| SSPDR标普500 ETFSPY |
| 6.69% | 7.16% | $2,486.7万 | 3.3万股 | $2,336.4万 | 3.6万股 | -2,625股-7.31% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.82% | 3.86% | $1,420.8万 | 6.7万股 | $1,261.0万 | 6.6万股 | +1,070股+1.63% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 3.33% | 2.93% | $1,238.4万 | 4.1万股 | $957.4万 | 3.9万股 | +2,612股+6.77% | 加仓 |
| IiShares安硕信托IEFA |
| 2.79% | 2.88% | $1,036.3万 | 10.7万股 | $941.1万 | 10.4万股 | +3,341股+3.21% | 加仓 |
 苹果AAPL |
| 2.67% | 2.62% | $992.5万 | 3.4万股 | $857.0万 | 3.4万股 | +532股+1.58% | 加仓 |
 微软MSFT |
| 2.33% | 2.58% | $865.2万 | 2.3万股 | $843.3万 | 2.3万股 | +414股+1.82% | 加仓 |
| IiShares安硕信托IGIB |
| 2.32% | 2.57% | $861.6万 | 16.2万股 | $838.1万 | 15.7万股 | +4,570股+2.90% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.24% | 2.45% | $832.7万 | 15.9万股 | $798.9万 | 15.2万股 | +6,879股+4.53% | 加仓 |
 康宁GLW |
| 2.06% | 1.38% | $765.7万 | 3.0万股 | $449.1万 | 3.3万股 | -3,053股-9.24% | 减仓 |
 谷歌AGOOGL |
| 2% | 1.83% | $745.1万 | 2.1万股 | $597.9万 | 2.1万股 | +57股+0.27% | 加仓 |
 高盛GS |
| 1.94% | 1.86% | $722.3万 | 7,142股 | $607.0万 | 7,175股 | -33股-0.46% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.86% | 1.92% | $692.4万 | 2.9万股 | $628.4万 | 2.9万股 | +40股+0.14% | 加仓 |
 摩根大通JPM |
| 1.81% | 1.85% | $672.3万 | 2.1万股 | $603.2万 | 2.1万股 | +36股+0.18% | 加仓 |
| G通用动力VTI |
| 1.53% | 1.42% | $568.0万 | 1.5万股 | $462.7万 | 1.4万股 | +925股+6.41% | 加仓 |
 沃尔玛WMT |
| 1.31% | 1.64% | $485.7万 | 4.3万股 | $536.8万 | 4.3万股 | -307股-0.71% | 减仓 |
| IiShares安硕信托IVV |
| 1.29% | 1.13% | $479.5万 | 6,403股 | $369.7万 | 5,660股 | +743股+13.13% | 加仓 |
 亚马逊AMZN |
| 1.29% | 1.22% | $479.1万 | 2.0万股 | $399.8万 | 1.9万股 | +902股+4.70% | 加仓 |
 强生JNJ |
| 1.26% | 1.36% | $468.8万 | 1.8万股 | $443.8万 | 1.8万股 | +302股+1.66% | 加仓 |
 美光科技MU |
| 1.26% | 0.49% | $468.6万 | 4,060股 | $159.4万 | 4,719股 | -659股-13.96% | 减仓 |
 英伟达NVDA |
| 1.2% | 1.15% | $445.6万 | 2.2万股 | $376.5万 | 2.2万股 | +682股+3.16% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 1.19% | 1.34% | $441.5万 | 24.7万股 | $438.8万 | 24.7万股 | -251股-0.10% | 减仓 |
| S嘉信策略信托SCHD |
| 1.18% | 0.87% | $440.3万 | 13.9万股 | $285.6万 | 9.3万股 | +4.6万股+49.15% | 加仓 |
 礼来LLY |
| 1.08% | 0.92% | $401.7万 | 3,349股 | $298.8万 | 3,249股 | +100股+3.08% | 加仓 |
| I景顺自营指数基金BSCR |
| 1.01% | 1.15% | $375.9万 | 19.2万股 | $374.1万 | 19.1万股 | +1,016股+0.53% | 加仓 |
 卡特彼勒CAT |
| 1.01% | 0.77% | $374.3万 | 3,515股 | $251.1万 | 3,544股 | -29股-0.82% | 减仓 |
 艾伯维ABBV |
