| G通用动力VTI |
| 17.55% | 16.67% | $7,065.8万 | 19.1万股 | $5,951.1万 | 18.6万股 | +5,444股+2.93% | 加仓 |
 苹果AAPL |
| 6.81% | 6.85% | $2,741.0万 | 9.5万股 | $2,443.7万 | 9.6万股 | -1,562股-1.62% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.15% | 3.87% | $1,670.2万 | 23.4万股 | $1,382.3万 | 21.6万股 | +1.9万股+8.66% | 加仓 |
| SSTATE STREET GLOBAL ALLOCATION ETFGAL |
| 3.02% | 3.24% | $1,217.2万 | 23.0万股 | $1,155.9万 | 23.4万股 | -3,170股-1.36% | 减仓 |
 亚马逊AMZN |
| 3.01% | 3% | $1,212.4万 | 5.1万股 | $1,069.6万 | 5.1万股 | -486股-0.95% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.64% | 2.47% | $1,063.3万 | 3.0万股 | $880.1万 | 3.1万股 | -588股-1.92% | 减仓 |
| I景顺交易所交易基金IIPGX |
| 2.02% | 2.03% | $814.4万 | 75.1万股 | $722.9万 | 66.4万股 | +8.7万股+13.07% | 加仓 |
| J摩根大通交易所交易基金JPME |
| 1.96% | 1.92% | $787.4万 | 6.3万股 | $685.4万 | 6.0万股 | +3,544股+5.92% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 1.74% | 1.6% | $700.2万 | 14.5万股 | $569.5万 | 11.9万股 | +2.6万股+21.59% | 加仓 |
| IiShares安硕信托SHYG |
| 1.53% | 1.38% | $615.5万 | 14.5万股 | $493.3万 | 11.7万股 | +2.9万股+24.47% | 加仓 |
 微软MSFT |
| 1.49% | 1.64% | $600.6万 | 1.6万股 | $584.9万 | 1.6万股 | +301股+1.91% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.44% | 1.47% | $581.3万 | 25.1万股 | $524.0万 | 22.6万股 | +2.6万股+11.36% | 加仓 |
| I景顺QQQ信托VOO |
| 1.3% | 1.1% | $524.8万 | 7,126股 | $394.1万 | 6,828股 | +298股+4.36% | 加仓 |
 埃克森美孚XOM |
| 1.24% | 1.75% | $500.3万 | 3.7万股 | $625.8万 | 3.7万股 | -291股-0.79% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.18% | 1.16% | $477.2万 | 12.5万股 | $413.7万 | 12.8万股 | -2,195股-1.72% | 减仓 |
 英伟达NVDA |
| 1.17% | 1.16% | $471.2万 | 2.4万股 | $415.7万 | 2.4万股 | -288股-1.21% | 减仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.99% | 1.06% | $400.1万 | 6.5万股 | $378.7万 | 6.5万股 | +11股+0.02% | 加仓 |
 威瑞森VZ |
| 0.95% | 1.2% | $381.5万 | 9.0万股 | $427.1万 | 8.5万股 | +5,017股+5.90% | 加仓 |
 CVS健康CVS |
| 0.92% | 0.73% | $369.1万 | 3.6万股 | $260.3万 | 3.6万股 | -573股-1.58% | 减仓 |
| C花旗集团C |
| 0.87% | 0.83% | $351.7万 | 2.5万股 | $297.7万 | 2.6万股 | -1,125股-4.29% | 减仓 |
| IiShares安硕信托REET |
| 0.86% | 0.86% | $347.3万 | 12.6万股 | $307.2万 | 12.2万股 | +3,590股+2.94% | 加仓 |
| R力拓BBP |
| 0.86% | 0.96% | $345.9万 | 3.6万股 | $341.7万 | 3.7万股 | -185股-0.51% | 减仓 |
| S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.83% | 0.84% | $336.2万 | 7.0万股 | $300.8万 | 6.4万股 | +5,529股+8.59% | 加仓 |
| PPRINCIPAL ACTIVE HIGH YIELD ETFYLD |
| 0.83% | 0.94% | $332.9万 | 17.4万股 | $337.0万 | 17.8万股 | -3,255股-1.83% | 减仓 |
| SSTATE STREET INCOME ALLOCATION ETFINKM |
