| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 17.1% | 16.3% | $5,465.5万 | 161.5万股 | $4,755.6万 | 163.3万股 | -1.7万股-1.07% | 减仓 |
| S嘉信策略信托SCHD |
| 16.95% | 18.11% | $5,417.6万 | 170.8万股 | $5,286.0万 | 172.3万股 | -1.4万股-0.84% | 减仓 |
| DDBX ETF信托DBEF |
| 8.38% | 8.37% | $2,677.1万 | 49.0万股 | $2,442.5万 | 49.4万股 | -4,404股-0.89% | 减仓 |
| V先锋领航·FTSEVEA |
| 8.33% | 8.31% | $2,662.6万 | 37.4万股 | $2,423.9万 | 37.8万股 | -4,560股-1.21% | 减仓 |
| J摩根大通交易所交易基金JEMA |
| 6.94% | 0.02% | $2,218.6万 | 34.7万股 | $4.4万 | 845股 | +34.6万股+41,002.01% | 加仓 |
| CCALAMOS LADDERED S&P 500 STRUCTURED ALT PROTECTION ETFCPSL |
| 6.64% | 6.91% | $2,120.8万 | 76.0万股 | $2,016.2万 | 74.0万股 | +1.9万股+2.61% | 加仓 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 6.52% | 6.75% | $2,083.2万 | 64.8万股 | $1,969.9万 | 64.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 6.27% | 5.99% | $2,004.6万 | 26.0万股 | $1,749.1万 | 25.9万股 | +963股+0.37% | 加仓 |
| IiShares安硕·COREIJR |
| 3.74% | 3.5% | $1,193.8万 | 8.0万股 | $1,021.4万 | 8.2万股 | -1,669股-2.03% | 减仓 |
 LOARLOAR |
| 2.98% | 2.45% | $951.2万 | 11.8万股 | $716.1万 | 12.5万股 | -7,000股-5.60% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 1.87% | 1.99% | $596.6万 | 10.1万股 | $579.7万 | 9.7万股 | +3,804股+3.91% | 加仓 |
 苹果AAPL |
| 1.27% | 1.23% | $405.1万 | 1.4万股 | $358.5万 | 1.4万股 | -124股-0.88% | 减仓 |
| S嘉信策略信托SCHM |
| 0.96% | 0.92% | $306.5万 | 8.3万股 | $267.9万 | 8.7万股 | -3,399股-3.93% | 减仓 |
 微软MSFT |
| 0.78% | 0.84% | $248.7万 | 6,666股 | $246.2万 | 6,650股 | +16股+0.24% | 加仓 |
| IiShares安硕信托IVW |
| 0.65% | 0.58% | $207.6万 | 1.5万股 | $170.4万 | 1.5万股 | +27股+0.18% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.54% | 0.57% | $171.3万 | 7,544股 | $166.5万 | 7,884股 | -340股-4.31% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.51% | 0.53% | $164.5万 | 1.0万股 | $153.6万 | 1.0万股 | +42股+0.41% | 加仓 |
| S嘉信策略信托SCHF |
| 0.51% | 0.56% | $164.5万 | 5.9万股 | $164.5万 | 6.6万股 | -7,062股-10.63% | 减仓 |
 杜克能源DUK |
| 0.46% | 0.54% | $147.9万 | 1.2万股 | $159.0万 | 1.2万股 | -462股-3.80% | 减仓 |
| CCALAMOS ETF TRCPSD |
| 0.43% | 0.46% | $137.1万 | 5.1万股 | $135.4万 | 5.2万股 | -873股-1.67% | 减仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.38% | 0.39% | $121.1万 | 2.6万股 | $112.7万 | 2.7万股 | -705股-2.66% | 减仓 |
 亚马逊AMZN |
| 0.37% | 0.36% | $119.2万 | 5,000股 | $104.4万 | 5,014股 | -14股-0.28% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.37% | 0.34% | $117.1万 | 7,460股 | $98.1万 | 7,092股 | +368股+5.19% | 加仓 |
| AAT&TT |
