| S嘉信策略信托SCHD |
| 10.12% | 11.24% | $2,963.0万 | 93.4万股 | $2,850.9万 | 92.9万股 | +5,177股+0.56% | 加仓 |
| SSPDR标普500 ETFSPY |
| 9.72% | 9.8% | $2,848.0万 | 3.8万股 | $2,486.6万 | 3.8万股 | -97股-0.25% | 减仓 |
| V先锋领航指数基金VOO |
| 8.81% | 7.98% | $2,579.5万 | 3.5万股 | $2,023.4万 | 3.5万股 | -29股-0.08% | 减仓 |
 博通AVGO |
| 6.82% | 6.66% | $1,996.9万 | 5.3万股 | $1,689.4万 | 5.5万股 | -1,719股-3.15% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 6.38% | 7.65% | $1,869.6万 | 37.6万股 | $1,941.1万 | 39.0万股 | -1.4万股-3.68% | 减仓 |
 谷歌AGOOGL |
| 5.18% | 4.93% | $1,517.4万 | 4.2万股 | $1,250.9万 | 4.4万股 | -1,042股-2.40% | 减仓 |
 应用材料AMAT |
| 4.92% | 2.77% | $1,441.1万 | 2.0万股 | $702.8万 | 2.1万股 | -629股-3.06% | 减仓 |
 苹果AAPL |
| 4.88% | 5.01% | $1,430.2万 | 4.9万股 | $1,272.2万 | 5.0万股 | -702股-1.40% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 4.17% | 3.32% | $1,220.8万 | 7.6万股 | $842.1万 | 7.5万股 | +462股+0.62% | 加仓 |
 亚马逊AMZN |
| 3.22% | 3.37% | $944.1万 | 4.0万股 | $854.3万 | 4.1万股 | -1,408股-3.43% | 减仓 |
 微软MSFT |
| 2.71% | 3.12% | $794.7万 | 2.1万股 | $791.6万 | 2.1万股 | -82股-0.38% | 减仓 |
 台积电TSM |
| 2.45% | 2.02% | $718.5万 | 1.5万股 | $512.3万 | 1.5万股 | -115股-0.76% | 减仓 |
 VisaV |
| 2.39% | 2.42% | $701.1万 | 2.0万股 | $614.0万 | 2.0万股 | +119股+0.59% | 加仓 |
 摩根大通JPM |
| 2.38% | 2.51% | $697.6万 | 2.1万股 | $635.7万 | 2.2万股 | -297股-1.37% | 减仓 |
| V先锋领航指数基金VXF |
| 2.33% | 2.25% | $683.9万 | 2.8万股 | $569.8万 | 2.8万股 | +91股+0.33% | 加仓 |
| S嘉信·USSCHX |
| 2.22% | 2.22% | $651.2万 | 22.1万股 | $562.5万 | 21.9万股 | +1,888股+0.86% | 加仓 |
 家得宝HD |
| 2.07% | 2.23% | $606.2万 | 1.7万股 | $565.0万 | 1.7万股 | +7股+0.04% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.9% | 2.1% | $556.5万 | 1.1万股 | $532.2万 | 1.1万股 | +17股+0.15% | 加仓 |
 雪佛龙CVX |
| 1.86% | 2.7% | $545.0万 | 3.3万股 | $685.6万 | 3.3万股 | -260股-0.78% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.83% | 1.77% | $537.3万 | 15.9万股 | $449.1万 | 15.4万股 | +4,617股+2.99% | 加仓 |
 洛克希德马丁LMT |
| 1.79% | 2.47% | $525.0万 | 1.0万股 | $627.7万 | 1.0万股 | -79股-0.76% | 减仓 |
 飞塔FTNT |
| 1.38% | 0.85% | $404.4万 | 2.6万股 | $216.6万 | 2.7万股 | -179股-0.68% | 减仓 |
 保德信金融PRU |
| 1.22% | 1.38% | $358.0万 | 3.3万股 | $350.8万 | 3.6万股 | -2,738股-7.62% | 减仓 |
 辉瑞PFE |
| 1.04% | 1.4% | $304.8万 | 12.7万股 | $355.4万 | 12.7万股 | +8股+0.01% | 加仓 |
 英伟达NVDA |
| 0.94% | 0.93% | $274.6万 | 1.4万股 | $236.5万 | 1.4万股 | +159股+1.17% | 加仓 |
 百事可乐PEP |
