| AAlphabet Inc Class CGOOG |
| 5.05% | 4.49% | $760.4万 | 2.2万股 | $627.4万 | 2.2万股 | -350股-1.60% | 减仓 |
 苹果AAPL |
| 4.85% | 4.62% | $730.4万 | 2.5万股 | $646.0万 | 2.5万股 | -214股-0.84% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.69% | 4.85% | $706.4万 | 1.4万股 | $677.1万 | 1.4万股 | -14股-0.10% | 减仓 |
 微软MSFT |
| 3.42% | 3.62% | $515.3万 | 1.4万股 | $505.3万 | 1.4万股 | +164股+1.20% | 加仓 |
| S嘉信·USSCHX |
| 3.19% | 2.97% | $480.4万 | 16.3万股 | $414.7万 | 16.2万股 | +1,503股+0.93% | 加仓 |
 摩根大通JPM |
| 2.94% | 2.86% | $442.6万 | 1.4万股 | $399.6万 | 1.4万股 | -65股-0.48% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.89% | 2.73% | $435.0万 | 15.0万股 | $380.9万 | 15.2万股 | -1,566股-1.03% | 减仓 |
| S嘉信策略信托SCHF |
| 2.27% | 2.17% | $342.3万 | 12.4万股 | $302.8万 | 12.2万股 | +1,232股+1.01% | 加仓 |
 亚马逊AMZN |
| 2.12% | 2.01% | $319.5万 | 1.3万股 | $281.5万 | 1.4万股 | -110股-0.81% | 减仓 |
 PALO ALTOPANW |
| 2.08% | 1.05% | $312.4万 | 9,160股 | $146.4万 | 9,130股 | +30股+0.33% | 加仓 |
 台积电TSM |
| 1.92% | 1.48% | $288.2万 | 6,035股 | $206.7万 | 6,115股 | -80股-1.31% | 减仓 |
| T赛默飞世尔TMO |
| 1.8% | 1.9% | $271.0万 | 5,406股 | $265.7万 | 5,406股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.7% | 1.58% | $255.8万 | 4.5万股 | $220.3万 | 4.5万股 | -304股-0.67% | 减仓 |
 可口可乐KO |
| 1.64% | 1.65% | $246.7万 | 3.0万股 | $230.8万 | 3.0万股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 1.56% | 1.36% | $234.5万 | 1.7万股 | $190.6万 | 1.7万股 | -50股-0.30% | 减仓 |
| SSPDR道富系列信托TIPX |
| 1.53% | 1.64% | $229.9万 | 12.1万股 | $229.7万 | 12.0万股 | +1,750股+1.46% | 加仓 |
 百事可乐PEP |
| 1.53% | 1.89% | $229.7万 | 1.7万股 | $264.2万 | 1.7万股 | -50股-0.29% | 减仓 |
| S嘉信策略信托SCHD |
| 1.34% | 1.41% | $201.8万 | 6.4万股 | $196.4万 | 6.4万股 | -400股-0.62% | 减仓 |
 美国合众银行USB |
| 1.19% | 1.11% | $179.2万 | 3.0万股 | $155.1万 | 3.0万股 | -149股-0.50% | 减仓 |
 强生JNJ |
| 1.13% | 1.18% | $170.3万 | 6,705股 | $164.2万 | 6,718股 | -13股-0.19% | 减仓 |
| V先锋领航指数基金VOO |
| 1.04% | 0.95% | $157.1万 | 2,288股 | $132.5万 | 2,217股 | +71股+3.20% | 加仓 |
| IInnovator ETF信托BAUG |
| 1% | 1.01% | $150.2万 | 2.8万股 | $141.0万 | 2.9万股 | -860股-2.98% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.99% | 1.03% | $148.9万 | 3.2万股 | $143.7万 | 3.1万股 | +1,200股+3.92% | 加仓 |
 IQVIAIQV |
| 0.98% | 0.99% | $147.4万 | 7,630股 | $138.6万 | 8,130股 | -500股-6.15% | 减仓 |
 好市多COST |
| 0.89% | 1.02% | $133.2万 | 1,424股 | $141.9万 | 1,424股 | 00.00% | 持仓不变 |
 iShares安硕·MBSACGL |
| 0.88% | 0.96% | $132.5万 | 1.4万股 | $134.3万 | 1.4万股 | -120股-0.85% | 减仓 |
