| IiShares安硕·MSCI ACWI ETFTOK |
| 3.31% | 3.16% | $1,606.5万 | 10.2万股 | $1,348.4万 | 9.7万股 | +4,893股+5.02% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 3.24% | 3.54% | $1,572.6万 | 21股 | $1,508.1万 | 21股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 3.2% | 3.37% | $1,553.8万 | 25.0万股 | $1,435.5万 | 22.9万股 | +2.0万股+8.87% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 3.11% | 2.41% | $1,510.4万 | 20.9万股 | $1,026.7万 | 16.7万股 | +4.2万股+24.80% | 加仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 2.69% | 2.18% | $1,305.0万 | 32.5万股 | $927.3万 | 27.5万股 | +5.0万股+18.26% | 加仓 |
 摩根大通JPM |
| 2.53% | 2.71% | $1,230.2万 | 3.8万股 | $1,156.1万 | 3.9万股 | -1,719股-4.37% | 减仓 |
| IiShares安硕信托SGOV |
| 2.36% | 1.12% | $1,145.0万 | 11.4万股 | $476.4万 | 4.7万股 | +6.6万股+140.30% | 加仓 |
| V先锋领航指数基金VOO |
| 2.3% | 2.7% | $1,116.1万 | 1.6万股 | $1,151.6万 | 1.9万股 | -3,021股-15.68% | 减仓 |
| G通用动力VTI |
| 2.27% | 1.88% | $1,104.3万 | 3.0万股 | $800.2万 | 2.5万股 | +4,900股+19.65% | 加仓 |
| SSPDR道富指数基金EDIV |
| 2.19% | 2.11% | $1,064.9万 | 26.0万股 | $897.9万 | 22.7万股 | +3.3万股+14.32% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.05% | 1.98% | $995.3万 | 9.0万股 | $844.9万 | 8.7万股 | +3,328股+3.83% | 加仓 |
| JJPMORGAN INTERNATIONAL VALUE ETFJIVE |
| 1.7% | 1.42% | $826.8万 | 9.0万股 | $603.2万 | 7.0万股 | +1.9万股+27.66% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.7% | 1.55% | $826.8万 | 3.5万股 | $660.5万 | 3.1万股 | +4,225股+13.76% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 1.65% | 2.2% | $800.4万 | 50.4万股 | $937.7万 | 54.1万股 | -3.7万股-6.90% | 减仓 |
| IiShares安硕信托ICVT |
| 1.57% | 1.46% | $764.7万 | 6.3万股 | $620.5万 | 6.1万股 | +1,856股+3.04% | 加仓 |
 苹果AAPL |
| 1.57% | 1.58% | $762.1万 | 2.6万股 | $675.6万 | 2.7万股 | -283股-1.06% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.56% | 1.34% | $758.5万 | 8.6万股 | $570.7万 | 1.6万股 | +7.1万股+455.49% | 加仓 |
| IiShares安硕信托REZ |
| 1.45% | 1.34% | $703.3万 | 7.4万股 | $569.9万 | 6.8万股 | +5,785股+8.45% | 加仓 |
 埃克森美孚XOM |
| 1.44% | 1.96% | $700.2万 | 5.1万股 | $836.6万 | 4.9万股 | +1,900股+3.85% | 加仓 |
| VVANGUARD EMERGINGVWOB |
| 1.42% | 1.32% | $688.3万 | 10.2万股 | $561.1万 | 8.5万股 | +1.7万股+19.85% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.33% | 1.31% | $646.5万 | 16.0万股 | $557.0万 | 13.9万股 | +2.2万股+15.63% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 1.27% | 1.35% | $617.9万 | 21.1万股 | $576.2万 | 20.1万股 | +1.1万股+5.34% | 加仓 |
| GGlobal X基金PFFD |
| 1.26% | 1.33% | $612.9万 | 32.8万股 | $566.0万 | 30.8万股 | +2.0万股+6.60% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.26% | 0.33% | $610.2万 | 6.7万股 | $142.1万 | 1.6万股 | +5.1万股+329.27% | 加仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 1.24% | 0.95% | $603.8万 | 7.7万股 | $406.2万 | 6.1万股 | +1.7万股+27.20% | 加仓 |
