 苹果AAPL |
| 6.66% | 6.22% | $1,526.0万 | 5.3万股 | $1,347.9万 | 5.3万股 | -375股-0.71% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 5.36% | 5.52% | $1,226.9万 | 39.5万股 | $1,196.0万 | 42.9万股 | -3.5万股-8.13% | 减仓 |
| IiShares安硕信托DGRO |
| 3.45% | 3.58% | $790.6万 | 10.4万股 | $775.7万 | 11.1万股 | -6,207股-5.62% | 减仓 |
| IiShares安硕信托STIP |
| 3.38% | 3.08% | $774.0万 | 7.6万股 | $667.6万 | 6.5万股 | +1.1万股+17.38% | 加仓 |
 谷歌AGOOGL |
| 2.86% | 2.5% | $655.1万 | 1.8万股 | $541.4万 | 1.9万股 | -496股-2.63% | 减仓 |
| V先锋领航斯科茨代尔基金BNDW |
| 2.6% | 2.17% | $596.6万 | 8.7万股 | $470.3万 | 6.9万股 | +1.8万股+26.52% | 加仓 |
| I景顺·S&P 500 GARP ETFSPGP |
| 2.48% | 2.43% | $569.3万 | 4.7万股 | $527.1万 | 4.9万股 | -2,423股-4.95% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.47% | 2.08% | $566.7万 | 9.7万股 | $449.6万 | 7.7万股 | +2.1万股+26.77% | 加仓 |
| S嘉信策略信托SCHC |
| 2.45% | 2.76% | $560.7万 | 10.6万股 | $598.1万 | 12.2万股 | -1.6万股-13.06% | 减仓 |
 好市多COST |
| 2.32% | 2.68% | $531.4万 | 5,681股 | $581.3万 | 5,834股 | -153股-2.62% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.31% | 2% | $528.4万 | 9.0万股 | $433.8万 | 7.3万股 | +1.7万股+22.99% | 加仓 |
| IiShares安硕信托REET |
| 2.22% | 2.2% | $508.1万 | 18.4万股 | $476.3万 | 18.9万股 | -5,447股-2.88% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.17% | 1.93% | $497.2万 | 1.4万股 | $418.4万 | 1.5万股 | -512股-3.51% | 减仓 |
| V先锋领航指数基金VNQ |
| 2.07% | 2.06% | $474.8万 | 4.9万股 | $445.2万 | 5.0万股 | -948股-1.89% | 减仓 |
| IiShares安硕·COREIJH |
| 2.05% | 2.05% | $470.6万 | 6.1万股 | $444.2万 | 6.6万股 | -4,735股-7.20% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.98% | 2.02% | $452.7万 | 1.9万股 | $437.5万 | 2.0万股 | -1,510股-7.50% | 减仓 |
| IiShares安硕信托GVI |
| 1.66% | 1.74% | $381.5万 | 3.6万股 | $377.2万 | 3.5万股 | +406股+1.15% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.52% | 1.47% | $349.1万 | 4.1万股 | $318.9万 | 4.1万股 | -524股-1.27% | 减仓 |
| IiShares黄金信托IAU |
| 1.29% | 1.56% | $295.5万 | 3.9万股 | $336.9万 | 3.8万股 | +919股+2.40% | 加仓 |
 思科CSCO |
| 1.25% | 0.9% | $286.6万 | 2.4万股 | $195.8万 | 2.5万股 | -837股-3.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.22% | 1.2% | $279.8万 | 5,592股 | $260.3万 | 5,433股 | +159股+2.93% | 加仓 |
| IiShares安硕信托AGG |
| 1.22% | 1.35% | $279.6万 | 2.8万股 | $293.0万 | 3.0万股 | -1,262股-4.28% | 减仓 |
 微软MSFT |
| 1.19% | 1.26% | $273.2万 | 7,325股 | $272.9万 | 7,372股 | -47股-0.64% | 减仓 |
 强生JNJ |
| 0.96% | 0.98% | $221.1万 | 8,705股 | $211.4万 | 8,646股 | +59股+0.68% | 加仓 |
 摩根大通JPM |
