 PHILIP MORRIS INTLPM |
| 5.98% | 5.46% | $793.4万 | 4.4万股 | $708.5万 | 4.4万股 | -170股-0.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.87% | 5.42% | $779.2万 | 2.2万股 | $703.0万 | 2.2万股 | -281股-1.26% | 减仓 |
 沃尔玛WMT |
| 5.34% | 6.17% | $708.4万 | 6.3万股 | $800.0万 | 6.3万股 | -315股-0.50% | 减仓 |
 TRAVELERS COSTRV |
| 5.02% | 4.73% | $666.4万 | 2.0万股 | $612.8万 | 2.0万股 | -133股-0.65% | 减仓 |
 强生JNJ |
| 4.96% | 4.88% | $658.2万 | 2.6万股 | $632.9万 | 2.6万股 | -315股-1.20% | 减仓 |
 万事达MA |
| 4.84% | 4.93% | $643.2万 | 1.3万股 | $638.6万 | 1.3万股 | -70股-0.56% | 减仓 |
 苹果AAPL |
| 4.75% | 4.36% | $631.2万 | 2.2万股 | $564.8万 | 2.2万股 | -3股-0.01% | 减仓 |
 WELLS FARGO NEWWFC |
| 4.34% | 4.58% | $575.6万 | 7.0万股 | $593.5万 | 7.0万股 | -445股-0.63% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.22% | 4.17% | $560.4万 | 1.1万股 | $541.2万 | 1.1万股 | -80股-0.71% | 减仓 |
 AMGEN COMAMGN |
| 3.95% | 3.94% | $524.2万 | 1.4万股 | $510.6万 | 1.5万股 | -120股-0.82% | 减仓 |
 美国合众银行USB |
| 3.81% | 3.61% | $506.1万 | 8.4万股 | $468.2万 | 8.5万股 | -790股-0.93% | 减仓 |
 康菲石油COP |
| 3.76% | 4.65% | $499.0万 | 4.8万股 | $603.1万 | 4.8万股 | -165股-0.34% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 3.71% | 3.96% | $492.5万 | 13.4万股 | $513.4万 | 13.5万股 | -1,030股-0.76% | 减仓 |
 埃克森美孚XOM |
| 3.64% | 4.3% | $483.0万 | 3.5万股 | $557.6万 | 3.6万股 | -360股-1.01% | 减仓 |
| T赛默飞世尔TMO |
| 3.46% | 3.58% | $459.6万 | 9,168股 | $463.7万 | 9,211股 | -43股-0.47% | 减仓 |
 联合太平洋铁路UNP |
| 3.46% | 3.28% | $459.4万 | 1.7万股 | $424.8万 | 1.7万股 | -165股-0.97% | 减仓 |
 ADPADP |
| 3.08% | 2.84% | $409.4万 | 1.8万股 | $367.6万 | 1.8万股 | -27股-0.15% | 减仓 |
 宝洁PG |
| 2.88% | 2.94% | $382.5万 | 2.6万股 | $381.5万 | 2.6万股 | -240股-0.91% | 减仓 |
 联合健康UNH |
| 2.84% | 2.14% | $376.8万 | 9,066股 | $278.1万 | 9,089股 | -23股-0.25% | 减仓 |
 麦当劳MCD |
| 2.5% | 2.92% | $332.3万 | 1.2万股 | $378.4万 | 1.2万股 | -30股-0.24% | 减仓 |
| G通用动力VTI |
| 2.45% | 2.95% | $325.3万 | 8,791股 | $382.4万 | 1.1万股 | -2,668股-23.28% | 减仓 |
| V先锋领航指数基金VOO |
| 2.09% | 1.94% | $277.7万 | 4,043股 | $251.5万 | 4,048股 | -5股-0.12% | 减仓 |
 摩根大通JPM |
| 1.82% | 1.76% | $241.9万 | 7,390股 | $227.6万 | 7,390股 | 00.00% | 持仓不变 |
 DIAGEO SPON ADR NEWDEO |
| 1.64% | 1.56% | $217.3万 | 2.7万股 | $202.3万 | 2.6万股 | +789股+3.01% | 加仓 |
 谷歌AGOOGL |
| 1.55% | 1.4% | $205.2万 | 5,741股 | $182.2万 | 5,741股 | 00.00% | 持仓不变 |
| V先锋领航债券指数基金VUSB |
| 1.05% | 1.01% | $139.9万 | 2.8万股 | $131.2万 | 2.6万股 | +1,700股+6.44% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.99% | 0.91% | $131.5万 | 1.1万股 | $117.3万 | 2,648股 | +7,944股+300.00% | 加仓 |
| IiShares安硕信托IWD |
| 0.94% | 0.88% | $125.1万 | 5,162股 | $114.6万 | 5,162股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.62% | 0.47% | $82.6万 | 4,334股 | $61.4万 | 4,334股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.43% | 0.42% | $57.7万 | 6,755股 | $54.9万 | 6,755股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.38% | 0.38% | $50.6万 | 2,529股 | $48.8万 | 2,679股 | -150股-5.60% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.35% | 0.32% | $46.2万 | 3,156股 | $41.9万 | 3,156股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.33% | 0.31% | $44.2万 | 2,688股 | $40.8万 | 2,688股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.33% | 0.29% | $44.2万 | 1,123股 | $37.2万 | 1,123股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.28% | 0.26% | $37.8万 | 1,708股 | $33.9万 | 1,708股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.27% | 0.22% | $35.3万 | 480股 | $29.1万 | 480股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.26% | 0.31% | $35.1万 | 8,300股 | $39.9万 | 8,300股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.25% | — | $32.6万 | 427股 | $0 | 0股 | +427股 | 新买入 |
 亚马逊AMZN |
| 0.23% | 0.22% | $30.7万 | 1,286股 | $28.5万 | 1,286股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.23% | 0.5% | $30.2万 | 9,900股 | $64.2万 | 2.1万股 | -1.1万股-52.63% | 减仓 |
 帕兰提尔PLTR |
| 0.22% | 0.27% | $29.2万 | 2,500股 | $35.2万 | 2,500股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.19% | 0.22% | $25.5万 | 1,880股 | $29.1万 | 1,880股 | 00.00% | 持仓不变 |
 AXON ENTERPRISEAXON |
| 0.19% | — | $24.8万 | 443股 | $0 | 0股 | +443股 | 新买入 |
 南方电力SO |
| 0.17% | 0.17% | $22.2万 | 2,317股 | $22.5万 | 2,317股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.16% | — | $21.4万 | 509股 | $0 | 0股 | +509股 | 新买入 |
 NATIONAL FUEL GASNFG |
| 0.16% | 0.2% | $20.7万 | 2,680股 | $25.6万 | 2,680股 | 00.00% | 持仓不变 |
| GGOSSAMER BIO INC COMGOSS |
| <0.01% | 0.01% | $4,329 | 2.6万股 | $9,137 | 2.6万股 | 00.00% | 持仓不变 |
