| IiShares安硕信托IVV |
| 9.71% | 9.54% | $1,625.4万 | 2.2万股 | $1,441.3万 | 2.2万股 | -361股-1.64% | 减仓 |
| AAMERICAN CENTY ETF TR US QUALITY GROWQGRO |
| 6.01% | 5.8% | $1,006.8万 | 8.5万股 | $875.7万 | 8.3万股 | +1,905股+2.28% | 加仓 |
| IiShares安硕信托IQLT |
| 4.36% | 4.47% | $729.3万 | 14.7万股 | $674.8万 | 14.6万股 | +1,210股+0.83% | 加仓 |
| IiShares安硕信托IEI |
| 3.81% | 4.13% | $638.4万 | 5.4万股 | $623.7万 | 5.3万股 | +1,765股+3.36% | 加仓 |
| S嘉信策略信托SCHD |
| 3.73% | 4.11% | $624.3万 | 19.7万股 | $620.5万 | 20.2万股 | -5,372股-2.66% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.59% | 2.86% | $433.3万 | 5.3万股 | $432.2万 | 5.2万股 | +422股+0.81% | 加仓 |
| V先锋领航指数基金VNQ |
| 2.53% | 2.55% | $423.1万 | 4.4万股 | $385.8万 | 4.3万股 | +386股+0.89% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 2.16% | 2.24% | $361.0万 | 3.8万股 | $338.0万 | 3.5万股 | +2,759股+7.79% | 加仓 |
| IiShares安硕信托IVW |
| 2.02% | 1.85% | $337.6万 | 2.5万股 | $279.7万 | 2.5万股 | -178股-0.72% | 减仓 |
 苹果AAPL |
| 1.88% | 1.81% | $314.5万 | 1.1万股 | $273.9万 | 1.1万股 | +77股+0.71% | 加仓 |
| IiShares安硕信托DGRO |
| 1.73% | 1.78% | $290.2万 | 3.8万股 | $269.5万 | 3.8万股 | -116股-0.30% | 减仓 |
| FFIDELITY FUNDAMENTAL SMALL-MID CAP ETFFFSM |
| 1.7% | 1.58% | $284.8万 | 7.5万股 | $238.8万 | 7.5万股 | -213股-0.28% | 减仓 |
| IiShares安硕信托IUSV |
| 1.59% | 1.63% | $266.1万 | 2.4万股 | $246.3万 | 2.4万股 | +68股+0.28% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 1.42% | 1.56% | $237.8万 | 6.3万股 | $235.7万 | 6.6万股 | -2,245股-3.42% | 减仓 |
| I景顺QQQ信托VOO |
| 1.41% | 1.2% | $235.7万 | 3,201股 | $180.9万 | 3,134股 | +67股+2.14% | 加仓 |
 AMGEN COMAMGN |
| 1.39% | 1.5% | $232.1万 | 6,409股 | $227.0万 | 6,453股 | -44股-0.68% | 减仓 |
| IiShares安硕·COREIJH |
| 1.3% | 1.26% | $218.0万 | 2.8万股 | $190.6万 | 2.8万股 | +48股+0.17% | 加仓 |
| G通用动力VTI |
| 1.28% | 1.22% | $214.3万 | 5,791股 | $183.9万 | 5,732股 | +59股+1.03% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 1.26% | 1.38% | $211.5万 | 7.7万股 | $208.9万 | 7.7万股 | +651股+0.85% | 加仓 |
 微软MSFT |
| 1.22% | 1.31% | $203.9万 | 5,465股 | $197.6万 | 5,339股 | +126股+2.36% | 加仓 |
 礼来LLY |
| 1.08% | 0.9% | $180.7万 | 1,507股 | $135.4万 | 1,473股 | +34股+2.31% | 加仓 |
 台积电TSM |
| 1.06% | 0.88% | $176.8万 | 3,702股 | $133.2万 | 3,941股 | -239股-6.06% | 减仓 |
 博通AVGO |
| 0.98% | 0.86% | $163.6万 | 4,330股 | $130.0万 | 4,201股 | +129股+3.07% | 加仓 |
| I景顺·S&PRSPU |
| 0.96% | 1% | $161.2万 | 2.0万股 | $150.7万 | 1.9万股 | +1,289股+6.94% | 加仓 |
 思科CSCO |
