 卡特彼勒CAT |
| 6.25% | 2.66% | $1,677.5万 | 1.6万股 | $1,138.0万 | 1.6万股 | -310股-1.93% | 减仓 |
 苹果AAPL |
| 5.19% | 3.4% | $1,394.4万 | 4.8万股 | $1,451.0万 | 5.7万股 | -8,981股-15.71% | 减仓 |
| V先锋领航指数基金VOO |
| 4.11% | 7.77% | $1,103.4万 | 1.6万股 | $3,319.7万 | 5.6万股 | -3.9万股-71.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.45% | 1.81% | $926.5万 | 2.6万股 | $773.7万 | 2.7万股 | -750股-2.78% | 减仓 |
 好市多COST |
| 3.13% | 2.26% | $841.5万 | 8,996股 | $965.9万 | 9,694股 | -698股-7.20% | 减仓 |
| LLincoln National Corp Common IndLNC |
| 2.89% | 1.83% | $776.2万 | 22.0万股 | $779.5万 | 22.0万股 | -12股-0.01% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.48% | 1.29% | $666.8万 | 2.2万股 | $552.0万 | 2.2万股 | -65股-0.29% | 减仓 |
 PENUMBRAPEN |
| 2.4% | 2.33% | $645.1万 | 2.0万股 | $995.2万 | 3.0万股 | -9,877股-32.59% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.01% | 1.42% | $540.1万 | 2.5万股 | $605.7万 | 3.2万股 | -6,174股-19.56% | 减仓 |
 强生JNJ |
| 1.92% | 1.48% | $516.2万 | 2.0万股 | $633.4万 | 2.6万股 | -5,586股-21.56% | 减仓 |
 VisaV |
| 1.87% | 1.22% | $502.2万 | 1.5万股 | $522.9万 | 1.7万股 | -2,663股-15.39% | 减仓 |
| V先锋领航·FTSEVEA |
| 1.7% | 0.98% | $456.3万 | 6.4万股 | $416.7万 | 6.5万股 | -994股-1.53% | 减仓 |
 摩托罗拉解决方案MSI |
| 1.7% | 1.36% | $455.3万 | 1.1万股 | $582.4万 | 1.3万股 | -2,456股-18.30% | 减仓 |
| S嘉信策略信托SCHD |
| 1.58% | 2.51% | $424.0万 | 13.4万股 | $1,071.4万 | 34.9万股 | -21.6万股-61.71% | 减仓 |
 亚马逊AMZN |
| 1.55% | 1.15% | $414.9万 | 1.7万股 | $490.4万 | 2.4万股 | -6,138股-26.07% | 减仓 |
 宝洁PG |
| 1.54% | 1.18% | $414.6万 | 2.8万股 | $505.1万 | 3.5万股 | -6,697股-19.15% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.53% | 0.9% | $410.5万 | 1.3万股 | $384.3万 | 1.3万股 | -339股-2.53% | 减仓 |
| IiShares安硕信托IEFA |
| 1.53% | 2.51% | $410.1万 | 4.2万股 | $1,070.4万 | 11.8万股 | -7.6万股-64.09% | 减仓 |
 可口可乐KO |
| 1.49% | 0.88% | $398.7万 | 4.9万股 | $375.7万 | 4.9万股 | -349股-0.71% | 减仓 |
| V先锋领航·TOTALBND |
| 1.39% | 0.73% | $372.4万 | 5.1万股 | $313.1万 | 4.3万股 | +8,212股+19.32% | 加仓 |
 微软MSFT |
| 1.38% | 1.15% | $369.7万 | 9,912股 | $490.5万 | 1.3万股 | -3,339股-25.20% | 减仓 |
 迪尔DE |
| 1.36% | 1.02% | $365.9万 | 5,768股 | $434.6万 | 7,715股 | -1,947股-25.24% | 减仓 |
| JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO |
| 1.32% | 1.12% | $354.5万 | 5.2万股 | $477.0万 | 7.5万股 | -2.2万股-29.72% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.19% | 0.67% | $319.8万 | 4,282股 | $287.6万 | 4,422股 | -140股-3.17% | 减仓 |
 麦当劳MCD |
| 1.12% | 0.98% | $301.7万 | 1.1万股 | $418.8万 | 1.3万股 | -2,311股-17.15% | 减仓 |
| IiShares安硕信托AGG |
