| S嘉信策略信托SCHF |
| 7.79% | 7.6% | $1,933.3万 | 69.8万股 | $1,729.9万 | 69.9万股 | -998股-0.14% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 4.43% | 4.26% | $1,098.8万 | 32.5万股 | $969.7万 | 33.3万股 | -8,194股-2.46% | 减仓 |
 艾伯维ABBV |
| 4.33% | 4.11% | $1,073.5万 | 4.3万股 | $935.3万 | 4.3万股 | -346股-0.80% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 4.21% | 4.67% | $1,044.8万 | 10.1万股 | $1,064.1万 | 11.0万股 | -8,973股-8.19% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 3.97% | 4.74% | $985.8万 | 21.0万股 | $1,079.7万 | 22.9万股 | -1.9万股-8.42% | 减仓 |
| S嘉信策略信托SCHM |
| 3.68% | 3.42% | $912.9万 | 24.8万股 | $777.8万 | 25.1万股 | -3,613股-1.44% | 减仓 |
 苹果AAPL |
| 3.36% | 3.3% | $832.4万 | 2.9万股 | $751.3万 | 3.0万股 | -837股-2.83% | 减仓 |
| S嘉信·USSCHX |
| 3.24% | 3.09% | $803.0万 | 27.3万股 | $702.7万 | 27.4万股 | -1,230股-0.45% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 3.07% | 2.96% | $761.0万 | 28.7万股 | $674.2万 | 25.7万股 | +3.0万股+11.51% | 加仓 |
| S道富SPYV |
| 2.93% | 2.91% | $726.0万 | 11.9万股 | $662.4万 | 11.7万股 | +2,360股+2.02% | 加仓 |
| IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF |
| 2.87% | 2.26% | $710.8万 | 10.7万股 | $514.9万 | 7.7万股 | +3.0万股+38.86% | 加仓 |
 谷歌AGOOGL |
| 2.73% | 2.49% | $676.1万 | 1.9万股 | $566.3万 | 2.0万股 | -777股-3.95% | 减仓 |
| WWisdomTree信托DEM |
| 2.69% | 2.81% | $666.3万 | 12.4万股 | $639.3万 | 12.9万股 | -4,772股-3.71% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.49% | 2.7% | $618.7万 | 8,797股 | $614.1万 | 9,933股 | -1,136股-11.44% | 减仓 |
| S嘉信·USSCHA |
| 2.44% | 2.26% | $604.1万 | 16.7万股 | $513.6万 | 17.7万股 | -9,425股-5.34% | 减仓 |
| IiShares安硕信托AGG |
| 2.2% | 2.23% | $546.1万 | 5.5万股 | $508.5万 | 5.1万股 | +3,951股+7.71% | 加仓 |
 卡特彼勒CAT |
| 2.09% | 1.6% | $518.7万 | 4,871股 | $363.2万 | 5,126股 | -255股-4.97% | 减仓 |
 摩根大通JPM |
| 2.01% | 2% | $499.7万 | 1.5万股 | $455.9万 | 1.5万股 | -230股-1.48% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.94% | 1.99% | $481.8万 | 6.1万股 | $453.5万 | 5.7万股 | +3,754股+6.56% | 加仓 |
| IiShares安硕信托ICF |
| 1.73% | 1.62% | $428.3万 | 6.3万股 | $369.6万 | 6.0万股 | +3,621股+6.06% | 加仓 |
 微软MSFT |
| 1.69% | 1.9% | $419.0万 | 1.1万股 | $431.4万 | 1.2万股 | -422股-3.62% | 减仓 |
 雅培ABT |
| 1.62% | 2.02% | $401.3万 | 4.4万股 | $459.4万 | 4.5万股 | -518股-1.16% | 减仓 |
| V先锋领航·FSTEVWO |
| 1.61% | 1.69% | $399.8万 | 6.7万股 | $384.3万 | 7.1万股 | -4,138股-5.82% | 减仓 |
 好市多COST |
| 1.57% | 1.79% | $389.5万 | 4,163股 | $407.6万 | 4,090股 | +73股+1.78% | 加仓 |
