| SSPDR行业精选信托XLK |
| 16.54% | 13.5% | $3,170.3万 | 16.6万股 | $2,271.6万 | 17.1万股 | -4,528股-2.65% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 14.7% | 16.67% | $2,816.9万 | 61.9万股 | $2,805.5万 | 61.5万股 | +4,253股+0.69% | 加仓 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 11.41% | 11.71% | $2,187.2万 | 34.0万股 | $1,971.3万 | 34.0万股 | -66股-0.02% | 减仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 11.04% | 11.2% | $2,116.5万 | 64.2万股 | $1,884.0万 | 64.2万股 | +257股+0.04% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 9.26% | 8.89% | $1,775.2万 | 47.4万股 | $1,495.5万 | 47.4万股 | +202股+0.04% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 7.61% | 7.97% | $1,458.0万 | 14.0万股 | $1,341.3万 | 13.8万股 | +2,262股+1.64% | 加仓 |
| F富达Covington信托FSMD |
| 6.8% | 6.56% | $1,302.7万 | 24.6万股 | $1,104.0万 | 24.7万股 | -375股-0.15% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 5.96% | 5.77% | $1,142.7万 | 9.2万股 | $971.4万 | 2.3万股 | +6.9万股+303.96% | 加仓 |
| IiShares安硕·COREIJR |
| 2.98% | 2.83% | $571.8万 | 3.9万股 | $476.8万 | 3.8万股 | +198股+0.52% | 加仓 |
 苹果AAPL |
| 1.43% | 1.48% | $273.7万 | 9,458股 | $249.3万 | 9,822股 | -364股-3.71% | 减仓 |
| V先锋领航指数基金VOO |
| 1.15% | 1.25% | $220.9万 | 3,217股 | $210.2万 | 3,517股 | -300股-8.53% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.99% | 0.94% | $188.8万 | 1.4万股 | $157.7万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.81% | 0.81% | $154.8万 | 2.0万股 | $137.0万 | 2.0万股 | -213股-1.05% | 减仓 |
| IIBMIBM |
| 0.76% | 0.75% | $145.3万 | 5,166股 | $125.5万 | 5,176股 | -10股-0.19% | 减仓 |
| SSPDR道富系列信托QUS |
| 0.65% | 0.88% | $125.5万 | 6,717股 | $148.5万 | 8,654股 | -1,937股-22.38% | 减仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.45% | 0.45% | $85.8万 | 4.8万股 | $75.8万 | 4.8万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托BIL |
| 0.43% | 0.48% | $82.9万 | 9,041股 | $80.5万 | 8,782股 | +259股+2.95% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.39% | 0.43% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.36% | 0.51% | $69.6万 | 5,092股 | $86.5万 | 5,101股 | -9股-0.18% | 减仓 |
 微软MSFT |
| 0.33% | 0.51% | $63.5万 | 1,704股 | $86.2万 | 2,327股 | -623股-26.77% | 减仓 |
| S道富SPYM |
| 0.33% | 0.33% | $62.8万 | 7,148股 | $54.7万 | 7,148股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.32% | 0.35% | $62.0万 | 4,225股 | $59.6万 | 4,129股 | +96股+2.33% | 加仓 |
 摩根大通JPM |
| 0.26% | 0.29% | $50.8万 | 1,551股 | $48.6万 | 1,651股 | -100股-6.06% | 减仓 |
 强生JNJ |
| 0.26% | 0.28% | $49.6万 | 1,951股 | $47.4万 | 1,939股 | +12股+0.62% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.24% | 0.25% | $46.2万 | 924股 | $42.7万 | 891股 | +33股+3.70% | 加仓 |
| IiShares安硕信托IVV |
| 0.24% | 0.24% | $45.4万 | 606股 | $39.7万 | 607股 | -1股-0.16% | 减仓 |
| IiShares安硕信托AGG |
| 0.24% | 0.86% | $45.3万 | 4,578股 | $144.4万 | 1.5万股 | -9,972股-68.54% | 减仓 |
| I景顺QQQ信托VOO |
| 0.22% | 0.2% | $42.2万 | 572股 | $33.4万 | 578股 | -6股-1.04% | 减仓 |
| C资本集团成长ETFCGGR |
| 0.2% | 0.2% | $38.4万 | 9,064股 | $32.9万 | 9,866股 | -802股-8.13% | 减仓 |
| AAT&TT |
| 0.2% | 0.34% | $38.2万 | 1.8万股 | $56.6万 | 2.0万股 | -1,053股-5.40% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.2% | 0.21% | $37.7万 | 9,166股 | $34.7万 | 9,746股 | -580股-5.95% | 减仓 |
 美光科技MU |
| 0.18% | — | $34.7万 | 301股 | $0 | 0股 | +301股 | 新买入 |
 可口可乐KO |
| 0.18% | 0.19% | $34.3万 | 4,215股 | $31.7万 | 4,174股 | +41股+0.98% | 加仓 |
 英特尔INTC |
| 0.18% | — | $34.0万 | 2,433股 | $0 | 0股 | +2,433股 | 新买入 |
 谷歌AGOOGL |
| 0.17% | 0.15% | $32.3万 | 905股 | $25.1万 | 872股 | +33股+3.78% | 加仓 |
 好市多COST |
| 0.16% | 0.19% | $30.3万 | 324股 | $31.3万 | 314股 | +10股+3.18% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.16% | 0.16% | $30.1万 | 1,062股 | $27.0万 | 1,062股 | 00.00% | 持仓不变 |
 FIRSTENERGY COMFE |
| 0.15% | 0.18% | $28.4万 | 5,967股 | $30.2万 | 5,967股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.14% | 0.15% | $27.0万 | 1,235股 | $24.4万 | 1,232股 | +3股+0.24% | 加仓 |
 英伟达NVDA |
| 0.14% | 0.13% | $26.6万 | 1,328股 | $21.7万 | 1,245股 | +83股+6.67% | 加仓 |
 百事可乐PEP |
| 0.14% | 0.18% | $26.0万 | 1,921股 | $29.8万 | 1,921股 | 00.00% | 持仓不变 |
 VisaV |
| 0.13% | 0.16% | $25.3万 | 738股 | $27.8万 | 918股 | -180股-19.61% | 减仓 |
 应用材料AMAT |
| 0.13% | — | $24.9万 | 345股 | $0 | 0股 | +345股 | 新买入 |
 爱迪生联合电气ED |
| 0.12% | 0.14% | $23.8万 | 2,152股 | $24.4万 | 2,152股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.12% | 0.14% | $23.7万 | 1,566股 | $23.7万 | 1,487股 | +79股+5.31% | 加仓 |
 Eaton Vance Tax-Advantaged Global Dividend Income FundETG |
| 0.12% | 0.12% | $23.6万 | 1.0万股 | $20.1万 | 1.0万股 | 00.00% | 持仓不变 |
 YUM BRANDS COMYUM |
| 0.12% | 0.13% | $22.6万 | 1,414股 | $21.6万 | 1,392股 | +22股+1.58% | 加仓 |
| N新纪元能源NEE |
| 0.12% | 0.14% | $22.5万 | 2,564股 | $23.8万 | 2,560股 | +4股+0.16% | 加仓 |
 安费诺APH |
| 0.12% | — | $22.1万 | 1,256股 | $0 | 0股 | +1,256股 | 新买入 |
 TIMKENTKR |
| 0.12% | — | $22.0万 | 1,517股 | $0 | 0股 | +1,517股 | 新买入 |
