| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 6.14% | 6.68% | $4,032.3万 | 79.7万股 | $4,120.6万 | 81.4万股 | -1.7万股-2.07% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 3.64% | 3.97% | $2,388.6万 | 48.0万股 | $2,447.3万 | 49.2万股 | -1.2万股-2.39% | 减仓 |
 微软MSFT |
| 2.9% | 3.11% | $1,907.3万 | 5.1万股 | $1,915.7万 | 5.2万股 | -619股-1.20% | 减仓 |
 苹果AAPL |
| 2.81% | 2.73% | $1,846.3万 | 6.4万股 | $1,683.2万 | 6.6万股 | -2,518股-3.80% | 减仓 |
| G高盛ETF信托GSST |
| 2.48% | 2.39% | $1,631.5万 | 32.3万股 | $1,471.5万 | 29.1万股 | +3.1万股+10.82% | 加仓 |
| S嘉信策略信托SCHC |
| 2.31% | 2.23% | $1,518.8万 | 28.8万股 | $1,374.3万 | 28.1万股 | +7,009股+2.50% | 加仓 |
 思科CSCO |
| 2.16% | 1.67% | $1,418.5万 | 12.1万股 | $1,027.7万 | 13.2万股 | -1.2万股-8.83% | 减仓 |
 CVS健康CVS |
| 1.94% | 1.73% | $1,273.7万 | 12.3万股 | $1,069.5万 | 14.9万股 | -2.6万股-17.32% | 减仓 |
 艾伯维ABBV |
| 1.84% | 1.73% | $1,206.6万 | 4.8万股 | $1,067.6万 | 4.9万股 | -1,140股-2.32% | 减仓 |
 雪佛龙CVX |
| 1.82% | 2.48% | $1,195.6万 | 7.2万股 | $1,531.3万 | 7.4万股 | -1,886股-2.55% | 减仓 |
 强生JNJ |
| 1.78% | 1.88% | $1,172.4万 | 4.6万股 | $1,158.1万 | 4.7万股 | -1,214股-2.56% | 减仓 |
 马拉松石油MPC |
| 1.56% | 1.63% | $1,024.9万 | 4.0万股 | $1,006.6万 | 4.1万股 | -1,140股-2.77% | 减仓 |
 摩根大通JPM |
| 1.52% | 1.49% | $998.1万 | 3.0万股 | $918.0万 | 3.1万股 | -718股-2.30% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.51% | 1.5% | $993.0万 | 5.0万股 | $923.5万 | 5.0万股 | +140股+0.28% | 加仓 |
| IIBMIBM |
| 1.42% | 1.35% | $933.9万 | 3.3万股 | $829.6万 | 3.4万股 | -1,018股-2.97% | 减仓 |
 第一资本COF |
| 1.4% | 1.37% | $923.0万 | 4.6万股 | $847.0万 | 4.6万股 | -421股-0.91% | 减仓 |
 康宁GLW |
| 1.4% | 1.01% | $922.2万 | 3.6万股 | $624.8万 | 4.6万股 | -9,846股-21.43% | 减仓 |
 威瑞森VZ |
| 1.4% | 1.74% | $916.8万 | 21.7万股 | $1,074.5万 | 21.4万股 | +2,491股+1.16% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.29% | 1.2% | $849.5万 | 3.8万股 | $743.0万 | 4.0万股 | -1,852股-4.65% | 减仓 |
 Truist金融TFC |
| 1.15% | 1.14% | $753.4万 | 15.1万股 | $701.0万 | 15.2万股 | -1,277股-0.84% | 减仓 |
 博通AVGO |
| 1.13% | 1.05% | $745.7万 | 2.0万股 | $644.9万 | 2.1万股 | -1,095股-5.26% | 减仓 |
| RROBERT HALFRHI |
| 1.11% | 0.95% | $730.4万 | 23.8万股 | $586.2万 | 23.1万股 | +7,148股+3.10% | 加仓 |
| MMARKETAXESSMKTX |
| 1.06% | 0.29% | $697.4万 | 6.1万股 | $179.7万 | 1.1万股 | +5.1万股+464.05% | 加仓 |
 谷歌AGOOGL |
| 1.05% | 0.93% | $688.4万 | 1.9万股 | $570.7万 | 2.0万股 | -581股-2.93% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.05% | 0.99% | $687.8万 | 2.8万股 | $609.1万 | 2.8万股 | +268股+0.96% | 加仓 |
 Markel Group Inc.MKL |
