 联合健康UNH |
| 9.8% | — | $228.4万 | 4,479股 | $0 | 0股 | +4,479股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 8.27% | — | $192.8万 | 4,266股 | $0 | 0股 | +4,266股 | 新买入 |
 洛克希德马丁LMT |
| 7.75% | 1.86% | $180.7万 | 4,098股 | $210.2万 | 6,092股 | -1,994股-32.73% | 减仓 |
| V先锋领航指数基金VOO |
| 5.59% | 3.18% | $130.3万 | 3,590股 | $360.3万 | 1.0万股 | -6,478股-64.34% | 减仓 |
 亚马逊AMZN |
| 5.33% | 0.37% | $124.2万 | 381股 | $41.7万 | 127股 | +254股+200.00% | 加仓 |
 微软MSFT |
| 4.2% | 3.8% | $97.9万 | 3,179股 | $431.0万 | 1.5万股 | -1.2万股-79.21% | 减仓 |
 AMGEN COMAMGN |
| 4.06% | 3.43% | $94.6万 | 3,909股 | $389.1万 | 1.8万股 | -1.4万股-78.64% | 减仓 |
 L3哈里斯LHX |
| 4.05% | 3.72% | $94.5万 | 3,809股 | $421.1万 | 1.9万股 | -1.5万股-80.08% | 减仓 |
 ADPADP |
| 3.95% | — | $92.0万 | 4,036股 | $0 | 0股 | +4,036股 | 新买入 |
 LOWES COS COMLOW |
| 3.65% | 3.89% | $85.1万 | 4,213股 | $441.3万 | 2.2万股 | -1.8万股-80.64% | 减仓 |
 德州仪器TXN |
| 3.32% | 1.91% | $77.3万 | 4,225股 | $216.0万 | 1.1万股 | -7,013股-62.40% | 减仓 |
 强生JNJ |
| 3.19% | 3.89% | $74.3万 | 4,196股 | $440.8万 | 2.7万股 | -2.3万股-84.63% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 3.07% | 1.8% | $71.4万 | 2,059股 | $203.9万 | 6,029股 | -3,970股-65.85% | 减仓 |
 艾伯维ABBV |
| 2.96% | 3.75% | $68.9万 | 4,255股 | $424.4万 | 3.9万股 | -3.5万股-89.19% | 减仓 |
| N纳斯达克NDAQ |
| 2.72% | 2.02% | $63.4万 | 3,564股 | $228.8万 | 1.2万股 | -8,292股-69.94% | 减仓 |
 苹果AAPL |
| 2.71% | 5.19% | $63.2万 | 3,613股 | $587.6万 | 4.2万股 | -3.8万股-91.30% | 减仓 |
| Q高通QCOM |
| 2.59% | 2.9% | $60.5万 | 3,951股 | $329.0万 | 2.6万股 | -2.2万股-84.51% | 减仓 |
 杜克能源DUK |
| 1.71% | 0.19% | $39.9万 | 3,566股 | $21.1万 | 2,167股 | +1,399股+64.56% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.68% | 0.65% | $39.2万 | 801股 | $73.7万 | 1,534股 | -733股-47.78% | 减仓 |
| WWEC ENERGY COMIDU |
| 1.64% | — | $38.3万 | 3,831股 | $0 | 0股 | +3,831股 | 新买入 |
 默沙东MRK |
| 1.31% | — | $30.4万 | 3,713股 | $0 | 0股 | +3,713股 | 新买入 |
 NETFLIXNFLX |
| 1.29% | 0.78% | $30.2万 | 804股 | $87.9万 | 1,441股 | -637股-44.21% | 减仓 |
 百时美施贵宝BMY |
| 1.21% | 3.45% | $28.1万 | 3,852股 | $391.3万 | 6.6万股 | -6.2万股-94.18% | 减仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.12% | — | $26.1万 | 4,923股 | $0 | 0股 | +4,923股 | 新买入 |
 南方铜业SCCO |
| 0.98% | — | $22.8万 | 3,003股 | $0 | 0股 | +3,003股 | 新买入 |
| IiShares安硕PICK |
