| IiShares安硕信托DGRO |
| 7.06% | 6.95% | $8,809.4万 | 116.2万股 | $8,017.5万 | 114.2万股 | +2.0万股+1.74% | 加仓 |
| IiShares安硕信托IVV |
| 6.04% | 5.88% | $7,526.0万 | 10.0万股 | $6,779.6万 | 10.4万股 | -3,294股-3.17% | 减仓 |
 苹果AAPL |
| 5.22% | 5.17% | $6,508.8万 | 22.5万股 | $5,961.9万 | 23.5万股 | -9,976股-4.25% | 减仓 |
| IiShares安硕信托IEFA |
| 4.51% | 4.64% | $5,621.3万 | 58.2万股 | $5,357.5万 | 59.2万股 | -9,755股-1.65% | 减仓 |
 博通AVGO |
| 3.43% | 3.21% | $4,278.8万 | 11.3万股 | $3,700.3万 | 12.0万股 | -6,280股-5.25% | 减仓 |
 微软MSFT |
| 3.2% | 3.48% | $3,989.5万 | 10.7万股 | $4,008.9万 | 10.8万股 | -1,349股-1.25% | 减仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 3.14% | 2.94% | $3,912.6万 | 97.3万股 | $3,386.8万 | 100.0万股 | -2.7万股-2.72% | 减仓 |
 谷歌AGOOGL |
| 2.51% | 2.27% | $3,127.1万 | 8.8万股 | $2,617.0万 | 9.1万股 | -3,504股-3.85% | 减仓 |
| FFederated Hermes Mdt Mar Ket Neutral InstQQMNX |
| 2.45% | 2.44% | $3,061.1万 | 139.3万股 | $2,815.0万 | 126.3万股 | +13.0万股+10.33% | 加仓 |
| AARTISAN FUNDSAPHKX |
| 2.37% | — | $2,951.4万 | 49.2万股 | $0 | 0股 | +49.2万股 | 新买入 |
| S嘉信策略信托SCHD |
| 2.09% | 2.13% | $2,605.1万 | 82.2万股 | $2,461.0万 | 80.2万股 | +1.9万股+2.41% | 加仓 |
| DDFA SHORTDURATION REAL RETURN INSTLDFAIX |
| 1.92% | 2.02% | $2,388.0万 | 222.1万股 | $2,328.6万 | 219.9万股 | +2.3万股+1.02% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.89% | 1.62% | $2,361.8万 | 51.6万股 | $1,871.8万 | 47.4万股 | +4.2万股+8.89% | 加仓 |
 摩根大通JPM |
| 1.86% | 1.88% | $2,316.7万 | 7.1万股 | $2,168.4万 | 7.4万股 | -2,940股-3.99% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 1.78% | 1.86% | $2,223.9万 | 48.7万股 | $2,144.6万 | 49.7万股 | -1.1万股-2.13% | 减仓 |
| I景顺·KBW BANK ETFKBWB |
| 1.75% | 1.66% | $2,178.8万 | 23.4万股 | $1,912.5万 | 24.2万股 | -7,396股-3.06% | 减仓 |
| IiShares安硕信托IQLT |
| 1.72% | 1.76% | $2,145.2万 | 43.3万股 | $2,024.5万 | 43.8万股 | -4,985股-1.14% | 减仓 |
 思科CSCO |
| 1.65% | 1.25% | $2,051.7万 | 17.5万股 | $1,440.9万 | 18.6万股 | -1.1万股-5.94% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.63% | 1.66% | $2,026.5万 | 10.3万股 | $1,910.5万 | 10.4万股 | -1,121股-1.08% | 减仓 |
 亚马逊AMZN |
| 1.42% | 1.37% | $1,776.3万 | 7.5万股 | $1,581.5万 | 7.6万股 | -1,405股-1.85% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.3% | $1,520.7万 | 3.0万股 | $1,496.9万 | 3.1万股 | -847股-2.71% | 减仓 |
 VisaV |
| 1.19% | 1.16% | $1,487.7万 | 4.3万股 | $1,332.6万 | 4.4万股 | -730股-1.66% | 减仓 |
| IiShares安硕信托EFAV |
| 1.08% | 1.2% | $1,342.1万 | 15.3万股 | $1,389.1万 | 15.2万股 | +982股+0.65% | 加仓 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 1.07% | 1.04% | $1,335.1万 | 14.8万股 | $1,196.7万 | 15.1万股 | -2,833股-1.87% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 0.99% | 0.93% | $1,235.1万 | 17.1万股 | $1,067.8万 | 17.4万股 | -3,256股-1.87% | 减仓 |
