| S嘉信·USSCHX |
| 13.59% | 12.07% | $5,491.4万 | 214.1万股 | $5,337.9万 | 198.4万股 | +15.8万股+7.95% | 加仓 |
| SSPDR标普500 ETFSPY |
| 6.35% | 9.07% | $2,564.8万 | 3.9万股 | $4,008.6万 | 5.9万股 | -1.9万股-32.91% | 减仓 |
| S嘉信策略信托SCHM |
| 6.19% | 6.06% | $2,501.2万 | 80.8万股 | $2,677.7万 | 89.0万股 | -8.3万股-9.29% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.43% | 5.42% | $2,192.4万 | 75.2万股 | $2,397.1万 | 73.5万股 | +1.8万股+2.39% | 加仓 |
| S嘉信策略信托SCHF |
| 4.97% | 4.95% | $2,009.6万 | 81.2万股 | $2,190.1万 | 91.1万股 | -9.9万股-10.88% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.15% | 4.06% | $1,676.9万 | 55.0万股 | $1,795.8万 | 60.6万股 | -5.7万股-9.36% | 减仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 3.4% | 3.63% | $1,374.9万 | 37.3万股 | $1,606.1万 | 42.9万股 | -5.6万股-13.13% | 减仓 |
| IiShares安硕信托GVI |
| 3.2% | 3.67% | $1,294.2万 | 12.2万股 | $1,622.7万 | 15.1万股 | -3.0万股-19.53% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 3.14% | 3.28% | $1,269.1万 | 52.3万股 | $1,448.3万 | 59.4万股 | -7.2万股-12.05% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.94% | 2.61% | $1,189.0万 | 13.4万股 | $1,154.1万 | 13.0万股 | +3,536股+2.71% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.91% | 2.92% | $1,174.5万 | 21.7万股 | $1,290.3万 | 24.0万股 | -2.3万股-9.49% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.69% | 3.47% | $1,087.5万 | 4.4万股 | $1,533.5万 | 6.2万股 | -1.8万股-29.61% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 2.66% | 2.71% | $1,074.8万 | 14.4万股 | $1,198.3万 | 15.8万股 | -1.4万股-9.01% | 减仓 |
| J骏利亨德森JAAA |
| 2.5% | 1.99% | $1,010.9万 | 20.1万股 | $879.4万 | 17.4万股 | +2.7万股+15.41% | 加仓 |
| S嘉信·USSCHP |
| 2.5% | 0.8% | $1,010.7万 | 38.0万股 | $351.7万 | 13.3万股 | +24.7万股+186.09% | 加仓 |
| S道富SPHY |
| 2.48% | 1.72% | $1,002.8万 | 43.0万股 | $758.6万 | 32.0万股 | +10.9万股+34.16% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 2.2% | 1.6% | $888.2万 | 51.3万股 | $706.3万 | 53.3万股 | -2.0万股-3.82% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.11% | 2.33% | $851.4万 | 15.0万股 | $1,032.3万 | 18.0万股 | -3.0万股-16.72% | 减仓 |
| S道富SPAB |
| 1.97% | 1.9% | $795.8万 | 31.1万股 | $842.0万 | 32.7万股 | -1.6万股-5.02% | 减仓 |
| S嘉信策略信托SCHD |
| 1.97% | 1.76% | $795.2万 | 25.9万股 | $778.3万 | 28.4万股 | -2.5万股-8.75% | 减仓 |
| IiShares安硕信托TLT |
| 1.89% | 1.89% | $764.0万 | 8.8万股 | $837.7万 | 9.6万股 | -8,144股-8.48% | 减仓 |
| NNEOS ETF TRUSTQQQI |
| 1.89% | — | $762.5万 | 15.3万股 | $0 | 0股 | +15.3万股 | 新买入 |
| IiShares安硕信托GVI |
| 1.76% | 2.04% | $712.8万 | 6.7万股 | $902.3万 | 8.5万股 | -1.8万股-20.86% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.67% | 1.34% | $673.8万 | 29.0万股 | $591.1万 | 25.3万股 | +3.7万股+14.69% | 加仓 |
