谷歌AGOOGL |
| 5.76% | 5.52% | $1,561.9万 | 4.4万股 | $1,410.3万 | 4.9万股 | -5,336股-10.88% | 减仓 |
苹果AAPL |
| 5.04% | 5.05% | $1,367.7万 | 4.7万股 | $1,289.6万 | 5.1万股 | -3,546股-6.98% | 减仓 |
艾伯维ABBV |
| 5.04% | 5.71% | $1,366.6万 | 5.4万股 | $1,458.3万 | 6.7万股 | -1.3万股-19.01% | 减仓 |
| V先锋领航指数基金VOO |
| 4.83% | 4.17% | $1,309.8万 | 1.9万股 | $1,066.2万 | 1.8万股 | +1,229股+6.89% | 加仓 |
| V先锋领航指数基金VB |
| 4.61% | 4.32% | $1,251.5万 | 4.1万股 | $1,104.2万 | 4.2万股 | -869股-2.06% | 减仓 |
| V先锋领航指数基金VUG |
| 3.6% | 3.72% | $977.4万 | 11.3万股 | $951.2万 | 2.2万股 | +9.2万股+421.04% | 加仓 |
微软MSFT |
| 3.56% | 3.92% | $964.2万 | 2.6万股 | $1,001.7万 | 2.7万股 | -1,210股-4.47% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 3.07% | 2.99% | $833.0万 | 9.9万股 | $764.1万 | 10.2万股 | -2,283股-2.24% | 减仓 |
摩根大通JPM |
| 2.89% | 3.05% | $784.2万 | 2.4万股 | $778.7万 | 2.6万股 | -2,513股-9.49% | 减仓 |
亚马逊AMZN |
| 2.6% | 2.48% | $705.5万 | 3.0万股 | $634.7万 | 3.0万股 | -871股-2.86% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.53% | 1.78% | $687.3万 | 3.6万股 | $456.0万 | 3.4万股 | +1,764股+5.14% | 加仓 |
强生JNJ |
| 2.49% | 2.61% | $674.6万 | 2.7万股 | $667.9万 | 2.7万股 | -758股-2.77% | 减仓 |
思科CSCO |
| 2.46% | 1.91% | $667.4万 | 5.7万股 | $489.0万 | 6.3万股 | -6,205股-9.85% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.05% | 1.58% | $556.7万 | 10.6万股 | $403.4万 | 7.7万股 | +2.9万股+38.39% | 加仓 |
| IiShares安硕信托IGIB |
| 1.97% | 1.75% | $533.8万 | 10.0万股 | $447.1万 | 8.4万股 | +1.6万股+19.51% | 加仓 |
应用材料AMAT |
| 1.85% | 0.99% | $502.1万 | 6,945股 | $253.7万 | 7,424股 | -479股-6.45% | 减仓 |
| IiShares安硕信托ICSH |
| 1.69% | 1.68% | $458.8万 | 9.1万股 | $428.4万 | 8.5万股 | +6,088股+7.19% | 加仓 |
雅培ABT |
| 1.69% | 2% | $458.0万 | 5.0万股 | $512.1万 | 5.0万股 | +601股+1.20% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.56% | 1.35% | $424.1万 | 1.2万股 | $346.1万 | 1.2万股 | -61股-0.51% | 减仓 |
雷神技术RTX |
| 1.41% | 1.68% | $381.8万 | 2.0万股 | $429.8万 | 2.2万股 | -2,159股-9.69% | 减仓 |
万事达MA |
| 1.3% | 1.34% | $353.2万 | 6,877股 | $343.4万 | 6,874股 | +3股+0.04% | 加仓 |
德州仪器TXN |
| 1.28% | 0.95% | $346.4万 | 1.2万股 | $243.7万 | 1.3万股 | -935股-7.45% | 减仓 |
哈勃HUBB |
| 1.22% | 1.26% | $331.9万 | 6,343股 | $320.9万 | 6,539股 | -196股-3.00% | 减仓 |
CorpayCPAY |
| 1.14% | 1.08% | $309.7万 | 9,292股 | $275.0万 | 9,452股 | -160股-1.69% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.09% | 1.07% | $296.9万 | 3.8万股 | $274.3万 | 3.5万股 | +2,965股+8.57% | 加仓 |
