| S嘉信·USSCHX |
| 11.74% | 11.71% | $2,441.5万 | 46.6万股 | $2,380.2万 | 47.0万股 | -4,189股-0.89% | 减仓 |
 苹果AAPL |
| 7.09% | 6.48% | $1,474.8万 | 7.6万股 | $1,318.0万 | 7.7万股 | -946股-1.23% | 减仓 |
| V先锋领航指数基金VOO |
| 5.82% | 6.07% | $1,210.1万 | 3.0万股 | $1,233.8万 | 3.1万股 | -1,707股-5.43% | 减仓 |
 LINCOLN ELECLECO |
| 4.47% | 4.18% | $929.0万 | 4.7万股 | $850.2万 | 4.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 3.63% | 3.55% | $755.1万 | 3.1万股 | $721.1万 | 3.1万股 | +283股+0.92% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 2.72% | 2.67% | $565.7万 | 7.7万股 | $542.5万 | 7.8万股 | -882股-1.13% | 减仓 |
 艾伯维ABBV |
| 2.45% | 2.8% | $509.4万 | 3.8万股 | $569.4万 | 3.8万股 | -390股-1.02% | 减仓 |
| IiShares安硕·COREIJR |
| 2.43% | 2.57% | $506.3万 | 5.1万股 | $523.4万 | 5.5万股 | -4,685股-8.44% | 减仓 |
| IiShares安硕信托ICF |
| 2.39% | 2.3% | $496.1万 | 8.9万股 | $467.3万 | 9.3万股 | -3,871股-4.16% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.33% | 2.31% | $484.2万 | 1.1万股 | $468.7万 | 1.1万股 | -42股-0.38% | 减仓 |
 微软MSFT |
| 2.25% | 2.21% | $468.1万 | 1.4万股 | $450.0万 | 1.4万股 | -504股-3.54% | 减仓 |
| S嘉信·USSCHA |
| 2.24% | 2.1% | $464.9万 | 10.6万股 | $426.2万 | 10.3万股 | +3,261股+3.17% | 加仓 |
| S嘉信策略信托SCHE |
| 2.2% | 0.64% | $458.3万 | 18.6万股 | $130.8万 | 5.5万股 | +13.1万股+240.46% | 加仓 |
 麦当劳MCD |
| 1.8% | 1.61% | $374.6万 | 1.3万股 | $327.4万 | 1.2万股 | +125股+1.01% | 加仓 |
 强生JNJ |
| 1.76% | 1.66% | $365.0万 | 2.2万股 | $337.0万 | 2.2万股 | +416股+1.92% | 加仓 |
 雅培ABT |
| 1.7% | 1.52% | $352.9万 | 3.2万股 | $309.8万 | 3.2万股 | +384股+1.20% | 加仓 |
 黑石集团BX |
| 1.21% | 1.48% | $251.1万 | 2.7万股 | $301.9万 | 2.8万股 | -1,170股-4.15% | 减仓 |
 谷歌AGOOGL |
| 1.19% | 1.36% | $247.3万 | 2.1万股 | $277.2万 | 2.1万股 | -526股-2.48% | 减仓 |
 ADPADP |
| 1.16% | 1.3% | $241.6万 | 1.1万股 | $265.0万 | 1.1万股 | -21股-0.19% | 减仓 |
 雪佛龙CVX |
| 1.07% | 1.19% | $223.5万 | 1.4万股 | $241.5万 | 1.4万股 | -118股-0.82% | 减仓 |
 摩根大通JPM |
| 1.05% | 1.1% | $218.8万 | 1.5万股 | $223.4万 | 1.5万股 | -361股-2.34% | 减仓 |
| IiShares安硕信托EEM |
| 0.98% | 0.37% | $202.9万 | 5.1万股 | $74.2万 | 2.0万股 | +3.2万股+162.23% | 加仓 |
 家得宝HD |
| 0.93% | 0.93% | $194.3万 | 6,256股 | $189.6万 | 6,274股 | -18股-0.29% | 减仓 |
| S嘉信策略信托SCHM |
| 0.88% | 0.85% | $183.8万 | 2.6万股 | $172.6万 | 2.6万股 | +360股+1.41% | 加仓 |
 默沙东MRK |
| 0.86% | 0.79% | $178.3万 | 1.5万股 | $161.4万 | 1.6万股 | -230股-1.47% | 减仓 |
 英伟达NVDA |
| 0.82% | 0.9% | $171.5万 | 4,054股 | $183.0万 | 4,206股 | -152股-3.61% | 减仓 |
