| IiShares安硕·COREIJH |
| 11.28% | 10.68% | $1,848.1万 | 24.0万股 | $1,574.2万 | 23.3万股 | +6,561股+2.81% | 加仓 |
| IiShares安硕信托IVV |
| 10.75% | 10.29% | $1,761.8万 | 2.4万股 | $1,517.9万 | 2.3万股 | +288股+1.24% | 加仓 |
| V先锋领航·FTSEVEA |
| 6.81% | 6.77% | $1,115.1万 | 15.7万股 | $997.6万 | 15.6万股 | +821股+0.53% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 5.76% | 5.66% | $944.1万 | 2.3万股 | $834.2万 | 2.3万股 | -341股-1.46% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 5.75% | 5.68% | $942.8万 | 8.5万股 | $837.5万 | 8.6万股 | -678股-0.79% | 减仓 |
 洛克希德马丁LMT |
| 5.41% | 7.13% | $886.1万 | 1.7万股 | $1,050.9万 | 1.7万股 | +4股+0.02% | 加仓 |
| V先锋领航指数基金VNQ |
| 4.89% | 4.91% | $801.0万 | 8.3万股 | $723.3万 | 8.2万股 | +1,520股+1.86% | 加仓 |
| IiShares安硕·COREIJR |
| 4.43% | 4.03% | $725.7万 | 4.9万股 | $594.2万 | 4.8万股 | +1,132股+2.37% | 加仓 |
| IiShares安硕信托IGM |
| 3.42% | 2.72% | $561.0万 | 3.4万股 | $401.3万 | 3.4万股 | +435股+1.28% | 加仓 |
 苹果AAPL |
| 3.04% | 2.96% | $498.9万 | 1.7万股 | $437.0万 | 1.7万股 | +21股+0.12% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.96% | 2.91% | $485.5万 | 8.1万股 | $428.4万 | 7.9万股 | +2,073股+2.62% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 2.43% | 2.26% | $398.9万 | 1.3万股 | $332.9万 | 1.3万股 | -147股-1.10% | 减仓 |
| IiShares安硕信托IJJ |
| 2.22% | 2.25% | $363.7万 | 2.5万股 | $331.8万 | 2.5万股 | -425股-1.70% | 减仓 |
 礼来LLY |
| 1.96% | 1.7% | $321.8万 | 2,683股 | $251.3万 | 2,732股 | -49股-1.79% | 减仓 |
| V先锋领航全球基金VOX |
| 1.88% | 2.04% | $307.8万 | 1.7万股 | $300.3万 | 1.7万股 | +36股+0.22% | 加仓 |
 埃克森美孚XOM |
| 1.28% | 1.78% | $209.7万 | 1.5万股 | $262.0万 | 1.5万股 | -103股-0.67% | 减仓 |
 微软MSFT |
| 1.27% | 1.38% | $207.8万 | 5,570股 | $202.8万 | 5,478股 | +92股+1.68% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.23% | 1.01% | $201.2万 | 2.0万股 | $149.0万 | 1.9万股 | +722股+3.81% | 加仓 |
| IiShares安硕信托EFV |
| 1% | 1.09% | $163.8万 | 2.1万股 | $160.8万 | 2.2万股 | -230股-1.06% | 减仓 |
 思科CSCO |
| 0.94% | 0.72% | $154.8万 | 1.3万股 | $106.2万 | 1.4万股 | -511股-3.73% | 减仓 |
 谷歌AGOOGL |
| 0.93% | 0.8% | $153.2万 | 4,286股 | $117.6万 | 4,091股 | +195股+4.77% | 加仓 |
 摩根大通JPM |
| 0.91% | 0.91% | $149.3万 | 4,560股 | $134.2万 | 4,561股 | -1股-0.02% | 减仓 |
 宝洁PG |
| 0.8% | 0.86% | $131.9万 | 8,993股 | $127.1万 | 8,800股 | +193股+2.19% | 加仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.79% | 0.78% | $129.0万 | 9,439股 | $114.4万 | 9,659股 | -220股-2.28% | 减仓 |
 强生JNJ |
