| SSPDR标普500 ETFSPY |
| 31.4% | 31.2% | $6,999.4万 | 9.4万股 | $5,736.1万 | 8.8万股 | +5,528股+6.27% | 加仓 |
| V先锋领航·FTSEVEA |
| 21.11% | 22.05% | $4,705.2万 | 66.0万股 | $4,054.3万 | 63.3万股 | +2.8万股+4.38% | 加仓 |
| SSPDR行业精选信托XLK |
| 7.88% | 6.38% | $1,756.7万 | 9.2万股 | $1,173.7万 | 8.8万股 | +3,888股+4.40% | 加仓 |
| V先锋领航·TOTALBND |
| 7.72% | 7.92% | $1,721.1万 | 23.4万股 | $1,455.9万 | 19.8万股 | +3.7万股+18.58% | 加仓 |
| S嘉信策略信托SCHR |
| 4.99% | 5.72% | $1,112.0万 | 45.1万股 | $1,052.2万 | 42.2万股 | +2.9万股+6.75% | 加仓 |
| S嘉信·USSCHX |
| 4.71% | 5.05% | $1,049.5万 | 35.7万股 | $928.4万 | 36.2万股 | -5,498股-1.52% | 减仓 |
| V先锋领航指数基金VOO |
| 4.29% | 4.74% | $956.8万 | 1.4万股 | $872.2万 | 1.5万股 | -665股-4.56% | 减仓 |
| S嘉信策略信托SCHF |
| 2.06% | 2.27% | $459.4万 | 16.6万股 | $418.2万 | 16.9万股 | -3,131股-1.85% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.92% | 2.07% | $427.9万 | 3.6万股 | $381.4万 | 3.5万股 | +1,492股+4.26% | 加仓 |
| SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ |
| 1.86% | 2.11% | $415.2万 | 13.3万股 | $388.2万 | 12.4万股 | +9,134股+7.39% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.83% | 2.2% | $407.5万 | 3.8万股 | $404.1万 | 3.6万股 | +1,585股+4.35% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.86% | 0.97% | $192.5万 | 1.2万股 | $178.6万 | 1.3万股 | -649股-5.03% | 减仓 |
| IiShares安硕信托SGOV |
| 0.78% | 0.57% | $173.5万 | 1.7万股 | $104.7万 | 1.0万股 | +6,834股+65.71% | 加仓 |
 苹果AAPL |
| 0.71% | 0.67% | $159.2万 | 5,502股 | $122.5万 | 4,825股 | +677股+14.03% | 加仓 |
 特斯拉TSLA |
| 0.63% | 0.64% | $140.9万 | 3,350股 | $118.3万 | 3,183股 | +167股+5.25% | 加仓 |
| S嘉信策略信托SCHD |
| 0.63% | 0.74% | $139.6万 | 4.4万股 | $136.7万 | 4.5万股 | -535股-1.20% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.63% | 0.66% | $139.4万 | 4.8万股 | $122.0万 | 4.9万股 | -470股-0.97% | 减仓 |
| V先锋领航·INSTL INDEX FDVGUS |
| 0.58% | 0.34% | $129.1万 | 1.7万股 | $62.0万 | 8,188股 | +8,870股+108.33% | 加仓 |
| MMPLXFFUT |
| 0.47% | — | $104.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 艾伯维ABBV |
| 0.39% | 0.3% | $86.5万 | 3,438股 | $54.7万 | 2,514股 | +924股+36.75% | 加仓 |
 英伟达NVDA |
| 0.38% | 0.37% | $84.9万 | 4,241股 | $68.6万 | 3,931股 | +310股+7.89% | 加仓 |
 埃克森美孚XOM |
| 0.32% | 0.33% | $71.0万 | 5,192股 | $61.0万 | 3,598股 | +1,594股+44.30% | 加仓 |
| G通用动力VTI |
| 0.31% | 0.32% | $68.2万 | 1,842股 | $59.0万 | 1,838股 | +4股+0.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.31% | $59.9万 | 1,198股 | $57.2万 | 1,193股 | +5股+0.42% | 加仓 |
| PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL |
| 0.23% | — | $52.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| IiShares安硕信托AGG |
| 0.23% | 0.27% | $51.5万 | 5,206股 | $48.9万 | 4,925股 | +281股+5.71% | 加仓 |
| IiShares安硕信托USXF |
| 0.22% | 0.22% | $49.6万 | 7,136股 | $40.6万 | 7,354股 | -218股-2.96% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.19% | — | $42.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.19% | 0.2% | $41.9万 | 559股 | $36.5万 | 559股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 0.19% | 0.24% | $41.6万 | 4,542股 | $43.8万 | 4,776股 | -234股-4.90% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.18% | 0.19% | $40.2万 | 4,423股 | $35.0万 | 4,423股 | 00.00% | 持仓不变 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.17% | 0.1% | $38.1万 | 2.3万股 | $18.4万 | 1.1万股 | +1.2万股+111.34% | 加仓 |
 微软MSFT |
| 0.16% | 0.11% | $36.1万 | 968股 | $20.2万 | 545股 | +423股+77.61% | 加仓 |
 雅培ABT |
| 0.14% | 0.15% | $30.5万 | 3,359股 | $26.8万 | 2,610股 | +749股+28.70% | 加仓 |
 COLUMBIA SELIGM PREM TECH GRSTK |
| 0.13% | — | $28.9万 | 5,374股 | $0 | 0股 | +5,374股 | 新买入 |
 AGNC INVT COMAGNC |
| 0.13% | — | $28.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 强生JNJ |
| 0.12% | — | $27.3万 | 1,075股 | $0 | 0股 | +1,075股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.12% | — | $27.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 亚马逊AMZN |
| 0.11% | — | $24.5万 | 1,030股 | $0 | 0股 | +1,030股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.1% | 0.11% | $22.9万 | 2,738股 | $20.5万 | 2,725股 | +13股+0.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.1% | — | $22.5万 | 638股 | $0 | 0股 | +638股 | 新买入 |
| IiShares黄金信托IAU |
| 0.09% | 0.14% | $21.0万 | 2,786股 | $25.6万 | 2,905股 | -119股-4.10% | 减仓 |
 DYNEX CAPDX |
| 0.09% | — | $19.8万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| OOXFORD LANE CAP CORP COMOXLC |
| 0.07% | — | $15.1万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 SLR INVESTMENT CORP COMSLRC |
| 0.07% | — | $14.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| EEAGLE POINT CR COECC |
| 0.06% | — | $13.5万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 BLUE OWL CAP CORPOBDC |
| 0.05% | — | $10.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 EATON VANCE TAX-MANAGED GLOBAL COMEXG |
| 0.04% | — | $9.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 BRIGHTSPIRE CAPITALBRSP |
| 0.04% | — | $7.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 ARES COML REAL ESTATE CORP COMACRE |
| 0.03% | — | $7.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
