| S嘉信·USSCHX |
| 11.05% | 10.88% | $3,526.0万 | 119.8万股 | $3,086.5万 | 120.4万股 | -5,700股-0.47% | 减仓 |
| IiShares安硕信托DGRO |
| 7.53% | 7.31% | $2,403.6万 | 31.7万股 | $2,073.7万 | 29.5万股 | +2.2万股+7.33% | 加仓 |
| S嘉信策略信托SCHD |
| 7.06% | 7.4% | $2,253.9万 | 71.1万股 | $2,097.6万 | 68.4万股 | +2.7万股+3.96% | 加仓 |
| S嘉信策略信托SCHF |
| 5.33% | 5.22% | $1,699.6万 | 61.4万股 | $1,481.6万 | 59.9万股 | +1.5万股+2.50% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 5.07% | 5.34% | $1,618.5万 | 19.6万股 | $1,515.0万 | 18.3万股 | +1.3万股+6.96% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.32% | 3.93% | $1,378.4万 | 40.7万股 | $1,113.8万 | 38.2万股 | +2.5万股+6.53% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.87% | 3.85% | $1,233.9万 | 15.6万股 | $1,091.8万 | 13.8万股 | +1.8万股+13.36% | 加仓 |
| V先锋领航·TOTALBND |
| 3.76% | 3.65% | $1,200.8万 | 16.4万股 | $1,035.0万 | 14.1万股 | +2.3万股+16.38% | 加仓 |
| IiShares安硕信托SHYG |
| 3.34% | 3.53% | $1,066.7万 | 25.2万股 | $999.7万 | 23.6万股 | +1.5万股+6.45% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 3.12% | 3.51% | $996.4万 | 19.0万股 | $994.9万 | 18.9万股 | +837股+0.44% | 加仓 |
| F富达Covington信托FDVV |
| 2.95% | 2.74% | $941.5万 | 15.6万股 | $777.4万 | 14.1万股 | +1.5万股+10.96% | 加仓 |
| S嘉信·USSCHA |
| 2.18% | 1.97% | $696.6万 | 19.3万股 | $557.8万 | 19.2万股 | +980股+0.51% | 加仓 |
| S嘉信策略信托SCHM |
| 2.1% | 1.97% | $670.1万 | 18.2万股 | $557.8万 | 18.0万股 | +1,571股+0.87% | 加仓 |
| WWisdomTree信托DOL |
| 1.9% | 2.01% | $604.8万 | 8.1万股 | $568.6万 | 8.4万股 | -2,313股-2.77% | 减仓 |
 微软MSFT |
| 1.65% | 1.9% | $525.9万 | 1.4万股 | $538.3万 | 1.5万股 | -444股-3.05% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.45% | 1.5% | $461.3万 | 9.0万股 | $424.7万 | 8.3万股 | +6,995股+8.39% | 加仓 |
| WWisdomTree信托DGRW |
| 1.44% | 1.37% | $459.8万 | 4.8万股 | $388.7万 | 4.4万股 | +3,829股+8.65% | 加仓 |
| FFranklin Templeton ETF TrustDIVI |
| 1.34% | 1.1% | $427.1万 | 10.0万股 | $312.4万 | 7.8万股 | +2.2万股+27.43% | 加仓 |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 1.08% | 0.86% | $344.3万 | 3.4万股 | $243.9万 | 2.6万股 | +8,099股+31.46% | 加仓 |
 沃尔玛WMT |
| 1.06% | 1.38% | $338.9万 | 3.0万股 | $392.1万 | 3.2万股 | -1,633股-5.18% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.99% | 0.87% | $314.3万 | 3.8万股 | $247.3万 | 3.5万股 | +3,413股+9.82% | 加仓 |
 苹果AAPL |
| 0.95% | 0.96% | $303.0万 | 1.0万股 | $271.6万 | 1.1万股 | -228股-2.13% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.83% | 0.88% | $265.2万 | 4.7万股 | $248.8万 | 4.7万股 | -438股-0.92% | 减仓 |
 强生JNJ |
| 0.77% | 0.86% | $246.3万 | 9,697股 | $244.8万 | 1.0万股 | -317股-3.17% | 减仓 |
