| IiShares安硕信托IWD |
| 5.38% | 5.31% | $7.90亿 | 325.7万股 | $6.94亿 | 324.6万股 | +1.1万股+0.35% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 4.74% | 4.52% | $6.95亿 | 559.6万股 | $5.90亿 | 138.5万股 | +421.1万股+304.12% | 加仓 |
 可口可乐KO |
| 3.99% | 4.42% | $5.85亿 | 719.3万股 | $5.77亿 | 759.4万股 | -40.1万股-5.28% | 减仓 |
 GLOBAL PMTS COMGPN |
| 3.43% | 3.65% | $5.03亿 | 693.8万股 | $4.77亿 | 708.2万股 | -14.4万股-2.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.86% | 3.18% | $4.19亿 | 56.1万股 | $4.16亿 | 63.9万股 | -7.8万股-12.15% | 减仓 |
 苹果AAPL |
| 2.86% | 2.81% | $4.19亿 | 144.8万股 | $3.68亿 | 144.9万股 | -1,017股-0.07% | 减仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 2.35% | 2.3% | $3.45亿 | 341.7万股 | $3.01亿 | 349.7万股 | -8.0万股-2.29% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.21% | 2.03% | $3.25亿 | 108.1万股 | $2.65亿 | 106.9万股 | +1.1万股+1.04% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.98% | 1.94% | $2.91亿 | 408.2万股 | $2.54亿 | 395.8万股 | +12.4万股+3.15% | 加仓 |
 英伟达NVDA |
| 1.85% | 1.81% | $2.72亿 | 135.8万股 | $2.37亿 | 135.8万股 | +78股+0.01% | 加仓 |
 微软MSFT |
| 1.83% | 2.04% | $2.68亿 | 71.8万股 | $2.67亿 | 72.0万股 | -1,543股-0.21% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 1.75% | 1.66% | $2.56亿 | 62.5万股 | $2.17亿 | 61.0万股 | +1.6万股+2.57% | 加仓 |
| V先锋领航指数基金VOO |
| 1.64% | 1.56% | $2.40亿 | 35.0万股 | $2.04亿 | 34.1万股 | +8,378股+2.45% | 加仓 |
 谷歌AGOOGL |
| 1.55% | 1.39% | $2.28亿 | 63.7万股 | $1.82亿 | 63.4万股 | +3,403股+0.54% | 加仓 |
 摩根大通JPM |
| 1.36% | 1.39% | $2.00亿 | 61.0万股 | $1.81亿 | 61.7万股 | -6,513股-1.06% | 减仓 |
 礼来LLY |
| 1.27% | 1% | $1.86亿 | 15.5万股 | $1.31亿 | 14.2万股 | +1.3万股+9.15% | 加仓 |
 南方电力SO |
| 1.26% | 1.42% | $1.85亿 | 193.2万股 | $1.86亿 | 192.4万股 | +8,447股+0.44% | 加仓 |
 亚马逊AMZN |
| 1.22% | 1.18% | $1.79亿 | 75.0万股 | $1.54亿 | 73.9万股 | +1.1万股+1.51% | 加仓 |
 美光科技MU |
| 1.06% | 0.39% | $1.56亿 | 13.5万股 | $5,161.1万 | 15.3万股 | -1.8万股-11.72% | 减仓 |
 AFLAC COMAFL |
| 1.01% | 0.97% | $1.49亿 | 126.7万股 | $1.26亿 | 115.1万股 | +11.6万股+10.11% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.94% | 0.93% | $1.37亿 | 124.6万股 | $1.22亿 | 125.4万股 | -7,987股-0.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.77% | $1.20亿 | 34.1万股 | $1.01亿 | 35.1万股 | -1.1万股-2.99% | 减仓 |
| V先锋领航指数基金VUG |
| 0.79% | 0.74% | $1.16亿 | 134.8万股 | $9,653.9万 | 22.1万股 | +112.7万股+510.21% | 加仓 |
 强生JNJ |
| 0.77% | 0.83% | $1.14亿 | 44.7万股 | $1.08亿 | 44.3万股 | +4,027股+0.91% | 加仓 |
 博通AVGO |
| 0.75% | 0.67% | $1.10亿 | 29.1万股 | $8,794.3万 | 28.4万股 | +6,955股+2.45% | 加仓 |
 埃克森美孚XOM |
