| S道富SPYM |
| 7.82% | 5.99% | $5,073.7万 | 57.7万股 | $3,371.5万 | 44.0万股 | +13.7万股+31.07% | 加仓 |
| I景顺·S&PRWL |
| 4.47% | 5.23% | $2,902.2万 | 22.7万股 | $2,944.4万 | 25.6万股 | -2.9万股-11.35% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.25% | 4.03% | $2,760.0万 | 9.1万股 | $2,269.1万 | 9.5万股 | -4,395股-4.60% | 减仓 |
| S嘉信·USSCHX |
| 4.03% | 4% | $2,617.9万 | 89.0万股 | $2,251.2万 | 87.8万股 | +1.2万股+1.32% | 加仓 |
| I景顺QQQ信托QQQ |
| 3.68% | — | $2,385.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| S嘉信策略信托SCHD |
| 3.35% | 3.61% | $2,173.5万 | 68.5万股 | $2,030.4万 | 66.2万股 | +2.4万股+3.57% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 3.33% | 3.8% | $2,158.3万 | 93.3万股 | $2,140.9万 | 92.2万股 | +1.1万股+1.20% | 加仓 |
| IiShares安硕信托IOO |
| 3.09% | 3.01% | $2,008.0万 | 14.7万股 | $1,692.9万 | 14.0万股 | +7,058股+5.04% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.05% | 3.47% | $1,982.3万 | 27.8万股 | $1,952.6万 | 30.5万股 | -2.6万股-8.69% | 减仓 |
| S嘉信策略信托SCHF |
| 2.99% | 3.03% | $1,937.6万 | 70.0万股 | $1,708.1万 | 69.0万股 | +9,366股+1.36% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.73% | 2.79% | $1,771.5万 | 57.0万股 | $1,569.2万 | 56.3万股 | +6,151股+1.09% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.55% | 2.58% | $1,656.7万 | 10.5万股 | $1,450.2万 | 9.8万股 | +6,913股+7.06% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.48% | 2.22% | $1,608.6万 | 13.5万股 | $1,252.5万 | 12.8万股 | +7,259股+5.67% | 加仓 |
| IiShares安硕信托IWY |
| 2.43% | 2.24% | $1,575.6万 | 5.4万股 | $1,258.5万 | 5.1万股 | +3,639股+7.20% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.26% | 2.2% | $1,463.8万 | 43.3万股 | $1,238.6万 | 42.5万股 | +7,353股+1.73% | 加仓 |
| IiShares安硕信托AGG |
| 2.12% | 1.61% | $1,376.6万 | 13.9万股 | $908.0万 | 9.1万股 | +4.8万股+52.05% | 加仓 |
| IiShares安硕·COREIJR |
| 1.73% | 1.63% | $1,124.8万 | 7.6万股 | $915.3万 | 7.4万股 | +2,208股+3.00% | 加仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 1.68% | 1.27% | $1,093.0万 | 23.3万股 | $717.4万 | 15.3万股 | +8.0万股+52.24% | 加仓 |
| IiShares安硕·COREIJH |
| 1.66% | 2.08% | $1,078.4万 | 14.0万股 | $1,171.8万 | 17.4万股 | -3.4万股-19.41% | 减仓 |
| S嘉信策略信托SCHC |
| 1.66% | 1.76% | $1,075.6万 | 20.4万股 | $990.4万 | 20.2万股 | +1,461股+0.72% | 加仓 |
| PPGIM AAAPAAA |
| 1.55% | 1.58% | $1,004.0万 | 19.6万股 | $891.1万 | 17.4万股 | +2.2万股+12.47% | 加仓 |
| PPimco Active Bond ETFBOND |
| 1.52% | 1.55% | $985.2万 | 10.7万股 | $872.8万 | 9.5万股 | +1.2万股+12.96% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 1.4% | 1.36% | $911.1万 | 18.0万股 | $767.6万 | 15.1万股 | +2.8万股+18.79% | 加仓 |
| I景顺·S&PSPHQ |
| 1.39% | — | $905.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| I景顺交易所交易基金II |
| 1.29% | 0.5% | $839.5万 | 30.9万股 | $283.4万 | 10.4万股 | +20.5万股+197.66% | 加仓 |
 道明尼能源D |