| 0.91% | 1.87% | $21.3万 | 4,167股 | $212.1万 | 5.2万股 | -4.8万股-91.99% | 减仓 |
 FIRST AMERN FINLFAF |
| 0.88% | — | $20.5万 | 3,153股 | $0 | 0股 | +3,153股 | 新买入 |
 威瑞森VZ |
| 0.8% | — | $18.5万 | 3,636股 | $0 | 0股 | +3,636股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.73% | 1.98% | $17.0万 | 2,146股 | $224.5万 | 3.0万股 | -2.8万股-92.90% | 减仓 |
| IiShares安硕信托IMCG |
| 0.72% | — | $16.9万 | 2,634股 | $0 | 0股 | +2,634股 | 新买入 |
 UGI NEWUGI |
| 0.66% | 4.11% | $15.4万 | 4,278股 | $465.6万 | 10.9万股 | -10.5万股-96.08% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.65% | 0.61% | $15.1万 | 735股 | $68.9万 | 3,154股 | -2,419股-76.70% | 减仓 |
 迪士尼DIS |
| 0.56% | 0.77% | $13.1万 | 957股 | $87.4万 | 5,171股 | -4,214股-81.49% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.55% | 3.74% | $12.7万 | 806股 | $424.1万 | 2.8万股 | -2.8万股-97.15% | 减仓 |
| AAT&TT |
| 0.4% | 0.2% | $9.3万 | 3,891股 | $22.7万 | 8,432股 | -4,541股-53.85% | 减仓 |
 家得宝HD |
| 0.39% | 0.29% | $9.1万 | 305股 | $32.8万 | 999股 | -694股-69.47% | 减仓 |
| IiShares安硕信托ISCG |
| 0.37% | — | $8.6万 | 1,947股 | $0 | 0股 | +1,947股 | 新买入 |
| WWESTROCK COWRK |
| 0.36% | — | $8.5万 | 1,801股 | $0 | 0股 | +1,801股 | 新买入 |
| IiShares安硕信托AGG |
| 0.36% | — | $8.4万 | 782股 | $0 | 0股 | +782股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.35% | 0.54% | $8.2万 | 654股 | $60.7万 | 4,673股 | -4,019股-86.00% | 减仓 |
| IiShares安硕信托IJJ |
| 0.33% | 0.5% | $7.7万 | 700股 | $56.1万 | 5,450股 | -4,750股-87.16% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.32% | 0.55% | $7.4万 | 723股 | $62.2万 | 6,184股 | -5,461股-88.31% | 减仓 |
| PPATTERSON COS INC |
| 0.26% | — | $6.1万 | 1,893股 | $0 | 0股 | +1,893股 | 新买入 |
 摩根大通JPM |
| 0.26% | 0.43% | $6.1万 | 445股 | $48.4万 | 2,961股 | -2,516股-84.97% | 减仓 |
| IiShares安硕信托IWD |
| 0.24% | 0.34% | $5.6万 | 338股 | $38.2万 | 2,441股 | -2,103股-86.15% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.21% | 0.6% | $4.9万 | 659股 | $68.5万 | 1.1万股 | -1.0万股-93.86% | 减仓 |
| S嘉信策略信托SCHR |
| 0.2% | 0.71% | $4.6万 | 867股 | $80.8万 | 1.4万股 | -1.3万股-93.92% | 减仓 |
| IiShares安硕信托DVY |
| 0.19% | 0.31% | $4.4万 | 343股 | $35.5万 | 3,101股 | -2,758股-88.94% | 减仓 |
 沃尔玛WMT |
| 0.18% | 0.26% | $4.2万 | 281股 | $28.9万 | 2,079股 | -1,798股-86.48% | 减仓 |
 DUFF & PHELPS UTLITY AND INFST COMDPG |
| 0.18% | 1.1% | $4.1万 | 2,723股 | $124.4万 | 9.3万股 | -9.0万股-97.06% | 减仓 |
