| IiShares安硕信托IWD |
| 14.45% | 13.89% | $3,205.5万 | 13.2万股 | $2,611.6万 | 12.2万股 | +9,999股+8.18% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 11.57% | 9.8% | $2,565.9万 | 20.7万股 | $1,843.0万 | 4.3万股 | +16.3万股+378.09% | 加仓 |
| S嘉信策略信托SCHF |
| 10.92% | 11.37% | $2,421.5万 | 87.4万股 | $2,138.5万 | 86.4万股 | +1.0万股+1.17% | 加仓 |
| V先锋领航·MIDVO |
| 8.42% | 8.74% | $1,867.0万 | 23.2万股 | $1,643.9万 | 5.7万股 | +17.4万股+304.80% | 加仓 |
| IiShares安硕·COREIJR |
| 6.36% | 6.28% | $1,410.2万 | 9.5万股 | $1,180.1万 | 9.5万股 | +158股+0.17% | 加仓 |
| PPacer基金信托COWZ |
| 6.11% | 7.34% | $1,356.3万 | 21.8万股 | $1,381.1万 | 22.1万股 | -2,707股-1.23% | 减仓 |
| PPACER FDS TR US LRG CP CASHCOWG |
| 5.54% | 5.59% | $1,228.9万 | 30.6万股 | $1,051.6万 | 31.2万股 | -5,583股-1.79% | 减仓 |
 微软MSFT |
| 3.66% | 3.92% | $812.1万 | 2.2万股 | $737.5万 | 2.0万股 | +1,847股+9.27% | 加仓 |
| A美国世纪ETF信托AVEM |
| 3.62% | 3.53% | $802.0万 | 8.3万股 | $664.3万 | 8.2万股 | +670股+0.81% | 加仓 |
| AAvantis·U SAVUV |
| 2.82% | 2.78% | $625.7万 | 5.0万股 | $523.5万 | 4.7万股 | +2,761股+5.83% | 加仓 |
 苹果AAPL |
| 2.32% | 2.44% | $515.5万 | 1.8万股 | $458.0万 | 1.8万股 | -232股-1.29% | 减仓 |
| G通用动力VTI |
| 2.16% | 2.28% | $479.2万 | 1.3万股 | $429.3万 | 1.3万股 | -433股-3.24% | 减仓 |
| WWisdomTree信托EZM |
| 2.12% | 2.03% | $471.0万 | 6.2万股 | $382.4万 | 5.7万股 | +5,256股+9.24% | 加仓 |
| F第一信托·EXCHANGE-TRADED ALPFNY |
| 0.92% | 0.9% | $205.2万 | 1.9万股 | $170.1万 | 1.9万股 | -285股-1.52% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.79% | 0.81% | $174.3万 | 1.8万股 | $151.6万 | 1.7万股 | +986股+5.77% | 加仓 |
| A美国世纪ETF信托AVLV |
| 0.67% | — | $148.6万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 默沙东MRK |
| 0.66% | 0.75% | $147.4万 | 1.1万股 | $141.6万 | 1.2万股 | -300股-2.55% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.64% | 0.28% | $141.7万 | 2.6万股 | $51.8万 | 1.1万股 | +1.5万股+140.84% | 加仓 |
| IiShares安硕信托ITOT |
| 0.58% | 0.6% | $129.3万 | 7,871股 | $112.8万 | 7,921股 | -50股-0.63% | 减仓 |
 AMGEN COMAMGN |
| 0.51% | 0.59% | $114.0万 | 3,147股 | $110.7万 | 3,147股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.5% | 0.48% | $110.9万 | 3,104股 | $90.1万 | 3,133股 | -29股-0.93% | 减仓 |
| F第一信托交易所交易基金FYC |
| 0.47% | 0.44% | $105.2万 | 8,260股 | $82.5万 | 8,510股 | -250股-2.94% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.44% | 0.42% | $98.2万 | 2,779股 | $79.0万 | 2,755股 | +24股+0.87% | 加仓 |
| BBADGER METERBMI |
