| S嘉信策略信托SCHD |
| 10.56% | 10.88% | $1,258.3万 | 39.7万股 | $1,154.5万 | 37.6万股 | +2.1万股+5.45% | 加仓 |
 苹果AAPL |
| 5.06% | 4.92% | $603.4万 | 2.1万股 | $522.7万 | 2.1万股 | +257股+1.25% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 4.69% | 5.11% | $558.6万 | 12.1万股 | $542.1万 | 11.8万股 | +3,631股+3.09% | 加仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 4.08% | 4.23% | $485.8万 | 15.3万股 | $449.2万 | 14.2万股 | +1.1万股+7.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.06% | 4% | $483.7万 | 9,667股 | $424.1万 | 8,851股 | +816股+9.22% | 加仓 |
| V先锋领航·CORE PLUS BOND ETFVPLS |
| 3.64% | 3.4% | $434.1万 | 5.6万股 | $360.7万 | 4.6万股 | +9,469股+20.37% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 3.46% | 3.33% | $411.8万 | 8.1万股 | $353.5万 | 7.1万股 | +1.1万股+14.98% | 加仓 |
 英伟达NVDA |
| 3.42% | 3.46% | $408.0万 | 2.0万股 | $367.4万 | 2.1万股 | -676股-3.21% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.14% | 3.43% | $374.3万 | 8.2万股 | $364.3万 | 8.0万股 | +2,435股+3.05% | 加仓 |
| V先锋领航白厅基金VNQ |
| 3.09% | 3.2% | $368.2万 | 3.9万股 | $339.5万 | 3.8万股 | +1,053股+2.74% | 加仓 |
| V先锋领航债券指数基金BSV |
| 2.93% | 3.26% | $349.6万 | 4.5万股 | $346.4万 | 4.4万股 | +696股+1.58% | 加仓 |
 谷歌AGOOGL |
| 2.55% | 2.19% | $304.4万 | 8,517股 | $233.0万 | 8,103股 | +414股+5.11% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 2.5% | 2.03% | $298.1万 | 5.8万股 | $215.2万 | 4.2万股 | +1.6万股+38.43% | 加仓 |
| IiShares黄金信托IAU |
| 2.5% | 3.6% | $297.8万 | 3.9万股 | $382.0万 | 4.3万股 | -3,900股-9.00% | 减仓 |
 博通AVGO |
| 2.49% | 2.3% | $296.6万 | 7,851股 | $243.7万 | 7,874股 | -23股-0.29% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 2.35% | 2.23% | $279.9万 | 3.4万股 | $236.3万 | 3.1万股 | +2,731股+8.75% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 2.28% | 2.3% | $272.3万 | 3.3万股 | $244.5万 | 3.3万股 | -41股-0.13% | 减仓 |
| SSPDR道富系列信托SPTM |
| 2.16% | 1.96% | $257.6万 | 2.8万股 | $207.7万 | 2.6万股 | +2,098股+7.99% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 2.08% | 1.87% | $247.4万 | 4.4万股 | $198.4万 | 3.5万股 | +8,813股+25.18% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.77% | 1.91% | $210.5万 | 4.2万股 | $202.6万 | 4.0万股 | +1,594股+3.98% | 加仓 |
| TT ROWETFLR |
| 1.68% | 1.85% | $199.7万 | 4.0万股 | $196.1万 | 3.9万股 | +677股+1.74% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.66% | 1.69% | $198.0万 | 8,368股 | $179.8万 | 8,360股 | +8股+0.10% | 加仓 |
 好市多COST |
| 1.36% | 1.48% | $161.7万 | 1,728股 | $157.1万 | 1,576股 | +152股+9.64% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.1% | 1.02% | $130.9万 | 3.4万股 | $108.7万 | 3.4万股 | +850股+2.53% | 加仓 |
