| SSPDR标普500 ETFSPY |
| 9.05% | 8.71% | $4,686.9万 | 6.3万股 | $4,247.6万 | 6.5万股 | -2,552股-3.91% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 7.12% | 7.45% | $3,688.0万 | 63.4万股 | $3,633.2万 | 62.1万股 | +1.3万股+2.10% | 加仓 |
| IiShares安硕信托IEFA |
| 6.73% | 6.8% | $3,484.9万 | 36.1万股 | $3,314.9万 | 36.6万股 | -5,336股-1.46% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 5.01% | 5.3% | $2,596.0万 | 44.0万股 | $2,583.1万 | 43.4万股 | +6,383股+1.47% | 加仓 |
 苹果AAPL |
| 3.82% | 3.68% | $1,981.2万 | 6.8万股 | $1,793.2万 | 7.1万股 | -2,188股-3.10% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.72% | 4.02% | $1,926.5万 | 38.1万股 | $1,962.5万 | 38.8万股 | -6,831股-1.76% | 减仓 |
| V先锋领航白厅基金VYM |
| 3.67% | 2.35% | $1,903.1万 | 12.0万股 | $1,144.7万 | 7.7万股 | +4.3万股+55.80% | 加仓 |
 谷歌AGOOGL |
| 3.43% | 3.14% | $1,777.2万 | 5.0万股 | $1,529.6万 | 5.3万股 | -3,463股-6.51% | 减仓 |
 英伟达NVDA |
| 2.96% | 2.87% | $1,534.8万 | 7.7万股 | $1,399.3万 | 8.0万股 | -3,530股-4.40% | 减仓 |
| IiShares安硕信托USMV |
| 2.86% | 2.88% | $1,480.6万 | 15.3万股 | $1,402.5万 | 15.1万股 | +2,264股+1.50% | 加仓 |
 微软MSFT |
| 2.5% | 2.78% | $1,294.2万 | 3.5万股 | $1,355.0万 | 3.7万股 | -1,911股-5.22% | 减仓 |
 摩根大通JPM |
| 1.96% | 1.94% | $1,017.6万 | 3.1万股 | $947.2万 | 3.2万股 | -1,114股-3.46% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 1.88% | 1.95% | $974.1万 | 9.6万股 | $953.0万 | 9.4万股 | +1,926股+2.04% | 加仓 |
 思科CSCO |
| 1.57% | 1.2% | $811.9万 | 6.9万股 | $586.1万 | 7.6万股 | -6,411股-8.49% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOCSMD |
| 1.5% | 1.15% | $778.7万 | 21.3万股 | $558.6万 | 18.2万股 | +3.2万股+17.32% | 加仓 |
 沃尔玛WMT |
| 1.38% | 1.69% | $717.4万 | 6.3万股 | $823.4万 | 6.6万股 | -2,910股-4.39% | 减仓 |
| IiShares安硕IEMG |
| 1.36% | 1.14% | $705.9万 | 8.5万股 | $556.7万 | 8.0万股 | +5,401股+6.77% | 加仓 |
 亚马逊AMZN |
| 1.32% | 1.29% | $683.1万 | 2.9万股 | $630.2万 | 3.0万股 | -1,597股-5.28% | 减仓 |
 强生JNJ |
| 1.24% | 1.38% | $644.8万 | 2.5万股 | $673.8万 | 2.8万股 | -2,175股-7.89% | 减仓 |
 卡特彼勒CAT |
| 1.24% | 0.92% | $639.9万 | 6,009股 | $448.6万 | 6,332股 | -323股-5.10% | 减仓 |
 VisaV |
| 1.23% | 1.22% | $636.1万 | 1.9万股 | $595.2万 | 2.0万股 | -1,151股-5.85% | 减仓 |
 TJXTJX |
| 1.09% | 1.32% | $563.7万 | 3.7万股 | $642.1万 | 4.0万股 | -2,998股-7.46% | 减仓 |
 埃克森美孚XOM |
| 1.04% | 1.45% | $537.7万 | 3.9万股 | $706.5万 | 4.2万股 | -2,318股-5.57% | 减仓 |
| IiShares安硕·COREIJH |
| 1.01% | 0.79% | $523.2万 | 6.8万股 | $384.6万 | 5.7万股 | +1.1万股+19.15% | 加仓 |
 家得宝HD |
| 0.98% | 1.03% | $509.8万 | 1.4万股 | $503.1万 | 1.5万股 | -843股-5.51% | 减仓 |
