| S嘉信·USSCHA |
| 15.83% | 15.26% | $2,555.1万 | 70.7万股 | $2,118.3万 | 72.8万股 | -2.1万股-2.92% | 减仓 |
| S嘉信·USSCHX |
| 14.87% | 14.93% | $2,400.6万 | 81.6万股 | $2,072.7万 | 80.8万股 | +7,293股+0.90% | 加仓 |
| S嘉信策略信托SCHM |
| 10.04% | 9.74% | $1,621.1万 | 44.0万股 | $1,352.4万 | 43.7万股 | +2,860股+0.65% | 加仓 |
| S嘉信策略信托SCHF |
| 8.8% | 9.1% | $1,421.2万 | 51.3万股 | $1,263.9万 | 51.1万股 | +2,397股+0.47% | 加仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 7.91% | 8.84% | $1,277.4万 | 26.5万股 | $1,226.9万 | 26.2万股 | +2,967股+1.13% | 加仓 |
| TTCW ETF TRUSTXB |
| 7.31% | 7.34% | $1,179.9万 | 30.1万股 | $1,019.3万 | 26.0万股 | +4.1万股+15.94% | 加仓 |
| S嘉信·5-10 YEAR CORPORATE BOND ETFSCHI |
| 5.99% | 6.17% | $967.6万 | 42.7万股 | $856.9万 | 37.8万股 | +5.0万股+13.12% | 加仓 |
| SSPDR道富系列信托SPLB |
| 5.86% | 5.94% | $945.2万 | 42.2万股 | $825.2万 | 37.1万股 | +5.1万股+13.63% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 4.13% | 4.32% | $666.2万 | 28.1万股 | $600.1万 | 27.9万股 | +2,084股+0.75% | 加仓 |
| SSPDR道富指数基金RWO |
| 4.04% | 4.23% | $652.0万 | 13.1万股 | $587.9万 | 12.8万股 | +2,722股+2.12% | 加仓 |
| S嘉信策略信托SCHE |
| 3% | 3.15% | $483.9万 | 13.3万股 | $437.0万 | 13.3万股 | +842股+0.63% | 加仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 2.47% | 3.17% | $397.9万 | 5.9万股 | $439.8万 | 5.9万股 | +213股+0.36% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 2.33% | 2.45% | $376.7万 | 7.8万股 | $340.0万 | 7.1万股 | +6,804股+9.57% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.29% | — | $370.1万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
| SSCHWAB 1-5 YEAR CORPORATE BOND ETFSCHJ |
| 2.16% | 2.15% | $348.4万 | 14.1万股 | $298.0万 | 12.1万股 | +2.1万股+17.24% | 加仓 |
 VanEck ETF信托MLN |
| 1.26% | 1.35% | $202.7万 | 11.4万股 | $187.9万 | 10.8万股 | +6,269股+5.82% | 加仓 |
| IiShares安硕信托GVI |
| 1.25% | 1.36% | $201.2万 | 1.9万股 | $188.9万 | 1.8万股 | +907股+5.10% | 加仓 |
| IiShares安硕信托IVV |
| 0.17% | 0.17% | $27.7万 | 370股 | $24.2万 | 370股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.16% | 0.18% | $25.6万 | 2,406股 | $25.4万 | 2,384股 | +22股+0.92% | 加仓 |
| WWISDOMTREE EQUITY PREMIUM INCOME FUNDWTPI |
| 0.13% | 0.14% | $21.8万 | 6,638股 | $20.1万 | 6,291股 | +347股+5.52% | 加仓 |
