| IiShares安硕信托IVV |
| 19.53% | 18.45% | $4.16亿 | 55.5万股 | $3.58亿 | 54.8万股 | +6,850股+1.25% | 加仓 |
 iShares安硕·MBSACGL |
| 11.19% | 12.11% | $2.38亿 | 251.9万股 | $2.35亿 | 247.4万股 | +4.5万股+1.81% | 加仓 |
| J骏利亨德森JAAA |
| 8.7% | 9.28% | $1.85亿 | 366.9万股 | $1.80亿 | 357.4万股 | +9.5万股+2.65% | 加仓 |
| IiShares安硕信托IEFA |
| 8.43% | 8.62% | $1.79亿 | 185.7万股 | $1.67亿 | 184.7万股 | +9,904股+0.54% | 加仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 4.97% | 4.83% | $1.06亿 | 162.5万股 | $9,372.4万 | 144.3万股 | +18.2万股+12.59% | 加仓 |
| IiShares安硕IEMG |
| 4.74% | 4.31% | $1.01亿 | 121.7万股 | $8,358.4万 | 119.8万股 | +1.9万股+1.57% | 加仓 |
| SSPDR道富系列信托KOMP |
| 3.82% | 3.37% | $8,119.5万 | 113.6万股 | $6,529.0万 | 111.6万股 | +1.9万股+1.71% | 加仓 |
| J摩根大通交易所交易基金JQUA |
| 3.31% | 3.12% | $7,037.0万 | 97.4万股 | $6,053.9万 | 98.7万股 | -1.4万股-1.39% | 减仓 |
| AAMERICAN BEACON SELECT FUNDSMGNR |
| 3.2% | 3.55% | $6,809.0万 | 140.2万股 | $6,894.7万 | 133.7万股 | +6.6万股+4.92% | 加仓 |
| IiShares安硕信托IVW |
| 3.1% | 2.93% | $6,606.7万 | 48.0万股 | $5,687.5万 | 50.3万股 | -2.2万股-4.47% | 减仓 |
| IiShares安硕·COREIJH |
| 2.94% | 2.71% | $6,266.1万 | 81.3万股 | $5,248.0万 | 77.7万股 | +3.5万股+4.57% | 加仓 |
| VVANECK EMERGING MARKETS BOND ETFEMBX |
| 2.68% | 2.68% | $5,705.5万 | 111.2万股 | $5,195.0万 | 103.7万股 | +7.5万股+7.25% | 加仓 |
| S道富SPSM |
| 2.6% | 2.4% | $5,531.7万 | 95.9万股 | $4,657.4万 | 96.4万股 | -4,666股-0.48% | 减仓 |
| V先锋领航指数基金VTV |
| 2.49% | 2.63% | $5,298.7万 | 24.3万股 | $5,101.7万 | 26.0万股 | -1.7万股-6.50% | 减仓 |
| IiShares安硕信托IJK |
| 2.2% | 2.14% | $4,683.3万 | 39.9万股 | $4,148.6万 | 41.2万股 | -1.4万股-3.33% | 减仓 |
| IiShares安硕信托IJJ |
| 1.93% | 1.96% | $4,114.4万 | 27.9万股 | $3,798.4万 | 28.7万股 | -8,167股-2.85% | 减仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 1.75% | 2.14% | $3,715.6万 | 285.6万股 | $4,147.6万 | 249.7万股 | +35.9万股+14.37% | 加仓 |
 纽柯钢铁NUE |
| 0.94% | 0.92% | $2,006.7万 | 9.0万股 | $1,792.1万 | 10.6万股 | -1.6万股-14.99% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.74% | 1.07% | $1,584.2万 | 26.9万股 | $2,068.1万 | 34.7万股 | -7.9万股-22.66% | 减仓 |
 苹果AAPL |
| 0.7% | 0.69% | $1,495.4万 | 5.2万股 | $1,343.6万 | 5.3万股 | -1,263股-2.39% | 减仓 |
| AANGEL OAK ULTRASHORT INCOME ETFUYLD |
| 0.56% | 0.66% | $1,189.8万 | 23.3万股 | $1,278.1万 | 25.0万股 | -1.7万股-6.85% | 减仓 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 0.44% | 0.42% | $938.4万 | 14.6万股 | $808.5万 | 14.0万股 | +6,398股+4.59% | 加仓 |
 微软MSFT |
| 0.41% | 0.46% | $882.0万 | 2.4万股 | $894.2万 | 2.4万股 | -510股-2.11% | 减仓 |
| V先锋领航指数基金VOO |
