| IiShares安硕信托IUSV |
| 7.51% | 7.94% | $8,906.3万 | 80.9万股 | $8,857.8万 | 86.4万股 | -5.5万股-6.40% | 减仓 |
| SSPDR道富系列信托SPYG |
| 6% | 5.54% | $7,118.0万 | 59.8万股 | $6,179.4万 | 57.9万股 | +1.9万股+3.29% | 加仓 |
| S嘉信策略信托SCHC |
| 4.51% | 4.29% | $5,353.7万 | 101.5万股 | $4,781.9万 | 105.8万股 | -4.3万股-4.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.99% | 3.94% | $4,732.0万 | 6.3万股 | $4,399.7万 | 6.5万股 | -1,153股-1.79% | 减仓 |
| S道富MDYV |
| 2.84% | 3.09% | $3,363.9万 | 35.5万股 | $3,443.3万 | 40.7万股 | -5.2万股-12.81% | 减仓 |
 苹果AAPL |
| 2.7% | 2.86% | $3,198.5万 | 11.1万股 | $3,189.6万 | 11.7万股 | -6,789股-5.79% | 减仓 |
 微软MSFT |
| 2.48% | 3.36% | $2,942.1万 | 7.9万股 | $3,746.1万 | 7.7万股 | +1,413股+1.82% | 加仓 |
 埃克森美孚XOM |
| 2.33% | 2.25% | $2,763.4万 | 20.2万股 | $2,509.8万 | 20.9万股 | -6,435股-3.09% | 减仓 |
 摩根大通JPM |
| 2.26% | 2.43% | $2,682.5万 | 8.2万股 | $2,713.7万 | 8.4万股 | -2,269股-2.69% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.02% | 1.71% | $2,393.0万 | 21.9万股 | $1,903.5万 | 20.9万股 | +1.0万股+4.81% | 加仓 |
 强生JNJ |
| 1.83% | 1.63% | $2,175.3万 | 8.6万股 | $1,816.6万 | 8.8万股 | -2,128股-2.42% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.47% | 1.47% | $1,745.6万 | 16.8万股 | $1,637.6万 | 17.1万股 | -2,489股-1.46% | 减仓 |
 雷神技术RTX |
| 1.39% | 1.46% | $1,654.3万 | 8.7万股 | $1,631.4万 | 8.9万股 | -1,757股-1.98% | 减仓 |
 卡特彼勒CAT |
| 1.34% | 0.82% | $1,592.3万 | 1.5万股 | $913.8万 | 1.6万股 | -999股-6.26% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.3% | 1.34% | $1,544.4万 | 4.4万股 | $1,492.2万 | 4.8万股 | -3,841股-8.08% | 减仓 |
| WWisdomTree信托DEM |
| 1.23% | 1.05% | $1,456.9万 | 27.1万股 | $1,175.2万 | 25.2万股 | +1.9万股+7.65% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.21% | 1.15% | $1,433.2万 | 9.8万股 | $1,282.8万 | 9.4万股 | +4,213股+4.50% | 加仓 |
| V先锋领航指数基金VB |
| 1.18% | 1.08% | $1,401.4万 | 4.6万股 | $1,208.1万 | 4.7万股 | -603股-1.29% | 减仓 |
 亚马逊AMZN |
| 1.12% | 1.04% | $1,333.4万 | 5.6万股 | $1,159.9万 | 5.0万股 | +5,692股+11.33% | 加仓 |
 英伟达NVDA |
| 1% | 1.06% | $1,184.1万 | 5.9万股 | $1,187.2万 | 6.4万股 | -4,478股-7.03% | 减仓 |
 宝洁PG |
| 0.94% | 1.01% | $1,111.4万 | 7.6万股 | $1,132.4万 | 7.9万股 | -3,224股-4.08% | 减仓 |
| V先锋领航·MIDVO |
| 0.93% | 0.9% | $1,099.4万 | 13.6万股 | $1,009.2万 | 3.5万股 | +10.2万股+292.43% | 加仓 |
 默沙东MRK |
| 0.91% | 0.85% | $1,077.5万 | 8.4万股 | $951.4万 | 9.0万股 | -6,534股-7.23% | 减仓 |
 甲骨文ORCL |
| 0.85% | 1.25% | $1,012.8万 | 6.9万股 | $1,390.6万 | 7.1万股 | -2,234股-3.13% | 减仓 |
 思科CSCO |
