| WWisdomTree信托DGRW |
| 10.91% | 10.68% | $666.2万 | 12.4万股 | $728.7万 | 12.7万股 | -3,576股-2.81% | 减仓 |
| WWisdomTree信托DEW |
| 8.27% | 9.89% | $504.7万 | 12.3万股 | $675.0万 | 14.7万股 | -2.4万股-16.42% | 减仓 |
 苹果AAPL |
| 6.05% | 5.38% | $369.0万 | 2.7万股 | $367.1万 | 2.7万股 | -150股-0.56% | 减仓 |
| IiShares安硕信托IWY |
| 5.93% | 5.61% | $361.8万 | 3.0万股 | $382.7万 | 3.1万股 | -282股-0.92% | 减仓 |
| PPacer基金信托COWZ |
| 5.09% | 4.47% | $310.7万 | 7.6万股 | $305.2万 | 7.1万股 | +4,894股+6.91% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.98% | 3.1% | $181.8万 | 8,641股 | $211.5万 | 9,670股 | -1,029股-10.64% | 减仓 |
| IiShares安硕信托EFG |
| 2.61% | 2.62% | $159.6万 | 2.2万股 | $178.6万 | 2.2万股 | -188股-0.85% | 减仓 |
| V先锋领航·SMALLVBR |
| 2.59% | 0.26% | $158.0万 | 1.1万股 | $17.6万 | 1,176股 | +9,844股+837.07% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 2.47% | 2.38% | $150.7万 | 1.2万股 | $162.5万 | 1.3万股 | -171股-1.36% | 减仓 |
| V先锋领航指数基金VBK |
| 2.45% | 2.24% | $149.8万 | 7,675股 | $152.9万 | 7,760股 | -85股-1.10% | 减仓 |
 微软MSFT |
| 2.15% | 2.14% | $131.1万 | 5,627股 | $145.9万 | 5,680股 | -53股-0.93% | 减仓 |
| G通用动力VTI |
| 2.05% | 1.88% | $125.4万 | 6,985股 | $128.0万 | 6,785股 | +200股+2.95% | 加仓 |
| I景顺·ACTIVELY MANAGED EXCGSY |
| 2.02% | 2.26% | $123.3万 | 2.5万股 | $153.9万 | 3.1万股 | -6,083股-19.59% | 减仓 |
| CCHARLES RIV LABS INTLCRL |
| 1.8% | 1.75% | $109.9万 | 5,582股 | $119.4万 | 5,582股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 1.75% | 0.31% | $107.1万 | 6,489股 | $21.3万 | 1,257股 | +5,232股+416.23% | 加仓 |
 NUVEEN MUN HIGH INCOME OPPORNMZ |
| 1.64% | 1.57% | $100.3万 | 9.8万股 | $107.0万 | 9.1万股 | +6,110股+6.68% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.55% | 1.43% | $94.5万 | 3,539股 | $97.6万 | 3,574股 | -35股-0.98% | 减仓 |
 INVESCO QUALITY MUN INCOME TRIQI |
| 1.35% | 1.23% | $82.4万 | 9.0万股 | $84.0万 | 8.2万股 | +7,917股+9.62% | 加仓 |
| SSPDR黄金信托GLD |
| 1.33% | 1.41% | $81.0万 | 5,237股 | $96.5万 | 5,731股 | -494股-8.62% | 减仓 |
| GGlobal X基金PAVE |
| 1.18% | 1.17% | $72.2万 | 3.1万股 | $79.9万 | 3.5万股 | -3,761股-10.72% | 减仓 |
| IiShares安硕信托IWD |
| 1.15% | 1.31% | $70.5万 | 5,182股 | $89.6万 | 6,178股 | -996股-16.12% | 减仓 |
| IINOTIV |
| 1.14% | 0.44% | $69.7万 | 4.1万股 | $30.3万 | 3.2万股 | +9,750股+30.85% | 加仓 |
| IiShares安硕信托DGRO |
| 1.14% | 1.13% | $69.4万 | 1.6万股 | $76.8万 | 1.6万股 | -530股-3.29% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.07% | 1.05% | $65.6万 | 1.3万股 | $71.8万 | 1.4万股 | -890股-6.27% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 1.02% | 1.04% | $62.4万 | 2,495股 | $71.1万 | 2,637股 | -142股-5.38% | 减仓 |