| 0.96% | 0.73% | $160.1万 | 1.4万股 | $109.7万 | 1.4万股 | -517股-3.66% | 减仓 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 0.95% | 0.88% | $158.7万 | 9,328股 | $132.9万 | 9,165股 | +163股+1.78% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.89% | 0.96% | $148.8万 | 1.9万股 | $144.5万 | 1.8万股 | +596股+3.27% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.89% | 0.89% | $148.6万 | 6,282股 | $134.8万 | 6,269股 | +13股+0.21% | 加仓 |
| SSPDR黄金信托GLD |
| 0.88% | 1.2% | $146.8万 | 3,984股 | $181.7万 | 4,222股 | -238股-5.64% | 减仓 |
 英伟达NVDA |
| 0.87% | 0.78% | $145.5万 | 7,272股 | $118.3万 | 6,784股 | +488股+7.19% | 加仓 |
| FFIDELITY ENHANCED EMERGING MARKETS ETFFEMR |
| 0.83% | 0.81% | $139.7万 | 3.3万股 | $121.8万 | 3.6万股 | -2,854股-8.00% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.82% | 0.87% | $138.1万 | 1.7万股 | $132.1万 | 1.7万股 | +115股+0.69% | 加仓 |
 亚马逊AMZN |
| 0.8% | 0.76% | $134.5万 | 5,642股 | $114.9万 | 5,515股 | +127股+2.30% | 加仓 |
| IiShares安硕信托ICSH |
| 0.8% | 0.87% | $134.2万 | 2.7万股 | $130.8万 | 2.6万股 | +687股+2.66% | 加仓 |
 卡特彼勒CAT |
| 0.78% | 0.61% | $131.1万 | 1,231股 | $92.0万 | 1,298股 | -67股-5.16% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.73% | $128.8万 | 3,646股 | $110.9万 | 3,867股 | -221股-5.72% | 减仓 |
| IiShares安硕信托IEFA |
| 0.77% | 0.79% | $128.5万 | 1.3万股 | $119.6万 | 1.3万股 | +86股+0.65% | 加仓 |
| IiShares安硕信托AGG |
| 0.76% | 0.81% | $126.6万 | 1.3万股 | $123.0万 | 1.2万股 | +398股+3.21% | 加仓 |
| IiShares安硕·COREIJR |
| 0.74% | 0.69% | $124.3万 | 8,381股 | $103.9万 | 8,359股 | +22股+0.26% | 加仓 |
 摩根大通JPM |
| 0.72% | 0.72% | $120.8万 | 3,691股 | $108.1万 | 3,674股 | +17股+0.46% | 加仓 |
 沃尔玛WMT |
| 0.72% | 0.9% | $120.4万 | 1.1万股 | $135.6万 | 1.1万股 | -280股-2.57% | 减仓 |
 阿斯麦ASML |
| 0.72% | 0.57% | $120.3万 | 604股 | $86.4万 | 654股 | -50股-7.65% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.67% | 0.7% | $112.2万 | 5,115股 | $105.6万 | 5,504股 | -389股-7.07% | 减仓 |
| PPimco Active Bond ETFBOND |
| 0.67% | 0.74% | $112.0万 | 1.2万股 | $111.2万 | 1.2万股 | +97股+0.80% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.67% | 0.73% | $111.7万 | 2.2万股 | $110.3万 | 2.2万股 | +147股+0.67% | 加仓 |
| V先锋领航市政债券基金VSDM |
| 0.64% | 0.76% | $107.9万 | 1.4万股 | $114.2万 | 1.5万股 | -882股-5.89% | 减仓 |
 谷歌AGOOGL |
| 0.61% | 0.55% | $101.8万 | 2,849股 | $83.4万 | 2,900股 | -51股-1.76% | 减仓 |
 NUVEEN MUN HIGH INCOME OPPORNMZ |
| 0.6% | 0.75% | $101.1万 | 9.6万股 | $113.7万 | 11.0万股 | -1.4万股-12.72% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.58% | 0.71% | $97.5万 | 7,719股 | $107.0万 | 7,677股 | +42股+0.55% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.55% | 0.55% | $92.7万 | 8,927股 | $83.0万 | 8,546股 | +381股+4.46% | 加仓 |
