| IiShares安硕信托IVV |
| 12.16% | 12.24% | $9,497.0万 | 12.7万股 | $8,318.3万 | 12.7万股 | -531股-0.42% | 减仓 |
| IiShares安硕·COREIJH |
| 5.3% | 5.36% | $4,139.4万 | 53.7万股 | $3,642.5万 | 53.9万股 | -2,579股-0.48% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.26% | 5.89% | $4,106.4万 | 49.7万股 | $4,001.1万 | 48.4万股 | +1.3万股+2.75% | 加仓 |
| IiShares安硕·COREIJR |
| 5.1% | 5.06% | $3,987.0万 | 26.9万股 | $3,436.1万 | 27.6万股 | -7,585股-2.74% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.71% | 4.25% | $3,676.1万 | 12.1万股 | $2,888.2万 | 12.2万股 | -211股-0.17% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 4.66% | 5.15% | $3,638.7万 | 67.4万股 | $3,501.3万 | 66.3万股 | +1.0万股+1.54% | 加仓 |
| V先锋领航·FSTEVWO |
| 4.6% | 4.79% | $3,596.2万 | 60.2万股 | $3,257.0万 | 60.3万股 | -114股-0.02% | 减仓 |
| I景顺QQQ信托VOO |
| 4.44% | 3.93% | $3,466.4万 | 4.7万股 | $2,671.6万 | 4.6万股 | +785股+1.70% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.4% | 3.51% | $2,656.2万 | 37.3万股 | $2,383.9万 | 37.2万股 | +778股+0.21% | 加仓 |
| IiShares安硕·S&PIUSG |
| 3.08% | 2.95% | $2,408.1万 | 12.8万股 | $2,007.1万 | 12.9万股 | -1,370股-1.06% | 减仓 |
| IiShares安硕信托AGG |
| 2.69% | 3.07% | $2,104.0万 | 21.3万股 | $2,087.0万 | 21.0万股 | +2,337股+1.11% | 加仓 |
| SSPDR行业精选信托XLRE |
| 1.89% | 2.01% | $1,477.1万 | 33.5万股 | $1,364.6万 | 33.4万股 | +1,259股+0.38% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.86% | 2.01% | $1,451.0万 | 2.9万股 | $1,363.4万 | 2.8万股 | +545股+1.92% | 加仓 |
| IiShares安硕信托IOO |
| 1.85% | 1.84% | $1,448.6万 | 10.6万股 | $1,249.3万 | 10.3万股 | +2,773股+2.69% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 1.78% | 1.75% | $1,391.2万 | 30.4万股 | $1,191.1万 | 30.2万股 | +2,393股+0.79% | 加仓 |
 VanEck ETF信托SMH |
| 1.71% | 1.14% | $1,332.9万 | 2.0万股 | $777.5万 | 2.0万股 | +44股+0.22% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.42% | 1.61% | $1,110.2万 | 11.7万股 | $1,091.0万 | 11.4万股 | +3,084股+2.70% | 加仓 |
 苹果AAPL |
| 1.3% | 1.31% | $1,012.4万 | 3.5万股 | $887.6万 | 3.5万股 | +15股+0.04% | 加仓 |
| NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT |
| 1.29% | 1.46% | $1,006.9万 | 41.3万股 | $994.5万 | 41.3万股 | +950股+0.23% | 加仓 |
| V先锋领航指数基金VOO |
| 1.16% | 1.15% | $908.8万 | 1.3万股 | $784.2万 | 1.3万股 | +109股+0.83% | 加仓 |
 卡特彼勒CAT |
| 1.11% | 0.86% | $863.3万 | 8,106股 | $586.6万 | 8,279股 | -173股-2.09% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.08% | 1.32% | $846.3万 | 16.7万股 | $894.5万 | 17.7万股 | -9,397股-5.32% | 减仓 |
| IiShares安硕信托ITOT |
| 0.97% | 0.96% | $757.6万 | 4.6万股 | $655.1万 | 4.6万股 | +123股+0.27% | 加仓 |
 摩根大通JPM |
| 0.87% | 0.95% | $678.6万 | 2.1万股 | $647.0万 | 2.2万股 | -1,262股-5.74% | 减仓 |
