| IiShares安硕·RUSSELLIWF |
| 12.59% | 17.42% | $4,243.1万 | 34.2万股 | $3,642.7万 | 8.5万股 | +25.6万股+300.00% | 加仓 |
| IiShares安硕信托IWD |
| 12.02% | 16.94% | $4,053.6万 | 16.7万股 | $3,541.2万 | 16.6万股 | +1,477股+0.89% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.08% | 7.55% | $1,713.7万 | 16.5万股 | $1,578.0万 | 16.2万股 | +2,508股+1.54% | 加仓 |
 3M COMMMM |
| 4.77% | — | $1,609.1万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 4.06% | 5.3% | $1,367.9万 | 3.5万股 | $1,108.2万 | 3.5万股 | -592股-1.68% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 3.48% | 4.85% | $1,174.0万 | 5.3万股 | $1,014.5万 | 5.4万股 | -435股-0.81% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 3.31% | 4.63% | $1,117.4万 | 7.6万股 | $967.3万 | 7.5万股 | +821股+1.09% | 加仓 |
| IiShares安硕信托IWS |
| 3.02% | 4.8% | $1,017.2万 | 6.2万股 | $1,002.9万 | 6.9万股 | -7,010股-10.19% | 减仓 |
 洛克希德马丁LMT |
| 2.88% | 5.51% | $970.3万 | 1.9万股 | $1,151.1万 | 1.9万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.78% | — | $936.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 2.19% | 3.17% | $739.7万 | 4.8万股 | $662.5万 | 5.0万股 | -2,213股-4.41% | 减仓 |
 林德LIN |
| 2.14% | — | $722.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 苹果AAPL |
| 2.1% | 2.85% | $707.5万 | 2.4万股 | $596.7万 | 2.4万股 | +941股+4.00% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.51% | — | $508.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 微软MSFT |
| 1.38% | 2.21% | $466.6万 | 1.3万股 | $461.2万 | 1.2万股 | +51股+0.41% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 1.33% | 1.83% | $449.7万 | 1.1万股 | $382.3万 | 1.1万股 | +258股+2.41% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.25% | 1.62% | $420.8万 | 1.4万股 | $338.0万 | 1.4万股 | +376股+2.76% | 加仓 |
 英特尔INTC |
| 1.24% | 0.63% | $416.8万 | 3.0万股 | $131.4万 | 3.0万股 | +81股+0.27% | 加仓 |
 卡特彼勒CAT |
| 1.05% | 1.14% | $355.4万 | 3,337股 | $238.0万 | 3,359股 | -22股-0.65% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 1.05% | — | $354.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 英伟达NVDA |
| 1.04% | — | $349.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 谷歌AGOOGL |
| 1.03% | — | $348.9万 | 9,763股 | $0 | 0股 | +9,763股 | 新买入 |
| SSPDR黄金信托GLD |
| 1.03% | — | $346.3万 | 9,401股 | $0 | 0股 | +9,401股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1% | — | $336.0万 | 9,510股 | $0 | 0股 | +9,510股 | 新买入 |
| S道富SPYM |
| 0.97% | — | $326.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 摩根大通JPM |
| 0.95% | — | $321.9万 | 9,835股 | $0 | 0股 | +9,835股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.85% | 1.13% | $285.2万 | 4,152股 | $235.7万 | 3,944股 | +208股+5.27% | 加仓 |
| IiShares安硕信托IVW |
| 0.83% | 1.11% | $281.0万 | 2.0万股 | $231.9万 | 2.1万股 | -65股-0.32% | 减仓 |
 埃克森美孚XOM |
| 0.76% | — | $257.3万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 博通AVGO |
| 0.76% | — | $256.3万 | 6,786股 | $0 | 0股 | +6,786股 | 新买入 |
| SSPDR行业精选信托XLU |
| 0.72% | — | $242.0万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 思科CSCO |
| 0.71% | — | $237.7万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 0.68% | — | $227.7万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| NNUVEEN ESGNUSC |
| 0.67% | — | $225.8万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| IiShares安硕·COREIJH |
| 0.62% | 0.89% | $208.6万 | 2.7万股 | $186.8万 | 2.8万股 | -600股-2.17% | 减仓 |
 亚马逊AMZN |
| 0.61% | 0.84% | $205.0万 | 8,601股 | $176.0万 | 8,450股 | +151股+1.79% | 加仓 |
 VisaV |
| 0.61% | — | $204.1万 | 5,950股 | $0 | 0股 | +5,950股 | 新买入 |
 礼来LLY |
| 0.6% | 0.74% | $201.6万 | 1,681股 | $153.7万 | 1,671股 | +10股+0.60% | 加仓 |
 艾伯维ABBV |
| 0.6% | — | $201.3万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 强生JNJ |
| 0.58% | 0.91% | $197.0万 | 7,755股 | $190.1万 | 7,778股 | -23股-0.30% | 减仓 |
 高盛GS |
| 0.57% | — | $191.9万 | 1,897股 | $0 | 0股 | +1,897股 | 新买入 |
 美国合众银行USB |
| 0.5% | 0.69% | $169.2万 | 2.8万股 | $144.7万 | 2.8万股 | +197股+0.71% | 加仓 |
 艺康ECL |
| 0.47% | 0.72% | $157.3万 | 5,646股 | $150.4万 | 5,655股 | -9股-0.16% | 减仓 |
 百时美施贵宝BMY |
| 0.44% | 0.75% | $148.7万 | 2.6万股 | $156.0万 | 2.6万股 | +87股+0.34% | 加仓 |
 家得宝HD |
| 0.43% | 0.64% | $144.7万 | 4,102股 | $133.3万 | 4,053股 | +49股+1.21% | 加仓 |
| BBANK OF AMERBAC |
| 0.42% | 0.57% | $141.9万 | 2.5万股 | $120.1万 | 2.5万股 | +259股+1.05% | 加仓 |
 好市多COST |
| 0.42% | — | $141.0万 | 1,507股 | $0 | 0股 | +1,507股 | 新买入 |
 默沙东MRK |
| 0.41% | — | $137.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 杜克能源DUK |
| 0.4% | — | $134.4万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 WASTE MGMT DELWM |
| 0.4% | — | $134.1万 | 6,016股 | $0 | 0股 | +6,016股 | 新买入 |