| TTOAST CL ATOST |
| 0.88% | 0.91% | $132.3万 | 4.8万股 | $127.1万 | 4.8万股 | -400股-0.83% | 减仓 |
| IIshares Gnma Bond EtfGNMA |
| 0.85% | 0.94% | $128.5万 | 2.9万股 | $131.0万 | 3.0万股 | -500股-1.69% | 减仓 |
| IiShares安硕信托IDEV |
| 0.83% | 0.84% | $124.5万 | 1.4万股 | $116.9万 | 1.4万股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.81% | 1.04% | $122.2万 | 4,204股 | $145.1万 | 4,204股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIBAB |
| 0.81% | 0.85% | $121.8万 | 4.5万股 | $119.1万 | 4.4万股 | +1,200股+2.72% | 加仓 |
| CCBRE CL ACBRE |
| 0.76% | 0.83% | $115.0万 | 8,538股 | $115.7万 | 8,538股 | 00.00% | 持仓不变 |
| WWISDOMTREE INDIAEPI |
| 0.76% | 0.79% | $113.9万 | 2.7万股 | $109.8万 | 2.7万股 | -300股-1.11% | 减仓 |
 英伟达NVDA |
| 0.74% | 0.7% | $111.6万 | 5,576股 | $97.2万 | 5,576股 | 00.00% | 持仓不变 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 0.74% | 0.67% | $111.5万 | 5.0万股 | $93.6万 | 4.4万股 | +5,607股+12.67% | 加仓 |
| I景顺QQQ信托VOO |
| 0.71% | 0.6% | $107.4万 | 1,459股 | $84.2万 | 1,459股 | 00.00% | 持仓不变 |
 VIKING ORD SHSVIK |
| 0.71% | 0.54% | $107.1万 | 1.0万股 | $75.6万 | 1.0万股 | -50股-0.49% | 减仓 |
 VisaV |
| 0.7% | 0.66% | $105.4万 | 3,071股 | $92.8万 | 3,071股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.69% | 0.74% | $103.9万 | 7,084股 | $102.8万 | 7,114股 | -30股-0.42% | 减仓 |
 LEIDOS COMLDOS |
| 0.69% | 1.12% | $103.7万 | 1.0万股 | $156.6万 | 1.0万股 | 00.00% | 持仓不变 |
 KEURIG DR PEPPER COMKDP |
| 0.68% | 0.6% | $101.8万 | 3.1万股 | $83.7万 | 3.2万股 | -699股-2.20% | 减仓 |
 麦当劳MCD |
| 0.67% | 0.83% | $101.3万 | 3,746股 | $116.4万 | 3,746股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.66% | 0.48% | $100.1万 | 503股 | $67.1万 | 508股 | -5股-0.98% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.66% | 0.71% | $100.0万 | 2.7万股 | $99.0万 | 2.7万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.66% | 0.91% | $99.6万 | 6,010股 | $127.5万 | 6,160股 | -150股-2.44% | 减仓 |
 艾伯维ABBV |
| 0.65% | 0.6% | $97.7万 | 3,882股 | $84.4万 | 3,882股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.64% | 0.62% | $95.9万 | 4,401股 | $86.4万 | 4,401股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.62% | 0.65% | $93.7万 | 3,466股 | $90.2万 | 3,466股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.61% | 0.66% | $92.4万 | 1.3万股 | $92.9万 | 1.3万股 | -100股-0.77% | 减仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 0.6% | 0.56% | $89.7万 | 1.7万股 | $78.9万 | 1.7万股 | 00.00% | 持仓不变 |
