| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 5.06% | 4.68% | $1,244.2万 | 36.8万股 | $1,010.1万 | 34.7万股 | +2.1万股+6.04% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 4.94% | 4.63% | $1,215.4万 | 34.9万股 | $998.2万 | 32.7万股 | +2.2万股+6.69% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 3.78% | 3.88% | $929.5万 | 8.9万股 | $836.4万 | 8.6万股 | +3,373股+3.92% | 加仓 |
 卡特彼勒CAT |
| 3.12% | 2.37% | $767.9万 | 7,211股 | $510.9万 | 7,211股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 3.1% | 3.39% | $763.4万 | 18.4万股 | $731.6万 | 17.2万股 | +1.2万股+7.18% | 加仓 |
| C资本集团股息价值CCBG |
| 2.93% | 2.91% | $721.3万 | 14.6万股 | $627.0万 | 14.4万股 | +1,666股+1.15% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.88% | 2.86% | $709.0万 | 9,495股 | $617.9万 | 9,501股 | -6股-0.06% | 减仓 |
 强生JNJ |
| 2.67% | 2.94% | $658.2万 | 2.6万股 | $633.5万 | 2.6万股 | +3股+0.01% | 加仓 |
 苹果AAPL |
| 2.44% | 2.44% | $600.5万 | 2.1万股 | $527.4万 | 2.1万股 | -31股-0.15% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.41% | 2.41% | $593.1万 | 8,433股 | $520.6万 | 8,441股 | -8股-0.09% | 减仓 |
 沃尔玛WMT |
| 2.34% | 2.94% | $577.1万 | 5.1万股 | $633.7万 | 5.1万股 | -38股-0.07% | 减仓 |
| IiShares安硕信托DVY |
| 2.22% | 2.39% | $547.1万 | 3.5万股 | $516.7万 | 3.4万股 | +879股+2.58% | 加仓 |
 家得宝HD |
| 2.14% | 2.27% | $527.5万 | 1.5万股 | $490.5万 | 1.5万股 | +45股+0.30% | 加仓 |
 微软MSFT |
| 2.04% | 2.31% | $503.0万 | 1.3万股 | $497.7万 | 1.3万股 | +40股+0.30% | 加仓 |
 礼来LLY |
| 1.83% | 1.6% | $449.8万 | 3,750股 | $344.9万 | 3,750股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.71% | 1.13% | $421.6万 | 2.9万股 | $243.7万 | 1.7万股 | +1.2万股+70.41% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.52% | 1.66% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.48% | 1.58% | $364.8万 | 4.5万股 | $341.6万 | 4.5万股 | -24股-0.05% | 减仓 |
| FFIRST TRUST STOXX EUROPEAN SELECT DIVIDENDINDEX FUNDFDD |
| 1.28% | 1.14% | $314.3万 | 16.9万股 | $246.6万 | 13.8万股 | +3.1万股+22.36% | 加仓 |
 南方电力SO |
| 1.23% | 1.41% | $302.7万 | 3.2万股 | $303.8万 | 3.1万股 | +149股+0.47% | 加仓 |
 德州仪器TXN |
| 1.22% | 0.91% | $300.0万 | 1.0万股 | $195.4万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.21% | 1.2% | $297.0万 | 3,966股 | $259.5万 | 3,972股 | -6股-0.15% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.16% | 1.18% | $286.1万 | 4.8万股 | $254.9万 | 4.7万股 | +758股+1.61% | 加仓 |
 BP SPONSORED ADRBP |
| 1.15% | 1.66% | $281.9万 | 7.6万股 | $359.1万 | 7.6万股 | -107股-0.14% | 减仓 |
 杜克能源DUK |
| 1.13% | 1.34% | $278.9万 | 2.2万股 | $288.4万 | 2.2万股 | +6股+0.03% | 加仓 |
| EEQUABLE SHARES HEDGED EQUITY ETFHEDG |
| 1.13% | 1.25% | $278.8万 | 9.3万股 | $269.4万 | 9.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJK |
| 1.09% | 0.92% | $268.4万 | 2.3万股 | $199.1万 | 2.0万股 | +3,047股+15.40% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1% | 1.05% | $247.2万 | 4,941股 | $226.7万 | 4,731股 | +210股+4.44% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.99% | 0.93% | $244.4万 | 1.1万股 | $200.5万 | 1.1万股 | +475股+4.49% | 加仓 |
| S嘉信策略信托SCHD |
| 0.97% | 0.87% | $238.5万 | 7.5万股 | $188.8万 | 6.2万股 | +1.4万股+22.21% | 加仓 |
 英特尔INTC |
| 0.96% | 0.35% | $236.8万 | 1.7万股 | $74.8万 | 1.7万股 | 00.00% | 持仓不变 |
 OSHKOSHOSK |
| 0.91% | — | $223.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| S嘉信策略信托SCHM |
| 0.9% | 0.86% | $220.4万 | 6.0万股 | $185.3万 | 6.0万股 | -83股-0.14% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.86% | 0.75% | $212.9万 | 5,404股 | $161.0万 | 5,130股 | +274股+5.34% | 加仓 |
| IiShares安硕信托IJJ |
| 0.86% | 0.74% | $212.8万 | 1.4万股 | $159.1万 | 1.2万股 | +2,394股+19.94% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.82% | 0.84% | $202.7万 | 1.7万股 | $181.7万 | 1.7万股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.81% | 0.85% | $199.6万 | 1.4万股 | $182.7万 | 1.4万股 | +3股+0.02% | 加仓 |
| IiShares安硕·COREIJH |
| 0.8% | 0.81% | $197.5万 | 2.6万股 | $175.1万 | 2.6万股 | -310股-1.20% | 减仓 |
 特灵科技TT |
| 0.8% | 0.77% | $195.7万 | 3,984股 | $166.0万 | 3,984股 | 00.00% | 持仓不变 |
 卡地纳健康CAH |
| 0.76% | 0.77% | $186.5万 | 7,849股 | $165.8万 | 7,848股 | +1股+0.01% | 加仓 |
 雪佛龙CVX |
| 0.76% | 1.08% | $185.9万 | 1.1万股 | $232.3万 | 1.1万股 | -12股-0.11% | 减仓 |
| IIBMIBM |
| 0.69% | 0.67% | $169.7万 | 6,033股 | $145.6万 | 6,005股 | +28股+0.47% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.67% | 0.69% | $165.5万 | 2.3万股 | $149.5万 | 2.3万股 | -107股-0.46% | 减仓 |
 亚马逊AMZN |
| 0.66% | 0.64% | $161.3万 | 6,766股 | $137.9万 | 6,623股 | +143股+2.16% | 加仓 |
| IiShares安硕信托IVW |
| 0.65% | 0.61% | $158.8万 | 1.2万股 | $130.6万 | 1.2万股 | +1股+0.01% | 加仓 |
| S嘉信·USSCHA |
| 0.63% | 0.58% | $155.8万 | 4.3万股 | $125.2万 | 4.3万股 | +83股+0.19% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.63% | 0.74% | $155.3万 | 3.5万股 | $160.4万 | 3.6万股 | -1,107股-3.09% | 减仓 |
| V先锋领航指数基金VOO |
| 0.63% | 0.56% | $154.8万 | 2,103股 | $121.4万 | 2,103股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.59% | 0.58% | $145.0万 | 2.5万股 | $124.4万 | 2.6万股 | -83股-0.33% | 减仓 |
| F第一信托·USTFVD |
| 0.58% | 0.5% | $143.3万 | 3.0万股 | $108.4万 | 2.3万股 | +6,700股+29.08% | 加仓 |
