| IiShares安硕信托IVV |
| 21.72% | 21.37% | $2,908.0万 | 3.9万股 | $2,606.9万 | 4.0万股 | -1,079股-2.70% | 减仓 |
| IiShares安硕信托AGG |
| 12.39% | 12.15% | $1,658.6万 | 16.8万股 | $1,482.0万 | 14.9万股 | +1.8万股+12.25% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 10% | 9.7% | $1,338.5万 | 39.7万股 | $1,183.6万 | 35.1万股 | +4.6万股+13.11% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 9.09% | 8.84% | $1,216.1万 | 11.0万股 | $1,077.8万 | 11.1万股 | -613股-0.55% | 减仓 |
| V先锋领航指数基金VTV |
| 8.37% | 8.32% | $1,120.4万 | 5.1万股 | $1,015.0万 | 5.2万股 | -325股-0.63% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 7.3% | 6.99% | $976.9万 | 8.0万股 | $852.8万 | 8.5万股 | -4,680股-5.50% | 减仓 |
| IiShares安硕信托GVI |
| 6.33% | 7.08% | $847.1万 | 7.9万股 | $864.0万 | 8.1万股 | -2,688股-3.30% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 6.2% | 6.26% | $830.1万 | 12.3万股 | $763.9万 | 12.0万股 | +3,314股+2.77% | 加仓 |
| SSPDR道富系列信托SPYG |
| 5.22% | 5.17% | $698.9万 | 5.9万股 | $630.4万 | 6.4万股 | -5,653股-8.78% | 减仓 |
| IiShares安硕信托IXUS |
| 3.71% | 3.72% | $497.1万 | 5.2万股 | $454.0万 | 5.2万股 | -316股-0.60% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 1.82% | 1.86% | $243.1万 | 4.8万股 | $227.2万 | 4.6万股 | +2,524股+5.54% | 加仓 |
| IiShares安硕·COREIJR |
| 1.22% | 1.17% | $163.5万 | 1.1万股 | $143.0万 | 1.2万股 | -482股-4.19% | 减仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.01% | 0.93% | $135.5万 | 2.6万股 | $113.1万 | 2.2万股 | +4,092股+18.89% | 加仓 |
| J摩根大通交易所交易基金JPLD |
| 0.82% | 0.74% | $110.2万 | 2.1万股 | $90.5万 | 1.7万股 | +3,768股+21.72% | 加仓 |
| GGlobal X基金XYLD |
| 0.58% | 0.64% | $78.3万 | 1.9万股 | $77.6万 | 2.0万股 | -640股-3.23% | 减仓 |
 美国运通AXP |
| 0.48% | 0.47% | $63.9万 | 1,889股 | $57.1万 | 1,889股 | 00.00% | 持仓不变 |
| IiShares安硕信托USRT |
| 0.41% | 0.41% | $54.7万 | 8,238股 | $50.0万 | 8,446股 | -208股-2.46% | 减仓 |
 伍德沃德WWD |
| 0.38% | 0.35% | $51.2万 | 1,204股 | $43.1万 | 1,204股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.38% | 0.35% | $50.4万 | 7,362股 | $43.1万 | 7,584股 | -222股-2.93% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.36% | 0.39% | $47.5万 | 1.9万股 | $47.5万 | 1.9万股 | -459股-2.40% | 减仓 |
| SSTATE STREET MULTI-ASSET REAL RETURN ETFRLY |
| 0.35% | 0.42% | $47.1万 | 1.4万股 | $51.6万 | 1.4万股 | -619股-4.34% | 减仓 |
 英伟达NVDA |
| 0.32% | 0.31% | $43.3万 | 2,166股 | $37.3万 | 2,141股 | +25股+1.17% | 加仓 |
| CCOGENT COMMCCOI |
| 0.27% | 0.46% | $35.7万 | 2.6万股 | $56.0万 | 3.0万股 | -4,000股-13.45% | 减仓 |
| S嘉信策略信托SCHE |
| 0.26% | 0.27% | $35.0万 | 9,642股 | $32.9万 | 9,971股 | -329股-3.30% | 减仓 |
 微软MSFT |
| 0.25% | 0.27% | $33.9万 | 910股 | $33.4万 | 901股 | +9股+1.00% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.21% | 0.2% | $28.0万 | 684股 | $24.4万 | 684股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.19% | 0.21% | $25.1万 | 4,251股 | $25.9万 | 4,343股 | -92股-2.12% | 减仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 0.19% | 0.21% | $24.8万 | 4,905股 | $25.4万 | 5,013股 | -108股-2.15% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.17% | — | $22.6万 | 1,095股 | $0 | 0股 | +1,095股 | 新买入 |
