| SSPDR标普500 ETFSPY |
| 30.76% | 30.27% | $2.98亿 | 62.8万股 | $2.65亿 | 61.8万股 | +1.0万股+1.65% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 14.45% | 14.77% | $1.40亿 | 27.1万股 | $1.29亿 | 26.9万股 | +1,649股+0.61% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 6.57% | 6.98% | $6,371.9万 | 75.2万股 | $6,112.3万 | 74.6万股 | +6,350股+0.85% | 加仓 |
| S嘉信策略信托SCHM |
| 6.47% | 6.69% | $6,270.4万 | 78.0万股 | $5,855.8万 | 76.4万股 | +1.6万股+2.06% | 加仓 |
 苹果AAPL |
| 5.43% | 4.77% | $5,266.7万 | 29.7万股 | $4,180.4万 | 29.5万股 | +1,164股+0.39% | 加仓 |
| S嘉信策略信托SCHD |
| 4.23% | 3.78% | $4,102.8万 | 50.8万股 | $3,307.5万 | 44.6万股 | +6.2万股+13.93% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.94% | 3.08% | $2,847.1万 | 25.4万股 | $2,694.9万 | 26.1万股 | -6,796股-2.61% | 减仓 |
 EOG资源EOG |
| 1.99% | 2.01% | $1,933.4万 | 21.8万股 | $1,755.9万 | 21.9万股 | -1,102股-0.50% | 减仓 |
| PPIONEER NAT RES COPXD |
| 1.53% | 1.53% | $1,479.4万 | 8.1万股 | $1,341.7万 | 8.1万股 | +760股+0.94% | 加仓 |
 埃克森美孚XOM |
| 1.46% | 1.6% | $1,418.7万 | 23.2万股 | $1,403.5万 | 23.9万股 | -6,754股-2.83% | 减仓 |
 微软MSFT |
| 1.27% | 1.16% | $1,229.1万 | 3.7万股 | $1,012.4万 | 3.6万股 | +635股+1.77% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.22% | 1.13% | $1,187.2万 | 16.4万股 | $988.7万 | 15.4万股 | +9,380股+6.07% | 加仓 |
 摩根大通JPM |
| 1.21% | 1.38% | $1,169.8万 | 7.4万股 | $1,204.2万 | 7.4万股 | +305股+0.41% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.14% | 1.21% | $1,103.2万 | 6.6万股 | $1,063.8万 | 6.6万股 | +45股+0.07% | 加仓 |
 家得宝HD |
| 0.78% | 0.68% | $759.4万 | 1.8万股 | $594.8万 | 1.8万股 | +178股+0.98% | 加仓 |
| V先锋领航·SMALLVBR |
| 0.76% | 0.77% | $737.2万 | 4.1万股 | $672.4万 | 4.0万股 | +1,494股+3.76% | 加仓 |
 雪佛龙CVX |
| 0.73% | 0.71% | $709.0万 | 6.0万股 | $622.9万 | 6.1万股 | -988股-1.61% | 减仓 |
 强生JNJ |
| 0.6% | 0.6% | $578.8万 | 3.4万股 | $528.8万 | 3.3万股 | +1,093股+3.34% | 加仓 |
 森科能源SU |
| 0.59% | 0.56% | $568.9万 | 22.7万股 | $487.9万 | 23.5万股 | -7,969股-3.39% | 减仓 |
 亚马逊AMZN |
| 0.55% | 0.58% | $530.2万 | 1,590股 | $507.6万 | 1,545股 | +45股+2.91% | 加仓 |
| AAT&TT |
| 0.46% | 0.67% | $447.6万 | 18.2万股 | $590.2万 | 21.9万股 | -3.7万股-16.73% | 减仓 |
 WASTE MGMT DELWM |
| 0.43% | 0.42% | $415.2万 | 2.5万股 | $371.4万 | 2.5万股 | +10股+0.04% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 0.41% | 0.39% | $401.4万 | 8.0万股 | $341.2万 | 6.8万股 | +1.2万股+18.09% | 加仓 |
 金佰利KMB |
| 0.41% | 0.45% | $399.6万 | 2.8万股 | $392.5万 | 3.0万股 | -1,673股-5.65% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.41% | 0.45% | $397.0万 | 18.1万股 | $394.3万 | 18.2万股 | -1,384股-0.76% | 减仓 |
| UUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
| 0.4% | 0.47% | $391.6万 | 7.3万股 | $415.9万 | 7.7万股 | -3,921股-5.11% | 减仓 |
 礼来LLY |
| 0.39% | 0.35% | $375.5万 | 1.4万股 | $307.1万 | 1.3万股 | +304股+2.29% | 加仓 |
| IiShares安硕信托IWD |
| 0.36% | 0.37% | $346.7万 | 2.1万股 | $323.1万 | 2.1万股 | +4股+0.02% | 加仓 |
 宝洁PG |
| 0.29% | 0.27% | $281.0万 | 1.7万股 | $239.7万 | 1.7万股 | +37股+0.22% | 加仓 |
 辉瑞PFE |
| 0.28% | 0.22% | $276.1万 | 4.7万股 | $192.4万 | 4.5万股 | +2,009股+4.49% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.28% | 0.29% | $275.1万 | 1.2万股 | $255.2万 | 1.2万股 | +701股+6.01% | 加仓 |
 特斯拉TSLA |
| 0.25% | 0.21% | $239.6万 | 2,267股 | $187.7万 | 2,421股 | -154股-6.36% | 减仓 |
 英伟达NVDA |
| 0.25% | 0.2% | $239.4万 | 8,141股 | $177.1万 | 8,548股 | -407股-4.76% | 减仓 |
 迪尔DE |
| 0.24% | 0.25% | $233.3万 | 6,805股 | $221.1万 | 6,598股 | +207股+3.14% | 加仓 |
 默沙东MRK |
| 0.23% | 0.25% | $219.7万 | 2.9万股 | $215.5万 | 2.9万股 | -26股-0.09% | 减仓 |
 谷歌AGOOGL |
| 0.23% | 0.23% | $218.9万 | 756股 | $198.6万 | 743股 | +13股+1.75% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.22% | 0.23% | $217.5万 | 7,275股 | $201.3万 | 7,375股 | -100股-1.36% | 减仓 |
| CCENOVUS ENERGY COMCVE |
| 0.21% | 0.13% | $200.2万 | 16.3万股 | $109.7万 | 10.9万股 | +5.4万股+49.54% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.2% | 0.2% | $196.4万 | 5,406股 | $172.6万 | 5,103股 | +303股+5.94% | 加仓 |
 威瑞森VZ |
| 0.18% | 0.21% | $179.3万 | 3.5万股 | $179.7万 | 3.3万股 | +1,235股+3.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.18% | 0.17% | $176.5万 | 610股 | $153.0万 | 574股 | +36股+6.27% | 加仓 |
| N新纪元能源NEE |
| 0.18% | 0.17% | $176.4万 | 1.9万股 | $145.5万 | 1.9万股 | +365股+1.97% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.17% | 0.18% | $169.4万 | 2.8万股 | $153.4万 | 2.9万股 | -581股-2.03% | 减仓 |
| V先锋领航指数基金VBK |
| 0.17% | 0.16% | $162.2万 | 5,756股 | $140.8万 | 5,027股 | +729股+14.50% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.16% | 0.16% | $157.5万 | 1.4万股 | $140.2万 | 1.3万股 | +437股+3.24% | 加仓 |
 可口可乐KO |
| 0.16% | 0.17% | $157.0万 | 2.7万股 | $150.9万 | 2.9万股 | -2,242股-7.80% | 减仓 |
 波音BA |
| 0.16% | 0.16% | $153.7万 | 7,635股 | $143.8万 | 6,540股 | +1,095股+16.74% | 加仓 |
 万豪MAR |
| 0.16% | 0.16% | $153.1万 | 9,267股 | $137.2万 | 9,267股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.15% | 0.16% | $148.3万 | 6,143股 | $135.8万 | 6,116股 | +27股+0.44% | 加仓 |
 百事可乐PEP |
| 0.15% | 0.15% | $147.9万 | 8,515股 | $128.1万 | 8,515股 | 00.00% | 持仓不变 |