| 0.43% | — | $95.3万 | 6,425股 | $0 | 0股 | +6,425股 | 新买入 |
 PRICE T ROWE COMTROW |
| 0.41% | 0.37% | $91.2万 | 8,023股 | $69.7万 | 7,734股 | +289股+3.74% | 加仓 |
 鲍尔公司BALL |
| 0.41% | — | $91.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 HERSHEY COMHSY |
| 0.41% | 0.56% | $90.0万 | 5,127股 | $104.8万 | 5,042股 | +85股+1.69% | 加仓 |
 ADPADP |
| 0.41% | — | $89.9万 | 4,013股 | $0 | 0股 | +4,013股 | 新买入 |
 PPG工业PPG |
| 0.4% | 0.43% | $89.0万 | 7,334股 | $80.3万 | 7,509股 | -175股-2.33% | 减仓 |
 特斯拉TSLA |
| 0.38% | 0.37% | $84.9万 | 2,019股 | $70.4万 | 1,895股 | +124股+6.54% | 加仓 |
 DONALDSONDCI |
| 0.38% | 0.41% | $83.7万 | 9,325股 | $78.0万 | 9,192股 | +133股+1.45% | 加仓 |
 TOROTTC |
| 0.38% | 0.43% | $83.5万 | 8,567股 | $81.0万 | 8,667股 | -100股-1.15% | 减仓 |
 达美乐披萨DPZ |
| 0.36% | 0.3% | $80.5万 | 2,718股 | $55.9万 | 1,559股 | +1,159股+74.34% | 加仓 |
 百时美施贵宝BMY |
| 0.36% | 0.44% | $79.8万 | 1.4万股 | $83.5万 | 1.4万股 | +85股+0.62% | 加仓 |
 财捷INTU |
| 0.35% | — | $78.2万 | 2,997股 | $0 | 0股 | +2,997股 | 新买入 |
| TTENNANTTNC |
| 0.35% | 0.3% | $77.9万 | 8,904股 | $57.1万 | 8,594股 | +310股+3.61% | 加仓 |
 CARLISLE COSCSL |
| 0.34% | 0.36% | $75.9万 | 2,091股 | $67.4万 | 2,021股 | +70股+3.46% | 加仓 |
 英伟达NVDA |
| 0.34% | 0.26% | $75.2万 | 3,761股 | $48.0万 | 2,750股 | +1,011股+36.76% | 加仓 |
 ALTRIAMO |
| 0.33% | 0.37% | $73.9万 | 1.0万股 | $70.1万 | 1.1万股 | -350股-3.30% | 减仓 |
 美国合众银行USB |
| 0.33% | 0.34% | $73.0万 | 1.2万股 | $63.9万 | 1.2万股 | -190股-1.55% | 减仓 |
| DDEL MONTE CORPDMC |
| 0.33% | 0.56% | $72.8万 | 2.6万股 | $105.3万 | 2.6万股 | -74股-0.28% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.31% | 0.21% | $69.2万 | 2.8万股 | $38.8万 | 1.4万股 | +1.5万股+108.47% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.29% | 0.34% | $64.4万 | 3,864股 | $63.9万 | 3,684股 | +180股+4.89% | 加仓 |
 甲骨文ORCL |
| 0.29% | 0.34% | $63.3万 | 4,322股 | $63.6万 | 4,322股 | 00.00% | 持仓不变 |
 美国包装PKG |
| 0.27% | 0.29% | $59.8万 | 2,509股 | $54.3万 | 2,557股 | -48股-1.88% | 减仓 |
 沃尔玛WMT |
| 0.26% | 0.33% | $57.7万 | 5,096股 | $62.4万 | 5,024股 | +72股+1.43% | 加仓 |
| SSS&C TECHSSNC |
| 0.26% | 0.31% | $57.6万 | 9,280股 | $58.1万 | 8,595股 | +685股+7.97% | 加仓 |
 TRAVELERS COSTRV |
| 0.26% | 0.27% | $57.3万 | 1,735股 | $50.6万 | 1,735股 | 00.00% | 持仓不变 |
 PRIMERICAPRI |
| 0.26% | 0.27% | $56.8万 | 2,000股 | $50.1万 | 2,000股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.25% | 0.27% | $55.7万 | 4,071股 | $51.7万 | 3,045股 | +1,026股+33.69% | 加仓 |
