| FFIDELITY 500 INDEX FDFXAIX |
| 22.96% | 34.49% | $5,444.1万 | 20.8万股 | $5,198.7万 | 21.9万股 | -1.0万股-4.70% | 减仓 |
| SSPDR行业精选信托XLK |
| 10.88% | — | $2,580.5万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 5.96% | — | $1,414.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| DDFA U.S. Small Cap Value PortfolioDFSVX |
| 5.88% | 7.52% | $1,393.7万 | 22.9万股 | $1,132.8万 | 21.9万股 | +9,984股+4.55% | 加仓 |
| SSPDR道富系列信托SPYG |
| 5.21% | — | $1,234.5万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 斯伦贝谢SLB |
| 4.39% | 6.46% | $1,040.1万 | 22.4万股 | $973.8万 | 25.4万股 | -3.0万股-11.82% | 减仓 |
| V先锋领航指数基金VOO |
| 3.34% | 5.62% | $790.9万 | 1.2万股 | $847.0万 | 1.4万股 | -1,990股-14.73% | 减仓 |
| FFIDELITY ADVISOR INTL CAP APP ZFIDZX |
| 2.69% | 3.44% | $638.7万 | 15.8万股 | $517.8万 | 14.4万股 | +1.4万股+9.83% | 加仓 |
| IiShares安硕信托USMV |
| 2.47% | — | $586.0万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.09% | 6.1% | $495.4万 | 3.4万股 | $920.2万 | 6.7万股 | -3.3万股-49.65% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.03% | 5.49% | $481.0万 | 1.2万股 | $827.9万 | 2.6万股 | -1.3万股-52.37% | 减仓 |
 亚马逊AMZN |
| 2.01% | 3.07% | $477.3万 | 2.0万股 | $462.0万 | 2.0万股 | +8股+0.04% | 加仓 |
 卡特彼勒CAT |
| 1.56% | 1.32% | $370.1万 | 3,475股 | $198.5万 | 3,465股 | +10股+0.29% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.53% | 1.71% | $362.5万 | 1.6万股 | $257.9万 | 1.2万股 | +3,802股+31.26% | 加仓 |
| AAvantis·U SAVUV |
| 1.28% | 0.64% | $303.5万 | 2.4万股 | $96.5万 | 9,457股 | +1.5万股+157.21% | 加仓 |
| F富达Covington信托FBCG |
| 1.25% | 1.15% | $295.3万 | 4.8万股 | $173.4万 | 3.2万股 | +1.6万股+50.37% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.22% | — | $288.5万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 1.1% | 1.61% | $259.8万 | 3.2万股 | $242.4万 | 3.2万股 | -129股-0.40% | 减仓 |
| IiShares安硕信托IWS |
| 1.08% | 1.45% | $255.7万 | 1.6万股 | $219.1万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.06% | 1.39% | $251.5万 | 1.8万股 | $209.3万 | 1.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 1.03% | 1.49% | $245.1万 | 7,127股 | $224.4万 | 7,127股 | 00.00% | 持仓不变 |
| FFidelity Advisor New Insights Fund Class IFINSX |
| 0.93% | 1.28% | $221.2万 | 4.0万股 | $192.6万 | 3.9万股 | +820股+2.08% | 加仓 |
 埃克森美孚XOM |
| 0.9% | — | $214.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 EntergyETR |
| 0.85% | — | $200.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| FFidelity Adv Intl Cap AppreciFICQX |
| 0.8% | 0.57% | $188.6万 | 4.7万股 | $86.6万 | 2.4万股 | +2.3万股+93.97% | 加仓 |
| PProShares信托NOBL |
| 0.72% | — | $171.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| G通用动力VTI |
| 0.61% | 0.87% | $144.3万 | 3,900股 | $130.4万 | 3,890股 | +10股+0.26% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.59% | — | $140.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| SSPDR行业精选信托XLY |
| 0.59% | — | $139.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| I景顺交易所交易基金IISPHB |
| 0.57% | — | $134.0万 | 8,613股 | $0 | 0股 | +8,613股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.99% | $123.9万 | 2,476股 | $149.5万 | 2,974股 | -498股-16.75% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.52% | 0.49% | $122.8万 | 6,877股 | $74.1万 | 5,249股 | +1,628股+31.02% | 加仓 |
| FFIDELITY LOW VOLATILITY FACTOR ETFFDLO |
| 0.49% | 0.82% | $116.2万 | 1.7万股 | $123.6万 | 1.9万股 | -1,500股-8.10% | 减仓 |
| S道富SPYV |
| 0.47% | — | $110.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| FFIDELITY ADVISOR BIOTECHNOLOGY IFBTIX |
| 0.42% | 0.55% | $100.2万 | 2.0万股 | $82.4万 | 2.0万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.38% | 0.24% | $90.7万 | 1,561股 | $35.8万 | 1,671股 | -110股-6.58% | 减仓 |
 应用材料AMAT |
| 0.36% | 0.2% | $86.5万 | 1,197股 | $30.8万 | 1,197股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.33% | 0.14% | $78.5万 | 680股 | $21.5万 | 754股 | -74股-9.81% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 0.3% | — | $71.6万 | 9,901股 | $0 | 0股 | +9,901股 | 新买入 |
| V先锋领航·MIDVO |
| 0.3% | 0.42% | $70.5万 | 8,748股 | $63.5万 | 2,187股 | +6,561股+300.00% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.28% | — | $66.9万 | 4,215股 | $0 | 0股 | +4,215股 | 新买入 |
 宝洁PG |
| 0.27% | 0.42% | $64.3万 | 4,388股 | $62.7万 | 4,374股 | +14股+0.32% | 加仓 |
 EXPAND ENERGYEXE |
| 0.27% | 0.73% | $63.7万 | 6,984股 | $110.2万 | 9,984股 | -3,000股-30.05% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.26% | — | $62.0万 | 882股 | $0 | 0股 | +882股 | 新买入 |
| SSPDR道富指数基金SPDW |
| 0.26% | — | $61.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 VanEck ETF信托SMH |
| 0.25% | — | $59.3万 | 904股 | $0 | 0股 | +904股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.24% | 0.36% | $58.0万 | 2,452股 | $53.9万 | 2,452股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.24% | — | $57.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 微软MSFT |
| 0.24% | 0.68% | $57.1万 | 1,531股 | $101.9万 | 2,107股 | -576股-27.34% | 减仓 |
 摩根大通JPM |
| 0.24% | — | $56.7万 | 1,733股 | $0 | 0股 | +1,733股 | 新买入 |
