| 1 | MSFT | Microsoft CORP | +1.9% | +329.94% | 加仓 |
| 2 | PDI | Pimco Dynamic Income Fund | -2% | +532.76% | 加仓 |
| 3 | IAGG | Ishares Intl Aggregate Bond | — | NEW | 新建仓 |
| 4 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | 新建仓 |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新建仓 |
| 6 | ACWV | Ishares Msci Global Min Vol | — | NEW | 新建仓 |
| 7 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建仓 |
| 8 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新建仓 |
| 9 | DIS | Walt Disney Co/the | — | NEW | 新建仓 |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新建仓 |
| 11 | HD | Home Depot INC | — | NEW | 新建仓 |
| 12 | BX | Blackstone INC | — | NEW | 新建仓 |
| 13 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | 新建仓 |
| 14 | V | Visa Inc-class A Shares | — | NEW | 新建仓 |
| 15 | PHDG | Invesco S&p 500 Downside Hed | — | NEW | 新建仓 |
| 16 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 17 | MDLZ | Mondelez International Inc-a | — | NEW | 新建仓 |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | 新建仓 |
| 19 | DWX | State Street Spdr S&p Intern | — | NEW | 新建仓 |
| 20 | XPCQX | Pimco California Muni INC Fd | — | NEW | 新建仓 |
| 21 | HPE | Hewlett-Packard Company | — | EXIT | 清仓 |
| 22 | GNMA | Ishares Gnma Bond ETF | — | NEW | 新建仓 |
| 23 | AAPL | Apple INC | — | NEW | 新建仓 |
| 24 | ATVIEUR | Activision Blizzard INC | — | NEW | 新建仓 |
| 25 | PML | Pimco Municipal Income Fd Ii | — | NEW | 新建仓 |
| 26 | IEMG | Ishares Core Msci Emerging | — | NEW | 新建仓 |
| 27 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新建仓 |
| 28 | IDV | Ishares International Select | — | NEW | 新建仓 |
| 29 | BIT | Blackrock Multi-sector INC | — | EXIT | 清仓 |
| 30 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | 新建仓 |
| 31 | NEAR | Ishares Sh Dba ETF Usd INC | — | NEW | 新建仓 |
| 32 | VZ | Verizon Communications INC | — | NEW | 新建仓 |
| 33 | EMLP | First Trust North American E | — | NEW | 新建仓 |
| 34 | DFEB | Ft Vest U.s. Equity Deep Buf | — | NEW | 新建仓 |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新建仓 |
| 36 | ✓ | Western Asset Municipal Parnters FD Inc | — | EXIT | 清仓 |
| 37 | MAT | Mattel INC | — | EXIT | 清仓 |
| 38 | IP | International Paper Co | — | EXIT | 清仓 |
| 39 | QCOM | Qualcomm INC | — | EXIT | 清仓 |
| 40 | SCHX | Schwab US Large-cap ETF | — | EXIT | 清仓 |
| 41 | ✓ | Dreyfus Mun Income INC | — | EXIT | 清仓 |
| 42 | FXN | First Trust Energy AlphaDEX Fund | — | NEW | 新建仓 |
| 43 | ✓ | Blackrock Defined Opprty Cr | — | EXIT | 清仓 |
| 44 | CMCSA | Comcast Corporation | — | EXIT | 清仓 |
| 45 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | — | NEW | 新建仓 |
| 46 | A | Agilent Technologies INC | — | EXIT | 清仓 |
| 47 | UNH | Unitedhealth Group INC | — | EXIT | 清仓 |
| 48 | ✓ | | — | EXIT | 清仓 |
| 49 | MUNI | Pimco Intermediate Municipal | — | EXIT | 清仓 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |