 苹果AAPL |
| 4.75% | 8.46% | $1,903.3万 | 6.6万股 | $1,708.1万 | 6.7万股 | -1,527股-2.27% | 减仓 |
 宝洁PG |
| 4.59% | — | $1,838.0万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 美国合众银行USB |
| 4.15% | — | $1,661.6万 | 27.5万股 | $0 | 0股 | +27.5万股 | 新买入 |
 微软MSFT |
| 3.33% | — | $1,334.2万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 摩根大通JPM |
| 2.4% | 4.32% | $961.8万 | 2.9万股 | $873.2万 | 3.0万股 | -302股-1.02% | 减仓 |
 礼来LLY |
| 2.39% | — | $958.0万 | 7,987股 | $0 | 0股 | +7,987股 | 新买入 |
 沃尔玛WMT |
| 1.99% | — | $798.7万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 强生JNJ |
| 1.71% | — | $684.7万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 思科CSCO |
| 1.59% | 2.2% | $638.9万 | 5.4万股 | $444.6万 | 5.7万股 | -2,906股-5.07% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.58% | 2.97% | $634.0万 | 13.5万股 | $599.5万 | 12.7万股 | +7,737股+6.08% | 加仓 |
 卡特彼勒CAT |
| 1.54% | — | $619.0万 | 5,813股 | $0 | 0股 | +5,813股 | 新买入 |
 CINCINNATI FINL COMCINF |
| 1.5% | — | $600.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 艾伯维ABBV |
| 1.33% | 2.32% | $533.9万 | 2.1万股 | $469.1万 | 2.2万股 | -349股-1.62% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.11% | 2.18% | $446.6万 | 1.7万股 | $439.8万 | 1.8万股 | -653股-3.67% | 减仓 |
 好事达ALL |
| 1.08% | 1.89% | $434.7万 | 1.8万股 | $381.5万 | 1.8万股 | -131股-0.71% | 减仓 |
 CHUBB LIMITEDCB |
| 1.08% | 2.07% | $432.3万 | 1.3万股 | $418.4万 | 1.3万股 | -150股-1.17% | 减仓 |
 AMD超威AMD |
| 1.06% | 0.77% | $426.6万 | 7,344股 | $156.4万 | 7,687股 | -343股-4.46% | 减仓 |
 英伟达NVDA |
| 1.05% | 1.8% | $419.3万 | 2.1万股 | $363.4万 | 2.1万股 | +118股+0.57% | 加仓 |
| MMorgan Stanley Etf Trust Eaton Vance Total Return BondEVTR |
| 1.03% | 1.86% | $414.5万 | 8.2万股 | $375.7万 | 7.4万股 | +7,707股+10.41% | 加仓 |
 科磊KLAC |
| 1.02% | — | $409.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 1% | 1.62% | $402.4万 | 1.0万股 | $327.8万 | 1.0万股 | -171股-1.66% | 减仓 |
 雪佛龙CVX |
| 0.97% | — | $390.5万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| AAvantis·U SAVUV |
| 0.97% | 1.69% | $389.9万 | 3.1万股 | $341.3万 | 3.1万股 | +364股+1.18% | 加仓 |
 谷歌AGOOGL |
| 0.96% | 1.49% | $384.5万 | 1.1万股 | $301.7万 | 1.0万股 | +270股+2.57% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 1.54% | $375.6万 | 1.1万股 | $312.0万 | 1.1万股 | -245股-2.25% | 减仓 |
 默沙东MRK |
| 0.92% | 1.71% | $367.6万 | 2.9万股 | $344.5万 | 2.9万股 | -30股-0.10% | 减仓 |
| IInnovator ETF信托BUFB |
| 0.83% | 1.3% | $334.2万 | 8.5万股 | $263.3万 | 7.3万股 | +1.2万股+15.94% | 加仓 |
 迪尔DE |
| 0.82% | — | $329.3万 | 5,192股 | $0 | 0股 | +5,192股 | 新买入 |
 伊顿ETN |
| 0.81% | 1.37% | $326.7万 | 7,666股 | $277.7万 | 7,763股 | -97股-1.25% | 减仓 |
 美光科技MU |
| 0.81% | — | $324.0万 | 2,807股 | $0 | 0股 | +2,807股 | 新买入 |
| F第一信托交易所交易基金FYC |
| 0.77% | 1.27% | $309.6万 | 2.3万股 | $257.3万 | 2.3万股 | +2股+0.01% | 加仓 |
 卡梅科CCJ |
| 0.77% | 1.63% | $306.9万 | 3.0万股 | $329.4万 | 3.0万股 | -200股-0.66% | 减仓 |
 博通AVGO |
| 0.74% | 1.23% | $296.4万 | 7,847股 | $247.7万 | 8,004股 | -157股-1.96% | 减仓 |
| V先锋领航指数基金VOO |
| 0.72% | 0.38% | $287.5万 | 4,186股 | $76.6万 | 1,327股 | +2,859股+215.45% | 加仓 |
| S嘉信策略信托SCHC |
| 0.71% | — | $285.8万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| BBahl & Gaynor Small/Mid Cap Income Growth ETFSMIG |
| 0.7% | 1.25% | $281.6万 | 8.6万股 | $251.9万 | 8.6万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.69% | 1.72% | $276.4万 | 2.0万股 | $346.5万 | 2.0万股 | -201股-0.98% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 0.68% | 1.16% | $270.7万 | 10.3万股 | $234.2万 | 8.9万股 | +1.4万股+15.95% | 加仓 |
 台积电TSM |
| 0.67% | — | $269.6万 | 5,646股 | $0 | 0股 | +5,646股 | 新买入 |
 麦当劳MCD |
| 0.65% | — | $261.5万 | 9,672股 | $0 | 0股 | +9,672股 | 新买入 |
| TT. ROWE PRICE SMALL-MID CAP ETFTMSL |
| 0.63% | 0.96% | $254.1万 | 5.8万股 | $194.9万 | 5.3万股 | +4,797股+9.03% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.63% | 1.23% | $252.2万 | 4.5万股 | $247.5万 | 4.4万股 | +983股+2.25% | 加仓 |
| J摩根大通·SHORT DURATION CORE PLUS ETFJSCP |
| 0.62% | 1.19% | $248.4万 | 5.3万股 | $240.8万 | 5.1万股 | +1,771股+3.48% | 加仓 |
| IiShares安硕信托AGG |
| 0.61% | — | $245.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 0.61% | 1.04% | $243.6万 | 1.1万股 | $210.9万 | 1.1万股 | +455股+4.14% | 加仓 |
 亚马逊AMZN |
| 0.6% | 1.03% | $242.1万 | 1.0万股 | $207.2万 | 9,947股 | +209股+2.10% | 加仓 |
 可口可乐KO |
| 0.56% | — | $224.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 0.55% | — | $220.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| PPacer基金信托COWZ |
| 0.55% | 1.03% | $219.3万 | 3.5万股 | $207.6万 | 3.3万股 | +2,074股+6.25% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 0.52% | 0.88% | $208.0万 | 2.1万股 | $178.2万 | 2.1万股 | +16股+0.08% | 加仓 |