| IiShares安硕信托DVY |
| 0.99% | 0.99% | $60.7万 | 5,658股 | $67.9万 | 5,772股 | -114股-1.98% | 减仓 |
 波音BA |
| 0.96% | 0.97% | $58.8万 | 4,860股 | $66.4万 | 4,860股 | 00.00% | 持仓不变 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.95% | 0.96% | $58.0万 | 1.2万股 | $65.5万 | 1.3万股 | -700股-5.39% | 减仓 |
| SSPDR道富系列信托XAR |
| 0.88% | 0.86% | $53.6万 | 5,845股 | $58.8万 | 5,845股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.78% | 0.78% | $47.8万 | 8,255股 | $52.9万 | 8,770股 | -515股-5.87% | 减仓 |
| BBANK OF AMERBAC |
| 0.74% | 0.69% | $45.4万 | 1.5万股 | $46.8万 | 1.5万股 | +7股+0.05% | 加仓 |
 英伟达NVDA |
| 0.73% | 0.81% | $44.6万 | 3,670股 | $55.3万 | 3,645股 | +25股+0.69% | 加仓 |
 强生JNJ |
| 0.73% | 0.71% | $44.6万 | 2,731股 | $48.5万 | 2,731股 | 00.00% | 持仓不变 |
| IiShares安硕IEMG |
| 0.72% | 0.78% | $43.9万 | 1.0万股 | $53.2万 | 1.1万股 | -637股-5.87% | 减仓 |
 LPL金融LPLA |
| 0.68% | 0.51% | $41.5万 | 1,901股 | $34.7万 | 1,881股 | +20股+1.06% | 加仓 |
 迪尔DE |
| 0.68% | 0.54% | $41.3万 | 1,237股 | $37.0万 | 1,237股 | 00.00% | 持仓不变 |
| AARK·ETF TRARKK |
| 0.67% | 0.59% | $40.9万 | 1.1万股 | $40.0万 | 1.0万股 | +812股+8.09% | 加仓 |
| IiShares安硕信托IVV |
| 0.61% | 0.6% | $37.3万 | 1,041股 | $41.2万 | 1,087股 | -46股-4.23% | 减仓 |
| I景顺交易所交易基金IIPGX |
| 0.61% | 0.51% | $37.2万 | 3.1万股 | $34.6万 | 2.8万股 | +3,221股+11.48% | 加仓 |
 VisaV |
| 0.59% | 0.58% | $36.3万 | 2,042股 | $39.7万 | 2,017股 | +25股+1.24% | 加仓 |
 默沙东MRK |
| 0.58% | 0.54% | $35.1万 | 4,073股 | $37.1万 | 4,073股 | 00.00% | 持仓不变 |
| IiShares安硕信托VLUE |
| 0.57% | 1.49% | $34.9万 | 4,265股 | $101.9万 | 1.1万股 | -6,996股-62.13% | 减仓 |
| V先锋领航指数基金VOO |
| 0.57% | 0.7% | $34.8万 | 1,303股 | $47.5万 | 1,694股 | -391股-23.08% | 减仓 |
 康明斯CMI |
| 0.57% | 0.48% | $34.6万 | 1,700股 | $32.9万 | 1,700股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.55% | 0.43% | $33.5万 | 4,185股 | $29.3万 | 3,435股 | +750股+21.83% | 加仓 |
 沃尔玛WMT |
| 0.55% | 0.46% | $33.3万 | 2,566股 | $31.2万 | 2,566股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.53% | 0.54% | $32.6万 | 2,585股 | $37.1万 | 2,583股 | +2股+0.08% | 加仓 |
 威瑞森VZ |
| 0.53% | 0.68% | $32.6万 | 8,597股 | $46.1万 | 9,088股 | -491股-5.40% | 减仓 |
| IiShares安硕信托IGM |
| 0.53% | 0.47% | $32.5万 | 1,174股 | $32.4万 | 1,099股 | +75股+6.82% | 加仓 |
| PPACER FDS TR TRENDP US LAR CPPTLC |
| 0.5% | — | $30.5万 | 8,100股 | $0 | 0股 | +8,100股 | 新买入 |
