| SSPDR标普500 ETFSPY |
| 42.5% | 29.62% | $8,181.6万 | 11.0万股 | $4,247.3万 | 6.5万股 | +4.4万股+67.76% | 加仓 |
 苹果AAPL |
| 22.85% | 27.05% | $4,399.5万 | 15.2万股 | $3,878.6万 | 15.3万股 | -784股-0.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.27% | 4.58% | $822.2万 | 2.3万股 | $657.3万 | 2.3万股 | +356股+1.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.79% | 4.83% | $729.8万 | 1.5万股 | $692.4万 | 1.4万股 | +134股+0.93% | 加仓 |
 微软MSFT |
| 2.5% | 3.32% | $481.8万 | 1.3万股 | $476.5万 | 1.3万股 | +44股+0.34% | 加仓 |
| BBANK OF AMERBAC |
| 2.46% | 2.82% | $472.7万 | 8.3万股 | $403.7万 | 8.3万股 | +142股+0.17% | 加仓 |
 谷歌AGOOGL |
| 1.86% | 2.02% | $357.6万 | 1.0万股 | $290.0万 | 1.0万股 | -80股-0.79% | 减仓 |
 摩根大通JPM |
| 1.67% | 1.97% | $321.9万 | 9,835股 | $282.8万 | 9,615股 | +220股+2.29% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.5% | 1.64% | $289.0万 | 2.4万股 | $234.8万 | 2.3万股 | +359股+1.53% | 加仓 |
 辉瑞PFE |
| 1.5% | 2.23% | $288.3万 | 12.0万股 | $320.2万 | 11.4万股 | +5,694股+4.99% | 加仓 |
 亚马逊AMZN |
| 1.28% | 1.49% | $245.5万 | 1.0万股 | $213.1万 | 1.0万股 | +67股+0.65% | 加仓 |
 UNITILUTL |
| 1.22% | 1.58% | $234.6万 | 4.5万股 | $226.3万 | 4.3万股 | +1,199股+2.77% | 加仓 |
 思科CSCO |
| 1.17% | 1.06% | $225.6万 | 1.9万股 | $152.7万 | 2.0万股 | -470股-2.39% | 减仓 |
 宝洁PG |
| 1.03% | 1.34% | $197.7万 | 1.3万股 | $192.4万 | 1.3万股 | +159股+1.19% | 加仓 |
| AAT&TT |
| 0.9% | 1.67% | $172.7万 | 8.3万股 | $239.8万 | 8.3万股 | +737股+0.89% | 加仓 |
| S嘉信策略信托SCHF |
| 0.71% | 0.83% | $137.4万 | 5.0万股 | $119.1万 | 4.8万股 | +1,463股+3.04% | 加仓 |
| V先锋领航·MIDVO |
| 0.63% | 0.72% | $120.7万 | 1.5万股 | $103.9万 | 3,617股 | +1.1万股+314.18% | 加仓 |
| S嘉信策略信托SCHD |
| 0.56% | 0.71% | $107.8万 | 3.4万股 | $101.4万 | 3.3万股 | +948股+2.87% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.55% | 0.67% | $106.3万 | 1.8万股 | $96.1万 | 1.8万股 | +34股+0.19% | 加仓 |
 英伟达NVDA |
| 0.55% | 0.55% | $106.0万 | 5,295股 | $79.0万 | 4,532股 | +763股+16.84% | 加仓 |
| KKKR & COMKKR |
| 0.53% | 0.7% | $101.2万 | 1.1万股 | $100.6万 | 1.1万股 | +153股+1.41% | 加仓 |
 迪士尼DIS |
| 0.49% | 0.65% | $93.8万 | 9,745股 | $93.2万 | 9,665股 | +80股+0.83% | 加仓 |
 威瑞森VZ |
| 0.48% | 0.76% | $93.3万 | 2.2万股 | $108.8万 | 2.2万股 | +379股+1.75% | 加仓 |
 埃克森美孚XOM |
| 0.38% | 0.65% | $72.2万 | 5,282股 | $93.2万 | 5,491股 | -209股-3.81% | 减仓 |
| SSPDR黄金信托GLD |
| 0.37% | 0.56% | $70.4万 | 1,911股 | $80.5万 | 1,871股 | +40股+2.14% | 加仓 |
| IIBMIBM |
| 0.32% | 0.4% | $60.9万 | 2,166股 | $56.9万 | 2,348股 | -182股-7.75% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.29% | 0.34% | $56.6万 | 2.0万股 | $49.1万 | 2.0万股 | 00.00% | 持仓不变 |
 爱迪生联合电气ED |
| 0.29% | 0.41% | $56.5万 | 5,104股 | $58.7万 | 5,184股 | -80股-1.54% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.29% | 0.34% | $56.2万 | 4,528股 | $48.3万 | 1,132股 | +3,396股+300.00% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.26% | 0.36% | $50.6万 | 1.6万股 | $51.9万 | 1.5万股 | +349股+2.25% | 加仓 |
 礼来LLY |
| 0.26% | 0.28% | $49.7万 | 414股 | $40.1万 | 436股 | -22股-5.05% | 减仓 |
 BOSTON BEERSAM |
| 0.23% | 0.4% | $44.3万 | 2,500股 | $57.6万 | 2,500股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.19% | 0.23% | $37.5万 | 1,013股 | $32.4万 | 1,011股 | +2股+0.20% | 加仓 |
| IiShares安硕信托EEM |
| 0.19% | 0.22% | $36.4万 | 5,316股 | $30.9万 | 5,440股 | -124股-2.28% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.18% | 0.24% | $34.5万 | 4,207股 | $33.8万 | 4,092股 | +115股+2.81% | 加仓 |
 福特F |
| 0.17% | 0.19% | $33.1万 | 2.4万股 | $27.1万 | 2.4万股 | +303股+1.29% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.17% | 0.21% | $32.8万 | 6,122股 | $30.2万 | 6,122股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.17% | 0.19% | $32.3万 | 1,283股 | $27.3万 | 1,255股 | +28股+2.23% | 加仓 |
 星巴克SBUX |
| 0.15% | 0.17% | $28.5万 | 2,785股 | $23.7万 | 2,648股 | +137股+5.17% | 加仓 |
| V先锋领航指数基金VOO |
| 0.13% | 0.14% | $25.8万 | 350股 | $20.2万 | 350股 | 00.00% | 持仓不变 |
 PEMBINA PIPELINEPBA |
| 0.13% | 0.17% | $25.8万 | 5,572股 | $24.9万 | 5,572股 | 00.00% | 持仓不变 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.13% | 0.16% | $24.7万 | 1.1万股 | $23.0万 | 1.1万股 | +162股+1.49% | 加仓 |
| IiShares安硕·RUSSELLIWB |
| 0.12% | 0.26% | $23.8万 | 580股 | $37.8万 | 1,060股 | -480股-45.28% | 减仓 |
| IiShares安硕信托TIP |
| 0.12% | 0.16% | $23.6万 | 2,159股 | $22.8万 | 2,068股 | +91股+4.40% | 加仓 |
 NETFLIXNFLX |
| 0.12% | 0.19% | $23.6万 | 3,304股 | $26.9万 | 2,802股 | +502股+17.92% | 加仓 |
 强生JNJ |
| 0.12% | 0.16% | $23.5万 | 924股 | $22.6万 | 924股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 0.11% | — | $20.5万 | 847股 | $0 | 0股 | +847股 | 新买入 |
| V先锋领航斯科茨代尔基金VONV |
| 0.1% | — | $20.0万 | 1,885股 | $0 | 0股 | +1,885股 | 新买入 |