| 1.19% | 1.17% | $774.5万 | 11.3万股 | $659.5万 | 11.0万股 | +3,305股+3.01% | 加仓 |
| S嘉信·USSCHA |
| 0.93% | 0.86% | $605.3万 | 16.8万股 | $484.4万 | 16.7万股 | +960股+0.58% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.92% | 0.95% | $598.6万 | 25.3万股 | $533.6万 | 24.8万股 | +4,488股+1.81% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.91% | 0.99% | $592.9万 | 12.3万股 | $556.5万 | 11.9万股 | +4,142股+3.48% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.83% | 0.92% | $539.0万 | 9.5万股 | $518.0万 | 9.1万股 | +4,046股+4.43% | 加仓 |
| IiShares安硕信托IEFA |
| 0.77% | 1.56% | $497.6万 | 5.2万股 | $878.2万 | 9.7万股 | -4.5万股-46.89% | 减仓 |
| IINVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETFIMFL |
| 0.71% | 0.7% | $461.7万 | 13.4万股 | $395.4万 | 12.5万股 | +9,472股+7.58% | 加仓 |
| IiShares安硕·FALLEN ANGELS USD BOND ETFFALN |
| 0.71% | 0.81% | $459.9万 | 16.9万股 | $457.2万 | 17.1万股 | -2,273股-1.33% | 减仓 |
| S嘉信策略信托SCHE |
| 0.68% | 0.7% | $439.7万 | 12.1万股 | $394.7万 | 12.0万股 | +1,452股+1.21% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 0.67% | 0.71% | $435.0万 | 7.1万股 | $399.1万 | 7.3万股 | -2,120股-2.90% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.63% | 0.66% | $407.4万 | 7.6万股 | $370.7万 | 7.5万股 | +906股+1.21% | 加仓 |
| F第一信托·USTFVD |
| 0.63% | 0.7% | $406.4万 | 8.4万股 | $393.0万 | 8.4万股 | +788股+0.94% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.61% | 0.6% | $398.4万 | 4.9万股 | $335.1万 | 4.9万股 | +67股+0.14% | 加仓 |
| FFIRST TR EXCH TRADED FD III |
| 0.58% | 0.64% | $376.4万 | 21.1万股 | $358.7万 | 20.2万股 | +8,479股+4.20% | 加仓 |
| IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO |
| 0.53% | 0.58% | $347.2万 | 13.6万股 | $325.2万 | 12.7万股 | +8,277股+6.49% | 加仓 |
| IiShares安硕信托IVW |
| 0.52% | 0.52% | $337.8万 | 2.5万股 | $293.0万 | 2.6万股 | -1,346股-5.20% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.51% | 0.5% | $331.3万 | 8.7万股 | $279.7万 | 8.6万股 | +824股+0.96% | 加仓 |
| F第一信托·UST LONG/SHORT EQUITY ETFFTLS |
| 0.49% | 0.6% | $315.7万 | 4.3万股 | $336.5万 | 4.8万股 | -5,057股-10.57% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.44% | 0.51% | $284.0万 | 11.8万股 | $285.9万 | 11.8万股 | -169股-0.14% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.44% | 0.48% | $283.1万 | 7.1万股 | $268.8万 | 7.0万股 | +1,104股+1.57% | 加仓 |
| F第一信托交易所交易基金IIIHUSV |
| 0.43% | 0.54% | $279.3万 | 7.1万股 | $304.7万 | 7.9万股 | -8,362股-10.52% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.4% | 0.35% | $259.1万 | 6.8万股 | $194.8万 | 5.7万股 | +1.2万股+20.59% | 加仓 |
 苹果AAPL |
| 0.39% | 0.4% | $254.8万 | 8,807股 | $224.0万 | 8,827股 | -20股-0.23% | 减仓 |
| I景顺交易所交易基金信托GRPM |
| 0.37% | 0.38% | $243.4万 | 1.9万股 | $213.7万 | 1.8万股 | +624股+3.45% | 加仓 |
| JJACKSON FINANCIALJXN |
| 0.37% | 0.41% | $241.9万 | 2.4万股 | $230.8万 | 2.2万股 | +1,788股+8.19% | 加仓 |
