| G通用动力VTI |
| 8.37% | 8.46% | $8,069.2万 | 21.8万股 | $7,126.1万 | 22.2万股 | -4,066股-1.83% | 减仓 |
 泛林集团LRCX |
| 4.76% | 2.86% | $4,593.0万 | 10.6万股 | $2,406.3万 | 11.3万股 | -6,630股-5.89% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 4.24% | 2.49% | $4,084.1万 | 4.9万股 | $2,096.2万 | 5.1万股 | -2,813股-5.47% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.85% | 4.08% | $3,708.8万 | 7.4万股 | $3,436.7万 | 7.2万股 | +2,402股+3.35% | 加仓 |
| V先锋领航全球基金VGT |
| 3.14% | 2.66% | $3,029.3万 | 25.3万股 | $2,244.8万 | 3.2万股 | +22.1万股+687.80% | 加仓 |
| DDimensional维度ETF信托DISV |
| 2.25% | 2.53% | $2,165.2万 | 54.0万股 | $2,131.1万 | 54.0万股 | -797股-0.15% | 减仓 |
 微软MSFT |
| 2.22% | 2.52% | $2,140.4万 | 5.7万股 | $2,121.6万 | 5.7万股 | +65股+0.11% | 加仓 |
| V先锋领航指数基金VOO |
| 2.19% | 2.03% | $2,115.7万 | 3.1万股 | $1,709.2万 | 2.9万股 | +2,201股+7.69% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.17% | 2.36% | $2,095.9万 | 13.3万股 | $1,991.7万 | 13.4万股 | -1,859股-1.38% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 2.01% | 2.16% | $1,940.6万 | 42.5万股 | $1,821.7万 | 42.2万股 | +2,269股+0.54% | 加仓 |
 摩根大通JPM |
| 1.86% | 1.93% | $1,792.1万 | 5.5万股 | $1,628.3万 | 5.5万股 | -605股-1.09% | 减仓 |
| IiShares安硕信托IXUS |
| 1.84% | 1.9% | $1,776.1万 | 18.6万股 | $1,598.2万 | 18.4万股 | +1,631股+0.88% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.77% | 1.8% | $1,706.2万 | 31.6万股 | $1,514.9万 | 31.9万股 | -2,923股-0.92% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.74% | 2.02% | $1,675.4万 | 36.8万股 | $1,704.1万 | 37.4万股 | -5,252股-1.41% | 减仓 |
| PPIMCO EQUITY SERMFUS |
| 1.69% | 1.59% | $1,626.3万 | 24.2万股 | $1,335.5万 | 22.9万股 | +1.3万股+5.88% | 加仓 |
 博通AVGO |
| 1.57% | 1.47% | $1,516.8万 | 4.0万股 | $1,240.3万 | 4.0万股 | +80股+0.20% | 加仓 |
| JJOHN HANCOCK EXCHANGE TRADEDJHMM |
| 1.47% | 1.52% | $1,420.6万 | 19.0万股 | $1,278.9万 | 19.1万股 | -1,035股-0.54% | 减仓 |
 苹果AAPL |
| 1.36% | 1.34% | $1,310.9万 | 4.5万股 | $1,130.4万 | 4.5万股 | +760股+1.71% | 加仓 |
 好市多COST |
| 1.35% | 1.64% | $1,299.1万 | 1.4万股 | $1,382.2万 | 1.4万股 | +17股+0.12% | 加仓 |
| S嘉信策略信托SCHD |
| 1.28% | 1.4% | $1,232.6万 | 38.9万股 | $1,176.3万 | 38.3万股 | +5,300股+1.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.25% | 1.16% | $1,207.9万 | 3.4万股 | $975.9万 | 3.4万股 | +165股+0.48% | 加仓 |
 雷神技术RTX |
| 1.15% | 1.34% | $1,110.8万 | 5.9万股 | $1,132.5万 | 5.9万股 | -165股-0.28% | 减仓 |
 谷歌AGOOGL |
| 1.13% | 1.04% | $1,086.6万 | 3.0万股 | $874.4万 | 3.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 1.12% | 1.03% | $1,082.0万 | 2.7万股 | $865.6万 | 2.7万股 | +32股+0.12% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.09% | 1.17% | $1,055.3万 | 16.3万股 | $988.4万 | 16.4万股 | -1,381股-0.84% | 减仓 |