| 1.09% | 4.23% | $291.4万 | 2.9万股 | $1,808.4万 | 18.2万股 | -15.3万股-83.84% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 1.01% | 0.44% | $270.1万 | 2.7万股 | $188.9万 | 2.2万股 | +5,045股+22.57% | 加仓 |
| V先锋领航·MIDVO |
| 1.01% | 3.99% | $269.8万 | 3.3万股 | $1,705.7万 | 5.9万股 | -2.6万股-43.61% | 减仓 |
| I景顺QQQ信托VOO |
| 1% | 1.65% | $268.8万 | 3,650股 | $706.2万 | 1.2万股 | -8,585股-70.17% | 减仓 |
| IiShares安硕·COREIJH |
| 1% | 0.49% | $267.4万 | 3.5万股 | $209.5万 | 3.1万股 | +3,647股+11.75% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.99% | 0.33% | $264.7万 | 5.2万股 | $142.7万 | 2.8万股 | +2.4万股+85.71% | 加仓 |
 雅培ABT |
| 0.97% | 0.83% | $261.1万 | 2.9万股 | $353.0万 | 3.4万股 | -5,609股-16.31% | 减仓 |
 联邦快递FDX |
| 0.96% | 0.69% | $257.9万 | 8,235股 | $293.3万 | 8,235股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.96% | 1.79% | $256.6万 | 1.7万股 | $765.0万 | 6.2万股 | -4.4万股-71.88% | 减仓 |
| V先锋领航指数基金VTV |
| 0.91% | 0.52% | $244.6万 | 1.1万股 | $223.2万 | 1.1万股 | -150股-1.32% | 减仓 |
 联合包裹UPSUPS |
| 0.8% | 0.45% | $213.9万 | 2.0万股 | $193.8万 | 2.0万股 | +197股+1.00% | 加仓 |
 DOLLAR GEN NEWDG |
| 0.78% | 0.51% | $209.7万 | 1.8万股 | $219.8万 | 1.9万股 | -300股-1.62% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.74% | 0.36% | $198.7万 | 3.9万股 | $154.4万 | 3.3万股 | +5,716股+17.18% | 加仓 |
 南方电力SO |
| 0.71% | 0.66% | $191.6万 | 2.0万股 | $280.4万 | 2.9万股 | -9,037股-31.11% | 减仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.7% | 0.39% | $189.0万 | 1.3万股 | $165.4万 | 1.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.68% | 1.02% | $183.2万 | 5,596股 | $436.4万 | 1.5万股 | -9,240股-62.28% | 减仓 |
 杜克能源DUK |
| 0.68% | 0.51% | $182.9万 | 1.4万股 | $216.3万 | 1.7万股 | -2,067股-12.52% | 减仓 |
| TT. ROWE PRICE INTERNATIONAL EQUITY ETFTOUS |
| 0.66% | 0.3% | $178.1万 | 4.6万股 | $130.1万 | 3.8万股 | +8,756股+23.25% | 加仓 |
 威瑞森VZ |
| 0.64% | 0.74% | $171.0万 | 4.0万股 | $315.5万 | 6.3万股 | -2.2万股-35.74% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.64% | 0.38% | $170.6万 | 1.6万股 | $161.3万 | 1.7万股 | -190股-1.14% | 减仓 |
 Truist金融TFC |
| 0.63% | 0.54% | $169.4万 | 3.4万股 | $232.6万 | 5.1万股 | -1.7万股-32.81% | 减仓 |
 辉瑞PFE |
| 0.61% | 0.44% | $164.7万 | 6.8万股 | $188.1万 | 6.7万股 | +1,402股+2.09% | 加仓 |
 默沙东MRK |
| 0.59% | 0.38% | $157.7万 | 1.2万股 | $161.0万 | 1.3万股 | -1,112股-8.31% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.59% | 0.48% | $157.6万 | 7,613股 | $204.1万 | 1.3万股 | -5,001股-39.65% | 减仓 |
 思科CSCO |
| 0.57% | 0.52% | $152.5万 | 1.3万股 | $220.4万 | 2.8万股 | -1.5万股-54.30% | 减仓 |
