| SSPDR标普500 ETFSPY |
| 18.05% | 19.51% | $204.0万 | 2,702股 | $219.7万 | 3,379股 | -677股-20.04% | 减仓 |
| S道富SPYM |
| 8.02% | 7.73% | $90.7万 | 1.0万股 | $87.1万 | 1.1万股 | -1,176股-10.33% | 减仓 |
| VVANGUARD FEDERAL MONEY MARKET INVESTORVMFXX |
| 5.48% | 5.52% | $61.9万 | 61.9万股 | $62.2万 | 62.2万股 | -2,603股-0.42% | 减仓 |
| WWEITZ CORE PLUS INCOME FUND INST'L CLASSWCPBX |
| 4.28% | 4.69% | $48.4万 | 5.1万股 | $52.8万 | 5.5万股 | -4,204股-7.68% | 减仓 |
| FFULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY FD INST'L CLASSFTSIX |
| 3.81% | 3.85% | $43.1万 | 9,096股 | $43.4万 | 1.0万股 | -1,080股-10.61% | 减仓 |
| G通用动力VTI |
| 3.59% | 0.85% | $40.6万 | 1,089股 | $9.5万 | 297股 | +792股+266.67% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.84% | 2.91% | $32.0万 | 6,373股 | $32.8万 | 7,176股 | -803股-11.19% | 减仓 |
| RREGAN CAPITAL TOTAL RETURN INCOME FUND INSTITUTIONAL CLASSRCIRX |
| 2.66% | 2.86% | $30.1万 | 3.2万股 | $32.2万 | 3.4万股 | -2,098股-6.21% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.48% | 2.49% | $28.1万 | 4,947股 | $28.1万 | 4,954股 | -7股-0.14% | 减仓 |
| OOAKMARK OAKMARK FUND INST'L CLASSOANMX |
| 2.47% | 2.61% | $27.9万 | 1,576股 | $29.4万 | 1,750股 | -174股-9.94% | 减仓 |
| AAQR LONG-SHORT EQUITY IQLEIX |
| 2.13% | 2.33% | $24.1万 | 1.2万股 | $26.3万 | 1.3万股 | -1,222股-9.55% | 减仓 |
| EEATON VANCE GLOBAL MACRO ABS RET ADV FUND CLASS IEGRIX |
| 2.13% | 2.24% | $24.0万 | 1.9万股 | $25.3万 | 2.1万股 | -1,980股-9.47% | 减仓 |
| RRIVER CANYON TOTAL RETURN BOND FUND INST'L CLASSRCTIX |
| 2.11% | 2.28% | $23.8万 | 2.4万股 | $25.6万 | 2.6万股 | -1,718股-6.60% | 减仓 |
| BBLACKROCK SYSTEMATIC MULTI STRATEGY FUND INST'L CLASSBIMBX |
| 1.88% | 2.08% | $21.2万 | 2.0万股 | $23.5万 | 2.2万股 | -2,006股-8.96% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 1.68% | 1.7% | $19.0万 | 3,721股 | $19.1万 | 3,747股 | -26股-0.69% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 1.48% | — | $16.7万 | 1,784股 | $0 | 0股 | +1,784股 | 新买入 |
| J骏利亨德森JAAA |
| 1.22% | 1.33% | $13.8万 | 2,724股 | $14.9万 | 2,965股 | -241股-8.13% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 1.22% | 1.33% | $13.8万 | 3,001股 | $15.0万 | 3,263股 | -262股-8.03% | 减仓 |
| AAMERICAN FUNDS AMERICAN BALANCED F2AMBFX |
| 1.16% | 1.05% | $13.1万 | 3,205股 | $11.8万 | 3,205股 | 00.00% | 持仓不变 |
| BBAIRD MUNI BOND FUND INST'L CLASSBMQIX |
| 1.13% | 1.15% | $12.7万 | 1.3万股 | $12.9万 | 1.3万股 | -344股-2.65% | 减仓 |
| IiShares安硕信托ICSH |
| 1.12% | 1.13% | $12.6万 | 2,502股 | $12.7万 | 2,516股 | -14股-0.56% | 减仓 |
| AAMERICAN FUNDS INVMT CO OF AMER F2ICAFX |
| 1.1% | 0.95% | $12.4万 | 1,809股 | $10.7万 | 1,809股 | 00.00% | 持仓不变 |
| AAMERICAN FUNDS CAPITAL WORLD GR&INC F2WGIFX |
| 0.99% | 0.96% | $11.2万 | 1,377股 | $10.8万 | 1,536股 | -159股-10.35% | 减仓 |
