| SSPDR标普500 ETFSPY |
| 6.32% | 6.08% | $2,545.8万 | 3.4万股 | $2,199.4万 | 3.4万股 | +271股+0.80% | 加仓 |
 苹果AAPL |
| 4.43% | 4.36% | $1,786.9万 | 6.2万股 | $1,578.9万 | 6.2万股 | -462股-0.74% | 减仓 |
 BURKE HERBERT FINL SVCSBHRB |
| 3.88% | 3.82% | $1,564.7万 | 21.8万股 | $1,380.8万 | 22.2万股 | -3,929股-1.77% | 减仓 |
 微软MSFT |
| 3.14% | 3.65% | $1,266.7万 | 3.4万股 | $1,320.1万 | 3.6万股 | -1,705股-4.78% | 减仓 |
 强生JNJ |
| 2.47% | 2.72% | $995.3万 | 3.9万股 | $985.2万 | 4.0万股 | -1,116股-2.77% | 减仓 |
| IiShares安硕信托IVV |
| 2.18% | 1.88% | $876.7万 | 1.2万股 | $680.5万 | 1.0万股 | +1,288股+12.36% | 加仓 |
 埃克森美孚XOM |
| 2.03% | 2.66% | $816.0万 | 6.0万股 | $962.9万 | 5.7万股 | +2,930股+5.16% | 加仓 |
| IiShares安硕·COREIJH |
| 2.02% | 1.94% | $813.3万 | 10.5万股 | $703.0万 | 10.4万股 | +1,371股+1.32% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 1.89% | 1.66% | $760.3万 | 3.6万股 | $600.7万 | 3.1万股 | +4,436股+14.17% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.59% | 1.54% | $641.4万 | 6.2万股 | $558.8万 | 5.8万股 | +4,212股+7.32% | 加仓 |
 谷歌AGOOGL |
| 1.58% | 1.47% | $635.7万 | 1.8万股 | $533.5万 | 1.9万股 | -766股-4.13% | 减仓 |
 礼来LLY |
| 1.56% | 1.33% | $627.4万 | 5,231股 | $480.4万 | 5,223股 | +8股+0.15% | 加仓 |
 可口可乐KO |
| 1.48% | 1.58% | $596.0万 | 7.3万股 | $572.1万 | 7.5万股 | -1,886股-2.51% | 减仓 |
| IiShares安硕·COREIJR |
| 1.44% | 1.28% | $579.2万 | 3.9万股 | $462.1万 | 3.7万股 | +1,884股+5.07% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.32% | 1.18% | $530.4万 | 4.5万股 | $425.5万 | 4.3万股 | +1,116股+2.57% | 加仓 |
 艾伯维ABBV |
| 1.25% | 1.37% | $504.8万 | 2.0万股 | $496.1万 | 2.3万股 | -2,747股-12.04% | 减仓 |
| I景顺QQQ信托VOO |
| 1.24% | — | $498.3万 | 6,767股 | $0 | 0股 | +6,767股 | 新买入 |
 卡特彼勒CAT |
| 1.16% | 0.86% | $467.2万 | 4,387股 | $311.4万 | 4,396股 | -9股-0.20% | 减仓 |
 宝洁PG |
| 1.16% | 1.29% | $467.0万 | 3.2万股 | $465.6万 | 3.2万股 | -390股-1.21% | 减仓 |
 沃尔玛WMT |
| 1.16% | 1.45% | $465.6万 | 4.1万股 | $524.4万 | 4.2万股 | -1,086股-2.57% | 减仓 |
 思科CSCO |
| 1.12% | 0.84% | $453.1万 | 3.9万股 | $304.8万 | 3.9万股 | -715股-1.82% | 减仓 |
| IiShares安硕信托DVY |
| 1.1% | 1.21% | $441.6万 | 2.8万股 | $436.1万 | 2.9万股 | -549股-1.91% | 减仓 |
 家得宝HD |
| 1.1% | 1.14% | $441.3万 | 1.3万股 | $413.2万 | 1.3万股 | -51股-0.41% | 减仓 |
 摩根大通JPM |
| 1.07% | 1.18% | $432.6万 | 1.3万股 | $425.9万 | 1.4万股 | -1,264股-8.73% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.04% | 1.08% | $420.3万 | 2.3万股 | $391.7万 | 2.4万股 | -459股-1.94% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1% | 1.02% | $403.0万 | 1.3万股 | $368.1万 | 1.3万股 | -15股-0.12% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.95% | 0.96% | $384.7万 | 2.4万股 | $346.7万 | 2.3万股 | +934股+3.99% | 加仓 |
