| IiShares安硕·RUSSELLIWF |
| 21.2% | 20.89% | $6,854.0万 | 14.6万股 | $6,328.2万 | 14.9万股 | -2,721股-1.83% | 减仓 |
| IiShares安硕信托IVV |
| 17.69% | 17.67% | $5,716.8万 | 8.5万股 | $5,353.2万 | 8.6万股 | -750股-0.87% | 减仓 |
| IiShares安硕信托IWD |
| 16.86% | 17.06% | $5,448.9万 | 26.8万股 | $5,168.6万 | 26.6万股 | +1,532股+0.58% | 加仓 |
| V先锋领航·FTSEVEA |
| 7.96% | 8.25% | $2,573.2万 | 42.9万股 | $2,499.8万 | 43.8万股 | -9,035股-2.06% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 5.7% | 6.01% | $1,841.7万 | 12.9万股 | $1,819.5万 | 13.1万股 | -1,876股-1.43% | 减仓 |
| IiShares安硕信托IWS |
| 4.78% | 4.83% | $1,546.1万 | 11.1万股 | $1,462.1万 | 11.1万股 | +47股+0.04% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 3.62% | 3.44% | $1,169.3万 | 3.7万股 | $1,041.6万 | 3.6万股 | +98股+0.27% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 3.34% | 3.16% | $1,079.8万 | 6.1万股 | $956.7万 | 6.1万股 | +427股+0.70% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.74% | 2.69% | $885.1万 | 16.3万股 | $814.6万 | 16.5万股 | -1,346股-0.82% | 减仓 |
 苹果AAPL |
| 1.54% | 1.42% | $496.4万 | 1.9万股 | $428.7万 | 2.1万股 | -1,400股-6.70% | 减仓 |
 特斯拉TSLA |
| 1.28% | 1% | $413.2万 | 9,292股 | $302.5万 | 9,523股 | -231股-2.43% | 减仓 |
| SSPDR道富系列信托SDY |
| 1.09% | 1.14% | $353.2万 | 2.5万股 | $343.9万 | 2.5万股 | -120股-0.47% | 减仓 |
 微软MSFT |
| 0.65% | 0.74% | $209.9万 | 4,053股 | $224.0万 | 4,504股 | -451股-10.01% | 减仓 |
| G通用动力VTI |
| 0.58% | 0.54% | $186.7万 | 5,689股 | $164.9万 | 5,425股 | +264股+4.87% | 加仓 |
| SSPDR道富系列信托SPTM |
| 0.49% | 0.49% | $157.4万 | 2.0万股 | $147.8万 | 2.0万股 | -223股-1.13% | 减仓 |
 财捷INTU |
| 0.41% | 0.52% | $133.4万 | 1,954股 | $157.5万 | 2,000股 | -46股-2.30% | 减仓 |
 CASELLA WASTE SYSCWST |
| 0.4% | 0.53% | $129.4万 | 1.4万股 | $159.5万 | 1.4万股 | -185股-1.34% | 减仓 |
| V先锋领航全球基金VPU |
| 0.38% | 0.38% | $124.3万 | 6,663股 | $113.8万 | 6,440股 | +223股+3.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.24% | $102.0万 | 4,188股 | $72.9万 | 4,111股 | +77股+1.87% | 加仓 |
 埃克森美孚XOM |
| 0.27% | 0.27% | $86.7万 | 7,690股 | $82.2万 | 7,628股 | +62股+0.81% | 加仓 |
| V先锋领航·TOTALBND |
| 0.26% | 0.27% | $84.0万 | 1.1万股 | $82.9万 | 1.1万股 | +39股+0.35% | 加仓 |
 英伟达NVDA |
| 0.24% | 0.22% | $78.6万 | 4,215股 | $68.0万 | 4,302股 | -87股-2.02% | 减仓 |
 谷歌AGOOGL |
| 0.24% | 0.19% | $77.5万 | 3,189股 | $56.2万 | 3,187股 | +2股+0.06% | 加仓 |
| V先锋领航指数基金VUG |
