| IiShares安硕·COREIJH |
| 7.13% | 7.53% | $2,115.3万 | 36.3万股 | $2,236.1万 | 35.9万股 | +3,654股+1.02% | 加仓 |
 苹果AAPL |
| 6.01% | 6.59% | $1,782.8万 | 8.0万股 | $1,958.5万 | 7.8万股 | +2,049股+2.62% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 5.37% | 5.19% | $1,593.2万 | 33.9万股 | $1,540.7万 | 33.5万股 | +4,189股+1.25% | 加仓 |
 微软MSFT |
| 4.68% | 5.19% | $1,386.8万 | 3.7万股 | $1,539.9万 | 3.7万股 | +409股+1.12% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.43% | 3.56% | $1,016.9万 | 47.2万股 | $1,056.1万 | 46.5万股 | +7,081股+1.52% | 加仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 3.14% | 2.86% | $932.5万 | 18.4万股 | $848.5万 | 16.9万股 | +1.5万股+8.92% | 加仓 |
 博通AVGO |
| 2.73% | 3.78% | $808.6万 | 4.8万股 | $1,123.3万 | 4.8万股 | -158股-0.33% | 减仓 |
 谷歌AGOOGL |
| 2.69% | 3.29% | $799.3万 | 5.2万股 | $975.9万 | 5.2万股 | +135股+0.26% | 加仓 |
 摩根大通JPM |
| 2.55% | 2.54% | $757.3万 | 3.1万股 | $755.4万 | 3.2万股 | -640股-2.03% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 2.41% | 2.58% | $715.3万 | 26.1万股 | $765.1万 | 25.8万股 | +3,552股+1.38% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.04% | 1.76% | $603.7万 | 1.1万股 | $521.6万 | 1.2万股 | -171股-1.49% | 减仓 |
 威廉姆斯WMB |
| 1.87% | 2.32% | $554.8万 | 9.3万股 | $689.0万 | 12.7万股 | -3.4万股-27.07% | 减仓 |
 特灵科技TT |
| 1.87% | 2.07% | $553.4万 | 1.6万股 | $615.1万 | 1.7万股 | -227股-1.36% | 减仓 |
| Q高通QCOM |
| 1.81% | 1.81% | $537.7万 | 3.5万股 | $538.0万 | 3.5万股 | -17股-0.05% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.75% | 0.55% | $517.6万 | 6.6万股 | $163.4万 | 2.1万股 | +4.5万股+213.03% | 加仓 |
| FFiservFISV |
| 1.72% | 1.91% | $509.6万 | 2.3万股 | $567.5万 | 2.8万股 | -4,551股-16.47% | 减仓 |
 TJXTJX |
| 1.66% | 1.67% | $493.0万 | 4.0万股 | $495.8万 | 4.1万股 | -559股-1.36% | 减仓 |
 沃尔玛WMT |
| 1.61% | 2.1% | $478.1万 | 5.4万股 | $623.0万 | 6.9万股 | -1.4万股-21.01% | 减仓 |
 雅培ABT |
| 1.44% | 1.23% | $427.2万 | 3.2万股 | $364.8万 | 3.2万股 | -49股-0.15% | 减仓 |
 ADPADP |
| 1.42% | 1.37% | $420.7万 | 1.4万股 | $406.8万 | 1.4万股 | -127股-0.91% | 减仓 |
 宝洁PG |
| 1.39% | 1.35% | $413.3万 | 2.4万股 | $399.7万 | 2.4万股 | +415股+1.74% | 加仓 |
 AMGEN COMAMGN |
| 1.39% | 1.16% | $411.6万 | 1.3万股 | $344.9万 | 1.3万股 | -20股-0.15% | 减仓 |
 家得宝HD |
| 1.33% | 1.42% | $395.9万 | 1.1万股 | $422.8万 | 1.1万股 | -65股-0.60% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.32% | 1.38% | $390.8万 | 6,987股 | $409.5万 | 6,987股 | 00.00% | 持仓不变 |