| 0.74% | 0.8% | $121.2万 | 4,774股 | $117.7万 | 4,815股 | -41股-0.85% | 减仓 |
 雷神技术RTX |
| 0.71% | 0.83% | $117.0万 | 6,167股 | $122.0万 | 6,325股 | -158股-2.50% | 减仓 |
 博通AVGO |
| 0.65% | 0.58% | $107.1万 | 2,834股 | $86.0万 | 2,777股 | +57股+2.05% | 加仓 |
 VisaV |
| 0.63% | 0.61% | $102.7万 | 2,994股 | $89.8万 | 2,970股 | +24股+0.81% | 加仓 |
 雪佛龙CVX |
| 0.61% | 0.85% | $100.3万 | 6,053股 | $125.8万 | 6,082股 | -29股-0.48% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.64% | $100.0万 | 1,999股 | $93.9万 | 1,959股 | +40股+2.04% | 加仓 |
 德州仪器TXN |
| 0.5% | 0.36% | $82.1万 | 2,753股 | $53.4万 | 2,753股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.5% | 0.39% | $81.4万 | 2,249股 | $58.1万 | 1,650股 | +599股+36.30% | 加仓 |
| V先锋领航指数基金VOO |
| 0.46% | 0.45% | $75.5万 | 1,100股 | $65.7万 | 1,100股 | 00.00% | 持仓不变 |
 UNUMUNM |
| 0.41% | 0.37% | $67.2万 | 7,516股 | $54.9万 | 7,516股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 0.4% | 0.48% | $65.4万 | 3,867股 | $70.4万 | 3,867股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.35% | $65.2万 | 1,845股 | $51.2万 | 1,786股 | +59股+3.30% | 加仓 |
 Mid-America公寓MAA |
| 0.38% | 0.37% | $62.1万 | 4,467股 | $54.6万 | 4,467股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.38% | 0.39% | $61.8万 | 4,806股 | $57.3万 | 4,761股 | +45股+0.95% | 加仓 |
 英伟达NVDA |
| 0.38% | 0.33% | $61.5万 | 3,075股 | $48.7万 | 2,790股 | +285股+10.22% | 加仓 |
 亚马逊AMZN |
| 0.37% | 0.35% | $61.1万 | 2,564股 | $51.0万 | 2,447股 | +117股+4.78% | 加仓 |
 康菲石油COP |
| 0.36% | 0.51% | $58.7万 | 5,651股 | $74.8万 | 5,667股 | -16股-0.28% | 减仓 |
 麦当劳MCD |
| 0.35% | 0.44% | $56.8万 | 2,102股 | $65.1万 | 2,094股 | +8股+0.38% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.35% | 0.34% | $56.7万 | 4,837股 | $49.8万 | 4,567股 | +270股+5.91% | 加仓 |
 沃尔玛WMT |
| 0.34% | 0.41% | $56.3万 | 4,967股 | $61.0万 | 4,912股 | +55股+1.12% | 加仓 |
 甲骨文ORCL |
| 0.34% | 0.39% | $56.2万 | 3,834股 | $57.4万 | 3,903股 | -69股-1.77% | 减仓 |
 好事达ALL |
| 0.34% | 0.33% | $55.4万 | 2,328股 | $48.5万 | 2,339股 | -11股-0.47% | 减仓 |
| E爱克斯龙EXC |
| 0.33% | 0.38% | $53.8万 | 1.2万股 | $55.9万 | 1.1万股 | +140股+1.23% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 0.32% | 0.3% | $51.7万 | 1,624股 | $44.1万 | 1,629股 | -5股-0.31% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.29% | 0.31% | $47.6万 | 5,763股 | $45.8万 | 5,757股 | +6股+0.10% | 加仓 |
 威瑞森VZ |
| 0.29% | 0.38% | $47.5万 | 1.1万股 | $56.0万 | 1.1万股 | +61股+0.55% | 加仓 |
