| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 7.28% | 6.61% | $7,933.2万 | 273.9万股 | $6,933.3万 | 276.2万股 | -2.3万股-0.83% | 减仓 |
| S嘉信策略信托SCHD |
| 6.77% | 7.37% | $7,378.1万 | 232.7万股 | $7,727.0万 | 251.9万股 | -19.2万股-7.62% | 减仓 |
| SSPDR行业精选信托XLK |
| 6.13% | 3.82% | $6,683.0万 | 35.1万股 | $4,011.4万 | 30.2万股 | +4.9万股+16.21% | 加仓 |
 微软MSFT |
| 5.51% | 5.82% | $6,003.7万 | 16.1万股 | $6,105.8万 | 16.5万股 | -3,999股-2.42% | 减仓 |
 谷歌AGOOGL |
| 4.18% | 3.46% | $4,552.1万 | 12.7万股 | $3,633.0万 | 12.6万股 | +1,040股+0.82% | 加仓 |
 好市多COST |
| 4.17% | 4.69% | $4,545.2万 | 4.9万股 | $4,916.4万 | 4.9万股 | -753股-1.53% | 减仓 |
 万豪MAR |
| 3.31% | 3.05% | $3,606.0万 | 9.7万股 | $3,200.6万 | 9.8万股 | -552股-0.56% | 减仓 |
 沃尔玛WMT |
| 3.12% | 3.6% | $3,402.8万 | 30.0万股 | $3,772.8万 | 30.4万股 | -3,132股-1.03% | 减仓 |
| IiShares安硕信托IBTJ |
| 2.66% | 2.58% | $2,902.6万 | 134.1万股 | $2,704.4万 | 123.8万股 | +10.3万股+8.29% | 加仓 |
 亚马逊AMZN |
| 2.61% | 2.31% | $2,846.1万 | 11.9万股 | $2,420.9万 | 11.6万股 | +3,175股+2.73% | 加仓 |
 CINTAS COMCTAS |
| 2.47% | 2.63% | $2,691.4万 | 15.8万股 | $2,755.5万 | 16.3万股 | -4,669股-2.87% | 减仓 |
| IiShares安硕信托IBTI |
| 2.47% | 2.58% | $2,691.1万 | 121.6万股 | $2,703.5万 | 121.3万股 | +2,264股+0.19% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.38% | 2.61% | $2,599.5万 | 24.3万股 | $2,736.8万 | 24.7万股 | -4,224股-1.71% | 减仓 |
 艾伯维ABBV |
| 2.18% | 1.99% | $2,380.8万 | 9.5万股 | $2,084.1万 | 9.6万股 | -1,214股-1.27% | 减仓 |
| SSPDR行业精选信托XLF |
| 2.12% | 2.06% | $2,314.8万 | 43.2万股 | $2,163.1万 | 43.8万股 | -6,369股-1.45% | 减仓 |
| G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE |
| 2.12% | 2.11% | $2,309.6万 | 50.5万股 | $2,211.4万 | 51.3万股 | -7,344股-1.43% | 减仓 |
 多佛DOV |
| 2.02% | 1.94% | $2,200.7万 | 9.8万股 | $2,033.2万 | 9.8万股 | +584股+0.60% | 加仓 |
 CHUBB LIMITEDCB |
| 1.96% | 1.98% | $2,135.6万 | 6.3万股 | $2,076.1万 | 6.4万股 | -1,024股-1.61% | 减仓 |
 可口可乐KO |
| 1.76% | 1.74% | $1,921.7万 | 23.6万股 | $1,820.9万 | 23.9万股 | -2,980股-1.24% | 减仓 |
| IiShares安硕信托IBTH |
| 1.54% | 1.59% | $1,676.9万 | 75.0万股 | $1,672.7万 | 74.6万股 | +3,880股+0.52% | 加仓 |
| IiShares安硕信托USMV |
| 1.52% | 1.54% | $1,655.6万 | 17.2万股 | $1,617.3万 | 17.4万股 | -2,750股-1.58% | 减仓 |
 嘉信理财SCHW |
| 1.49% | 1.58% | $1,621.5万 | 17.6万股 | $1,657.8万 | 17.6万股 | -663股-0.38% | 减仓 |
 强生JNJ |
| 1.42% | 1.42% | $1,544.4万 | 6.1万股 | $1,486.5万 | 6.1万股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.26% | 1.46% | $1,368.8万 | 8.6万股 | $1,532.7万 | 10.5万股 | -1.8万股-17.48% | 减仓 |
 AMGEN COMAMGN |
