 微软MSFT |
| 5.79% | 6.25% | $2,755.5万 | 8.7万股 | $3,087.6万 | 9.1万股 | -3,398股-3.75% | 减仓 |
 苹果AAPL |
| 4.85% | 5.3% | $2,305.4万 | 13.5万股 | $2,618.8万 | 13.5万股 | -356股-0.26% | 减仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 4.71% | 4.39% | $2,242.9万 | 44.6万股 | $2,168.0万 | 43.1万股 | +1.5万股+3.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.96% | 3.52% | $1,884.3万 | 14.3万股 | $1,739.1万 | 14.4万股 | -853股-0.59% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.94% | 3.69% | $1,873.1万 | 5.3万股 | $1,825.0万 | 5.4万股 | -48股-0.09% | 减仓 |
| V先锋领航指数基金VOO |
| 3.69% | 3.32% | $1,756.2万 | 4.5万股 | $1,641.7万 | 4.0万股 | +4,412股+10.95% | 加仓 |
| CCBRE CL ACBRE |
| 2.13% | 2.25% | $1,014.9万 | 13.7万股 | $1,111.8万 | 13.8万股 | -352股-0.26% | 减仓 |
| S嘉信策略信托SCHC |
| 1.99% | 1.86% | $945.7万 | 29.9万股 | $919.2万 | 28.5万股 | +1.4万股+4.90% | 加仓 |
 谷歌AGOOGL |
| 1.79% | 1.55% | $851.5万 | 6.5万股 | $764.1万 | 6.4万股 | +1,230股+1.93% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 1.73% | 1.63% | $821.5万 | 16.9万股 | $806.7万 | 16.0万股 | +9,512股+5.95% | 加仓 |
 布鲁克菲尔德BN |
| 1.68% | 2.1% | $800.1万 | 25.6万股 | $1,040.1万 | 30.9万股 | -5.3万股-17.22% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 1.61% | 1.52% | $766.5万 | 23.0万股 | $749.8万 | 23.0万股 | +123股+0.05% | 加仓 |
 LOWES COS COMLOW |
| 1.54% | 1.59% | $730.9万 | 3.5万股 | $785.7万 | 3.5万股 | +353股+1.01% | 加仓 |
 万事达MA |
| 1.53% | 1.58% | $726.1万 | 1.8万股 | $779.4万 | 2.0万股 | -1,477股-7.45% | 减仓 |
 联合健康UNH |
| 1.48% | 1.35% | $702.7万 | 1.4万股 | $667.0万 | 1.4万股 | +61股+0.44% | 加仓 |
 埃克森美孚XOM |
| 1.47% | 1.28% | $701.2万 | 6.0万股 | $632.6万 | 5.9万股 | +654股+1.11% | 加仓 |
| V先锋领航指数基金VB |
| 1.43% | 1.44% | $681.9万 | 3.6万股 | $710.3万 | 3.6万股 | +354股+0.99% | 加仓 |
 亚马逊AMZN |
| 1.42% | 1.37% | $674.4万 | 5.3万股 | $677.2万 | 5.2万股 | +1,108股+2.13% | 加仓 |
 嘉信理财SCHW |
| 1.32% | 1.31% | $629.9万 | 11.5万股 | $648.3万 | 11.4万股 | +363股+0.32% | 加仓 |
| V先锋领航债券指数基金VUSB |
| 1.31% | 1.31% | $622.5万 | 12.7万股 | $646.2万 | 13.1万股 | -4,895股-3.72% | 减仓 |
 雪佛龙CVX |
| 1.29% | 1.18% | $615.6万 | 3.7万股 | $583.9万 | 3.7万股 | -604股-1.63% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 1.26% | 1.65% | $601.7万 | 20.5万股 | $816.2万 | 22.4万股 | -1.9万股-8.47% | 减仓 |
 高德纳IT |
| 1.24% | 1.21% | $589.2万 | 1.7万股 | $597.1万 | 1.7万股 | +103股+0.60% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.18% | 1.23% | $563.6万 | 12.9万股 | $606.1万 | 13.1万股 | -2,337股-1.78% | 减仓 |
 直觉外科ISRG |
