| S嘉信策略信托SCHD |
| 5.12% | 5.12% | $1,997.0万 | 63.0万股 | $2,037.3万 | 66.3万股 | -3.4万股-5.07% | 减仓 |
| IiShares安硕信托ILCG |
| 3.86% | 3.6% | $1,504.4万 | 12.9万股 | $1,433.0万 | 13.6万股 | -7,540股-5.54% | 减仓 |
 苹果AAPL |
| 3.84% | 3.48% | $1,497.1万 | 5.2万股 | $1,383.8万 | 5.3万股 | -1,726股-3.23% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.61% | 3.46% | $1,408.6万 | 31.0万股 | $1,378.6万 | 30.0万股 | +1.0万股+3.36% | 加仓 |
| C资本集团成长ETFCGGR |
| 3.26% | 2.97% | $1,270.9万 | 26.9万股 | $1,182.9万 | 27.2万股 | -2,542股-0.94% | 减仓 |
| S嘉信·USSCHX |
| 3.16% | 2.87% | $1,230.9万 | 41.8万股 | $1,144.4万 | 41.8万股 | +138股+0.03% | 加仓 |
| C资本集团股息价值CCBG |
| 3.08% | 2.94% | $1,200.4万 | 24.4万股 | $1,171.7万 | 25.8万股 | -1.4万股-5.60% | 减仓 |
 家得宝HD |
| 2.97% | 2.7% | $1,157.3万 | 3.3万股 | $1,074.7万 | 3.1万股 | +1,455股+4.64% | 加仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 2.69% | 2.42% | $1,049.5万 | 27.6万股 | $961.9万 | 26.4万股 | +1.2万股+4.59% | 加仓 |
| V先锋领航指数基金VOO |
| 2.3% | 1.91% | $895.2万 | 1.3万股 | $762.2万 | 1.2万股 | +1,094股+9.16% | 加仓 |
| I景顺QQQ信托VOO |
| 2.21% | 1.82% | $861.6万 | 1.2万股 | $725.6万 | 1.2万股 | +157股+1.36% | 加仓 |
| V先锋领航指数基金VUG |
| 2.04% | 1.86% | $796.2万 | 9.2万股 | $739.0万 | 1.6万股 | +7.7万股+496.24% | 加仓 |
 Genuine Parts Co ComGPC |
| 1.99% | 1.82% | $776.0万 | 6.6万股 | $722.8万 | 6.6万股 | 00.00% | 持仓不变 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 1.69% | 1.65% | $657.8万 | 20.7万股 | $655.4万 | 19.9万股 | +7,934股+3.98% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.33% | 1.13% | $517.8万 | 15.3万股 | $449.8万 | 14.3万股 | +1.0万股+7.19% | 加仓 |
| V先锋领航·MIDVO |
| 1.27% | 1.14% | $497.0万 | 6.2万股 | $454.6万 | 1.5万股 | +4.7万股+309.70% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 1.25% | 1.15% | $487.2万 | 3.1万股 | $457.8万 | 3.1万股 | +132股+0.43% | 加仓 |
| CCAPITAL DIVIDEND GROWECGDG |
| 1.16% | 1.1% | $453.3万 | 12.1万股 | $436.1万 | 11.7万股 | +3,894股+3.33% | 加仓 |
| V先锋领航指数基金VB |
| 1.16% | 1.11% | $450.8万 | 1.5万股 | $443.5万 | 1.6万股 | -1,067股-6.69% | 减仓 |
| IiShares安硕信托IQLT |
| 1.13% | 1.43% | $439.1万 | 8.9万股 | $567.7万 | 11.5万股 | -2.6万股-22.99% | 减仓 |
| C资本集团固定收益ETF信托CGMS |
| 1.12% | 0.93% | $437.9万 | 16.0万股 | $369.2万 | 13.3万股 | +2.7万股+20.08% | 加仓 |
| C资本集团全球股票CGGE |
| 1.12% | 1.04% | $436.4万 | 12.4万股 | $412.8万 | 12.5万股 | -1,628股-1.30% | 减仓 |
| G通用动力VTI |
| 1.04% | 0.93% | $407.3万 | 1.1万股 | $369.2万 | 1.1万股 | +232股+2.15% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1% | 0.89% | $390.5万 | 6.9万股 | $353.8万 | 6.1万股 | +7,957股+13.01% | 加仓 |
| C资本集团固定收益ETF信托CGMU |
| 0.96% | 0.96% | $374.4万 | 13.6万股 | $380.2万 | 13.9万股 | -2,356股-1.70% | 减仓 |
