| V先锋领航·FTSEVEA |
| 11.55% | 11.09% | $1,805.8万 | 25.3万股 | $1,666.5万 | 26.0万股 | -6,630股-2.55% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 9.27% | 9.76% | $1,448.9万 | 30.9万股 | $1,467.6万 | 31.2万股 | -3,048股-0.98% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 8.02% | 8.44% | $1,254.2万 | 27.2万股 | $1,268.5万 | 27.5万股 | -2,993股-1.09% | 减仓 |
| J摩根大通交易所交易基金JPLD |
| 7.8% | 8.25% | $1,218.8万 | 23.4万股 | $1,240.6万 | 23.8万股 | -4,162股-1.75% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 7.48% | 7.04% | $1,168.9万 | 9.4万股 | $1,059.1万 | 2.5万股 | +6.9万股+279.00% | 加仓 |
| IiShares安硕信托IWD |
| 7.34% | 7.07% | $1,147.9万 | 4.7万股 | $1,063.1万 | 5.0万股 | -2,405股-4.83% | 减仓 |
| IIMGP DBI MANAGED FUTURES STRATEGY ETFDBMF |
| 4.71% | 4.98% | $736.2万 | 24.1万股 | $748.1万 | 24.8万股 | -7,605股-3.06% | 减仓 |
| F富达Covington信托FENI |
| 4.63% | 4.58% | $723.5万 | 18.0万股 | $688.1万 | 18.5万股 | -4,674股-2.53% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 4.23% | 3.81% | $660.7万 | 7.4万股 | $573.1万 | 7.6万股 | -1,786股-2.35% | 减仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 3.9% | 3.72% | $610.3万 | 8.1万股 | $559.0万 | 8.3万股 | -1,871股-2.25% | 减仓 |
| V先锋领航·FSTEVWO |
| 3.31% | 3.22% | $516.6万 | 8.7万股 | $484.1万 | 9.0万股 | -3,005股-3.36% | 减仓 |
| SSTATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETFONEY |
| 3.11% | 3.07% | $485.7万 | 3.8万股 | $461.7万 | 3.8万股 | -541股-1.41% | 减仓 |
| HHARBOR ETF TRUSTOSEA |
| 2.86% | 3.09% | $447.0万 | 14.6万股 | $465.3万 | 16.1万股 | -1.4万股-8.93% | 减仓 |
| F富达Covington信托FESM |
| 2.68% | 2.22% | $419.1万 | 8.7万股 | $334.3万 | 8.8万股 | -1,190股-1.35% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.6% | 2.5% | $406.1万 | 1.7万股 | $376.0万 | 1.7万股 | -323股-1.85% | 减仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 2.27% | 2.12% | $354.9万 | 8.7万股 | $318.4万 | 8.9万股 | -1,091股-1.23% | 减仓 |
| J摩根大通交易所交易基金JMUB |
| 2.2% | 2.39% | $344.0万 | 6.8万股 | $358.7万 | 7.2万股 | -3,834股-5.34% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 1.77% | 1.91% | $276.1万 | 4.9万股 | $287.2万 | 5.1万股 | -1,792股-3.54% | 减仓 |
| S嘉信策略信托SCHD |
| 1.69% | 1.86% | $263.7万 | 8.3万股 | $279.7万 | 9.1万股 | -7,992股-8.77% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.1% | 1.06% | $172.4万 | 1.9万股 | $160.1万 | 2.0万股 | -1,255股-6.20% | 减仓 |
| CCAPITOL SER TRTACK |
| 1.04% | 1.05% | $161.9万 | 5.1万股 | $157.6万 | 5.2万股 | -636股-1.23% | 减仓 |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 0.94% | 1.15% | $146.5万 | 5.6万股 | $173.0万 | 5.7万股 | -787股-1.37% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.79% | 0.72% | $123.3万 | 3.0万股 | $108.6万 | 3.1万股 | -508股-1.67% | 减仓 |
 苹果AAPL |
| 0.76% | 1.33% | $119.6万 | 4,132股 | $200.1万 | 7,886股 | -3,754股-47.60% | 减仓 |
| N新纪元能源NEE |
| 0.42% | 0.46% | $65.3万 | 7,444股 | $69.1万 | 7,444股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.41% | 0.16% | $64.4万 | 1,108股 | $23.8万 | 1,108股 | 00.00% | 持仓不变 |
| KKRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETFKMLM |
| 0.4% | 0.43% | $62.7万 | 2.3万股 | $64.7万 | 2.3万股 | -189股-0.82% | 减仓 |
| F富达Covington信托FELG |
| 0.32% | 0.29% | $50.8万 | 1.2万股 | $43.5万 | 1.2万股 | +12股+0.10% | 加仓 |
 埃克森美孚XOM |
| 0.29% | 0.38% | $45.9万 | 3,358股 | $57.8万 | 3,408股 | -50股-1.47% | 减仓 |
 微软MSFT |
| 0.25% | 0.26% | $38.9万 | 1,042股 | $38.6万 | 1,042股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.24% | 0.26% | $37.5万 | 2,555股 | $39.8万 | 2,755股 | -200股-7.26% | 减仓 |
 艾默生电气EMR |
| 0.24% | 0.23% | $37.4万 | 2,611股 | $34.2万 | 2,611股 | 00.00% | 持仓不变 |
| F富达Covington信托FBCV |
| 0.18% | 0.16% | $28.4万 | 7,077股 | $24.6万 | 7,052股 | +25股+0.35% | 加仓 |
 宏利金融MFC |
| 0.18% | 0.16% | $27.8万 | 6,867股 | $23.6万 | 6,867股 | 00.00% | 持仓不变 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.16% | 0.19% | $25.8万 | 1,960股 | $28.0万 | 1,960股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.15% | — | $24.0万 | 200股 | $0 | 0股 | +200股 | 新买入 |
| BBANK OF AMERBAC |
| 0.14% | — | $22.4万 | 3,932股 | $0 | 0股 | +3,932股 | 新买入 |
 艾伯维ABBV |
| 0.14% | — | $22.2万 | 883股 | $0 | 0股 | +883股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.14% | — | $22.1万 | 625股 | $0 | 0股 | +625股 | 新买入 |
| IIBMIBM |
| 0.14% | — | $21.4万 | 762股 | $0 | 0股 | +762股 | 新买入 |
 迪士尼DIS |
| 0.14% | 0.14% | $21.2万 | 2,200股 | $21.2万 | 2,200股 | 00.00% | 持仓不变 |
 LOVESAC CO COMLOVE |
| 0.01% | 0.14% | $1.7万 | 1,000股 | $20.8万 | 1,000股 | 00.00% | 持仓不变 |