| 0.85% | 0.6% | $1,007.9万 | 8.6万股 | $667.6万 | 8.7万股 | -855股-0.99% | 减仓 |
| IiShares安硕信托IWD |
| 0.79% | 0.2% | $933.9万 | 3.9万股 | $227.6万 | 1.1万股 | +2.8万股+255.97% | 加仓 |
 麦当劳MCD |
| 0.77% | 0.91% | $910.2万 | 3.4万股 | $1,011.7万 | 3.3万股 | +571股+1.73% | 加仓 |
 礼来LLY |
| 0.76% | 0.84% | $900.9万 | 7,511股 | $935.8万 | 8,708股 | -1,197股-13.75% | 减仓 |
| I景顺QQQ信托VOO |
| 0.74% | 0.7% | $872.6万 | 1.2万股 | $781.1万 | 1.3万股 | -865股-6.80% | 减仓 |
| IIBMIBM |
| 0.7% | 0.79% | $828.2万 | 2.9万股 | $878.3万 | 3.0万股 | -198股-0.67% | 减仓 |
 高盛GS |
| 0.7% | 0.66% | $825.0万 | 8,157股 | $739.1万 | 8,408股 | -251股-2.99% | 减仓 |
 百事可乐PEP |
| 0.67% | 0.77% | $794.5万 | 5.9万股 | $861.3万 | 6.0万股 | -1,332股-2.22% | 减仓 |
 雪佛龙CVX |
| 0.67% | 0.66% | $792.4万 | 4.8万股 | $738.5万 | 4.8万股 | -648股-1.34% | 减仓 |
| IiShares安硕信托USRT |
| 0.65% | — | $770.5万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 可口可乐KO |
| 0.61% | 0.57% | $728.0万 | 9.0万股 | $632.0万 | 9.0万股 | -814股-0.90% | 减仓 |
 艾伯维ABBV |
| 0.58% | 0.58% | $693.0万 | 2.8万股 | $650.4万 | 2.8万股 | -924股-3.25% | 减仓 |
| N新纪元能源NEE |
| 0.58% | 0.57% | $686.3万 | 7.8万股 | $634.8万 | 7.9万股 | -883股-1.12% | 减仓 |
 万事达MA |
| 0.57% | 0.74% | $674.6万 | 1.3万股 | $825.1万 | 1.4万股 | -1,318股-9.12% | 减仓 |
 谷歌AGOOGL |
| 0.51% | 0.53% | $610.6万 | 1.7万股 | $594.0万 | 1.9万股 | -1,891股-9.96% | 减仓 |
| IiShares安硕信托TLT |
| 0.51% | 0.59% | $604.7万 | 7.0万股 | $657.1万 | 7.5万股 | -5,418股-7.19% | 减仓 |
 FINANCIAL INSTITUTIONS INC COMFISI |
| 0.51% | 0.43% | $600.6万 | 15.4万股 | $483.3万 | 15.5万股 | -940股-0.61% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.51% | 0.45% | $599.7万 | 5.4万股 | $497.6万 | 5.2万股 | +2,673股+5.17% | 加仓 |
 洛克希德马丁LMT |
| 0.5% | 0.54% | $597.0万 | 1.2万股 | $601.3万 | 1.2万股 | -712股-5.73% | 减仓 |
 星座品牌STZ |
| 0.49% | 0.47% | $577.1万 | 4.1万股 | $527.6万 | 3.8万股 | +3,251股+8.50% | 加仓 |
| IiShares安硕信托ITOT |
| 0.48% | 0.49% | $572.5万 | 3.5万股 | $549.0万 | 3.7万股 | -2,071股-5.61% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.47% | 0.49% | $562.3万 | 1.8万股 | $547.8万 | 1.9万股 | -1,100股-5.80% | 减仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.57% | $561.2万 | 9.8万股 | $638.2万 | 11.6万股 | -1.8万股-15.13% | 减仓 |
 AMD超威AMD |
| 0.46% | 0.2% | $551.3万 | 9,491股 | $217.7万 | 1.0万股 | -676股-6.65% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.46% | 0.38% | $549.6万 | 1.8万股 | $418.8万 | 1.7万股 | +1,280股+7.52% | 加仓 |
 德州仪器TXN |
| 0.46% | 0.29% | $546.5万 | 1.8万股 | $321.6万 | 1.9万股 | -204股-1.10% | 减仓 |
