| SSPDR标普500 ETFSPY |
| 15.81% | 16.27% | $1.80亿 | 47.0万股 | $1.71亿 | 48.0万股 | -9,575股-2.00% | 减仓 |
 HCA医疗HCA |
| 6.49% | 5.3% | $7,377.6万 | 30.7万股 | $5,584.6万 | 30.4万股 | +3,592股+1.18% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 5.87% | 5.63% | $6,682.3万 | 101.8万股 | $5,932.3万 | 105.9万股 | -4.1万股-3.88% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 5.74% | 6.54% | $6,528.3万 | 132.5万股 | $6,888.7万 | 139.8万股 | -7.3万股-5.25% | 减仓 |
| V先锋领航指数基金VTV |
| 4.37% | 4.13% | $4,976.6万 | 35.5万股 | $4,352.2万 | 35.2万股 | +2,068股+0.59% | 加仓 |
| V先锋领航·MIDVO |
| 3.45% | 3.53% | $3,926.3万 | 19.3万股 | $3,713.3万 | 19.8万股 | -4,892股-2.48% | 减仓 |
| V先锋领航指数基金VB |
| 3.16% | 3.32% | $3,592.2万 | 19.6万股 | $3,496.2万 | 20.5万股 | -8,844股-4.32% | 减仓 |
| I景顺QQQ信托VOO |
| 2.97% | 3% | $3,380.2万 | 12.7万股 | $3,155.2万 | 11.8万股 | +8,883股+7.52% | 加仓 |
| IiShares安硕信托AGG |
| 2.82% | 3.36% | $3,212.6万 | 33.1万股 | $3,534.3万 | 36.7万股 | -3.6万股-9.71% | 减仓 |
| V先锋领航指数基金VUG |
| 2.81% | 3.14% | $3,195.3万 | 15.0万股 | $3,303.2万 | 15.4万股 | -4,455股-2.89% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.8% | 3.08% | $3,188.6万 | 64.0万股 | $3,239.0万 | 65.7万股 | -1.7万股-2.62% | 减仓 |
 苹果AAPL |
| 2.58% | 2.98% | $2,935.0万 | 22.6万股 | $3,143.9万 | 22.7万股 | -1,594股-0.70% | 减仓 |
| IiShares安硕信托IVV |
| 2.07% | 2.12% | $2,358.1万 | 6.1万股 | $2,234.6万 | 6.2万股 | -930股-1.49% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.71% | 1.81% | $1,947.2万 | 50.0万股 | $1,903.8万 | 52.2万股 | -2.2万股-4.25% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.68% | 1.95% | $1,913.0万 | 39.7万股 | $2,049.9万 | 42.5万股 | -2.8万股-6.64% | 减仓 |
| IInnovator ETF信托BOCT |
| 1.67% | 0.2% | $1,897.4万 | 59.7万股 | $213.0万 | 7.1万股 | +52.6万股+738.66% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.31% | 0.9% | $1,495.3万 | 35.6万股 | $948.2万 | 26.1万股 | +9.5万股+36.61% | 加仓 |
 微软MSFT |
| 1.24% | 1.34% | $1,411.3万 | 5.9万股 | $1,406.9万 | 6.0万股 | -1,560股-2.58% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.77% | 0.21% | $880.1万 | 10.4万股 | $218.6万 | 2.8万股 | +7.6万股+269.15% | 加仓 |
| V先锋领航指数基金VOO |
| 0.67% | 0.76% | $765.5万 | 2.2万股 | $795.8万 | 2.4万股 | -2,452股-10.12% | 减仓 |
| I景顺交易所交易基金信托PWV |
| 0.65% | 0.64% | $733.9万 | 15.6万股 | $672.8万 | 16.2万股 | -5,589股-3.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.54% | $653.2万 | 2.1万股 | $566.2万 | 2.1万股 | -61股-0.29% | 减仓 |
 亚马逊AMZN |
| 0.56% | 1.1% | $635.2万 | 7.6万股 | $1,158.2万 | 10.2万股 | -2.7万股-26.22% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.53% | 0.52% | $607.0万 | 4.9万股 | $552.2万 | 5.0万股 | -1,011股-2.04% | 减仓 |
 强生JNJ |
