| IiShares安硕信托IVV |
| 10.44% | 10.18% | $6,817.3万 | 9.1万股 | $5,814.4万 | 8.9万股 | +2,021股+2.27% | 加仓 |
| V先锋领航指数基金VUG |
| 6.15% | 5.71% | $4,020.1万 | 46.7万股 | $3,264.1万 | 7.5万股 | +39.2万股+524.52% | 加仓 |
 英伟达NVDA |
| 4.01% | 4.08% | $2,620.8万 | 13.1万股 | $2,329.1万 | 13.4万股 | -2,570股-1.92% | 减仓 |
 苹果AAPL |
| 3.79% | 4.33% | $2,474.7万 | 8.6万股 | $2,473.0万 | 9.7万股 | -1.2万股-12.23% | 减仓 |
| IiShares安硕信托IEFA |
| 3.54% | 3.62% | $2,311.2万 | 23.9万股 | $2,066.9万 | 22.8万股 | +1.1万股+4.82% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 3.39% | 3.22% | $2,216.7万 | 48.5万股 | $1,840.3万 | 46.6万股 | +1.8万股+3.95% | 加仓 |
| V先锋领航指数基金VOO |
| 3.38% | 3.35% | $2,209.3万 | 3.2万股 | $1,914.2万 | 3.2万股 | +133股+0.42% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.62% | 2.59% | $1,708.4万 | 7.2万股 | $1,482.1万 | 6.9万股 | +3,282股+4.76% | 加仓 |
 谷歌AGOOGL |
| 2.53% | 2.65% | $1,655.4万 | 4.6万股 | $1,514.3万 | 5.3万股 | -6,339股-12.04% | 减仓 |
 亚马逊AMZN |
| 2.47% | 2.44% | $1,615.0万 | 6.8万股 | $1,394.0万 | 6.7万股 | +825股+1.23% | 加仓 |
 博通AVGO |
| 2.26% | 2.27% | $1,474.6万 | 3.9万股 | $1,295.7万 | 4.2万股 | -2,826股-6.75% | 减仓 |
| IiShares安硕IEMG |
| 2.26% | 2.06% | $1,473.2万 | 17.8万股 | $1,174.3万 | 16.8万股 | +9,477股+5.63% | 加仓 |
 微软MSFT |
| 2.04% | 2.41% | $1,331.7万 | 3.6万股 | $1,375.1万 | 3.7万股 | -1,448股-3.90% | 减仓 |
| PPacer基金信托COWZ |
| 1.95% | 2.28% | $1,273.2万 | 20.5万股 | $1,304.8万 | 20.9万股 | -3,865股-1.85% | 减仓 |
| F富达Covington信托FENI |
| 1.73% | 1.5% | $1,128.5万 | 28.1万股 | $859.1万 | 23.1万股 | +5.0万股+21.77% | 加仓 |
| IiShares安硕·COREIJR |
| 1.69% | 1.56% | $1,103.1万 | 7.4万股 | $889.1万 | 7.2万股 | +2,855股+3.99% | 加仓 |
 沃尔玛WMT |
| 1.45% | 1.83% | $946.9万 | 8.4万股 | $1,043.9万 | 8.4万股 | -396股-0.47% | 减仓 |
 摩根大通JPM |
| 1.29% | 1.32% | $842.5万 | 2.6万股 | $751.8万 | 2.6万股 | +180股+0.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.09% | 1.03% | $710.1万 | 2.0万股 | $588.6万 | 2.1万股 | -419股-2.04% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.08% | 1.06% | $706.2万 | 18.6万股 | $604.3万 | 18.6万股 | -799股-0.43% | 减仓 |
 好市多COST |
| 1.06% | 1.28% | $690.2万 | 7,378股 | $733.3万 | 7,359股 | +19股+0.26% | 加仓 |
| F富达Covington信托FESM |
| 1.04% | 0.8% | $678.3万 | 14.0万股 | $454.6万 | 12.0万股 | +2.1万股+17.42% | 加仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 1.01% | 1% | $661.2万 | 16.5万股 | $569.6万 | 16.9万股 | -4,137股-2.45% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.9% | 0.88% | $586.8万 | 17.3万股 | $505.1万 | 17.3万股 | +4股+0.00% | 加仓 |
 黑石集团BX |
