| YYORKVILLE AMER INVTS TRYALL |
| 13.65% | — | $9,170.2万 | 216.5万股 | $0 | 0股 | +216.5万股 | 新买入 |
| S嘉信策略信托SCHD |
| 7.03% | 7.53% | $4,725.4万 | 149.0万股 | $4,207.0万 | 137.1万股 | +11.9万股+8.68% | 加仓 |
| V先锋领航指数基金VB |
| 4.79% | 4.51% | $3,215.5万 | 10.6万股 | $2,519.3万 | 9.6万股 | +9,894股+10.29% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.71% | 4.65% | $3,166.7万 | 37.0万股 | $2,599.3万 | 33.7万股 | +3.3万股+9.89% | 加仓 |
| SSPDR道富系列信托SPYD |
| 4.34% | 4.53% | $2,917.7万 | 61.2万股 | $2,531.9万 | 55.6万股 | +5.5万股+9.95% | 加仓 |
| V先锋领航指数基金VUG |
| 4.34% | 3.72% | $2,914.3万 | 33.8万股 | $2,077.5万 | 4.8万股 | +29.1万股+611.31% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.88% | 4.12% | $2,605.7万 | 46.1万股 | $2,298.8万 | 40.6万股 | +5.6万股+13.75% | 加仓 |
| GGlobal X基金MLPX |
| 3.66% | 4.09% | $2,456.8万 | 33.4万股 | $2,286.4万 | 30.9万股 | +2.4万股+7.86% | 加仓 |
| SSPDR道富系列信托SJNK |
| 2.87% | 3.06% | $1,931.2万 | 77.2万股 | $1,710.9万 | 68.5万股 | +8.7万股+12.65% | 加仓 |
| F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL |
| 2.84% | 3.02% | $1,905.2万 | 83.1万股 | $1,687.2万 | 73.4万股 | +9.8万股+13.32% | 加仓 |
| V先锋领航全球基金VGT |
| 2.81% | 0.14% | $1,887.4万 | 15.8万股 | $75.6万 | 1,083股 | +15.7万股+14,481.07% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 2.47% | 2.73% | $1,659.2万 | 40.9万股 | $1,523.8万 | 37.6万股 | +3.3万股+8.76% | 加仓 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 2.3% | 2.35% | $1,543.4万 | 30.6万股 | $1,313.9万 | 27.0万股 | +3.6万股+13.30% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.16% | 2.16% | $1,454.2万 | 6.1万股 | $1,205.0万 | 5.6万股 | +5,430股+9.69% | 加仓 |
| V先锋领航指数基金VTV |
| 2.03% | 1.68% | $1,366.4万 | 6.3万股 | $939.2万 | 4.8万股 | +1.5万股+30.97% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 1.91% | 2.02% | $1,279.8万 | 71.6万股 | $1,128.5万 | 63.6万股 | +8.0万股+12.59% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.43% | 1.91% | $963.1万 | 10.5万股 | $1,064.3万 | 11.6万股 | -1.1万股-9.51% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.41% | 2.51% | $948.1万 | 6.0万股 | $1,400.7万 | 9.5万股 | -3.5万股-36.57% | 减仓 |
| IiShares安硕信托LQD |
| 1.41% | 1.48% | $943.9万 | 8.7万股 | $827.6万 | 7.6万股 | +1.1万股+13.96% | 加仓 |
| IiShares安硕信托AOK |
| 1.4% | 1.45% | $938.7万 | 22.6万股 | $809.9万 | 20.3万股 | +2.3万股+11.45% | 加仓 |
 STAG INDUSTRIALSTAG |
| 1.3% | 1.36% | $875.6万 | 24.0万股 | $757.3万 | 20.9万股 | +3.0万股+14.48% | 加仓 |
| V先锋领航·TOTALBND |
| 1.3% | 1.36% | $871.8万 | 11.9万股 | $760.7万 | 10.3万股 | +1.5万股+14.96% | 加仓 |
| PPGIM ULTRAPULS |
| 1.21% | 1.6% | $809.6万 | 16.3万股 | $891.7万 | 18.0万股 | -1.7万股-9.29% | 减仓 |
 苹果AAPL |
