 联合健康UNH |
| 12.37% | 9.43% | $1,612.6万 | 3.9万股 | $1,084.6万 | 4.0万股 | -1,282股-3.20% | 减仓 |
| IiShares安硕信托IVV |
| 5.11% | 5.06% | $666.7万 | 8,902股 | $581.5万 | 8,902股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 4.78% | 4.41% | $622.4万 | 2.2万股 | $507.4万 | 2.0万股 | +1,517股+7.59% | 加仓 |
| G通用动力VTI |
| 4.63% | 4.31% | $604.1万 | 1.6万股 | $496.2万 | 1.5万股 | +860股+5.56% | 加仓 |
 美国合众银行USB |
| 3.77% | 3.62% | $491.8万 | 8.1万股 | $416.3万 | 8.0万股 | +1,387股+1.73% | 加仓 |
 埃克森美孚XOM |
| 3.22% | 4.58% | $419.8万 | 3.1万股 | $527.3万 | 3.1万股 | -375股-1.21% | 减仓 |
| V先锋领航·FTSEVEA |
| 2.62% | 2.7% | $341.7万 | 4.8万股 | $311.0万 | 4.9万股 | -576股-1.19% | 减仓 |
 沃尔玛WMT |
| 2.3% | 2.87% | $300.4万 | 2.7万股 | $329.6万 | 2.7万股 | 00.00% | 持仓不变 |
| VVICORVICR |
| 1.78% | 0.85% | $231.7万 | 6,100股 | $98.2万 | 6,100股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.6% | 1.84% | $208.4万 | 5,587股 | $211.4万 | 5,712股 | -125股-2.19% | 减仓 |
 强生JNJ |
| 1.56% | 1.7% | $203.7万 | 8,021股 | $196.1万 | 8,021股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 1.5% | 1.07% | $196.2万 | 1,842股 | $123.4万 | 1,742股 | +100股+5.74% | 加仓 |
 3M COMMMM |
| 1.49% | 1.48% | $194.8万 | 1.2万股 | $169.9万 | 1.2万股 | +328股+2.80% | 加仓 |
| I景顺QQQ信托VOO |
| 1.4% | 1.24% | $182.0万 | 2,472股 | $142.7万 | 2,472股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 1.3% | 1.38% | $169.8万 | 1.8万股 | $159.2万 | 1.8万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 1.27% | 1.23% | $165.4万 | 1.3万股 | $142.0万 | 3,330股 | +9,990股+300.00% | 加仓 |
| IiShares安硕信托EEM |
| 1.09% | 1.02% | $141.5万 | 2.1万股 | $117.5万 | 2.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.07% | 0.96% | $139.1万 | 3,531股 | $110.8万 | 3,531股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 1.07% | 1.12% | $139.0万 | 1.1万股 | $129.0万 | 1.1万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.96% | 0.76% | $125.2万 | 6,574股 | $87.6万 | 6,588股 | -14股-0.21% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.95% | 0.98% | $124.3万 | 5,254股 | $113.0万 | 5,254股 | 00.00% | 持仓不变 |
 XCEL ENERGY COMXEL |
| 0.89% | 0.98% | $115.9万 | 1.4万股 | $113.0万 | 1.4万股 | +200股+1.41% | 加仓 |
| IiShares安硕·COREIJH |
| 0.83% | 0.78% | $107.6万 | 1.4万股 | $90.0万 | 1.3万股 | +626股+4.70% | 加仓 |
| V先锋领航全球基金VGT |
| 0.81% | 0.67% | $105.7万 | 8,840股 | $77.1万 | 1,105股 | +7,735股+700.00% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.8% | 0.82% | $104.1万 | 1.2万股 | $93.9万 | 1.2万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.77% | 0.89% | $99.7万 | 1.1万股 | $102.0万 | 1.1万股 | +377股+3.43% | 加仓 |
 摩根大通JPM |
| 0.74% | 0.77% | $95.9万 | 2,930股 | $89.1万 | 3,030股 | -100股-3.30% | 减仓 |
 艾伯维ABBV |
| 0.72% | 0.7% | $94.3万 | 3,747股 | $80.4万 | 3,697股 | +50股+1.35% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.71% | 0.73% | $92.3万 | 1.5万股 | $83.8万 | 1.5万股 | -37股-0.24% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.7% | 0.75% | $90.8万 | 1.1万股 | $86.7万 | 1.1万股 | +100股+0.92% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.69% | 0.69% | $90.1万 | 6,156股 | $78.9万 | 6,156股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.62% | $85.0万 | 1,138股 | $71.0万 | 1,091股 | +47股+4.31% | 加仓 |
 可口可乐KO |
| 0.61% | 0.65% | $79.6万 | 9,796股 | $74.5万 | 9,796股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 0.59% | 0.63% | $76.9万 | 4,863股 | $72.0万 | 4,863股 | 00.00% | 持仓不变 |
| IiShares安硕信托EFG |
| 0.57% | 0.58% | $74.6万 | 5,997股 | $66.8万 | 5,997股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.56% | 0.6% | $73.0万 | 4,604股 | $69.5万 | 4,742股 | -138股-2.91% | 减仓 |
| IiShares安硕·COREIJR |
| 0.55% | 0.52% | $71.7万 | 4,832股 | $60.1万 | 4,832股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.5% | $71.3万 | 2,018股 | $57.9万 | 2,018股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.55% | 0.47% | $71.2万 | 6,058股 | $53.8万 | 6,935股 | -877股-12.65% | 减仓 |
| S道富·EET SPDR S&P GLOBAL NATURAL RESOURCES ETFGNR |
| 0.54% | 0.68% | $70.8万 | 1.1万股 | $78.6万 | 1.1万股 | 00.00% | 持仓不变 |
| MMairs and Power Minnesota Municipal Bond ETFMINN |
| 0.51% | 0.68% | $66.6万 | 3.0万股 | $78.1万 | 3.5万股 | -5,580股-15.81% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.5% | 0.54% | $65.3万 | 1,304股 | $62.5万 | 1,304股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.49% | 0.51% | $64.2万 | 2,868股 | $58.3万 | 2,868股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.48% | 0.21% | $63.0万 | 917股 | $24.4万 | 409股 | +508股+124.21% | 加仓 |
| PPIPER SANDLER COMPANIESPIPR |
| 0.46% | 0.55% | $60.2万 | 8,324股 | $63.7万 | 8,324股 | 00.00% | 持仓不变 |
 鲍尔公司BALL |
| 0.43% | 0.46% | $56.4万 | 9,040股 | $53.4万 | 9,040股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.4% | 0.49% | $51.5万 | 551股 | $56.9万 | 571股 | -20股-3.50% | 减仓 |
 OTTER TAILOTTR |
| 0.37% | 0.4% | $48.6万 | 5,401股 | $45.6万 | 5,201股 | +200股+3.85% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.37% | 0.43% | $48.2万 | 1.3万股 | $49.6万 | 1.3万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.37% | 0.53% | $47.9万 | 3,538股 | $61.2万 | 3,938股 | -400股-10.16% | 减仓 |