| 0.94% | 0.93% | $216.4万 | 6,611股 | $200.4万 | 6,812股 | -201股-2.95% | 减仓 |
 家得宝HD |
| 0.9% | 0.91% | $207.1万 | 5,873股 | $197.6万 | 6,008股 | -135股-2.25% | 减仓 |
| IiShares安硕信托GVI |
| 0.84% | 0.85% | $193.3万 | 1.8万股 | $184.8万 | 1.7万股 | +558股+3.21% | 加仓 |
| Q高通QCOM |
| 0.8% | 0.61% | $182.4万 | 9,873股 | $131.0万 | 1.0万股 | -303股-2.98% | 减仓 |
 直觉外科ISRG |
| 0.78% | 0.96% | $179.0万 | 4,500股 | $207.4万 | 4,500股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.72% | 0.89% | $165.7万 | 1.2万股 | $191.8万 | 1.2万股 | -112股-0.91% | 减仓 |
 VisaV |
| 0.72% | 0.66% | $164.4万 | 4,793股 | $142.6万 | 4,719股 | +74股+1.57% | 加仓 |
 GE航空GE |
| 0.69% | 0.59% | $157.7万 | 4,220股 | $127.3万 | 4,486股 | -266股-5.93% | 减仓 |
 AMGEN COMAMGN |
| 0.68% | 0.7% | $156.7万 | 4,329股 | $151.8万 | 4,314股 | +15股+0.35% | 加仓 |
| N新纪元能源NEE |
| 0.67% | 0.73% | $154.6万 | 1.8万股 | $159.0万 | 1.7万股 | +492股+2.87% | 加仓 |
| IISHARES U.S. INSURANCE ETFIAK |
| 0.63% | 0.8% | $143.6万 | 4.7万股 | $173.8万 | 5.1万股 | -4,111股-8.00% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.61% | 0.56% | $140.7万 | 5,716股 | $120.8万 | 5,806股 | -90股-1.55% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.61% | 0.64% | $140.7万 | 2.8万股 | $137.6万 | 2.8万股 | +236股+0.86% | 加仓 |
 亚马逊AMZN |
| 0.6% | 0.53% | $138.2万 | 5,798股 | $115.4万 | 5,543股 | +255股+4.60% | 加仓 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 0.59% | 0.75% | $134.5万 | 8.5万股 | $163.2万 | 9.4万股 | -9,495股-10.08% | 减仓 |
 默沙东MRK |
| 0.57% | 0.59% | $129.9万 | 1.0万股 | $126.7万 | 1.1万股 | -422股-4.01% | 减仓 |
 美国运通AXP |
| 0.57% | 0.56% | $129.9万 | 3,839股 | $120.7万 | 3,991股 | -152股-3.81% | 减仓 |
 礼来LLY |
| 0.56% | 0.48% | $128.0万 | 1,067股 | $103.6万 | 1,126股 | -59股-5.24% | 减仓 |
 TJXTJX |
| 0.56% | 0.63% | $127.8万 | 8,434股 | $135.8万 | 8,504股 | -70股-0.82% | 减仓 |
 雷神技术RTX |
| 0.56% | 0.6% | $127.2万 | 6,704股 | $130.2万 | 6,752股 | -48股-0.71% | 减仓 |
 TELEPHONE & DATA SYSTDS |
| 0.55% | 0.66% | $125.8万 | 3.4万股 | $143.1万 | 3.4万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.54% | 0.34% | $122.9万 | 2,837股 | $73.6万 | 3,447股 | -610股-17.70% | 减仓 |
 雪佛龙CVX |
| 0.53% | 0.6% | $120.7万 | 7,279股 | $129.7万 | 6,270股 | +1,009股+16.09% | 加仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.52% | 0.5% | $118.5万 | 1.2万股 | $109.2万 | 1.1万股 | +900股+8.33% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.6% | $116.7万 | 1.0万股 | $130.8万 | 1.1万股 | -218股-2.07% | 减仓 |
 美光科技MU |
| 0.51% | 0.22% | $115.9万 | 1,004股 | $46.8万 | 1,386股 | -382股-27.56% | 减仓 |
