| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 24.19% | 30.02% | $4,250.8万 | 84.6万股 | $4,834.1万 | 96.3万股 | -11.7万股-12.15% | 减仓 |
| SSPDR道富系列信托SPTM |
| 18.17% | 17.74% | $3,192.1万 | 54.6万股 | $2,857.3万 | 54.4万股 | +1,777股+0.33% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 7.17% | 7.19% | $1,260.0万 | 19.8万股 | $1,158.6万 | 19.6万股 | +1,809股+0.92% | 加仓 |
| IiShares安硕信托USMV |
| 6.43% | 6.65% | $1,129.7万 | 14.5万股 | $1,070.4万 | 14.8万股 | -3,104股-2.10% | 减仓 |
| S道富SPAB |
| 5.46% | 0.99% | $959.3万 | 37.4万股 | $159.3万 | 6.5万股 | +30.9万股+471.68% | 加仓 |
| I景顺QQQ信托VOO |
| 4.85% | 4.54% | $851.9万 | 2.1万股 | $730.8万 | 2.0万股 | +405股+1.99% | 加仓 |
| G通用动力VTI |
| 4.08% | 4.09% | $717.3万 | 3.0万股 | $658.0万 | 3.1万股 | -740股-2.39% | 减仓 |
| IInnovator ETF信托PNOV |
| 3.67% | — | $645.4万 | 18.7万股 | $0 | 0股 | +18.7万股 | 新买入 |
| S道富SPTI |
| 3.39% | 4.67% | $595.7万 | 20.9万股 | $751.6万 | 27.3万股 | -6.4万股-23.60% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.95% | 3.44% | $517.9万 | 2.0万股 | $554.3万 | 2.4万股 | -4,472股-18.30% | 减仓 |
| V先锋领航指数基金VB |
| 2.63% | 2.98% | $462.2万 | 2.2万股 | $479.3万 | 2.5万股 | -3,686股-14.54% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.21% | 1.47% | $388.7万 | 6.6万股 | $236.9万 | 4.1万股 | +2.4万股+58.10% | 加仓 |
| V先锋领航指数基金VOO |
| 1.95% | 1.92% | $342.4万 | 7,839股 | $309.5万 | 7,881股 | -42股-0.53% | 减仓 |
| SSPDR道富系列信托SPYD |
| 1.76% | 1.48% | $308.5万 | 7.9万股 | $238.2万 | 6.8万股 | +1.1万股+15.91% | 加仓 |
| S嘉信·USSCHA |
| 0.72% | — | $126.1万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| IiShares安硕信托DGRO |
| 0.69% | 0.7% | $120.6万 | 2.2万股 | $112.7万 | 2.3万股 | -333股-1.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.34% | $120.1万 | 2,526股 | $54.2万 | 1,268股 | +1,258股+99.21% | 加仓 |
| KKRANESHARES TRUSTKRBN |
| 0.47% | 0.79% | $82.8万 | 2.3万股 | $127.6万 | 3.5万股 | -1.3万股-35.72% | 减仓 |
 苹果AAPL |
| 0.46% | 0.58% | $81.4万 | 4,227股 | $93.8万 | 5,477股 | -1,250股-22.82% | 减仓 |
 高德纳IT |
| 0.43% | 0.36% | $75.7万 | 1,678股 | $57.7万 | 1,678股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.43% | 0.67% | $75.0万 | 1,994股 | $108.3万 | 3,431股 | -1,437股-41.88% | 减仓 |
| IiShares安硕信托AGG |
| 0.37% | 0.59% | $64.8万 | 6,524股 | $94.4万 | 1.0万股 | -3,513股-35.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.37% | 0.59% | $64.2万 | 1,799股 | $95.5万 | 2,726股 | -927股-34.01% | 减仓 |
 亚马逊AMZN |
| 0.29% | 0.37% | $50.2万 | 3,302股 | $60.0万 | 4,719股 | -1,417股-30.03% | 减仓 |
 博通AVGO |
