| I景顺QQQ信托VOO |
| 15.26% | 14.89% | $3,274.1万 | 4.4万股 | $2,351.8万 | 4.1万股 | +3,713股+9.11% | 加仓 |
| SSPDR标普500 ETFSPY |
| 14.26% | 14.92% | $3,059.7万 | 4.1万股 | $2,356.5万 | 3.6万股 | +4,738股+13.08% | 加仓 |
 英伟达NVDA |
| 4.72% | 5.39% | $1,013.4万 | 5.1万股 | $851.0万 | 4.9万股 | +1,852股+3.80% | 加仓 |
 苹果AAPL |
| 3.85% | 4.44% | $825.5万 | 2.9万股 | $701.7万 | 2.8万股 | +881股+3.19% | 加仓 |
| IiShares安硕·COREIJH |
| 3.03% | 2.95% | $649.7万 | 8.4万股 | $466.3万 | 6.9万股 | +1.5万股+22.01% | 加仓 |
 微软MSFT |
| 2.47% | 3.34% | $528.9万 | 1.4万股 | $527.8万 | 1.4万股 | -79股-0.55% | 减仓 |
| V先锋领航指数基金VTV |
| 2.43% | 3.03% | $520.4万 | 2.4万股 | $478.1万 | 2.4万股 | -486股-1.99% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.42% | 2.33% | $519.0万 | 2.7万股 | $368.3万 | 2.8万股 | -471股-1.70% | 减仓 |
| SSPDR道富系列信托SDY |
| 2.19% | 2.85% | $470.0万 | 3.1万股 | $450.0万 | 3.1万股 | +51股+0.17% | 加仓 |
| V先锋领航白厅基金VYM |
| 2.11% | 2.71% | $452.2万 | 2.9万股 | $428.1万 | 2.9万股 | -287股-0.99% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 1.75% | 1.82% | $375.6万 | 2.7万股 | $287.1万 | 2.4万股 | +3,239股+13.36% | 加仓 |
| S嘉信策略信托SCHD |
| 1.75% | 2.35% | $374.4万 | 11.8万股 | $371.2万 | 12.1万股 | -2,928股-2.42% | 减仓 |
 摩根大通JPM |
| 1.72% | 1.93% | $370.0万 | 1.1万股 | $305.4万 | 1.0万股 | +923股+8.89% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.64% | 1.8% | $351.6万 | 1.2万股 | $283.6万 | 1.1万股 | +268股+2.34% | 加仓 |
| S嘉信策略信托SCHM |
| 1.62% | 1.91% | $348.1万 | 9.4万股 | $300.9万 | 9.7万股 | -2,804股-2.88% | 减仓 |
| DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.5% | 0.82% | $321.8万 | 8.7万股 | $130.0万 | 3.8万股 | +4.9万股+128.18% | 加仓 |
 美国合众银行USB |
| 1.42% | 1.66% | $304.3万 | 5.0万股 | $262.0万 | 5.0万股 | -5股-0.01% | 减仓 |
 亚马逊AMZN |
| 1.16% | 1.38% | $248.8万 | 1.0万股 | $218.4万 | 1.0万股 | -49股-0.47% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 1.12% | 0.73% | $240.0万 | 2.9万股 | $115.5万 | 1.6万股 | +1.3万股+79.87% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 0.99% | 0.64% | $211.8万 | 5.4万股 | $101.6万 | 2.8万股 | +2.5万股+88.38% | 加仓 |
 艾伯维ABBV |
| 0.86% | 1% | $184.7万 | 7,339股 | $158.5万 | 7,288股 | +51股+0.70% | 加仓 |
 卡特彼勒CAT |
| 0.86% | 0.78% | $184.0万 | 1,728股 | $122.7万 | 1,732股 | -4股-0.23% | 减仓 |
| V先锋领航指数基金VUG |
| 0.77% | 0.9% | $166.2万 | 1.9万股 | $142.3万 | 3,257股 | +1.6万股+492.51% | 加仓 |
 埃克森美孚XOM |
| 0.77% | 1.28% | $164.8万 | 1.2万股 | $202.7万 | 1.2万股 | +104股+0.87% | 加仓 |
| IiShares安硕信托IVW |
