| S嘉信策略信托SCHD |
| 20.08% | 19.92% | $2,928.6万 | 41.4万股 | $3,054.5万 | 42.1万股 | -6,743股-1.60% | 减仓 |
| IiShares安硕信托MTUM |
| 12.32% | 12.37% | $1,797.0万 | 12.9万股 | $1,896.6万 | 13.1万股 | -2,846股-2.16% | 减仓 |
| SSPDR道富系列信托SPTM |
| 9.62% | 9.67% | $1,402.3万 | 26.7万股 | $1,483.0万 | 27.2万股 | -5,265股-1.93% | 减仓 |
| V先锋领航·HEALTHVHT |
| 7.6% | 7.82% | $1,108.9万 | 4.7万股 | $1,199.5万 | 4.9万股 | -1,826股-3.73% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 6.93% | 6.69% | $1,010.7万 | 40.0万股 | $1,025.6万 | 40.6万股 | -6,544股-1.61% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 5.91% | 5.99% | $862.2万 | 6.5万股 | $918.5万 | 6.8万股 | -2,685股-3.94% | 减仓 |
| S道富SPSM |
| 5.18% | 5.25% | $755.1万 | 20.5万股 | $805.7万 | 20.7万股 | -2,788股-1.34% | 减仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 2.83% | 2.83% | $412.4万 | 7.3万股 | $434.4万 | 7.4万股 | -628股-0.85% | 减仓 |
| IiShares安硕信托ITOT |
| 1.94% | 1.94% | $283.4万 | 3.0万股 | $297.7万 | 3.0万股 | -336股-1.10% | 减仓 |
 苹果AAPL |
| 1.78% | 1.91% | $259.3万 | 1.5万股 | $293.6万 | 1.5万股 | +10股+0.07% | 加仓 |
| S道富SPAB |
| 1.59% | 1.61% | $231.4万 | 9.5万股 | $246.2万 | 9.7万股 | -1,987股-2.05% | 减仓 |
 强生JNJ |
| 1.2% | 1.23% | $174.9万 | 1.1万股 | $189.2万 | 1.1万股 | -200股-1.75% | 减仓 |
| IiShares安硕·COREIJR |
| 1.11% | 1.14% | $162.1万 | 1.7万股 | $174.6万 | 1.8万股 | -344股-1.96% | 减仓 |
 VIRTUS DIVIDEND INTEREST &PR COMNFJ |
| 0.98% | 1% | $142.3万 | 12.6万股 | $154.1万 | 12.6万股 | -626股-0.50% | 减仓 |
 微软MSFT |
| 0.93% | 0.95% | $135.5万 | 4,292股 | $146.2万 | 4,292股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.7% | 0.61% | $101.6万 | 8,642股 | $93.7万 | 8,738股 | -96股-1.10% | 减仓 |
| IiShares安硕信托ITOT |
| 0.69% | 0.7% | $101.1万 | 1.1万股 | $107.8万 | 1.1万股 | -302股-2.73% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.64% | 0.67% | $93.1万 | 1.0万股 | $102.3万 | 1.1万股 | -431股-4.07% | 减仓 |
| BBondBloxx ETF Trust Bloomberg Six MNXHLF |
| 0.61% | 0.6% | $89.5万 | 1.8万股 | $91.8万 | 1.8万股 | -459股-2.51% | 减仓 |
| S嘉信·USSCHP |
| 0.54% | 0.56% | $79.1万 | 1.6万股 | $86.5万 | 1.6万股 | -835股-5.06% | 减仓 |
 艾伯维ABBV |
| 0.54% | 0.46% | $78.3万 | 5,252股 | $70.6万 | 5,242股 | +10股+0.19% | 加仓 |
| B贝莱德·DEBT STRATEGIES FDDSU |
| 0.52% | 0.47% | $75.3万 | 7.3万股 | $72.6万 | 7.4万股 | -870股-1.17% | 减仓 |
 威瑞森VZ |
| 0.49% | 0.54% | $72.0万 | 2.2万股 | $82.3万 | 2.2万股 | +74股+0.33% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.47% | — | $68.7万 | 7,480股 | $0 | 0股 | +7,480股 | 新买入 |
 SYSCO COMSYY |
