 礼来LLY |
| 12.59% | 12.58% | $1,567.8万 | 1.7万股 | $2,011.0万 | 1.9万股 | -1,667股-8.91% | 减仓 |
| SSPDR标普500 ETFSPY |
| 7.03% | 6.65% | $875.5万 | 1.3万股 | $1,062.8万 | 1.6万股 | -2,123股-13.62% | 减仓 |
| IiShares安硕信托IUSV |
| 6.06% | 4.76% | $754.2万 | 7.4万股 | $760.1万 | 7.4万股 | -366股-0.49% | 减仓 |
| S嘉信策略信托SCHC |
| 5.26% | 4.14% | $655.6万 | 13.4万股 | $662.0万 | 14.6万股 | -1.2万股-8.49% | 减仓 |
| SSPDR道富系列信托SPYG |
| 4.83% | 4.16% | $601.6万 | 6.1万股 | $665.3万 | 6.2万股 | -911股-1.46% | 减仓 |
| S道富MDYV |
| 3.23% | 2.48% | $402.3万 | 4.7万股 | $396.4万 | 4.7万股 | +416股+0.89% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 2.55% | 1.83% | $317.3万 | 3.4万股 | $291.8万 | 3.2万股 | +1,470股+4.58% | 加仓 |
 微软MSFT |
| 2.34% | 2.9% | $291.8万 | 7,884股 | $462.8万 | 9,570股 | -1,686股-17.62% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.2% | 1.96% | $273.6万 | 2.8万股 | $313.6万 | 3.3万股 | -4,485股-13.73% | 减仓 |
 亚马逊AMZN |
| 2.12% | 2.22% | $263.5万 | 1.3万股 | $354.1万 | 1.5万股 | -2,690股-17.54% | 减仓 |
 苹果AAPL |
| 2.05% | 2.12% | $255.3万 | 1.0万股 | $338.7万 | 1.2万股 | -2,398股-19.25% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.96% | 2.56% | $244.6万 | 8,528股 | $408.5万 | 1.3万股 | -4,490股-34.49% | 减仓 |
| WWisdomTree信托DEM |
| 1.46% | 1.12% | $182.2万 | 3.7万股 | $178.4万 | 3.8万股 | -1,526股-4.00% | 减仓 |
| V先锋领航指数基金VB |
| 1.41% | 1.06% | $175.7万 | 6,710股 | $169.7万 | 6,577股 | +133股+2.02% | 加仓 |
 英伟达NVDA |
| 1.31% | 1.93% | $163.2万 | 9,357股 | $307.9万 | 1.7万股 | -7,151股-43.32% | 减仓 |
 谷歌AGOOGL |
| 1.21% | 1.54% | $150.9万 | 5,246股 | $246.0万 | 7,861股 | -2,615股-33.27% | 减仓 |
 摩根大通JPM |
| 1.18% | 1.13% | $146.5万 | 4,979股 | $180.2万 | 5,593股 | -614股-10.98% | 减仓 |
 默沙东MRK |
| 1.12% | 1.07% | $139.1万 | 1.2万股 | $170.7万 | 1.6万股 | -4,646股-28.66% | 减仓 |
| NNOVNOV |
| 1.1% | 0.98% | $137.4万 | 7.3万股 | $157.2万 | 10.1万股 | -2.8万股-27.36% | 减仓 |
 洛克希德马丁LMT |
| 0.86% | 0.69% | $106.6万 | 1,763股 | $109.6万 | 2,266股 | -503股-22.20% | 减仓 |
 百事可乐PEP |
| 0.82% | 0.9% | $102.2万 | 6,579股 | $143.3万 | 9,987股 | -3,408股-34.12% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.79% | 0.6% | $98.7万 | 7,707股 | $95.2万 | 6,955股 | +752股+10.81% | 加仓 |
 贝克休斯BKR |
| 0.79% | 0.6% | $98.5万 | 1.6万股 | $96.3万 | 2.1万股 | -5,025股-23.75% | 减仓 |
 斯伦贝谢SLB |
| 0.77% | 0.56% | $95.7万 | 1.9万股 | $89.3万 | 2.3万股 | -4,653股-19.99% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.77% | 0.63% | $95.3万 | 1.8万股 | $101.1万 | 1.9万股 | -1,171股-6.23% | 减仓 |