| J摩根大通交易所交易基金JPIE |
| 0.95% | 0.9% | $492.4万 | 10.7万股 | $437.5万 | 9.5万股 | +1.2万股+12.59% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.93% | 0.88% | $482.1万 | 3.3万股 | $428.8万 | 3.3万股 | -541股-1.62% | 减仓 |
| IiShares安硕信托IVV |
| 0.87% | 1.06% | $450.2万 | 6,012股 | $518.1万 | 7,932股 | -1,920股-24.21% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.82% | 0.76% | $424.6万 | 5.1万股 | $371.2万 | 4.9万股 | +1,269股+2.57% | 加仓 |
 CHUBB LIMITEDCB |
| 0.81% | 0.89% | $421.1万 | 1.2万股 | $434.7万 | 1.3万股 | -978股-7.33% | 减仓 |
| N新纪元能源NEE |
| 0.8% | 0.93% | $414.3万 | 4.7万股 | $455.3万 | 4.9万股 | -1,821股-3.71% | 减仓 |
 宝洁PG |
| 0.8% | 0.9% | $413.3万 | 2.8万股 | $437.5万 | 3.0万股 | -2,101股-6.94% | 减仓 |
 DANAHER DEL COMDHR |
| 0.74% | 0.82% | $385.8万 | 2.0万股 | $397.7万 | 2.1万股 | -724股-3.45% | 减仓 |
 贝莱德·INC COMBLK |
| 0.71% | 0.79% | $365.8万 | 3,804股 | $386.1万 | 4,015股 | -211股-5.26% | 减仓 |
 联合太平洋铁路UNP |
| 0.68% | 0.69% | $353.3万 | 1.3万股 | $337.4万 | 1.4万股 | -916股-6.59% | 减仓 |
| BBANK OF AMERBAC |
| 0.67% | 0.64% | $346.8万 | 6.1万股 | $314.2万 | 6.4万股 | -3,579股-5.55% | 减仓 |
 礼来LLY |
| 0.67% | 0.58% | $346.0万 | 2,885股 | $282.9万 | 3,076股 | -191股-6.21% | 减仓 |
 希捷STX |
| 0.59% | 0.35% | $307.6万 | 3,188股 | $170.5万 | 4,352股 | -1,164股-26.75% | 减仓 |
 默沙东MRK |
| 0.56% | 0.62% | $292.2万 | 2.3万股 | $304.3万 | 2.5万股 | -2,553股-10.09% | 减仓 |
 METLIFE COMMET |
| 0.54% | 0.52% | $281.8万 | 3.3万股 | $253.8万 | 3.6万股 | -2,577股-7.18% | 减仓 |
 OWENS CORNING NEW COMOC |
| 0.53% | 0.43% | $273.7万 | 1.7万股 | $211.6万 | 2.0万股 | -2,336股-11.95% | 减仓 |
 德州仪器TXN |
| 0.5% | 0.38% | $259.6万 | 8,709股 | $185.2万 | 9,542股 | -833股-8.73% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.49% | 0.56% | $255.1万 | 4.2万股 | $274.8万 | 4.8万股 | -5,804股-12.03% | 减仓 |
 GE VernovaGEV |
| 0.48% | 0.38% | $247.0万 | 2,102股 | $183.4万 | 2,101股 | +1股+0.05% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.64% | $237.2万 | 1.4万股 | $312.4万 | 1.5万股 | -790股-5.23% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.46% | 0.34% | $236.4万 | 1.2万股 | $164.9万 | 1.2万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.44% | 0.51% | $229.8万 | 7,298股 | $248.1万 | 7,550股 | -252股-3.34% | 减仓 |
 美国运通AXP |
| 0.44% | 0.45% | $228.7万 | 6,761股 | $217.5万 | 7,190股 | -429股-5.97% | 减仓 |
 威瑞森VZ |
| 0.44% | 0.58% | $226.6万 | 5.4万股 | $284.8万 | 5.7万股 | -3,205股-5.65% | 减仓 |
| IiShares安硕信托IWS |
| 0.41% | 0.4% | $213.3万 | 1.3万股 | $195.7万 | 1.3万股 | -467股-3.48% | 减仓 |
