| S嘉信策略信托SCHF |
| 6.24% | 5.88% | $1,417.7万 | 51.2万股 | $1,283.6万 | 51.9万股 | -6,838股-1.32% | 减仓 |
| IiShares黄金信托IAU |
| 4.9% | 6.07% | $1,114.5万 | 14.8万股 | $1,325.4万 | 15.0万股 | -2,747股-1.83% | 减仓 |
 苹果AAPL |
| 3.92% | 3.57% | $892.2万 | 3.1万股 | $779.9万 | 3.1万股 | +103股+0.34% | 加仓 |
| S嘉信·USSCHP |
| 3.65% | 3.8% | $828.9万 | 31.3万股 | $830.2万 | 31.2万股 | +808股+0.26% | 加仓 |
 思科CSCO |
| 3.42% | 2.98% | $777.7万 | 6.6万股 | $650.0万 | 8.4万股 | -1.8万股-20.96% | 减仓 |
 CSX铁路CSX |
| 3.24% | 2.93% | $736.8万 | 15.5万股 | $639.0万 | 15.6万股 | -638股-0.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.07% | 2.73% | $696.8万 | 2.0万股 | $595.0万 | 2.1万股 | -1,020股-4.92% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.05% | 3.04% | $694.0万 | 1.4万股 | $663.7万 | 1.4万股 | +20股+0.14% | 加仓 |
 摩根大通JPM |
| 3.01% | 2.84% | $684.5万 | 2.1万股 | $620.1万 | 2.1万股 | -169股-0.80% | 减仓 |
 强生JNJ |
| 2.96% | 3.33% | $672.5万 | 2.6万股 | $726.9万 | 3.0万股 | -3,259股-10.96% | 减仓 |
 沃尔玛WMT |
| 2.93% | 3.42% | $666.7万 | 5.9万股 | $746.1万 | 6.0万股 | -1,168股-1.95% | 减仓 |
 美国合众银行USB |
| 2.79% | 2.46% | $633.7万 | 10.5万股 | $535.9万 | 10.3万股 | +1,875股+1.82% | 加仓 |
| N新纪元能源NEE |
| 2.75% | 2.99% | $624.8万 | 7.1万股 | $652.9万 | 7.0万股 | +892股+1.27% | 加仓 |
 微软MSFT |
| 2.7% | 2.72% | $614.4万 | 1.6万股 | $592.8万 | 1.6万股 | +456股+2.85% | 加仓 |
 VisaV |
| 2.64% | 2.4% | $601.0万 | 1.8万股 | $524.8万 | 1.7万股 | +155股+0.89% | 加仓 |
 礼来LLY |
| 2.44% | 1.97% | $555.8万 | 4,634股 | $429.0万 | 4,664股 | -30股-0.64% | 减仓 |
 WASTE MGMT DELWM |
| 2.21% | 2.36% | $503.5万 | 2.3万股 | $515.1万 | 2.2万股 | +173股+0.77% | 加仓 |
 可口可乐KO |
| 2.15% | 2.07% | $487.7万 | 6.0万股 | $451.6万 | 5.9万股 | +629股+1.06% | 加仓 |
 宝洁PG |
| 1.97% | 1.94% | $448.1万 | 3.1万股 | $423.6万 | 2.9万股 | +1,230股+4.19% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.85% | 1.93% | $420.8万 | 2.3万股 | $421.3万 | 2.3万股 | +52股+0.22% | 加仓 |
 亚马逊AMZN |
| 1.83% | 1.64% | $415.0万 | 1.7万股 | $358.1万 | 1.7万股 | +220股+1.28% | 加仓 |
 联合健康UNH |
| 1.81% | 1.17% | $412.1万 | 9,914股 | $254.7万 | 9,411股 | +503股+5.34% | 加仓 |
 辉瑞PFE |
| 1.69% | 1.99% | $384.6万 | 16.0万股 | $434.6万 | 15.5万股 | +4,953股+3.20% | 加仓 |
 百事可乐PEP |
| 1.68% | 1.93% | $381.4万 | 2.8万股 | $420.5万 | 2.7万股 | +1,087股+4.01% | 加仓 |
 ADOBE COMADBE |
| 1.65% | 1.42% | $375.1万 | 1.8万股 | $311.0万 | 1.3万股 | +5,501股+42.99% | 加仓 |
 麦当劳MCD |