| 0.8% | 0.88% | $320.3万 | 9.3万股 | $312.3万 | 9.3万股 | +84股+0.09% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.78% | 0.85% | $315.7万 | 10.5万股 | $302.8万 | 10.1万股 | +4,494股+4.46% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.77% | 0.73% | $308.8万 | 6.4万股 | $260.5万 | 5.4万股 | +9,548股+17.61% | 加仓 |
 美国合众银行USB |
| 0.74% | 0.7% | $297.9万 | 4.9万股 | $249.3万 | 4.8万股 | +1,384股+2.89% | 加仓 |
| AAT&TT |
| 0.73% | 1.1% | $292.6万 | 14.1万股 | $392.2万 | 13.5万股 | +6,078股+4.49% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.7% | 0.67% | $283.3万 | 5.4万股 | $240.9万 | 4.6万股 | +7,712股+16.71% | 加仓 |
 英特尔INTC |
| 0.68% | 0.38% | $272.5万 | 2.0万股 | $137.4万 | 3.1万股 | -1.2万股-37.30% | 减仓 |
 联合包裹UPSUPS |
| 0.6% | 0.61% | $241.1万 | 2.2万股 | $216.0万 | 2.2万股 | +465股+2.12% | 加仓 |
| AABRDN BLOOMBERGBCI |
| 0.6% | 0.67% | $240.4万 | 10.8万股 | $239.9万 | 9.9万股 | +8,842股+8.95% | 加仓 |
| IiShares安硕信托IDV |
| 0.59% | 0.69% | $238.7万 | 5.8万股 | $246.0万 | 5.8万股 | -202股-0.35% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.58% | 0.61% | $232.7万 | 5.3万股 | $218.4万 | 5.3万股 | -625股-1.17% | 减仓 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.58% | 1.03% | $232.4万 | 4.4万股 | $367.7万 | 4.6万股 | -1,504股-3.29% | 减仓 |
 3M COMMMM |
| 0.53% | 0.56% | $213.5万 | 1.3万股 | $199.8万 | 1.4万股 | -571股-4.15% | 减仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.52% | 0.56% | $210.6万 | 4.2万股 | $199.0万 | 4.2万股 | +200股+0.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.56% | $209.5万 | 2,806股 | $200.4万 | 3,082股 | -276股-8.96% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.5% | 0.67% | $200.4万 | 2.6万股 | $238.3万 | 2.6万股 | -424股-1.62% | 减仓 |
 默沙东MRK |
| 0.49% | 0.43% | $198.6万 | 1.5万股 | $152.9万 | 1.3万股 | +2,746股+21.61% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.49% | 0.47% | $198.3万 | 5.7万股 | $166.4万 | 4.5万股 | +1.2万股+27.47% | 加仓 |
 GSK SPONSORED ADRGSK |
| 0.49% | 0.6% | $198.0万 | 3.8万股 | $212.9万 | 3.9万股 | -802股-2.08% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.47% | 0.49% | $191.1万 | 8,982股 | $174.8万 | 9,106股 | -124股-1.36% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.47% | 0.45% | $190.2万 | 1.8万股 | $160.6万 | 1.8万股 | +92股+0.52% | 加仓 |
 雪佛龙CVX |
| 0.45% | 0.63% | $183.0万 | 1.1万股 | $226.3万 | 1.1万股 | +104股+0.95% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.44% | 0.5% | $177.1万 | 9.3万股 | $177.7万 | 9.2万股 | +545股+0.59% | 加仓 |
 摩根大通JPM |
| 0.42% | 0.49% | $167.9万 | 5,130股 | $175.6万 | 5,969股 | -839股-14.06% | 减仓 |
| SSPDR道富系列信托HYMB |
| 0.41% | 0.4% | $166.8万 | 6.6万股 | $141.3万 | 5.7万股 | +8,591股+15.07% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.41% | 0.35% | $166.8万 | 1.5万股 | $123.4万 | 1.4万股 | +973股+7.10% | 加仓 |
