 WELLS FARGO NEWWFC |
| 9.39% | 10.49% | $3,393.5万 | 50.7万股 | $3,301.4万 | 41.5万股 | +9.3万股+22.31% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 7.41% | 4.56% | $2,679.6万 | 12.6万股 | $1,436.3万 | 7.5万股 | +5.1万股+68.29% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 6.72% | 7.38% | $2,428.6万 | 48.8万股 | $2,322.7万 | 46.7万股 | +2.1万股+4.57% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 5.05% | 4.6% | $1,827.0万 | 52.5万股 | $1,449.1万 | 47.5万股 | +5.0万股+10.47% | 加仓 |
| F第一信托交易所交易基金VIDMAY |
| 3.56% | 1.92% | $1,287.6万 | 27.3万股 | $605.1万 | 13.5万股 | +13.9万股+102.88% | 加仓 |
| F第一信托交易所交易基金VIDSEP |
| 3.34% | 3.57% | $1,208.8万 | 25.5万股 | $1,122.6万 | 25.5万股 | -554股-0.22% | 减仓 |
| IiShares黄金信托IAU |
| 3.33% | 4.49% | $1,205.2万 | 16.0万股 | $1,413.4万 | 16.0万股 | -724股-0.45% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDMAR |
| 3.06% | 3.34% | $1,104.8万 | 24.7万股 | $1,052.4万 | 24.8万股 | -1,236股-0.50% | 减仓 |
| IiShares安硕信托LQD |
| 2.62% | — | $947.9万 | 8.7万股 | $0 | 0股 | +8.7万股 | 新买入 |
| F第一信托交易所交易基金VIYMAR |
| 2% | 2.18% | $723.6万 | 25.3万股 | $685.6万 | 25.1万股 | +1,837股+0.73% | 加仓 |
| F第一信托·USTFVD |
| 1.95% | 2.17% | $706.3万 | 14.0万股 | $682.2万 | 14.4万股 | -4,137股-2.87% | 减仓 |
| S嘉信策略信托SCHF |
| 1.88% | 1.33% | $681.2万 | 24.6万股 | $419.6万 | 17.0万股 | +7.6万股+45.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.84% | 1.73% | $665.4万 | 1.9万股 | $543.5万 | 1.9万股 | -117股-0.62% | 减仓 |
 思科CSCO |
| 1.78% | 1.36% | $643.3万 | 5.5万股 | $427.9万 | 5.5万股 | -375股-0.68% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.7% | 1.61% | $612.9万 | 18.1万股 | $508.1万 | 17.4万股 | +6,697股+3.84% | 加仓 |
| F第一信托交易所交易基金VIDDEC |
| 1.55% | 1.68% | $560.6万 | 11.8万股 | $527.8万 | 11.9万股 | -880股-0.74% | 减仓 |
 埃克森美孚XOM |
| 1.52% | 2.18% | $550.7万 | 4.0万股 | $686.3万 | 4.0万股 | -171股-0.42% | 减仓 |
 雪佛龙CVX |
| 1.48% | 2.12% | $535.8万 | 3.2万股 | $668.7万 | 3.2万股 | +3股+0.01% | 加仓 |
| IiShares安硕信托USMV |
| 1.4% | 1.45% | $507.3万 | 5.3万股 | $457.0万 | 4.9万股 | +3,308股+6.71% | 加仓 |
 EMCOREME |
| 1.27% | 1.49% | $458.5万 | 5,525股 | $468.8万 | 6,349股 | -824股-12.98% | 减仓 |
 沃尔玛WMT |
| 1.27% | 1.6% | $457.9万 | 4.0万股 | $504.9万 | 4.1万股 | -112股-0.28% | 减仓 |
 艾伯维ABBV |
| 1.26% | 1.25% | $457.0万 | 1.8万股 | $394.3万 | 1.8万股 | +29股+0.16% | 加仓 |
| F第一信托交易所交易基金VIFVD |
| 1.26% | — | $454.2万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
| IiShares安硕信托SGOV |
| 1.21% | — | $436.6万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.16% | — | $420.1万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 ILLUMINAILMN |
