| IiShares安硕信托IVV |
| 9.74% | 9.57% | $8,529.7万 | 11.4万股 | $7,577.7万 | 11.6万股 | -2,110股-1.82% | 减仓 |
| V先锋领航·FTSEVEA |
| 9.2% | 9.37% | $8,059.5万 | 113.1万股 | $7,420.2万 | 115.8万股 | -2.7万股-2.31% | 减仓 |
 苹果AAPL |
| 7.38% | 7.19% | $6,463.6万 | 22.3万股 | $5,695.9万 | 22.4万股 | -1,058股-0.47% | 减仓 |
| IiShares安硕·COREIJR |
| 5.75% | 5.71% | $5,039.5万 | 34.0万股 | $4,524.6万 | 36.4万股 | -2.4万股-6.64% | 减仓 |
 谷歌AGOOGL |
| 4.79% | 4.39% | $4,194.2万 | 11.7万股 | $3,475.3万 | 12.1万股 | -3,491股-2.89% | 减仓 |
| V先锋领航·FSTEVWO |
| 4.41% | 4.37% | $3,860.9万 | 64.7万股 | $3,462.4万 | 64.1万股 | +6,233股+0.97% | 加仓 |
| V先锋领航指数基金VBK |
| 3.51% | 3.32% | $3,074.3万 | 8.4万股 | $2,628.2万 | 8.7万股 | -2,891股-3.32% | 减仓 |
 微软MSFT |
| 2.72% | 3.01% | $2,384.5万 | 6.4万股 | $2,385.0万 | 6.4万股 | -504股-0.78% | 减仓 |
 亚马逊AMZN |
| 2.66% | 2.68% | $2,326.5万 | 9.8万股 | $2,122.4万 | 10.2万股 | -4,295股-4.21% | 减仓 |
| IiShares黄金信托IAU |
| 2.65% | 3.36% | $2,324.6万 | 30.8万股 | $2,658.9万 | 30.2万股 | +6,263股+2.08% | 加仓 |
 英伟达NVDA |
| 2.43% | 2.37% | $2,132.6万 | 10.7万股 | $1,878.4万 | 10.8万股 | -1,120股-1.04% | 减仓 |
| IiShares安硕信托IDEV |
| 2.42% | 2.54% | $2,120.8万 | 23.8万股 | $2,015.2万 | 24.1万股 | -2,869股-1.19% | 减仓 |
| IiShares安硕信托LQD |
| 2.22% | 2.4% | $1,945.6万 | 17.8万股 | $1,904.3万 | 17.5万股 | +3,657股+2.09% | 加仓 |
 VisaV |
| 1.83% | 1.85% | $1,599.7万 | 4.7万股 | $1,464.4万 | 4.8万股 | -1,824股-3.76% | 减仓 |
 强生JNJ |
| 1.47% | 1.57% | $1,287.4万 | 5.1万股 | $1,243.2万 | 5.1万股 | -169股-0.33% | 减仓 |
 好市多COST |
| 1.4% | 1.68% | $1,224.2万 | 1.3万股 | $1,327.0万 | 1.3万股 | -231股-1.73% | 减仓 |
| S嘉信策略信托SCHF |
| 1.34% | 1.36% | $1,175.7万 | 42.4万股 | $1,073.8万 | 43.4万股 | -9,425股-2.17% | 减仓 |
 宣伟SHW |
| 1.3% | 1.35% | $1,138.3万 | 3.3万股 | $1,070.1万 | 3.3万股 | -322股-0.96% | 减仓 |
 AMGEN COMAMGN |
| 1.18% | 1.28% | $1,033.9万 | 2.9万股 | $1,009.9万 | 2.9万股 | -150股-0.52% | 减仓 |
 星巴克SBUX |
| 1.04% | 1.03% | $915.0万 | 9.0万股 | $812.7万 | 9.1万股 | -1,175股-1.30% | 减仓 |
 U HAUL HOLDINGSCL |
| 1.02% | 0.89% | $894.3万 | 15.5万股 | $701.9万 | 15.7万股 | -2,155股-1.37% | 减仓 |
| IiShares安硕·COREIJH |
| 0.97% | 0.97% | $852.0万 | 11.0万股 | $767.8万 | 11.4万股 | -3,198股-2.81% | 减仓 |
| Q高通QCOM |
| 0.96% | 0.78% | $839.6万 | 4.5万股 | $615.7万 | 4.8万股 | -2,381股-4.98% | 减仓 |
| WWATSCOWSO |
| 0.83% | 0.8% | $725.4万 | 1.7万股 | $636.3万 | 1.7万股 | -84股-0.48% | 减仓 |
 PALO ALTOPANW |
| 0.83% | 0.49% | $724.3万 | 2.1万股 | $388.0万 | 2.4万股 | -2,960股-12.23% | 减仓 |
| S道富SPYV |
