| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 3.84% | 3.93% | $914.3万 | 11.2万股 | $836.5万 | 10.2万股 | +9,842股+9.65% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 3.59% | 3.87% | $853.5万 | 16.8万股 | $822.3万 | 16.2万股 | +6,150股+3.79% | 加仓 |
| IISHARES YIELD OPTIMIZED BOND ETFBYLD |
| 3.54% | 3.77% | $843.4万 | 37.7万股 | $800.9万 | 35.7万股 | +2.0万股+5.62% | 加仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 3.24% | 3.59% | $770.2万 | 16.0万股 | $763.5万 | 15.8万股 | +1,614股+1.02% | 加仓 |
 苹果AAPL |
| 3.12% | 4.13% | $742.6万 | 4.3万股 | $879.5万 | 4.6万股 | -2,376股-5.20% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.01% | 3.2% | $717.2万 | 1.4万股 | $681.7万 | 1.4万股 | -632股-4.41% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.81% | 2.35% | $668.1万 | 6.1万股 | $500.6万 | 5.6万股 | +4,272股+7.57% | 加仓 |
 谷歌AGOOGL |
| 2.72% | 2.64% | $647.4万 | 4.3万股 | $561.2万 | 4.0万股 | +2,720股+6.77% | 加仓 |
 摩根大通JPM |
| 2.49% | 2.31% | $593.4万 | 3.0万股 | $491.7万 | 2.9万股 | +718股+2.48% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 2.47% | 2.63% | $587.6万 | 11.6万股 | $560.2万 | 11.0万股 | +5,863股+5.33% | 加仓 |
| IiShares安硕信托IEFA |
| 2.11% | 1.7% | $502.5万 | 6.8万股 | $360.9万 | 5.1万股 | +1.6万股+31.96% | 加仓 |
| IiShares安硕信托AGG |
| 1.95% | 1.58% | $464.2万 | 4.7万股 | $336.2万 | 3.4万股 | +1.4万股+39.93% | 加仓 |
| IiShares安硕信托IVV |
| 1.89% | 1.89% | $448.9万 | 8,538股 | $403.1万 | 8,439股 | +99股+1.17% | 加仓 |
 强生JNJ |
| 1.88% | 1.89% | $446.6万 | 2.8万股 | $403.1万 | 2.6万股 | +2,516股+9.78% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 1.86% | 2% | $441.9万 | 25.5万股 | $425.0万 | 25.2万股 | +3,083股+1.22% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.65% | 1.16% | $393.2万 | 8.7万股 | $247.5万 | 5.4万股 | +3.3万股+61.45% | 加仓 |
 联合健康UNH |
| 1.64% | 1.8% | $390.1万 | 7,886股 | $381.9万 | 7,254股 | +632股+8.71% | 加仓 |
| T赛默飞世尔TMO |
| 1.62% | 1.63% | $386.0万 | 6,641股 | $346.3万 | 6,525股 | +116股+1.78% | 加仓 |
| IiShares安硕信托IVW |
| 1.6% | 1.57% | $380.7万 | 4.5万股 | $333.6万 | 4.4万股 | +659股+1.48% | 加仓 |
 家得宝HD |
| 1.58% | 1.48% | $376.7万 | 9,820股 | $315.5万 | 9,103股 | +717股+7.88% | 加仓 |
| IiShares安硕信托EFG |
| 1.58% | 1.24% | $376.5万 | 3.6万股 | $262.9万 | 2.7万股 | +9,134股+33.65% | 加仓 |
 Meta平台META |
| 1.52% | 1.12% | $361.1万 | 7,436股 | $239.1万 | 6,755股 | +681股+10.08% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.51% | 1.22% | $359.6万 | 8,552股 | $260.0万 | 7,289股 | +1,263股+17.33% | 加仓 |
 VisaV |
| 1.35% | 1.31% | $321.9万 | 1.2万股 | $279.3万 | 1.1万股 | +805股+7.50% | 加仓 |
