 摩根大通JPM |
| 4.15% | 3.96% | $925.2万 | 2.8万股 | $790.2万 | 2.7万股 | +1,400股+5.21% | 加仓 |
 强生JNJ |
| 3.92% | 3.9% | $874.1万 | 3.4万股 | $778.0万 | 3.2万股 | +2,591股+8.14% | 加仓 |
| V先锋领航指数基金VOO |
| 3.86% | 3.64% | $860.8万 | 1.3万股 | $725.0万 | 1.2万股 | +400股+3.30% | 加仓 |
 可口可乐KO |
| 3.44% | 3.43% | $766.0万 | 9.4万股 | $685.0万 | 9.0万股 | +4,178股+4.64% | 加仓 |
 微软MSFT |
| 3.44% | 3.41% | $765.8万 | 2.1万股 | $680.5万 | 1.8万股 | +2,145股+11.67% | 加仓 |
 谷歌AGOOGL |
| 3.43% | 2.75% | $763.9万 | 2.1万股 | $547.8万 | 1.9万股 | +2,325股+12.20% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.37% | 3.19% | $750.3万 | 14.8万股 | $635.5万 | 12.6万股 | +2.3万股+18.16% | 加仓 |
 艾伯维ABBV |
| 3.26% | 2.99% | $725.8万 | 2.9万股 | $596.3万 | 2.7万股 | +1,425股+5.20% | 加仓 |
| S嘉信策略信托SCHC |
| 3.24% | 3.39% | $722.9万 | 13.7万股 | $675.5万 | 13.8万股 | -1,046股-0.76% | 减仓 |
 思科CSCO |
| 2.81% | 2.21% | $627.1万 | 5.3万股 | $440.3万 | 5.7万股 | -3,355股-5.91% | 减仓 |
 埃克森美孚XOM |
| 2.68% | 3.51% | $596.3万 | 4.4万股 | $699.5万 | 4.1万股 | +2,387股+5.79% | 加仓 |
 苹果AAPL |
| 2.59% | 2.42% | $577.0万 | 2.0万股 | $481.8万 | 1.9万股 | +955股+5.03% | 加仓 |
 雪佛龙CVX |
| 2.32% | 3.04% | $517.4万 | 3.1万股 | $606.5万 | 2.9万股 | +1,900股+6.48% | 加仓 |
 沃尔玛WMT |
| 2% | 2.27% | $445.9万 | 3.9万股 | $452.8万 | 3.6万股 | +2,931股+8.04% | 加仓 |
 雅培ABT |
| 1.93% | 2.07% | $430.6万 | 4.7万股 | $413.8万 | 4.0万股 | +7,150股+17.74% | 加仓 |
 默沙东MRK |
| 1.87% | 1.86% | $416.6万 | 3.2万股 | $370.1万 | 3.1万股 | +1,650股+5.36% | 加仓 |
 百事可乐PEP |
| 1.73% | 1.99% | $384.7万 | 2.8万股 | $396.6万 | 2.6万股 | +2,870股+11.24% | 加仓 |
 家得宝HD |
| 1.69% | 1.64% | $377.8万 | 1.1万股 | $327.6万 | 9,961股 | +750股+7.53% | 加仓 |
| WWisdomTree信托DGRW |
| 1.59% | 1.62% | $354.5万 | 3.7万股 | $322.9万 | 3.7万股 | +315股+0.86% | 加仓 |
 礼来LLY |
| 1.52% | 1.21% | $338.1万 | 2,819股 | $241.3万 | 2,624股 | +195股+7.43% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 1.44% | 1.28% | $320.4万 | 3.2万股 | $255.1万 | 3.0万股 | +2,150股+7.26% | 加仓 |
| IIBMIBM |
| 1.42% | 1.36% | $315.7万 | 1.1万股 | $272.1万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.39% | 1.48% | $310.3万 | 6.1万股 | $295.6万 | 5.8万股 | +3,106股+5.34% | 加仓 |
| B贝莱德·ETF TRUST IIBINC |
| 1.24% | 1.37% | $276.2万 | 5.3万股 | $273.5万 | 5.3万股 | +100股+0.19% | 加仓 |
 CHUBB LIMITEDCB |
| 1.23% | 1.21% | $273.6万 | 8,030股 | $240.5万 | 7,380股 | +650股+8.81% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.15% | 1.73% | $255.9万 | 3.1万股 | $344.8万 | 4.2万股 | -1.1万股-25.68% | 减仓 |