| 1.15% | 0.88% | $414.7万 | 2.4万股 | $276.5万 | 2.2万股 | +1,150股+5.13% | 加仓 |
 杜克能源DUK |
| 1.03% | 1.23% | $373.6万 | 3.0万股 | $386.5万 | 3.0万股 | -7股-0.02% | 减仓 |
| IISHARES MSCI JAPAN SMALL-CAP ETFEWZS |
| 1.03% | 1.05% | $372.1万 | 3.5万股 | $329.1万 | 3.4万股 | +1,439股+4.25% | 加仓 |
 嘉信理财SCHW |
| 1.03% | 1.2% | $370.7万 | 4.0万股 | $376.3万 | 4.0万股 | +136股+0.34% | 加仓 |
 L3哈里斯LHX |
| 1.02% | 1.4% | $369.9万 | 1.3万股 | $439.5万 | 1.3万股 | -3股-0.02% | 减仓 |
 微软MSFT |
| 1.01% | 1.2% | $363.3万 | 9,740股 | $378.5万 | 1.0万股 | -484股-4.73% | 减仓 |
 诺华NVS |
| 0.99% | 1.27% | $357.4万 | 2.3万股 | $401.4万 | 2.6万股 | -3,471股-13.21% | 减仓 |
 自由港麦克莫兰FCX |
| 0.97% | 1.01% | $351.7万 | 5.6万股 | $319.2万 | 5.4万股 | +1,610股+2.96% | 加仓 |
 艾默生电气EMR |
| 0.94% | 0.99% | $339.5万 | 2.4万股 | $312.1万 | 2.4万股 | -100股-0.42% | 减仓 |
 爱德华生命科学EW |
| 0.9% | 0.92% | $325.7万 | 3.6万股 | $288.2万 | 3.6万股 | +15股+0.04% | 加仓 |
| S嘉信策略信托SCHR |
| 0.89% | 1.1% | $322.0万 | 13.1万股 | $346.5万 | 13.9万股 | -8,549股-6.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.89% | 0.98% | $321.4万 | 6,423股 | $308.8万 | 6,445股 | -22股-0.34% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.88% | 1.14% | $318.9万 | 6.0万股 | $359.4万 | 5.9万股 | +1,367股+2.33% | 加仓 |
| SSERIES PORTFOLIOS TRCLOX |
| 0.88% | 0.94% | $318.6万 | 12.4万股 | $295.1万 | 11.5万股 | +8,958股+7.76% | 加仓 |
| IiShares安硕信托ITOT |
| 0.77% | 0.73% | $279.7万 | 1.7万股 | $231.0万 | 1.6万股 | +758股+4.64% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.74% | 0.36% | $268.4万 | 3.0万股 | $114.2万 | 1.5万股 | +1.5万股+102.02% | 加仓 |
 林德LIN |
| 0.68% | 0.75% | $244.8万 | 4,717股 | $234.6万 | 4,732股 | -15股-0.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.67% | 0.7% | $241.4万 | 3,224股 | $221.3万 | 3,393股 | -169股-4.98% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.64% | 0.72% | $232.4万 | 8.0万股 | $225.5万 | 9.0万股 | -9,626股-10.71% | 减仓 |
 甲骨文ORCL |
| 0.64% | 0.74% | $231.6万 | 1.6万股 | $233.7万 | 1.6万股 | -82股-0.52% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.62% | 0.68% | $224.7万 | 3股 | $215.4万 | 3股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.55% | 1.27% | $198.5万 | 8,865股 | $400.5万 | 1.8万股 | -8,855股-49.97% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.54% | — | $195.7万 | 8,850股 | $0 | 0股 | +8,850股 | 新买入 |
 英伟达NVDA |
| 0.52% | 0.12% | $188.3万 | 9,417股 | $36.8万 | 1.7万股 | -7,641股-44.79% | 减仓 |
| F第一信托交易所交易基金VIDJAN |
| 0.5% | 0.55% | $182.2万 | 4.0万股 | $173.1万 | 4.1万股 | -660股-1.62% | 减仓 |
