| IiShares安硕信托IWD |
| 7.55% | 7.69% | $6.60亿 | 324.0万股 | $6.29亿 | 323.6万股 | +3,839股+0.12% | 加仓 |
 GLOBAL PMTS COMGPN |
| 7.27% | 7.56% | $6.36亿 | 765.4万股 | $6.18亿 | 771.5万股 | -6.2万股-0.80% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 6.51% | 6.31% | $5.69亿 | 121.4万股 | $5.16亿 | 121.5万股 | -461股-0.04% | 减仓 |
 可口可乐KO |
| 5.74% | 6.62% | $5.02亿 | 756.4万股 | $5.41亿 | 764.1万股 | -7.7万股-1.00% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.43% | 3.31% | $3.00亿 | 45.0万股 | $2.70亿 | 43.7万股 | +1.3万股+2.88% | 加仓 |
| SSYNOVUS FINL |
| 2.98% | 3.37% | $2.61亿 | 530.9万股 | $2.75亿 | 531.4万股 | -5,522股-0.10% | 减仓 |
 苹果AAPL |
| 2.45% | 2.13% | $2.14亿 | 84.0万股 | $1.74亿 | 84.7万股 | -7,524股-0.89% | 减仓 |
 微软MSFT |
| 2.19% | 2.16% | $1.91亿 | 36.9万股 | $1.76亿 | 35.4万股 | +1.5万股+4.24% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.06% | 2.08% | $1.80亿 | 300.9万股 | $1.70亿 | 298.8万股 | +2.0万股+0.68% | 加仓 |
 英伟达NVDA |
| 2.02% | 1.85% | $1.76亿 | 94.5万股 | $1.51亿 | 95.8万股 | -1.3万股-1.39% | 减仓 |
 南方电力SO |
| 1.83% | 1.9% | $1.60亿 | 168.9万股 | $1.55亿 | 169.1万股 | -2,467股-0.15% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.65% | 1.66% | $1.44亿 | 74.3万股 | $1.35亿 | 74.1万股 | +2,175股+0.29% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.62% | 1.53% | $1.41亿 | 58.4万股 | $1.25亿 | 57.8万股 | +6,061股+1.05% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.48% | 1.39% | $1.29亿 | 68.1万股 | $1.13亿 | 62.4万股 | +5.7万股+9.11% | 加仓 |
 AFLAC COMAFL |
| 1.41% | 1.42% | $1.23亿 | 110.4万股 | $1.16亿 | 110.3万股 | +1,921股+0.17% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.24% | 1.24% | $1.08亿 | 112.2万股 | $1.02亿 | 110.5万股 | +1.7万股+1.55% | 加仓 |
 摩根大通JPM |
| 1.11% | 1.05% | $9,669.0万 | 30.6万股 | $8,544.8万 | 29.5万股 | +1.2万股+4.00% | 加仓 |
 谷歌AGOOGL |
| 1.02% | 0.78% | $8,886.6万 | 36.6万股 | $6,391.0万 | 36.3万股 | +2,906股+0.80% | 加仓 |
 亚马逊AMZN |
| 0.94% | 1% | $8,228.5万 | 37.5万股 | $8,174.0万 | 37.3万股 | +2,174股+0.58% | 加仓 |
 礼来LLY |
| 0.88% | 0.97% | $7,682.0万 | 10.1万股 | $7,956.8万 | 10.2万股 | -1,390股-1.36% | 减仓 |
 博通AVGO |
| 0.84% | 0.76% | $7,335.2万 | 22.2万股 | $6,212.4万 | 22.5万股 | -3,037股-1.35% | 减仓 |
| SSPDR黄金信托GLD |
| 0.8% | 0.73% | $6,987.5万 | 19.7万股 | $6,004.7万 | 19.7万股 | -415股-0.21% | 减仓 |
 家得宝HD |
| 0.78% | 0.73% | $6,817.5万 | 16.8万股 | $5,992.3万 | 16.3万股 | +4,813股+2.95% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 0.73% | 0.74% | $6,408.7万 | 120.4万股 | $6,030.7万 | 114.1万股 | +6.2万股+5.47% | 加仓 |
| IiShares安硕·COREIJR |
| 0.73% | 0.77% | $6,399.6万 | 53.9万股 | $6,324.4万 | 57.9万股 | -4.0万股-6.93% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 0.71% | 0.73% | $6,195.5万 | 57.7万股 | $6,000.2万 | 56.2万股 | +1.5万股+2.63% | 加仓 |
