| IiShares安硕·RUSSELLIWB |
| 30.15% | 30.11% | $4,920.8万 | 15.3万股 | $4,963.3万 | 15.8万股 | -5,126股-3.25% | 减仓 |
| IiShares安硕·COREIJH |
| 29.18% | 29.14% | $4,762.4万 | 76.4万股 | $4,803.8万 | 77.1万股 | -6,508股-0.84% | 减仓 |
| IiShares安硕信托GVI |
| 9.35% | 8.77% | $1,525.5万 | 14.3万股 | $1,446.0万 | 13.3万股 | +1.0万股+7.56% | 加仓 |
| IiShares安硕信托AGG |
| 7.95% | 7.62% | $1,297.1万 | 13.4万股 | $1,256.9万 | 12.4万股 | +9,751股+7.86% | 加仓 |
 微软MSFT |
| 4.14% | 4.19% | $676.1万 | 1.6万股 | $690.0万 | 1.6万股 | +6股+0.04% | 加仓 |
 星巴克SBUX |
| 2.41% | 2.54% | $392.6万 | 4.3万股 | $419.4万 | 4.3万股 | +2股+0.00% | 加仓 |
| V先锋领航指数基金VB |
| 2.14% | 2.11% | $349.5万 | 1.5万股 | $348.1万 | 1.5万股 | -130股-0.89% | 减仓 |
 苹果AAPL |
| 1.6% | 1.47% | $260.8万 | 1.0万股 | $242.6万 | 1.0万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.48% | 1.61% | $240.8万 | 8,309股 | $265.9万 | 9,390股 | -1,081股-11.51% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.17% | 1.2% | $191.2万 | 9,764股 | $197.9万 | 9,990股 | -226股-2.26% | 减仓 |
 好市多COST |
| 0.86% | 0.82% | $140.1万 | 1,529股 | $135.5万 | 1,529股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.8% | 0.82% | $130.2万 | 2,212股 | $134.5万 | 2,332股 | -120股-5.15% | 减仓 |
 特斯拉TSLA |
| 0.67% | 0.48% | $109.9万 | 2,722股 | $78.6万 | 3,006股 | -284股-9.45% | 减仓 |
 亚马逊AMZN |
| 0.67% | 0.52% | $108.7万 | 4,953股 | $85.0万 | 4,562股 | +391股+8.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.46% | 0.46% | $75.2万 | 1,658股 | $76.3万 | 1,658股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.42% | 0.42% | $68.1万 | 1股 | $69.1万 | 1股 | 00.00% | 持仓不变 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 0.33% | 0.36% | $53.6万 | 1.8万股 | $59.2万 | 1.8万股 | +122股+0.67% | 加仓 |
| T赛默飞世尔TMO |
| 0.32% | 0.38% | $52.8万 | 1,015股 | $62.8万 | 1,015股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.3% | 0.27% | $49.7万 | 5,500股 | $44.4万 | 5,500股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.3% | 0.36% | $49.2万 | 1,012股 | $59.2万 | 1,012股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.29% | 0.28% | $46.6万 | 5,266股 | $46.4万 | 5,266股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.24% | 0.25% | $38.9万 | 1,000股 | $40.5万 | 1,000股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.21% | 0.22% | $33.8万 | 4,472股 | $36.8万 | 4,406股 | +66股+1.50% | 加仓 |
 摩根大通JPM |
| 0.18% | 0.16% | $29.7万 | 1,238股 | $26.1万 | 1,237股 | +1股+0.08% | 加仓 |
 CHUBB LIMITEDCB |
| 0.17% | 0.17% | $27.6万 | 1,000股 | $28.8万 | 1,000股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.15% | 0.17% | $24.7万 | 1,389股 | $27.4万 | 1,388股 | +1股+0.07% | 加仓 |
 埃克森美孚XOM |
| 0.14% | 0.15% | $23.2万 | 2,161股 | $25.3万 | 2,160股 | +1股+0.05% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.14% | 0.15% | $22.5万 | 2,527股 | $24.6万 | 2,525股 | +2股+0.08% | 加仓 |
 谷歌AGOOGL |
| 0.13% | 0.12% | $22.0万 | 1,161股 | $19.3万 | 1,161股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.13% | 0.12% | $21.5万 | 1,700股 | $19.9万 | 1,700股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.13% | 0.13% | $21.0万 | 1,620股 | $21.4万 | 1,620股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.13% | 0.12% | $20.6万 | 352股 | $20.2万 | 352股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.12% | 0.12% | $20.1万 | 8,824股 | $19.4万 | 8,824股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.12% | 0.36% | $19.2万 | 7,032股 | $59.4万 | 7,024股 | +8股+0.11% | 加仓 |
 AMGEN COMAMGN |
| 0.1% | 0.13% | $16.8万 | 646股 | $20.8万 | 646股 | 00.00% | 持仓不变 |
| S道富SLYG |
| 0.1% | 0.1% | $16.6万 | 1,840股 | $17.1万 | 1,840股 | 00.00% | 持仓不变 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.1% | 0.1% | $16.1万 | 4,914股 | $15.8万 | 4,900股 | +14股+0.29% | 加仓 |
| BBLACKROCK UTILS INFRASTRUCTUREBUI |
| 0.1% | 0.1% | $15.9万 | 6,800股 | $16.9万 | 6,800股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.09% | 0.06% | $14.4万 | 621股 | $10.7万 | 621股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.09% | 0.1% | $14.2万 | 2,286股 | $16.4万 | 2,284股 | +2股+0.09% | 加仓 |
| IiShares安硕信托IWV |
| 0.08% | 0.08% | $13.7万 | 409股 | $13.1万 | 402股 | +7股+1.74% | 加仓 |
 KRAFT HEINZ COMKHC |
| 0.08% | 0.05% | $13.1万 | 4,263股 | $7.9万 | 2,263股 | +2,000股+88.38% | 加仓 |
 默沙东MRK |
| 0.07% | 0.08% | $12.2万 | 1,225股 | $13.9万 | 1,225股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.07% | 0.06% | $11.3万 | 1,901股 | $10.1万 | 1,901股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.06% | 0.06% | $10.5万 | 550股 | $9.2万 | 550股 | 00.00% | 持仓不变 |
| NNEOS ETF TRUSTSPYI |
| 0.06% | 0.06% | $10.2万 | 2,014股 | $10.2万 | 1,994股 | +20股+1.00% | 加仓 |
| VVictory·SHARES FREE CASH FLOW ETFVFLO |
| 0.06% | — | $10.2万 | 3,000股 | $0 | 0股 | +3,000股 | 新买入 |
| PPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHSPDO |
| 0.06% | 0.06% | $10.2万 | 7,500股 | $10.6万 | 7,500股 | 00.00% | 持仓不变 |
 西方石油OXY |
| 0.06% | 0.56% | $10.2万 | 2,060股 | $93.1万 | 1.8万股 | -1.6万股-88.59% | 减仓 |
 雅培ABT |
| 0.06% | 0.06% | $10.0万 | 882股 | $10.1万 | 882股 | 00.00% | 持仓不变 |
