| IiShares安硕信托ICSH |
| 13.34% | 13.45% | $4,313.5万 | 85.2万股 | $3,932.5万 | 77.7万股 | +7.5万股+9.69% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 11.57% | 11.33% | $3,739.6万 | 73.3万股 | $3,313.2万 | 65.0万股 | +8.2万股+12.65% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 9.06% | 9.76% | $2,928.1万 | 97.6万股 | $2,854.2万 | 94.9万股 | +2.7万股+2.80% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 8.32% | 6.74% | $2,690.3万 | 92.9万股 | $1,969.5万 | 78.5万股 | +14.4万股+18.39% | 加仓 |
| S嘉信策略信托SCHD |
| 8.27% | 9.35% | $2,672.5万 | 84.3万股 | $2,732.5万 | 89.1万股 | -4.8万股-5.37% | 减仓 |
| IiShares安硕信托STIP |
| 7.64% | 7.61% | $2,471.4万 | 24.2万股 | $2,224.2万 | 21.5万股 | +2.7万股+12.49% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 6.55% | 4.93% | $2,117.2万 | 7.0万股 | $1,440.1万 | 6.1万股 | +9,277股+15.31% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 6.16% | 5.16% | $1,990.7万 | 9.4万股 | $1,508.5万 | 7.9万股 | +1.5万股+19.04% | 加仓 |
| S道富SPIB |
| 5.18% | 5.36% | $1,673.4万 | 50.0万股 | $1,566.8万 | 46.7万股 | +3.3万股+7.06% | 加仓 |
| S嘉信策略信托SCHR |
| 4.56% | 4.5% | $1,473.3万 | 59.7万股 | $1,316.1万 | 52.8万股 | +6.9万股+13.08% | 加仓 |
| IiShares安硕信托AGG |
| 2.31% | 3.13% | $746.8万 | 7.5万股 | $913.6万 | 9.2万股 | -1.7万股-18.03% | 减仓 |
| IiShares安硕IEMG |
| 2.13% | 1.7% | $687.4万 | 8.3万股 | $498.3万 | 7.1万股 | +1.2万股+16.14% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.05% | 1.74% | $662.7万 | 9.3万股 | $507.8万 | 7.9万股 | +1.4万股+17.38% | 加仓 |
| TT ROWE PRICE EXCHANGE-TRADEDTBUX |
| 1.8% | 2.12% | $580.5万 | 11.7万股 | $619.7万 | 12.5万股 | -7,931股-6.37% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.3% | 1.81% | $418.7万 | 9.2万股 | $529.0万 | 11.6万股 | -2.4万股-20.61% | 减仓 |
| IiShares安硕信托SHV |
| 1.21% | 1.42% | $392.2万 | 3.6万股 | $415.8万 | 3.8万股 | -2,125股-5.64% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 1.2% | 1.4% | $387.1万 | 7.8万股 | $409.0万 | 8.2万股 | -4,397股-5.35% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.99% | 1.3% | $319.3万 | 3.7万股 | $378.8万 | 4.9万股 | -1.2万股-23.97% | 减仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.97% | 1.14% | $312.6万 | 10.8万股 | $333.9万 | 11.4万股 | -6,690股-5.85% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.73% | 0.99% | $237.3万 | 4.0万股 | $288.2万 | 4.8万股 | -8,157股-16.86% | 减仓 |
 沃尔玛WMT |
| 0.51% | 0.33% | $165.5万 | 1.5万股 | $97.3万 | 7,831股 | +6,778股+86.55% | 加仓 |
 苹果AAPL |
| 0.46% | 0.54% | $150.1万 | 5,186股 | $157.2万 | 6,192股 | -1,006股-16.25% | 减仓 |
 微软MSFT |
| 0.45% | 0.57% | $145.2万 | 3,892股 | $167.9万 | 4,535股 | -643股-14.18% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.36% | 0.51% | $116.0万 | 2,319股 | $150.1万 | 3,133股 | -814股-25.98% | 减仓 |
| I景顺QQQ信托VOO |
| 0.34% | 0.4% | $110.2万 | 1,496股 | $117.2万 | 2,031股 | -535股-26.34% | 减仓 |
| S嘉信·USSCHX |
| 0.31% | 0.31% | $100.3万 | 3.4万股 | $91.2万 | 3.6万股 | -1,495股-4.20% | 减仓 |
 可口可乐KO |
| 0.29% | 0.39% | $92.6万 | 1.1万股 | $114.9万 | 1.5万股 | -3,712股-24.57% | 减仓 |
| FFIDELITY MSCI CONSUMER STAPLES INDEX ETFFSTA |
| 0.22% | 0.32% | $70.1万 | 1.3万股 | $93.9万 | 1.8万股 | -4,607股-25.67% | 减仓 |
 摩根大通JPM |
| 0.17% | 0.17% | $54.4万 | 1,660股 | $50.8万 | 1,727股 | -67股-3.88% | 减仓 |
 Elevance健康ELV |
| 0.16% | 0.13% | $50.4万 | 1,302股 | $38.1万 | 1,302股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.15% | 0.14% | $46.9万 | 5,616股 | $40.0万 | 5,604股 | +12股+0.21% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.13% | 0.13% | $41.9万 | 561股 | $37.4万 | 575股 | -14股-2.43% | 减仓 |
| V先锋领航指数基金VOO |
| 0.12% | 0.12% | $40.0万 | 581股 | $34.7万 | 580股 | +1股+0.17% | 加仓 |
| G通用动力VTI |
| 0.12% | 0.12% | $38.9万 | 1,051股 | $33.7万 | 1,051股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.12% | — | $37.3万 | 1,575股 | $0 | 0股 | +1,575股 | 新买入 |
 特斯拉TSLA |
| 0.1% | — | $31.8万 | 755股 | $0 | 0股 | +755股 | 新买入 |
| V先锋领航指数基金VB |
| 0.09% | 0.09% | $30.0万 | 989股 | $25.8万 | 986股 | +3股+0.30% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.09% | 0.11% | $29.5万 | 1.3万股 | $30.8万 | 1.3万股 | -509股-3.83% | 减仓 |
 ExpediaEXPE |
| 0.08% | — | $26.9万 | 1,650股 | $0 | 0股 | +1,650股 | 新买入 |
 杜克能源DUK |
| 0.08% | — | $26.3万 | 2,076股 | $0 | 0股 | +2,076股 | 新买入 |
 埃克森美孚XOM |
| 0.08% | 0.11% | $25.2万 | 1,845股 | $33.1万 | 1,953股 | -108股-5.53% | 减仓 |
 雪佛龙CVX |
| 0.07% | 0.11% | $23.8万 | 1,436股 | $31.1万 | 1,505股 | -69股-4.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.07% | — | $21.5万 | 609股 | $0 | 0股 | +609股 | 新买入 |
| IiShares安硕信托IVV |
| 0.07% | 0.11% | $21.1万 | 282股 | $32.1万 | 491股 | -209股-42.57% | 减仓 |
 家得宝HD |
| 0.06% | 0.07% | $20.7万 | 586股 | $21.7万 | 661股 | -75股-11.35% | 减仓 |