| IiShares安硕信托SHYG |
| 0.86% | 0.95% | $668.9万 | 15.8万股 | $644.5万 | 15.2万股 | +5,391股+3.54% | 加仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 0.74% | 0.81% | $579.5万 | 4.1万股 | $553.2万 | 4.2万股 | -1,241股-2.94% | 减仓 |
| CCITIZENS FINL SVCS INC COMCZFS |
| 0.72% | 0.37% | $565.7万 | 7.8万股 | $249.4万 | 4.1万股 | +3.7万股+91.46% | 加仓 |
 英伟达NVDA |
| 0.68% | 0.69% | $529.4万 | 2.6万股 | $467.5万 | 2.7万股 | -348股-1.30% | 减仓 |
 微软MSFT |
| 0.6% | 0.68% | $468.1万 | 1.3万股 | $463.6万 | 1.3万股 | +26股+0.21% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 0.57% | 0.57% | $444.5万 | 3.6万股 | $384.9万 | 3.6万股 | +582股+1.63% | 加仓 |
| S嘉信策略信托SCHD |
| 0.54% | 0.62% | $424.5万 | 13.4万股 | $421.5万 | 13.7万股 | -3,498股-2.55% | 减仓 |
 埃克森美孚XOM |
| 0.54% | 0.61% | $418.8万 | 3.1万股 | $417.5万 | 2.5万股 | +6,022股+24.47% | 加仓 |
 默沙东MRK |
| 0.51% | 0.55% | $400.3万 | 3.1万股 | $374.8万 | 3.1万股 | -7股-0.02% | 减仓 |
 康宁GLW |
| 0.5% | 0.2% | $390.0万 | 1.5万股 | $138.2万 | 1.0万股 | +5,103股+50.21% | 加仓 |
| WWisdomTree信托DEW |
| 0.47% | 0.52% | $368.1万 | 5.4万股 | $355.0万 | 5.4万股 | +74股+0.14% | 加仓 |
 礼来LLY |
| 0.46% | 0.4% | $360.5万 | 3,005股 | $274.8万 | 2,988股 | +17股+0.57% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.46% | 0.53% | $360.1万 | 4.4万股 | $360.0万 | 4.4万股 | +264股+0.61% | 加仓 |
 强生JNJ |
| 0.43% | 0.47% | $334.3万 | 1.3万股 | $320.3万 | 1.3万股 | +61股+0.47% | 加仓 |
 雪佛龙CVX |
| 0.43% | 0.55% | $332.4万 | 2.0万股 | $374.4万 | 1.8万股 | +1,957股+10.82% | 加仓 |
 M&T银行MTB |
| 0.42% | 0.36% | $329.1万 | 1.4万股 | $243.6万 | 1.2万股 | +2,045股+17.35% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.42% | 0.4% | $328.1万 | 3.6万股 | $268.5万 | 3.4万股 | +2,670股+7.96% | 加仓 |
 宝洁PG |
| 0.37% | 0.41% | $285.1万 | 1.9万股 | $280.7万 | 1.9万股 | +10股+0.05% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.36% | 0.37% | $284.4万 | 5,443股 | $253.5万 | 5,472股 | -29股-0.53% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.35% | 0.41% | $275.0万 | 6.1万股 | $277.3万 | 6.0万股 | +237股+0.39% | 加仓 |
 黑石集团BX |
| 0.34% | 0.38% | $263.2万 | 2.2万股 | $256.3万 | 2.2万股 | +77股+0.35% | 加仓 |
 Northwest Bancshares INC CORP COMMONNWBI |
| 0.33% | 0.32% | $260.1万 | 17.2万股 | $218.2万 | 17.2万股 | -383股-0.22% | 减仓 |
 亚马逊AMZN |
| 0.31% | 0.33% | $244.1万 | 1.0万股 | $222.0万 | 1.1万股 | -418股-3.92% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.3% | 0.29% | $233.9万 | 6,621股 | $194.4万 | 6,778股 | -157股-2.32% | 减仓 |
 可口可乐KO |
| 0.3% | 0.31% | $231.2万 | 2.8万股 | $213.9万 | 2.8万股 | +330股+1.17% | 加仓 |
| IIBMIBM |
| 0.29% | 0.3% | $230.3万 | 8,190股 | $201.2万 | 8,300股 | -110股-1.33% | 减仓 |