| 0.36% | 0.55% | $116.1万 | 5.6万股 | $161.9万 | 5.6万股 | +240股+0.43% | 加仓 |
 沃尔玛WMT |
| 0.34% | 0.41% | $110.0万 | 9,712股 | $120.2万 | 9,674股 | +38股+0.39% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.34% | 0.35% | $107.3万 | 3.7万股 | $101.5万 | 4.0万股 | -3,401股-8.41% | 减仓 |
 英伟达NVDA |
| 0.33% | 0.31% | $104.3万 | 5,214股 | $91.2万 | 5,229股 | -15股-0.29% | 减仓 |
| SSOUTHSTATESSBUSD |
| 0.3% | 0.3% | $95.8万 | 9,591股 | $88.2万 | 9,529股 | +62股+0.65% | 加仓 |
| BBANK OF AMERBAC |
| 0.3% | 0.28% | $94.6万 | 1.7万股 | $82.5万 | 1.7万股 | -327股-1.93% | 减仓 |
 摩根大通JPM |
| 0.28% | 0.28% | $89.6万 | 2,737股 | $80.7万 | 2,744股 | -7股-0.26% | 减仓 |
 AMGEN COMAMGN |
| 0.23% | 0.24% | $73.1万 | 2,019股 | $70.5万 | 2,004股 | +15股+0.75% | 加仓 |
| S嘉信·USSCHA |
| 0.23% | 0.21% | $72.8万 | 2.0万股 | $60.5万 | 2.1万股 | -657股-3.16% | 减仓 |
 强生JNJ |
| 0.22% | 0.24% | $69.6万 | 2,740股 | $68.6万 | 2,808股 | -68股-2.42% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.2% | 0.19% | $63.9万 | 1.8万股 | $55.8万 | 1.8万股 | +83股+0.45% | 加仓 |
| V先锋领航·MIDVO |
| 0.19% | 0.19% | $59.3万 | 7,364股 | $54.3万 | 1,889股 | +5,475股+289.84% | 加仓 |
| V先锋领航指数基金VUG |
| 0.16% | 0.19% | $51.5万 | 5,977股 | $55.8万 | 1,277股 | +4,700股+368.05% | 加仓 |
 可口可乐KO |
| 0.15% | 0.15% | $46.9万 | 5,775股 | $43.6万 | 5,735股 | +40股+0.70% | 加仓 |
 特斯拉TSLA |
| 0.14% | 0.14% | $45.6万 | 1,083股 | $40.3万 | 1,083股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.13% | 0.11% | $40.5万 | 550股 | $32.5万 | 562股 | -12股-2.14% | 减仓 |
 华纳兄弟探索WBD |
| 0.12% | 0.14% | $38.3万 | 1.4万股 | $39.4万 | 1.4万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.11% | 0.13% | $35.3万 | 1,601股 | $37.6万 | 1,593股 | +8股+0.50% | 加仓 |
 埃克森美孚XOM |
| 0.09% | 0.12% | $27.2万 | 1,992股 | $34.8万 | 2,052股 | -60股-2.92% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.08% | 0.08% | $26.8万 | 4,497股 | $24.3万 | 4,492股 | +5股+0.11% | 加仓 |
 伊顿ETN |
| 0.08% | 0.08% | $25.9万 | 606股 | $22.6万 | 630股 | -24股-3.81% | 减仓 |
 谷歌AGOOGL |
| 0.08% | 0.07% | $25.5万 | 714股 | $20.5万 | 714股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.08% | $24.4万 | 488股 | $23.4万 | 488股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.07% | 0.07% | $23.7万 | 197股 | $20.0万 | 217股 | -20股-9.22% | 减仓 |
 NETFLIXNFLX |
| 0.07% | 0.1% | $22.1万 | 3,090股 | $29.7万 | 3,090股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.06% | 0.07% | $19.8万 | 1,349股 | $19.8万 | 1,345股 | +4股+0.30% | 加仓 |
 迪尔DE |
| 0.06% | 0.06% | $19.4万 | 306股 | $17.2万 | 305股 | +1股+0.33% | 加仓 |