| 0.22% | 0.21% | $70.3万 | 1,465股 | $64.4万 | 1,468股 | -3股-0.20% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.21% | 0.2% | $66.6万 | 1,000股 | $61.7万 | 998股 | +2股+0.20% | 加仓 |
| V先锋领航指数基金VOO |
| 0.18% | 0.18% | $58.9万 | 962股 | $54.5万 | 959股 | +3股+0.31% | 加仓 |
 宝洁PG |
| 0.18% | 0.2% | $57.2万 | 3,720股 | $60.6万 | 3,804股 | -84股-2.21% | 减仓 |
 摩根大通JPM |
| 0.17% | 0.21% | $56.2万 | 1,781股 | $63.2万 | 2,181股 | -400股-18.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.15% | 0.17% | $50.1万 | 996股 | $52.6万 | 1,083股 | -87股-8.03% | 减仓 |
| V先锋领航指数基金VOT |
| 0.13% | 0.14% | $43.6万 | 2,496股 | $41.1万 | 2,502股 | -6股-0.24% | 减仓 |
 可口可乐KO |
| 0.12% | 0.14% | $40.1万 | 6,043股 | $42.5万 | 6,012股 | +31股+0.52% | 加仓 |
 好市多COST |
| 0.12% | 0.13% | $38.1万 | 411股 | $40.7万 | 411股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.12% | 0.11% | $37.8万 | 630股 | $34.7万 | 628股 | +2股+0.32% | 加仓 |
| IIBMIBM |
| 0.11% | 0.12% | $36.3万 | 1,288股 | $37.9万 | 1,284股 | +4股+0.31% | 加仓 |
 亚马逊AMZN |
| 0.11% | 0.12% | $36.1万 | 1,643股 | $36.0万 | 1,643股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.1% | 0.09% | $33.3万 | 938股 | $28.6万 | 938股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.1% | 0.1% | $33.0万 | 1,641股 | $30.6万 | 1,641股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.1% | 0.1% | $31.8万 | 7,145股 | $30.4万 | 7,402股 | -257股-3.47% | 减仓 |
| AAT&TT |
| 0.1% | 0.11% | $30.8万 | 1.1万股 | $31.8万 | 1.1万股 | -91股-0.83% | 减仓 |
| IiShares安硕信托DVY |
| 0.09% | 0.09% | $30.3万 | 2,134股 | $28.3万 | 2,133股 | +1股+0.05% | 加仓 |
| SSPDR道富指数基金SPDW |
| 0.09% | 0.09% | $28.8万 | 6,729股 | $27.8万 | 6,855股 | -126股-1.84% | 减仓 |
 洛克希德马丁LMT |
| 0.09% | 0.09% | $28.7万 | 575股 | $27.7万 | 597股 | -22股-3.69% | 减仓 |
 VisaV |
| 0.09% | 0.1% | $28.5万 | 835股 | $29.6万 | 835股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.09% | 0.07% | $27.5万 | 1,188股 | $21.4万 | 1,151股 | +37股+3.21% | 加仓 |
 南方电力SO |
| 0.09% | 0.09% | $27.5万 | 2,900股 | $26.6万 | 2,900股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.08% | 0.07% | $26.3万 | 1,420股 | $22.4万 | 1,469股 | -49股-3.34% | 减仓 |
 马拉松石油MPC |
| 0.08% | 0.07% | $26.0万 | 1,347股 | $22.4万 | 1,347股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.08% | 0.08% | $24.8万 | 1,049股 | $24.1万 | 1,049股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.08% | 0.07% | $24.5万 | 1,014股 | $22.0万 | 1,017股 | -3股-0.29% | 减仓 |
 PALO ALTOPANW |
| 0.07% | 0.08% | $23.9万 | 1,174股 | $24.0万 | 1,174股 | 00.00% | 持仓不变 |