| 0.93% | 0.88% | $346.8万 | 1.4万股 | $288.8万 | 1.3万股 | +503股+3.79% | 加仓 |
| I景顺自营指数基金BSCS |
| 0.9% | 1.02% | $335.3万 | 16.5万股 | $333.5万 | 16.3万股 | +1,372股+0.84% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.87% | 1% | $323.7万 | 7.2万股 | $328.0万 | 7.3万股 | -870股-1.19% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.85% | 1.11% | $315.2万 | 5.9万股 | $362.9万 | 5.9万股 | +116股+0.20% | 加仓 |
| NNEOS ETF TRUSTSPYI |
| 0.83% | 0.86% | $309.5万 | 5.8万股 | $280.7万 | 5.7万股 | +1,455股+2.56% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.82% | 0.58% | $305.0万 | 3.2万股 | $189.3万 | 2.1万股 | +1.0万股+48.19% | 加仓 |
| S嘉信·USSCHA |
| 0.78% | 0.72% | $290.6万 | 8.0万股 | $234.5万 | 8.1万股 | -197股-0.24% | 减仓 |
 迈威尔MRVL |
| 0.78% | 0.26% | $290.3万 | 9,744股 | $84.1万 | 8,493股 | +1,251股+14.73% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.76% | 0.86% | $283.7万 | 15.3万股 | $282.2万 | 15.1万股 | +1,507股+1.00% | 加仓 |
 思科CSCO |
| 0.75% | 0.56% | $278.4万 | 2.4万股 | $183.3万 | 2.4万股 | +79股+0.33% | 加仓 |
 AMGEN COMAMGN |
| 0.74% | 0.83% | $276.8万 | 7,645股 | $270.7万 | 7,694股 | -49股-0.64% | 减仓 |
 QUANTA SVCSPWR |
| 0.74% | 0.62% | $275.0万 | 3,819股 | $202.5万 | 3,689股 | +130股+3.52% | 加仓 |
| S嘉信·USSCHX |
| 0.71% | 0.67% | $265.5万 | 9.0万股 | $219.8万 | 8.6万股 | +4,477股+5.22% | 加仓 |
 特灵科技TT |
| 0.71% | 0.68% | $263.7万 | 5,369股 | $220.9万 | 5,300股 | +69股+1.30% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.71% | 0.8% | $263.6万 | 2.8万股 | $262.6万 | 2.8万股 | +37股+0.13% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.71% | 0.81% | $263.2万 | 5.8万股 | $263.7万 | 5.7万股 | +591股+1.03% | 加仓 |
 VisaV |
| 0.69% | 0.68% | $255.0万 | 7,431股 | $222.6万 | 7,366股 | +65股+0.88% | 加仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.64% | 0.64% | $238.7万 | 5.9万股 | $207.6万 | 5.8万股 | +902股+1.56% | 加仓 |
 嘉信理财SCHW |
| 0.64% | 0.73% | $238.0万 | 2.6万股 | $237.6万 | 2.5万股 | +520股+2.06% | 加仓 |
 宝洁PG |
| 0.63% | 0.71% | $233.7万 | 1.6万股 | $230.6万 | 1.6万股 | -28股-0.18% | 减仓 |
 家得宝HD |
| 0.6% | 0.65% | $224.8万 | 6,374股 | $211.2万 | 6,422股 | -48股-0.75% | 减仓 |
 可口可乐KO |
| 0.6% | 0.63% | $221.3万 | 2.7万股 | $205.8万 | 2.7万股 | +179股+0.66% | 加仓 |
 百事可乐PEP |
| 0.59% | 0.77% | $220.7万 | 1.6万股 | $250.1万 | 1.6万股 | +197股+1.22% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.59% | 0.59% | $219.9万 | 5,369股 | $192.1万 | 5,389股 | -20股-0.37% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.59% | 0.54% | $218.8万 | 6,193股 | $176.2万 | 6,143股 | +50股+0.81% | 加仓 |
