 史赛克SYK |
| 46.31% | 50.1% | $9.50亿 | 301.7万股 | $9.92亿 | 301.9万股 | -2,104股-0.07% | 减仓 |
| V先锋领航指数基金VOO |
| 7.35% | 6.81% | $1.51亿 | 22.0万股 | $1.35亿 | 22.6万股 | -6,059股-2.69% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 5.5% | 5.11% | $1.13亿 | 102.3万股 | $1.01亿 | 104.0万股 | -1.7万股-1.66% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.48% | 4.09% | $9,181.5万 | 12.3万股 | $8,096.0万 | 12.4万股 | -1,539股-1.24% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 3.64% | 3.33% | $7,460.6万 | 35.1万股 | $6,596.1万 | 34.4万股 | +6,952股+2.02% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 3.43% | 2.98% | $7,043.5万 | 23.4万股 | $5,899.5万 | 23.8万股 | -3,450股-1.45% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.36% | 3.01% | $6,889.3万 | 96.7万股 | $5,964.4万 | 93.1万股 | +3.6万股+3.88% | 加仓 |
| G通用动力VTI |
| 2.45% | 2.19% | $5,022.7万 | 13.6万股 | $4,337.6万 | 13.5万股 | +526股+0.39% | 加仓 |
| IiShares安硕信托EEM |
| 2.2% | 1.7% | $4,516.8万 | 66.0万股 | $3,374.1万 | 59.4万股 | +6.6万股+11.13% | 加仓 |
 苹果AAPL |
| 1.65% | 1.52% | $3,380.9万 | 11.7万股 | $3,015.7万 | 11.9万股 | -1,986股-1.67% | 减仓 |
 伍德沃德WWD |
| 1.23% | 1.07% | $2,516.8万 | 5.9万股 | $2,125.0万 | 5.9万股 | -212股-0.36% | 减仓 |
 谷歌AGOOGL |
| 1.01% | 0.94% | $2,068.3万 | 5.8万股 | $1,864.3万 | 6.5万股 | -6,958股-10.73% | 减仓 |
 微软MSFT |
| 0.86% | 0.93% | $1,755.2万 | 4.7万股 | $1,846.4万 | 5.0万股 | -2,826股-5.67% | 减仓 |
| IiShares安硕·COREIJH |
| 0.75% | 0.72% | $1,548.2万 | 20.1万股 | $1,420.5万 | 21.0万股 | -9,569股-4.55% | 减仓 |
 摩根大通JPM |
| 0.62% | 0.61% | $1,274.0万 | 3.9万股 | $1,204.6万 | 4.1万股 | -2,031股-4.96% | 减仓 |
 英伟达NVDA |
| 0.54% | 0.52% | $1,110.6万 | 5.6万股 | $1,035.9万 | 5.9万股 | -3,895股-6.56% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.54% | 0.47% | $1,103.1万 | 9.1万股 | $925.1万 | 9.2万股 | -1,503股-1.63% | 减仓 |
 VisaV |
| 0.48% | 0.47% | $991.0万 | 2.9万股 | $929.3万 | 3.1万股 | -1,861股-6.05% | 减仓 |
 好市多COST |
| 0.44% | 0.53% | $911.1万 | 9,740股 | $1,055.7万 | 1.1万股 | -855股-8.07% | 减仓 |
 德州仪器TXN |
| 0.42% | 0.3% | $862.1万 | 2.9万股 | $600.2万 | 3.1万股 | -1,992股-6.44% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.38% | 0.39% | $788.7万 | 7.6万股 | $779.6万 | 8.0万股 | -4,338股-5.40% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.33% | 0.3% | $675.2万 | 5.4万股 | $592.6万 | 1.4万股 | +4.0万股+291.24% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.3% | 0.01% | $607.1万 | 3.2万股 | $22.8万 | 1,718股 | +3.0万股+1,754.71% | 加仓 |
 麦当劳MCD |
| 0.29% | 0.37% | $599.1万 | 2.2万股 | $740.5万 | 2.4万股 | -1,662股-6.98% | 减仓 |
 TJXTJX |
