| F富达·MERRIMACK STR TRFBND |
| 28.85% | 15.47% | $1,432.8万 | 31.5万股 | $1,299.2万 | 28.5万股 | +3.0万股+10.70% | 加仓 |
| F富达·VALUE FACTOR ETFFVAL |
| 14.09% | 6.58% | $699.4万 | 9.0万股 | $552.3万 | 8.0万股 | +1.0万股+12.77% | 加仓 |
| IiShares安硕信托ITOT |
| 10.1% | 5.16% | $501.4万 | 3.1万股 | $433.3万 | 3.1万股 | -1股-0.00% | 减仓 |
| V先锋领航指数基金VOO |
| 7.92% | 3.64% | $393.4万 | 5,728股 | $305.8万 | 5,118股 | +610股+11.92% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 4.15% | 2.19% | $206.1万 | 3.4万股 | $183.6万 | 3.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 3.92% | 2.2% | $194.6万 | 2,597股 | $184.5万 | 2,825股 | -228股-8.07% | 减仓 |
| B纽约梅隆银行BK |
| 3.3% | 1.6% | $164.0万 | 1.1万股 | $134.6万 | 1.1万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 3.19% | 1.61% | $158.6万 | 1.8万股 | $135.1万 | 3,093股 | +1.5万股+495.41% | 加仓 |
| I景顺交易所交易基金信托EQWL |
| 2.81% | 1.25% | $139.7万 | 1.1万股 | $105.4万 | 9,144股 | +1,685股+18.43% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 2.55% | 1.24% | $126.4万 | 1.2万股 | $104.0万 | 1.2万股 | 00.00% | 持仓不变 |
| MMIAMI INTLMIAX |
| 2.1% | — | $104.1万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 AXSOME THERAPEUTICSAXSM |
| 2.09% | 0.85% | $103.8万 | 4,241股 | $71.7万 | 4,241股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.97% | 1.18% | $97.6万 | 1.9万股 | $98.9万 | 1.9万股 | -388股-2.05% | 减仓 |
 博通AVGO |
| 1.87% | — | $92.9万 | 2,460股 | $0 | 0股 | +2,460股 | 新买入 |
| V先锋领航指数基金VBK |
| 1.78% | 0.87% | $88.6万 | 2,423股 | $73.2万 | 2,423股 | 00.00% | 持仓不变 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 1.46% | 0.85% | $72.5万 | 1.5万股 | $71.6万 | 1.5万股 | 00.00% | 持仓不变 |
 SELECTIVE INSSIGI |
| 1.17% | 0.54% | $58.2万 | 6,000股 | $45.2万 | 6,000股 | 00.00% | 持仓不变 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 0.96% | 0.47% | $47.5万 | 6,334股 | $39.4万 | 5,866股 | +468股+7.98% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.79% | 0.38% | $39.1万 | 2,189股 | $31.7万 | 2,189股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.61% | 0.33% | $30.1万 | 1,324股 | $28.0万 | 1,324股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.6% | 0.27% | $29.9万 | 249股 | $22.9万 | 249股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JVAL |
| 0.59% | 0.29% | $29.2万 | 4,985股 | $24.4万 | 4,985股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.58% | — | $28.9万 | 2,464股 | $0 | 0股 | +2,464股 | 新买入 |
 特斯拉TSLA |
| 0.58% | 0.3% | $28.7万 | 683股 | $25.4万 | 683股 | 00.00% | 持仓不变 |
| IiShares安硕信托USRT |
| 0.52% | 0.28% | $26.1万 | 3,921股 | $23.2万 | 3,922股 | -1股-0.03% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.52% | 0.27% | $26.0万 | 2,092股 | $22.3万 | 523股 | +1,569股+300.00% | 加仓 |
| IINVESCO DIVIDEND ACHIEVERS ETFPFM |
| 0.48% | — | $23.6万 | 4,255股 | $0 | 0股 | +4,255股 | 新买入 |
| S嘉信·USSCHP |
| 0.45% | 0.27% | $22.1万 | 8,340股 | $22.7万 | 8,537股 | -197股-2.31% | 减仓 |