| 0.26% | 0.29% | $45.5万 | 407股 | $46.1万 | 555股 | -148股-26.67% | 减仓 |
 威瑞森VZ |
| 0.26% | 0.28% | $44.9万 | 1.2万股 | $45.9万 | 1.4万股 | -2,226股-15.73% | 减仓 |
 汽车地带AZO |
| 0.25% | 0.32% | $44.5万 | 172股 | $50.8万 | 200股 | -28股-14.00% | 减仓 |
 UFP INDUSTRIESUFPI |
| 0.25% | 0.24% | $43.7万 | 3,481股 | $38.2万 | 3,726股 | -245股-6.58% | 减仓 |
 VisaV |
| 0.25% | 0.24% | $43.5万 | 1,672股 | $38.2万 | 1,661股 | +11股+0.66% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.24% | 0.23% | $42.3万 | 1,394股 | $37.1万 | 1,394股 | 00.00% | 持仓不变 |
| GGlobal X基金QYLD |
| 0.23% | 0.27% | $40.7万 | 2.3万股 | $42.8万 | 2.6万股 | -2,038股-7.98% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.23% | 0.25% | $40.6万 | 2,141股 | $40.7万 | 2,141股 | 00.00% | 持仓不变 |
 再生元REGN |
| 0.22% | 0.28% | $39.3万 | 448股 | $45.8万 | 557股 | -109股-19.57% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.22% | 0.22% | $39.2万 | 2,746股 | $35.3万 | 3,264股 | -518股-15.87% | 减仓 |
 切尼尔能源LNG |
| 0.21% | 0.23% | $36.8万 | 2,153股 | $36.3万 | 2,185股 | -32股-1.46% | 减仓 |
| TTOLL BROTHERSTOL |
| 0.21% | 0.23% | $36.5万 | 3,547股 | $37.5万 | 5,073股 | -1,526股-30.08% | 减仓 |
 洛克希德马丁LMT |
| 0.2% | 0.24% | $35.2万 | 777股 | $38.0万 | 930股 | -153股-16.45% | 减仓 |
 谷歌AGOOGL |
| 0.2% | 0.33% | $35.1万 | 2,516股 | $52.9万 | 4,045股 | -1,529股-37.80% | 减仓 |
 好市多COST |
| 0.2% | 0.22% | $34.8万 | 527股 | $34.9万 | 618股 | -91股-14.72% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.18% | 0.22% | $31.0万 | 1,652股 | $35.0万 | 2,263股 | -611股-27.00% | 减仓 |
 AMD超威AMD |
| 0.18% | 0.28% | $30.8万 | 2,087股 | $45.8万 | 4,450股 | -2,363股-53.10% | 减仓 |
| SSPDR黄金信托GLD |
| 0.17% | 0.17% | $30.7万 | 1,607股 | $27.6万 | 1,610股 | -3股-0.19% | 减仓 |
 NETFLIXNFLX |
| 0.17% | 0.17% | $29.5万 | 606股 | $27.2万 | 720股 | -114股-15.83% | 减仓 |
 波音BA |
| 0.17% | 0.16% | $29.2万 | 1,120股 | $26.4万 | 1,378股 | -258股-18.72% | 减仓 |
 摩根大通JPM |
| 0.14% | 0.16% | $24.2万 | 1,423股 | $25.1万 | 1,731股 | -308股-17.79% | 减仓 |
 TJXTJX |
| 0.14% | 0.17% | $24.0万 | 2,558股 | $27.7万 | 3,118股 | -560股-17.96% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.14% | 0.14% | $24.0万 | 1,115股 | $23.3万 | 1,149股 | -34股-2.96% | 减仓 |
 EVERSOURCE ENERGYES |
| 0.14% | 0.17% | $23.9万 | 3,871股 | $27.2万 | 4,671股 | -800股-17.13% | 减仓 |
 辉瑞PFE |
| 0.14% | 0.32% | $23.8万 | 8,281股 | $52.1万 | 1.6万股 | -7,436股-47.31% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.13% | 0.13% | $23.3万 | 1,606股 | $21.0万 | 1,606股 | 00.00% | 持仓不变 |