| 1.2% | 1.27% | $805.4万 | 2.8万股 | $711.3万 | 2.8万股 | -195股-0.70% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.09% | 1.14% | $731.2万 | 14.6万股 | $636.4万 | 12.7万股 | +1.8万股+14.26% | 加仓 |
| V先锋领航全球基金VFH |
| 0.94% | — | $634.3万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| BBNY MELLON CORE BOND ETFBKAG |
| 0.93% | 2.42% | $626.5万 | 14.9万股 | $1,353.3万 | 32.1万股 | -17.1万股-53.43% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.86% | 0.9% | $574.8万 | 9.9万股 | $503.2万 | 8.6万股 | +1.3万股+14.91% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.81% | 0.1% | $541.2万 | 1.8万股 | $54.2万 | 1,992股 | +1.6万股+808.68% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.77% | 2.15% | $516.4万 | 6.2万股 | $1,201.8万 | 14.5万股 | -8.3万股-56.98% | 减仓 |
| V先锋领航全球基金VCR |
| 0.7% | — | $468.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航全球基金VIS |
| 0.67% | 0.68% | $451.8万 | 1.3万股 | $378.8万 | 1.2万股 | +403股+3.32% | 加仓 |
| S道富SPHY |
| 0.65% | 1.89% | $434.7万 | 18.5万股 | $1,057.0万 | 45.3万股 | -26.8万股-59.08% | 减仓 |
| I景顺QQQ信托VOO |
| 0.64% | 0.5% | $431.0万 | 5,852股 | $281.0万 | 4,868股 | +984股+20.21% | 加仓 |
| SSPDR黄金信托GLD |
| 0.61% | 1.22% | $408.0万 | 1.1万股 | $684.0万 | 1.6万股 | -4,821股-30.33% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 0.6% | 0.79% | $401.0万 | 8.0万股 | $442.5万 | 8.8万股 | -8,254股-9.39% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.6% | 0.63% | $400.6万 | 5,365股 | $352.5万 | 5,421股 | -56股-1.03% | 减仓 |
 英伟达NVDA |
| 0.58% | 0.6% | $389.9万 | 1.9万股 | $332.4万 | 1.9万股 | +429股+2.25% | 加仓 |
| V先锋领航指数基金VOO |
| 0.5% | 0.46% | $332.6万 | 4,842股 | $257.2万 | 4,305股 | +537股+12.47% | 加仓 |
| S嘉信·USSCHP |
| 0.49% | 1.25% | $327.9万 | 12.4万股 | $698.7万 | 26.3万股 | -13.9万股-52.88% | 减仓 |
 宣伟SHW |
| 0.44% | 0.52% | $296.6万 | 8,615股 | $292.4万 | 9,121股 | -506股-5.55% | 减仓 |
| I景顺交易所交易基金IISPHD |
| 0.44% | 0.45% | $295.1万 | 5.8万股 | $252.0万 | 5.1万股 | +7,236股+14.24% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.43% | 0.42% | $285.6万 | 2.4万股 | $233.3万 | 2.4万股 | +169股+0.71% | 加仓 |
 VanEck ETF信托SMH |
| 0.39% | 0.24% | $263.5万 | 4,017股 | $135.8万 | 3,542股 | +475股+13.41% | 加仓 |
| SSTRIVE 500 ETFSTXF |
| 0.39% | 0.3% | $262.3万 | 5.4万股 | $166.5万 | 4.0万股 | +1.5万股+36.85% | 加仓 |
 微软MSFT |
| 0.39% | 0.47% | $261.2万 | 7,001股 | $260.2万 | 7,030股 | -29股-0.41% | 减仓 |
| V先锋领航全球基金VDC |
| 0.38% | 0.39% | $253.3万 | 1.1万股 | $219.3万 | 9,763股 | +1,469股+15.05% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.37% | $238.9万 | 1.0万股 | $207.1万 | 9,943股 | +82股+0.82% | 加仓 |
 好市多COST |
| 0.34% | 0.46% | $231.2万 | 2,471股 | $254.5万 | 2,554股 | -83股-3.25% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.31% | 0.21% | $207.0万 | 3.9万股 | $118.6万 | 2.3万股 | +1.7万股+73.22% | 加仓 |