| 1.61% | 1.81% | $366.2万 | 1.4万股 | $396.1万 | 1.3万股 | +803股+6.30% | 加仓 |
 埃森哲ACN |
| 1.61% | 1.78% | $365.4万 | 2.9万股 | $389.0万 | 2.0万股 | +9,745股+49.68% | 加仓 |
 家得宝HD |
| 1.55% | 1.46% | $351.3万 | 9,961股 | $318.8万 | 9,694股 | +267股+2.75% | 加仓 |
 雪佛龙CVX |
| 1.51% | 1.92% | $342.2万 | 2.1万股 | $418.5万 | 2.0万股 | +419股+2.07% | 加仓 |
 CVS健康CVS |
| 1.44% | 1.04% | $327.7万 | 3.2万股 | $226.2万 | 3.1万股 | +179股+0.57% | 加仓 |
 霍尼韦尔HON |
| 1.33% | 2.74% | $302.0万 | 1.3万股 | $599.0万 | 2.7万股 | -1.3万股-49.10% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.27% | — | $289.0万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 康菲石油COP |
| 1.22% | 1.54% | $278.2万 | 2.7万股 | $337.0万 | 2.6万股 | +1,234股+4.83% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.2% | 1.63% | $273.9万 | 5,377股 | $356.1万 | 5,219股 | +158股+3.03% | 加仓 |
 伊顿ETN |
| 1.18% | 1.02% | $268.1万 | 6,291股 | $223.2万 | 6,239股 | +52股+0.83% | 加仓 |
 美敦力MDT |
| 1.15% | 1.21% | $261.8万 | 3.3万股 | $264.4万 | 3.1万股 | +2,954股+9.68% | 加仓 |
 美国运通AXP |
| 1.13% | 1.12% | $256.3万 | 7,578股 | $244.6万 | 8,087股 | -509股-6.29% | 减仓 |
 甲骨文ORCL |
| 1.04% | 1.07% | $236.4万 | 1.6万股 | $234.0万 | 1.6万股 | +225股+1.41% | 加仓 |
 AMGEN COMAMGN |
| 1.01% | 1.03% | $230.1万 | 6,354股 | $225.4万 | 6,406股 | -52股-0.81% | 减仓 |
 默沙东MRK |
| 0.97% | 0.94% | $220.6万 | 1.7万股 | $204.4万 | 1.7万股 | +175股+1.03% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.91% | 0.82% | $207.4万 | 6.1万股 | $178.2万 | 6.1万股 | +125股+0.20% | 加仓 |
 洛克希德马丁LMT |
| 0.88% | 1.07% | $200.7万 | 3,939股 | $233.9万 | 3,870股 | +69股+1.78% | 加仓 |
 空气化工APD |
| 0.78% | 0.79% | $177.3万 | 6,048股 | $172.8万 | 5,950股 | +98股+1.65% | 加仓 |
| S嘉信策略信托SCHD |
| 0.74% | 0.74% | $167.1万 | 5.3万股 | $161.2万 | 5.3万股 | +155股+0.29% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.48% | 0.49% | $109.9万 | 2.1万股 | $106.5万 | 2.0万股 | +500股+2.45% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.43% | $107.2万 | 1,435股 | $93.3万 | 1,435股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.46% | 0.46% | $105.2万 | 1,659股 | $100.1万 | 1,777股 | -118股-6.64% | 减仓 |
 诺和诺德NVO |
| 0.46% | 0.36% | $103.6万 | 2.2万股 | $79.4万 | 2.2万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.44% | 0.51% | $101.0万 | 1,080股 | $111.2万 | 1,116股 | -36股-3.23% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.41% | 0.44% | $92.1万 | 4.0万股 | $95.9万 | 4.1万股 | -1,459股-3.53% | 减仓 |