| VVMWARE INC MERGER ELECTION EXP: 10/09/23VMW |
| 0.76% | — | $158.1万 | 11股 | $0 | 0股 | +11股 | 新买入 |
 甲骨文ORCL |
| 0.7% | 0.64% | $145.3万 | 1.2万股 | $130.3万 | 1.2万股 | -104股-0.85% | 减仓 |
 礼来LLY |
| 0.66% | 0.78% | $137.7万 | 2,937股 | $158.6万 | 2,952股 | -15股-0.51% | 减仓 |
| IiShares安硕信托DVY |
| 0.62% | 0.6% | $128.0万 | 1.1万股 | $121.5万 | 1.1万股 | +2股+0.02% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.61% | 0.6% | $126.4万 | 4,595股 | $121.6万 | 4,571股 | +24股+0.53% | 加仓 |
 宝洁PG |
| 0.59% | 0.59% | $123.7万 | 8,149股 | $120.4万 | 8,254股 | -105股-1.27% | 减仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.55% | $117.1万 | 5,887股 | $111.8万 | 5,913股 | -26股-0.44% | 减仓 |
 LOWES COS COMLOW |
| 0.52% | 0.49% | $108.3万 | 4,797股 | $99.2万 | 4,771股 | +26股+0.54% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.52% | 0.66% | $108.2万 | 1.4万股 | $133.2万 | 1.8万股 | -3,836股-21.88% | 减仓 |
| BBANK OF AMERBAC |
| 0.52% | 0.5% | $107.2万 | 3.7万股 | $101.6万 | 3.7万股 | +266股+0.72% | 加仓 |
 亚马逊AMZN |
| 0.51% | 0.55% | $105.9万 | 8,125股 | $112.2万 | 8,827股 | -702股-7.95% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.49% | 0.53% | $101.5万 | 2,978股 | $108.3万 | 3,091股 | -113股-3.66% | 减仓 |
| IInnovator ETF信托PMAR |
| 0.49% | 0.49% | $101.2万 | 3.0万股 | $100.4万 | 3.0万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.49% | 0.49% | $101.1万 | 1,165股 | $99.1万 | 1,193股 | -28股-2.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.47% | 0.54% | $98.1万 | 8,112股 | $110.5万 | 8,382股 | -270股-3.22% | 减仓 |
 百事可乐PEP |
| 0.45% | 0.45% | $94.3万 | 5,093股 | $91.7万 | 5,412股 | -319股-5.89% | 减仓 |
| IInnovator ETF信托PFEB |
| 0.45% | 0.45% | $93.4万 | 3.0万股 | $92.4万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.42% | $90.7万 | 4,841股 | $85.6万 | 4,841股 | 00.00% | 持仓不变 |
| IiShares安硕信托LQD |
| 0.43% | 0.36% | $89.8万 | 8,302股 | $72.2万 | 7,077股 | +1,225股+17.31% | 加仓 |
| V先锋领航·MIDVO |
| 0.43% | 0.41% | $89.3万 | 4,056股 | $82.6万 | 3,965股 | +91股+2.30% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 0.4% | 0.6% | $82.8万 | 3.0万股 | $121.9万 | 4.5万股 | -1.5万股-33.81% | 减仓 |
| IInnovator ETF信托PAPR |
| 0.38% | 0.39% | $79.8万 | 2.6万股 | $79.1万 | 2.6万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.38% | 0.38% | $79.8万 | 1.1万股 | $77.4万 | 1.1万股 | -1股-0.01% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.38% | 0.35% | $78.0万 | 1.1万股 | $71.4万 | 1.0万股 | +148股+1.43% | 加仓 |
