| IiShares安硕信托IVV |
| 20.69% | 19.81% | $6,759.0万 | 9.0万股 | $5,932.5万 | 9.1万股 | -566股-0.62% | 减仓 |
| IiShares安硕信托IEFA |
| 7.08% | 7.16% | $2,311.9万 | 23.9万股 | $2,144.5万 | 23.7万股 | +2,497股+1.05% | 加仓 |
| V先锋领航·TOTALBND |
| 6.48% | 6.78% | $2,116.4万 | 28.8万股 | $2,029.6万 | 27.6万股 | +1.3万股+4.60% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 5.25% | 5.47% | $1,713.9万 | 29.4万股 | $1,638.5万 | 28.0万股 | +1.5万股+5.21% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 4.61% | 4.85% | $1,505.7万 | 50.2万股 | $1,451.6万 | 48.3万股 | +1.9万股+3.93% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 3.77% | 3.95% | $1,232.9万 | 20.9万股 | $1,183.4万 | 19.9万股 | +1.0万股+5.19% | 加仓 |
| IiShares黄金信托IAU |
| 3.65% | 4.36% | $1,193.1万 | 15.8万股 | $1,304.8万 | 14.8万股 | +1.0万股+6.76% | 加仓 |
| IiShares安硕IEMG |
| 3.43% | 3.19% | $1,120.0万 | 13.5万股 | $956.2万 | 13.7万股 | -1,879股-1.37% | 减仓 |
| IIshares Trust Russell 2500 EtfSMMD |
| 3.15% | 2.83% | $1,027.8万 | 11.2万股 | $848.3万 | 11.1万股 | +1,054股+0.95% | 加仓 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 2.37% | 2.5% | $775.2万 | 40.7万股 | $749.2万 | 39.8万股 | +8,610股+2.16% | 加仓 |
| TT. Rowe Price Exchangetraded Funds Inc U.S. Equity Research ETFTSPA |
| 2.14% | 2.02% | $700.4万 | 14.7万股 | $604.0万 | 14.8万股 | -325股-0.22% | 减仓 |
 苹果AAPL |
| 1.79% | 1.71% | $586.1万 | 2.0万股 | $512.6万 | 2.0万股 | +57股+0.28% | 加仓 |
 LINCOLN ELECLECO |
| 1.63% | 1.66% | $531.6万 | 2.0万股 | $498.7万 | 2.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.34% | 1.27% | $436.3万 | 2.2万股 | $380.3万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 1.32% | 1.33% | $429.7万 | 1.9万股 | $399.6万 | 1.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.29% | 1.13% | $420.0万 | 1.2万股 | $337.9万 | 1.2万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.19% | 1.27% | $389.4万 | 1.0万股 | $380.5万 | 1.0万股 | +160股+1.56% | 加仓 |
| IiShares安硕信托IVW |
| 1.19% | 1.06% | $387.4万 | 2.8万股 | $318.1万 | 2.8万股 | +45股+0.16% | 加仓 |
| IiShares安硕信托GVI |
| 0.99% | 1.07% | $323.6万 | 3.0万股 | $319.2万 | 3.0万股 | +421股+1.40% | 加仓 |
 强生JNJ |
| 0.92% | 0.96% | $301.5万 | 1.2万股 | $287.8万 | 1.2万股 | +99股+0.84% | 加仓 |
 博通AVGO |
| 0.89% | 0.8% | $292.2万 | 7,735股 | $238.6万 | 7,709股 | +26股+0.34% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.69% | $238.2万 | 9,993股 | $208.1万 | 9,993股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P 500 ESG ETFEFIV |
| 0.71% | 0.67% | $231.9万 | 3.2万股 | $200.6万 | 3.2万股 | +8股+0.03% | 加仓 |
