| G通用动力VTI |
| 5.12% | 4.88% | $8,636.8万 | 26.4万股 | $7,765.9万 | 25.6万股 | +8,002股+3.13% | 加仓 |
| V先锋领航STAR基金VXUS |
| 4.82% | 4.77% | $8,132.3万 | 111.2万股 | $7,589.6万 | 110.1万股 | +1.1万股+0.95% | 加仓 |
| IiShares安硕信托IVV |
| 4.53% | 4.29% | $7,647.1万 | 11.5万股 | $6,815.5万 | 11.0万股 | +4,311股+3.91% | 加仓 |
 微软MSFT |
| 2.72% | 2.86% | $4,595.5万 | 8.9万股 | $4,555.0万 | 9.2万股 | -2,543股-2.77% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.51% | 2.49% | $4,229.0万 | 45.5万股 | $3,958.4万 | 44.3万股 | +1.2万股+2.64% | 加仓 |
 沃尔玛WMT |
| 2.27% | 2.28% | $3,822.6万 | 37.1万股 | $3,630.3万 | 37.3万股 | -2,372股-0.64% | 减仓 |
 苹果AAPL |
| 2.08% | 1.79% | $3,513.1万 | 13.8万股 | $2,852.9万 | 14.2万股 | -3,799股-2.68% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.01% | 1.59% | $3,385.8万 | 13.9万股 | $2,529.8万 | 14.2万股 | -3,351股-2.36% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.88% | 1.98% | $3,176.5万 | 6.4万股 | $3,146.6万 | 6.5万股 | -1,161股-1.79% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.79% | 1.7% | $3,016.2万 | 25.1万股 | $2,704.3万 | 24.9万股 | +2,169股+0.87% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.66% | 1.63% | $2,799.1万 | 6.0万股 | $2,587.8万 | 6.1万股 | -1,370股-2.23% | 减仓 |
 亚马逊AMZN |
| 1.64% | 1.78% | $2,771.3万 | 12.5万股 | $2,830.5万 | 12.7万股 | -2,017股-1.59% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.49% | 1.44% | $2,513.3万 | 42.7万股 | $2,292.0万 | 39.0万股 | +3.7万股+9.52% | 加仓 |
| IiShares安硕信托EFG |
| 1.45% | 1.53% | $2,442.4万 | 21.6万股 | $2,425.8万 | 21.7万股 | -1,590股-0.73% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.26% | 1.26% | $2,129.5万 | 3.2万股 | $2,007.4万 | 3.3万股 | -560股-1.72% | 减仓 |
 博通AVGO |
| 1.16% | 1.06% | $1,951.3万 | 6.0万股 | $1,690.4万 | 6.3万股 | -3,249股-5.18% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 1.14% | 1.19% | $1,916.4万 | 17.8万股 | $1,884.0万 | 17.7万股 | +1,729股+0.98% | 加仓 |
 强生JNJ |
| 1.13% | 1.03% | $1,907.3万 | 10.5万股 | $1,641.2万 | 10.8万股 | -2,665股-2.47% | 减仓 |
 摩根大通JPM |
| 1.08% | 1.08% | $1,828.6万 | 5.8万股 | $1,716.4万 | 6.0万股 | -1,856股-3.10% | 减仓 |
 英伟达NVDA |
| 1.06% | 1% | $1,780.5万 | 9.8万股 | $1,583.2万 | 10.0万股 | -2,455股-2.45% | 减仓 |
 科磊KLAC |
| 1.02% | 1.04% | $1,715.8万 | 1.6万股 | $1,659.1万 | 1.9万股 | -2,520股-13.52% | 减仓 |
| C花旗集团C |
| 0.99% | 1.19% | $1,679.0万 | 16.3万股 | $1,899.4万 | 22.5万股 | -6.2万股-27.69% | 减仓 |
 埃克森美孚XOM |
| 0.98% | 1.01% | $1,659.9万 | 14.5万股 | $1,611.7万 | 14.7万股 | -2,025股-1.37% | 减仓 |
 雪佛龙CVX |
| 0.93% | 0.92% | $1,574.4万 | 10.1万股 | $1,463.1万 | 10.2万股 | -893股-0.88% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.88% | 0.89% | $1,477.6万 | 4.5万股 | $1,419.2万 | 4.7万股 | -2,240股-4.78% | 减仓 |