 南方电力SO |
| 1.06% | 1.19% | $236.1万 | 2.5万股 | $237.2万 | 2.5万股 | +100股+0.41% | 加仓 |
 LOWES COS COMLOW |
| 1.05% | 1.15% | $234.2万 | 1.1万股 | $228.6万 | 9,674股 | +950股+9.82% | 加仓 |
 洛克希德马丁LMT |
| 1.05% | 1.25% | $233.9万 | 4,590股 | $250.2万 | 4,140股 | +450股+10.87% | 加仓 |
 威瑞森VZ |
| 1.05% | 1.4% | $233.3万 | 5.5万股 | $278.9万 | 5.6万股 | -469股-0.84% | 减仓 |
| BBANK OF AMERBAC |
| 1.02% | 0.85% | $227.3万 | 4.0万股 | $168.5万 | 3.5万股 | +5,324股+15.40% | 加仓 |
 霍尼韦尔HON |
| 1.02% | 2.1% | $226.9万 | 1.0万股 | $419.3万 | 1.9万股 | -8,414股-45.36% | 减仓 |
 宝洁PG |
| 1% | 1.04% | $221.9万 | 1.5万股 | $207.0万 | 1.4万股 | +800股+5.58% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.98% | — | $218.5万 | 9,885股 | $0 | 0股 | +9,885股 | 新买入 |
| Q高通QCOM |
| 0.97% | 1.05% | $216.4万 | 1.2万股 | $209.9万 | 1.6万股 | -4,590股-28.16% | 减仓 |
 第一资本COF |
| 0.9% | 0.82% | $200.4万 | 9,988股 | $164.0万 | 8,988股 | +1,000股+11.13% | 加仓 |
 雷神技术RTX |
| 0.9% | 0.95% | $199.8万 | 1.1万股 | $189.7万 | 9,832股 | +700股+7.12% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.86% | 0.8% | $191.3万 | 6,081股 | $159.3万 | 5,550股 | +531股+9.57% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.84% | 0.96% | $186.2万 | 2.4万股 | $190.7万 | 2.4万股 | -500股-2.08% | 减仓 |
 甲骨文ORCL |
| 0.81% | 0.84% | $181.0万 | 1.2万股 | $167.7万 | 1.1万股 | +950股+8.33% | 加仓 |
 壳牌SHEL |
| 0.79% | 0.96% | $176.0万 | 2.3万股 | $191.1万 | 2.1万股 | +2,150股+10.46% | 加仓 |
 GE航空GE |
| 0.74% | 0.62% | $164.1万 | 4,390股 | $124.6万 | 4,390股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.71% | 0.79% | $158.8万 | 1.3万股 | $156.6万 | 1.2万股 | +588股+4.92% | 加仓 |
 科磊KLAC |
| 0.71% | 0.39% | $158.4万 | 5,250股 | $77.3万 | 525股 | +4,725股+900.00% | 加仓 |
| N新纪元能源NEE |
| 0.7% | 0.81% | $156.6万 | 1.8万股 | $161.1万 | 1.7万股 | +500股+2.88% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.67% | 0.72% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 Truist金融TFC |
| 0.66% | 0.63% | $147.5万 | 3.0万股 | $125.2万 | 2.7万股 | +2,385股+8.76% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.66% | 0.64% | $146.3万 | 1,955股 | $127.5万 | 1,955股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.65% | 0.77% | $145.7万 | 9,620股 | $153.6万 | 9,620股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.63% | 0.53% | $139.5万 | 4,123股 | $106.6万 | 3,523股 | +600股+17.03% | 加仓 |