 辉瑞PFE |
| 0.76% | 0.61% | $94.5万 | 3.4万股 | $96.8万 | 3.9万股 | -5,224股-13.43% | 减仓 |
| BBANK OF AMERBAC |
| 0.73% | 0.69% | $91.1万 | 1.9万股 | $110.6万 | 2.0万股 | -1,419股-7.06% | 减仓 |
 嘉信理财SCHW |
| 0.69% | 0.61% | $86.1万 | 9,166股 | $97.6万 | 9,769股 | -603股-6.17% | 减仓 |
 雷神技术RTX |
| 0.69% | 0.51% | $85.6万 | 4,438股 | $81.4万 | 4,438股 | 00.00% | 持仓不变 |
 AMERICAN WTR WKS NEWAWK |
| 0.69% | 0.45% | $85.6万 | 6,289股 | $72.6万 | 5,565股 | +724股+13.01% | 加仓 |
| IiShares安硕信托IXUS |
| 0.66% | 1.86% | $81.6万 | 9,417股 | $296.7万 | 3.5万股 | -2.6万股-73.14% | 减仓 |
 埃克森美孚XOM |
| 0.62% | 0.49% | $77.8万 | 4,586股 | $77.7万 | 6,460股 | -1,874股-29.01% | 减仓 |
 联合包裹UPSUPS |
| 0.62% | 0.74% | $77.8万 | 7,906股 | $118.9万 | 1.2万股 | -4,082股-34.05% | 减仓 |
 雅培ABT |
| 0.62% | 0.24% | $77.0万 | 7,502股 | $37.9万 | 3,022股 | +4,480股+148.25% | 加仓 |
 赛富时CRM |
| 0.62% | 0.54% | $76.9万 | 4,122股 | $85.5万 | 3,229股 | +893股+27.66% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.61% | 0.46% | $76.2万 | 4,414股 | $73.6万 | 4,194股 | +220股+5.25% | 加仓 |
 VisaV |
| 0.6% | 0.77% | $75.1万 | 2,485股 | $122.6万 | 3,496股 | -1,011股-28.92% | 减仓 |
 ServiceNowNOW |
| 0.6% | — | $75.0万 | 7,171股 | $0 | 0股 | +7,171股 | 新买入 |
| V先锋领航国际股票指数基金VGK |
| 0.6% | 0.49% | $74.4万 | 9,028股 | $77.9万 | 9,323股 | -295股-3.16% | 减仓 |
| IiShares安硕信托STIP |
| 0.6% | 0.5% | $74.2万 | 7,172股 | $79.6万 | 7,774股 | -602股-7.74% | 减仓 |
 波音BA |
| 0.57% | 0.53% | $70.9万 | 3,561股 | $84.0万 | 3,868股 | -307股-7.94% | 减仓 |
 Truist金融TFC |
| 0.56% | 0.62% | $70.1万 | 1.5万股 | $99.0万 | 2.0万股 | -4,854股-24.14% | 减仓 |
 家得宝HD |
| 0.56% | 0.47% | $69.4万 | 2,109股 | $74.9万 | 2,178股 | -69股-3.17% | 减仓 |
| IiShares安硕信托PFF |
| 0.56% | 0.51% | $69.3万 | 2.3万股 | $81.7万 | 2.6万股 | -3,530股-13.38% | 减仓 |
 加拿大国家铁路CNI |
| 0.55% | 0.25% | $68.7万 | 6,682股 | $39.4万 | 3,984股 | +2,698股+67.72% | 加仓 |
 TJXTJX |
| 0.55% | 0.56% | $68.7万 | 4,299股 | $89.8万 | 5,843股 | -1,544股-26.42% | 减仓 |
 雪佛龙CVX |
| 0.54% | 0.45% | $66.7万 | 3,224股 | $71.4万 | 4,683股 | -1,459股-31.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.72% | $66.5万 | 1,387股 | $115.6万 | 2,300股 | -913股-39.70% | 减仓 |
 欧特克ADSK |
| 0.53% | 0.13% | $66.3万 | 2,771股 | $20.4万 | 690股 | +2,081股+301.59% | 加仓 |
 PAYPAL COMPYPL |
| 0.51% | 0.33% | $63.3万 | 1.4万股 | $52.1万 | 8,931股 | +5,073股+56.80% | 加仓 |
