| IiShares安硕信托IVV |
| 12.85% | 12.61% | $6,844.8万 | 9.1万股 | $5,954.8万 | 9.1万股 | +235股+0.26% | 加仓 |
| V先锋领航指数基金VOO |
| 7.13% | 6.4% | $3,796.6万 | 5.2万股 | $3,022.5万 | 5.2万股 | -866股-1.65% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.91% | 5.69% | $3,679.3万 | 4.9万股 | $2,686.6万 | 4.1万股 | +7,949股+19.30% | 加仓 |
| IiShares安硕信托IEFA |
| 5.92% | 6.16% | $3,152.7万 | 32.6万股 | $2,908.1万 | 32.1万股 | +5,211股+1.62% | 加仓 |
| BBNY MELLON ETF TRUSTBKGI |
| 5.88% | 7.04% | $3,130.7万 | 69.6万股 | $3,325.9万 | 74.7万股 | -5.1万股-6.77% | 减仓 |
| J骏利Detroit策略信托VNLA |
| 5.02% | 5.63% | $2,675.4万 | 54.5万股 | $2,659.5万 | 54.2万股 | +3,144股+0.58% | 加仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 4.21% | 0.14% | $2,244.4万 | 6.8万股 | $64.1万 | 2,228股 | +6.5万股+2,939.50% | 加仓 |
| IiShares安硕信托IDEV |
| 4.09% | 2.82% | $2,181.1万 | 24.5万股 | $1,333.4万 | 16.0万股 | +8.5万股+53.57% | 加仓 |
| MMPLXFFUT |
| 3.95% | 4.52% | $2,106.5万 | 37.4万股 | $2,134.2万 | 37.4万股 | 00.00% | 持仓不变 |
| V先锋领航·TOTALBND |
| 2.74% | 2.72% | $1,459.6万 | 19.9万股 | $1,284.4万 | 17.4万股 | +2.4万股+14.00% | 加仓 |
| IiShares安硕信托USMV |
| 2.72% | 3.16% | $1,446.8万 | 15.0万股 | $1,489.7万 | 16.1万股 | -1.1万股-6.62% | 减仓 |
| IiShares安硕IEMG |
| 2.6% | 2.86% | $1,384.7万 | 16.7万股 | $1,349.3万 | 19.3万股 | -2.6万股-13.59% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 2.29% | 2.66% | $1,221.8万 | 33.2万股 | $1,257.7万 | 33.2万股 | 00.00% | 持仓不变 |
| WWESTERN MIDSTREAM PAR LPWES |
| 2.25% | 2.39% | $1,201.1万 | 27.4万股 | $1,130.0万 | 27.4万股 | 00.00% | 持仓不变 |
 PLAINS ALL AMERN PIPELINE LPAA |
| 2.21% | 2.5% | $1,177.4万 | 52.9万股 | $1,181.1万 | 52.9万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 2.16% | 2.11% | $1,150.0万 | 3.1万股 | $994.2万 | 3.1万股 | +87股+0.28% | 加仓 |
| AALPS ETF信托SMTH |
| 1.81% | 2.04% | $962.0万 | 37.4万股 | $962.6万 | 37.4万股 | 00.00% | 持仓不变 |
| J骏利亨德森JAAA |
| 1.73% | 1.97% | $919.6万 | 18.1万股 | $929.9万 | 18.4万股 | -2,461股-1.34% | 减仓 |
 ONEOKOKE |
| 1.56% | 1.84% | $833.3万 | 9.6万股 | $866.4万 | 9.6万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.53% | 1.71% | $814.1万 | 17.4万股 | $808.1万 | 17.2万股 | +1,796股+1.04% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.39% | 1.26% | $743.0万 | 7.3万股 | $593.3万 | 7.5万股 | -2,800股-3.71% | 减仓 |
| IiShares安硕·COREIJH |
| 1.36% | 1.35% | $722.8万 | 9.4万股 | $636.3万 | 9.4万股 | -479股-0.51% | 减仓 |
 Phillips 66PSX |
| 1.34% | 1.63% | $712.2万 | 4.2万股 | $767.5万 | 4.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托AGG |
| 1.31% | 1.46% | $696.0万 | 7.0万股 | $691.1万 | 7.0万股 | +700股+1.01% | 加仓 |
| LLEGG MASON ETF INVTLVHD |