| 1.16% | 1.31% | $551.6万 | 1.9万股 | $649.0万 | 1.9万股 | -111股-0.58% | 减仓 |
 耐克NKE |
| 1.16% | 1.3% | $550.3万 | 5.8万股 | $642.3万 | 5.8万股 | -640股-1.10% | 减仓 |
 宝洁PG |
| 1.14% | 1.16% | $541.5万 | 3.7万股 | $575.7万 | 3.8万股 | -816股-2.15% | 减仓 |
 TJXTJX |
| 1.12% | 1.02% | $531.8万 | 6.0万股 | $506.6万 | 6.0万股 | +88股+0.15% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.1% | 1% | $523.4万 | 9.4万股 | $495.6万 | 8.6万股 | +7,426股+8.63% | 加仓 |
 沃尔玛WMT |
| 1.06% | 0.38% | $504.6万 | 3.2万股 | $189.3万 | 1.2万股 | +2.0万股+161.99% | 加仓 |
 史赛克SYK |
| 0.99% | 1.05% | $468.9万 | 1.7万股 | $520.1万 | 1.7万股 | +111股+0.65% | 加仓 |
 VisaV |
| 0.97% | 0.97% | $462.5万 | 2.0万股 | $479.5万 | 2.0万股 | -82股-0.41% | 减仓 |
 芝加哥商品交易所CME |
| 0.93% | 0.83% | $442.6万 | 2.2万股 | $411.7万 | 2.2万股 | -114股-0.51% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.93% | 0.87% | $440.3万 | 19.2万股 | $429.4万 | 17.7万股 | +1.5万股+8.67% | 加仓 |
 VERISK ANALYTICS COMVRSK |
| 0.91% | 0.84% | $433.0万 | 1.8万股 | $414.5万 | 1.8万股 | -11股-0.06% | 减仓 |
 标普全球SPGI |
| 0.85% | 0.91% | $406.2万 | 1.1万股 | $451.0万 | 1.1万股 | -136股-1.21% | 减仓 |
| T赛默飞世尔TMO |
| 0.81% | 0.8% | $383.2万 | 7,570股 | $397.5万 | 7,618股 | -48股-0.63% | 减仓 |
| V先锋领航国际股票指数基金VT |
| 0.8% | 0.83% | $380.5万 | 4.1万股 | $408.6万 | 4.2万股 | -1,296股-3.08% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.77% | 0.69% | $364.9万 | 8.2万股 | $342.3万 | 8.2万股 | -88股-0.11% | 减仓 |
 财捷INTU |
| 0.73% | 0.63% | $346.4万 | 6,780股 | $309.4万 | 6,753股 | +27股+0.40% | 加仓 |
 联合包裹UPSUPS |
| 0.73% | 0.82% | $345.8万 | 2.2万股 | $403.0万 | 2.2万股 | -302股-1.34% | 减仓 |
 甲骨文ORCL |
| 0.73% | 0.79% | $345.6万 | 3.3万股 | $389.3万 | 3.3万股 | -65股-0.20% | 减仓 |
 好市多COST |
| 0.71% | 0.64% | $339.8万 | 6,015股 | $317.2万 | 5,891股 | +124股+2.10% | 加仓 |
| FFiservFISV |
| 0.71% | 0.8% | $339.8万 | 3.0万股 | $397.4万 | 3.2万股 | -1,425股-4.52% | 减仓 |
 欧特克ADSK |
| 0.71% | 0.66% | $338.5万 | 1.6万股 | $327.4万 | 1.6万股 | +357股+2.23% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.71% | 0.69% | $337.5万 | 2.4万股 | $343.3万 | 2.2万股 | +1,271股+5.67% | 加仓 |
| IiShares安硕信托IVV |
| 0.69% | 0.7% | $328.8万 | 7,657股 | $347.1万 | 7,789股 | -132股-1.69% | 减仓 |
| V先锋领航全球基金VGT |
| 0.66% | 0.69% | $313.8万 | 7,564股 | $341.8万 | 7,731股 | -167股-2.16% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.61% | 0.61% | $291.9万 | 1.1万股 | $300.0万 | 1.1万股 | -72股-0.63% | 减仓 |
 林德LIN |
| 0.61% | — | $291.1万 | 7,819股 | $0 | 0股 | +7,819股 | 新买入 |
