| IiShares安硕信托IVV |
| 14.07% | 10.61% | $1.24亿 | 28.8万股 | $1.00亿 | 22.5万股 | +6.3万股+28.19% | 加仓 |
 埃森哲ACN |
| 6.77% | 6.6% | $5,957.6万 | 19.4万股 | $6,242.1万 | 20.2万股 | -8,297股-4.10% | 减仓 |
| IiShares安硕信托IUSB |
| 4.21% | 4.18% | $3,701.2万 | 84.7万股 | $3,952.5万 | 86.9万股 | -2.3万股-2.60% | 减仓 |
| IiShares安硕信托EFV |
| 3.33% | 2.33% | $2,935.2万 | 60.0万股 | $2,200.7万 | 45.0万股 | +15.0万股+33.40% | 加仓 |
| IiShares安硕信托EFG |
| 2.89% | 3.42% | $2,540.2万 | 29.4万股 | $3,228.5万 | 33.8万股 | -4.4万股-13.01% | 减仓 |
| IiShares安硕信托GVI |
| 2.67% | 2.58% | $2,348.7万 | 22.9万股 | $2,439.2万 | 22.9万股 | +513股+0.22% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 2.42% | 3.05% | $2,134.3万 | 16.2万股 | $2,884.0万 | 21.4万股 | -5.2万股-24.27% | 减仓 |
| IiShares安硕信托ITOT |
| 2.3% | 2.77% | $2,020.5万 | 21.5万股 | $2,621.3万 | 26.9万股 | -5.4万股-20.01% | 减仓 |
 雪佛龙CVX |
| 2.27% | 2.02% | $2,001.2万 | 11.9万股 | $1,907.7万 | 12.1万股 | -2,561股-2.11% | 减仓 |
 埃克森美孚XOM |
| 1.93% | 1.66% | $1,696.6万 | 14.4万股 | $1,568.7万 | 14.6万股 | -1,974股-1.35% | 减仓 |
 微软MSFT |
| 1.9% | 2.4% | $1,674.0万 | 5.3万股 | $2,272.1万 | 6.7万股 | -1.4万股-20.54% | 减仓 |
 亚马逊AMZN |
| 1.67% | 1.92% | $1,473.9万 | 11.6万股 | $1,810.7万 | 13.9万股 | -2.3万股-16.53% | 减仓 |
 iShares安硕·MBSACGL |
| 1.38% | 1.69% | $1,214.1万 | 13.7万股 | $1,595.8万 | 17.1万股 | -3.4万股-20.09% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.38% | 1.37% | $1,210.4万 | 44.2万股 | $1,294.1万 | 49.1万股 | -4.9万股-9.95% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.3% | 1.26% | $1,141.3万 | 2.7万股 | $1,189.7万 | 2.7万股 | -140股-0.52% | 减仓 |
| IiShares安硕信托ICSH |
| 1.2% | — | $1,055.0万 | 20.8万股 | $0 | 0股 | +20.8万股 | 新买入 |
 苹果AAPL |
| 1.12% | 1.53% | $985.6万 | 5.8万股 | $1,444.1万 | 7.4万股 | -1.7万股-22.68% | 减仓 |
| IiShares安硕信托TLT |
| 1.08% | 0.3% | $949.2万 | 10.7万股 | $287.8万 | 2.8万股 | +7.9万股+282.75% | 加仓 |
| IiShares安硕IEMG |
| 1.04% | 1.56% | $918.6万 | 19.3万股 | $1,471.6万 | 29.9万股 | -10.6万股-35.35% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.03% | 0.36% | $908.7万 | 3.4万股 | $340.4万 | 1.2万股 | +2.2万股+176.18% | 加仓 |
| IiShares安硕信托USMV |
| 1.01% | 1.16% | $892.2万 | 12.3万股 | $1,092.5万 | 14.7万股 | -2.4万股-16.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.92% | 0.85% | $813.4万 | 6.2万股 | $799.9万 | 6.6万股 | -4,429股-6.70% | 减仓 |
| IiShares安硕信托IVW |
| 0.92% | 0.28% | $806.5万 | 11.8万股 | $262.6万 | 3.7万股 | +8.1万股+216.42% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.86% | 1.54% | $752.6万 | 7.2万股 | $1,452.3万 | 13.3万股 | -6.2万股-46.23% | 减仓 |