| V先锋领航指数基金VTV |
| 0.95% | 0.88% | $369.1万 | 1.7万股 | $350.3万 | 1.7万股 | -318股-1.84% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.92% | 0.79% | $359.5万 | 8.5万股 | $315.4万 | 8.5万股 | -317股-0.37% | 减仓 |
 英伟达NVDA |
| 0.91% | 0.96% | $355.5万 | 1.8万股 | $384.1万 | 2.0万股 | -1,780股-9.11% | 减仓 |
 亚马逊AMZN |
| 0.9% | 1.06% | $351.7万 | 1.5万股 | $420.2万 | 1.7万股 | -2,118股-12.55% | 减仓 |
 AFLAC COMAFL |
| 0.87% | 0.84% | $340.5万 | 2.9万股 | $332.4万 | 3.0万股 | -654股-2.20% | 减仓 |
 强生JNJ |
| 0.82% | 0.76% | $319.2万 | 1.3万股 | $302.6万 | 1.3万股 | -36股-0.29% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.81% | 0.64% | $315.5万 | 1.3万股 | $256.1万 | 1.3万股 | -178股-1.40% | 减仓 |
| S嘉信策略信托SCHC |
| 0.75% | 1.11% | $293.3万 | 5.6万股 | $443.1万 | 8.6万股 | -3.0万股-35.10% | 减仓 |
 微软MSFT |
| 0.73% | 0.87% | $285.3万 | 7,648股 | $347.9万 | 8,849股 | -1,201股-13.57% | 减仓 |
| IiShares安硕信托IVV |
| 0.72% | 0.66% | $281.6万 | 3,760股 | $262.5万 | 3,762股 | -2股-0.05% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.72% | 0.64% | $280.9万 | 10.7万股 | $254.2万 | 9.6万股 | +1.1万股+11.78% | 加仓 |
 可口可乐KO |
| 0.71% | 0.94% | $277.4万 | 3.4万股 | $372.5万 | 4.9万股 | -1.5万股-30.47% | 减仓 |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 0.71% | 0.6% | $275.0万 | 3.5万股 | $238.5万 | 3.3万股 | +2,532股+7.72% | 加仓 |
 REAVES UTIL INCOME FDUTG |
| 0.7% | 0.71% | $274.2万 | 6.7万股 | $281.9万 | 6.7万股 | -42股-0.06% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 0.69% | 0.72% | $270.5万 | 6.1万股 | $287.9万 | 6.9万股 | -8,681股-12.49% | 减仓 |
| IiShares安硕信托AGG |
| 0.66% | 0.6% | $255.7万 | 2.6万股 | $239.0万 | 2.4万股 | +1,878股+7.84% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.66% | 0.64% | $255.6万 | 3.6万股 | $253.0万 | 3.7万股 | -845股-2.30% | 减仓 |
| F富达Covington信托FBCV |
| 0.65% | 1.03% | $253.1万 | 6.2万股 | $409.5万 | 10.8万股 | -4.6万股-42.40% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.63% | 0.67% | $244.2万 | 11.0万股 | $267.5万 | 11.9万股 | -8,942股-7.55% | 减仓 |
| IiShares安硕信托ICSH |
| 0.59% | 1.05% | $230.9万 | 4.6万股 | $417.1万 | 8.3万股 | -3.7万股-44.68% | 减仓 |
| IiShares安硕信托IVW |
| 0.54% | 0.47% | $210.8万 | 1.5万股 | $187.7万 | 1.5万股 | +273股+1.81% | 加仓 |
 南方电力SO |
| 0.52% | 0.75% | $203.4万 | 2.1万股 | $299.9万 | 3.1万股 | -1.0万股-32.01% | 减仓 |
| IiShares安硕信托IUSB |
| 0.52% | 0.34% | $202.9万 | 4.4万股 | $136.0万 | 2.9万股 | +1.5万股+50.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.64% | $194.3万 | 3,883股 | $256.2万 | 5,365股 | -1,482股-27.62% | 减仓 |
| F富达Covington信托FESM |
| 0.46% | 0.34% | $179.1万 | 3.7万股 | $136.1万 | 3.3万股 | +3,983股+12.03% | 加仓 |
