 苹果AAPL |
| 5.04% | 4.75% | $931.1万 | 3.2万股 | $819.8万 | 3.2万股 | -125股-0.39% | 减仓 |
 微软MSFT |
| 3.98% | 4.25% | $735.8万 | 2.0万股 | $733.5万 | 2.0万股 | -90股-0.45% | 减仓 |
 谷歌AGOOGL |
| 3.44% | 2.98% | $635.0万 | 1.8万股 | $514.0万 | 1.8万股 | -105股-0.59% | 减仓 |
 好市多COST |
| 2.87% | 3.26% | $530.8万 | 5,674股 | $562.9万 | 5,649股 | +25股+0.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.39% | 2.51% | $441.0万 | 8,813股 | $432.9万 | 9,033股 | -220股-2.44% | 减仓 |
 甲骨文ORCL |
| 2.33% | 2.51% | $430.3万 | 2.9万股 | $433.4万 | 2.9万股 | -100股-0.34% | 减仓 |
 思科CSCO |
| 2.31% | 1.67% | $427.5万 | 3.6万股 | $287.6万 | 3.7万股 | -675股-1.82% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.17% | 1.89% | $400.7万 | 1.1万股 | $325.3万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 2.07% | 1.83% | $382.2万 | 1.3万股 | $315.5万 | 1.3万股 | -2股-0.02% | 减仓 |
| IiShares安硕信托IBDT |
| 1.98% | 2.04% | $365.7万 | 14.5万股 | $351.7万 | 13.9万股 | +6,000股+4.32% | 加仓 |
 美国运通AXP |
| 1.97% | 1.88% | $363.4万 | 1.1万股 | $324.0万 | 1.1万股 | +35股+0.33% | 加仓 |
 康宁GLW |
| 1.85% | 1.06% | $341.0万 | 1.3万股 | $182.5万 | 1.3万股 | -75股-0.56% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.75% | 1.67% | $323.5万 | 1.5万股 | $288.2万 | 1.5万股 | +186股+1.24% | 加仓 |
 W.R.伯克利WRB |
| 1.72% | 1.74% | $318.5万 | 4.5万股 | $299.3万 | 4.5万股 | 00.00% | 持仓不变 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.72% | 1.79% | $316.8万 | 13.7万股 | $308.8万 | 13.3万股 | +4,050股+3.05% | 加仓 |
 GLOBUS MEDGMED |
| 1.71% | 2% | $316.0万 | 4.0万股 | $344.6万 | 4.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.66% | 1.62% | $306.7万 | 9,370股 | $279.3万 | 9,495股 | -125股-1.32% | 减仓 |
| IiShares安硕信托IBDS |
| 1.66% | 1.76% | $306.6万 | 12.7万股 | $303.8万 | 12.5万股 | +1,250股+1.00% | 加仓 |
 强生JNJ |
| 1.61% | 1.67% | $297.2万 | 1.2万股 | $288.4万 | 1.2万股 | -98股-0.83% | 减仓 |
| IiShares安硕信托IEFA |
| 1.46% | 1.47% | $268.9万 | 2.8万股 | $253.4万 | 2.8万股 | -145股-0.52% | 减仓 |
| BBANK OF AMERBAC |
| 1.35% | 1.25% | $250.0万 | 4.4万股 | $214.8万 | 4.4万股 | -200股-0.45% | 减仓 |
| F富达Covington信托FDVV |
| 1.34% | 1.28% | $247.8万 | 4.1万股 | $220.5万 | 4.0万股 | +1,185股+2.97% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.2% | 1.21% | $222.0万 | 10.2万股 | $208.2万 | 9.5万股 | +6,750股+7.10% | 加仓 |
| IiShares安硕信托IBDR |
| 1.18% | 1.27% | $218.4万 | 9.0万股 | $218.2万 | 9.0万股 | +100股+0.11% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.15% | 1.01% | $211.7万 | 5.2万股 | $173.9万 | 4.9万股 | +2,625股+5.37% | 加仓 |
 宝洁PG |
| 1.14% | 1.2% | $210.4万 | 1.4万股 | $207.2万 | 1.4万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.07% | 1.07% | $198.0万 | 5,614股 | $184.8万 | 5,619股 | -5股-0.09% | 减仓 |
 台积电TSM |
| 1.05% | 0.8% | $194.1万 | 4,065股 | $138.2万 | 4,090股 | -25股-0.61% | 减仓 |
 TJXTJX |
| 1.03% | 1.15% | $190.4万 | 1.3万股 | $199.1万 | 1.2万股 | +100股+0.80% | 加仓 |
 SYSCO COMSYY |
| 1.02% | 0.94% | $188.1万 | 2.3万股 | $161.6万 | 2.3万股 | -150股-0.66% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.02% | 1.04% | $187.5万 | 7,200股 | $179.1万 | 7,250股 | -50股-0.69% | 减仓 |
 WASTE MGMT DELWM |
| 1.01% | 1.13% | $186.2万 | 8,355股 | $194.3万 | 8,455股 | -100股-1.18% | 减仓 |
 ADPADP |
| 0.97% | 0.94% | $178.6万 | 7,975股 | $162.0万 | 7,975股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.94% | 1.85% | $174.1万 | 6,670股 | $319.3万 | 7,385股 | -715股-9.68% | 减仓 |
 雪佛龙CVX |
| 0.94% | 1.26% | $173.6万 | 1.0万股 | $216.7万 | 1.0万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.89% | 1.02% | $164.9万 | 7,480股 | $176.7万 | 7,480股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.89% | 0.89% | $163.8万 | 1.7万股 | $153.4万 | 1.7万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.85% | 0.98% | $156.7万 | 1.4万股 | $169.3万 | 1.4万股 | +210股+1.54% | 加仓 |
 雷神技术RTX |
| 0.82% | 0.9% | $152.2万 | 8,021股 | $155.7万 | 8,071股 | -50股-0.62% | 减仓 |
 默沙东MRK |
| 0.82% | 0.82% | $150.8万 | 1.2万股 | $141.8万 | 1.2万股 | -50股-0.42% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.8% | 0.83% | $147.5万 | 6,234股 | $142.7万 | 6,634股 | -400股-6.03% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 0.77% | 0.75% | $142.9万 | 6.9万股 | $129.9万 | 6.2万股 | +6,500股+10.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.71% | $140.0万 | 1,875股 | $121.9万 | 1,875股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.75% | 0.71% | $139.1万 | 1.4万股 | $121.9万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托GVI |
| 0.74% | 0.81% | $136.8万 | 1.3万股 | $139.0万 | 1.3万股 | -200股-1.53% | 减仓 |
| IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM |
| 0.74% | 0.75% | $135.8万 | 2.7万股 | $129.0万 | 2.7万股 | +5股+0.02% | 加仓 |
 艺康ECL |
| 0.73% | 0.75% | $135.4万 | 4,860股 | $129.3万 | 4,860股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.71% | 0.65% | $130.4万 | 5,181股 | $112.7万 | 5,181股 | 00.00% | 持仓不变 |
 VisaV |
| 0.7% | 0.66% | $128.5万 | 3,745股 | $113.2万 | 3,745股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBMQ |
| 0.69% | 0.7% | $126.6万 | 5.0万股 | $120.0万 | 4.7万股 | +2,500股+5.32% | 加仓 |