 史赛克SYK |
| 1.39% | 1.6% | $344.4万 | 1.1万股 | $363.1万 | 1.1万股 | -82股-0.74% | 减仓 |
 应用材料AMAT |
| 1.38% | 0.77% | $341.3万 | 4,721股 | $174.2万 | 5,096股 | -375股-7.36% | 减仓 |
 VisaV |
| 1.36% | 1.26% | $338.0万 | 9,852股 | $287.3万 | 9,507股 | +345股+3.63% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.35% | 1.3% | $334.4万 | 1.1万股 | $295.3万 | 1.2万股 | -780股-6.55% | 减仓 |
| IiShares安硕信托IVV |
| 1.29% | 1.44% | $318.7万 | 4,256股 | $328.2万 | 5,025股 | -769股-15.30% | 减仓 |
 TJXTJX |
| 1.27% | 1.51% | $315.0万 | 2.1万股 | $343.1万 | 2.1万股 | -687股-3.20% | 减仓 |
| IiShares安硕IEMG |
| 1.19% | 0.98% | $294.0万 | 3.5万股 | $223.5万 | 3.2万股 | +3,442股+10.74% | 加仓 |
| IiShares安硕·COREIJH |
| 1.17% | 1.16% | $291.3万 | 3.8万股 | $264.9万 | 3.9万股 | -1,456股-3.71% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.12% | 1.33% | $277.7万 | 8.0万股 | $303.8万 | 10.0万股 | -2.0万股-19.91% | 减仓 |
 礼来LLY |
| 1.04% | 0.89% | $257.0万 | 2,143股 | $201.5万 | 2,191股 | -48股-2.19% | 减仓 |
 PALO ALTOPANW |
| 0.95% | 0.52% | $236.5万 | 6,935股 | $118.8万 | 7,410股 | -475股-6.41% | 减仓 |
 雪佛龙CVX |
| 0.91% | 1.26% | $225.1万 | 1.4万股 | $287.6万 | 1.4万股 | -324股-2.33% | 减仓 |
 甲骨文ORCL |
| 0.89% | 1.01% | $221.8万 | 1.5万股 | $230.2万 | 1.6万股 | -514股-3.28% | 减仓 |
 宝洁PG |
| 0.89% | 0.89% | $220.9万 | 1.5万股 | $201.6万 | 1.4万股 | +1,105股+7.92% | 加仓 |
| IiShares安硕·COREIJR |
| 0.74% | 0.67% | $182.6万 | 1.2万股 | $153.0万 | 1.2万股 | +2股+0.02% | 加仓 |
 麦当劳MCD |
| 0.67% | 0.83% | $165.0万 | 6,105股 | $188.6万 | 6,068股 | +37股+0.61% | 加仓 |
 Meta平台META |
| 0.53% | 0.62% | $132.0万 | 2,343股 | $142.1万 | 2,483股 | -140股-5.64% | 减仓 |
 强生JNJ |
| 0.47% | 0.51% | $116.4万 | 4,582股 | $116.4万 | 4,760股 | -178股-3.74% | 减仓 |
| IIBMIBM |
| 0.45% | 0.45% | $111.7万 | 3,972股 | $102.0万 | 4,207股 | -235股-5.59% | 减仓 |
 嘉信理财SCHW |
| 0.44% | 0.5% | $108.7万 | 1.2万股 | $114.9万 | 1.2万股 | -450股-3.68% | 减仓 |
 DTE ENERGY COMDTE |
| 0.42% | 0.44% | $103.0万 | 6,759股 | $99.6万 | 6,759股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.39% | 0.4% | $97.7万 | 4,884股 | $92.1万 | 5,282股 | -398股-7.54% | 减仓 |
 LOWES COS COMLOW |
| 0.39% | 0.46% | $95.7万 | 4,339股 | $105.4万 | 4,462股 | -123股-2.76% | 减仓 |
 康明斯CMI |
| 0.37% | 0.32% | $90.9万 | 1,275股 | $73.4万 | 1,365股 | -90股-6.59% | 减仓 |
 可口可乐KO |
| 0.36% | 0.38% | $90.0万 | 1.1万股 | $87.4万 | 1.1万股 | -336股-2.94% | 减仓 |
 埃克森美孚XOM |
| 0.35% | 0.52% | $85.6万 | 6,262股 | $118.1万 | 6,962股 | -700股-10.05% | 减仓 |
