 微软MSFT |
| 5.15% | 5.39% | $2,777.2万 | 11.9万股 | $3,620.2万 | 14.1万股 | -2.2万股-15.40% | 减仓 |
 谷歌AGOOGL |
| 3.22% | 3.22% | $1,736.2万 | 18.2万股 | $2,162.7万 | 9,924股 | +17.2万股+1,729.05% | 加仓 |
 默沙东MRK |
| 3.07% | 3.03% | $1,653.3万 | 19.2万股 | $2,035.4万 | 22.3万股 | -3.1万股-14.01% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.01% | 2.5% | $1,621.7万 | 6.1万股 | $1,679.0万 | 6.1万股 | -761股-1.24% | 减仓 |
 DANAHER DEL COMDHR |
| 2.83% | 2.26% | $1,523.9万 | 5.9万股 | $1,518.1万 | 6.0万股 | -879股-1.47% | 减仓 |
| IiShares安硕信托IWY |
| 2.75% | 2.46% | $1,482.8万 | 12.4万股 | $1,649.3万 | 13.2万股 | -7,594股-5.77% | 减仓 |
 甲骨文ORCL |
| 2.4% | 2.27% | $1,292.9万 | 21.2万股 | $1,527.8万 | 21.9万股 | -6,968股-3.19% | 减仓 |
 摩根大通JPM |
| 2.36% | 2.3% | $1,272.4万 | 12.2万股 | $1,545.8万 | 13.7万股 | -1.6万股-11.30% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 2.23% | 2.32% | $1,199.8万 | 21.9万股 | $1,558.3万 | 25.1万股 | -3.2万股-12.81% | 减仓 |
 思科CSCO |
| 2.16% | 2.2% | $1,165.8万 | 29.1万股 | $1,478.7万 | 34.7万股 | -5.5万股-15.96% | 减仓 |
 Genuine Parts Co ComGPC |
| 2.11% | 1.65% | $1,138.5万 | 7.6万股 | $1,104.9万 | 8.3万股 | -6,833股-8.22% | 减仓 |
 雷神技术RTX |
| 2.07% | 2.13% | $1,114.4万 | 13.6万股 | $1,432.4万 | 14.9万股 | -1.3万股-8.66% | 减仓 |
 联合健康UNH |
| 2.06% | 1.75% | $1,109.2万 | 2.2万股 | $1,178.1万 | 2.3万股 | -973股-4.24% | 减仓 |
 家得宝HD |
| 1.95% | 1.77% | $1,052.8万 | 3.8万股 | $1,190.3万 | 4.3万股 | -5,245股-12.09% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.88% | 1.71% | $1,015.2万 | 10.7万股 | $1,151.3万 | 11.3万股 | -6,210股-5.49% | 减仓 |
 辉瑞PFE |
| 1.66% | 1.6% | $892.0万 | 20.4万股 | $1,076.6万 | 20.5万股 | -1,500股-0.73% | 减仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 1.65% | 1.37% | $889.4万 | 8.7万股 | $921.0万 | 8.7万股 | +200股+0.23% | 加仓 |
 EVERGY COMEVRG |
| 1.63% | 1.71% | $880.9万 | 14.8万股 | $1,147.2万 | 17.6万股 | -2.8万股-15.65% | 减仓 |
 道明尼能源D |
| 1.61% | 1.71% | $867.3万 | 12.5万股 | $1,147.6万 | 14.4万股 | -1.8万股-12.73% | 减仓 |
 江森自控JCI |
| 1.5% | 1.3% | $808.8万 | 16.4万股 | $875.4万 | 18.3万股 | -1.9万股-10.12% | 减仓 |
 TJXTJX |
| 1.49% | 1.05% | $805.4万 | 13.0万股 | $707.7万 | 12.7万股 | +2,954股+2.33% | 加仓 |
 麦当劳MCD |
| 1.49% | 1.26% | $801.1万 | 3.5万股 | $848.2万 | 3.4万股 | +363股+1.06% | 加仓 |
 苹果AAPL |
| 1.41% | 1.03% | $759.6万 | 5.5万股 | $693.5万 | 5.1万股 | +4,244股+8.37% | 加仓 |
 FIRSTENERGY COMFE |
| 1.27% | 1.22% | $682.5万 | 18.4万股 | $819.6万 | 21.3万股 | -2.9万股-13.60% | 减仓 |
 雪佛龙CVX |
