| IiShares安硕信托IVV |
| 21.91% | 22.89% | $1.13亿 | 19.3万股 | $1.12亿 | 19.4万股 | -1,283股-0.66% | 减仓 |
| V先锋领航指数基金VOO |
| 18.35% | 17.02% | $9,494.5万 | 17.6万股 | $8,316.1万 | 15.8万股 | +1.9万股+11.81% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 12.34% | 9.86% | $6,384.1万 | 229.1万股 | $4,818.6万 | 46.3万股 | +182.8万股+395.25% | 加仓 |
| C资本集团股息价值CCBG |
| 11.23% | 12.71% | $5,809.6万 | 164.8万股 | $6,208.4万 | 170.4万股 | -5.6万股-3.29% | 减仓 |
| V先锋领航·MIDVO |
| 6.87% | 6.93% | $3,555.2万 | 13.5万股 | $3,388.1万 | 12.8万股 | +6,182股+4.81% | 加仓 |
| V先锋领航全球基金MGV |
| 5.24% | 1.34% | $2,711.0万 | 21.7万股 | $653.3万 | 5.1万股 | +16.6万股+326.13% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 5.23% | 1.27% | $2,704.1万 | 104.3万股 | $620.2万 | 23.3万股 | +81.1万股+348.29% | 加仓 |
| IiShares安硕·COREIJR |
| 4.08% | 4.43% | $2,113.0万 | 18.3万股 | $2,164.5万 | 18.5万股 | -1,674股-0.90% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 2.75% | 5.19% | $1,423.1万 | 6.8万股 | $2,537.4万 | 12.6万股 | -5.9万股-46.47% | 减仓 |
| V先锋领航指数基金VB |
| 2.6% | 2.26% | $1,345.8万 | 5.6万股 | $1,104.1万 | 4.7万股 | +9,464股+20.33% | 加仓 |
 苹果AAPL |
| 1.13% | 1.11% | $583.4万 | 2.3万股 | $544.4万 | 2.3万股 | -71股-0.30% | 减仓 |
 亚马逊AMZN |
| 0.73% | 0.66% | $380.1万 | 1.7万股 | $322.8万 | 1.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.73% | 0.79% | $378.7万 | 8,985股 | $386.9万 | 8,991股 | -6股-0.07% | 减仓 |
 英伟达NVDA |
| 0.69% | 0.64% | $356.9万 | 2.7万股 | $312.7万 | 2.6万股 | +828股+3.22% | 加仓 |
| IiShares安硕信托IWL |
| 0.68% | 2.47% | $354.3万 | 2.4万股 | $1,204.8万 | 8.6万股 | -6.1万股-71.46% | 减仓 |
| S嘉信·USSCHX |
| 0.39% | 0.4% | $200.6万 | 8.7万股 | $195.1万 | 2.9万股 | +5.8万股+200.98% | 加仓 |
 埃克森美孚XOM |
| 0.32% | 0.37% | $163.2万 | 1.5万股 | $179.7万 | 1.5万股 | -159股-1.04% | 减仓 |
| S嘉信策略信托SCHD |
| 0.29% | 0.32% | $151.7万 | 5.6万股 | $155.0万 | 1.8万股 | +3.7万股+202.82% | 加仓 |
 摩根大通JPM |
| 0.27% | 0.25% | $140.3万 | 5,855股 | $122.9万 | 5,829股 | +26股+0.45% | 加仓 |
 联合太平洋铁路UNP |
| 0.23% | 0.27% | $121.5万 | 5,329股 | $130.9万 | 5,313股 | +16股+0.30% | 加仓 |
 XCEL ENERGY COMXEL |
| 0.21% | 0.21% | $108.9万 | 1.6万股 | $104.5万 | 1.6万股 | +138股+0.86% | 加仓 |
 宝洁PG |
| 0.16% | 0.17% | $81.0万 | 4,833股 | $83.5万 | 4,823股 | +10股+0.21% | 加仓 |
 艾伯维ABBV |
| 0.15% | 0.18% | $78.2万 | 4,400股 | $86.3万 | 4,370股 | +30股+0.69% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.15% | 0.15% | $77.4万 | 3,953股 | $74.0万 | 3,738股 | +215股+5.75% | 加仓 |
 WESTERN ALLIANCE BANCORPWAL |