| IiShares安硕信托AGG |
| 1.56% | 1.59% | $632.1万 | 6.4万股 | $705.0万 | 7.1万股 | -6,935股-9.83% | 减仓 |
| NNEOS ETF TRUSTSPYI |
| 1.45% | — | $585.6万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 特斯拉TSLA |
| 1.16% | 1.28% | $468.4万 | 1.3万股 | $567.9万 | 1.3万股 | -27股-0.21% | 减仓 |
| G高盛ETF信托GINC |
| 1.15% | 3.86% | $465.6万 | 9.3万股 | $1,705.7万 | 32.3万股 | -23.0万股-71.20% | 减仓 |
 苹果AAPL |
| 1.14% | 1.18% | $461.1万 | 1.8万股 | $522.0万 | 1.9万股 | -1,039股-5.41% | 减仓 |
| SSPDR黄金信托GLD |
| 0.94% | 0.85% | $380.7万 | 8,847股 | $374.9万 | 9,459股 | -612股-6.47% | 减仓 |
| SSPDR道富系列信托TFI |
| 0.76% | 0.91% | $307.7万 | 6.8万股 | $401.6万 | 8.8万股 | -2.0万股-22.77% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.73% | 0.58% | $296.8万 | 3.7万股 | $258.5万 | 3.2万股 | +4,933股+15.22% | 加仓 |
| S嘉信·USSCHA |
| 0.68% | 0.58% | $273.7万 | 9.4万股 | $257.9万 | 9.1万股 | +3,522股+3.89% | 加仓 |
 英伟达NVDA |
| 0.59% | 0.6% | $236.9万 | 1.4万股 | $267.5万 | 1.4万股 | -760股-5.30% | 减仓 |
 谷歌AGOOGL |
| 0.42% | 0.46% | $171.6万 | 5,964股 | $203.2万 | 6,491股 | -527股-8.12% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 0.37% | 0.48% | $150.8万 | 6.6万股 | $211.6万 | 9.1万股 | -2.6万股-28.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.32% | $121.1万 | 4,222股 | $139.5万 | 4,444股 | -222股-5.00% | 减仓 |
| SSCHWAB MUNICIPAL BOND ETFSCMB |
| 0.24% | 0.23% | $97.8万 | 3.8万股 | $103.2万 | 4.0万股 | -1,653股-4.13% | 减仓 |
| V先锋领航指数基金VOO |
| 0.22% | 0.27% | $88.8万 | 1,486股 | $118.8万 | 1,894股 | -408股-21.54% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.2% | 0.21% | $82.7万 | 1.8万股 | $92.5万 | 2.0万股 | -2,141股-10.83% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.2% | 0.2% | $81.3万 | 1.5万股 | $89.6万 | 1.7万股 | -1,475股-8.71% | 减仓 |
 亚马逊AMZN |
| 0.2% | 0.26% | $80.4万 | 3,859股 | $115.6万 | 5,008股 | -1,149股-22.94% | 减仓 |
| G通用动力VTI |
| 0.19% | 0.61% | $75.0万 | 2,338股 | $271.2万 | 8,088股 | -5,750股-71.09% | 减仓 |
 微软MSFT |
| 0.18% | 0.29% | $72.8万 | 1,964股 | $128.3万 | 2,651股 | -687股-25.91% | 减仓 |
 沃尔玛WMT |
| 0.18% | 0.22% | $71.3万 | 5,735股 | $96.0万 | 8,614股 | -2,879股-33.42% | 减仓 |
| SStrategyMSTR |
| 0.16% | 0.18% | $66.1万 | 5,300股 | $80.5万 | 5,300股 | 00.00% | 持仓不变 |
 PPL COMPPL |
| 0.14% | 0.12% | $56.6万 | 1.5万股 | $51.9万 | 1.5万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.13% | 0.15% | $52.7万 | 573股 | $67.0万 | 623股 | -50股-8.03% | 减仓 |
 强生JNJ |
| 0.11% | 0.1% | $45.6万 | 1,863股 | $44.1万 | 2,131股 | -268股-12.58% | 减仓 |
| V先锋领航·TOTALBND |
| 0.11% | 0.11% | $44.1万 | 5,993股 | $46.8万 | 6,316股 | -323股-5.11% | 减仓 |
