| S道富SPYM |
| 9.64% | 5.7% | $1,321.8万 | 15.0万股 | $681.1万 | 8.9万股 | +6.1万股+69.04% | 加仓 |
| B贝莱德ETF信托DYNF |
| 3.79% | 3.65% | $520.3万 | 7.7万股 | $436.2万 | 7.5万股 | +1,531股+2.04% | 加仓 |
| IiShares安硕信托IVW |
| 3.67% | 3.28% | $503.8万 | 3.7万股 | $391.7万 | 3.5万股 | +1,998股+5.77% | 加仓 |
| IiShares安硕·S&PIVE |
| 3.42% | 4.09% | $469.1万 | 2.1万股 | $488.2万 | 2.3万股 | -2,460股-10.64% | 减仓 |
| IiShares安硕信托IUSB |
| 3.39% | 1.99% | $465.5万 | 10.1万股 | $238.3万 | 5.2万股 | +4.9万股+95.55% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 2.67% | 2.22% | $366.6万 | 4.8万股 | $265.3万 | 3.9万股 | +9,419股+24.31% | 加仓 |
| B贝莱德ETF信托CORO |
| 2.48% | 2.37% | $340.5万 | 9.3万股 | $282.7万 | 8.8万股 | +5,114股+5.82% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.48% | 2.17% | $339.7万 | 4,549股 | $259.7万 | 3,993股 | +556股+13.92% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.19% | 1.99% | $299.9万 | 8.9万股 | $238.3万 | 8.2万股 | +6,823股+8.34% | 加仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 2.16% | 2.13% | $295.8万 | 3.8万股 | $254.8万 | 3.7万股 | +619股+1.65% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 2.15% | 2.34% | $295.4万 | 12.8万股 | $280.0万 | 12.1万股 | +7,119股+5.90% | 加仓 |
| WWisdomTree信托AGGY |
| 2.15% | 2.46% | $294.8万 | 6.8万股 | $293.9万 | 6.8万股 | +164股+0.24% | 加仓 |
| B贝莱德ETF信托BAI |
| 2.06% | 1.7% | $282.6万 | 5.4万股 | $202.6万 | 6.1万股 | -7,871股-12.80% | 减仓 |
| WWisdomTree信托DGRW |
| 1.93% | 2.04% | $264.6万 | 2.8万股 | $243.9万 | 2.8万股 | -90股-0.32% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.66% | 1.6% | $227.7万 | 1.4万股 | $191.3万 | 1.7万股 | -2,970股-17.41% | 减仓 |
 苹果AAPL |
| 1.6% | 1.37% | $219.1万 | 7,573股 | $163.3万 | 6,435股 | +1,138股+17.68% | 加仓 |
 LPL金融LPLA |
| 1.57% | 1.6% | $214.8万 | 7,625股 | $191.3万 | 6,360股 | +1,265股+19.89% | 加仓 |
| SSSGA ACTIVE TRXLSR |
| 1.55% | 1.42% | $213.2万 | 3.3万股 | $169.5万 | 2.9万股 | +3,518股+11.98% | 加仓 |
| WWisdomTree信托MTGP |
| 1.42% | 1.56% | $194.1万 | 4.4万股 | $186.0万 | 4.2万股 | +1,881股+4.47% | 加仓 |
 英伟达NVDA |
| 1.41% | 1.4% | $193.9万 | 9,690股 | $167.0万 | 9,577股 | +113股+1.18% | 加仓 |
| B贝莱德ETF信托BLCR |
| 1.38% | 1.2% | $189.7万 | 3.8万股 | $143.0万 | 3.5万股 | +2,831股+8.13% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.32% | 1.54% | $180.8万 | 3.6万股 | $183.7万 | 4.0万股 | -4,361股-10.84% | 减仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 1.27% | 2.12% | $174.4万 | 3.8万股 | $252.8万 | 5.5万股 | -1.7万股-30.59% | 减仓 |
 微软MSFT |
| 1.22% | 1.21% | $166.9万 | 4,473股 | $145.2万 | 3,921股 | +552股+14.08% | 加仓 |
 iShares安硕·MBSACGL |
| 1.19% | 1.26% | $163.3万 | 1.7万股 | $150.9万 | 1.6万股 | +1,390股+8.75% | 加仓 |
