| IiShares安硕·RUSSELLIWB |
| 13.86% | 13.58% | $2,143.1万 | 5.2万股 | $1,883.5万 | 5.3万股 | -490股-0.93% | 减仓 |
| SSPDR标普500 ETFSPY |
| 11.14% | 10.5% | $1,722.4万 | 2.3万股 | $1,455.7万 | 2.2万股 | +680股+3.04% | 加仓 |
 英伟达NVDA |
| 9.45% | 8.46% | $1,461.3万 | 7.3万股 | $1,173.9万 | 6.7万股 | +5,721股+8.50% | 加仓 |
| IiShares安硕信托IWD |
| 8.01% | 8.03% | $1,238.6万 | 5.1万股 | $1,113.6万 | 5.2万股 | -1,030股-1.98% | 减仓 |
| G通用动力VTI |
| 7.55% | 7.16% | $1,167.6万 | 3.2万股 | $993.7万 | 3.1万股 | +578股+1.87% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 6.16% | 5.96% | $953.3万 | 8.8万股 | $827.0万 | 9.0万股 | -1,953股-2.16% | 减仓 |
| V先锋领航·TOTALBNDX |
| 4.76% | 5.14% | $736.9万 | 15.2万股 | $712.5万 | 14.8万股 | +3,869股+2.61% | 加仓 |
| IiShares安硕信托HYG |
| 4.18% | 4.72% | $646.2万 | 8.1万股 | $654.5万 | 8.2万股 | -1,460股-1.77% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.07% | 4.16% | $630.1万 | 6.1万股 | $576.3万 | 5.9万股 | +1,323股+2.23% | 加仓 |
| IiShares安硕信托AGG |
| 2.86% | 3.21% | $442.5万 | 4.5万股 | $444.9万 | 4.5万股 | -111股-0.25% | 减仓 |
 苹果AAPL |
| 2.32% | 2.78% | $358.9万 | 1.2万股 | $385.2万 | 1.5万股 | -2,775股-18.28% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.23% | 2.38% | $344.3万 | 6,881股 | $329.7万 | 6,881股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHV |
| 2.19% | 2.5% | $339.2万 | 3.1万股 | $347.2万 | 3.1万股 | -710股-2.26% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.55% | 1.52% | $239.8万 | 2.2万股 | $211.4万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 1.52% | 1.43% | $235.6万 | 7,842股 | $197.7万 | 7,972股 | -130股-1.63% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.48% | 1.9% | $229.0万 | 4.3万股 | $264.1万 | 4.3万股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金BSV |
| 1.4% | 1.46% | $216.6万 | 2.8万股 | $202.4万 | 2.6万股 | +1,990股+7.71% | 加仓 |
 贝莱德·INC COMBLK |
| 1.23% | <0.01% | $189.9万 | 1,975股 | $4,809 | 5股 | +1,970股+39,400.00% | 加仓 |
| IiShares安硕信托EEM |
| 1.19% | 1.1% | $184.0万 | 2.7万股 | $153.1万 | 2.7万股 | -56股-0.21% | 减仓 |
| IiShares安硕信托GVI |
| 0.95% | 1% | $147.1万 | 1.4万股 | $138.9万 | 1.3万股 | +580股+4.43% | 加仓 |
 微软MSFT |
| 0.88% | 0.94% | $136.1万 | 3,648股 | $130.2万 | 3,516股 | +132股+3.75% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 0.74% | 0.82% | $113.9万 | 2.3万股 | $113.9万 | 2.3万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.7% | 0.81% | $107.7万 | 1,151股 | $112.2万 | 1,126股 | +25股+2.22% | 加仓 |
| GGREIF INC CL BGEF/B |
| 0.68% | 0.71% | $104.9万 | 1.1万股 | $98.2万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·7-10YRIEF |
| 0.63% | 0.71% | $96.7万 | 1.0万股 | $99.1万 | 1.0万股 | -159股-1.53% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.6% | $96.7万 | 3,841股 | $83.5万 | 3,841股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 0.6% | 0.58% | $92.9万 | 7,484股 | $79.8万 | 1,871股 | +5,613股+300.00% | 加仓 |
 AMGEN COMAMGN |
| 0.44% | 0.47% | $67.4万 | 1,860股 | $65.4万 | 1,860股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.43% | 0.42% | $66.3万 | 4,030股 | $58.7万 | 4,030股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.38% | 0.38% | $58.2万 | 2,600股 | $52.6万 | 2,590股 | +10股+0.39% | 加仓 |
 直觉外科ISRG |
| 0.37% | 0.47% | $56.6万 | 1,422股 | $65.6万 | 1,422股 | 00.00% | 持仓不变 |
| J骏利亨德森JAAA |
| 0.35% | 0.35% | $53.7万 | 1.1万股 | $49.2万 | 9,761股 | +875股+8.96% | 加仓 |
 BARCLAYSBCS |
| 0.34% | 0.29% | $52.2万 | 1.9万股 | $40.8万 | 1.9万股 | +173股+0.90% | 加仓 |
 BroadridgeBR |
| 0.27% | 0.36% | $42.2万 | 3,080股 | $49.6万 | 3,050股 | +30股+0.98% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.26% | 0.25% | $39.8万 | 2,720股 | $34.8万 | 2,720股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.24% | 0.2% | $36.9万 | 308股 | $28.3万 | 308股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.22% | 0.2% | $33.5万 | 886股 | $27.4万 | 886股 | 00.00% | 持仓不变 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.17% | 0.16% | $26.8万 | 2,490股 | $22.4万 | 2,490股 | 00.00% | 持仓不变 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.15% | 0.2% | $23.9万 | 530股 | $27.7万 | 530股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.14% | 0.11% | $22.0万 | 207股 | $14.7万 | 207股 | 00.00% | 持仓不变 |
| IiShares安硕信托TLH |
| 0.14% | 0.17% | $21.7万 | 2,158股 | $24.3万 | 2,409股 | -251股-10.42% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.14% | 0.15% | $21.4万 | 2,709股 | $21.5万 | 2,709股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.13% | 0.15% | $20.6万 | 1,935股 | $20.6万 | 1,935股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.13% | — | $19.5万 | 98股 | $0 | 0股 | +98股 | 新买入 |
 CHUBB LIMITEDCB |
| 0.12% | 0.13% | $18.4万 | 540股 | $17.6万 | 540股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 0.1% | 0.05% | $16.0万 | 250股 | $6.8万 | 250股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VNQ |
| 0.09% | 0.1% | $14.3万 | 1,481股 | $13.3万 | 1,494股 | -13股-0.87% | 减仓 |
| V先锋领航·RUSSELL 3000 ETFVTHR |
| 0.09% | — | $13.9万 | 418股 | $0 | 0股 | +418股 | 新买入 |
 摩根大通JPM |
| 0.08% | 0.08% | $12.6万 | 385股 | $11.3万 | 385股 | 00.00% | 持仓不变 |
| CCOHEN & STEERS SELECT PFD & IN COMPSF |
| 0.08% | 0.08% | $11.9万 | 5,930股 | $11.5万 | 5,930股 | 00.00% | 持仓不变 |