 Genuine Parts Co ComGPC |
| 1.21% | — | $359.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 威瑞森VZ |
| 1.2% | 1.05% | $356.8万 | 7.9万股 | $312.5万 | 7.8万股 | +517股+0.66% | 加仓 |
 VisaV |
| 1.2% | 1.09% | $355.9万 | 1.0万股 | $324.6万 | 1.0万股 | -117股-1.14% | 减仓 |
 默沙东MRK |
| 1.19% | 1.31% | $352.0万 | 3.9万股 | $390.4万 | 3.9万股 | -29股-0.07% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.13% | 1.05% | $335.2万 | 6,548股 | $310.5万 | 6,617股 | -69股-1.04% | 减仓 |
 艾伯维ABBV |
| 1.11% | 0.94% | $329.9万 | 1.6万股 | $278.2万 | 1.6万股 | +94股+0.60% | 加仓 |
 ILLINOIS TOOLITW |
| 1.11% | 1.15% | $328.4万 | 1.3万股 | $341.5万 | 1.3万股 | -227股-1.69% | 减仓 |
| N新纪元能源NEE |
| 1.1% | 1.11% | $325.1万 | 4.6万股 | $329.6万 | 4.6万股 | -126股-0.27% | 减仓 |
 埃森哲ACN |
| 1.09% | 1.24% | $323.3万 | 1.0万股 | $367.5万 | 1.0万股 | -85股-0.81% | 减仓 |
| T赛默飞世尔TMO |
| 1.06% | 1.1% | $313.2万 | 6,294股 | $325.7万 | 6,260股 | +34股+0.54% | 加仓 |
 空气化工APD |
| 1.04% | 1.02% | $307.3万 | 1.0万股 | $302.6万 | 1.0万股 | -15股-0.14% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.03% | 1.05% | $306.2万 | 8.3万股 | $311.9万 | 8.3万股 | -118股-0.14% | 减仓 |
 强生JNJ |
| 1.02% | 0.88% | $303.6万 | 1.8万股 | $261.4万 | 1.8万股 | +228股+1.26% | 加仓 |
 Citizens金融CFG |
| 1.02% | 1.09% | $302.0万 | 7.4万股 | $323.4万 | 7.4万股 | -189股-0.26% | 减仓 |
 壳牌SHEL |
| 0.94% | 0.81% | $278.4万 | 3.8万股 | $240.7万 | 3.8万股 | -429股-1.12% | 减仓 |
 CROWN CASTLE COMCCI |
| 0.93% | 0.83% | $276.4万 | 2.7万股 | $247.4万 | 2.7万股 | -744股-2.73% | 减仓 |
 达美乐披萨DPZ |
| 0.9% | — | $266.0万 | 5,789股 | $0 | 0股 | +5,789股 | 新买入 |
 斯伦贝谢SLB |
| 0.86% | — | $256.3万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.86% | 0.86% | $254.8万 | 4,958股 | $254.9万 | 4,731股 | +227股+4.80% | 加仓 |
 联合包裹UPSUPS |
| 0.83% | 0.95% | $246.9万 | 2.2万股 | $282.1万 | 2.2万股 | +72股+0.32% | 加仓 |
 EOG资源EOG |
| 0.8% | 0.76% | $238.6万 | 1.9万股 | $225.6万 | 1.8万股 | +204股+1.11% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 0.78% | 0.74% | $230.9万 | 6.7万股 | $219.1万 | 6.8万股 | -756股-1.11% | 减仓 |
 PALO ALTOPANW |
| 0.73% | 0.78% | $217.5万 | 1.3万股 | $232.2万 | 1.3万股 | -16股-0.13% | 减仓 |
| S嘉信策略信托SCHF |
| 0.68% | 0.6% | $200.5万 | 10.1万股 | $178.1万 | 9.6万股 | +5,083股+5.28% | 加仓 |
| IiShares安硕信托IVV |
| 0.66% | 0.67% | $196.4万 | 3,494股 | $198.1万 | 3,364股 | +130股+3.86% | 加仓 |
 ADOBE COMADBE |
| 0.65% | 0.73% | $192.5万 | 5,019股 | $216.2万 | 4,861股 | +158股+3.25% | 加仓 |