| 0.92% | 1.24% | $270.2万 | 2.0万股 | $314.9万 | 2.0万股 | -322股-1.59% | 减仓 |
 伊顿ETN |
| 0.79% | — | $230.1万 | 5,399股 | $0 | 0股 | +5,399股 | 新买入 |
 美国运通AXP |
| 0.78% | 0.8% | $228.1万 | 6,745股 | $202.4万 | 6,692股 | +53股+0.79% | 加仓 |
 VanEck ETF信托SMH |
| 0.74% | 0.5% | $216.4万 | 3,299股 | $127.4万 | 3,324股 | -25股-0.75% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.52% | 0.53% | $152.3万 | 2,915股 | $135.0万 | 2,915股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.44% | 0.45% | $128.6万 | 2.4万股 | $113.7万 | 2.3万股 | +964股+4.19% | 加仓 |
| V先锋领航全球基金VIS |
| 0.39% | 0.38% | $113.6万 | 3,153股 | $96.0万 | 3,074股 | +79股+2.57% | 加仓 |
 卡特彼勒CAT |
| 0.27% | 0.24% | $77.7万 | 730股 | $61.6万 | 870股 | -140股-16.09% | 减仓 |
| SSPDR黄金信托GLD |
| 0.26% | 0.34% | $77.5万 | 2,104股 | $87.1万 | 2,024股 | +80股+3.95% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 0.26% | 0.29% | $74.9万 | 2.4万股 | $74.7万 | 2.4万股 | 00.00% | 持仓不变 |
| HHOME BANCORPHBCP |
| 0.19% | 0.2% | $56.9万 | 8,300股 | $50.3万 | 8,300股 | 00.00% | 持仓不变 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.19% | 0.21% | $55.9万 | 7,317股 | $53.2万 | 7,317股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.18% | 0.14% | $53.1万 | 4,517股 | $35.0万 | 4,517股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.16% | 0.2% | $47.2万 | 4,167股 | $51.8万 | 4,167股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.14% | 0.14% | $41.5万 | 986股 | $36.7万 | 986股 | 00.00% | 持仓不变 |
| IiShares安硕信托STIP |
| 0.13% | 0.16% | $38.9万 | 3,812股 | $39.4万 | 3,812股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.12% | 0.14% | $36.2万 | 484股 | $35.1万 | 538股 | -54股-10.04% | 减仓 |
 埃克森美孚XOM |
| 0.12% | 0.18% | $36.0万 | 2,632股 | $44.7万 | 2,632股 | 00.00% | 持仓不变 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 0.12% | 0.12% | $33.8万 | 4,370股 | $30.7万 | 4,370股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.11% | 0.15% | $32.4万 | 6,106股 | $37.4万 | 6,106股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.09% | 0.1% | $26.0万 | 1,025股 | $25.1万 | 1,025股 | 00.00% | 持仓不变 |
 BUNGE GLOBALBG |
| 0.08% | 0.12% | $24.5万 | 2,300股 | $30.8万 | 2,422股 | -122股-5.04% | 减仓 |
 Targa资源TRGP |
| 0.08% | 0.09% | $24.1万 | 900股 | $22.6万 | 900股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 0.08% | 0.08% | $22.9万 | 945股 | $20.7万 | 945股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.08% | 0.09% | $22.5万 | 1,781股 | $23.3万 | 1,781股 | 00.00% | 持仓不变 |
