| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 7.7% | 7.63% | $1.58亿 | 22.4万股 | $1.40亿 | 22.8万股 | -3,282股-1.44% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 6.41% | 6.87% | $1.31亿 | 126.4万股 | $1.26亿 | 130.1万股 | -3.7万股-2.81% | 减仓 |
| IiShares安硕信托IVV |
| 5.29% | 5.18% | $1.08亿 | 14.5万股 | $9,526.0万 | 14.6万股 | -1,073股-0.74% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.68% | 4.68% | $9,599.6万 | 134.7万股 | $8,610.1万 | 134.4万股 | +3,660股+0.27% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 3.95% | 3.7% | $8,095.1万 | 26.9万股 | $6,814.1万 | 27.5万股 | -5,330股-1.94% | 减仓 |
 沃尔玛WMT |
| 3.41% | 3.99% | $6,982.4万 | 61.6万股 | $7,340.3万 | 59.1万股 | +2.6万股+4.38% | 加仓 |
| GGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFGEM |
| 2.81% | 2.66% | $5,755.5万 | 110.7万股 | $4,900.4万 | 113.4万股 | -2.8万股-2.43% | 减仓 |
| NNEW WORLD FD INC NEWRNWGX |
| 2.8% | 2.69% | $5,739.0万 | 52.8万股 | $4,957.2万 | 54.0万股 | -1.2万股-2.20% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.74% | 2.76% | $5,618.5万 | 7.5万股 | $5,075.4万 | 7.8万股 | -2,804股-3.59% | 减仓 |
 苹果AAPL |
| 2.59% | 2.56% | $5,303.2万 | 18.3万股 | $4,709.4万 | 18.6万股 | -2,289股-1.23% | 减仓 |
 英伟达NVDA |
| 2.52% | 2.48% | $5,170.8万 | 25.8万股 | $4,557.9万 | 26.1万股 | -2,926股-1.12% | 减仓 |
 谷歌AGOOGL |
| 2.13% | 1.94% | $4,360.4万 | 12.2万股 | $3,563.8万 | 12.4万股 | -1,919股-1.55% | 减仓 |
 美光科技MU |
| 2.08% | 0.79% | $4,265.3万 | 3.7万股 | $1,457.3万 | 4.3万股 | -6,183股-14.33% | 减仓 |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 1.9% | 2.45% | $3,900.1万 | 93.0万股 | $4,514.6万 | 106.6万股 | -13.6万股-12.72% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.89% | 1.9% | $3,864.1万 | 18.2万股 | $3,500.8万 | 18.2万股 | -800股-0.44% | 减仓 |
| F第一信托交易所交易基金VIEIPI |
| 1.88% | 2.24% | $3,844.3万 | 176.0万股 | $4,117.6万 | 183.1万股 | -7.1万股-3.86% | 减仓 |
 微软MSFT |
| 1.85% | 2.16% | $3,792.1万 | 10.2万股 | $3,966.4万 | 10.7万股 | -5,491股-5.12% | 减仓 |
| S道富SPYM |
| 1.72% | 1.69% | $3,523.1万 | 40.1万股 | $3,107.9万 | 40.6万股 | -5,152股-1.27% | 减仓 |
 亚马逊AMZN |
| 1.62% | 1.6% | $3,314.5万 | 13.9万股 | $2,940.6万 | 14.1万股 | -2,123股-1.50% | 减仓 |
| UUNIFIED SER TRDALCX |
| 1.6% | 1.69% | $3,279.1万 | 108.5万股 | $3,111.4万 | 111.4万股 | -2.9万股-2.56% | 减仓 |
| UULTIMUS MANAGERS TRWWSYX |
| 1.43% | 1.4% | $2,932.5万 | 130.0万股 | $2,576.9万 | 129.8万股 | +2,887股+0.22% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 1.25% | 1.34% | $2,553.0万 | 31.0万股 | $2,459.3万 | 31.4万股 | -3,330股-1.06% | 减仓 |
| MMFS INTERNATIONAL EQUITY R6MIEIX |
| 1.25% | 1.31% | $2,552.1万 | 60.9万股 | $2,413.5万 | 61.9万股 | -9,283股-1.50% | 减仓 |
