| G通用动力VTI |
| 51.15% | 50.87% | $4,843.4万 | 13.1万股 | $4,307.7万 | 12.8万股 | +2,404股+1.87% | 加仓 |
| SSPDR行业精选信托XLK |
| 7.26% | 5.89% | $687.7万 | 3.6万股 | $498.7万 | 3.5万股 | +1,452股+4.19% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 6.81% | 4.14% | $644.4万 | 2.1万股 | $350.6万 | 1.4万股 | +7,203股+50.57% | 加仓 |
| IiShares安硕·COREIJR |
| 5.61% | 7.02% | $531.5万 | 3.6万股 | $594.9万 | 5.0万股 | -1.4万股-27.61% | 减仓 |
 苹果AAPL |
| 3.78% | 4.12% | $358.4万 | 1.2万股 | $349.2万 | 1.3万股 | -461股-3.59% | 减仓 |
 礼来LLY |
| 2.61% | 2.76% | $247.1万 | 2,060股 | $233.6万 | 2,174股 | -114股-5.24% | 减仓 |
| S道富XLI |
| 2.31% | 2.02% | $219.0万 | 1.2万股 | $170.9万 | 1.1万股 | +805股+7.30% | 加仓 |
 微软MSFT |
| 2.21% | 3.31% | $209.3万 | 5,610股 | $280.7万 | 5,804股 | -194股-3.34% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.11% | 2.57% | $199.4万 | 3,984股 | $217.4万 | 4,325股 | -341股-7.88% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.68% | 1.66% | $158.6万 | 3.0万股 | $140.6万 | 2.6万股 | +3,917股+15.26% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.67% | 1.66% | $157.7万 | 1.3万股 | $141.0万 | 1.2万股 | +1,642股+13.91% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.59% | 1.74% | $151.0万 | 1.4万股 | $147.2万 | 1.3万股 | +1,590股+12.71% | 加仓 |
 耐克NKE |
| 1.43% | 2.98% | $135.3万 | 3.3万股 | $252.4万 | 4.0万股 | -6,650股-16.79% | 减仓 |
| IiShares安硕信托LQD |
| 1.35% | 1.17% | $127.6万 | 1.2万股 | $99.1万 | 8,994股 | +2,707股+30.10% | 加仓 |
 亚马逊AMZN |
| 1.12% | 1.08% | $106.1万 | 4,450股 | $91.3万 | 3,957股 | +493股+12.46% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.05% | 0.42% | $99.6万 | 2,309股 | $35.9万 | 2,855股 | -546股-19.12% | 减仓 |
 卡特彼勒CAT |
| 0.92% | 0.47% | $87.2万 | 819股 | $39.6万 | 692股 | +127股+18.35% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.78% | $85.1万 | 2,407股 | $66.4万 | 2,116股 | +291股+13.75% | 加仓 |
 摩根大通JPM |
| 0.88% | 0.81% | $83.0万 | 2,535股 | $69.0万 | 2,140股 | +395股+18.46% | 加仓 |
 Meta平台META |
| 0.57% | 0.59% | $53.5万 | 950股 | $49.9万 | 756股 | +194股+25.66% | 加仓 |
 英特尔INTC |
| 0.55% | 0.31% | $52.4万 | 3,751股 | $26.6万 | 7,208股 | -3,457股-47.96% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.49% | 0.87% | $46.1万 | 2,169股 | $74.0万 | 3,865股 | -1,696股-43.88% | 减仓 |
 AMGEN COMAMGN |
| 0.44% | 0.45% | $42.0万 | 1,160股 | $38.0万 | 1,160股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 0.26% | 0.27% | $24.4万 | 2,426股 | $23.0万 | 2,288股 | +138股+6.03% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 0.17% | 0.17% | $16.3万 | 719股 | $14.2万 | 719股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.16% | 0.16% | $15.6万 | 715股 | $13.7万 | 715股 | 00.00% | 持仓不变 |
| V先锋领航全球基金ESGV |
| 0.13% | 0.13% | $12.6万 | 956股 | $11.4万 | 945股 | +11股+1.16% | 加仓 |
 特斯拉TSLA |
| 0.12% | 0.14% | $11.1万 | 265股 | $11.9万 | 265股 | 00.00% | 持仓不变 |
 AFLAC COMAFL |
| 0.1% | 0.11% | $9.7万 | 828股 | $9.1万 | 828股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.09% | 0.18% | $8.4万 | 532股 | $15.1万 | 972股 | -440股-45.27% | 减仓 |
 迪士尼DIS |
| 0.08% | 0.13% | $7.7万 | 798股 | $11.0万 | 965股 | -167股-17.31% | 减仓 |
 家得宝HD |
| 0.07% | 0.07% | $6.5万 | 183股 | $6.3万 | 183股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.06% | — | $5.3万 | 884股 | $0 | 0股 | +884股 | 新买入 |
 埃克森美孚XOM |
| 0.05% | 0.09% | $5.0万 | 368股 | $7.9万 | 655股 | -287股-43.82% | 减仓 |
| AAT&TT |
| 0.04% | 0.06% | $4.0万 | 1,913股 | $4.8万 | 1,913股 | 00.00% | 持仓不变 |
 FIFTH THIRD BANCORP COMFITB |
| 0.03% | 0.03% | $3.3万 | 590股 | $2.7万 | 589股 | +1股+0.17% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.02% | 0.02% | $2.2万 | 269股 | $2.1万 | 269股 | 00.00% | 持仓不变 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 0.02% | 0.02% | $2.2万 | 297股 | $2.0万 | 297股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSL |
| 0.02% | 0.02% | $2.1万 | 155股 | $1.9万 | 155股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.01% | 0.02% | $1.4万 | 70股 | $1.3万 | 70股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 0.01% | 0.01% | $1.3万 | 289股 | $1.2万 | 289股 | 00.00% | 持仓不变 |
| UUNDER ARMOUR INC CL CUA |
| 0.01% | 0.01% | $1.2万 | 1,960股 | $9,408 | 1,960股 | 00.00% | 持仓不变 |
| DDBX ETF信托USSG |
| 0.01% | 0.01% | $6,877 | 99股 | $6,287 | 99股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITOT |
| 0.01% | 0.01% | $6,874 | 42股 | $6,108 | 41股 | +1股+2.44% | 加仓 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.01% | 0.01% | $6,855 | 94股 | $6,218 | 94股 | 00.00% | 持仓不变 |
| NNUVEEN ESG LARGE-CAP VALUE ETFNULV |
| 0.01% | 0.01% | $6,699 | 134股 | $6,037 | 134股 | 00.00% | 持仓不变 |
