 英特尔INTC |
| 18.42% | 5.7% | $3,262.6万 | 23.4万股 | $792.2万 | 18.0万股 | +5.4万股+30.15% | 加仓 |
| S道富SPMD |
| 13.11% | 13.91% | $2,322.1万 | 34.4万股 | $1,934.8万 | 32.7万股 | +1.7万股+5.20% | 加仓 |
| S道富SPYM |
| 7.61% | 8.55% | $1,347.8万 | 15.3万股 | $1,189.1万 | 15.5万股 | -1,990股-1.28% | 减仓 |
| SSPDR道富指数基金SPEM |
| 7.37% | 8.41% | $1,306.0万 | 25.2万股 | $1,170.0万 | 24.9万股 | +2,801股+1.12% | 加仓 |
| SSPDR道富指数基金SPDW |
| 6.91% | 8.02% | $1,223.6万 | 24.3万股 | $1,114.9万 | 24.4万股 | -1,406股-0.58% | 减仓 |
| IiShares安硕信托IVV |
| 6.09% | 7.01% | $1,079.7万 | 1.4万股 | $974.5万 | 1.5万股 | -502股-3.36% | 减仓 |
| V先锋领航指数基金VNQ |
| 4.87% | 5.34% | $863.1万 | 9.0万股 | $742.6万 | 8.4万股 | +5,780股+6.90% | 加仓 |
| V先锋领航·FTSEVEA |
| 3.97% | 4.58% | $702.4万 | 9.9万股 | $637.4万 | 9.9万股 | -892股-0.90% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 3.44% | 4.13% | $609.3万 | 13.6万股 | $574.9万 | 12.9万股 | +6,515股+5.04% | 加仓 |
| V先锋领航·MIDVO |
| 3.1% | 3.53% | $549.2万 | 6.8万股 | $490.7万 | 1.7万股 | +5.1万股+298.91% | 加仓 |
| V先锋领航·FSTEVWO |
| 2.98% | 3.52% | $527.1万 | 8.8万股 | $490.1万 | 9.1万股 | -2,376股-2.62% | 减仓 |
 贝莱德·FLOATING RATE INCOFRA |
| 2.72% | 3.11% | $481.7万 | 43.8万股 | $432.7万 | 39.3万股 | +4.6万股+11.63% | 加仓 |
 CALAMOS CONVERTIBLE OPPSCHI |
| 2.23% | 2.23% | $394.9万 | 29.4万股 | $309.7万 | 28.8万股 | +5,494股+1.91% | 加仓 |
| S道富SPSM |
| 1.83% | 1.95% | $323.8万 | 5.6万股 | $271.8万 | 5.6万股 | -109股-0.19% | 减仓 |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 1.54% | 1.77% | $272.4万 | 6.7万股 | $245.4万 | 6.8万股 | -1,320股-1.93% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.26% | 1.49% | $223.6万 | 3.5万股 | $207.3万 | 3.4万股 | +67股+0.19% | 加仓 |
| WWisdomTree信托DLS |
| 1.2% | 1.48% | $212.7万 | 2.5万股 | $205.5万 | 2.5万股 | +170股+0.67% | 加仓 |
 埃克森美孚XOM |
| 1.06% | 1.67% | $187.5万 | 1.4万股 | $232.7万 | 1.4万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.74% | 0.94% | $130.6万 | 2.6万股 | $130.9万 | 2.6万股 | -209股-0.80% | 减仓 |
 林德LIN |
| 0.68% | 0.82% | $120.0万 | 2,313股 | $114.7万 | 2,313股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.6% | 0.98% | $107.0万 | 1.0万股 | $135.9万 | 1.0万股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.54% | 0.66% | $96.1万 | 7,027股 | $92.1万 | 7,027股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.53% | 0.59% | $94.2万 | 2,546股 | $81.7万 | 2,546股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.52% | 0.57% | $91.7万 | 3,024股 | $79.4万 | 3,033股 | -9股-0.30% | 减仓 |
 微软MSFT |
| 0.52% | 0.65% | $91.4万 | 2,451股 | $91.0万 | 2,459股 | -8股-0.33% | 减仓 |
| WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON |
| 0.5% | 0.59% | $88.1万 | 1.6万股 | $81.9万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.46% | 0.52% | $81.9万 | 1.1万股 | $71.7万 | 1.1万股 | 00.00% | 持仓不变 |
 VanEck ETF信托GDXJ |
| 0.39% | 0.82% | $69.0万 | 7,021股 | $113.3万 | 9,441股 | -2,420股-25.63% | 减仓 |
 Phillips 66PSX |
| 0.39% | 0.53% | $68.6万 | 4,059股 | $73.9万 | 4,059股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.34% | 0.32% | $60.6万 | 1,225股 | $44.0万 | 1,225股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.34% | 0.44% | $60.2万 | 5,883股 | $61.7万 | 7,841股 | -1,958股-24.97% | 减仓 |
 杜克能源DUK |
| 0.33% | 0.44% | $59.1万 | 4,666股 | $61.1万 | 4,666股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.27% | — | $48.6万 | 421股 | $0 | 0股 | +421股 | 新买入 |
 BRUNSWICKBC |
| 0.26% | 0.29% | $46.3万 | 5,500股 | $40.0万 | 5,500股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.25% | 0.28% | $44.5万 | 1,865股 | $38.8万 | 1,865股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.24% | 0.35% | $42.4万 | 561股 | $48.5万 | 561股 | 00.00% | 持仓不变 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.24% | 0.31% | $42.1万 | 8,039股 | $42.8万 | 8,144股 | -105股-1.29% | 减仓 |
 苹果AAPL |
| 0.22% | 0.25% | $39.7万 | 1,373股 | $34.8万 | 1,373股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.21% | 0.27% | $36.3万 | 1,154股 | $37.9万 | 1,154股 | 00.00% | 持仓不变 |
 PPL COMPPL |
| 0.19% | 0.25% | $33.5万 | 9,204股 | $35.2万 | 9,204股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.18% | 0.27% | $32.2万 | 2,375股 | $37.0万 | 2,385股 | -10股-0.42% | 减仓 |
 特灵科技TT |
| 0.18% | 0.2% | $31.2万 | 636股 | $27.4万 | 658股 | -22股-3.34% | 减仓 |
| S嘉信策略信托SCHF |
| 0.17% | 0.19% | $29.9万 | 1.1万股 | $26.8万 | 1.1万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.16% | 0.18% | $29.0万 | 1,033股 | $25.0万 | 1,033股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.16% | 0.17% | $28.8万 | 957股 | $23.8万 | 960股 | -3股-0.31% | 减仓 |
| PPIMCO太平洋投资管理ETFTIPZ |
| 0.15% | 0.19% | $26.5万 | 4,964股 | $26.9万 | 4,964股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 0.15% | 0.16% | $26.4万 | 3,853股 | $21.9万 | 3,853股 | 00.00% | 持仓不变 |
 UNITED BANKSHARES WEST VUBSI |
| 0.14% | 0.17% | $25.5万 | 5,565股 | $23.1万 | 5,565股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.12% | 0.16% | $21.9万 | 2,112股 | $21.6万 | 2,220股 | -108股-4.86% | 减仓 |
 高盛GS |
| 0.12% | — | $21.2万 | 210股 | $0 | 0股 | +210股 | 新买入 |
