| IiShares安硕·COREIJH |
| 31.29% | 30.54% | $7,067.9万 | 91.7万股 | $6,099.6万 | 90.3万股 | +1.3万股+1.48% | 加仓 |
| V先锋领航白厅基金VYM |
| 14.68% | 15.27% | $3,316.8万 | 21.0万股 | $3,048.7万 | 20.6万股 | +4,031股+1.96% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 14.46% | 14.16% | $3,266.1万 | 60.4万股 | $2,828.8万 | 59.5万股 | +9,327股+1.57% | 加仓 |
| DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 7.1% | 7.58% | $1,604.1万 | 38.9万股 | $1,513.0万 | 38.8万股 | +534股+0.14% | 加仓 |
| FFIDELITY DIVIDEND ETF FOR RISING RATESFDRR |
| 3.85% | 4% | $870.8万 | 13.4万股 | $798.1万 | 13.6万股 | -1,514股-1.12% | 减仓 |
| C资本集团成长ETFCGGR |
| 3.79% | 3.56% | $855.4万 | 18.1万股 | $710.5万 | 17.7万股 | +4,445股+2.51% | 加仓 |
| V先锋领航指数基金VOO |
| 2.54% | 2.44% | $574.5万 | 8,365股 | $487.0万 | 8,150股 | +215股+2.64% | 加仓 |
| IiShares安硕信托AGG |
| 1.79% | 1.94% | $403.7万 | 4.1万股 | $387.6万 | 3.9万股 | +1,745股+4.47% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.24% | 1.32% | $280.2万 | 1.2万股 | $263.3万 | 1.2万股 | -399股-3.26% | 减仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.2% | 1.12% | $270.2万 | 7.8万股 | $224.6万 | 7.6万股 | +1,882股+2.47% | 加仓 |
 谷歌AGOOGL |
| 0.95% | 0.96% | $214.3万 | 5,996股 | $190.7万 | 6,633股 | -637股-9.60% | 减仓 |
 CSX铁路CSX |
| 0.88% | 0.86% | $199.5万 | 4.2万股 | $172.3万 | 4.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.8% | $187.1万 | 5,296股 | $158.9万 | 5,539股 | -243股-4.39% | 减仓 |
 美国合众银行USB |
| 0.79% | 0.97% | $179.0万 | 3.0万股 | $194.1万 | 3.7万股 | -7,686股-20.59% | 减仓 |
 柯蒂斯怀特CW |
| 0.6% | 0.61% | $135.3万 | 1,786股 | $121.6万 | 1,786股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.67% | $134.2万 | 2,681股 | $134.7万 | 2,811股 | -130股-4.62% | 减仓 |
 安费诺APH |
| 0.58% | 0.47% | $131.4万 | 7,452股 | $94.6万 | 7,486股 | -34股-0.45% | 减仓 |
 摩根大通JPM |
| 0.58% | 0.6% | $130.3万 | 3,980股 | $119.3万 | 4,056股 | -76股-1.87% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.57% | 0.65% | $128.9万 | 1.1万股 | $129.5万 | 1.1万股 | -150股-1.34% | 减仓 |
 AMD超威AMD |
| 0.55% | 0.24% | $124.8万 | 2,148股 | $48.2万 | 2,369股 | -221股-9.33% | 减仓 |
| IiShares安硕信托IVV |
| 0.54% | 0.56% | $122.2万 | 1,632股 | $112.1万 | 1,716股 | -84股-4.90% | 减仓 |
 微软MSFT |
| 0.45% | 0.5% | $100.8万 | 2,704股 | $100.8万 | 2,724股 | -20股-0.73% | 减仓 |
 优步UBER |
| 0.42% | 0.53% | $95.7万 | 1.3万股 | $104.9万 | 1.5万股 | -1,318股-9.04% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.4% | 0.25% | $91.3万 | 1,425股 | $49.0万 | 1,492股 | -67股-4.49% | 减仓 |
 苹果AAPL |