| 0.28% | 0.34% | $580.8万 | 3.8万股 | $668.3万 | 4.2万股 | -3,511股-8.39% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.28% | 0.34% | $567.7万 | 4.5万股 | $664.3万 | 4.8万股 | -2,734股-5.74% | 减仓 |
 斯伦贝谢SLB |
| 0.27% | 0.32% | $544.2万 | 11.7万股 | $643.2万 | 12.5万股 | -8,092股-6.47% | 减仓 |
| IiShares安硕信托IVV |
| 0.25% | 0.23% | $518.2万 | 6,919股 | $452.3万 | 6,924股 | -5股-0.07% | 减仓 |
 万豪MAR |
| 0.24% | 0.23% | $496.1万 | 1.3万股 | $464.3万 | 1.4万股 | -809股-5.70% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.24% | 0.21% | $490.9万 | 8.2万股 | $409.4万 | 7.6万股 | +6,494股+8.57% | 加仓 |
 艺康ECL |
| 0.23% | 0.25% | $479.2万 | 1.7万股 | $492.7万 | 1.9万股 | -1,321股-7.13% | 减仓 |
| IiShares安硕·COREIJR |
| 0.21% | 0.19% | $440.7万 | 3.0万股 | $377.8万 | 3.0万股 | -679股-2.23% | 减仓 |
 甲骨文ORCL |
| 0.21% | 0.26% | $438.0万 | 3.0万股 | $511.7万 | 3.5万股 | -4,896股-14.07% | 减仓 |
 强生JNJ |
| 0.2% | 0.22% | $410.0万 | 1.6万股 | $431.8万 | 1.8万股 | -1,520股-8.61% | 减仓 |
| T赛默飞世尔TMO |
| 0.2% | 0.22% | $402.5万 | 8,028股 | $435.9万 | 8,867股 | -839股-9.46% | 减仓 |
 亚马逊AMZN |
| 0.2% | 0.19% | $400.8万 | 1.7万股 | $366.7万 | 1.8万股 | -790股-4.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.19% | 0.19% | $393.0万 | 1.1万股 | $380.6万 | 1.3万股 | -2,144股-16.16% | 减仓 |
| S道富XLI |
| 0.19% | — | $389.4万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 GE航空GE |
| 0.17% | 0.13% | $358.1万 | 9,581股 | $265.9万 | 9,369股 | +212股+2.26% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.17% | 0.17% | $357.2万 | 7,138股 | $343.8万 | 7,174股 | -36股-0.50% | 减仓 |
| IiShares安硕·RUSSELLIWB |
| 0.17% | 0.12% | $347.1万 | 8,476股 | $239.6万 | 6,719股 | +1,757股+26.15% | 加仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.17% | 0.18% | $343.1万 | 4.2万股 | $348.9万 | 4.9万股 | -7,388股-15.06% | 减仓 |
 DANAHER DEL COMDHR |
| 0.17% | 0.19% | $339.9万 | 1.8万股 | $385.9万 | 2.0万股 | -2,510股-12.33% | 减仓 |
 贝莱德·INC COMBLK |
| 0.16% | 0.19% | $332.8万 | 3,461股 | $372.2万 | 3,870股 | -409股-10.57% | 减仓 |
 雅培ABT |
| 0.15% | 0.21% | $310.5万 | 3.4万股 | $412.1万 | 4.0万股 | -5,925股-14.76% | 减仓 |
 L3哈里斯LHX |
| 0.15% | 0.19% | $299.7万 | 1.0万股 | $374.8万 | 1.1万股 | -546股-5.03% | 减仓 |
 FIRST WESTN FINL INC COMMYFW |
| 0.14% | 0.12% | $296.2万 | 9.2万股 | $241.5万 | 9.8万股 | -5,990股-6.10% | 减仓 |
 可口可乐KO |
| 0.14% | 0.14% | $280.9万 | 3.5万股 | $267.7万 | 3.5万股 | -637股-1.81% | 减仓 |
 标普全球SPGI |
| 0.14% | 0.16% | $278.7万 | 6,844股 | $324.7万 | 7,633股 | -789股-10.34% | 减仓 |
| IiShares安硕信托IVW |
| 0.13% | 0.11% | $274.5万 | 2.0万股 | $225.7万 | 2.0万股 | 00.00% | 持仓不变 |