 卡特彼勒CAT |
| 0.68% | 0.59% | $221.2万 | 2,077股 | $178.0万 | 2,512股 | -435股-17.32% | 减仓 |
 摩根大通JPM |
| 0.63% | 0.62% | $205.2万 | 6,268股 | $184.7万 | 6,279股 | -11股-0.18% | 减仓 |
 贝莱德·INC COMBLK |
| 0.58% | 0.63% | $188.3万 | 1,958股 | $190.1万 | 1,977股 | -19股-0.96% | 减仓 |
 宝洁PG |
| 0.56% | 0.56% | $184.5万 | 1.3万股 | $167.4万 | 1.2万股 | +993股+8.57% | 加仓 |
 思科CSCO |
| 0.49% | 0.34% | $161.6万 | 1.4万股 | $101.4万 | 1.3万股 | +682股+5.22% | 加仓 |
 艾伯维ABBV |
| 0.49% | 0.48% | $160.8万 | 6,390股 | $142.5万 | 6,550股 | -160股-2.44% | 减仓 |
 百事可乐PEP |
| 0.49% | 0.6% | $159.0万 | 1.2万股 | $179.0万 | 1.2万股 | +218股+1.89% | 加仓 |
 迈威尔MRVL |
| 0.48% | 0.17% | $157.0万 | 5,272股 | $52.4万 | 5,290股 | -18股-0.34% | 减仓 |
 雪佛龙CVX |
| 0.47% | 0.66% | $154.9万 | 9,343股 | $196.5万 | 9,496股 | -153股-1.61% | 减仓 |
 默沙东MRK |
| 0.44% | 0.36% | $143.2万 | 1.1万股 | $108.3万 | 9,004股 | +2,139股+23.76% | 加仓 |
 雷神技术RTX |
| 0.43% | 0.48% | $141.6万 | 7,464股 | $144.0万 | 7,464股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.43% | 0.22% | $140.5万 | 4,119股 | $67.3万 | 4,196股 | -77股-1.84% | 减仓 |
| IIBMIBM |
| 0.38% | 0.36% | $125.5万 | 4,463股 | $107.4万 | 4,430股 | +33股+0.74% | 加仓 |
 家得宝HD |
| 0.38% | 0.36% | $123.9万 | 3,513股 | $109.2万 | 3,321股 | +192股+5.78% | 加仓 |
| IiShares安硕信托GVI |
| 0.37% | 0.39% | $120.2万 | 1.1万股 | $117.8万 | 1.1万股 | +65股+0.59% | 加仓 |
 VisaV |
| 0.37% | 0.37% | $120.2万 | 3,502股 | $109.4万 | 3,618股 | -116股-3.21% | 减仓 |
 摩根士丹利MS |
| 0.36% | 0.31% | $118.5万 | 5,668股 | $93.3万 | 5,668股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.36% | 0.35% | $118.3万 | 2,812股 | $104.5万 | 2,812股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.36% | 0.37% | $117.1万 | 2.1万股 | $110.0万 | 2.3万股 | -2,010股-8.91% | 减仓 |
 艾默生电气EMR |
| 0.35% | 0.35% | $113.6万 | 7,936股 | $105.7万 | 8,071股 | -135股-1.67% | 减仓 |
 麦当劳MCD |
| 0.34% | 0.4% | $110.7万 | 4,096股 | $120.3万 | 3,872股 | +224股+5.79% | 加仓 |
 美国电力AEP |
| 0.33% | 0.35% | $107.8万 | 7,880股 | $104.8万 | 7,992股 | -112股-1.40% | 减仓 |
 WASTE MGMT DELWM |
| 0.33% | 0.38% | $107.0万 | 4,802股 | $112.8万 | 4,907股 | -105股-2.14% | 减仓 |
 沃尔玛WMT |
| 0.31% | 0.37% | $102.0万 | 9,007股 | $111.9万 | 9,007股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.31% | 0.38% | $101.8万 | 1,998股 | $114.1万 | 1,888股 | +110股+5.83% | 加仓 |
 康明斯CMI |
| 0.31% | 0.26% | $101.1万 | 1,417股 | $77.5万 | 1,441股 | -24股-1.67% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.27% | $97.2万 | 1,301股 | $81.2万 | 1,249股 | +52股+4.16% | 加仓 |