| 0.4% | 0.4% | $90.1万 | 3,114股 | $80.2万 | 3,161股 | -47股-1.49% | 减仓 |
 礼来LLY |
| 0.33% | 0.29% | $73.9万 | 616股 | $58.0万 | 630股 | -14股-2.22% | 减仓 |
 VisaV |
| 0.32% | 0.32% | $72.9万 | 2,125股 | $64.9万 | 2,147股 | -22股-1.02% | 减仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 0.32% | 0.37% | $72.0万 | 7,533股 | $74.5万 | 7,780股 | -247股-3.17% | 减仓 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.3% | 0.3% | $67.8万 | 7,536股 | $59.6万 | 7,536股 | 00.00% | 持仓不变 |
| F富达Covington信托FELG |
| 0.3% | 0.29% | $67.6万 | 1.5万股 | $57.9万 | 1.5万股 | +1股+0.01% | 加仓 |
| IiShares安硕信托TIP |
| 0.3% | 0.34% | $67.3万 | 6,148股 | $67.8万 | 6,148股 | 00.00% | 持仓不变 |
 ALLIANT ENERGY COMLNT |
| 0.3% | 0.33% | $67.3万 | 8,816股 | $65.3万 | 9,100股 | -284股-3.12% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.28% | 0.29% | $63.1万 | 946股 | $57.2万 | 946股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.26% | 0.23% | $59.8万 | 2,860股 | $45.0万 | 2,735股 | +125股+4.57% | 加仓 |
| I景顺QQQ信托VOO |
| 0.25% | 0.22% | $57.5万 | 780股 | $44.6万 | 772股 | +8股+1.04% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.25% | 0.28% | $57.4万 | 6,947股 | $55.3万 | 6,944股 | +3股+0.04% | 加仓 |
 亚马逊AMZN |
| 0.25% | 0.25% | $56.6万 | 2,374股 | $49.4万 | 2,374股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.24% | 0.27% | $54.3万 | 3,700股 | $54.9万 | 3,800股 | -100股-2.63% | 减仓 |
| N新纪元能源NEE |
| 0.23% | 0.27% | $51.5万 | 5,873股 | $53.2万 | 5,727股 | +146股+2.55% | 加仓 |
 威瑞森VZ |
| 0.22% | 0.3% | $49.6万 | 1.2万股 | $59.9万 | 1.2万股 | -207股-1.74% | 减仓 |
 联合包裹UPSUPS |
| 0.21% | 0.27% | $48.4万 | 4,503股 | $53.2万 | 5,411股 | -908股-16.78% | 减仓 |
 M&T银行MTB |
| 0.21% | 0.21% | $47.6万 | 2,000股 | $41.3万 | 2,000股 | 00.00% | 持仓不变 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.21% | 0.19% | $47.4万 | 1,800股 | $37.6万 | 1,800股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.19% | 0.2% | $43.7万 | 2,185股 | $40.6万 | 2,327股 | -142股-6.10% | 减仓 |
| V先锋领航·TOTALBND |
| 0.19% | 0.22% | $43.4万 | 5,917股 | $43.4万 | 5,887股 | +30股+0.51% | 加仓 |
 Meta平台META |
| 0.19% | 0.22% | $43.1万 | 765股 | $44.2万 | 772股 | -7股-0.91% | 减仓 |
| IiShares安硕信托DVY |
| 0.19% | 0.26% | $43.0万 | 2,749股 | $51.6万 | 3,408股 | -659股-19.34% | 减仓 |
 美光科技MU |
| 0.18% | — | $41.0万 | 355股 | $0 | 0股 | +355股 | 新买入 |
 好市多COST |
| 0.18% | 0.22% | $40.7万 | 435股 | $43.7万 | 438股 | -3股-0.68% | 减仓 |
| G通用动力VTI |
| 0.18% | 0.17% | $40.3万 | 1,089股 | $34.9万 | 1,089股 | 00.00% | 持仓不变 |