| 1.28% | 1.38% | $681.1万 | 15.5万股 | $653.8万 | 15.4万股 | +1,171股+0.76% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.26% | 1.41% | $669.2万 | 8.7万股 | $666.1万 | 8.6万股 | +944股+1.09% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.01% | 1.26% | $539.4万 | 5.9万股 | $593.6万 | 6.5万股 | -5,920股-9.14% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.97% | 0.98% | $517.1万 | 6.0万股 | $464.7万 | 6.0万股 | +214股+0.36% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.91% | 1% | $485.5万 | 5.0万股 | $474.5万 | 5.0万股 | +816股+1.65% | 加仓 |
 Tc Energy Corp COMMONTRP |
| 0.69% | 0.74% | $369.2万 | 5.5万股 | $348.4万 | 5.5万股 | 00.00% | 持仓不变 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.57% | 0.62% | $303.0万 | 4.0万股 | $294.3万 | 4.0万股 | +220股+0.55% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.55% | 0.6% | $293.8万 | 4.4万股 | $282.8万 | 4.4万股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.44% | 0.41% | $234.4万 | 2.5万股 | $192.7万 | 2.0万股 | +4,500股+22.17% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.39% | 0.36% | $208.7万 | 1.2万股 | $168.8万 | 1.2万股 | +17股+0.15% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.32% | 0.33% | $171.3万 | 2.9万股 | $155.0万 | 2.9万股 | +34股+0.12% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.29% | 0.33% | $155.4万 | 2.0万股 | $155.9万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.26% | 0.09% | $139.1万 | 2.0万股 | $40.4万 | 7,112股 | +1.3万股+185.95% | 加仓 |
| JJANUS DETROIT STR TRJELH |
| 0.23% | — | $124.0万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| IiShares安硕信托IUSB |
| 0.19% | 0.22% | $102.6万 | 2.2万股 | $102.7万 | 2.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.19% | 0.17% | $101.1万 | 2,676股 | $81.3万 | 2,626股 | +50股+1.90% | 加仓 |
 摩根大通JPM |
| 0.17% | 0.17% | $91.3万 | 2,790股 | $82.1万 | 2,790股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.17% | 0.17% | $89.3万 | 2,499股 | $79.1万 | 2,749股 | -250股-9.09% | 减仓 |
 英伟达NVDA |
| 0.15% | 0.14% | $79.5万 | 3,971股 | $64.0万 | 3,671股 | +300股+8.17% | 加仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.15% | 0.14% | $77.4万 | 5,934股 | $67.8万 | 5,934股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.14% | 0.14% | $76.5万 | 8,880股 | $64.6万 | 1,480股 | +7,400股+500.00% | 加仓 |
 美国电力AEP |
| 0.14% | 0.15% | $75.9万 | 5,549股 | $70.8万 | 5,399股 | +150股+2.78% | 加仓 |
 雷神技术RTX |
| 0.14% | 0.16% | $75.6万 | 3,985股 | $74.9万 | 3,885股 | +100股+2.57% | 加仓 |
 AMD超威AMD |
| 0.14% | 0.07% | $72.6万 | 1,250股 | $31.0万 | 1,525股 | -275股-18.03% | 减仓 |
 微软MSFT |
| 0.13% | 0.15% | $69.8万 | 1,870股 | $69.2万 | 1,870股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.13% | 0.09% | $69.5万 | 2,760股 | $42.2万 | 1,940股 | +820股+42.27% | 加仓 |
