 苹果AAPL |
| 7.89% | 7.59% | $1,174.5万 | 4.1万股 | $1,031.8万 | 4.1万股 | -65股-0.16% | 减仓 |
 微软MSFT |
| 7.5% | 8.16% | $1,116.4万 | 3.0万股 | $1,110.1万 | 3.0万股 | -60股-0.20% | 减仓 |
 谷歌AGOOGL |
| 3.63% | 3.27% | $540.1万 | 1.5万股 | $444.2万 | 1.5万股 | -333股-2.16% | 减仓 |
 好市多COST |
| 3.44% | 4% | $512.1万 | 5,474股 | $543.7万 | 5,456股 | +18股+0.33% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.12% | 3.26% | $463.8万 | 9,269股 | $443.2万 | 9,249股 | +20股+0.22% | 加仓 |
 艾伯维ABBV |
| 3.04% | 2.87% | $452.3万 | 1.8万股 | $390.4万 | 1.8万股 | +21股+0.12% | 加仓 |
 星巴克SBUX |
| 2.9% | 2.75% | $431.7万 | 4.2万股 | $374.7万 | 4.2万股 | +425股+1.02% | 加仓 |
 应用材料AMAT |
| 2.8% | 1.61% | $416.5万 | 5,761股 | $218.4万 | 6,391股 | -630股-9.86% | 减仓 |
| IiShares安硕·ESGEFA |
| 2.77% | 2.69% | $412.6万 | 4.0万股 | $366.1万 | 3.8万股 | +1,846股+4.82% | 加仓 |
 嘉信理财SCHW |
| 2.5% | 2.82% | $372.6万 | 4.0万股 | $383.2万 | 4.1万股 | -397股-0.97% | 减仓 |
| V先锋领航指数基金VOO |
| 2.04% | 1.94% | $303.6万 | 4,420股 | $264.1万 | 4,420股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.72% | 2.38% | $256.4万 | 1.9万股 | $323.3万 | 1.9万股 | -300股-1.57% | 减仓 |
 迪尔DE |
| 1.69% | 1.63% | $252.0万 | 3,972股 | $222.0万 | 3,941股 | +31股+0.79% | 加仓 |
 AMGEN COMAMGN |
| 1.54% | 1.65% | $229.6万 | 6,341股 | $223.9万 | 6,364股 | -23股-0.36% | 减仓 |
 强生JNJ |
| 1.53% | 1.65% | $227.4万 | 8,955股 | $224.9万 | 9,200股 | -245股-2.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.53% | 1.36% | $227.3万 | 6,434股 | $185.0万 | 6,449股 | -15股-0.23% | 减仓 |
 卡特彼勒CAT |
| 1.51% | 1.15% | $225.3万 | 2,116股 | $156.7万 | 2,212股 | -96股-4.34% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.46% | 1.5% | $217.3万 | 4.6万股 | $204.4万 | 4.3万股 | +2,845股+6.62% | 加仓 |
 雅培ABT |
| 1.41% | 1.72% | $209.5万 | 2.3万股 | $233.6万 | 2.3万股 | +341股+1.50% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.37% | 1.3% | $203.8万 | 2,729股 | $176.5万 | 2,714股 | +15股+0.55% | 加仓 |
 默沙东MRK |
| 1.23% | 1.25% | $183.4万 | 1.4万股 | $170.7万 | 1.4万股 | +86股+0.61% | 加仓 |
 英伟达NVDA |
| 1.22% | 1.18% | $182.2万 | 9,108股 | $160.2万 | 9,186股 | -78股-0.85% | 减仓 |
 宝洁PG |
| 1.18% | 1.27% | $175.7万 | 1.2万股 | $172.9万 | 1.2万股 | +15股+0.13% | 加仓 |
 甲骨文ORCL |
| 1.18% | 1.3% | $175.6万 | 1.2万股 | $176.3万 | 1.2万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 1.14% | 0.43% | $169.2万 | 2,912股 | $58.9万 | 2,895股 | +17股+0.59% | 加仓 |
 艾默生电气EMR |