百事可乐PEP |
| 1.06% | 1.31% | $286.5万 | 2.1万股 | $334.4万 | 2.2万股 | -372股-1.73% | 减仓 |
LOWES COS COMLOW |
| 1.02% | 1.19% | $276.1万 | 1.3万股 | $303.1万 | 1.3万股 | -304股-2.37% | 减仓 |
好市多COST |
| 1% | 1.25% | $271.6万 | 2,903股 | $319.7万 | 3,208股 | -305股-9.51% | 减仓 |
| PPROLOGIS COMPLD |
| 1% | 1.07% | $270.0万 | 2.0万股 | $273.8万 | 2.1万股 | -784股-3.79% | 减仓 |
| B纽约梅隆银行BK |
| 0.94% | 0.99% | $255.8万 | 1.8万股 | $252.0万 | 2.1万股 | -3,550股-16.71% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 0.87% | $248.5万 | 3,327股 | $223.5万 | 3,437股 | -110股-3.20% | 减仓 |
DANAHER DEL COMDHR |
| 0.88% | 0.98% | $239.9万 | 1.3万股 | $249.6万 | 1.3万股 | -574股-4.36% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 0.86% | 0.88% | $232.5万 | 4,646股 | $225.7万 | 4,710股 | -64股-1.36% | 减仓 |
W.R.伯克利WRB |
| 0.83% | 0.86% | $225.0万 | 3.2万股 | $220.4万 | 3.3万股 | -1,348股-4.05% | 减仓 |
宝洁PG |
| 0.81% | 0.86% | $219.3万 | 1.5万股 | $220.8万 | 1.5万股 | -335股-2.19% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.75% | 0.72% | $203.8万 | 2.5万股 | $182.9万 | 2.2万股 | +2,548股+11.53% | 加仓 |
埃克森美孚XOM |
| 0.74% | 1.13% | $200.7万 | 1.5万股 | $290.0万 | 1.7万股 | -2,410股-14.10% | 减仓 |
WELLTOWER COMWELL |
| 0.74% | 0.68% | $199.4万 | 8,785股 | $173.7万 | 8,785股 | 00.00% | 持仓不变 |
TRAVELERS COSTRV |
| 0.73% | 0.69% | $198.9万 | 6,025股 | $175.7万 | 6,025股 | 00.00% | 持仓不变 |
甲骨文ORCL |
| 0.72% | 0.8% | $196.5万 | 1.3万股 | $203.5万 | 1.4万股 | -426股-3.08% | 减仓 |
VisaV |
| 0.71% | 0.67% | $192.4万 | 5,607股 | $170.9万 | 5,655股 | -48股-0.85% | 减仓 |
安桥ENB |
| 0.69% | 0.8% | $187.9万 | 3.5万股 | $203.6万 | 3.8万股 | -2,948股-7.84% | 减仓 |
| S嘉信策略信托SCHD |
| 0.68% | 0.72% | $183.8万 | 5.8万股 | $185.1万 | 6.0万股 | -2,341股-3.88% | 减仓 |
雪佛龙CVX |
| 0.67% | 1.16% | $181.6万 | 1.1万股 | $296.0万 | 1.4万股 | -3,350股-23.41% | 减仓 |
| IIBMIBM |
| 0.66% | 0.7% | $179.8万 | 6,393股 | $179.2万 | 7,393股 | -1,000股-13.53% | 减仓 |
罗克韦尔自动化ROK |
| 0.66% | 0.6% | $179.7万 | 3,630股 | $153.6万 | 4,280股 | -650股-15.19% | 减仓 |
ADPADP |
| 0.64% | 0.67% | $174.7万 | 7,802股 | $170.5万 | 8,393股 | -591股-7.04% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.63% | 0.5% | $171.9万 | 3.4万股 | $128.7万 | 2.6万股 | +8,191股+31.75% | 加仓 |
空气化工APD |
| 0.62% | 0.71% | $168.9万 | 5,762股 | $180.4万 | 6,211股 | -449股-7.23% | 减仓 |
诺华NVS |
| 0.57% | 0.59% | $155.9万 | 9,950股 | $152.0万 | 9,950股 | 00.00% | 持仓不变 |