| S嘉信策略信托SCHD |
| 16.91% | 18.21% | $1.68亿 | 531.3万股 | $1.58亿 | 515.7万股 | +15.6万股+3.03% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 15.29% | 14.87% | $1.52亿 | 525.8万股 | $1.29亿 | 514.7万股 | +11.2万股+2.17% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 12.67% | 12.05% | $1.26亿 | 372.8万股 | $1.05亿 | 359.5万股 | +13.3万股+3.70% | 加仓 |
| S道富SPMD |
| 5.81% | 5.55% | $5,786.0万 | 85.6万股 | $4,822.7万 | 81.4万股 | +4.2万股+5.16% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 3.78% | 4.39% | $3,768.2万 | 129.9万股 | $3,817.3万 | 130.8万股 | -9,269股-0.71% | 减仓 |
| S嘉信策略信托SCHF |
| 3.11% | 3.06% | $3,097.1万 | 111.8万股 | $2,658.8万 | 107.4万股 | +4.4万股+4.08% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.08% | 3.11% | $3,068.0万 | 31.8万股 | $2,698.7万 | 30.4万股 | +1.4万股+4.57% | 加仓 |
| AAvantis·U SAVUV |
| 2.82% | 1.91% | $2,805.7万 | 22.5万股 | $1,661.8万 | 15.0万股 | +7.4万股+49.50% | 加仓 |
| S嘉信策略信托SCHC |
| 2.02% | 1.93% | $2,013.2万 | 38.2万股 | $1,674.7万 | 34.2万股 | +3.9万股+11.49% | 加仓 |
 苹果AAPL |
| 1.99% | 2.01% | $1,986.5万 | 6.9万股 | $1,745.6万 | 6.9万股 | -127股-0.18% | 减仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.92% | 1.91% | $1,908.3万 | 48.1万股 | $1,657.1万 | 43.3万股 | +4.8万股+11.03% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.8% | 1.87% | $1,793.6万 | 7.6万股 | $1,628.6万 | 7.6万股 | +70股+0.09% | 加仓 |
| S嘉信策略信托SCHM |
| 1.75% | 1.72% | $1,743.8万 | 47.3万股 | $1,496.9万 | 48.3万股 | -1.1万股-2.18% | 减仓 |
| S嘉信·USSCHA |
| 1.74% | 1.56% | $1,733.4万 | 48.0万股 | $1,353.3万 | 46.5万股 | +1.4万股+3.10% | 加仓 |
| PPacer基金信托CALF |
| 1.27% | 1.96% | $1,265.8万 | 25.0万股 | $1,706.0万 | 38.0万股 | -13.0万股-34.22% | 减仓 |
 微软MSFT |
| 1% | 1.06% | $998.4万 | 2.7万股 | $921.6万 | 2.5万股 | +1,869股+7.51% | 加仓 |
 亚马逊AMZN |
| 0.82% | 0.75% | $820.2万 | 3.4万股 | $655.8万 | 3.1万股 | +2,924股+9.29% | 加仓 |
 卡特彼勒CAT |
| 0.55% | 0.42% | $544.4万 | 5,112股 | $361.1万 | 5,097股 | +15股+0.29% | 加仓 |
 英伟达NVDA |
| 0.53% | 0.5% | $527.2万 | 2.6万股 | $432.2万 | 2.5万股 | +1,567股+6.32% | 加仓 |
 UNUMUNM |
| 0.53% | 0.49% | $522.9万 | 5.8万股 | $425.3万 | 5.8万股 | +262股+0.45% | 加仓 |
 谷歌AGOOGL |
| 0.46% | 0.42% | $454.7万 | 1.3万股 | $361.9万 | 1.3万股 | +139股+1.10% | 加仓 |
| V先锋领航指数基金VUG |
| 0.41% | 0.4% | $409.3万 | 4.8万股 | $348.1万 | 7,969股 | +4.0万股+496.21% | 加仓 |
| IiShares安硕信托IVV |
| 0.37% | 0.36% | $370.9万 | 4,953股 | $309.7万 | 4,741股 | +212股+4.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.32% | $364.4万 | 1.0万股 | $276.0万 | 9,622股 | +691股+7.18% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.36% | 0.35% | $355.5万 | 9.3万股 | $302.8万 | 9.3万股 | +49股+0.05% | 加仓 |
