 | 3,238股 | +204股+6.30% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.61% | 0.7% | $223.4万 | 4.2万股 | $259.5万 | 4.9万股 | -6,682股-13.65% | 减仓 |
| F富达Covington信托FENI |
| 0.6% | — | $219.6万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.57% | 0.59% | $207.5万 | 3.3万股 | $220.5万 | 3.7万股 | -3,581股-9.73% | 减仓 |
| IiShares安硕信托IFGL |
| 0.55% | 0.75% | $203.3万 | 8.8万股 | $279.3万 | 12.1万股 | -3.3万股-27.42% | 减仓 |
| PPGIM ULTRAPULS |
| 0.55% | 0.54% | $201.5万 | 4.1万股 | $202.1万 | 4.1万股 | +67股+0.17% | 加仓 |
| IiShares安硕信托GVI |
| 0.54% | 0.5% | $197.4万 | 1.8万股 | $186.2万 | 1.7万股 | +944股+5.40% | 加仓 |
| FFRST TST CALIFORNIA MUN HIGH INCFCAL |
| 0.53% | 0.47% | $195.7万 | 4.0万股 | $177.0万 | 3.6万股 | +3,406股+9.39% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.48% | 0.48% | $175.9万 | 3.6万股 | $180.9万 | 3.7万股 | -163股-0.45% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 0.46% | 0.42% | $168.5万 | 3.4万股 | $155.7万 | 3.4万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.46% | 0.46% | $168.3万 | 4,863股 | $171.9万 | 5,210股 | -347股-6.66% | 减仓 |
| IiShares安硕信托LQD |
| 0.46% | 0.46% | $167.4万 | 1.5万股 | $171.6万 | 1.5万股 | -197股-1.28% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.45% | 0.45% | $163.6万 | 3.5万股 | $166.3万 | 3.6万股 | -991股-2.78% | 减仓 |
| IiShares安硕信托CMF |
| 0.44% | 0.43% | $162.4万 | 2.8万股 | $160.9万 | 2.8万股 | +61股+0.22% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 0.43% | 0.41% | $158.5万 | 2.4万股 | $153.1万 | 2.3万股 | +623股+2.72% | 加仓 |
| V先锋领航全球基金VGT |
| 0.42% | 0.41% | $155.5万 | 2,062股 | $152.9万 | 2,047股 | +15股+0.73% | 加仓 |
