 摩根大通JPM |
| 5.88% | 5.86% | $905.1万 | 2.8万股 | $907.1万 | 2.9万股 | -668股-2.32% | 减仓 |
 微软MSFT |
| 5.07% | 5.53% | $780.6万 | 1.6万股 | $855.7万 | 1.7万股 | -380股-2.30% | 减仓 |
 黑石集团BX |
| 4.33% | 4.84% | $666.2万 | 4.3万股 | $750.0万 | 4.4万股 | -675股-1.54% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4% | 4.11% | $615.5万 | 1.2万股 | $636.2万 | 1.3万股 | -410股-3.24% | 减仓 |
 博通AVGO |
| 3.34% | 3.41% | $514.8万 | 1.5万股 | $527.9万 | 1.6万股 | -1,125股-7.03% | 减仓 |
 谷歌AGOOGL |
| 2.98% | 2.36% | $458.5万 | 1.5万股 | $365.5万 | 1.5万股 | -390股-2.59% | 减仓 |
 伊顿ETN |
| 2.93% | 3.49% | $450.6万 | 1.4万股 | $540.3万 | 1.4万股 | -292股-2.02% | 减仓 |
 安桥ENB |
| 2.25% | 2.42% | $347.1万 | 7.3万股 | $374.8万 | 7.4万股 | -1,700股-2.29% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.25% | 2.19% | $346.7万 | 1.0万股 | $339.5万 | 1.0万股 | -90股-0.88% | 减仓 |
| CCIGNALIBD |
| 2.23% | 2.38% | $343.4万 | 1.2万股 | $368.3万 | 1.3万股 | -300股-2.35% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 2.17% | 1.93% | $334.4万 | 3.6万股 | $299.2万 | 3.7万股 | -1,925股-5.14% | 减仓 |
 默沙东MRK |
| 2.16% | 1.75% | $332.7万 | 3.2万股 | $270.5万 | 3.2万股 | -625股-1.94% | 减仓 |
 宝洁PG |
| 2.15% | 2.32% | $330.6万 | 2.3万股 | $358.8万 | 2.3万股 | -282股-1.21% | 减仓 |
 强生JNJ |
| 2.09% | 1.92% | $322.2万 | 1.6万股 | $297.7万 | 1.6万股 | -487股-3.03% | 减仓 |
 WP CAREYWPC |
| 2.07% | 2.25% | $319.4万 | 5.0万股 | $349.0万 | 5.2万股 | -2,025股-3.92% | 减仓 |
 苹果AAPL |
| 2.05% | 2.06% | $316.3万 | 1.2万股 | $319.1万 | 1.3万股 | -897股-7.16% | 减仓 |
 贝莱德·INC COMBLK |
| 1.98% | 2.15% | $304.8万 | 2,848股 | $332.6万 | 2,853股 | -5股-0.18% | 减仓 |
| S嘉信·USSCHA |
| 1.94% | 1.95% | $298.3万 | 10.5万股 | $301.4万 | 10.8万股 | -3,300股-3.05% | 减仓 |
 联合太平洋铁路UNP |
| 1.91% | 1.95% | $293.6万 | 1.3万股 | $302.0万 | 1.3万股 | -85股-0.67% | 减仓 |
 埃克森美孚XOM |
| 1.75% | 1.64% | $268.8万 | 2.2万股 | $253.8万 | 2.3万股 | -175股-0.78% | 减仓 |
 百事可乐PEP |
| 1.7% | 1.73% | $262.2万 | 1.8万股 | $268.2万 | 1.9万股 | -825股-4.32% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.69% | 1.67% | $260.8万 | 4.2万股 | $258.1万 | 4.3万股 | -1,315股-3.05% | 减仓 |
 迪尔DE |
| 1.67% | 1.64% | $256.9万 | 5,518股 | $254.6万 | 5,568股 | -50股-0.90% | 减仓 |
 雪佛龙CVX |
| 1.57% | 1.67% | $242.2万 | 1.6万股 | $259.1万 | 1.7万股 | -794股-4.76% | 减仓 |
 3M COMMMM |
| 1.57% | 1.56% | $241.9万 | 1.5万股 | $242.3万 | 1.6万股 | -500股-3.20% | 减仓 |
 ILLINOIS TOOLITW |
| 1.56% | 1.64% | $240.0万 | 9,743股 | $254.1万 | 9,743股 | 00.00% | 持仓不变 |
