| IiShares安硕信托IVV |
| 25.93% | 28.8% | $2,348.0万 | 3.1万股 | $2,149.5万 | 3.3万股 | -1,554股-4.72% | 减仓 |
| IiShares安硕·COREIJH |
| 22.39% | 23.95% | $2,026.8万 | 26.3万股 | $1,787.5万 | 26.5万股 | -1,845股-0.70% | 减仓 |
| IiShares安硕·COREIJR |
| 12.56% | 13.22% | $1,136.9万 | 7.7万股 | $986.8万 | 7.9万股 | -2,730股-3.44% | 减仓 |
| F富达Covington信托FIVA |
| 7.84% | — | $709.5万 | 18.4万股 | $0 | 0股 | +18.4万股 | 新买入 |
| G通用动力VTI |
| 3.09% | 3.3% | $280.0万 | 7,567股 | $246.6万 | 7,686股 | -119股-1.55% | 减仓 |
 苹果AAPL |
| 2.4% | 2.6% | $217.7万 | 7,524股 | $194.2万 | 7,652股 | -128股-1.67% | 减仓 |
 微软MSFT |
| 1.36% | 1.65% | $123.2万 | 3,302股 | $123.0万 | 3,322股 | -20股-0.60% | 减仓 |
 VanEck ETF信托SMH |
| 1.36% | — | $123.0万 | 1,876股 | $0 | 0股 | +1,876股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 1.34% | 1.54% | $121.4万 | 6,711股 | $115.3万 | 6,972股 | -261股-3.74% | 减仓 |
 摩根大通JPM |
| 1.32% | 1.52% | $119.9万 | 3,663股 | $113.6万 | 3,862股 | -199股-5.15% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.3% | 0.62% | $117.8万 | 2,731股 | $46.5万 | 2,834股 | -103股-3.63% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.3% | 1.51% | $117.8万 | 8,044股 | $113.1万 | 8,825股 | -781股-8.85% | 减仓 |
| IiShares安硕信托IEFA |
| 1.18% | 1.32% | $106.4万 | 1.1万股 | $98.9万 | 1.1万股 | +93股+0.85% | 加仓 |
 卡特彼勒CAT |
| 1.02% | 0.82% | $92.1万 | 865股 | $61.3万 | 865股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.86% | 1.16% | $77.8万 | 6,866股 | $86.9万 | 6,993股 | -127股-1.82% | 减仓 |
 麦当劳MCD |
| 0.75% | 1.04% | $68.2万 | 2,523股 | $77.6万 | 2,496股 | +27股+1.08% | 加仓 |
 埃克森美孚XOM |
| 0.75% | 1.12% | $67.6万 | 4,945股 | $83.3万 | 4,908股 | +37股+0.75% | 加仓 |
 英伟达NVDA |
| 0.72% | 0.47% | $65.1万 | 3,252股 | $35.2万 | 2,017股 | +1,235股+61.23% | 加仓 |
 强生JNJ |
| 0.68% | 0.8% | $61.7万 | 2,430股 | $59.4万 | 2,429股 | +1股+0.04% | 加仓 |
| V先锋领航指数基金VTV |
| 0.68% | 0.77% | $61.2万 | 2,809股 | $57.6万 | 2,936股 | -127股-4.33% | 减仓 |
 ALTRIAMO |
| 0.61% | 0.68% | $55.5万 | 7,710股 | $50.9万 | 7,710股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.61% | 0.72% | $54.9万 | 3,742股 | $54.0万 | 3,740股 | +2股+0.05% | 加仓 |
| IiShares安硕信托IVW |
| 0.57% | 0.62% | $51.6万 | 3,755股 | $46.3万 | 4,093股 | -338股-8.26% | 减仓 |
 AMGEN COMAMGN |
| 0.54% | 0.69% | $49.0万 | 1,354股 | $51.8万 | 1,472股 | -118股-8.02% | 减仓 |
 思科CSCO |
| 0.53% | 0.45% | $47.8万 | 4,066股 | $33.4万 | 4,298股 | -232股-5.40% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.49% | 0.6% | $44.7万 | 7,723股 | $44.4万 | 7,708股 | +15股+0.19% | 加仓 |
 雪佛龙CVX |
| 0.49% | 0.73% | $44.6万 | 2,689股 | $54.4万 | 2,627股 | +62股+2.36% | 加仓 |
| IiShares安硕信托IWS |
| 0.49% | 0.55% | $44.2万 | 2,685股 | $40.8万 | 2,797股 | -112股-4.00% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.46% | 0.56% | $41.3万 | 6,442股 | $41.9万 | 6,427股 | +15股+0.23% | 加仓 |
 哈勃HUBB |
| 0.44% | 0.5% | $40.1万 | 767股 | $37.6万 | 767股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.39% | 0.42% | $35.6万 | 905股 | $31.6万 | 1,008股 | -103股-10.22% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.39% | 0.51% | $35.5万 | 1,500股 | $38.3万 | 1,780股 | -280股-15.73% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.38% | 0.41% | $34.6万 | 1,422股 | $30.8万 | 1,420股 | +2股+0.14% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.38% | 0.42% | $34.1万 | 6,370股 | $31.4万 | 6,370股 | 00.00% | 持仓不变 |
 PINNACLE WEST CAPPNW |
| 0.35% | 0.4% | $31.8万 | 2,976股 | $30.0万 | 2,976股 | 00.00% | 持仓不变 |
 VisaV |
| 0.34% | 0.33% | $31.1万 | 906股 | $24.9万 | 825股 | +81股+9.82% | 加仓 |
 默沙东MRK |
| 0.33% | 0.38% | $30.3万 | 2,360股 | $28.4万 | 2,360股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.32% | 0.38% | $28.8万 | 1,025股 | $28.5万 | 1,176股 | -151股-12.84% | 减仓 |
 英特尔INTC |
| 0.32% | — | $28.7万 | 2,057股 | $0 | 0股 | +2,057股 | 新买入 |
 TRAVELERS COSTRV |
| 0.31% | 0.34% | $28.4万 | 860股 | $25.1万 | 860股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.29% | 0.27% | $26.2万 | 355股 | $20.5万 | 355股 | 00.00% | 持仓不变 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.29% | 0.36% | $25.8万 | 9,036股 | $27.0万 | 1.0万股 | -1,401股-13.42% | 减仓 |
 3M COMMMM |
| 0.28% | 0.31% | $25.7万 | 1,586股 | $23.0万 | 1,586股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.28% | 0.29% | $25.1万 | 4,411股 | $21.5万 | 4,407股 | +4股+0.09% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.28% | — | $25.0万 | 390股 | $0 | 0股 | +390股 | 新买入 |
| IiShares安硕信托IJJ |
| 0.27% | 0.29% | $24.0万 | 1,627股 | $21.5万 | 1,626股 | +1股+0.06% | 加仓 |
 迪士尼DIS |
| 0.27% | 0.32% | $24.0万 | 2,494股 | $24.0万 | 2,494股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.25% | — | $22.4万 | 430股 | $0 | 0股 | +430股 | 新买入 |
 亚马逊AMZN |
| 0.23% | — | $20.9万 | 876股 | $0 | 0股 | +876股 | 新买入 |