| V先锋领航指数基金VOO |
| 0.66% | 0.42% | $5,790.5万 | 9.5万股 | $3,438.3万 | 6.1万股 | +3.4万股+56.24% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.64% | 0.64% | $5,576.7万 | 123.3万股 | $5,207.4万 | 123.2万股 | +1,586股+0.13% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.6% | 0.53% | $5,271.2万 | 56.5万股 | $4,296.8万 | 48.1万股 | +8.4万股+17.45% | 加仓 |
| G通用动力VTI |
| 0.58% | 0.46% | $5,066.7万 | 15.4万股 | $3,759.2万 | 12.4万股 | +3.1万股+24.83% | 加仓 |
 甲骨文ORCL |
| 0.57% | 0.46% | $5,025.2万 | 17.9万股 | $3,719.7万 | 17.0万股 | +8,543股+5.02% | 加仓 |
 Meta平台META |
| 0.52% | 0.55% | $4,543.7万 | 6.2万股 | $4,499.3万 | 6.1万股 | +912股+1.50% | 加仓 |
 强生JNJ |
| 0.49% | 0.42% | $4,268.6万 | 23.0万股 | $3,430.2万 | 22.5万股 | +5,653股+2.52% | 加仓 |
 埃克森美孚XOM |
| 0.48% | 0.47% | $4,218.8万 | 37.4万股 | $3,820.5万 | 35.4万股 | +2.0万股+5.58% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.45% | 0.45% | $3,920.9万 | 68.7万股 | $3,697.1万 | 65.0万股 | +3.6万股+5.59% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.41% | 0.31% | $3,583.9万 | 14.7万股 | $2,523.4万 | 14.2万股 | +4,900股+3.45% | 加仓 |
 好市多COST |
| 0.41% | 0.46% | $3,559.9万 | 3.8万股 | $3,771.7万 | 3.8万股 | +359股+0.94% | 加仓 |
 雪佛龙CVX |
| 0.39% | 0.38% | $3,426.1万 | 22.1万股 | $3,124.8万 | 21.8万股 | +2,388股+1.09% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.39% | 0.42% | $3,376.4万 | 40.7万股 | $3,434.6万 | 41.5万股 | -7,520股-1.81% | 减仓 |
| HHarbor Etf Trust Commodity All-Weather StrategyHGER |
| 0.36% | 0.34% | $3,105.5万 | 120.4万股 | $2,748.1万 | 113.1万股 | +7.2万股+6.39% | 加仓 |
 洛克希德马丁LMT |
| 0.34% | 0.33% | $2,996.6万 | 6.0万股 | $2,706.4万 | 5.8万股 | +1,589股+2.72% | 加仓 |
| I景顺QQQ信托VOO |
| 0.34% | 0.34% | $2,974.3万 | 4.9万股 | $2,754.0万 | 5.0万股 | -386股-0.77% | 减仓 |
 麦当劳MCD |
| 0.34% | 0.35% | $2,961.2万 | 9.7万股 | $2,833.1万 | 9.7万股 | +478股+0.49% | 加仓 |
| IiShares安硕信托DVY |
| 0.34% | 0.33% | $2,945.4万 | 20.7万股 | $2,721.1万 | 20.5万股 | +2,385股+1.16% | 加仓 |
 VisaV |
| 0.34% | 0.37% | $2,937.3万 | 8.6万股 | $3,002.5万 | 8.5万股 | +1,475股+1.74% | 加仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 0.34% | 0.33% | $2,928.6万 | 25.6万股 | $2,710.1万 | 24.8万股 | +7,630股+3.07% | 加仓 |
 艾伯维ABBV |
| 0.33% | 0.28% | $2,893.6万 | 12.5万股 | $2,276.0万 | 12.3万股 | +2,358股+1.92% | 加仓 |
| V先锋领航全球基金VFH |
| 0.33% | 0.34% | $2,847.3万 | 21.7万股 | $2,751.3万 | 21.6万股 | +829股+0.38% | 加仓 |
 思科CSCO |
| 0.31% | 0.33% | $2,731.3万 | 39.9万股 | $2,712.9万 | 39.1万股 | +8,181股+2.09% | 加仓 |
| BBANK OF AMERBAC |
| 0.31% | 0.3% | $2,683.7万 | 52.0万股 | $2,421.9万 | 51.2万股 | +8,387股+1.64% | 加仓 |
