 苹果AAPL |
| 6.38% | 6.23% | $1,634.8万 | 5.6万股 | $1,444.5万 | 5.7万股 | -418股-0.73% | 减仓 |
 微软MSFT |
| 5.83% | 6.39% | $1,494.7万 | 4.0万股 | $1,482.4万 | 4.0万股 | +23股+0.06% | 加仓 |
 艾伯维ABBV |
| 3.33% | 3.41% | $852.7万 | 3.4万股 | $790.6万 | 3.6万股 | -2,464股-6.78% | 减仓 |
| V先锋领航指数基金VTV |
| 2.64% | 2.46% | $677.9万 | 3.1万股 | $570.6万 | 2.9万股 | +2,028股+6.97% | 加仓 |
| V先锋领航指数基金VUG |
| 2.53% | 2.31% | $647.5万 | 7.5万股 | $536.0万 | 1.2万股 | +6.3万股+512.82% | 加仓 |
| IiShares安硕信托IXUS |
| 2.25% | 2.31% | $575.7万 | 6.0万股 | $534.8万 | 6.2万股 | -1,415股-2.29% | 减仓 |
| IiShares安硕信托IVV |
| 2.13% | 1.96% | $545.1万 | 7,278股 | $455.6万 | 6,975股 | +303股+4.34% | 加仓 |
| S嘉信·USSCHX |
| 2.09% | 2.09% | $536.6万 | 18.2万股 | $484.7万 | 18.9万股 | -6,700股-3.54% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.02% | 1.81% | $517.9万 | 1.5万股 | $418.7万 | 1.5万股 | +62股+0.42% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.85% | 1.86% | $475.1万 | 4.3万股 | $432.1万 | 4.4万股 | -1,379股-3.10% | 减仓 |
 强生JNJ |
| 1.84% | 2.01% | $472.7万 | 1.9万股 | $465.4万 | 1.9万股 | -430股-2.26% | 减仓 |
 摩根大通JPM |
| 1.8% | 1.68% | $461.6万 | 1.4万股 | $390.0万 | 1.3万股 | +843股+6.36% | 加仓 |
 雅培ABT |
| 1.65% | 2.11% | $422.9万 | 4.7万股 | $488.8万 | 4.8万股 | -1,005股-2.11% | 减仓 |
 好市多COST |
| 1.6% | 1.97% | $408.9万 | 4,371股 | $455.9万 | 4,575股 | -204股-4.46% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.58% | 1.49% | $404.7万 | 1.3万股 | $346.3万 | 1.4万股 | -495股-3.54% | 减仓 |
| IiShares安硕信托AGG |
| 1.51% | 1.68% | $386.0万 | 3.9万股 | $389.3万 | 3.9万股 | -223股-0.57% | 减仓 |
| GGLACIER BANCORP NEWGBCI |
| 1.45% | 1.39% | $372.6万 | 7.2万股 | $322.4万 | 7.2万股 | +65股+0.09% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.45% | 1.4% | $371.1万 | 4,969股 | $324.8万 | 4,995股 | -26股-0.52% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.43% | 1.6% | $367.1万 | 2.3万股 | $372.1万 | 2.5万股 | -1,894股-7.54% | 减仓 |
 埃克森美孚XOM |
| 1.29% | 1.87% | $331.0万 | 2.4万股 | $434.2万 | 2.6万股 | -1,383股-5.40% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.07% | 1.06% | $274.5万 | 3.9万股 | $245.6万 | 3.8万股 | +201股+0.52% | 加仓 |
 亚马逊AMZN |
| 1.05% | 0.96% | $267.9万 | 1.1万股 | $223.8万 | 1.1万股 | +496股+4.62% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.03% | 1% | $262.9万 | 3,738股 | $232.4万 | 3,768股 | -30股-0.80% | 减仓 |
 博通AVGO |
| 1.02% | 0.54% | $260.9万 | 6,907股 | $125.2万 | 4,045股 | +2,862股+70.75% | 加仓 |
 雷神技术RTX |
| 1.02% | 1.14% | $260.4万 | 1.4万股 | $264.3万 | 1.4万股 | +27股+0.20% | 加仓 |