| V先锋领航指数基金VOO |
| 1.3% | 1.35% | $309.3万 | 6,967股 | $288.1万 | 7,034股 | -67股-0.95% | 减仓 |
 微软MSFT |
| 1.27% | 1.29% | $301.1万 | 7,158股 | $274.6万 | 7,301股 | -143股-1.96% | 减仓 |
 ADOBE COMADBE |
| 1.16% | 1.46% | $275.9万 | 5,468股 | $310.7万 | 5,208股 | +260股+4.99% | 加仓 |
 霍尼韦尔HON |
| 1.12% | 1.13% | $266.6万 | 1.3万股 | $240.8万 | 1.1万股 | +1,503股+13.09% | 加仓 |
 BroadridgeBR |
| 1.07% | 1.09% | $253.5万 | 1.2万股 | $230.8万 | 1.1万股 | +1,157股+10.31% | 加仓 |
 宝洁PG |
| 1.05% | 0.97% | $249.9万 | 1.5万股 | $206.1万 | 1.4万股 | +1,337股+9.51% | 加仓 |
 林德LIN |
| 1.04% | 0.94% | $246.3万 | 5,305股 | $201.0万 | 4,894股 | +411股+8.40% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1% | 0.91% | $238.4万 | 1.7万股 | $192.6万 | 1.4万股 | +2,242股+15.67% | 加仓 |
 宣伟SHW |
| 0.99% | 0.92% | $235.4万 | 6,777股 | $196.4万 | 6,296股 | +481股+7.64% | 加仓 |
 Phillips 66PSX |
| 0.97% | 0.78% | $231.5万 | 1.4万股 | $165.7万 | 1.2万股 | +1,725股+13.86% | 加仓 |
| IiShares安硕信托IUSV |
| 0.9% | 1.02% | $214.6万 | 2.4万股 | $217.7万 | 2.6万股 | -2,087股-8.09% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.9% | 0.93% | $214.6万 | 1.1万股 | $197.6万 | 9,155股 | +1,704股+18.61% | 加仓 |
 摩根士丹利MS |
| 0.86% | 0.87% | $205.5万 | 2.2万股 | $185.7万 | 2.0万股 | +1,913股+9.61% | 加仓 |
| IiShares安硕·COREIJR |
| 0.83% | 0.69% | $197.9万 | 1.8万股 | $146.4万 | 1.4万股 | +4,386股+32.44% | 加仓 |
| IiShares安硕信托USMV |
| 0.82% | 0.92% | $196.0万 | 2.3万股 | $195.6万 | 2.5万股 | -1,619股-6.46% | 减仓 |
| F第一信托·USTFVD |
| 0.82% | 0.76% | $194.8万 | 4.6万股 | $162.4万 | 4.0万股 | +6,082股+15.19% | 加仓 |
| IiShares安硕信托IQLT |
| 0.82% | 0.86% | $194.3万 | 4.9万股 | $182.5万 | 4.9万股 | +406股+0.84% | 加仓 |
| SSPDR黄金信托GLD |
| 0.79% | 0.82% | $187.3万 | 9,103股 | $174.0万 | 9,103股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.76% | 0.79% | $181.3万 | 2.0万股 | $168.0万 | 1.7万股 | +2,346股+13.41% | 加仓 |
 迪士尼DIS |
| 0.75% | 0.53% | $178.1万 | 1.5万股 | $113.3万 | 1.3万股 | +2,009股+16.01% | 加仓 |
 万事达MA |
| 0.74% | 0.68% | $176.9万 | 3,674股 | $143.9万 | 3,375股 | +299股+8.86% | 加仓 |
 百事可乐PEP |
| 0.74% | 0.8% | $175.4万 | 1.0万股 | $169.6万 | 9,986股 | +39股+0.39% | 加仓 |
 标普全球SPGI |
| 0.73% | 0.79% | $172.9万 | 4,063股 | $168.2万 | 3,818股 | +245股+6.42% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.72% | 0.68% | $170.3万 | 1.2万股 | $145.0万 | 1.1万股 | +1,099股+9.73% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.71% | 0.73% | $169.4万 | 1.4万股 | $156.0万 | 1.2万股 | +2,042股+17.28% | 加仓 |
 埃克森美孚XOM |
| 0.69% | 0.67% | $163.3万 | 1.4万股 | $141.7万 | 1.4万股 | -124股-0.88% | 减仓 |