 雷神技术RTX |
| 0.86% | 0.82% | $1,453.7万 | 8.9万股 | $1,303.6万 | 9.0万股 | -1,272股-1.41% | 减仓 |
| N新纪元能源NEE |
| 0.82% | 0.82% | $1,392.0万 | 18.3万股 | $1,311.4万 | 18.5万股 | -2,342股-1.27% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.82% | 0.83% | $1,388.7万 | 6.5万股 | $1,327.2万 | 6.5万股 | -376股-0.58% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.82% | 0.83% | $1,380.9万 | 19.4万股 | $1,312.0万 | 19.6万股 | -1,420股-0.73% | 减仓 |
| B纽约梅隆银行BK |
| 0.81% | 0.72% | $1,367.8万 | 12.5万股 | $1,151.3万 | 12.6万股 | -1,633股-1.29% | 减仓 |
| IiShares安硕信托GVI |
| 0.76% | 0.68% | $1,275.8万 | 12.0万股 | $1,086.6万 | 10.2万股 | +1.7万股+16.91% | 加仓 |
| IiShares安硕信托IWD |
| 0.75% | 0.81% | $1,272.8万 | 6.3万股 | $1,290.3万 | 6.7万股 | -4,095股-6.14% | 减仓 |
 迪士尼DIS |
| 0.71% | 0.8% | $1,191.8万 | 10.4万股 | $1,279.2万 | 10.5万股 | -720股-0.69% | 减仓 |
| AANGEL OAK ULTRASHORT INCOME ETFUYLD |
| 0.7% | 0.55% | $1,179.6万 | 23.0万股 | $877.5万 | 17.1万股 | +5.9万股+34.22% | 加仓 |
 思科CSCO |
| 0.68% | 0.74% | $1,141.6万 | 16.9万股 | $1,172.3万 | 17.1万股 | -2,188股-1.28% | 减仓 |
| IiShares安硕·COREIJH |
| 0.66% | 0.66% | $1,112.6万 | 17.1万股 | $1,042.8万 | 16.8万股 | +2,526股+1.50% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.65% | 0.67% | $1,096.5万 | 1.8万股 | $1,071.3万 | 1.9万股 | -493股-2.61% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.64% | 0.75% | $1,083.7万 | 6.6万股 | $1,195.1万 | 6.6万股 | +474股+0.72% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.63% | 0.63% | $1,059.2万 | 11.9万股 | $995.5万 | 11.7万股 | +1,465股+1.25% | 加仓 |
 壳牌SHEL |
| 0.63% | 0.76% | $1,056.9万 | 14.6万股 | $1,212.3万 | 17.1万股 | -2.5万股-14.59% | 减仓 |
| IiShares安硕信托IEFA |
| 0.6% | 0.61% | $1,012.7万 | 11.7万股 | $972.0万 | 11.7万股 | -135股-0.12% | 减仓 |
| T赛默飞世尔TMO |
| 0.59% | 0.57% | $1,000.7万 | 2.2万股 | $902.5万 | 2.2万股 | -447股-2.02% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.56% | 0.59% | $944.9万 | 16.6万股 | $932.5万 | 16.5万股 | +1,317股+0.80% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.55% | 0.56% | $930.4万 | 6.6万股 | $892.8万 | 6.7万股 | -1,159股-1.72% | 减仓 |
 甲骨文ORCL |
| 0.55% | 0.44% | $925.2万 | 3.3万股 | $692.8万 | 3.3万股 | -236股-0.72% | 减仓 |
 迈威尔MRVL |
| 0.54% | 0.31% | $907.8万 | 11.0万股 | $496.6万 | 6.4万股 | +4.6万股+71.20% | 加仓 |
 艾默生电气EMR |
| 0.54% | 0.59% | $904.3万 | 7.0万股 | $942.0万 | 7.1万股 | -768股-1.09% | 减仓 |
 宝洁PG |
| 0.51% | 0.58% | $859.8万 | 5.6万股 | $929.2万 | 5.8万股 | -2,127股-3.66% | 减仓 |
 嘉信理财SCHW |
| 0.51% | 0.6% | $859.5万 | 8.9万股 | $951.6万 | 10.6万股 | -1.7万股-16.11% | 减仓 |
 好市多COST |
| 0.51% | 0.6% | $853.1万 | 9,305股 | $953.1万 | 9,675股 | -370股-3.82% | 减仓 |
