| IiShares安硕信托IVV |
| 10.04% | 9.51% | $1,887.0万 | 2.5万股 | $1,627.7万 | 2.5万股 | +278股+1.12% | 加仓 |
 微软MSFT |
| 9.18% | 9.87% | $1,724.2万 | 4.6万股 | $1,689.6万 | 4.6万股 | +578股+1.27% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 3.79% | 3.91% | $712.3万 | 18.0万股 | $668.4万 | 16.8万股 | +1.2万股+7.28% | 加仓 |
| SSPDR道富系列信托SPYG |
| 3.5% | 3.12% | $657.3万 | 5.5万股 | $534.4万 | 5.5万股 | +658股+1.21% | 加仓 |
| S道富SPYV |
| 3.21% | 3.18% | $602.9万 | 9.9万股 | $543.7万 | 9.6万股 | +3,081股+3.21% | 加仓 |
| V先锋领航·TOTALBND |
| 3.08% | 3.07% | $577.9万 | 7.9万股 | $526.2万 | 7.1万股 | +7,272股+10.18% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.57% | 2.36% | $482.9万 | 1.6万股 | $404.2万 | 1.6万股 | -229股-1.40% | 减仓 |
| IiShares安硕·COREIJH |
| 2.51% | 2.42% | $472.2万 | 6.1万股 | $414.1万 | 6.1万股 | -74股-0.12% | 减仓 |
| IiShares安硕信托IDEV |
| 2.43% | 2.43% | $457.2万 | 5.1万股 | $415.9万 | 5.0万股 | +1,596股+3.21% | 加仓 |
| IiShares安硕信托DVY |
| 2.09% | 2.22% | $393.3万 | 2.5万股 | $379.9万 | 2.5万股 | +74股+0.29% | 加仓 |
| S嘉信策略信托SCHR |
| 2.08% | 2.18% | $390.0万 | 15.8万股 | $372.7万 | 15.0万股 | +8,535股+5.70% | 加仓 |
| IiShares安硕信托IEFA |
| 2.02% | 2.05% | $380.3万 | 3.9万股 | $351.6万 | 3.9万股 | +548股+1.41% | 加仓 |
 卡特彼勒CAT |
| 1.93% | 1.8% | $363.5万 | 3,413股 | $307.3万 | 4,337股 | -924股-21.31% | 减仓 |
| IiShares安硕信托EEM |
| 1.87% | 1.75% | $351.6万 | 5.1万股 | $299.4万 | 5.3万股 | -1,323股-2.51% | 减仓 |
| IiShares安硕IEMG |
| 1.77% | 1.6% | $331.9万 | 4.0万股 | $274.4万 | 3.9万股 | +715股+1.82% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.75% | 1.81% | $328.5万 | 4.0万股 | $309.7万 | 3.7万股 | +2,326股+6.22% | 加仓 |
 雪佛龙CVX |
| 1.73% | 2.35% | $325.4万 | 2.0万股 | $401.7万 | 1.9万股 | +215股+1.11% | 加仓 |
 摩根大通JPM |
| 1.65% | 1.49% | $309.4万 | 9,452股 | $255.0万 | 8,668股 | +784股+9.04% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.6% | 1.64% | $301.2万 | 2.9万股 | $281.4万 | 2.9万股 | +25股+0.09% | 加仓 |
 苹果AAPL |
| 1.6% | 1.45% | $300.7万 | 1.0万股 | $248.8万 | 9,805股 | +588股+6.00% | 加仓 |
| VVANGUARD S&P SMALL-CAP 600 VALUE ETFVTWO |
| 1.53% | 1.46% | $287.3万 | 2.4万股 | $249.0万 | 2.4万股 | +9股+0.04% | 加仓 |
| S道富SLYG |
| 1.41% | 1.25% | $264.5万 | 2.2万股 | $214.7万 | 2.2万股 | -18股-0.08% | 减仓 |
 南方电力SO |
| 1.4% | 1.49% | $263.5万 | 2.8万股 | $254.6万 | 2.6万股 | +1,151股+4.36% | 加仓 |
 默沙东MRK |
| 1.39% | 1.36% | $260.6万 | 2.0万股 | $232.4万 | 1.9万股 | +962股+4.98% | 加仓 |
| IIBMIBM |
