| IiShares安硕信托IUSV |
| 7.42% | — | $8,289.4万 | 81.1万股 | $0 | 0股 | +81.1万股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 5.2% | — | $5,807.0万 | 59.3万股 | $0 | 0股 | +59.3万股 | 新买入 |
| S嘉信策略信托SCHC |
| 4.7% | — | $5,253.2万 | 107.4万股 | $0 | 0股 | +107.4万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 3.71% | — | $4,149.6万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| S道富MDYV |
| 3.21% | — | $3,585.2万 | 42.1万股 | $0 | 0股 | +42.1万股 | 新买入 |
 埃克森美孚XOM |
| 3.11% | 4.03% | $3,479.0万 | 20.5万股 | $2,341.8万 | 21.2万股 | -7,252股-3.42% | 减仓 |
 苹果AAPL |
| 2.6% | 3.39% | $2,907.2万 | 11.5万股 | $1,967.7万 | 15.1万股 | -3.7万股-24.36% | 减仓 |
 微软MSFT |
| 2.55% | 4.26% | $2,848.1万 | 7.7万股 | $2,471.5万 | 10.3万股 | -2.6万股-25.34% | 减仓 |
 摩根大通JPM |
| 2.17% | 2.58% | $2,422.7万 | 8.2万股 | $1,500.0万 | 11.2万股 | -3.0万股-26.37% | 减仓 |
 强生JNJ |
| 1.89% | 3.16% | $2,113.1万 | 8.6万股 | $1,835.5万 | 10.4万股 | -1.7万股-16.80% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.82% | — | $2,038.8万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
 雷神技术RTX |
| 1.52% | 1.59% | $1,702.2万 | 8.8万股 | $925.6万 | 9.2万股 | -3,478股-3.79% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.47% | — | $1,638.6万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.22% | $1,308.1万 | 4.6万股 | $711.1万 | 8.0万股 | -3.5万股-43.10% | 减仓 |
| WWisdomTree信托DEM |
| 1.15% | — | $1,289.3万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.12% | — | $1,252.3万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| V先锋领航指数基金VB |
| 1.09% | — | $1,219.7万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 宝洁PG |
| 1% | 2.46% | $1,122.5万 | 7.8万股 | $1,427.6万 | 9.4万股 | -1.6万股-17.50% | 减仓 |
 卡特彼勒CAT |
| 0.96% | 0.68% | $1,077.1万 | 1.5万股 | $397.0万 | 1.7万股 | -1,368股-8.26% | 减仓 |
| IiShares安硕信托IWD |
| 0.95% | — | $1,060.8万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 英伟达NVDA |
| 0.95% | 0.25% | $1,059.5万 | 6.1万股 | $143.0万 | 9,783股 | +5.1万股+521.00% | 加仓 |
 默沙东MRK |
| 0.94% | 2.16% | $1,045.2万 | 8.7万股 | $1,255.6万 | 11.3万股 | -2.6万股-23.22% | 减仓 |
 麦当劳MCD |
| 0.93% | 1.64% | $1,041.1万 | 3.3万股 | $952.8万 | 3.6万股 | -2,657股-7.35% | 减仓 |
 甲骨文ORCL |
| 0.92% | 1.06% | $1,023.2万 | 7.0万股 | $618.0万 | 7.6万股 | -6,049股-8.00% | 减仓 |
 亚马逊AMZN |
| 0.91% | 1.12% | $1,014.6万 | 4.9万股 | $649.4万 | 7.7万股 | -2.9万股-36.98% | 减仓 |
 雪佛龙CVX |
| 0.89% | 1.8% | $990.8万 | 4.8万股 | $1,045.2万 | 5.8万股 | -1.0万股-17.76% | 减仓 |
| V先锋领航·MIDVO |
| 0.88% | — | $986.9万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.81% | — | $905.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 百事可乐PEP |
| 0.8% | 1.88% | $896.1万 | 5.8万股 | $1,094.2万 | 6.1万股 | -2,863股-4.73% | 减仓 |
 礼来LLY |
| 0.66% | 0.41% | $731.8万 | 7,956股 | $237.5万 | 6,492股 | +1,464股+22.55% | 加仓 |
| N新纪元能源NEE |
| 0.65% | 1.25% | $731.0万 | 7.9万股 | $723.8万 | 8.7万股 | -7,868股-9.09% | 减仓 |
 洛克希德马丁LMT |
| 0.64% | 1.23% | $715.1万 | 1.2万股 | $715.2万 | 1.5万股 | -2,871股-19.53% | 减仓 |
| IIBMIBM |
| 0.63% | 0.8% | $708.8万 | 2.9万股 | $462.9万 | 3.3万股 | -3,614股-11.00% | 减仓 |
| I景顺QQQ信托VOO |
| 0.63% | — | $698.8万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 万事达MA |
| 0.62% | 1.2% | $696.3万 | 1.4万股 | $697.0万 | 2.0万股 | -6,109股-30.48% | 减仓 |
 高盛GS |
| 0.62% | 0.56% | $693.0万 | 8,191股 | $326.5万 | 9,507股 | -1,316股-13.84% | 减仓 |
 可口可乐KO |
| 0.61% | 1.12% | $684.7万 | 9.0万股 | $649.2万 | 10.2万股 | -1.2万股-11.79% | 减仓 |
 思科CSCO |
| 0.6% | 0.84% | $667.0万 | 8.6万股 | $486.4万 | 10.2万股 | -1.6万股-15.80% | 减仓 |
| IiShares安硕信托TLT |
| 0.59% | — | $656.7万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 艾伯维ABBV |
| 0.54% | 0.81% | $608.7万 | 2.8万股 | $471.1万 | 2.9万股 | -1,161股-3.98% | 减仓 |
 星座品牌STZ |
| 0.51% | 1.73% | $565.2万 | 3.8万股 | $1,007.3万 | 4.3万股 | -5,790股-13.32% | 减仓 |
| BBANK OF AMERBAC |
| 0.5% | 0.52% | $562.9万 | 11.5万股 | $301.4万 | 9.1万股 | +2.4万股+26.90% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.47% | 0.88% | $529.0万 | 1.8万股 | $510.4万 | 2.1万股 | -2,283股-11.02% | 减仓 |
 谷歌AGOOGL |
| 0.47% | 0.44% | $526.0万 | 1.8万股 | $255.4万 | 2.9万股 | -1.1万股-36.81% | 减仓 |
 沃尔玛WMT |
| 0.46% | 0.38% | $509.2万 | 4.1万股 | $217.9万 | 1.5万股 | +2.6万股+166.66% | 加仓 |
 TJXTJX |
| 0.45% | 0.48% | $507.5万 | 3.2万股 | $277.2万 | 3.5万股 | -3,052股-8.76% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.45% | — | $505.1万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 雅培ABT |
| 0.45% | 1.15% | $503.2万 | 4.9万股 | $667.2万 | 6.1万股 | -1.2万股-19.35% | 减仓 |
| IiShares安硕信托ITOT |
| 0.45% | — | $498.2万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 PAYCHEX COMPAYX |
| 0.44% | 1.66% | $496.9万 | 5.4万股 | $961.3万 | 8.3万股 | -2.9万股-35.15% | 减仓 |
