| S嘉信·USSCHX |
| 28.06% | 27.61% | $4,887.9万 | 47.0万股 | $4,871.5万 | 46.9万股 | +1,314股+0.28% | 加仓 |
| S嘉信·USSCHA |
| 21% | 21.19% | $3,658.9万 | 36.6万股 | $3,738.9万 | 35.9万股 | +6,635股+1.85% | 加仓 |
| S嘉信策略信托SCHM |
| 12.5% | 12.57% | $2,177.9万 | 28.4万股 | $2,218.3万 | 28.3万股 | +683股+0.24% | 加仓 |
| V先锋领航全球基金MGV |
| 8.3% | 8.43% | $1,445.9万 | 14.8万股 | $1,488.3万 | 14.9万股 | -1,629股-1.09% | 减仓 |
| IiShares安硕信托IWS |
| 5.74% | 5.81% | $999.8万 | 8.8万股 | $1,025.8万 | 8.9万股 | -934股-1.05% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.69% | 4.63% | $817.2万 | 1.9万股 | $817.1万 | 1.9万股 | -43股-0.23% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.76% | 2.8% | $481.2万 | 1.0万股 | $494.3万 | 1.0万股 | -60股-0.60% | 减仓 |
| IiShares安硕信托ITOT |
| 2.13% | 2.04% | $371.1万 | 3.8万股 | $359.8万 | 3.7万股 | +1,153股+3.16% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.92% | 1.89% | $333.9万 | 2.3万股 | $333.5万 | 2.3万股 | -305股-1.33% | 减仓 |
| IiShares安硕·COREIJR |
| 1.63% | 1.74% | $284.3万 | 2.6万股 | $306.8万 | 2.7万股 | -1,124股-4.14% | 减仓 |
| NNVRNVR |
| 0.9% | 0.92% | $156.8万 | 327股 | $162.6万 | 327股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.72% | 0.74% | $126.1万 | 1.2万股 | $130.0万 | 1.2万股 | -321股-2.58% | 减仓 |
| S嘉信策略信托SCHF |
| 0.66% | 0.66% | $114.8万 | 3.0万股 | $115.9万 | 2.9万股 | +287股+0.98% | 加仓 |
 苹果AAPL |
| 0.46% | 0.43% | $80.7万 | 5,701股 | $75.5万 | 5,516股 | +185股+3.35% | 加仓 |
 摩根大通JPM |
| 0.37% | 0.34% | $64.1万 | 3,914股 | $60.5万 | 3,890股 | +24股+0.62% | 加仓 |
| S嘉信策略信托SCHE |
| 0.35% | 0.37% | $61.7万 | 2.0万股 | $65.6万 | 2.0万股 | +287股+1.44% | 加仓 |
 3M COMMMM |
| 0.32% | 0.36% | $56.4万 | 3,214股 | $63.8万 | 3,214股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.3% | 0.21% | $52.7万 | 1,870股 | $36.7万 | 1,354股 | +516股+38.11% | 加仓 |
| G通用动力VTI |
| 0.29% | 0.29% | $50.5万 | 2,274股 | $50.7万 | 2,274股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.24% | 0.28% | $42.4万 | 1,184股 | $49.0万 | 1,383股 | -199股-14.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.29% | $40.5万 | 1,486股 | $50.3万 | 1,811股 | -325股-17.95% | 减仓 |
| IiShares安硕信托IJK |
| 0.23% | 0.23% | $39.8万 | 5,024股 | $40.7万 | 5,024股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.23% | 0.23% | $39.3万 | 5,827股 | $39.8万 | 5,827股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.21% | 0.21% | $36.3万 | 2,499股 | $36.9万 | 2,499股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.21% | 0.2% | $36.1万 | 1,243股 | $35.7万 | 1,243股 | 00.00% | 持仓不变 |
 CHOICE HOTELS INTLCHH |
| 0.2% | 0.19% | $35.3万 | 2,792股 | $33.2万 | 2,792股 | 00.00% | 持仓不变 |
| IiShares安硕信托IJJ |
| 0.19% | 0.19% | $33.5万 | 3,252股 | $34.3万 | 3,252股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.17% | 0.17% | $30.3万 | 4,104股 | $29.8万 | 4,104股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.17% | 0.17% | $29.1万 | 2,150股 | $29.6万 | 2,150股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.16% | 0.15% | $28.4万 | 2,035股 | $27.3万 | 2,023股 | +12股+0.59% | 加仓 |
| SSYNOVUS FINL |
| 0.16% | 0.12% | $27.1万 | 6,183股 | $21.6万 | 4,933股 | +1,250股+25.34% | 加仓 |
 家得宝HD |
| 0.15% | 0.14% | $26.0万 | 793股 | $24.5万 | 767股 | +26股+3.39% | 加仓 |
 诺和诺德NVO |
| 0.15% | 0.13% | $25.9万 | 2,695股 | $22.6万 | 2,695股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 0.15% | 0.15% | $25.6万 | 1,117股 | $27.0万 | 1,117股 | 00.00% | 持仓不变 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.15% | 0.13% | $25.6万 | 4,712股 | $23.8万 | 4,366股 | +346股+7.92% | 加仓 |
 思科CSCO |
| 0.14% | 0.16% | $23.8万 | 4,381股 | $28.2万 | 5,314股 | -933股-17.56% | 减仓 |
| IiShares安硕EWL |
| 0.13% | 0.13% | $22.3万 | 4,780股 | $23.2万 | 4,780股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.11% | 0.11% | $19.3万 | 1,196股 | $19.4万 | 1,176股 | +20股+1.70% | 加仓 |
 英特尔INTC |
| 0.11% | 0.1% | $18.5万 | 3,477股 | $18.4万 | 3,277股 | +200股+6.10% | 加仓 |
 艾伯维ABBV |
| 0.1% | 0.1% | $17.4万 | 1,610股 | $18.0万 | 1,595股 | +15股+0.94% | 加仓 |
| IiShares安硕信托IVV |
| 0.09% | 0.11% | $16.4万 | 380股 | $19.7万 | 459股 | -79股-17.21% | 减仓 |
 PINNACLE WEST CAPPNW |
| 0.09% | 0.11% | $16.4万 | 2,271股 | $18.6万 | 2,271股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.09% | 0.09% | $16.0万 | 1,860股 | $15.9万 | 1,860股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.09% | 0.08% | $15.0万 | 1,267股 | $14.7万 | 1,267股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.08% | 0.08% | $14.8万 | 612股 | $14.8万 | 612股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.08% | 0.08% | $14.4万 | 900股 | $14.9万 | 900股 | 00.00% | 持仓不变 |
| O宏盟集团OMC |
| 0.08% | 0.09% | $14.3万 | 1,975股 | $15.8万 | 1,975股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 0.08% | 0.07% | $13.9万 | 1,231股 | $12.4万 | 1,200股 | +31股+2.58% | 加仓 |
 纽柯钢铁NUE |
| 0.08% | 0.09% | $13.8万 | 1,400股 | $15.3万 | 1,600股 | -200股-12.50% | 减仓 |
 默沙东MRK |
| 0.08% | 0.08% | $13.3万 | 1,766股 | $13.5万 | 1,741股 | +25股+1.44% | 加仓 |