| 0.76% | 0.83% | $163.4万 | 1.2万股 | $130.5万 | 1.2万股 | +350股+3.03% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.93% | $155.4万 | 3,106股 | $147.4万 | 3,075股 | +31股+1.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.67% | $152.6万 | 4,318股 | $106.3万 | 3,707股 | +611股+16.48% | 加仓 |
 好市多COST |
| 0.71% | 1.03% | $152.4万 | 1,630股 | $163.2万 | 1,638股 | -8股-0.49% | 减仓 |
 家得宝HD |
| 0.7% | 0.92% | $149.1万 | 4,228股 | $144.7万 | 4,401股 | -173股-3.93% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.69% | 0.81% | $147.2万 | 1.7万股 | $128.4万 | 3,496股 | +1.3万股+378.80% | 加仓 |
 沃尔玛WMT |
| 0.63% | 0.88% | $135.5万 | 1.2万股 | $138.8万 | 1.1万股 | +798股+7.15% | 加仓 |
 特斯拉TSLA |
| 0.55% | 0.61% | $117.6万 | 2,796股 | $96.6万 | 2,598股 | +198股+7.62% | 加仓 |
 可口可乐KO |
| 0.54% | 0.69% | $116.7万 | 1.4万股 | $108.2万 | 1.4万股 | +135股+0.95% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.54% | 0.7% | $115.4万 | 1.4万股 | $110.6万 | 1.4万股 | +70股+0.50% | 加仓 |
 强生JNJ |
| 0.49% | 0.64% | $104.8万 | 4,127股 | $100.9万 | 4,128股 | -1股-0.02% | 减仓 |
| DDimensional维度ETF信托DFCF |
| 0.49% | 0.18% | $104.4万 | 2.5万股 | $29.0万 | 6,877股 | +1.8万股+259.62% | 加仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.32% | $97.7万 | 1,305股 | $49.8万 | 763股 | +542股+71.04% | 加仓 |
 阿斯麦ASML |
| 0.44% | 0.4% | $94.5万 | 475股 | $62.7万 | 475股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.44% | 0.55% | $94.0万 | 4,197股 | $86.3万 | 4,247股 | -50股-1.18% | 减仓 |
 万事达MA |
| 0.4% | 0.4% | $86.2万 | 1,679股 | $62.5万 | 1,251股 | +428股+34.21% | 加仓 |
 艾默生电气EMR |
| 0.38% | 0.48% | $82.1万 | 5,734股 | $75.2万 | 5,739股 | -5股-0.09% | 减仓 |
 谷歌AGOOGL |
| 0.38% | 0.42% | $82.1万 | 2,296股 | $66.8万 | 2,322股 | -26股-1.12% | 减仓 |
| N新纪元能源NEE |
| 0.38% | 0.56% | $81.6万 | 9,293股 | $88.3万 | 9,511股 | -218股-2.29% | 减仓 |
 博通AVGO |
| 0.36% | 0.29% | $78.1万 | 2,068股 | $46.4万 | 1,498股 | +570股+38.05% | 加仓 |
 思科CSCO |
| 0.36% | 0.35% | $77.1万 | 6,567股 | $55.4万 | 7,137股 | -570股-7.99% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.35% | 0.43% | $74.7万 | 2.2万股 | $67.9万 | 2.3万股 | -1,263股-5.41% | 减仓 |
| IIBMIBM |
| 0.35% | 0.24% | $74.3万 | 2,642股 | $38.3万 | 1,581股 | +1,061股+67.11% | 加仓 |
 雪佛龙CVX |
| 0.34% | 0.57% | $73.0万 | 4,407股 | $89.3万 | 4,317股 | +90股+2.08% | 加仓 |
 ILLINOIS TOOLITW |
| 0.34% | 0.44% | $72.0万 | 2,660股 | $69.2万 | 2,658股 | +2股+0.08% | 加仓 |
 应用材料AMAT |
| 0.32% | 0.2% | $68.6万 | 949股 | $31.6万 | 924股 | +25股+2.71% | 加仓 |