| 0.53% | 0.53% | $605.2万 | 3.4万股 | $560.2万 | 3.4万股 | -29股-0.08% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.5% | 0.48% | $574.1万 | 3.8万股 | $503.1万 | 3.7万股 | +587股+1.58% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.49% | 0.6% | $561.2万 | 7.6万股 | $631.1万 | 7.8万股 | -1,360股-1.75% | 减仓 |
| IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB |
| 0.48% | 0.53% | $551.7万 | 9.2万股 | $560.2万 | 9.8万股 | -6,020股-6.12% | 减仓 |
 摩根大通JPM |
| 0.47% | 0.38% | $535.2万 | 4.0万股 | $400.8万 | 3.8万股 | +1,561股+4.07% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.42% | 0.04% | $479.8万 | 10.7万股 | $42.8万 | 1.0万股 | +9.7万股+950.29% | 加仓 |
| IInnovator ETF信托PNOV |
| 0.42% | 0.01% | $473.6万 | 15.7万股 | $13.7万 | 4,885股 | +15.2万股+3,111.59% | 加仓 |
 谷歌AGOOGL |
| 0.4% | 0.46% | $454.2万 | 5.1万股 | $488.4万 | 5.1万股 | +414股+0.81% | 加仓 |
| IiShares安硕信托EFG |
| 0.39% | 0.08% | $439.1万 | 5.2万股 | $88.4万 | 1.2万股 | +4.0万股+330.50% | 加仓 |
 可口可乐KO |
| 0.38% | 0.37% | $427.7万 | 6.7万股 | $392.0万 | 7.0万股 | -2,748股-3.93% | 减仓 |
| CCORCEPT THERAPEUTICSCORT |
| 0.37% | 0.51% | $424.1万 | 20.9万股 | $535.4万 | 20.9万股 | 00.00% | 持仓不变 |
 AERCAP SHSAER |
| 0.35% | 0.27% | $393.4万 | 6.7万股 | $285.5万 | 6.7万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 0.34% | 0.35% | $390.0万 | 8.6万股 | $368.4万 | 8.7万股 | -626股-0.72% | 减仓 |
| CCASTLE BIOSCIENCESCSTL |
| 0.34% | 0.41% | $388.2万 | 16.5万股 | $429.7万 | 16.5万股 | +146股+0.09% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.32% | 0.2% | $362.8万 | 3.2万股 | $207.5万 | 2.0万股 | +1.2万股+59.46% | 加仓 |
 默沙东MRK |
| 0.3% | 0.25% | $337.9万 | 3.0万股 | $262.7万 | 3.1万股 | -49股-0.16% | 减仓 |
 卡特彼勒CAT |
| 0.29% | 0.21% | $328.3万 | 1.4万股 | $225.6万 | 1.4万股 | -48股-0.35% | 减仓 |
| IiShares安硕信托IEI |
| 0.29% | 0.3% | $324.8万 | 3.4万股 | $315.8万 | 3.6万股 | -1,479股-4.15% | 减仓 |
| S嘉信策略信托SCHM |
| 0.29% | 0.29% | $324.6万 | 4.9万股 | $305.9万 | 5.1万股 | -1,073股-2.12% | 减仓 |
| IiShares安硕·COREIJH |
| 0.27% | 0.13% | $308.6万 | 1.3万股 | $134.6万 | 6,138股 | +6,622股+107.89% | 加仓 |
 宝洁PG |
| 0.27% | 0.25% | $307.0万 | 2.0万股 | $259.0万 | 2.1万股 | -262股-1.28% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.27% | 0.07% | $302.6万 | 1.7万股 | $70.8万 | 4,291股 | +1.3万股+304.47% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.27% | 0.28% | $302.6万 | 2.3万股 | $294.5万 | 2.4万股 | -737股-3.12% | 减仓 |
| IiShares安硕信托USMV |
| 0.26% | 0.29% | $293.3万 | 4.1万股 | $308.8万 | 4.7万股 | -6,035股-12.92% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.25% | 0.05% | $278.8万 | 5.5万股 | $52.9万 | 1.1万股 | +4.4万股+421.35% | 加仓 |
 VisaV |
| 0.22% | 0.21% | $254.2万 | 1.2万股 | $217.0万 | 1.2万股 | +22股+0.18% | 加仓 |