| G通用动力VTI |
| 0.98% | 0.8% | $250.4万 | 6,767股 | $185.0万 | 5,767股 | +1,000股+17.34% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 0.99% | $234.0万 | 4,676股 | $229.8万 | 4,795股 | -119股-2.48% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.87% | 0.9% | $222.7万 | 2.1万股 | $208.4万 | 2.1万股 | -15股-0.07% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.86% | 0.88% | $219.6万 | 3.7万股 | $203.1万 | 3.8万股 | -795股-2.12% | 减仓 |
| V先锋领航指数基金VV |
| 0.84% | 0.81% | $215.2万 | 6,256股 | $187.0万 | 6,256股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.84% | 0.62% | $215.0万 | 1.8万股 | $143.7万 | 1.9万股 | -210股-1.13% | 减仓 |
 CHUBB LIMITEDCB |
| 0.83% | 0.89% | $213.1万 | 6,253股 | $206.6万 | 6,340股 | -87股-1.37% | 减仓 |
 宝洁PG |
| 0.81% | 0.97% | $207.0万 | 1.4万股 | $225.6万 | 1.6万股 | -1,500股-9.60% | 减仓 |
 ADPADP |
| 0.79% | 0.79% | $201.3万 | 8,990股 | $183.6万 | 9,035股 | -45股-0.50% | 减仓 |
| F第一信托交易所交易基金FTHI |
| 0.77% | 0.84% | $197.2万 | 8.3万股 | $195.8万 | 8.5万股 | -2,650股-3.11% | 减仓 |
 谷歌AGOOGL |
| 0.74% | 0.63% | $190.9万 | 5,341股 | $145.2万 | 5,049股 | +292股+5.78% | 加仓 |
| N新纪元能源NEE |
| 0.73% | 0.85% | $187.7万 | 2.1万股 | $198.2万 | 2.1万股 | +47股+0.22% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.71% | 0.6% | $182.7万 | 1.5万股 | $138.8万 | 3,254股 | +1.1万股+352.27% | 加仓 |
 英特尔INTC |
| 0.71% | 0.26% | $182.4万 | 1.3万股 | $59.4万 | 1.3万股 | -400股-2.97% | 减仓 |
 康明斯CMI |
| 0.69% | 0.58% | $177.9万 | 2,495股 | $134.0万 | 2,491股 | +4股+0.16% | 加仓 |
 百事可乐PEP |
| 0.66% | 0.83% | $168.7万 | 1.2万股 | $193.2万 | 1.2万股 | +20股+0.16% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.6% | 0.48% | $154.8万 | 3,928股 | $111.2万 | 3,545股 | +383股+10.80% | 加仓 |
 雪佛龙CVX |
| 0.59% | 0.8% | $151.0万 | 9,110股 | $186.6万 | 9,019股 | +91股+1.01% | 加仓 |
| S道富SPIB |
| 0.56% | 0.62% | $143.1万 | 4.3万股 | $144.5万 | 4.3万股 | -307股-0.71% | 减仓 |
 迪士尼DIS |
| 0.54% | 0.62% | $138.5万 | 1.4万股 | $143.6万 | 1.5万股 | -511股-3.43% | 减仓 |
| SSTATE STREET SPDR DOW JONES REIT ETFRWR |
| 0.53% | 0.52% | $135.6万 | 1.2万股 | $121.2万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.5% | 0.54% | $129.4万 | 8,281股 | $125.4万 | 8,281股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.5% | 0.49% | $128.4万 | 4.6万股 | $114.8万 | 4.6万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VONV |
| 0.49% | 0.48% | $126.4万 | 1.2万股 | $111.1万 | 1.2万股 | +39股+0.33% | 加仓 |
 可口可乐KO |
| 0.49% | 0.6% | $125.9万 | 1.5万股 | $140.0万 | 1.8万股 | -2,916股-15.85% | 减仓 |
