| IiShares安硕信托IVV |
| 18.88% | 18.99% | $2,003.3万 | 4.4万股 | $2,277.3万 | 4.8万股 | -3,587股-7.51% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 9.56% | 9.07% | $1,014.1万 | 10.2万股 | $1,087.7万 | 10.3万股 | -1,193股-1.16% | 减仓 |
| IiShares安硕信托IUSV |
| 8.44% | 4.25% | $895.9万 | 11.8万股 | $509.8万 | 6.7万股 | +5.1万股+76.81% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 6.94% | 7.34% | $736.6万 | 14.9万股 | $880.0万 | 17.6万股 | -2.8万股-15.65% | 减仓 |
| IiShares安硕信托SHYG |
| 6.49% | 5.72% | $688.2万 | 15.7万股 | $686.1万 | 15.1万股 | +5,107股+3.37% | 加仓 |
 SERVISFIRST BANCSHARESSFBS |
| 4.99% | 4.01% | $529.4万 | 5.6万股 | $480.4万 | 5.7万股 | -999股-1.77% | 减仓 |
| IiShares安硕信托IXN |
| 4.86% | 5.79% | $515.4万 | 8.9万股 | $694.2万 | 10.8万股 | -1.9万股-17.59% | 减仓 |
| IiShares安硕信托IVW |
| 4.83% | 6.71% | $513.0万 | 6.7万股 | $805.1万 | 9.6万股 | -2.9万股-30.19% | 减仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 4.77% | 2.67% | $505.8万 | 28.7万股 | $320.6万 | 22.8万股 | +5.9万股+25.76% | 加仓 |
| IiShares安硕信托USMV |
| 4.23% | 3.82% | $448.3万 | 5.8万股 | $457.5万 | 5.7万股 | +1,247股+2.21% | 加仓 |
| IiShares安硕信托DVY |
| 4.18% | — | $443.9万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 3.38% | 2.5% | $358.9万 | 1.0万股 | $300.3万 | 1.0万股 | +126股+1.25% | 加仓 |
 苹果AAPL |
| 3.04% | 3.13% | $322.3万 | 1.8万股 | $375.3万 | 2.1万股 | -2,678股-12.67% | 减仓 |
 微软MSFT |
| 2.31% | 2.41% | $245.4万 | 7,961股 | $288.8万 | 8,588股 | -627股-7.30% | 减仓 |
| IiShares安硕·COREIJR |
| 2.14% | 2.09% | $227.5万 | 2.1万股 | $251.1万 | 2.2万股 | -840股-3.83% | 减仓 |
| IiShares安硕·COREIJH |
| 2.14% | 2.09% | $226.6万 | 8,445股 | $250.8万 | 8,859股 | -414股-4.67% | 减仓 |
| IiShares安硕信托ITOT |
| 1.36% | 3.63% | $144.6万 | 1.4万股 | $435.7万 | 4.1万股 | -2.6万股-64.82% | 减仓 |
| G通用动力VTI |
| 1.35% | 1.26% | $143.2万 | 6,289股 | $151.4万 | 6,270股 | +19股+0.30% | 加仓 |
 高盛GS |
| 1.12% | 1.24% | $118.8万 | 3,600股 | $148.1万 | 3,871股 | -271股-7.00% | 减仓 |
 TARGET COMTGT |
| 1.08% | 1.15% | $114.3万 | 5,387股 | $137.6万 | 5,946股 | -559股-9.40% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.75% | 0.7% | $79.3万 | 1.3万股 | $84.3万 | 1.3万股 | +23股+0.17% | 加仓 |
 南方电力SO |
| 0.63% | 0.53% | $67.1万 | 9,252股 | $63.4万 | 9,252股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.58% | 0.65% | $61.2万 | 1.1万股 | $78.3万 | 1.3万股 | -1,504股-11.60% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.46% | 0.42% | $48.6万 | 1,400股 | $50.9万 | 1,400股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.37% | 0.32% | $39.6万 | 6,392股 | $37.8万 | 6,392股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.37% | 0.35% | $38.8万 | 2,493股 | $41.6万 | 2,655股 | -162股-6.10% | 减仓 |
 沃尔玛WMT |
| 0.28% | 0.26% | $30.1万 | 2,021股 | $31.7万 | 2,193股 | -172股-7.84% | 减仓 |
 联合健康UNH |
| 0.24% | 0.23% | $25.7万 | 505股 | $27.2万 | 541股 | -36股-6.65% | 减仓 |
 亚马逊AMZN |
| 0.22% | 0.29% | $23.5万 | 72股 | $34.3万 | 103股 | -31股-30.10% | 减仓 |
| CCONFORMIS INC |
| 0.01% | 0.01% | $9,000 | 1.4万股 | $1.0万 | 1.4万股 | 00.00% | 持仓不变 |