 GENERAL MILLS COMGIS |
| 1.38% | 1.53% | $213.0万 | 4.6万股 | $237.7万 | 4.7万股 | -1,325股-2.81% | 减仓 |
 迪士尼DIS |
| 1.38% | 1.43% | $212.4万 | 1.9万股 | $221.8万 | 1.9万股 | -700股-3.61% | 减仓 |
 卡特彼勒CAT |
| 1.38% | 1.16% | $212.2万 | 3,705股 | $180.4万 | 3,780股 | -75股-1.98% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.38% | 1.57% | $212.1万 | 2.5万股 | $242.7万 | 2.5万股 | -845股-3.32% | 减仓 |
 美敦力MDT |
| 1.35% | 1.4% | $208.3万 | 2.2万股 | $217.0万 | 2.3万股 | -1,100股-4.83% | 减仓 |
 辉瑞PFE |
| 1.3% | 1.33% | $199.9万 | 8.0万股 | $205.8万 | 8.1万股 | -465股-0.58% | 减仓 |
| IiShares安硕信托PFF |
| 1.22% | 1.19% | $187.9万 | 6.1万股 | $185.0万 | 5.9万股 | +2,182股+3.73% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.2% | 1.16% | $184.7万 | 5.8万股 | $180.1万 | 5.8万股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 1.14% | 1.19% | $176.1万 | 6.7万股 | $183.6万 | 7.1万股 | -4,300股-6.02% | 减仓 |
 诺华NVS |
| 1.01% | 0.94% | $156.1万 | 1.1万股 | $145.2万 | 1.1万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 1.01% | 0.82% | $154.9万 | 5,361股 | $126.4万 | 5,361股 | 00.00% | 持仓不变 |
 HERCULES CAPITALHTGC |
| 0.96% | 0.97% | $147.6万 | 7.8万股 | $150.7万 | 8.0万股 | -1,250股-1.57% | 减仓 |
 洛克希德马丁LMT |
| 0.93% | 0.96% | $143.9万 | 2,975股 | $148.5万 | 2,975股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.89% | 0.95% | $136.8万 | 1.1万股 | $147.3万 | 1.1万股 | -75股-0.68% | 减仓 |
 雷神技术RTX |
| 0.89% | 0.83% | $136.7万 | 7,455股 | $128.7万 | 7,692股 | -237股-3.08% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.88% | — | $136.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| V先锋领航斯科茨代尔基金BSV |
| 0.85% | — | $130.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 联合健康UNH |
| 0.82% | 0.86% | $125.8万 | 3,810股 | $133.3万 | 3,860股 | -50股-1.30% | 减仓 |
 霍尼韦尔HON |
| 0.82% | 0.76% | $125.8万 | 6,446股 | $117.3万 | 5,573股 | +873股+15.66% | 加仓 |
 帕兰提尔PLTR |
| 0.81% | 0.85% | $125.2万 | 7,045股 | $131.3万 | 7,195股 | -150股-2.08% | 减仓 |
| IiShares安硕信托IVV |
| 0.79% | 0.82% | $121.6万 | 1,775股 | $127.4万 | 1,904股 | -129股-6.78% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.78% | — | $120.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| UUNILEVER SPON ADR NEWUL |
| 0.76% | — | $117.4万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 江森自控JCI |
| 0.72% | 0.66% | $110.5万 | 9,225股 | $102.8万 | 9,350股 | -125股-1.34% | 减仓 |