 NETFLIXNFLX |
| 0.74% | 0.83% | $651.4万 | 1.7万股 | $787.3万 | 1.8万股 | -622股-3.48% | 减仓 |
 博通AVGO |
| 0.7% | 0.82% | $615.8万 | 7,414股 | $774.7万 | 8,931股 | -1,517股-16.99% | 减仓 |
 联合健康UNH |
| 0.69% | 0.81% | $610.4万 | 1.2万股 | $763.4万 | 1.6万股 | -3,778股-23.78% | 减仓 |
 艾伯维ABBV |
| 0.64% | 0.61% | $566.3万 | 3.8万股 | $578.5万 | 4.3万股 | -4,952股-11.53% | 减仓 |
| IiShares安硕信托LQD |
| 0.63% | 0.2% | $558.2万 | 5.5万股 | $189.5万 | 1.8万股 | +3.7万股+212.18% | 加仓 |
 ServiceNowNOW |
| 0.63% | 0.59% | $554.2万 | 9,915股 | $553.8万 | 9,854股 | +61股+0.62% | 加仓 |
 礼来LLY |
| 0.6% | 0.48% | $528.3万 | 9,836股 | $456.1万 | 9,725股 | +111股+1.14% | 加仓 |
| IiShares安硕信托GVI |
| 0.59% | 0.56% | $521.4万 | 5.1万股 | $526.3万 | 5.1万股 | +98股+0.19% | 加仓 |
 ADOBE COMADBE |
| 0.59% | 0.53% | $518.1万 | 1.0万股 | $504.5万 | 1.0万股 | -157股-1.52% | 减仓 |
 默沙东MRK |
| 0.56% | 0.63% | $493.4万 | 4.8万股 | $591.7万 | 5.1万股 | -3,346股-6.53% | 减仓 |
 VisaV |
| 0.56% | 0.61% | $492.0万 | 2.1万股 | $575.2万 | 2.4万股 | -2,828股-11.68% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.55% | 0.59% | $486.3万 | 29.3万股 | $558.9万 | 32.5万股 | -3.1万股-9.64% | 减仓 |
 宝洁PG |
| 0.54% | 0.54% | $474.4万 | 3.3万股 | $513.7万 | 3.4万股 | -1,328股-3.92% | 减仓 |
 百事可乐PEP |
| 0.52% | 0.57% | $460.0万 | 2.7万股 | $541.4万 | 2.9万股 | -2,080股-7.12% | 减仓 |
 万事达MA |
| 0.51% | 0.53% | $448.7万 | 1.1万股 | $499.1万 | 1.3万股 | -1,356股-10.69% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.5% | 0.52% | $442.0万 | 6.4万股 | $494.8万 | 6.8万股 | -4,148股-6.12% | 减仓 |
 赛富时CRM |
| 0.48% | 0.47% | $418.8万 | 2.1万股 | $440.2万 | 2.1万股 | -187股-0.90% | 减仓 |
 威瑞森VZ |
| 0.46% | 0.46% | $405.0万 | 12.5万股 | $431.7万 | 11.6万股 | +8,892股+7.66% | 加仓 |
| MMANAGED PORTFOLIO SERIES |
| 0.46% | 0.45% | $402.5万 | 16.5万股 | $429.5万 | 17.4万股 | -9,605股-5.51% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.45% | 0.48% | $398.2万 | 1.1万股 | $454.9万 | 1.3万股 | -1,972股-14.78% | 减仓 |
 伊顿ETN |
| 0.45% | 0.41% | $397.6万 | 1.9万股 | $388.6万 | 1.9万股 | -683股-3.53% | 减仓 |
 思科CSCO |
| 0.45% | 0.46% | $397.1万 | 7.4万股 | $430.6万 | 8.3万股 | -9,356股-11.24% | 减仓 |
 ONEOKOKE |
| 0.45% | 0.11% | $396.3万 | 6.2万股 | $108.0万 | 1.7万股 | +4.5万股+257.21% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.45% | 0.4% | $395.7万 | 2.9万股 | $374.8万 | 2.9万股 | -400股-1.37% | 减仓 |
 雅培ABT |
| 0.44% | 0.69% | $385.4万 | 4.0万股 | $649.7万 | 6.0万股 | -2.0万股-33.23% | 减仓 |
| BBANK OF AMERBAC |
| 0.43% | 0.47% | $380.3万 | 13.9万股 | $446.2万 | 15.6万股 | -1.7万股-10.71% | 减仓 |