| 1.21% | 1.23% | $1,320.5万 | 3.6万股 | $1,290.2万 | 3.7万股 | -201股-0.55% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 1.14% | 1.03% | $1,247.2万 | 5.7万股 | $1,079.9万 | 5.6万股 | +534股+0.95% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.11% | 1.13% | $1,207.2万 | 12.5万股 | $1,187.4万 | 12.7万股 | -2,632股-2.07% | 减仓 |
| DDOUBLELINE ETF TRUSTDABS |
| 1.09% | 1.08% | $1,190.1万 | 23.5万股 | $1,131.4万 | 22.3万股 | +1.2万股+5.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.06% | 1.09% | $1,154.3万 | 2.3万股 | $1,146.5万 | 2.4万股 | -857股-3.58% | 减仓 |
| IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG |
| 1.01% | 1.06% | $1,100.8万 | 48.1万股 | $1,109.6万 | 48.4万股 | -3,293股-0.68% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.99% | 1.18% | $1,083.8万 | 8.2万股 | $1,233.9万 | 9.1万股 | -8,295股-9.15% | 减仓 |
 英伟达NVDA |
| 0.92% | 0.83% | $1,005.2万 | 5.0万股 | $875.3万 | 5.0万股 | +46股+0.09% | 加仓 |
| IiShares安硕信托DVY |
| 0.88% | 0.89% | $954.5万 | 6.1万股 | $935.7万 | 6.2万股 | -731股-1.18% | 减仓 |
 汽车地带AZO |
| 0.84% | 0.97% | $919.5万 | 2,877股 | $1,021.1万 | 3,023股 | -146股-4.83% | 减仓 |
 台积电TSM |
| 0.83% | 0.27% | $906.0万 | 1.9万股 | $278.6万 | 8,244股 | +1.1万股+130.12% | 加仓 |
 宣伟SHW |
| 0.8% | 0.81% | $875.5万 | 2.5万股 | $852.1万 | 2.7万股 | -1,155股-4.34% | 减仓 |
| IiShares安硕信托MTUM |
| 0.8% | 0.03% | $868.6万 | 2.5万股 | $26.9万 | 1,120股 | +2.4万股+2,162.05% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.78% | 0.76% | $847.5万 | 7.2万股 | $793.9万 | 7.3万股 | -587股-0.81% | 减仓 |
 WASTE MGMT DELWM |
| 0.69% | 0.75% | $751.9万 | 3.4万股 | $784.0万 | 3.4万股 | -384股-1.13% | 减仓 |
 PAYCHEX COMPAYX |
| 0.67% | 0.76% | $729.8万 | 7.4万股 | $800.5万 | 8.7万股 | -1.3万股-14.58% | 减仓 |
 苹果AAPL |
| 0.61% | 0.61% | $662.6万 | 2.3万股 | $643.6万 | 2.5万股 | -2,459股-9.70% | 减仓 |
 财捷INTU |
| 0.6% | 1.52% | $655.3万 | 2.5万股 | $1,597.0万 | 3.7万股 | -1.2万股-32.02% | 减仓 |
 迪尔DE |
| 0.6% | 0.55% | $650.7万 | 1.0万股 | $577.8万 | 1.0万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.58% | 0.58% | $633.3万 | 7.2万股 | $604.1万 | 6.5万股 | +7,119股+10.95% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.57% | 0.56% | $616.6万 | 19.3万股 | $584.5万 | 17.4万股 | +1.9万股+10.62% | 加仓 |
 家得宝HD |
| 0.53% | 0.53% | $580.3万 | 1.6万股 | $557.8万 | 1.7万股 | -505股-2.98% | 减仓 |
 宝洁PG |
| 0.51% | 0.56% | $554.7万 | 3.8万股 | $583.8万 | 4.0万股 | -2,588股-6.40% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.48% | 0.44% | $521.8万 | 2.2万股 | $461.3万 | 2.0万股 | +2,207股+11.16% | 加仓 |
 默沙东MRK |
| 0.47% | 0.46% | $512.4万 | 4.0万股 | $483.0万 | 4.0万股 | -280股-0.70% | 减仓 |
 ATMOS ENERGYATO |
| 0.45% | 0.48% | $485.5万 | 2.8万股 | $503.8万 | 2.7万股 | +908股+3.33% | 加仓 |