| 1.26% | 1.14% | $237.1万 | 8,433股 | $194.9万 | 8,042股 | +391股+4.86% | 加仓 |
 可口可乐KO |
| 1.26% | 1.26% | $236.8万 | 2.9万股 | $215.9万 | 2.8万股 | +753股+2.65% | 加仓 |
 埃克森美孚XOM |
| 1.2% | 1.6% | $225.3万 | 1.6万股 | $274.3万 | 1.6万股 | +312股+1.93% | 加仓 |
 强生JNJ |
| 1.16% | 1.2% | $217.3万 | 8,556股 | $205.1万 | 8,389股 | +167股+1.99% | 加仓 |
 洛克希德马丁LMT |
| 1.14% | 1.41% | $215.1万 | 4,222股 | $241.0万 | 3,987股 | +235股+5.89% | 加仓 |
| IiShares安硕·COREIJR |
| 1.13% | 1% | $211.9万 | 1.4万股 | $171.5万 | 1.4万股 | +488股+3.54% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.1% | 1.1% | $207.4万 | 2.2万股 | $188.4万 | 2.1万股 | +269股+1.27% | 加仓 |
 EntergyETR |
| 1.07% | 1.15% | $200.9万 | 1.7万股 | $196.7万 | 1.8万股 | -15股-0.09% | 减仓 |
 威瑞森VZ |
| 1.04% | 1.33% | $194.9万 | 4.6万股 | $227.4万 | 4.5万股 | +746股+1.65% | 加仓 |
 宝洁PG |
| 1.03% | 1.02% | $193.2万 | 1.3万股 | $174.1万 | 1.2万股 | +1,125股+9.34% | 加仓 |
 3M COMMMM |
| 0.99% | 0.93% | $186.5万 | 1.2万股 | $159.0万 | 1.1万股 | +571股+5.22% | 加仓 |
| S道富SPMD |
| 0.95% | 0.85% | $177.9万 | 2.6万股 | $146.3万 | 2.5万股 | +1,627股+6.59% | 加仓 |
| V先锋领航指数基金VOO |
| 0.94% | 0.89% | $176.2万 | 2,566股 | $151.5万 | 2,536股 | +30股+1.18% | 加仓 |
 英伟达NVDA |
| 0.92% | 0.87% | $172.4万 | 8,615股 | $149.4万 | 8,569股 | +46股+0.54% | 加仓 |
 麦当劳MCD |
| 0.91% | 1.01% | $170.3万 | 6,302股 | $173.1万 | 5,569股 | +733股+13.16% | 加仓 |
 家得宝HD |
| 0.87% | 0.77% | $162.8万 | 4,615股 | $131.0万 | 3,982股 | +633股+15.90% | 加仓 |
 DOW COMDOW |
| 0.79% | 1.33% | $149.3万 | 5.5万股 | $226.9万 | 5.4万股 | +79股+0.14% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.79% | 0.76% | $148.0万 | 4.3万股 | $129.7万 | 4.3万股 | 00.00% | 持仓不变 |
 CROWN CASTLE COMCCI |
| 0.76% | 0.85% | $143.2万 | 1.9万股 | $145.6万 | 1.8万股 | +1,004股+5.61% | 加仓 |
 辉瑞PFE |
| 0.7% | 0.8% | $131.0万 | 5.4万股 | $137.5万 | 4.9万股 | +5,434股+11.10% | 加仓 |
| IiShares安硕信托IDV |
| 0.66% | 0.76% | $124.9万 | 3.0万股 | $130.8万 | 3.1万股 | -593股-1.93% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.65% | 0.62% | $122.5万 | 1.1万股 | $106.4万 | 1.1万股 | -19股-0.17% | 减仓 |
 帕兰提尔PLTR |
| 0.61% | 0.85% | $113.8万 | 9,753股 | $145.6万 | 9,953股 | -200股-2.01% | 减仓 |
 英特尔INTC |
| 0.61% | 0.21% | $113.8万 | 8,149股 | $35.9万 | 8,125股 | +24股+0.30% | 加仓 |
| IiShares安硕信托USRT |
| 0.6% | 0.58% | $112.0万 | 1.7万股 | $99.3万 | 1.7万股 | +85股+0.51% | 加仓 |
| IiShares安硕信托IEUR |
| 0.57% | 0.58% | $106.9万 | 1.4万股 | $99.6万 | 1.4万股 | +40股+0.28% | 加仓 |
