| G通用动力VTI |
| 24.36% | 24.06% | $1.20亿 | 32.5万股 | $1.12亿 | 34.8万股 | -2.2万股-6.43% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 7.68% | 8.89% | $3,774.8万 | 48.0万股 | $4,121.4万 | 52.0万股 | -4.0万股-7.65% | 减仓 |
 苹果AAPL |
| 7.1% | 6.31% | $3,490.1万 | 11.3万股 | $2,924.5万 | 11.5万股 | -2,246股-1.95% | 减仓 |
| IiShares安硕信托DVY |
| 4.67% | 4.94% | $2,298.2万 | 14.3万股 | $2,288.8万 | 15.1万股 | -8,607股-5.69% | 减仓 |
| IiShares安硕信托IEFA |
| 4.32% | 4.3% | $2,125.3万 | 21.6万股 | $1,993.5万 | 22.0万股 | -3,885股-1.76% | 减仓 |
| V先锋领航债券指数基金BIV |
| 4.14% | 4.86% | $2,034.2万 | 26.9万股 | $2,254.0万 | 29.2万股 | -2.3万股-7.79% | 减仓 |
 微软MSFT |
| 2.47% | 2.15% | $1,214.2万 | 2.6万股 | $996.7万 | 2.7万股 | -797股-2.96% | 减仓 |
 强生JNJ |
| 2.35% | 2.43% | $1,153.3万 | 4.5万股 | $1,127.3万 | 4.6万股 | -1,125股-2.44% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.84% | 1.68% | $903.4万 | 17.4万股 | $779.4万 | 15.0万股 | +2.4万股+15.78% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.67% | 1.61% | $819.6万 | 10.0万股 | $747.8万 | 10.5万股 | -5,009股-4.75% | 减仓 |
| IiShares安硕信托IVV |
| 1.56% | 0.8% | $769.2万 | 1.0万股 | $372.4万 | 5,701股 | +4,551股+79.83% | 加仓 |
| IiShares安硕信托TIP |
| 1.44% | 1.73% | $708.9万 | 6.6万股 | $800.5万 | 7.3万股 | -6,674股-9.20% | 减仓 |
 家得宝HD |
| 1.36% | 1.47% | $669.4万 | 2.0万股 | $681.5万 | 2.1万股 | -556股-2.68% | 减仓 |
 卡特彼勒CAT |
| 1.21% | 1.12% | $596.2万 | 7,317股 | $518.7万 | 7,321股 | -4股-0.05% | 减仓 |
| IInvesco Capital Management LLC Water Resources EtfPHO |
| 1.2% | 1.37% | $589.9万 | 8.4万股 | $634.5万 | 9.5万股 | -1.1万股-11.41% | 减仓 |
| I景顺交易所交易基金IIPGX |
| 1.01% | 1.24% | $494.7万 | 46.1万股 | $576.8万 | 53.0万股 | -6.9万股-13.03% | 减仓 |
 雪佛龙CVX |
| 0.94% | 1.09% | $461.5万 | 2.3万股 | $505.1万 | 2.4万股 | -964股-3.95% | 减仓 |
 谷歌AGOOGL |
| 0.9% | 0.77% | $441.8万 | 1.2万股 | $356.6万 | 1.2万股 | +5股+0.04% | 加仓 |
 康宁GLW |
| 0.88% | 0.89% | $434.5万 | 3.1万股 | $414.8万 | 3.1万股 | +920股+3.02% | 加仓 |
| IiShares安硕信托ITOT |
| 0.86% | 0.59% | $421.9万 | 2.6万股 | $272.5万 | 1.9万股 | +6,659股+34.81% | 加仓 |
 百事可乐PEP |
| 0.72% | 0.93% | $354.7万 | 2.5万股 | $431.2万 | 2.8万股 | -2,352股-8.47% | 减仓 |
 ESSENTIAL UTILSWTRG |
| 0.71% | 0.81% | $348.4万 | 8.7万股 | $374.3万 | 9.3万股 | -5,500股-5.92% | 减仓 |
 默沙东MRK |
| 0.67% | 0.68% | $330.3万 | 2.5万股 | $314.9万 | 2.6万股 | -809股-3.09% | 减仓 |
 宝洁PG |
| 0.65% | 0.72% | $320.4万 | 2.2万股 | $335.0万 | 2.3万股 | -1,018股-4.39% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.62% | 0.62% | $306.6万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.52% | $306.0万 | 8,581股 | $242.8万 | 8,466股 | +115股+1.36% | 加仓 |