 CORTEVA COMCTVA |
| 1.02% | 1.13% | $121.1万 | 1.4万股 | $119.7万 | 1.4万股 | +1股+0.01% | 加仓 |
| V先锋领航指数基金VXF |
| 0.98% | 0.91% | $116.2万 | 4,721股 | $96.8万 | 4,702股 | +19股+0.40% | 加仓 |
 沃尔玛WMT |
| 0.97% | 1.16% | $115.9万 | 1.0万股 | $123.5万 | 9,939股 | +297股+2.99% | 加仓 |
| S嘉信策略信托SCHM |
| 0.94% | 0.83% | $112.6万 | 3.1万股 | $87.8万 | 2.8万股 | +2,194股+7.74% | 加仓 |
 COHEN AND STEERS INFRASTUTF |
| 0.91% | 0.81% | $108.3万 | 3.8万股 | $86.4万 | 3.3万股 | +5,286股+16.08% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.9% | 0.8% | $107.4万 | 3,592股 | $84.9万 | 3,119股 | +473股+15.17% | 加仓 |
 洛克希德马丁LMT |
| 0.89% | 1.08% | $106.3万 | 2,086股 | $114.9万 | 1,901股 | +185股+9.73% | 加仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.87% | 0.69% | $104.1万 | 6,377股 | $73.6万 | 6,377股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.79% | 0.85% | $93.9万 | 2,518股 | $89.9万 | 2,430股 | +88股+3.62% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH |
| 0.79% | 0.8% | $93.6万 | 2.8万股 | $84.7万 | 2.8万股 | +154股+0.55% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.79% | 0.67% | $93.6万 | 2.8万股 | $71.5万 | 2.5万股 | +3,120股+12.71% | 加仓 |
 卡特彼勒CAT |
| 0.72% | 0.6% | $86.4万 | 811股 | $63.2万 | 892股 | -81股-9.08% | 减仓 |
| V先锋领航全球基金VGT |
| 0.72% | 0.6% | $86.1万 | 7,201股 | $63.8万 | 914股 | +6,287股+687.86% | 加仓 |
| PPIMCO太平洋投资管理ETFHYS |
| 0.63% | — | $75.3万 | 8,050股 | $0 | 0股 | +8,050股 | 新买入 |
| S嘉信策略信托SCHC |
| 0.62% | 0.64% | $74.3万 | 1.4万股 | $68.0万 | 1.4万股 | +175股+1.26% | 加仓 |
| G通用动力VTI |
| 0.61% | 0.54% | $73.2万 | 1,979股 | $57.7万 | 1,800股 | +179股+9.94% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.53% | 0.22% | $63.3万 | 1.0万股 | $23.7万 | 4,265股 | +6,035股+141.50% | 加仓 |
| EEtfis Ser TR I Reaves Utils ETFUTES |
| 0.49% | 0.53% | $57.9万 | 7,077股 | $56.4万 | 7,060股 | +17股+0.24% | 加仓 |
 杜邦DD |
| 0.48% | 0.55% | $57.7万 | 4,252股 | $58.4万 | 1.3万股 | -8,510股-66.68% | 减仓 |
 英特尔INTC |
| 0.47% | — | $56.2万 | 4,022股 | $0 | 0股 | +4,022股 | 新买入 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.46% | — | $54.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 家得宝HD |
| 0.44% | 0.49% | $52.8万 | 1,497股 | $52.0万 | 1,582股 | -85股-5.37% | 减仓 |
 联合太平洋铁路UNP |
| 0.38% | 0.51% | $45.3万 | 1,665股 | $53.7万 | 2,213股 | -548股-24.76% | 减仓 |
 埃克森美孚XOM |
| 0.37% | 0.52% | $44.4万 | 3,251股 | $55.1万 | 3,251股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.35% | 0.42% | $41.7万 | 3,247股 | $44.7万 | 3,715股 | -468股-12.60% | 减仓 |
| S道富SPMD |
| 0.34% | — | $40.8万 | 6,044股 | $0 | 0股 | +6,044股 | 新买入 |