 宝洁PG |
| 0.95% | 1.03% | $1,189.7万 | 8.1万股 | $1,186.1万 | 8.2万股 | -990股-1.21% | 减仓 |
 TJXTJX |
| 0.93% | 1.08% | $1,159.0万 | 7.7万股 | $1,243.0万 | 7.8万股 | -1,330股-1.71% | 减仓 |
 强生JNJ |
| 0.92% | 0.99% | $1,149.1万 | 4.5万股 | $1,141.3万 | 4.7万股 | -1,446股-3.10% | 减仓 |
| V先锋领航指数基金VV |
| 0.89% | 0.86% | $1,105.8万 | 3.2万股 | $989.7万 | 3.3万股 | -961股-2.90% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.89% | 1.12% | $1,103.7万 | 7.8万股 | $1,289.6万 | 10.3万股 | -2.5万股-24.53% | 减仓 |
 家得宝HD |
| 0.88% | 0.9% | $1,092.2万 | 3.1万股 | $1,034.3万 | 3.1万股 | -479股-1.52% | 减仓 |
 KROGER COMKR |
| 0.83% | 1.19% | $1,036.3万 | 18.7万股 | $1,377.3万 | 19.0万股 | -3,709股-1.95% | 减仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.79% | 0.74% | $990.1万 | 24.1万股 | $857.7万 | 24.1万股 | -96股-0.04% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 0.76% | 0.93% | $947.7万 | 19.2万股 | $1,077.9万 | 19.5万股 | -3,101股-1.59% | 减仓 |
 默沙东MRK |
| 0.74% | 0.77% | $924.4万 | 7.2万股 | $883.5万 | 7.3万股 | -1,507股-2.05% | 减仓 |
 AMGEN COMAMGN |
| 0.74% | 0.8% | $919.6万 | 2.5万股 | $921.7万 | 2.6万股 | -803股-3.07% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.72% | 0.97% | $903.1万 | 11.6万股 | $1,116.2万 | 12.3万股 | -6,546股-5.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.71% | $851.7万 | 2.4万股 | $824.6万 | 2.9万股 | -4,641股-16.14% | 减仓 |
 伊顿ETN |
| 0.61% | 0.59% | $757.1万 | 1.8万股 | $682.7万 | 1.9万股 | -1,320股-6.92% | 减仓 |
| CCIGNALIBD |
| 0.54% | — | $679.4万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.54% | 0.54% | $671.1万 | 2.8万股 | $623.5万 | 2.9万股 | -627股-2.16% | 减仓 |
 LOWES COS COMLOW |
| 0.52% | 0.62% | $652.5万 | 3.0万股 | $718.5万 | 3.0万股 | -812股-2.67% | 减仓 |
 英伟达NVDA |
| 0.51% | 0.42% | $638.0万 | 3.2万股 | $483.2万 | 2.8万股 | +4,183股+15.10% | 加仓 |
 美敦力MDT |
| 0.5% | 0.58% | $623.1万 | 8.0万股 | $668.1万 | 7.7万股 | +2,540股+3.29% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.47% | 0.36% | $582.4万 | 3.1万股 | $416.3万 | 3.1万股 | -751股-2.40% | 减仓 |
 美国电力AEP |
| 0.46% | 0.49% | $578.5万 | 4.2万股 | $570.6万 | 4.4万股 | -1,244股-2.86% | 减仓 |
 沃尔玛WMT |
| 0.44% | 0.53% | $553.5万 | 4.9万股 | $606.7万 | 4.9万股 | +54股+0.11% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 0.63% | $531.1万 | 3.9万股 | $729.8万 | 4.3万股 | -4,169股-9.69% | 减仓 |
 卡特彼勒CAT |
| 0.42% | 0.68% | $526.7万 | 4,946股 | $786.3万 | 1.1万股 | -6,153股-55.44% | 减仓 |
| EEA SERIES TRUSTAAUA |
| 0.42% | 0.39% | $523.4万 | 9.2万股 | $450.0万 | 9.2万股 | 00.00% | 持仓不变 |