 礼来LLY |
| 0.57% | 0.49% | $281.8万 | 2,453股 | $225.6万 | 2,453股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.57% | 0.5% | $278.6万 | 7,921股 | $233.2万 | 7,929股 | -8股-0.10% | 减仓 |
 英伟达NVDA |
| 0.55% | 0.5% | $272.5万 | 1.4万股 | $231.6万 | 1.3万股 | +293股+2.21% | 加仓 |
 GE航空GE |
| 0.55% | 0.47% | $270.3万 | 7,506股 | $218.9万 | 7,713股 | -207股-2.68% | 减仓 |
| N新纪元能源NEE |
| 0.53% | 0.63% | $258.8万 | 3.0万股 | $292.2万 | 3.1万股 | -1,685股-5.36% | 减仓 |
 威瑞森VZ |
| 0.51% | 0.63% | $251.6万 | 5.4万股 | $294.1万 | 5.9万股 | -4,828股-8.24% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.49% | — | $241.0万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 AON SHS CL AAON |
| 0.49% | 0.46% | $240.0万 | 6,658股 | $214.9万 | 6,658股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.48% | 0.45% | $236.6万 | 9,427股 | $210.0万 | 9,657股 | -230股-2.38% | 减仓 |
 沃尔玛WMT |
| 0.48% | 0.57% | $234.8万 | 2.1万股 | $264.0万 | 2.1万股 | -135股-0.64% | 减仓 |
 TARGET COMTGT |
| 0.47% | 0.48% | $232.5万 | 1.6万股 | $221.1万 | 1.8万股 | -2,151股-11.79% | 减仓 |
 麦当劳MCD |
| 0.47% | 0.58% | $229.1万 | 8,465股 | $267.0万 | 8,592股 | -127股-1.48% | 减仓 |
| IiShares安硕信托MTUM |
| 0.42% | 0.33% | $206.7万 | 6,901股 | $155.3万 | 6,471股 | +430股+6.65% | 加仓 |
 霍尼韦尔HON |
| 0.41% | 0.82% | $201.2万 | 8,277股 | $382.4万 | 1.7万股 | -8,640股-51.07% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.39% | 0.51% | $192.5万 | 8.3万股 | $235.5万 | 10.1万股 | -1.8万股-17.57% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.38% | 0.34% | $188.7万 | 7,550股 | $159.2万 | 7,650股 | -100股-1.31% | 减仓 |
| IIBMIBM |
| 0.36% | 0.42% | $178.2万 | 7,969股 | $192.9万 | 7,957股 | +12股+0.15% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.35% | 0.36% | $171.5万 | 3,352股 | $166.9万 | 3,482股 | -130股-3.73% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.35% | — | $171.1万 | 8,278股 | $0 | 0股 | +8,278股 | 新买入 |
 洛克希德马丁LMT |
| 0.35% | 0.38% | $170.6万 | 2,927股 | $176.9万 | 2,927股 | 00.00% | 持仓不变 |
 金佰利KMB |
| 0.34% | 0.33% | $166.1万 | 1.5万股 | $155.1万 | 1.6万股 | -880股-5.47% | 减仓 |
 亚马逊AMZN |
| 0.33% | 0.25% | $164.7万 | 6,064股 | $117.9万 | 5,663股 | +401股+7.08% | 加仓 |
| IiShares安硕信托IWD |
| 0.33% | 0.14% | $164.0万 | 6,514股 | $63.5万 | 2,972股 | +3,542股+119.18% | 加仓 |
 GE VernovaGEV |
| 0.33% | 0.32% | $163.1万 | 1,647股 | $148.7万 | 1,704股 | -57股-3.35% | 减仓 |