 雪佛龙CVX |
| 0.89% | 1.26% | $358.9万 | 2.2万股 | $456.8万 | 2.2万股 | -425股-1.92% | 减仓 |
| IiShares安硕信托IXN |
| 0.87% | 0.67% | $350.3万 | 2.4万股 | $242.4万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托HDV |
| 0.86% | 0.96% | $346.9万 | 12.7万股 | $348.6万 | 2.6万股 | +10.1万股+392.66% | 加仓 |
| IiShares安硕信托AGG |
| 0.86% | 0.95% | $344.6万 | 3.5万股 | $343.1万 | 3.5万股 | +258股+0.75% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.82% | 0.71% | $331.8万 | 1.1万股 | $257.9万 | 1.0万股 | +644股+6.19% | 加仓 |
 CSX铁路CSX |
| 0.78% | 0.75% | $313.9万 | 6.6万股 | $272.8万 | 6.6万股 | -405股-0.61% | 减仓 |
| IiShares安硕信托EEM |
| 0.78% | 0.65% | $313.0万 | 4.6万股 | $236.8万 | 4.2万股 | +4,060股+9.74% | 加仓 |
 英特尔INTC |
| 0.73% | 0.28% | $292.9万 | 2.1万股 | $100.4万 | 2.3万股 | -1,763股-7.75% | 减仓 |
 GE航空GE |
| 0.68% | 0.57% | $274.0万 | 7,331股 | $208.0万 | 7,331股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.67% | 0.73% | $271.7万 | 1.1万股 | $265.4万 | 1.3万股 | -1,345股-10.55% | 减仓 |
 VanEck ETF信托SMH |
| 0.65% | 0.41% | $261.0万 | 3,979股 | $149.1万 | 3,889股 | +90股+2.31% | 加仓 |
 默沙东MRK |
| 0.65% | 0.71% | $261.0万 | 2.0万股 | $256.0万 | 2.1万股 | -969股-4.55% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.64% | 0.65% | $258.5万 | 3.1万股 | $234.6万 | 3.1万股 | -375股-1.20% | 减仓 |
 美国运通AXP |
| 0.63% | 0.62% | $254.4万 | 7,522股 | $225.9万 | 7,467股 | +55股+0.74% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.63% | 0.57% | $253.7万 | 7,179股 | $206.0万 | 7,181股 | -2股-0.03% | 减仓 |
 高盛GS |
| 0.63% | 0.59% | $252.1万 | 2,493股 | $211.8万 | 2,503股 | -10股-0.40% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.61% | 0.6% | $244.6万 | 2.2万股 | $215.8万 | 2.2万股 | -24股-0.11% | 减仓 |
 百事可乐PEP |
| 0.59% | 0.77% | $237.4万 | 1.8万股 | $279.6万 | 1.8万股 | -472股-2.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.64% | $228.4万 | 4,564股 | $233.3万 | 4,869股 | -305股-6.26% | 减仓 |
| BBANK OF AMERBAC |
| 0.56% | 0.53% | $225.5万 | 4.0万股 | $192.9万 | 4.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托PFF |
| 0.56% | 0.61% | $224.1万 | 7.4万股 | $221.4万 | 7.3万股 | +501股+0.69% | 加仓 |
 英伟达NVDA |
| 0.55% | 0.6% | $222.2万 | 1.1万股 | $217.4万 | 1.2万股 | -1,362股-10.92% | 减仓 |
 GE VernovaGEV |
| 0.52% | 0.43% | $209.5万 | 1,783股 | $155.6万 | 1,783股 | 00.00% | 持仓不变 |