 摩根大通JPM |
| 0.35% | 0.36% | $350.0万 | 1.1万股 | $310.5万 | 1.1万股 | +138股+1.31% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.32% | 0.34% | $321.6万 | 1.0万股 | $293.2万 | 1.0万股 | +8股+0.08% | 加仓 |
| IiShares安硕信托USMV |
| 0.3% | 0.44% | $303.0万 | 3.1万股 | $382.4万 | 4.1万股 | -9,824股-23.83% | 减仓 |
| J摩根大通交易所交易基金JPUS |
| 0.29% | 0.33% | $288.0万 | 2.1万股 | $283.9万 | 2.2万股 | -1,265股-5.80% | 减仓 |
| SSPDR道富系列信托TFI |
| 0.29% | 0.39% | $287.6万 | 6.3万股 | $340.5万 | 7.5万股 | -1.2万股-16.36% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.28% | 0.23% | $280.9万 | 4.4万股 | $197.1万 | 4.4万股 | 00.00% | 持仓不变 |
| SSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETFFNDB |
| 0.27% | 0.28% | $270.2万 | 8.9万股 | $246.1万 | 9.0万股 | -1,785股-1.97% | 减仓 |
 礼来LLY |
| 0.27% | 0.22% | $264.0万 | 2,201股 | $193.5万 | 2,104股 | +97股+4.61% | 加仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.26% | 0.17% | $258.5万 | 9.1万股 | $150.9万 | 5.7万股 | +3.4万股+58.64% | 加仓 |
 特斯拉TSLA |
| 0.25% | 0.25% | $248.3万 | 5,904股 | $217.6万 | 5,853股 | +51股+0.87% | 加仓 |
 VisaV |
| 0.25% | 0.21% | $248.1万 | 7,233股 | $184.1万 | 6,090股 | +1,143股+18.77% | 加仓 |
 艾伯维ABBV |
| 0.24% | 0.23% | $237.1万 | 9,421股 | $204.1万 | 9,385股 | +36股+0.38% | 加仓 |
 家得宝HD |
| 0.24% | 0.25% | $236.6万 | 6,710股 | $219.3万 | 6,668股 | +42股+0.63% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.24% | 0.26% | $236.6万 | 2.3万股 | $222.2万 | 2.3万股 | -220股-0.96% | 减仓 |
| I景顺QQQ信托VOO |
| 0.23% | 0.21% | $234.0万 | 3,178股 | $183.5万 | 3,179股 | -1股-0.03% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.23% | 0.25% | $229.9万 | 5.7万股 | $218.0万 | 6.0万股 | -3,035股-5.09% | 减仓 |
 SERVISFIRST BANCSHARESSFBS |
| 0.22% | 0.23% | $221.8万 | 2.6万股 | $199.1万 | 2.7万股 | -1,769股-6.47% | 减仓 |
 思科CSCO |
| 0.21% | 0.16% | $213.9万 | 1.8万股 | $138.8万 | 1.8万股 | +315股+1.76% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.21% | 0.21% | $213.8万 | 1.7万股 | $183.7万 | 4,309股 | +1.3万股+299.63% | 加仓 |
 Meta平台META |
| 0.21% | 0.13% | $211.6万 | 3,756股 | $115.4万 | 2,017股 | +1,739股+86.22% | 加仓 |
| I景顺·S&PSPHQ |
| 0.2% | 0.19% | $202.5万 | 2.2万股 | $169.0万 | 2.2万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.2% | 0.24% | $195.0万 | 1.7万股 | $211.0万 | 1.7万股 | +243股+1.43% | 加仓 |
 南方电力SO |
| 0.19% | 0.23% | $192.5万 | 2.0万股 | $198.2万 | 2.1万股 | -424股-2.06% | 减仓 |
| V先锋领航指数基金VOO |
| 0.19% | 0.19% | $188.9万 | 2,751股 | $162.4万 | 2,718股 | +33股+1.21% | 加仓 |
 美光科技MU |
| 0.18% | 0.11% | $182.3万 | 1,579股 | $95.7万 | 2,832股 | -1,253股-44.24% | 减仓 |