| 0.45% | 0.47% | $65.1万 | 9,852股 | $72.8万 | 9,817股 | +35股+0.36% | 加仓 |
 ADVENT CONV & INCOME FDAVK |
| 0.43% | 0.46% | $62.6万 | 6.0万股 | $70.3万 | 6.0万股 | -331股-0.55% | 减仓 |
| IiShares安硕信托EFV |
| 0.42% | 0.4% | $60.9万 | 1.2万股 | $61.0万 | 1.2万股 | -19股-0.15% | 减仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 0.4% | 0.39% | $58.8万 | 8,173股 | $60.0万 | 8,173股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.4% | 0.36% | $57.6万 | 1.1万股 | $55.3万 | 1.1万股 | +38股+0.36% | 加仓 |
 麦当劳MCD |
| 0.39% | 0.43% | $57.4万 | 2,180股 | $65.6万 | 2,198股 | -18股-0.82% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.39% | 0.38% | $56.9万 | 1.8万股 | $59.0万 | 1.8万股 | +214股+1.18% | 加仓 |
 英特尔INTC |
| 0.38% | 0.34% | $54.7万 | 1.5万股 | $51.7万 | 1.5万股 | -74股-0.48% | 减仓 |
 FLOWERS FOODSFLO |
| 0.37% | 0.39% | $53.7万 | 2.4万股 | $60.2万 | 2.4万股 | 00.00% | 持仓不变 |
| AALPHA ARCHITECT U.S. QUANTITATIVE MQMOM |
| 0.36% | 0.41% | $52.8万 | 1.2万股 | $62.1万 | 1.3万股 | -1,118股-8.36% | 减仓 |
| IiShares安硕信托IVV |
| 0.36% | 0.36% | $52.5万 | 1,224股 | $55.7万 | 1,251股 | -27股-2.16% | 减仓 |
 黑石集团BX |
| 0.36% | 0.29% | $52.2万 | 4,871股 | $45.1万 | 4,854股 | +17股+0.35% | 加仓 |
 通用动力GD |
| 0.35% | 0.32% | $51.2万 | 2,318股 | $49.7万 | 2,311股 | +7股+0.30% | 加仓 |
 PGIM HIGH YIELD BOND FUND INISD |
| 0.34% | 0.34% | $49.9万 | 4.2万股 | $52.5万 | 4.2万股 | +86股+0.20% | 加仓 |
| G通用动力VTI |
| 0.34% | 0.31% | $49.5万 | 2,333股 | $47.7万 | 2,167股 | +166股+7.66% | 加仓 |
| F富兰克林邓普顿ETF信托FLJH |
| 0.33% | 0.21% | $48.0万 | 1.5万股 | $32.2万 | 1.0万股 | +4,740股+45.31% | 加仓 |
 家得宝HD |
| 0.32% | 0.32% | $47.3万 | 1,565股 | $48.6万 | 1,565股 | 00.00% | 持仓不变 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL |
| 0.31% | 0.3% | $45.8万 | 1.4万股 | $46.5万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.31% | 0.25% | $45.3万 | 5,250股 | $38.9万 | 4,072股 | +1,178股+28.93% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.31% | 0.3% | $45.0万 | 1,690股 | $46.5万 | 1,690股 | 00.00% | 持仓不变 |
| IiShares安硕信托VLUE |
| 0.29% | 0.3% | $42.7万 | 4,705股 | $45.6万 | 4,865股 | -160股-3.29% | 减仓 |
| IiShares安硕信托USMV |
| 0.29% | 0.28% | $42.0万 | 5,798股 | $43.1万 | 5,798股 | 00.00% | 持仓不变 |
| HHIGHLAND OPPS & INCOME FDHFRO |
| 0.28% | 0.3% | $41.0万 | 5.1万股 | $45.9万 | 5.1万股 | +225股+0.44% | 加仓 |
 可口可乐KO |
| 0.28% | 0.28% | $40.5万 | 7,239股 | $43.6万 | 7,236股 | +3股+0.04% | 加仓 |
 摩根大通JPM |
| 0.28% | 0.26% | $40.3万 | 2,778股 | $40.3万 | 2,770股 | +8股+0.29% | 加仓 |
 美敦力MDT |
| 0.27% | 0.3% | $40.0万 | 5,099股 | $45.5万 | 5,162股 | -63股-1.22% | 减仓 |