| 1.25% | 1.01% | $674.3万 | 4.7万股 | $675.3万 | 4.7万股 | +293股+0.63% | 加仓 |
 捷迈邦美ZBH |
| 1.24% | 1.29% | $670.2万 | 6.4万股 | $866.5万 | 8.2万股 | -1.8万股-22.27% | 减仓 |
 Citizens金融CFG |
| 1.23% | 1.2% | $660.9万 | 19.2万股 | $807.6万 | 22.6万股 | -3.4万股-15.00% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.21% | 1.02% | $649.5万 | 1.8万股 | $681.8万 | 1.8万股 | +110股+0.61% | 加仓 |
 埃克森美孚XOM |
| 1.16% | 1.14% | $627.4万 | 7.2万股 | $765.6万 | 8.9万股 | -1.8万股-19.62% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.16% | 0.98% | $627.4万 | 8.4万股 | $659.7万 | 8.7万股 | -2,050股-2.37% | 减仓 |
| V先锋领航全球基金VGT |
| 1.16% | 1.04% | $623.8万 | 2.0万股 | $699.7万 | 2.1万股 | -1,130股-5.27% | 减仓 |
| IIBMIBM |
| 1.14% | 1.1% | $612.0万 | 5.2万股 | $736.1万 | 5.2万股 | -617股-1.18% | 减仓 |
 雅培ABT |
| 1.11% | 1% | $596.2万 | 6.2万股 | $670.1万 | 6.2万股 | -63股-0.10% | 减仓 |
 富兰克林资源BEN |
| 1.07% | 1.01% | $574.7万 | 26.7万股 | $680.3万 | 29.2万股 | -2.5万股-8.50% | 减仓 |
 星座品牌STZ |
| 1.06% | 0.87% | $572.9万 | 2.5万股 | $586.7万 | 2.5万股 | -230股-0.91% | 减仓 |
 KRAFT HEINZ COMKHC |
| 1% | 1.06% | $541.6万 | 16.2万股 | $713.9万 | 18.7万股 | -2.5万股-13.24% | 减仓 |
 JacobsJ |
| 1% | — | $540.6万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.93% | 0.87% | $499.0万 | 3.6万股 | $581.8万 | 4.0万股 | -4,017股-10.09% | 减仓 |
 威瑞森VZ |
| 0.88% | 1.23% | $472.2万 | 12.4万股 | $827.0万 | 16.3万股 | -3.9万股-23.69% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.84% | 0.67% | $451.0万 | 6.3万股 | $448.2万 | 6.3万股 | -50股-0.08% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.81% | 2.4% | $435.4万 | 3.6万股 | $1,613.2万 | 13.6万股 | -10.0万股-73.63% | 减仓 |
| S嘉信策略信托SCHD |
| 0.81% | 0.73% | $435.2万 | 6.6万股 | $487.2万 | 6.8万股 | -2,499股-3.67% | 减仓 |
 贝莱德·INC COMBLK |
| 0.81% | 0.76% | $434.9万 | 7,904股 | $513.2万 | 8,427股 | -523股-6.21% | 减仓 |
 强生JNJ |
| 0.75% | 0.71% | $404.3万 | 2.5万股 | $474.6万 | 2.7万股 | -1,987股-7.43% | 减仓 |
 Meta平台META |
| 0.74% | 0.95% | $396.9万 | 2.9万股 | $639.2万 | 4.0万股 | -1.0万股-26.19% | 减仓 |
 Truist金融TFC |
| 0.68% | 0.78% | $367.6万 | 8.4万股 | $520.6万 | 11.0万股 | -2.5万股-23.09% | 减仓 |
 阿斯利康AZN |
| 0.67% | 0.66% | $361.6万 | 6.6万股 | $442.6万 | 6.7万股 | -1,050股-1.57% | 减仓 |
 派克汉尼汾PH |
| 0.64% | 0.64% | $344.9万 | 1.4万股 | $427.5万 | 1.7万股 | -3,141股-18.08% | 减仓 |
 宝洁PG |
| 0.6% | 0.73% | $322.4万 | 2.6万股 | $489.9万 | 3.4万股 | -8,533股-25.04% | 减仓 |
 惠普HPQ |
| 0.59% | 2.03% | $317.0万 | 12.7万股 | $1,364.3万 | 41.6万股 | -28.9万股-69.44% | 减仓 |
