| IiShares安硕信托ITOT |
| 11.04% | 11.82% | $830.0万 | 5.1万股 | $789.9万 | 5.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 9.44% | 9.95% | $709.8万 | 2.5万股 | $664.9万 | 2.5万股 | 00.00% | 持仓不变 |
| DDFA US LARGE CAP EQUITY INSTITUTIONALDUSQX |
| 8.47% | — | $637.0万 | 15.6万股 | $0 | 0股 | +15.6万股 | 新买入 |
 康菲石油COP |
| 7.32% | 9.65% | $550.7万 | 5.3万股 | $645.0万 | 5.3万股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VEU |
| 6.43% | 6.94% | $483.3万 | 5.8万股 | $463.8万 | 5.8万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.48% | 7.78% | $411.9万 | 1.7万股 | $519.7万 | 2.3万股 | -5,506股-24.03% | 减仓 |
| IiShares安硕信托IWV |
| 5.25% | 5.62% | $394.4万 | 9,249股 | $375.7万 | 9,249股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 4.42% | 4.87% | $332.0万 | 9,641股 | $325.6万 | 9,641股 | 00.00% | 持仓不变 |
| SSCHWAB S&P 500 INDEXSWPPX |
| 3.97% | — | $298.5万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 威廉姆斯WMB |
| 3.26% | 3.56% | $245.3万 | 3.3万股 | $238.2万 | 3.3万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 3.16% | 3.4% | $237.5万 | 3,180股 | $227.0万 | 3,180股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 2.83% | — | $212.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| SSPDR道富系列信托SPTM |
| 2.4% | 2.58% | $180.3万 | 2.0万股 | $172.3万 | 2.0万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 2.38% | 2.56% | $179.0万 | 2.0万股 | $171.4万 | 2.0万股 | +20股+0.10% | 加仓 |
 博通AVGO |
| 2.32% | 2.91% | $174.1万 | 4,609股 | $194.5万 | 4,601股 | +8股+0.17% | 加仓 |
 英伟达NVDA |
| 2.28% | 2.67% | $171.3万 | 8,560股 | $178.3万 | 8,560股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 2.02% | 1.77% | $151.7万 | 1,425股 | $118.3万 | 1,425股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 1.87% | 2.01% | $140.6万 | 8,957股 | $134.6万 | 8,950股 | +7股+0.08% | 加仓 |
| V先锋领航全球基金VGT |
| 1.66% | 1.01% | $124.6万 | 1.0万股 | $67.3万 | 6,464股 | +3,960股+61.26% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.4% | 0.39% | $105.0万 | 2,100股 | $25.8万 | 1,500股 | +600股+40.00% | 加仓 |
 沃尔玛WMT |
| 1.39% | 1.79% | $104.3万 | 9,210股 | $119.7万 | 9,210股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.27% | 1.28% | $95.4万 | 2,267股 | $85.3万 | 2,267股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.23% | 1.3% | $92.5万 | 1,771股 | $87.2万 | 1,771股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 1.22% | 1.42% | $92.1万 | 1.9万股 | $95.0万 | 2.1万股 | -1,548股-7.40% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.11% | 0.79% | $83.8万 | 1.5万股 | $52.7万 | 1.5万股 | 00.00% | 持仓不变 |
| JJPMorgan Smartretirement Blend 2020 Fund Class R6JSYRX |
| 1.09% | — | $81.7万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 AMD超威AMD |
| 1.04% | 0.7% | $77.9万 | 1,341股 | $46.6万 | 1,341股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.93% | 1.15% | $69.6万 | 2,920股 | $77.1万 | 2,920股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.74% | — | $56.0万 | 3,275股 | $0 | 0股 | +3,275股 | 新买入 |
| G通用动力VTI |
| 0.61% | 0.65% | $45.8万 | 1,238股 | $43.6万 | 1,238股 | 00.00% | 持仓不变 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.57% | — | $43.1万 | 3,550股 | $0 | 0股 | +3,550股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.52% | 0.53% | $39.4万 | 1,300股 | $35.5万 | 1,300股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.33% | 0.38% | $25.2万 | 2,500股 | $25.2万 | 2,500股 | 00.00% | 持仓不变 |
| JJANUS HENDERSON FORTY TJACTX |
| 0.29% | — | $21.9万 | 3,876股 | $0 | 0股 | +3,876股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 0.28% | — | $20.8万 | 1,150股 | $0 | 0股 | +1,150股 | 新买入 |