| 0.8% | 0.8% | $704.8万 | 11.6万股 | $634.0万 | 11.2万股 | +3,890股+3.47% | 加仓 |
 礼来LLY |
| 0.8% | 0.69% | $703.8万 | 5,868股 | $544.9万 | 5,924股 | -56股-0.95% | 减仓 |
 应用材料AMAT |
| 0.73% | 0.42% | $635.2万 | 8,786股 | $328.8万 | 9,620股 | -834股-8.67% | 减仓 |
| SSPDR道富指数基金SPEM |
| 0.72% | 0.73% | $633.6万 | 12.2万股 | $577.5万 | 12.3万股 | -751股-0.61% | 减仓 |
 迪士尼DIS |
| 0.72% | 0.81% | $632.9万 | 6.6万股 | $637.9万 | 6.6万股 | -432股-0.65% | 减仓 |
| BBANK OF AMERBAC |
| 0.71% | 0.77% | $617.8万 | 10.8万股 | $607.6万 | 12.5万股 | -1.6万股-13.01% | 减仓 |
 实耐宝SNA |
| 0.69% | 0.71% | $608.2万 | 1.5万股 | $559.4万 | 1.5万股 | -285股-1.85% | 减仓 |
| V先锋领航指数基金VOO |
| 0.65% | 0.63% | $572.8万 | 8,340股 | $497.7万 | 8,329股 | +11股+0.13% | 加仓 |
 PROGRESSIVEPGR |
| 0.64% | 0.64% | $562.2万 | 2.6万股 | $504.7万 | 2.5万股 | +277股+1.09% | 加仓 |
 斯伦贝谢SLB |
| 0.61% | 0.72% | $535.4万 | 11.5万股 | $566.2万 | 11.0万股 | +4,973股+4.51% | 加仓 |
 IQVIAIQV |
| 0.6% | 0.6% | $529.3万 | 2.7万股 | $477.0万 | 2.8万股 | -577股-2.06% | 减仓 |
 BroadridgeBR |
| 0.58% | 0.78% | $510.5万 | 3.7万股 | $615.8万 | 3.8万股 | -619股-1.63% | 减仓 |
| N新纪元能源NEE |
| 0.57% | 0.67% | $501.2万 | 5.7万股 | $532.3万 | 5.7万股 | -210股-0.37% | 减仓 |
 联合包裹UPSUPS |
| 0.57% | 0.5% | $498.7万 | 4.6万股 | $394.9万 | 4.0万股 | +6,257股+15.59% | 加仓 |
 ADVANCED DRAIN SYS DELWMS |
| 0.52% | 0.51% | $453.0万 | 2.9万股 | $406.4万 | 3.0万股 | -778股-2.62% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.51% | 0.49% | $447.8万 | 3.1万股 | $391.8万 | 3.1万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.49% | 0.66% | $426.9万 | 2.7万股 | $522.6万 | 2.8万股 | -748股-2.67% | 减仓 |
 霍尼韦尔HON |
| 0.47% | 1.07% | $415.9万 | 1.9万股 | $849.6万 | 3.8万股 | -1.9万股-50.59% | 减仓 |
 CVS健康CVS |
| 0.47% | 0.44% | $414.8万 | 4.0万股 | $349.9万 | 4.9万股 | -8,617股-17.69% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.47% | — | $409.3万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| IiShares安硕信托IEI |
| 0.46% | 0.47% | $400.1万 | 3.4万股 | $372.6万 | 3.1万股 | +2,645股+8.42% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.45% | 0.41% | $395.3万 | 1.3万股 | $326.3万 | 1.3万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.44% | 0.4% | $381.4万 | 10.6万股 | $316.8万 | 10.9万股 | -3,392股-3.11% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.32% | $371.9万 | 1.1万股 | $249.5万 | 8,483股 | +2,879股+33.94% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.42% | 0.4% | $367.5万 | 3.6万股 | $320.3万 | 3.3万股 | +2,247股+6.71% | 加仓 |
