| S道富SPYV |
| 14.79% | 14.73% | $1.71亿 | 281.8万股 | $1.54亿 | 272.3万股 | +9.6万股+3.51% | 加仓 |
| SSPDR道富系列信托SPYG |
| 14.39% | 13% | $1.67亿 | 140.1万股 | $1.36亿 | 138.9万股 | +1.2万股+0.88% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 8.1% | 8.4% | $9,378.0万 | 205.4万股 | $8,788.7万 | 191.9万股 | +13.5万股+7.03% | 加仓 |
| IiShares安硕信托AGG |
| 5.73% | 5.83% | $6,637.8万 | 67.1万股 | $6,093.0万 | 61.4万股 | +5.7万股+9.26% | 加仓 |
| IiShares安硕IEMG |
| 5.58% | 5.07% | $6,466.6万 | 78.1万股 | $5,305.8万 | 76.1万股 | +2.0万股+2.62% | 加仓 |
| IiShares安硕信托IEFA |
| 4.13% | 3.98% | $4,786.1万 | 49.6万股 | $4,162.9万 | 46.0万股 | +3.6万股+7.77% | 加仓 |
 苹果AAPL |
| 4% | 4.13% | $4,634.0万 | 16.0万股 | $4,318.5万 | 17.0万股 | -1.0万股-5.89% | 减仓 |
| IiShares安硕信托EFG |
| 3.68% | 3.51% | $4,260.9万 | 34.2万股 | $3,666.9万 | 32.9万股 | +1.3万股+4.01% | 加仓 |
| IiShares安硕信托EFV |
| 3.5% | 3.59% | $4,058.5万 | 53.0万股 | $3,753.0万 | 50.5万股 | +2.5万股+5.03% | 加仓 |
 谷歌AGOOGL |
| 3.03% | 2.81% | $3,511.3万 | 9.8万股 | $2,933.7万 | 10.2万股 | -3,764股-3.69% | 减仓 |
 英伟达NVDA |
| 2.31% | 2.46% | $2,675.5万 | 13.4万股 | $2,567.8万 | 14.7万股 | -1.4万股-9.18% | 减仓 |
| S道富SPMD |
| 2.21% | 2.07% | $2,558.8万 | 37.9万股 | $2,161.1万 | 36.5万股 | +1.4万股+3.79% | 加仓 |
| IiShares安硕信托IMTB |
| 1.86% | 1.95% | $2,157.4万 | 49.5万股 | $2,038.6万 | 46.5万股 | +2.9万股+6.33% | 加仓 |
 亚马逊AMZN |
| 1.77% | 1.79% | $2,055.0万 | 8.6万股 | $1,873.4万 | 9.0万股 | -3,731股-4.15% | 减仓 |
 美光科技MU |
| 1.2% | 0.41% | $1,385.9万 | 1.2万股 | $429.3万 | 1.3万股 | -697股-5.49% | 减仓 |
| S道富SPSM |
| 1.17% | 1.06% | $1,351.5万 | 23.4万股 | $1,104.5万 | 22.9万股 | +5,781股+2.53% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.14% | 1.17% | $1,323.1万 | 8.4万股 | $1,219.4万 | 8.2万股 | +1,390股+1.69% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.92% | 0.93% | $1,060.7万 | 28.7万股 | $968.0万 | 26.3万股 | +2.4万股+9.04% | 加仓 |
| IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFIAGG |
| 0.89% | 0.92% | $1,031.6万 | 20.4万股 | $957.5万 | 19.1万股 | +1.3万股+6.55% | 加仓 |
| SSTARBOARD INVT TRAGOX |
| 0.81% | 0.62% | $940.8万 | 27.1万股 | $650.6万 | 24.4万股 | +2.7万股+11.05% | 加仓 |
| I景顺QQQ信托QQQ |
| 0.75% | 0.65% | $864.4万 | 1.2万股 | $684.2万 | 1.2万股 | -129股-1.09% | 减仓 |
 微软MSFT |
| 0.7% | 0.72% | $809.9万 | 2.2万股 | $755.9万 | 2.0万股 | +1,291股+6.32% | 加仓 |
 ALTRIAMO |
| 0.69% | 0.8% | $794.5万 | 10.9万股 | $836.7万 | 12.5万股 | -1.6万股-12.79% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.64% | 0.51% | $739.7万 | 12.7万股 | $533.9万 | 9.1万股 | +3.6万股+39.34% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.56% | $673.1万 | 1.9万股 | $584.2万 | 2.0万股 | -1,315股-6.46% | 减仓 |
