| V先锋领航·MIDVO |
| 4.89% | 4.77% | $267.9万 | 3.3万股 | $229.4万 | 7,988股 | +2.5万股+316.29% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 4.68% | 4.95% | $256.6万 | 5.1万股 | $238.0万 | 4.7万股 | +3,685股+7.79% | 加仓 |
| IiShares安硕信托STIP |
| 4.32% | 4.8% | $236.7万 | 2.3万股 | $230.7万 | 2.2万股 | +868股+3.89% | 加仓 |
 OMEGA HEALTHCARE INVSOHI |
| 4.24% | 4.62% | $232.3万 | 4.9万股 | $222.1万 | 5.1万股 | -1,980股-3.91% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.96% | 3.93% | $217.2万 | 2,908股 | $189.1万 | 2,908股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 3.17% | 3.38% | $173.9万 | 1.1万股 | $162.4万 | 1.1万股 | +38股+0.35% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 3.07% | 3.29% | $168.1万 | 5.6万股 | $158.3万 | 5.3万股 | +3,391股+6.44% | 加仓 |
| IiShares安硕信托IEI |
| 2.49% | 2.82% | $136.2万 | 1.1万股 | $135.4万 | 1.1万股 | 00.00% | 持仓不变 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 2.43% | 2.63% | $132.9万 | 4.3万股 | $126.3万 | 4.1万股 | +2,042股+4.98% | 加仓 |
| IiShares安硕信托IVV |
| 2.42% | 2.41% | $132.9万 | 1,774股 | $115.9万 | 1,774股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPEM |
| 2.22% | 2.15% | $121.7万 | 2.4万股 | $103.4万 | 2.2万股 | +1,455股+6.60% | 加仓 |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 1.83% | 2.04% | $100.1万 | 5,515股 | $98.2万 | 5,515股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 1.77% | 1.84% | $97.0万 | 1.1万股 | $88.4万 | 1.1万股 | +230股+2.14% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.75% | 1.7% | $96.1万 | 8,909股 | $81.5万 | 8,909股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 1.55% | 1.41% | $85.2万 | 3,909股 | $67.6万 | 3,444股 | +465股+13.50% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.37% | 1.49% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IISPHD |
| 1.35% | 1.5% | $73.9万 | 1.5万股 | $72.1万 | 1.5万股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIXMLV |
| 1.34% | 1.45% | $73.6万 | 1.1万股 | $69.8万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SMLV |
| 1.33% | 1.2% | $72.9万 | 4,631股 | $57.8万 | 4,215股 | +416股+9.87% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.27% | 1.46% | $69.7万 | 1.4万股 | $70.2万 | 1.4万股 | -137股-0.99% | 减仓 |
| S嘉信策略信托SCHR |
| 1.26% | 1.34% | $69.0万 | 2.8万股 | $64.5万 | 2.6万股 | +2,097股+8.10% | 加仓 |
| IiShares安硕信托EFAV |
| 1.25% | 1.52% | $68.7万 | 7,836股 | $73.3万 | 8,023股 | -187股-2.33% | 减仓 |
| V先锋领航指数基金VV |
| 1.24% | 1.21% | $67.7万 | 1,969股 | $58.1万 | 1,945股 | +24股+1.23% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 1.19% | 1.15% | $65.4万 | 5,655股 | $55.3万 | 5,655股 | 00.00% | 持仓不变 |
| WWisdomTree信托HEDJ |
| 1.16% | 1.24% | $63.4万 | 1.1万股 | $59.8万 | 1.1万股 | -299股-2.62% | 减仓 |
| IiShares安硕·COREIJR |
| 1.12% | 0.91% | $61.4万 | 4,137股 | $43.6万 | 3,508股 | +629股+17.93% | 加仓 |
| S道富SPYM |
| 1.12% | 1.11% | $61.3万 | 6,971股 | $53.4万 | 6,971股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 1.1% | 1.07% | $60.3万 | 1.0万股 | $51.6万 | 9,544股 | +550股+5.76% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 1.1% | 1.22% | $60.0万 | 2.1万股 | $58.8万 | 2.0万股 | +560股+2.78% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.09% | 1.16% | $60.0万 | 6,221股 | $55.7万 | 6,275股 | -54股-0.86% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.09% | 1.19% | $59.6万 | 1,192股 | $57.1万 | 1,192股 | 00.00% | 持仓不变 |
| S道富SPIB |
| 1.06% | 0.98% | $57.9万 | 1.7万股 | $46.9万 | 1.4万股 | +3,327股+23.79% | 加仓 |
| WWisdomTree信托DEM |
| 1.03% | 1.11% | $56.2万 | 1.0万股 | $53.2万 | 1.1万股 | -249股-2.33% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.02% | 1.05% | $56.1万 | 6,693股 | $50.3万 | 6,693股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.01% | 1.14% | $55.4万 | 1,485股 | $55.0万 | 1,485股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1% | 1.42% | $54.9万 | 4,017股 | $68.2万 | 4,017股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P 100 ETFIWO |
| 1% | 1.27% | $54.7万 | 1,496股 | $60.9万 | 1,916股 | -420股-21.92% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 1% | 1% | $54.6万 | 2.3万股 | $48.2万 | 2.2万股 | +639股+2.85% | 加仓 |
| S道富SPYV |
| 0.98% | 1.04% | $53.6万 | 8,816股 | $49.9万 | 8,816股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.97% | 0.96% | $53.3万 | 1.1万股 | $46.1万 | 1.0万股 | +482股+4.78% | 加仓 |
| V先锋领航指数基金VUG |
| 0.97% | 0.94% | $53.2万 | 6,180股 | $45.0万 | 1,030股 | +5,150股+500.00% | 加仓 |
| S道富SPHY |
| 0.93% | 1.06% | $51.1万 | 2.2万股 | $50.9万 | 2.2万股 | -20股-0.09% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.9% | 0.82% | $49.1万 | 6,890股 | $39.6万 | 6,182股 | +708股+11.45% | 加仓 |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.9% | 1% | $49.1万 | 1.3万股 | $48.0万 | 1.4万股 | -1,513股-10.47% | 减仓 |
| IiShares安硕信托SHYG |
| 0.89% | 1.05% | $48.7万 | 1.1万股 | $50.4万 | 1.2万股 | -433股-3.63% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.81% | 0.84% | $44.6万 | 1,885股 | $40.5万 | 1,885股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.79% | 0.79% | $43.2万 | 1,494股 | $37.9万 | 1,494股 | 00.00% | 持仓不变 |
| IISHARES MORNINGSTAR US EQUITY ETFILCB |
| 0.75% | 0.74% | $41.2万 | 3,974股 | $35.7万 | 3,974股 | 00.00% | 持仓不变 |
| GGlobal X基金CLIP |
| 0.71% | 0.71% | $39.0万 | 3,890股 | $33.9万 | 3,382股 | +508股+15.02% | 加仓 |
| V先锋领航指数基金VB |
| 0.66% | 0.65% | $36.2万 | 1,195股 | $31.3万 | 1,195股 | 00.00% | 持仓不变 |