 礼来LLY |
| 0.74% | 0.72% | $235.5万 | 1,964股 | $203.9万 | 2,216股 | -252股-11.37% | 减仓 |
 洛克希德马丁LMT |
| 0.68% | 0.96% | $216.5万 | 4,249股 | $271.0万 | 4,484股 | -235股-5.24% | 减仓 |
 摩根大通JPM |
| 0.64% | 0.65% | $203.8万 | 6,227股 | $184.9万 | 6,287股 | -60股-0.95% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.62% | 0.62% | $198.9万 | 4.9万股 | $175.6万 | 4.9万股 | +29股+0.06% | 加仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.52% | $188.5万 | 2,560股 | $147.8万 | 2,560股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.58% | 0.68% | $185.2万 | 1.3万股 | $193.1万 | 1.3万股 | -739股-5.53% | 减仓 |
| V先锋领航·MIDVO |
| 0.57% | 0.49% | $180.9万 | 2.2万股 | $140.0万 | 4,874股 | +1.8万股+360.71% | 加仓 |
 WASTE MGMT DELWM |
| 0.56% | 0.66% | $179.6万 | 8,060股 | $188.6万 | 8,207股 | -147股-1.79% | 减仓 |
| IiShares安硕信托IVV |
| 0.55% | 0.56% | $175.9万 | 2,349股 | $158.8万 | 2,432股 | -83股-3.41% | 减仓 |
 麦当劳MCD |
| 0.54% | 0.71% | $171.7万 | 6,352股 | $201.5万 | 6,482股 | -130股-2.01% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.47% | 0.51% | $150.8万 | 6.5万股 | $144.7万 | 6.2万股 | +2,878股+4.62% | 加仓 |
| G通用动力VTI |
| 0.47% | — | $148.8万 | 4,021股 | $0 | 0股 | +4,021股 | 新买入 |
 南方电力SO |
| 0.45% | 0.52% | $144.7万 | 1.5万股 | $147.1万 | 1.5万股 | -122股-0.80% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.45% | 0.44% | $144.3万 | 2.4万股 | $123.6万 | 2.1万股 | +3,711股+17.89% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.45% | 0.37% | $144.2万 | 2.0万股 | $104.4万 | 1.6万股 | +3,949股+24.24% | 加仓 |
 亚马逊AMZN |
| 0.45% | 0.47% | $143.9万 | 6,038股 | $132.3万 | 6,353股 | -315股-4.96% | 减仓 |
 康宁GLW |
| 0.44% | 0.31% | $138.9万 | 5,437股 | $88.7万 | 6,525股 | -1,088股-16.67% | 减仓 |
 谷歌AGOOGL |
| 0.43% | 0.4% | $135.9万 | 3,803股 | $114.5万 | 3,981股 | -178股-4.47% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.42% | — | $134.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 埃克森美孚XOM |
| 0.41% | 0.6% | $129.6万 | 9,479股 | $169.6万 | 9,995股 | -516股-5.16% | 减仓 |
 可口可乐KO |
| 0.4% | 0.42% | $127.6万 | 1.6万股 | $119.2万 | 1.6万股 | +26股+0.17% | 加仓 |
 迪尔DE |
| 0.39% | 0.42% | $126.0万 | 1,986股 | $118.2万 | 2,099股 | -113股-5.38% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.38% | $125.2万 | 1,676股 | $109.0万 | 1,676股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.39% | 0.45% | $124.1万 | 2.0万股 | $127.1万 | 2.0万股 | -358股-1.76% | 减仓 |
 百事可乐PEP |
| 0.35% | 0.46% | $111.9万 | 8,265股 | $129.7万 | 8,353股 | -88股-1.05% | 减仓 |
 TARGET COMTGT |
| 0.34% | 0.37% | $108.3万 | 8,294股 | $104.0万 | 8,577股 | -283股-3.30% | 减仓 |