 宝洁PG |
| 0.51% | 0.88% | $593.0万 | 4.0万股 | $922.1万 | 6.4万股 | -2.3万股-36.66% | 减仓 |
 沃尔玛WMT |
| 0.42% | 0.55% | $492.0万 | 4.3万股 | $576.4万 | 4.6万股 | -2,842股-6.14% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.43% | $488.2万 | 1.5万股 | $453.9万 | 1.5万股 | -518股-3.36% | 减仓 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.42% | 0.44% | $481.8万 | 6.5万股 | $464.0万 | 6.3万股 | +2,346股+3.75% | 加仓 |
 Meta平台META |
| 0.39% | 0.39% | $452.6万 | 8,035股 | $406.3万 | 7,102股 | +933股+13.14% | 加仓 |
 应用材料AMAT |
| 0.39% | 0.2% | $448.7万 | 6,206股 | $213.9万 | 6,257股 | -51股-0.82% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.34% | 0.38% | $395.3万 | 5,281股 | $394.6万 | 6,051股 | -770股-12.73% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.32% | 0.33% | $371.7万 | 2.0万股 | $345.2万 | 2.1万股 | -310股-1.50% | 减仓 |
 AMD超威AMD |
| 0.31% | 0.13% | $357.1万 | 6,148股 | $131.6万 | 6,469股 | -321股-4.96% | 减仓 |
 强生JNJ |
| 0.29% | 0.33% | $337.0万 | 1.3万股 | $342.4万 | 1.4万股 | -738股-5.27% | 减仓 |
| V先锋领航指数基金VB |
| 0.28% | 0.26% | $319.7万 | 1.1万股 | $273.2万 | 1.0万股 | +118股+1.13% | 加仓 |
 博通AVGO |
| 0.27% | 0.37% | $318.1万 | 8,422股 | $387.3万 | 1.3万股 | -4,093股-32.70% | 减仓 |
 WASTE MGMT DELWM |
| 0.27% | 0.34% | $316.4万 | 1.4万股 | $360.4万 | 1.6万股 | -1,491股-9.51% | 减仓 |
 特斯拉TSLA |
| 0.25% | 0.27% | $293.3万 | 6,974股 | $278.1万 | 7,481股 | -507股-6.78% | 减仓 |
 台积电TSM |
| 0.24% | 0.2% | $280.8万 | 5,867股 | $211.1万 | 6,230股 | -363股-5.83% | 减仓 |
| BBANK OF AMERBAC |
| 0.23% | 0.24% | $265.4万 | 4.7万股 | $250.1万 | 5.1万股 | -4,738股-9.23% | 减仓 |
 帕兰提尔PLTR |
| 0.22% | 0.3% | $255.3万 | 2.2万股 | $317.1万 | 2.2万股 | +198股+0.91% | 加仓 |
| G通用动力GD |
| 0.21% | 0.23% | $237.8万 | 6,425股 | $242.7万 | 7,564股 | -1,139股-15.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.23% | $228.9万 | 4,574股 | $238.8万 | 4,983股 | -409股-8.21% | 减仓 |
| NNEW YORK LIFE INVTS ACTIVE EMMCA |
| 0.19% | 0.27% | $217.1万 | 9.9万股 | $280.0万 | 13.0万股 | -3.0万股-23.28% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.17% | 0.17% | $202.6万 | 1.9万股 | $173.7万 | 1.9万股 | -193股-1.02% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFVIOO |
| 0.17% | 0.17% | $196.0万 | 1.5万股 | $180.6万 | 1.6万股 | -768股-4.86% | 减仓 |
 VisaV |
| 0.17% | 0.14% | $194.1万 | 5,656股 | $151.4万 | 5,010股 | +646股+12.89% | 加仓 |
 迈威尔MRVL |
| 0.16% | 0.06% | $182.2万 | 6,116股 | $61.4万 | 6,201股 | -85股-1.37% | 减仓 |
| IiShares安硕·COREIJH |
| 0.15% | 0.15% | $177.2万 | 2.3万股 | $153.0万 | 2.3万股 | +320股+1.41% | 加仓 |
