| IiShares安硕信托IVV |
| 22.63% | 21.06% | $2,513.0万 | 3.4万股 | $2,348.1万 | 3.6万股 | -2,390股-6.65% | 减仓 |
| IiShares安硕信托AGG |
| 8.04% | 7.22% | $893.1万 | 9.0万股 | $805.2万 | 8.1万股 | +9,114股+11.24% | 加仓 |
| WWisdomTree信托QGRW |
| 7.59% | 5.27% | $842.6万 | 12.8万股 | $587.8万 | 11.0万股 | +1.8万股+16.00% | 加仓 |
| IiShares安硕信托IEFA |
| 7.09% | 6.68% | $787.1万 | 8.1万股 | $744.4万 | 8.2万股 | -729股-0.89% | 减仓 |
| WWisdomTree信托MTGP |
| 5.92% | 5.44% | $657.8万 | 14.9万股 | $606.2万 | 13.7万股 | +1.2万股+8.60% | 加仓 |
| IiShares安硕信托ITOT |
| 4.45% | 3.7% | $494.7万 | 3.0万股 | $412.5万 | 2.9万股 | +1,152股+3.98% | 加仓 |
| IiShares安硕IEMG |
| 4.36% | 4.61% | $483.7万 | 5.8万股 | $513.6万 | 7.4万股 | -1.5万股-20.70% | 减仓 |
| IiShares安硕·COREIJR |
| 4.07% | 3.79% | $452.3万 | 3.0万股 | $422.4万 | 3.4万股 | -3,479股-10.24% | 减仓 |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 3.97% | 3% | $441.0万 | 4.3万股 | $334.2万 | 3.5万股 | +8,067股+22.86% | 加仓 |
| IiShares安硕·COREIJH |
| 3.77% | 3.51% | $419.1万 | 5.4万股 | $391.6万 | 5.8万股 | -3,631股-6.26% | 减仓 |
| WWISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUNDDDWM |
| 3.71% | 3.31% | $412.4万 | 8.9万股 | $368.5万 | 8.4万股 | +5,776股+6.91% | 加仓 |
| IiShares安硕信托LQD |
| 3.22% | 2.62% | $357.8万 | 3.3万股 | $291.6万 | 2.7万股 | +6,047股+22.60% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3% | 2.98% | $333.1万 | 4,461股 | $332.0万 | 5,105股 | -644股-12.62% | 减仓 |
 英伟达NVDA |
| 1.79% | 2.19% | $198.4万 | 9,916股 | $244.2万 | 1.4万股 | -4,086股-29.18% | 减仓 |
| IiShares安硕信托GVI |
| 1.49% | 1.4% | $165.8万 | 1.5万股 | $156.1万 | 1.5万股 | +700股+4.76% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.31% | 1.47% | $145.3万 | 2.9万股 | $163.7万 | 3.6万股 | -7,025股-19.59% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.24% | 1.1% | $138.0万 | 2.7万股 | $123.2万 | 2.4万股 | +2,942股+12.03% | 加仓 |
 苹果AAPL |
| 1.22% | 5.52% | $135.8万 | 4,695股 | $615.9万 | 2.4万股 | -2.0万股-80.66% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.06% | 0.9% | $117.4万 | 9,456股 | $100.8万 | 2,364股 | +7,092股+300.00% | 加仓 |
| SSPDR黄金信托GLD |
| 1.01% | 1.18% | $112.3万 | 3,048股 | $131.5万 | 3,056股 | -8股-0.26% | 减仓 |
| IiShares安硕信托HYG |
| 0.95% | 0.99% | $105.8万 | 1.3万股 | $110.5万 | 1.4万股 | -651股-4.69% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.93% | 1.03% | $103.7万 | 2.0万股 | $114.9万 | 2.3万股 | -2,232股-9.90% | 减仓 |
| WWISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUNDQHY |
| 0.91% | 0.75% | $101.4万 | 2.2万股 | $84.0万 | 1.8万股 | +3,685股+19.97% | 加仓 |
| SSPDR道富指数基金SPEM |
| 0.63% | 0.89% | $69.5万 | 1.3万股 | $98.7万 | 2.1万股 | -7,624股-36.22% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.6% | 0.42% | $66.6万 | 3,498股 | $46.5万 | 3,498股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.53% | 0.43% | $59.1万 | 1,654股 | $47.6万 | 1,654股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.37% | 0.46% | $41.0万 | 2,997股 | $50.8万 | 2,997股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.33% | — | $37.1万 | 1,245股 | $0 | 0股 | +1,245股 | 新买入 |
 摩根大通JPM |
| 0.33% | 1.16% | $37.0万 | 1,130股 | $129.6万 | 4,407股 | -3,277股-74.36% | 减仓 |
 亚马逊AMZN |
| 0.33% | 0.29% | $36.5万 | 1,531股 | $31.9万 | 1,531股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.31% | 1.5% | $34.7万 | 931股 | $167.7万 | 4,529股 | -3,598股-79.44% | 减仓 |
 应用材料AMAT |
| 0.29% | — | $32.4万 | 448股 | $0 | 0股 | +448股 | 新买入 |
| IiShares安硕信托EMB |
| 0.28% | 0.27% | $31.2万 | 3,233股 | $30.3万 | 3,231股 | +2股+0.06% | 加仓 |
| IiShares安硕信托DSI |
| 0.25% | 0.21% | $27.8万 | 1,954股 | $23.7万 | 1,954股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.24% | — | $26.5万 | 615股 | $0 | 0股 | +615股 | 新买入 |
 爱迪生联合电气ED |
| 0.24% | 0.24% | $26.3万 | 2,374股 | $26.9万 | 2,374股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHYG |
| 0.23% | 0.23% | $25.2万 | 5,939股 | $25.1万 | 5,929股 | +10股+0.17% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.22% | 0.2% | $24.2万 | 1,533股 | $22.7万 | 1,533股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.2% | — | $22.3万 | 1,447股 | $0 | 0股 | +1,447股 | 新买入 |
 高盛GS |
| 0.19% | — | $21.4万 | 212股 | $0 | 0股 | +212股 | 新买入 |
| SSPDR行业精选信托XLF |
| 0.19% | — | $21.3万 | 3,970股 | $0 | 0股 | +3,970股 | 新买入 |
| IiShares安硕信托DGRO |
| 0.19% | — | $21.0万 | 2,775股 | $0 | 0股 | +2,775股 | 新买入 |
 联合包裹UPSUPS |
| 0.18% | 1.27% | $19.5万 | 1,806股 | $141.6万 | 1.4万股 | -1.3万股-87.46% | 减仓 |
 景顺·MUNICIPAL TRUSTVKQ |
| 0.1% | 0.1% | $11.4万 | 1.1万股 | $10.8万 | 1.1万股 | 00.00% | 持仓不变 |
