 微软MSFT |
| 9.83% | 9.34% | $619.8万 | 2.6万股 | $608.7万 | 2.6万股 | -290股-1.11% | 减仓 |
 苹果AAPL |
| 8.19% | 8.44% | $516.7万 | 4.0万股 | $549.5万 | 4.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托USRT |
| 5.84% | 10.56% | $368.0万 | 7.4万股 | $688.0万 | 14.5万股 | -7.0万股-48.62% | 减仓 |
 LOWES COS COMLOW |
| 4.63% | 4.23% | $292.1万 | 1.5万股 | $275.3万 | 1.5万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 3.53% | 2.43% | $222.9万 | 1.9万股 | $158.3万 | 1.9万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 3.11% | 2.79% | $196.3万 | 1.1万股 | $181.5万 | 1.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.86% | 2.19% | $180.2万 | 1.6万股 | $142.6万 | 1.6万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.37% | 2.17% | $149.7万 | 3,915股 | $141.4万 | 3,958股 | -43股-1.09% | 减仓 |
 谷歌AGOOGL |
| 2.31% | 2.43% | $145.8万 | 1.7万股 | $158.0万 | 1.7万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.11% | 1.79% | $133.3万 | 4,219股 | $116.4万 | 4,219股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 2.07% | 2.18% | $130.5万 | 1.5万股 | $141.7万 | 1.5万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 2.07% | 1.76% | $130.4万 | 2.1万股 | $114.8万 | 2.1万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 2.06% | 1.94% | $130.1万 | 4,900股 | $126.6万 | 4,900股 | 00.00% | 持仓不变 |
| V先锋领航·MIDVO |
| 2% | 1.91% | $126.2万 | 6,193股 | $124.2万 | 6,605股 | -412股-6.24% | 减仓 |
 VisaV |
| 1.89% | 1.56% | $119.0万 | 5,727股 | $101.7万 | 5,727股 | 00.00% | 持仓不变 |
 PPG工业PPG |
| 1.81% | 1.68% | $114.3万 | 9,094股 | $109.2万 | 9,863股 | -769股-7.80% | 减仓 |
 默沙东MRK |
| 1.81% | 1.37% | $114.3万 | 1.0万股 | $89.1万 | 1.0万股 | -38股-0.37% | 减仓 |
| IiShares安硕信托IWS |
| 1.8% | 2.4% | $113.8万 | 1.1万股 | $156.3万 | 1.6万股 | -5,471股-33.61% | 减仓 |
| IiShares安硕信托EFG |
| 1.79% | 1.5% | $113.1万 | 1.3万股 | $97.9万 | 1.3万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 1.76% | 1.73% | $110.7万 | 1.9万股 | $112.8万 | 1.9万股 | -568股-2.91% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.69% | 1.47% | $106.3万 | 1.1万股 | $95.5万 | 1.2万股 | -1,000股-8.70% | 减仓 |
 宝洁PG |
| 1.61% | 1.3% | $101.5万 | 6,700股 | $84.6万 | 6,700股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.53% | 1.38% | $96.4万 | 2,510股 | $90.2万 | 2,515股 | -5股-0.20% | 减仓 |
 辉瑞PFE |
| 1.5% | 1.24% | $94.5万 | 1.8万股 | $80.7万 | 1.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.45% | 1.89% | $91.4万 | 1.1万股 | $122.9万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 1.41% | 1.33% | $88.9万 | 9,394股 | $86.4万 | 9,908股 | -514股-5.19% | 减仓 |
 雪佛龙CVX |
| 1.28% | 0.99% | $80.8万 | 4,500股 | $64.7万 | 4,500股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.22% | 0.92% | $77.1万 | 5,747股 | $60.1万 | 5,747股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.2% | 1.16% | $75.4万 | 3,513股 | $75.3万 | 3,644股 | -131股-3.59% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.18% | 1.01% | $74.5万 | 5,135股 | $66.0万 | 5,135股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.15% | 2.81% | $72.6万 | 8,687股 | $182.9万 | 2.3万股 | -1.5万股-62.76% | 减仓 |
 联合太平洋铁路UNP |
| 1.12% | 1.02% | $70.4万 | 3,400股 | $66.2万 | 3,400股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWF |
| 1.05% | 1% | $66.3万 | 3,092股 | $65.1万 | 3,092股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 1.02% | 0.95% | $64.5万 | 4,562股 | $62.1万 | 4,562股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 1.02% | 0.84% | $64.5万 | 4,577股 | $54.4万 | 4,577股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 0.82% | $61.8万 | 2,000股 | $53.4万 | 2,000股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.96% | 0.84% | $60.6万 | 6,000股 | $54.8万 | 6,700股 | -700股-10.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.96% | 1% | $60.3万 | 6,800股 | $65.4万 | 6,800股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.9% | 0.86% | $56.6万 | 8,388股 | $56.2万 | 9,037股 | -649股-7.18% | 减仓 |
 麦当劳MCD |
| 0.84% | 0.71% | $52.7万 | 2,000股 | $46.1万 | 2,000股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.81% | 0.72% | $51.0万 | 3,600股 | $46.7万 | 3,600股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.8% | 0.73% | $50.7万 | 6,061股 | $47.5万 | 6,062股 | -1股-0.02% | 减仓 |
 百时美施贵宝BMY |
| 0.8% | 0.76% | $50.4万 | 7,000股 | $49.8万 | 7,000股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 0.74% | 0.82% | $46.5万 | 2,534股 | $53.7万 | 3,144股 | -610股-19.40% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.73% | 0.66% | $46.1万 | 1.1万股 | $43.0万 | 1.1万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.7% | 0.51% | $44.1万 | 5,400股 | $33.0万 | 5,400股 | 00.00% | 持仓不变 |
 第一资本COF |
| 0.69% | 0.66% | $43.4万 | 4,666股 | $43.0万 | 4,666股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWB |
| 0.67% | 0.68% | $42.3万 | 2,007股 | $44.5万 | 2,253股 | -246股-10.92% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.66% | 0.82% | $41.7万 | 6,355股 | $53.4万 | 9,530股 | -3,175股-33.32% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.61% | 0.56% | $38.4万 | 2,433股 | $36.4万 | 2,433股 | 00.00% | 持仓不变 |