| 0.15% | 0.16% | $76.7万 | 9,186股 | $79.1万 | 9,149股 | +37股+0.40% | 加仓 |
 百事可乐PEP |
| 0.14% | 0.17% | $73.0万 | 4,803股 | $84.1万 | 4,948股 | -145股-2.93% | 减仓 |
 TARGET COMTGT |
| 0.14% | 0.17% | $72.6万 | 5,372股 | $83.0万 | 5,328股 | +44股+0.83% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.14% | 0.15% | $71.0万 | 3.0万股 | $71.4万 | 9,951股 | +2.0万股+201.42% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.13% | 0.25% | $68.7万 | 2.3万股 | $124.6万 | 2.1万股 | +2,225股+10.64% | 加仓 |
 谷歌AGOOGL |
| 0.13% | 0.12% | $68.0万 | 3,591股 | $59.5万 | 3,588股 | +3股+0.08% | 加仓 |
 美国运通AXP |
| 0.13% | 0.12% | $66.6万 | 2,244股 | $60.7万 | 2,239股 | +5股+0.22% | 加仓 |
 家得宝HD |
| 0.13% | 0.14% | $65.6万 | 1,685股 | $67.9万 | 1,676股 | +9股+0.54% | 加仓 |
| S嘉信·USSCHA |
| 0.11% | 0.12% | $58.4万 | 2.3万股 | $58.4万 | 1.1万股 | +1.1万股+98.98% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.11% | 0.11% | $56.3万 | 1,401股 | $52.5万 | 1,399股 | +2股+0.14% | 加仓 |
| IiShares安硕信托IWD |
| 0.1% | 0.11% | $52.7万 | 2,845股 | $53.7万 | 2,830股 | +15股+0.53% | 加仓 |
 艾默生电气EMR |
| 0.09% | 0.08% | $46.9万 | 3,783股 | $41.3万 | 3,777股 | +6股+0.16% | 加仓 |
 雅培ABT |
| 0.09% | 0.09% | $45.3万 | 4,006股 | $45.5万 | 3,992股 | +14股+0.35% | 加仓 |
| FFiservFISV |
| 0.09% | 0.08% | $44.9万 | 2,188股 | $39.3万 | 2,188股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.08% | 0.09% | $43.9万 | 1,220股 | $44.0万 | 1,217股 | +3股+0.25% | 加仓 |
 沃尔玛WMT |
| 0.08% | 0.08% | $41.6万 | 4,603股 | $37.2万 | 4,603股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.08% | 0.09% | $41.0万 | 4,491股 | $43.5万 | 4,464股 | +27股+0.60% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.07% | 0.09% | $37.3万 | 4,217股 | $43.0万 | 4,882股 | -665股-13.62% | 减仓 |
 联合包裹UPSUPS |
| 0.07% | 0.09% | $37.2万 | 2,954股 | $42.3万 | 3,105股 | -151股-4.86% | 减仓 |
 特斯拉TSLA |
| 0.07% | 0.05% | $36.8万 | 911股 | $23.8万 | 911股 | 00.00% | 持仓不变 |
 VisaV |
| 0.07% | 0.06% | $35.2万 | 1,114股 | $30.6万 | 1,113股 | +1股+0.09% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.07% | 0.07% | $34.7万 | 1,632股 | $36.4万 | 1,631股 | +1股+0.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.06% | 0.06% | $33.2万 | 567股 | $29.7万 | 518股 | +49股+9.46% | 加仓 |
 洛克希德马丁LMT |
| 0.06% | 0.08% | $32.9万 | 678股 | $39.4万 | 674股 | +4股+0.59% | 加仓 |
| IIBMIBM |
| 0.06% | 0.07% | $32.9万 | 1,496股 | $33.0万 | 1,492股 | +4股+0.27% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.06% | 0.06% | $32.4万 | 1.0万股 | $29.6万 | 1.0万股 | +173股+1.70% | 加仓 |
