| IiShares安硕信托IWD |
| 10.15% | 9.76% | $2.13亿 | 87.8万股 | $1.84亿 | 86.2万股 | +1.6万股+1.81% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 8.68% | 8.15% | $1.82亿 | 147.4万股 | $1.54亿 | 36.1万股 | +111.3万股+308.50% | 加仓 |
| V先锋领航·TOTALBND |
| 8.2% | 8.6% | $1.72亿 | 235.4万股 | $1.63亿 | 220.7万股 | +14.7万股+6.66% | 加仓 |
| V先锋领航·FTSEVEA |
| 8.09% | 7.93% | $1.70亿 | 240.0万股 | $1.50亿 | 233.7万股 | +6.3万股+2.70% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 6.5% | 6.26% | $1.37亿 | 123.9万股 | $1.18亿 | 121.6万股 | +2.3万股+1.91% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 4.91% | 5.29% | $1.03亿 | 130.9万股 | $9,992.7万 | 126.1万股 | +4.8万股+3.81% | 加仓 |
| IiShares安硕·COREIJR |
| 3.25% | 3.01% | $6,839.4万 | 46.2万股 | $5,677.7万 | 45.7万股 | +5,403股+1.18% | 加仓 |
| IiShares安硕信托SHV |
| 3.2% | 4.08% | $6,727.3万 | 61.1万股 | $7,713.1万 | 69.9万股 | -8.8万股-12.61% | 减仓 |
 摩根大通JPM |
| 3.19% | 3.13% | $6,709.0万 | 20.4万股 | $5,904.4万 | 20.1万股 | +2,802股+1.40% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.9% | 2.69% | $6,086.4万 | 17.2万股 | $5,074.2万 | 17.7万股 | -5,332股-3.01% | 减仓 |
| SSPDR黄金信托GLD |
| 2.73% | 3.1% | $5,733.5万 | 15.5万股 | $5,850.2万 | 13.6万股 | +1.9万股+14.22% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.38% | 2.52% | $5,009.9万 | 85.2万股 | $4,764.4万 | 80.0万股 | +5.1万股+6.43% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 2.27% | 1.5% | $4,779.9万 | 47.4万股 | $2,827.6万 | 35.9万股 | +11.5万股+31.98% | 加仓 |
 苹果AAPL |
| 2.13% | 2.08% | $4,482.4万 | 15.4万股 | $3,936.8万 | 15.5万股 | -966股-0.62% | 减仓 |
 沃尔玛WMT |
| 2.12% | 2.69% | $4,444.7万 | 39.8万股 | $5,087.3万 | 40.9万股 | -1.1万股-2.73% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 2.04% | 2.18% | $4,291.1万 | 76.2万股 | $4,118.2万 | 72.7万股 | +3.5万股+4.87% | 加仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 1.95% | 1.36% | $4,096.2万 | 61.0万股 | $2,571.8万 | 41.7万股 | +19.2万股+46.12% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.84% | 1.44% | $3,862.1万 | 20.4万股 | $2,726.1万 | 20.5万股 | -702股-0.34% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.75% | 1.7% | $3,686.7万 | 10.1万股 | $3,207.9万 | 10.1万股 | -91股-0.09% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.66% | 2.21% | $3,489.6万 | 65.9万股 | $4,172.1万 | 68.1万股 | -2.2万股-3.27% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1.2% | 1.08% | $2,524.5万 | 44.4万股 | $2,046.0万 | 44.0万股 | +3,684股+0.84% | 加仓 |
 通用动力GD |
| 1.02% | 1.04% | $2,142.0万 | 6.0万股 | $1,968.1万 | 5.7万股 | +2,549股+4.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.98% | 0.96% | $2,061.3万 | 2.8万股 | $1,818.4万 | 2.8万股 | -349股-1.25% | 减仓 |