| 1.04% | 1.07% | $683.9万 | 3,502股 | $659.4万 | 3,445股 | +57股+1.65% | 加仓 |
| S嘉信策略信托SCHF |
| 1.02% | 0.98% | $673.4万 | 24.3万股 | $604.4万 | 24.4万股 | -1,074股-0.44% | 减仓 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 1.01% | 0.72% | $664.3万 | 12.1万股 | $442.5万 | 11.4万股 | +7,457股+6.57% | 加仓 |
 GENTEXGNTX |
| 0.97% | 0.85% | $636.3万 | 25.2万股 | $523.8万 | 24.0万股 | +1.2万股+5.04% | 加仓 |
| S嘉信策略信托SCHD |
| 0.89% | 0.93% | $585.1万 | 18.5万股 | $572.8万 | 18.7万股 | -2,176股-1.17% | 减仓 |
| S嘉信·USSCHP |
| 0.88% | 0.99% | $576.0万 | 21.7万股 | $610.3万 | 22.9万股 | -1.2万股-5.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.85% | 0.76% | $561.5万 | 1.6万股 | $469.4万 | 1.6万股 | -474股-2.90% | 减仓 |
 Phillips 66PSX |
| 0.85% | 1% | $559.8万 | 3.3万股 | $616.1万 | 3.4万股 | -706股-2.09% | 减仓 |
 安桥ENB |
| 0.85% | 0.94% | $557.8万 | 10.3万股 | $579.1万 | 10.7万股 | -4,070股-3.81% | 减仓 |
 HealthpeakDOC |
| 0.84% | 0.69% | $554.4万 | 25.9万股 | $425.4万 | 25.9万股 | +146股+0.06% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.84% | 1.01% | $551.9万 | 15.9万股 | $622.2万 | 16.7万股 | -8,563股-5.12% | 减仓 |
 REALTY INCOME COMO |
| 0.83% | 0.87% | $543.7万 | 8.8万股 | $539.6万 | 8.8万股 | -465股-0.53% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.8% | 0.82% | $527.5万 | 13.3万股 | $507.6万 | 13.3万股 | +250股+0.19% | 加仓 |
 辉瑞PFE |
| 0.8% | 0.97% | $526.3万 | 21.9万股 | $597.1万 | 21.3万股 | +5,935股+2.79% | 加仓 |
 伊顿ETN |
| 0.79% | 0.77% | $520.8万 | 1.2万股 | $477.8万 | 1.3万股 | -1,136股-8.50% | 减仓 |
| AAvantis US Small Cap Value ETFAVDV |
| 0.79% | 0.79% | $518.7万 | 5.0万股 | $486.3万 | 4.9万股 | +1,635股+3.36% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.79% | 0.74% | $516.0万 | 17.8万股 | $459.2万 | 18.3万股 | -4,774股-2.61% | 减仓 |
| S嘉信策略信托SCHM |
| 0.78% | 0.71% | $515.2万 | 14.0万股 | $436.9万 | 14.1万股 | -1,361股-0.96% | 减仓 |
| FFEDERATED HERMESFHI |
| 0.76% | 0.85% | $499.6万 | 9.0万股 | $523.9万 | 9.2万股 | -1,921股-2.08% | 减仓 |
 PAYPAL COMPYPL |
| 0.76% | 1% | $496.3万 | 11.5万股 | $615.6万 | 13.6万股 | -2.1万股-15.55% | 减仓 |
 埃森哲ACN |
| 0.71% | 0.6% | $469.3万 | 3.8万股 | $372.5万 | 1.9万股 | +1.9万股+100.77% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.71% | 0.76% | $469.0万 | 8.1万股 | $467.1万 | 8.1万股 | +46股+0.06% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.73% | $465.3万 | 9,298股 | $452.4万 | 9,441股 | -143股-1.51% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.7% | 0.7% | $462.2万 | 1.5万股 | $429.2万 | 1.5万股 | -263股-1.76% | 减仓 |
 斯伦贝谢SLB |
| 0.69% | 0.84% | $456.2万 | 9.8万股 | $520.2万 | 10.1万股 | -3,091股-3.05% | 减仓 |