| GGlobal X基金SHLD |
| 1.18% | 1.2% | $161.5万 | 2.7万股 | $143.2万 | 2.0万股 | +6,822股+33.74% | 加仓 |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 1.13% | 1.18% | $155.3万 | 1.5万股 | $140.9万 | 1.5万股 | +400股+2.69% | 加仓 |
| A美国世纪ETF信托AVEM |
| 1.12% | 1.63% | $153.7万 | 1.6万股 | $194.2万 | 2.4万股 | -8,175股-33.91% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.12% | 1.01% | $153.2万 | 3.0万股 | $120.6万 | 2.6万股 | +3,867股+15.04% | 加仓 |
| IiShares安硕信托GJS |
| 1.1% | 1.16% | $151.3万 | 6.6万股 | $138.2万 | 6.0万股 | +6,108股+10.13% | 加仓 |
| B贝莱德ETF信托THRO |
| 1.09% | 1.53% | $149.7万 | 3.5万股 | $183.0万 | 5.1万股 | -1.6万股-31.24% | 减仓 |
| BBLUEROCK PVT REAL ESTATE FDBPRE |
| 1.07% | 1.7% | $146.7万 | 11.3万股 | $203.4万 | 12.2万股 | -9,661股-7.89% | 减仓 |
| B贝莱德ETF信托IALT |
| 1.02% | — | $139.4万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| IiShares安硕信托TLH |
| 0.9% | 0.97% | $123.4万 | 1.2万股 | $115.8万 | 1.2万股 | +798股+6.94% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.85% | 0.81% | $117.1万 | 4.5万股 | $96.9万 | 3.7万股 | +7,812股+21.20% | 加仓 |
 谷歌AGOOGL |
| 0.82% | 0.72% | $112.0万 | 3,134股 | $86.5万 | 3,007股 | +127股+4.22% | 加仓 |
| B贝莱德·ETF TRUST IIGGOV |
| 0.8% | — | $110.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| SSPDR道富系列信托EMHC |
| 0.67% | 0.67% | $92.2万 | 3.6万股 | $80.2万 | 3.2万股 | +3,916股+12.11% | 加仓 |
| WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF |
| 0.66% | 0.84% | $90.7万 | 1.7万股 | $100.1万 | 2.0万股 | -3,542股-17.48% | 减仓 |
 杜克能源DUK |
| 0.58% | 0.71% | $80.1万 | 6,328股 | $85.2万 | 6,510股 | -182股-2.80% | 减仓 |
 博通AVGO |
| 0.58% | 0.49% | $80.0万 | 2,118股 | $58.6万 | 1,894股 | +224股+11.83% | 加仓 |
| WWisdomTree信托QGRW |
| 0.55% | 0.42% | $75.4万 | 1.1万股 | $50.5万 | 9,449股 | +1,972股+20.87% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.55% | 0.22% | $75.3万 | 7,812股 | $26.0万 | 2,720股 | +5,092股+187.21% | 加仓 |
| WWisdomTree信托QSIG |
| 0.53% | 0.59% | $73.2万 | 1.5万股 | $70.6万 | 1.5万股 | +605股+4.16% | 加仓 |
 Truist金融TFC |
| 0.53% | — | $72.1万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSPDR行业精选信托XLRE |
| 0.52% | 0.52% | $70.7万 | 1.8万股 | $61.6万 | 1.5万股 | +2,192股+14.28% | 加仓 |
| IiShares安硕信托MTUM |
| 0.49% | 0.4% | $67.5万 | 1,968股 | $47.9万 | 1,995股 | -27股-1.35% | 减仓 |
| SSSGA ACTIVE TRSPIN |
| 0.49% | 0.46% | $67.1万 | 2.1万股 | $55.5万 | 1.8万股 | +2,674股+14.70% | 加仓 |
 摩根大通JPM |
| 0.49% | 0.55% | $66.8万 | 2,042股 | $65.2万 | 2,216股 | -174股-7.85% | 减仓 |
| SSPDR道富系列信托CERY |
| 0.48% | 0.54% | $66.3万 | 2.0万股 | $64.0万 | 1.8万股 | +1,663股+9.15% | 加仓 |
