| IiShares安硕·RUSSELLIWB |
| 21.16% | 21.14% | $7,529.5万 | 36.2万股 | $7,718.7万 | 36.8万股 | -5,407股-1.47% | 减仓 |
| IiShares安硕信托IVV |
| 14.23% | 14.13% | $5,063.2万 | 13.4万股 | $5,159.6万 | 13.5万股 | -1,259股-0.93% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 12.52% | 12.25% | $4,456.0万 | 31.1万股 | $4,472.0万 | 31.1万股 | -74股-0.02% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 12.2% | 11.99% | $4,342.1万 | 32.3万股 | $4,379.1万 | 32.4万股 | -586股-0.18% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 7.72% | 7.73% | $2,747.0万 | 12.6万股 | $2,821.2万 | 12.7万股 | -1,053股-0.83% | 减仓 |
| IiShares安硕信托HDV |
| 6% | 5.89% | $2,135.1万 | 21.3万股 | $2,149.3万 | 21.5万股 | -2,721股-1.26% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 5.12% | 4.98% | $1,820.4万 | 30.9万股 | $1,817.3万 | 30.9万股 | +170股+0.05% | 加仓 |
| IiShares安硕信托SVAL |
| 3.63% | 3.57% | $1,291.9万 | 48.4万股 | $1,301.9万 | 48.4万股 | -217股-0.04% | 减仓 |
| IiShares安硕信托ICSH |
| 2.82% | 2.75% | $1,004.2万 | 20.1万股 | $1,003.4万 | 20.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.77% | 1.74% | $629.2万 | 1.7万股 | $635.1万 | 1.7万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 1.15% | 1.21% | $408.0万 | 1.5万股 | $442.4万 | 1.5万股 | -898股-5.81% | 减仓 |
 苹果AAPL |
| 0.93% | 0.98% | $332.5万 | 2.4万股 | $356.9万 | 2.4万股 | -144股-0.59% | 减仓 |
 家得宝HD |
| 0.82% | 0.83% | $291.5万 | 1.1万股 | $303.0万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.78% | 0.77% | $277.5万 | 1.6万股 | $280.9万 | 1.6万股 | +5股+0.03% | 加仓 |
 埃森哲ACN |
| 0.7% | 0.67% | $248.7万 | 8,957股 | $244.3万 | 8,927股 | +30股+0.34% | 加仓 |
 微软MSFT |
| 0.69% | 0.67% | $244.9万 | 9,535股 | $244.6万 | 9,642股 | -107股-1.11% | 减仓 |
| G通用动力VTI |
| 0.49% | 0.49% | $175.6万 | 9,312股 | $177.4万 | 9,312股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.39% | 0.39% | $140.0万 | 2.2万股 | $141.4万 | 2.2万股 | +4股+0.02% | 加仓 |
 Genuine Parts Co ComGPC |
| 0.39% | 0.39% | $137.0万 | 1.0万股 | $141.1万 | 1.0万股 | -4股-0.04% | 减仓 |
| IiShares安硕信托IWD |
| 0.38% | 0.45% | $135.7万 | 9,359股 | $164.0万 | 1.1万股 | -1,925股-17.06% | 减仓 |
| S嘉信·USSCHX |
| 0.38% | 0.37% | $135.5万 | 3.0万股 | $136.8万 | 3.0万股 | 00.00% | 持仓不变 |
| IINVESCO FINANCIAL PREFERRED ETFPGF |
| 0.35% | 0.35% | $125.0万 | 8.0万股 | $127.3万 | 8.0万股 | -29股-0.04% | 减仓 |
 南方电力SO |
| 0.26% | 0.26% | $92.8万 | 1.3万股 | $93.7万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.25% | 0.24% | $89.4万 | 1.0万股 | $88.9万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.25% | 0.24% | $87.9万 | 1.5万股 | $86.3万 | 1.5万股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.23% | 0.22% | $83.0万 | 1.6万股 | $81.0万 | 1.6万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.23% | 0.28% | $80.9万 | 9,450股 | $100.8万 | 1.2万股 | -2,478股-20.77% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.22% | 0.21% | $77.9万 | 9,288股 | $77.8万 | 9,288股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.22% | 0.21% | $77.4万 | 9,677股 | $77.9万 | 9,691股 | -14股-0.14% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.21% | 0.2% | $73.0万 | 9,575股 | $73.1万 | 9,577股 | -2股-0.02% | 减仓 |
 亚马逊AMZN |
| 0.2% | 0.2% | $70.7万 | 6,660股 | $74.3万 | 6,800股 | -140股-2.06% | 减仓 |
| IIBMIBM |
| 0.19% | 0.19% | $68.8万 | 4,873股 | $68.9万 | 4,947股 | -74股-1.50% | 减仓 |
 金佰利KMB |
| 0.18% | 0.18% | $65.8万 | 4,866股 | $65.8万 | 4,866股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.16% | 0.15% | $56.8万 | 3,925股 | $55.8万 | 4,020股 | -95股-2.36% | 减仓 |
| EEVERPURE CL AEVPR |
| 0.15% | 0.15% | $54.2万 | 2.1万股 | $53.8万 | 2.1万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.14% | 0.3% | $50.6万 | 3,519股 | $108.4万 | 7,488股 | -3,969股-53.00% | 减仓 |
 Truist金融TFC |
| 0.14% | 0.14% | $50.0万 | 1.1万股 | $51.0万 | 1.1万股 | -265股-2.45% | 减仓 |
 艾伯维ABBV |
| 0.14% | 0.13% | $48.5万 | 3,166股 | $48.3万 | 3,166股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYG |
| 0.13% | 0.13% | $46.5万 | 8,894股 | $47.3万 | 8,894股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.12% | 0.12% | $42.5万 | 2.0万股 | $42.5万 | 2.1万股 | -369股-1.79% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.12% | 0.11% | $41.1万 | 1.0万股 | $41.5万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.12% | 0.11% | $41.0万 | 3,921股 | $41.1万 | 3,921股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.11% | 0.11% | $40.5万 | 6,436股 | $40.3万 | 6,437股 | -1股-0.02% | 减仓 |
 AMERIS BANCORPABCB |
| 0.11% | 0.11% | $40.2万 | 1.0万股 | $40.9万 | 1.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.11% | 0.12% | $39.3万 | 2,213股 | $42.2万 | 2,399股 | -186股-7.75% | 减仓 |
| DDimensional维度·USDFUV |
| 0.11% | 0.1% | $38.1万 | 1.2万股 | $37.9万 | 1.2万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.1% | 0.1% | $34.6万 | 1,267股 | $35.1万 | 1,267股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.1% | 0.11% | $34.5万 | 3,061股 | $41.5万 | 3,674股 | -613股-16.68% | 减仓 |
| BBANK OF AMERBAC |
| 0.09% | 0.09% | $32.3万 | 1.0万股 | $33.7万 | 1.1万股 | -361股-3.36% | 减仓 |
 威瑞森VZ |
| 0.09% | 0.09% | $32.2万 | 6,354股 | $31.3万 | 6,171股 | +183股+2.97% | 加仓 |
