 微软MSFT |
| 6.13% | 6.34% | $896.4万 | 1.7万股 | $949.6万 | 1.9万股 | -1,785股-9.35% | 减仓 |
 可口可乐KO |
| 5.58% | 5.41% | $815.8万 | 12.3万股 | $810.1万 | 11.4万股 | +8,506股+7.43% | 加仓 |
 摩根大通JPM |
| 5.28% | 5.65% | $772.7万 | 2.4万股 | $846.8万 | 2.9万股 | -4,713股-16.14% | 减仓 |
| GGlobal X基金PFFD |
| 5.27% | 5.25% | $771.6万 | 39.7万股 | $786.6万 | 41.8万股 | -2.1万股-4.94% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 5.07% | 4.65% | $741.9万 | 28.9万股 | $696.5万 | 29.2万股 | -3,718股-1.27% | 减仓 |
 苹果AAPL |
| 5.02% | 4.14% | $734.4万 | 2.9万股 | $619.7万 | 3.0万股 | -1,362股-4.51% | 减仓 |
 埃克森美孚XOM |
| 3.36% | 3.79% | $492.2万 | 4.4万股 | $567.5万 | 5.3万股 | -8,997股-17.09% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 3.24% | 2.89% | $473.9万 | 7,778股 | $433.7万 | 8,675股 | -897股-10.34% | 减仓 |
 艾伯维ABBV |
| 3.02% | 2.65% | $441.7万 | 1.9万股 | $397.3万 | 2.1万股 | -2,324股-10.86% | 减仓 |
 史赛克SYK |
| 2.75% | 3.36% | $402.9万 | 1.1万股 | $503.2万 | 1.3万股 | -1,820股-14.31% | 减仓 |
 强生JNJ |
| 2.6% | 2.3% | $380.5万 | 2.1万股 | $344.6万 | 2.3万股 | -2,043股-9.05% | 减仓 |
 艾默生电气EMR |
| 2.45% | 2.42% | $357.8万 | 2.7万股 | $362.8万 | 2.7万股 | +70股+0.26% | 加仓 |
 美国运通AXP |
| 2.44% | 2.37% | $357.2万 | 1.1万股 | $354.5万 | 1.1万股 | -360股-3.24% | 减仓 |
| S嘉信策略信托SCHD |
| 2.44% | 2.35% | $356.3万 | 13.0万股 | $351.9万 | 13.3万股 | -2,286股-1.72% | 减仓 |
| V先锋领航债券指数基金BSV |
| 2.3% | 2.36% | $337.0万 | 4.3万股 | $353.5万 | 4.5万股 | -2,205股-4.91% | 减仓 |
| S嘉信策略信托SCHF |
| 2.27% | 2.18% | $332.7万 | 14.3万股 | $326.3万 | 14.8万股 | -4,710股-3.19% | 减仓 |
| IiShares安硕信托GVI |
| 2.18% | 1.75% | $319.1万 | 3.0万股 | $261.6万 | 2.5万股 | +4,925股+19.67% | 加仓 |
 CVS健康CVS |
| 1.99% | 1.83% | $291.6万 | 3.9万股 | $274.3万 | 4.0万股 | -1,078股-2.71% | 减仓 |
 亚马逊AMZN |
| 1.86% | 1.81% | $272.3万 | 1.2万股 | $271.8万 | 1.2万股 | +10股+0.08% | 加仓 |
| N新纪元能源NEE |
| 1.81% | 1.6% | $264.5万 | 3.5万股 | $239.5万 | 3.5万股 | +540股+1.57% | 加仓 |
| Q高通QCOM |
| 1.77% | 1.69% | $258.3万 | 1.6万股 | $252.7万 | 1.6万股 | -342股-2.16% | 减仓 |
 辉瑞PFE |
| 1.74% | 1.53% | $255.1万 | 10.0万股 | $229.6万 | 9.5万股 | +5,410股+5.71% | 加仓 |
 联合健康UNH |
| 1.69% | 1.52% | $246.9万 | 7,150股 | $228.1万 | 7,312股 | -162股-2.22% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.63% | 1.69% | $238.6万 | 9.8万股 | $253.3万 | 10.4万股 | -6,100股-5.87% | 减仓 |
 威瑞森VZ |
| 1.62% | 1.2% | $237.0万 | 5.4万股 | $179.8万 | 4.2万股 | +1.2万股+29.74% | 加仓 |
 雪佛龙CVX |