| 0.86% | 0.96% | $562.2万 | 4.8万股 | $548.2万 | 4.8万股 | +104股+0.22% | 加仓 |
| I景顺QQQ信托VOO |
| 0.85% | 0.73% | $557.0万 | 7,563股 | $416.3万 | 7,213股 | +350股+4.85% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 0.93% | $551.7万 | 1.1万股 | $530.4万 | 1.1万股 | -44股-0.40% | 减仓 |
 GE航空GE |
| 0.82% | 1.03% | $537.2万 | 1.4万股 | $588.4万 | 2.1万股 | -6,361股-30.68% | 减仓 |
| S嘉信策略信托SCHD |
| 0.69% | 0.77% | $451.2万 | 14.2万股 | $440.4万 | 14.4万股 | -1,272股-0.89% | 减仓 |
 南方电力SO |
| 0.69% | 0.81% | $451.0万 | 4.7万股 | $463.2万 | 4.8万股 | -869股-1.81% | 减仓 |
 美光科技MU |
| 0.66% | 0.2% | $428.6万 | 3,713股 | $114.8万 | 3,397股 | +316股+9.30% | 加仓 |
 家得宝HD |
| 0.64% | 0.73% | $419.1万 | 1.2万股 | $414.3万 | 1.3万股 | -714股-5.67% | 减仓 |
 应用材料AMAT |
| 0.64% | 0.34% | $418.6万 | 5,790股 | $196.3万 | 5,743股 | +47股+0.82% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.64% | 0.65% | $415.2万 | 3.4万股 | $371.0万 | 3.4万股 | -514股-1.49% | 减仓 |
| PProShares信托NOBL |
| 0.62% | 0.7% | $406.0万 | 7.2万股 | $401.7万 | 3.8万股 | +3.4万股+90.80% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.61% | $398.9万 | 5,342股 | $348.0万 | 5,351股 | -9股-0.17% | 减仓 |
 希捷STX |
| 0.6% | 0.45% | $394.8万 | 4,092股 | $255.1万 | 6,512股 | -2,420股-37.16% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.6% | 0.63% | $390.6万 | 1.8万股 | $360.9万 | 1.9万股 | -448股-2.38% | 减仓 |
 思科CSCO |
| 0.59% | 0.44% | $387.8万 | 3.3万股 | $254.1万 | 3.3万股 | +262股+0.80% | 加仓 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.56% | 0.63% | $364.2万 | 9.8万股 | $360.2万 | 9.8万股 | +606股+0.62% | 加仓 |
 嘉信理财SCHW |
| 0.55% | 0.64% | $362.1万 | 3.9万股 | $367.9万 | 3.9万股 | +94股+0.24% | 加仓 |
| V先锋领航斯科茨代尔基金VTC |
| 0.5% | 0.6% | $328.3万 | 4.3万股 | $344.3万 | 4.5万股 | -2,054股-4.58% | 减仓 |
| SSPDR黄金信托GLD |
| 0.49% | 0.66% | $321.7万 | 8,732股 | $377.6万 | 8,775股 | -43股-0.49% | 减仓 |
 高盛GS |
| 0.48% | 0.43% | $316.6万 | 3,131股 | $246.6万 | 2,915股 | +216股+7.41% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.48% | 0.06% | $313.9万 | 2.0万股 | $33.0万 | 2,248股 | +1.8万股+779.98% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.48% | 0.49% | $310.8万 | 6.8万股 | $279.7万 | 6.1万股 | +7,016股+11.44% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.46% | 0.5% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.45% | — | $293.2万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 GE VernovaGEV |
| 0.43% | 0.66% | $282.5万 | 2,405股 | $379.3万 | 4,345股 | -1,940股-44.65% | 减仓 |
 强生JNJ |
| 0.41% | 0.45% | $269.5万 | 1.1万股 | $258.9万 | 1.1万股 | +16股+0.15% | 加仓 |