| 1.08% | 1.05% | $160.3万 | 1.1万股 | $143.2万 | 1.1万股 | +267股+2.44% | 加仓 |
 TJXTJX |
| 1.07% | 1.22% | $159.6万 | 1.1万股 | $165.6万 | 1.0万股 | +163股+1.57% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 1% | 0.91% | $149.2万 | 2.7万股 | $123.6万 | 2.6万股 | +381股+1.45% | 加仓 |
 联合太平洋铁路UNP |
| 1% | 0.98% | $148.7万 | 5,467股 | $133.1万 | 5,487股 | -20股-0.36% | 减仓 |
 万豪MAR |
| 0.92% | 0.89% | $137.3万 | 3,706股 | $121.2万 | 3,706股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.88% | 1.12% | $131.1万 | 9,682股 | $152.9万 | 9,845股 | -163股-1.66% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.85% | 0.82% | $127.1万 | 1.2万股 | $112.0万 | 1.2万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHP |
| 0.85% | 0.9% | $126.6万 | 4.8万股 | $122.3万 | 4.6万股 | +1,790股+3.89% | 加仓 |
 ChipotleCMG |
| 0.84% | 0.86% | $124.9万 | 3.7万股 | $117.1万 | 3.7万股 | +169股+0.46% | 加仓 |
 VisaV |
| 0.83% | 0.8% | $123.8万 | 3,607股 | $109.1万 | 3,610股 | -3股-0.08% | 减仓 |
 摩根大通JPM |
| 0.81% | 0.79% | $120.0万 | 3,666股 | $107.8万 | 3,666股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.78% | 0.78% | $115.7万 | 1.3万股 | $106.3万 | 1.2万股 | +147股+1.18% | 加仓 |
 史赛克SYK |
| 0.74% | 0.85% | $110.6万 | 3,514股 | $115.5万 | 3,514股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.71% | 0.73% | $105.9万 | 1.0万股 | $99.0万 | 1.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SUSB |
| 0.71% | 0.72% | $105.8万 | 4.2万股 | $97.7万 | 3.9万股 | +3,375股+8.66% | 加仓 |
 可口可乐KO |
| 0.69% | 0.71% | $102.4万 | 1.3万股 | $96.2万 | 1.3万股 | -53股-0.42% | 减仓 |
 贝莱德·INC COMBLK |
| 0.68% | 0.72% | $100.8万 | 1,048股 | $97.5万 | 1,014股 | +34股+3.35% | 加仓 |
 博通AVGO |
| 0.68% | 0.62% | $100.5万 | 2,660股 | $83.9万 | 2,710股 | -50股-1.85% | 减仓 |
 GeneracGNRC |
| 0.66% | 0.48% | $98.4万 | 3,360股 | $65.2万 | 3,336股 | +24股+0.72% | 加仓 |
 特斯拉TSLA |
| 0.64% | 0.62% | $94.8万 | 2,254股 | $83.8万 | 2,254股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.63% | 0.5% | $93.2万 | 1,883股 | $67.6万 | 1,883股 | 00.00% | 持仓不变 |
| MMANAGER DIRECTED PORTFOLIOSVGSR |
| 0.62% | 0.61% | $92.8万 | 8.1万股 | $82.4万 | 8.0万股 | +1,700股+2.13% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.6% | 0.66% | $90.0万 | 1.9万股 | $90.1万 | 1.9万股 | +50股+0.27% | 加仓 |
| S道富MDYG |
| 0.59% | 0.48% | $88.4万 | 7,888股 | $64.7万 | 6,742股 | +1,146股+17.00% | 加仓 |
 耐克NKE |
| 0.58% | 0.82% | $85.8万 | 2.1万股 | $111.4万 | 2.1万股 | -189股-0.90% | 减仓 |