| IiShares安硕信托LQD |
| 0.98% | — | $11.1万 | 1,034股 | $0 | 0股 | +1,034股 | 新买入 |
 AMD超威AMD |
| 0.98% | 0.41% | $11.1万 | 199股 | $4.6万 | 227股 | -28股-12.33% | 减仓 |
| IiShares安硕信托SGOV |
| 0.79% | 0.79% | $8.9万 | 887股 | $8.9万 | 887股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 0.77% | 0.78% | $8.7万 | 955股 | $8.8万 | 955股 | 00.00% | 持仓不变 |
| AAMERICAN FUNDS WASHINGTON MUTUAL F2WMFFX |
| 0.75% | 0.68% | $8.5万 | 1,264股 | $7.6万 | 1,213股 | +51股+4.20% | 加仓 |
 应用材料AMAT |
| 0.74% | 0.43% | $8.3万 | 138股 | $4.8万 | 141股 | -3股-2.13% | 减仓 |
| S道富XLI |
| 0.71% | 0.82% | $8.0万 | 441股 | $9.3万 | 572股 | -131股-22.90% | 减仓 |
| V先锋领航指数基金VOO |
| 0.7% | 0.6% | $7.9万 | 114股 | $6.8万 | 114股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.67% | 0.65% | $7.6万 | 408股 | $7.3万 | 549股 | -141股-25.68% | 减仓 |
 泛林集团LRCX |
| 0.59% | 0.37% | $6.7万 | 191股 | $4.2万 | 195股 | -4股-2.05% | 减仓 |
| DDFA U.S. Core Equity 2 PortfolioDFQTX |
| 0.58% | 0.51% | $6.6万 | 1,327股 | $5.8万 | 1,333股 | -6股-0.45% | 减仓 |
| VVANGUARD CASH RESERVES FEDERAL MONEY MARKET ADMIRAL CLASSVMRXX |
| 0.56% | 0.56% | $6.3万 | 6.3万股 | $6.3万 | 6.3万股 | +753股+1.20% | 加仓 |
| FFIRST EAGLE HIGH YIELD FUND CLASS IFEHIX |
| 0.56% | 0.56% | $6.3万 | 7,765股 | $6.3万 | 7,889股 | -124股-1.57% | 减仓 |
| AAMERICAN FUNDS GROWTH FUND OF AMER F2GFFFX |
| 0.54% | 0.46% | $6.1万 | 699股 | $5.1万 | 698股 | +1股+0.14% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.54% | 0.73% | $6.1万 | 1,334股 | $8.2万 | 1,785股 | -451股-25.27% | 减仓 |
 阿斯麦ASML |
| 0.51% | 0.38% | $5.8万 | 32股 | $4.2万 | 32股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.51% | 0.47% | $5.7万 | 141股 | $5.2万 | 141股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.5% | 0.67% | $5.7万 | 511股 | $7.6万 | 684股 | -173股-25.29% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.48% | 0.43% | $5.4万 | 630股 | $4.9万 | 630股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.44% | 0.37% | $5.0万 | 235股 | $4.2万 | 238股 | -3股-1.26% | 减仓 |
| AAMERICAN FUNDS AMCAP F2AMCFX |
| 0.44% | 0.38% | $4.9万 | 1,061股 | $4.3万 | 995股 | +66股+6.63% | 加仓 |
 科磊KLAC |
| 0.42% | 0.27% | $4.8万 | 206股 | $3.1万 | 21股 | +185股+880.95% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.39% | 0.33% | $4.4万 | 532股 | $3.8万 | 532股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.36% | 0.35% | $4.1万 | 1,261股 | $3.9万 | 1,278股 | -17股-1.33% | 减仓 |
| Q高通QCOM |
| 0.35% | 0.25% | $3.9万 | 208股 | $2.8万 | 215股 | -7股-3.26% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.35% | 0.36% | $3.9万 | 777股 | $4.0万 | 811股 | -34股-4.19% | 减仓 |
| AAMERICAN FUNDS CAPITAL INCOME BLDR F2CAIFX |
| 0.31% | 0.29% | $3.5万 | 420股 | $3.2万 | 417股 | +3股+0.72% | 加仓 |
