| SSPDR标普500 ETFSPY |
| 9.06% | 12.98% | $4,032.7万 | 5.4万股 | $3,536.3万 | 5.4万股 | -376股-0.69% | 减仓 |
| V先锋领航指数基金VOO |
| 5.56% | 7.23% | $2,476.1万 | 3.4万股 | $1,969.2万 | 3.4万股 | -493股-1.45% | 减仓 |
 苹果AAPL |
| 4.35% | 6.54% | $1,934.5万 | 6.7万股 | $1,783.6万 | 7.0万股 | -3,425股-4.87% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.8% | — | $1,690.5万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.75% | — | $1,223.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| SSCHWAB S&P 500 INDEXSWPPX |
| 2.4% | 3.45% | $1,067.1万 | 55.2万股 | $941.2万 | 56.1万股 | -8,922股-1.59% | 减仓 |
 微软MSFT |
| 2.3% | 3.93% | $1,025.3万 | 2.7万股 | $1,070.1万 | 2.9万股 | -1,422股-4.92% | 减仓 |
| IiShares安硕信托DVY |
| 2.07% | 3.43% | $919.5万 | 5.9万股 | $934.0万 | 6.2万股 | -2,856股-4.63% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.93% | 2.64% | $860.5万 | 2.9万股 | $719.6万 | 2.9万股 | -373股-1.29% | 减仓 |
 谷歌AGOOGL |
| 1.74% | 2.41% | $775.4万 | 2.2万股 | $655.8万 | 2.3万股 | -1,109股-4.86% | 减仓 |
| IiShares安硕信托IWC |
| 1.74% | 2.28% | $772.6万 | 3.9万股 | $621.2万 | 3.9万股 | -301股-0.77% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.73% | — | $768.2万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IiShares安硕信托IVW |
| 1.55% | 2.11% | $690.2万 | 5.0万股 | $574.2万 | 5.1万股 | -574股-1.13% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.4% | 2.28% | $624.2万 | 4.0万股 | $621.3万 | 4.2万股 | -2,453股-5.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.4% | 1.96% | $624.1万 | 1.8万股 | $533.8万 | 1.9万股 | -944股-5.07% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 1.35% | 1.79% | $600.2万 | 3.4万股 | $488.9万 | 3.4万股 | -179股-0.53% | 减仓 |
 希捷STX |
| 1.34% | — | $597.9万 | 6,196股 | $0 | 0股 | +6,196股 | 新买入 |
 亚马逊AMZN |
| 1.33% | 1.75% | $591.1万 | 2.5万股 | $477.0万 | 2.3万股 | +1,896股+8.28% | 加仓 |
 康宁GLW |
| 1.14% | 1.06% | $508.8万 | 2.0万股 | $287.7万 | 2.1万股 | -1,242股-5.87% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.12% | — | $498.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 摩根大通JPM |
| 1.03% | — | $458.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 沃尔玛WMT |
| 1.03% | 1.94% | $457.3万 | 4.0万股 | $529.8万 | 4.3万股 | -2,252股-5.28% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.01% | 1.52% | $450.2万 | 4.3万股 | $414.4万 | 4.3万股 | +674股+1.58% | 加仓 |
 VanEck ETF信托SMH |
| 0.94% | — | $416.8万 | 6,355股 | $0 | 0股 | +6,355股 | 新买入 |
 卡特彼勒CAT |
| 0.91% | 1.05% | $407.2万 | 3,824股 | $287.0万 | 4,051股 | -227股-5.60% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.88% | — | $393.8万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
| IiShares安硕信托IJK |
| 0.82% | 1.13% | $365.1万 | 3.1万股 | $307.3万 | 3.1万股 | +533股+1.75% | 加仓 |
| SSCHWAB SMALL CAP INDEXSWSSX |
| 0.81% | 1.11% | $361.0万 | 7.4万股 | $301.2万 | 7.5万股 | -1,000股-1.33% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.78% | — | $347.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| SSPDR道富系列信托SDY |
| 0.77% | — | $343.5万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| BBNY MELLON MIDCAP INDEX INVPESPX |
| 0.77% | — | $341.0万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 强生JNJ |
| 0.73% | 1.2% | $326.0万 | 1.3万股 | $327.9万 | 1.3万股 | -578股-4.31% | 减仓 |
 TapestryTPR |
| 0.71% | 1.2% | $317.5万 | 2.2万股 | $325.9万 | 2.3万股 | -1,405股-6.08% | 减仓 |
 思科CSCO |
| 0.71% | 0.81% | $317.0万 | 2.7万股 | $221.6万 | 2.9万股 | -1,575股-5.51% | 减仓 |
 贝莱德·INC COMBLK |
| 0.7% | 1.23% | $310.9万 | 3,233股 | $335.6万 | 3,490股 | -257股-7.36% | 减仓 |
 艾伯维ABBV |
| 0.69% | — | $305.5万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.67% | — | $298.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 AMGEN COMAMGN |
| 0.65% | 1.12% | $289.9万 | 8,006股 | $304.9万 | 8,666股 | -660股-7.62% | 减仓 |
 CALAMOS CONV & HIGH INCOME FCHY |
| 0.65% | — | $289.8万 | 21.3万股 | $0 | 0股 | +21.3万股 | 新买入 |
 AMD超威AMD |
| 0.65% | 0.39% | $288.3万 | 4,963股 | $106.7万 | 5,243股 | -280股-5.34% | 减仓 |
 因赛特INCY |
| 0.6% | — | $267.1万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| IiShares安硕信托IJJ |
| 0.59% | 0.84% | $261.8万 | 1.8万股 | $229.2万 | 1.7万股 | +425股+2.46% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.58% | — | $258.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| SSPDR道富系列信托SPYD |
| 0.58% | — | $258.2万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.58% | 0.77% | $256.5万 | 2.9万股 | $211.0万 | 3.1万股 | -1,990股-6.33% | 减仓 |
 应用材料AMAT |
| 0.55% | 0.45% | $246.3万 | 3,407股 | $122.7万 | 3,589股 | -182股-5.07% | 减仓 |
| V先锋领航全球基金VOX |
| 0.55% | — | $246.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕信托ITA |
| 0.55% | 0.79% | $244.1万 | 1.0万股 | $216.5万 | 9,897股 | +173股+1.75% | 加仓 |
| IINVESCO CEF INCOME COMPOSITE ETFPCEF |
| 0.54% | 0.86% | $242.2万 | 11.9万股 | $234.3万 | 12.5万股 | -5,252股-4.22% | 减仓 |
| V先锋领航全球基金VPU |
| 0.53% | — | $236.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
