| IiShares安硕信托IVW |
| 12.13% | 11.31% | $3,842.4万 | 27.9万股 | $3,281.2万 | 29.0万股 | -1.1万股-3.69% | 减仓 |
| IiShares安硕·S&PIVE |
| 11.38% | 11.5% | $3,605.6万 | 15.9万股 | $3,336.0万 | 15.8万股 | +800股+0.51% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 8.05% | 7.54% | $2,549.3万 | 11.5万股 | $2,188.6万 | 11.5万股 | -188股-0.16% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 7.54% | 6.62% | $2,389.4万 | 6.1万股 | $1,919.2万 | 6.1万股 | -507股-0.83% | 减仓 |
| I景顺QQQ信托VOO |
| 7.45% | 6.26% | $2,360.9万 | 3.2万股 | $1,816.4万 | 3.1万股 | +555股+1.76% | 加仓 |
| IiShares安硕信托DVY |
| 4.9% | 5.14% | $1,551.1万 | 9.9万股 | $1,491.7万 | 9.9万股 | +717股+0.73% | 加仓 |
 亚马逊AMZN |
| 2.84% | 2.74% | $900.9万 | 3.8万股 | $793.8万 | 3.8万股 | -312股-0.82% | 减仓 |
| IiShares安硕信托IWS |
| 2.77% | 2.65% | $876.4万 | 5.3万股 | $768.9万 | 5.3万股 | +483股+0.92% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.41% | 2.31% | $764.3万 | 5.2万股 | $668.9万 | 5.2万股 | -7股-0.01% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.33% | 2.38% | $736.5万 | 7.1万股 | $689.1万 | 7.1万股 | -50股-0.07% | 减仓 |
 英伟达NVDA |
| 2.19% | 2.16% | $692.6万 | 3.5万股 | $626.5万 | 3.6万股 | -1,305股-3.63% | 减仓 |
 高盛GS |
| 2.11% | 1.92% | $666.9万 | 6,594股 | $556.2万 | 6,574股 | +20股+0.30% | 加仓 |
 特斯拉TSLA |
| 1.77% | 1.72% | $559.3万 | 1.3万股 | $498.3万 | 1.3万股 | -108股-0.81% | 减仓 |
 苹果AAPL |
| 1.3% | 1.26% | $410.9万 | 1.4万股 | $364.2万 | 1.4万股 | -150股-1.05% | 减仓 |
| IiShares安硕信托IOO |
| 1.28% | 1.23% | $405.0万 | 3.0万股 | $358.2万 | 3.0万股 | +42股+0.14% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.03% | 0.95% | $326.9万 | 3.0万股 | $276.6万 | 3.0万股 | +90股+0.30% | 加仓 |
 摩根大通JPM |
| 0.98% | 1% | $309.4万 | 9,451股 | $289.8万 | 9,853股 | -402股-4.08% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.93% | 0.9% | $293.9万 | 4.9万股 | $261.6万 | 4.8万股 | +826股+1.71% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.83% | 1.79% | $262.4万 | 3,505股 | $518.1万 | 7,945股 | -4,440股-55.88% | 减仓 |
| V先锋领航指数基金VUG |
| 0.78% | 0.72% | $247.9万 | 2.9万股 | $209.4万 | 4,794股 | +2.4万股+500.23% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 0.78% | 0.91% | $247.3万 | 5.4万股 | $262.7万 | 5.7万股 | -3,200股-5.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | 0.75% | $222.6万 | 4,448股 | $217.9万 | 4,547股 | -99股-2.18% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.68% | 0.63% | $215.2万 | 7,163股 | $182.6万 | 7,361股 | -198股-2.69% | 减仓 |
 谷歌AGOOGL |
| 0.63% | 0.53% | $198.2万 | 5,547股 | $152.8万 | 5,314股 | +233股+4.38% | 加仓 |
| IiShares安硕信托PFF |
| 0.62% | 0.6% | $197.0万 | 6.5万股 | $173.7万 | 5.7万股 | +7,331股+12.80% | 加仓 |
 南方铜业SCCO |
| 0.54% | 0.58% | $172.5万 | 9,898股 | $168.6万 | 9,800股 | +98股+1.00% | 加仓 |
 微软MSFT |
| 0.49% | 0.77% | $155.5万 | 4,169股 | $223.4万 | 6,034股 | -1,865股-30.91% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.48% | 0.52% | $150.8万 | 1.9万股 | $151.3万 | 1.9万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.47% | 0.26% | $150.0万 | 3,460股 | $74.0万 | 3,460股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托XAR |
| 0.45% | 0.44% | $142.5万 | 5,021股 | $127.5万 | 5,020股 | +1股+0.02% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 0.43% | 0.49% | $136.2万 | 1.2万股 | $141.4万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.41% | 0.7% | $129.9万 | 3.9万股 | $203.2万 | 5.3万股 | -1.4万股-26.19% | 减仓 |
| IIBMIBM |
| 0.41% | 0.38% | $129.0万 | 4,588股 | $111.2万 | 4,586股 | +2股+0.04% | 加仓 |
| GGlobal X基金PAVE |
| 0.41% | 0.38% | $128.9万 | 2.2万股 | $110.9万 | 2.2万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.4% | 0.29% | $127.5万 | 1.1万股 | $84.2万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.39% | 0.48% | $122.4万 | 2.3万股 | $140.5万 | 2.3万股 | +109股+0.48% | 加仓 |
| C花旗集团C |
| 0.38% | 0.34% | $120.8万 | 8,628股 | $97.9万 | 8,628股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.38% | 0.34% | $118.8万 | 3,145股 | $97.3万 | 3,145股 | 00.00% | 持仓不变 |
 SONOCO PRODSSON |
| 0.37% | 0.39% | $118.6万 | 2.1万股 | $112.9万 | 2.1万股 | +175股+0.84% | 加仓 |
| IiShares安硕信托ITA |
| 0.37% | 0.37% | $118.4万 | 4,885股 | $106.8万 | 4,881股 | +4股+0.08% | 加仓 |
| CCHENIERE ENERGY PARTNERS LP COM UNITCQP |
| 0.35% | 0.4% | $111.4万 | 1.8万股 | $116.7万 | 1.8万股 | +222股+1.23% | 加仓 |
| AALPS ETF信托AMLP |
| 0.35% | 0.38% | $110.0万 | 2.1万股 | $111.3万 | 2.1万股 | +56股+0.26% | 加仓 |
| IiShares安硕·COREIJR |
| 0.33% | 0.3% | $104.9万 | 7,072股 | $87.3万 | 7,024股 | +48股+0.68% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.25% | $102.7万 | 2,907股 | $73.6万 | 2,564股 | +343股+13.38% | 加仓 |
 洛克希德马丁LMT |
| 0.31% | 0.4% | $98.2万 | 1,927股 | $116.5万 | 1,927股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.31% | 0.26% | $96.7万 | 4,628股 | $75.8万 | 4,605股 | +23股+0.50% | 加仓 |
 VANECK PREFERRED SECURITIES EX FINANCIALSETFPFXF |
| 0.3% | 0.32% | $95.0万 | 5.3万股 | $93.4万 | 5.3万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.29% | 0.28% | $92.9万 | 1.2万股 | $80.7万 | 1.2万股 | +88股+0.74% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.29% | 0.32% | $92.6万 | 2.0万股 | $93.8万 | 2.0万股 | 00.00% | 持仓不变 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.29% | 0.32% | $91.9万 | 9,111股 | $91.6万 | 9,104股 | +7股+0.08% | 加仓 |
