| S道富SPYM |
| 15.14% | 11.23% | $2,440.0万 | 27.8万股 | $1,697.0万 | 22.2万股 | +5.6万股+25.23% | 加仓 |
| IiShares安硕·S&PIUSG |
| 4.99% | 3.94% | $805.1万 | 4.3万股 | $594.7万 | 3.8万股 | +4,461股+11.63% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.2% | 5.13% | $677.2万 | 14.9万股 | $774.7万 | 17.0万股 | -2.1万股-12.33% | 减仓 |
| IiShares安硕·COREIJH |
| 4.09% | 3.49% | $659.1万 | 8.5万股 | $526.8万 | 7.8万股 | +7,475股+9.58% | 加仓 |
| S嘉信策略信托SCHD |
| 3.9% | 4% | $628.7万 | 19.8万股 | $604.3万 | 19.7万股 | +1,300股+0.66% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 3.69% | 3.37% | $595.1万 | 10.5万股 | $509.5万 | 9.0万股 | +1.5万股+17.23% | 加仓 |
| IiShares安硕信托IEFA |
| 3.38% | 3.02% | $544.1万 | 5.6万股 | $455.8万 | 5.0万股 | +5,985股+11.89% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 3.24% | 2.72% | $522.0万 | 6.4万股 | $411.0万 | 6.0万股 | +4,207股+6.99% | 加仓 |
| I景顺QQQ信托VOO |
| 2.87% | 2.59% | $463.3万 | 6,291股 | $390.6万 | 6,767股 | -476股-7.03% | 减仓 |
| IiShares安硕信托AGG |
| 2.8% | 3.42% | $451.6万 | 4.6万股 | $516.6万 | 5.2万股 | -6,416股-12.33% | 减仓 |
| B贝莱德ETF信托BAI |
| 2.14% | 1.52% | $345.1万 | 6.5万股 | $229.1万 | 7.0万股 | -4,085股-5.87% | 减仓 |
| IiShares安硕信托IVW |
| 2.01% | 1.63% | $323.9万 | 2.4万股 | $246.5万 | 2.2万股 | +1,760股+8.08% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.98% | 1.99% | $319.8万 | 4,283股 | $299.9万 | 4,612股 | -329股-7.13% | 减仓 |
| F第一信托交易所交易基金VIILDR |
| 1.98% | 1.36% | $319.1万 | 8.1万股 | $204.9万 | 6.9万股 | +1.2万股+18.16% | 加仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 1.91% | 1.41% | $307.7万 | 1.8万股 | $213.1万 | 1.4万股 | +4,016股+27.80% | 加仓 |
| F富达·MERRIMACK STR TRFLDB |
| 1.88% | — | $303.8万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| B贝莱德ETF信托DYNF |
| 1.88% | 1.63% | $302.8万 | 4.5万股 | $245.6万 | 4.2万股 | +2,310股+5.47% | 加仓 |
| F第一信托交易所交易基金FTHI |
| 1.87% | 2.27% | $302.1万 | 12.7万股 | $343.2万 | 15.0万股 | -2.3万股-15.31% | 减仓 |
| F第一信托·USTCIBR |
| 1.8% | 1.09% | $289.6万 | 3.2万股 | $164.1万 | 2.6万股 | +6,045股+23.08% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.6% | 1.78% | $258.4万 | 1.1万股 | $269.1万 | 1.3万股 | -1,361股-10.68% | 减仓 |
| IiShares安硕信托IUSB |
| 1.55% | 1% | $250.0万 | 5.4万股 | $151.0万 | 3.3万股 | +2.1万股+65.71% | 加仓 |
| MMATTHEWS ASIA FDSMCH |
| 1.5% | 1.24% | $241.3万 | 8.4万股 | $187.7万 | 7.1万股 | +1.2万股+17.29% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.47% | 1.51% | $236.7万 | 1.1万股 | $227.7万 | 1.2万股 | -743股-6.26% | 减仓 |
| F第一信托·EXCH TRD ALPHDX FDNFTY |