 微软MSFT |
| 0.85% | 0.93% | $1,778.5万 | 4.7万股 | $1,761.9万 | 4.8万股 | -179股-0.38% | 减仓 |
 英伟达NVDA |
| 0.81% | 0.79% | $1,704.9万 | 8.5万股 | $1,490.5万 | 8.5万股 | -152股-0.18% | 减仓 |
| I景顺·DB MULTI-SECTOR COMMDBA |
| 0.67% | — | $1,403.5万 | 52.4万股 | $0 | 0股 | +52.4万股 | 新买入 |
 美光科技MU |
| 0.54% | 0.18% | $1,127.0万 | 9,768股 | $331.1万 | 9,801股 | -33股-0.34% | 减仓 |
 谷歌AGOOGL |
| 0.5% | 0.44% | $1,043.3万 | 2.9万股 | $836.3万 | 2.9万股 | +46股+0.16% | 加仓 |
| OOAKWORTH CAP INCOAKC |
| 0.37% | 0.4% | $779.2万 | 20.3万股 | $754.4万 | 20.4万股 | -970股-0.48% | 减仓 |
 亚马逊AMZN |
| 0.34% | 0.32% | $716.7万 | 3.0万股 | $602.1万 | 2.9万股 | +1,090股+3.77% | 加仓 |
 博通AVGO |
| 0.32% | 0.31% | $669.3万 | 1.8万股 | $591.0万 | 1.9万股 | -1,233股-6.46% | 减仓 |
 泛林集团LRCX |
| 0.27% | 0.15% | $571.5万 | 1.3万股 | $284.4万 | 1.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.27% | 0.36% | $570.8万 | 4.2万股 | $680.8万 | 4.0万股 | +1,695股+4.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.27% | 0.28% | $569.8万 | 1.1万股 | $538.1万 | 1.1万股 | +160股+1.42% | 加仓 |
 礼来LLY |
| 0.27% | 0.23% | $560.7万 | 4,682股 | $431.3万 | 4,689股 | -7股-0.15% | 减仓 |
 Globe LifeGL |
| 0.24% | 0.21% | $508.7万 | 2.8万股 | $405.2万 | 2.9万股 | -646股-2.22% | 减仓 |
 南方电力SO |
| 0.23% | 0.27% | $492.2万 | 5.2万股 | $504.7万 | 5.2万股 | -689股-1.32% | 减仓 |
 默沙东MRK |
| 0.23% | 0.25% | $476.2万 | 3.7万股 | $469.2万 | 3.9万股 | -1,830股-4.69% | 减仓 |
 强生JNJ |
| 0.22% | 0.24% | $467.7万 | 1.8万股 | $450.8万 | 1.8万股 | -26股-0.14% | 减仓 |
| VVANGUARD BALANCED INDEX ADMVBIAX |
| 0.22% | 0.23% | $466.3万 | 8.6万股 | $428.9万 | 8.6万股 | -18股-0.02% | 减仓 |
| IiShares安硕信托IVV |
| 0.21% | 0.21% | $450.0万 | 6,008股 | $394.0万 | 6,031股 | -23股-0.38% | 减仓 |
| G通用动力VTI |
| 0.2% | 0.07% | $413.4万 | 1.1万股 | $131.7万 | 4,104股 | +7,067股+172.20% | 加仓 |
 雪佛龙CVX |
| 0.18% | 0.25% | $381.8万 | 2.3万股 | $468.2万 | 2.3万股 | +413股+1.83% | 加仓 |
 可口可乐KO |
| 0.18% | 0.19% | $378.8万 | 4.7万股 | $352.5万 | 4.6万股 | +254股+0.55% | 加仓 |
 思科CSCO |
| 0.18% | 0.13% | $371.0万 | 3.2万股 | $240.0万 | 3.1万股 | +683股+2.21% | 加仓 |
| IiShares安硕·COREIJH |
| 0.18% | 0.17% | $370.2万 | 4.8万股 | $321.7万 | 4.8万股 | +546股+1.15% | 加仓 |
 家得宝HD |
| 0.17% | 0.18% | $354.2万 | 1.0万股 | $331.0万 | 1.0万股 | -8股-0.08% | 减仓 |
 卡特彼勒CAT |
| 0.16% | 0.13% | $330.9万 | 3,107股 | $248.0万 | 3,500股 | -393股-11.23% | 减仓 |
 艾伯维ABBV |
| 0.15% | 0.13% | $318.1万 | 1.3万股 | $246.0万 | 1.1万股 | +1,337股+11.82% | 加仓 |
 VisaV |
| 0.14% | 0.13% | $297.3万 | 8,625股 | $254.7万 | 8,426股 | +199股+2.36% | 加仓 |