| 0.74% | 1.03% | $1.09亿 | 79.5万股 | $1.34亿 | 79.0万股 | +4,373股+0.55% | 加仓 |
 VisaV |
| 0.72% | 0.71% | $1.05亿 | 30.7万股 | $9,224.0万 | 30.5万股 | +1,694股+0.56% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.68% | 0.55% | $9,923.1万 | 46.6万股 | $7,190.5万 | 37.5万股 | +9.2万股+24.48% | 加仓 |
| SSPDR黄金信托GLD |
| 0.63% | 0.79% | $9,210.3万 | 25.0万股 | $1.04亿 | 24.1万股 | +8,780股+3.64% | 加仓 |
| G通用动力VTI |
| 0.62% | 0.69% | $9,103.9万 | 24.6万股 | $9,007.8万 | 28.1万股 | -3.5万股-12.37% | 减仓 |
 家得宝HD |
| 0.61% | 0.63% | $8,977.2万 | 25.5万股 | $8,214.5万 | 25.0万股 | +4,837股+1.94% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.6% | 0.62% | $8,752.8万 | 84.3万股 | $8,101.8万 | 83.4万股 | +8,492股+1.02% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.58% | 0.61% | $8,496.9万 | 162.3万股 | $7,966.4万 | 153.4万股 | +8.9万股+5.82% | 加仓 |
| IiShares安硕信托IVV |
| 0.53% | 0.52% | $7,795.2万 | 10.4万股 | $6,798.4万 | 10.4万股 | +37股+0.04% | 加仓 |
 艾伯维ABBV |
| 0.53% | 0.52% | $7,783.3万 | 30.9万股 | $6,772.4万 | 31.1万股 | -2,073股-0.67% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.51% | 0.5% | $7,455.8万 | 70.3万股 | $6,529.8万 | 61.2万股 | +9.1万股+14.81% | 加仓 |
 好市多COST |
| 0.5% | 0.59% | $7,354.9万 | 7.9万股 | $7,758.8万 | 7.8万股 | +769股+0.99% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.47% | 0.46% | $6,933.8万 | 128.3万股 | $6,016.7万 | 126.6万股 | +1.8万股+1.40% | 加仓 |
 雪佛龙CVX |
| 0.45% | 0.63% | $6,648.8万 | 40.1万股 | $8,235.1万 | 39.8万股 | +3,136股+0.79% | 加仓 |
 美国运通AXP |
| 0.45% | 0.43% | $6,580.3万 | 19.5万股 | $5,683.6万 | 18.8万股 | +6,650股+3.54% | 加仓 |
 思科CSCO |
| 0.44% | 0.32% | $6,464.7万 | 55.0万股 | $4,236.7万 | 54.6万股 | +4,371股+0.80% | 加仓 |
| IiShares安硕信托AGG |
| 0.44% | 0.45% | $6,400.5万 | 64.7万股 | $5,885.2万 | 59.3万股 | +5.4万股+9.08% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.31% | $6,094.0万 | 5.7万股 | $4,093.1万 | 5.8万股 | -531股-0.92% | 减仓 |
| IiShares安硕·COREIJR |
| 0.41% | 0.38% | $6,034.8万 | 40.7万股 | $4,959.7万 | 39.9万股 | +7,943股+1.99% | 加仓 |
 PALO ALTOPANW |
| 0.39% | 0.2% | $5,708.1万 | 16.7万股 | $2,590.8万 | 16.2万股 | +5,784股+3.58% | 加仓 |
| I景顺QQQ信托VOO |
| 0.37% | 0.33% | $5,447.0万 | 7.4万股 | $4,307.3万 | 7.5万股 | -607股-0.81% | 减仓 |
 TJXTJX |
| 0.37% | 0.43% | $5,391.7万 | 35.6万股 | $5,589.2万 | 35.0万股 | +5,914股+1.69% | 加仓 |
 洛克希德马丁LMT |
| 0.36% | 0.48% | $5,349.3万 | 10.5万股 | $6,306.0万 | 10.4万股 | +681股+0.65% | 加仓 |
 沃尔玛WMT |
| 0.36% | 0.44% | $5,298.0万 | 46.8万股 | $5,786.7万 | 46.6万股 | +2,178股+0.47% | 加仓 |
| IIBMIBM |
| 0.35% | 0.34% | $5,200.5万 | 18.5万股 | $4,414.2万 | 18.2万股 | +2,835股+1.56% | 加仓 |