| 1.54% | 1.5% | $225.7万 | 1.5万股 | $225.3万 | 1.6万股 | -1,205股-7.66% | 减仓 |
| G通用动力VTI |
| 1.38% | 1.24% | $202.5万 | 6,170股 | $185.8万 | 6,112股 | +58股+0.95% | 加仓 |
| PPGIM SHORT DUR HIG YLD OPP FD COMSDHY |
| 1.38% | 3.23% | $201.7万 | 12.1万股 | $483.8万 | 28.7万股 | -16.7万股-58.02% | 减仓 |
 麦当劳MCD |
| 1.35% | 1.3% | $198.1万 | 6,519股 | $195.4万 | 6,687股 | -168股-2.51% | 减仓 |
 沃尔玛WMT |
| 1.3% | 1.21% | $189.5万 | 1.8万股 | $180.7万 | 1.8万股 | -100股-0.54% | 减仓 |
 雷神技术RTX |
| 1.27% | 1.24% | $186.5万 | 1.1万股 | $185.8万 | 1.3万股 | -1,580股-12.42% | 减仓 |
 思科CSCO |
| 1.25% | 1.26% | $183.2万 | 2.7万股 | $188.9万 | 2.7万股 | -450股-1.65% | 减仓 |
 Truist金融TFC |
| 1.25% | 1.19% | $182.7万 | 4.0万股 | $178.9万 | 4.2万股 | -1,655股-3.98% | 减仓 |
 雅培ABT |
| 1.16% | 1.3% | $169.6万 | 1.3万股 | $195.5万 | 1.4万股 | -1,711股-11.90% | 减仓 |
 百事可乐PEP |
| 0.87% | 0.93% | $127.7万 | 9,092股 | $139.8万 | 1.1万股 | -1,492股-14.10% | 减仓 |
 CARRIER GLOBALCARR |
| 0.86% | 0.9% | $125.8万 | 2.1万股 | $135.2万 | 1.8万股 | +2,602股+14.09% | 加仓 |
 谷歌AGOOGL |
| 0.82% | 0.62% | $120.4万 | 4,953股 | $92.7万 | 5,263股 | -310股-5.89% | 减仓 |
 NUVEEN AMT-FREE MUN VALUE FDNUW |
| 0.79% | 0.84% | $115.1万 | 8.1万股 | $126.0万 | 9.2万股 | -1.1万股-11.88% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.79% | 0.39% | $115.0万 | 1.3万股 | $57.7万 | 5,832股 | +6,747股+115.69% | 加仓 |
 KeyCorpKEY |
| 0.62% | 0.59% | $91.0万 | 4.9万股 | $88.7万 | 5.1万股 | -2,230股-4.38% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.57% | 0.55% | $83.6万 | 3.6万股 | $82.6万 | 3.6万股 | +87股+0.24% | 加仓 |
 美国合众银行USB |
| 0.56% | 0.53% | $82.4万 | 1.7万股 | $79.0万 | 1.7万股 | -410股-2.35% | 减仓 |
 博通AVGO |
| 0.52% | 0.42% | $76.2万 | 2,310股 | $63.7万 | 2,310股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.45% | 0.88% | $65.5万 | 2.3万股 | $131.6万 | 4.5万股 | -2.2万股-49.01% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.45% | 0.43% | $65.4万 | 7,497股 | $64.1万 | 7,847股 | -350股-4.46% | 减仓 |
| SSCHWAB HIGH YIELD BOND ETFSCYB |
| 0.38% | — | $55.5万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| SSPDR行业精选信托XLF |
| 0.37% | 0.35% | $54.1万 | 1.0万股 | $52.6万 | 1.0万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.35% | 0.31% | $50.7万 | 1.8万股 | $46.0万 | 1.8万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.28% | $48.4万 | 726股 | $42.0万 | 680股 | +46股+6.76% | 加仓 |
| S嘉信·USSCHX |
| 0.31% | 0.28% | $45.9万 | 1.7万股 | $42.6万 | 1.7万股 | 00.00% | 持仓不变 |