 泛林集团LRCX |
| 1.23% | 0.69% | $2,527.1万 | 5.8万股 | $1,278.5万 | 6.0万股 | -1,519股-2.54% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.18% | 1.21% | $2,418.9万 | 40.5万股 | $2,231.6万 | 41.3万股 | -7,617股-1.84% | 减仓 |
 博通AVGO |
| 1.13% | 0.87% | $2,312.4万 | 6.1万股 | $1,599.1万 | 5.2万股 | +9,549股+18.48% | 加仓 |
| F富兰克林邓普顿ETF信托FLJP |
| 0.97% | 1% | $1,991.9万 | 50.1万股 | $1,831.0万 | 50.6万股 | -4,981股-0.98% | 减仓 |
| VVANGUARD 500 INDEX ADMIRVFIAX |
| 0.87% | 0.96% | $1,783.8万 | 2.6万股 | $1,760.6万 | 2.9万股 | -3,444股-11.79% | 减仓 |
 摩根大通JPM |
| 0.86% | 0.88% | $1,768.5万 | 5.4万股 | $1,624.9万 | 5.5万股 | -1,210股-2.19% | 减仓 |
 TRAVELERS COSTRV |
| 0.8% | 0.81% | $1,648.6万 | 5.0万股 | $1,483.7万 | 5.1万股 | -928股-1.82% | 减仓 |
 Meta平台META |
| 0.8% | 0.93% | $1,638.5万 | 2.9万股 | $1,709.4万 | 3.0万股 | -789股-2.64% | 减仓 |
 应用材料AMAT |
| 0.8% | 0.43% | $1,630.7万 | 2.3万股 | $783.8万 | 2.3万股 | -377股-1.64% | 减仓 |
 AMD超威AMD |
| 0.77% | 0.31% | $1,584.5万 | 2.7万股 | $569.6万 | 2.8万股 | -722股-2.58% | 减仓 |
 艾伯维ABBV |
| 0.74% | 0.77% | $1,511.1万 | 6.0万股 | $1,417.6万 | 6.5万股 | -5,133股-7.87% | 减仓 |
 强生JNJ |
| 0.71% | 0.81% | $1,449.1万 | 5.7万股 | $1,485.8万 | 6.1万股 | -3,727股-6.13% | 减仓 |
| IiShares安硕信托IEFA |
| 0.69% | 0.73% | $1,416.9万 | 14.7万股 | $1,342.2万 | 14.8万股 | -1,555股-1.05% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.67% | 0.33% | $1,376.7万 | 15.2万股 | $601.9万 | 7.5万股 | +7.7万股+102.07% | 加仓 |
 Arista网络ANET |
| 0.62% | 0.43% | $1,273.9万 | 7.5万股 | $796.6万 | 6.5万股 | +1.0万股+15.58% | 加仓 |
 IQVIAIQV |
| 0.59% | 0.59% | $1,209.4万 | 6.3万股 | $1,085.8万 | 6.4万股 | -1,076股-1.69% | 减仓 |
| BBANK OF AMERBAC |
| 0.59% | 0.57% | $1,202.3万 | 21.1万股 | $1,045.0万 | 21.4万股 | -3,363股-1.57% | 减仓 |
 礼来LLY |
| 0.55% | 0.47% | $1,127.8万 | 9,403股 | $856.2万 | 9,309股 | +94股+1.01% | 加仓 |
 第一资本COF |
| 0.54% | 0.53% | $1,099.7万 | 5.5万股 | $981.4万 | 5.4万股 | +1,020股+1.90% | 加仓 |
 星座能源CEG |
| 0.52% | — | $1,070.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.52% | 0.49% | $1,070.0万 | 7.2万股 | $909.8万 | 7.3万股 | -1,041股-1.42% | 减仓 |
 通用动力GD |
| 0.52% | 0.58% | $1,066.7万 | 3.0万股 | $1,076.4万 | 3.1万股 | -1,248股-3.98% | 减仓 |
 LOWES COS COMLOW |
| 0.49% | 0.59% | $1,006.4万 | 4.6万股 | $1,092.5万 | 4.6万股 | -596股-1.29% | 减仓 |
 家得宝HD |
| 0.48% | 0.52% | $979.6万 | 2.8万股 | $950.2万 | 2.9万股 | -1,116股-3.86% | 减仓 |
 康菲石油COP |
| 0.46% | 0.68% | $950.0万 | 9.1万股 | $1,256.9万 | 9.5万股 | -3,835股-4.03% | 减仓 |
| NNRG ENERGYNRG |
| 0.44% | 0.5% | $905.1万 | 6.2万股 | $925.0万 | 6.3万股 | -1,325股-2.09% | 减仓 |
| IiShares安硕信托IVW |
| 0.44% | 0.37% | $902.8万 | 6.6万股 | $678.6万 | 6.0万股 | +5,650股+9.42% | 加仓 |