| IiShares安硕信托SGOV |
| 1.03% | 1.33% | $992.5万 | 9.9万股 | $1,121.6万 | 11.1万股 | -1.3万股-11.52% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.01% | 1% | $974.9万 | 3.6万股 | $839.7万 | 3.6万股 | +104股+0.29% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.01% | 1.11% | $973.5万 | 13股 | $933.6万 | 13股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1% | 1.43% | $967.1万 | 7.1万股 | $1,205.1万 | 7.1万股 | -294股-0.41% | 减仓 |
| KKODIAK GAS SVCSKGS |
| 1% | 0.89% | $965.9万 | 12.9万股 | $752.7万 | 12.9万股 | -499股-0.39% | 减仓 |
 TIMKENTKR |
| 0.98% | 0.77% | $948.1万 | 6.5万股 | $645.3万 | 6.4万股 | +1,080股+1.68% | 加仓 |
 亚马逊AMZN |
| 0.94% | 0.66% | $910.3万 | 3.8万股 | $552.0万 | 2.7万股 | +1.2万股+44.10% | 加仓 |
 OSHKOSHOSK |
| 0.92% | 0.99% | $882.3万 | 5.7万股 | $834.7万 | 5.7万股 | +789股+1.39% | 加仓 |
| G高盛ETF信托GBIL |
| 0.86% | 1.2% | $832.2万 | 8.3万股 | $1,008.1万 | 10.1万股 | -1.8万股-17.42% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.83% | 0.58% | $795.9万 | 8.4万股 | $488.0万 | 7.9万股 | +5,370股+6.81% | 加仓 |
| GGARRETT MOTIONGTX |
| 0.77% | 0.45% | $741.1万 | 20.5万股 | $381.5万 | 21.0万股 | -5,378股-2.56% | 减仓 |
 Mid-America公寓MAA |
| 0.77% | 0.78% | $739.5万 | 5.3万股 | $660.9万 | 5.4万股 | -889股-1.64% | 减仓 |
 史赛克SYK |
| 0.7% | 0.82% | $673.7万 | 2.1万股 | $687.5万 | 2.1万股 | +474股+2.27% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.7% | 0.72% | $670.2万 | 21.5万股 | $605.6万 | 21.7万股 | -1,955股-0.90% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.67% | $652.8万 | 8,742股 | $568.5万 | 8,741股 | +1股+0.01% | 加仓 |
 CARRIER GLOBALCARR |
| 0.67% | 0.59% | $648.9万 | 8.8万股 | $498.9万 | 8.9万股 | -136股-0.15% | 减仓 |
| MMUELLER INDSMLI |
| 0.66% | 0.67% | $633.9万 | 5.2万股 | $564.7万 | 5.1万股 | +600股+1.18% | 加仓 |
 林德LIN |
| 0.64% | 0.11% | $613.1万 | 1.2万股 | $93.9万 | 1,894股 | +9,920股+523.76% | 加仓 |
 第一资本COF |
| 0.62% | 0.65% | $601.0万 | 3.0万股 | $551.8万 | 3.0万股 | -291股-0.96% | 减仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.61% | 0.77% | $583.3万 | 12.1万股 | $645.3万 | 13.3万股 | -1.2万股-9.22% | 减仓 |
 MOLSON COORS BEVERAGE CL BTAP |
| 0.6% | 0.78% | $580.3万 | 14.9万股 | $654.7万 | 15.2万股 | -3,098股-2.04% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.59% | 0.59% | $567.6万 | 1.8万股 | $493.3万 | 1.8万股 | -380股-2.09% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.58% | 0.58% | $558.4万 | 3.6万股 | $492.8万 | 3.6万股 | -48股-0.13% | 减仓 |
 PINNACLE WEST CAPPNW |
| 0.56% | 0.59% | $536.5万 | 5.0万股 | $499.2万 | 5.0万股 | +600股+1.21% | 加仓 |
 斯伦贝谢SLB |
| 0.52% | 0.66% | $504.6万 | 10.9万股 | $559.4万 | 10.9万股 | -300股-0.28% | 减仓 |