| 1.44% | 1.21% | $232.5万 | 4.3万股 | $182.3万 | 3.5万股 | +7,833股+22.13% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.42% | 1.71% | $228.5万 | 8.6万股 | $258.8万 | 9.9万股 | -1.3万股-12.77% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.34% | 0.98% | $215.7万 | 2.8万股 | $148.8万 | 2.2万股 | +6,603股+30.38% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.23% | 1.06% | $198.5万 | 5.4万股 | $159.5万 | 5.0万股 | +4,603股+9.28% | 加仓 |
| WWORLD GOLD TRGLD |
| 0.99% | 1.09% | $160.1万 | 2.0万股 | $165.0万 | 1.8万股 | +2,363股+13.28% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.98% | 1.96% | $158.5万 | 3.0万股 | $296.4万 | 4.8万股 | -1.9万股-38.31% | 减仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.96% | 0.75% | $155.0万 | 2.3万股 | $112.9万 | 1.8万股 | +4,816股+26.30% | 加仓 |
 亚马逊AMZN |
| 0.95% | 0.89% | $152.6万 | 6,403股 | $134.9万 | 6,477股 | -74股-1.14% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.87% | 1.06% | $139.6万 | 6.0万股 | $160.5万 | 6.9万股 | -8,764股-12.68% | 减仓 |
| FFIRST TR EXCHANGE-TRADED FDRCTR |
| 0.84% | <0.01% | $136.1万 | 4.0万股 | $2,417 | 69股 | +4.0万股+58,507.25% | 加仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 0.8% | 0.97% | $129.3万 | 6.7万股 | $146.0万 | 7.7万股 | -9,804股-12.76% | 减仓 |
| V先锋领航全球基金VGT |
| 0.78% | 0.66% | $125.1万 | 1.0万股 | $99.8万 | 1,431股 | +9,038股+631.59% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.77% | 0.71% | $123.6万 | 7,652股 | $107.4万 | 9,580股 | -1,928股-20.13% | 减仓 |
| IiShares安硕信托IVV |
| 0.72% | 0.69% | $116.4万 | 1,554股 | $104.0万 | 1,592股 | -38股-2.39% | 减仓 |
| B贝莱德ETF信托BLCR |
| 0.72% | 0.55% | $116.2万 | 2.3万股 | $83.0万 | 2.0万股 | +2,853股+14.11% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG |
| 0.72% | 1.32% | $115.9万 | 2.3万股 | $199.8万 | 4.0万股 | -1.7万股-42.66% | 减仓 |
| AAvantis·U SAVUV |
| 0.65% | 0.59% | $104.4万 | 8,366股 | $88.5万 | 8,012股 | +354股+4.42% | 加仓 |
| GGlobal X基金SHLD |
| 0.6% | 0.54% | $96.8万 | 1.6万股 | $81.0万 | 1.1万股 | +4,764股+41.64% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.58% | 0.99% | $93.8万 | 2.1万股 | $149.0万 | 3.2万股 | -1.2万股-36.63% | 减仓 |
| B贝莱德ETF信托THRO |
| 0.55% | 0.72% | $88.3万 | 2.0万股 | $109.2万 | 3.0万股 | -9,680股-32.10% | 减仓 |
| IiShares安硕信托IWY |
| 0.54% | 0.56% | $87.1万 | 2,996股 | $84.2万 | 3,384股 | -388股-11.47% | 减仓 |
| A美国世纪ETF信托AVEM |
| 0.54% | 0.75% | $86.8万 | 8,999股 | $112.8万 | 1.4万股 | -4,998股-35.71% | 减仓 |
 苹果AAPL |
| 0.49% | 0.46% | $78.6万 | 2,718股 | $70.0万 | 2,759股 | -41股-1.49% | 减仓 |
 iShares安硕·MBSACGL |
| 0.47% | 0.63% | $75.1万 | 7,942股 | $94.4万 | 9,944股 | -2,002股-20.13% | 减仓 |
| B贝莱德ETF信托IALT |
| 0.45% | — | $72.0万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.43% | 0.38% | $70.0万 | 1,981股 | $58.2万 | 2,027股 | -46股-2.27% | 减仓 |
| IiShares安硕信托GJS |
| 0.43% | 0.56% | $68.9万 | 3.0万股 | $84.7万 | 3.7万股 | -6,741股-18.23% | 减仓 |