| 0.41% | 0.4% | $878.4万 | 1.3万股 | $772.2万 | 1.3万股 | -133股-1.03% | 减仓 |
| DDOUBLELINE ETF TRUSTDCRE |
| 0.41% | — | $876.7万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
| IiShares安硕信托IGM |
| 0.38% | 0.32% | $817.2万 | 5.0万股 | $628.3万 | 5.3万股 | -3,062股-5.78% | 减仓 |
 宣伟SHW |
| 0.35% | 0.36% | $754.9万 | 2.2万股 | $703.0万 | 2.2万股 | -6股-0.03% | 减仓 |
| G通用动力VTI |
| 0.34% | 0.33% | $717.3万 | 1.9万股 | $642.8万 | 2.0万股 | -654股-3.26% | 减仓 |
 伍德沃德WWD |
| 0.33% | 0.29% | $695.4万 | 1.6万股 | $570.9万 | 1.6万股 | +396股+2.48% | 加仓 |
 摩根大通JPM |
| 0.3% | 0.29% | $635.0万 | 1.9万股 | $571.7万 | 1.9万股 | -35股-0.18% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.22% | 0.21% | $474.8万 | 6,358股 | $416.5万 | 6,404股 | -46股-0.72% | 减仓 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 0.21% | — | $437.3万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 谷歌AGOOGL |
| 0.18% | 0.18% | $386.8万 | 1.1万股 | $355.5万 | 1.2万股 | -1,540股-12.46% | 减仓 |
 英伟达NVDA |
| 0.16% | 0.16% | $339.2万 | 1.7万股 | $301.5万 | 1.7万股 | -331股-1.91% | 减仓 |
 艾伯维ABBV |
| 0.15% | 0.14% | $318.7万 | 1.3万股 | $280.8万 | 1.3万股 | -248股-1.92% | 减仓 |
 卡特彼勒CAT |
| 0.14% | 0.1% | $297.1万 | 2,790股 | $203.6万 | 2,874股 | -84股-2.92% | 减仓 |
| F第一信托·USTQTEC |
| 0.13% | 0.11% | $286.6万 | 8,562股 | $204.4万 | 9,466股 | -904股-9.55% | 减仓 |
 AMD超威AMD |
| 0.13% | 0.05% | $266.9万 | 4,595股 | $105.6万 | 5,191股 | -596股-11.48% | 减仓 |
 强生JNJ |
| 0.12% | 0.13% | $260.3万 | 1.0万股 | $250.3万 | 1.0万股 | +7股+0.07% | 加仓 |
 沃尔玛WMT |
| 0.12% | 0.18% | $247.3万 | 2.2万股 | $344.8万 | 2.8万股 | -5,914股-21.31% | 减仓 |
 麦当劳MCD |
| 0.11% | 0.14% | $224.5万 | 8,307股 | $266.3万 | 8,568股 | -261股-3.05% | 减仓 |
| I景顺QQQ信托VOO |
| 0.1% | 0.09% | $208.8万 | 2,835股 | $168.1万 | 2,912股 | -77股-2.64% | 减仓 |
 埃克森美孚XOM |
| 0.1% | 0.33% | $206.5万 | 1.5万股 | $649.0万 | 3.8万股 | -2.3万股-60.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.1% | 0.09% | $204.2万 | 5,780股 | $174.7万 | 6,090股 | -310股-5.09% | 减仓 |
| IIBMIBM |
| 0.09% | 0.08% | $199.4万 | 7,091股 | $163.0万 | 6,726股 | +365股+5.43% | 加仓 |
 雪佛龙CVX |
| 0.09% | 0.12% | $196.9万 | 1.2万股 | $240.6万 | 1.2万股 | +251股+2.16% | 加仓 |
 礼来LLY |
| 0.09% | 0.08% | $196.5万 | 1,638股 | $156.7万 | 1,704股 | -66股-3.87% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.09% | 0.09% | $195.7万 | 6.3万股 | $177.6万 | 6.4万股 | -828股-1.30% | 减仓 |
 思科CSCO |
| 0.09% | 0.07% | $192.9万 | 1.6万股 | $140.5万 | 1.8万股 | -1,685股-9.31% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.09% | 0.08% | $186.1万 | 1.5万股 | $164.5万 | 3,859股 | +1.1万股+288.29% | 加仓 |