| IiShares安硕·COREIJR |
| 1.11% | 1.25% | $541.0万 | 3.6万股 | $533.2万 | 4.3万股 | -6,418股-14.96% | 减仓 |
| F第一信托·USTFMHI |
| 1.01% | 1.07% | $491.3万 | 10.1万股 | $454.7万 | 9.6万股 | +5,669股+5.93% | 加仓 |
 博通AVGO |
| 0.99% | 0.9% | $483.0万 | 1.3万股 | $381.5万 | 1.2万股 | +458股+3.72% | 加仓 |
| IiShares黄金信托IAU |
| 0.99% | 1.43% | $480.7万 | 6.4万股 | $609.5万 | 6.9万股 | -5,472股-7.91% | 减仓 |
| AALPS ETF信托AMLP |
| 0.97% | 0.83% | $473.0万 | 9.1万股 | $354.4万 | 6.7万股 | +2.4万股+35.50% | 加仓 |
| I景顺QQQ信托VOO |
| 0.89% | 0.47% | $432.2万 | 5,869股 | $202.1万 | 3,502股 | +2,367股+67.59% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.88% | 0.88% | $428.5万 | 2.4万股 | $376.6万 | 2.3万股 | +909股+3.99% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.85% | 0.88% | $411.5万 | 10.2万股 | $373.8万 | 11.0万股 | -8,075股-7.31% | 减仓 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 0.84% | 1.17% | $406.3万 | 10.5万股 | $499.0万 | 11.1万股 | -5,500股-4.97% | 减仓 |
 ALTRIAMO |
| 0.83% | 0.78% | $403.6万 | 5.6万股 | $333.4万 | 5.1万股 | +5,573股+11.03% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.81% | 0.48% | $392.8万 | 3.4万股 | $205.6万 | 1.8万股 | +1.6万股+89.75% | 加仓 |
| IiShares安硕信托IVV |
| 0.8% | 0.93% | $388.4万 | 5,186股 | $397.7万 | 6,088股 | -902股-14.82% | 减仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.79% | 0.92% | $385.6万 | 9.3万股 | $390.4万 | 10.0万股 | -6,731股-6.72% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.78% | 0.67% | $380.1万 | 6.7万股 | $283.6万 | 6.1万股 | +6,373股+10.44% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.78% | 0.34% | $377.3万 | 6.3万股 | $143.3万 | 2.7万股 | +3.7万股+138.46% | 加仓 |
 雪佛龙CVX |
| 0.77% | 1.17% | $372.2万 | 2.2万股 | $499.8万 | 2.4万股 | -1,698股-7.03% | 减仓 |
| IIBMIBM |
| 0.74% | 0.61% | $361.4万 | 1.3万股 | $261.3万 | 1.1万股 | +2,074股+19.24% | 加仓 |
 南方电力SO |
| 0.74% | 0.76% | $358.8万 | 3.7万股 | $325.0万 | 3.4万股 | +3,813股+11.32% | 加仓 |
 美国电力AEP |
| 0.74% | 0.72% | $358.2万 | 2.6万股 | $306.9万 | 2.3万股 | +2,771股+11.83% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 0.71% | 0.66% | $345.6万 | 7.2万股 | $280.7万 | 6.4万股 | +8,417股+13.14% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.7% | 0.61% | $338.5万 | 1.1万股 | $261.4万 | 1.1万股 | +725股+6.88% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.77% | $331.3万 | 6,621股 | $327.6万 | 6,837股 | -216股-3.16% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.67% | 0.72% | $323.5万 | 3.9万股 | $307.9万 | 3.7万股 | +2,117股+5.68% | 加仓 |
 辉瑞PFE |
| 0.66% | 0.75% | $320.9万 | 13.3万股 | $318.3万 | 11.3万股 | +2.0万股+17.57% | 加仓 |
 道明尼能源D |
| 0.65% | 0.58% | $314.8万 | 4.6万股 | $247.2万 | 4.0万股 | +6,105股+15.27% | 加仓 |
