 可口可乐KO |
| 10.72% | 10.84% | $3,678.8万 | 45.3万股 | $3,445.9万 | 45.3万股 | -449股-0.10% | 减仓 |
 Vulcan材料VMC |
| 9.22% | 9.18% | $3,161.2万 | 10.7万股 | $2,918.8万 | 10.7万股 | -36股-0.03% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 9.18% | 8.58% | $3,150.3万 | 25.4万股 | $2,729.2万 | 6.4万股 | +19.0万股+296.38% | 加仓 |
| IiShares安硕信托IWD |
| 7.77% | 7.46% | $2,664.4万 | 11.0万股 | $2,372.1万 | 11.1万股 | -1,111股-1.00% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 5.78% | 5.55% | $1,982.7万 | 18.0万股 | $1,763.4万 | 18.1万股 | -1,649股-0.91% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.91% | 3.83% | $1,342.6万 | 18.8万股 | $1,217.0万 | 19.0万股 | -1,486股-0.78% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.87% | 2.86% | $985.8万 | 16.5万股 | $908.2万 | 16.8万股 | -2,879股-1.71% | 减仓 |
| NNORTHERN LTS FD TR IIWCPB |
| 2.53% | 2.65% | $869.0万 | 34.3万股 | $841.5万 | 33.3万股 | +1.0万股+3.03% | 加仓 |
| IiShares安硕信托EEM |
| 2.39% | 2.19% | $818.2万 | 12.0万股 | $695.7万 | 12.3万股 | -2,910股-2.38% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 2.15% | 1.94% | $738.8万 | 2.5万股 | $615.9万 | 2.5万股 | -246股-0.99% | 减仓 |
| V先锋领航债券指数基金BLV |
| 2.01% | 2.1% | $687.9万 | 10.0万股 | $668.8万 | 9.7万股 | +2,556股+2.63% | 加仓 |
 苹果AAPL |
| 1.89% | 1.87% | $649.4万 | 2.2万股 | $595.8万 | 2.3万股 | -1,034股-4.40% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.83% | 1.93% | $627.5万 | 6.2万股 | $614.3万 | 6.1万股 | +1,172股+1.92% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.8% | 2.18% | $618.2万 | 8.2万股 | $691.9万 | 9.1万股 | -9,771股-10.68% | 减仓 |
 英伟达NVDA |
| 1.31% | 1.3% | $447.7万 | 2.2万股 | $413.3万 | 2.4万股 | -1,325股-5.59% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.16% | 1.2% | $398.0万 | 3.8万股 | $382.0万 | 3.9万股 | -1,019股-2.59% | 减仓 |
 微软MSFT |
| 1.05% | 1.01% | $361.5万 | 9,690股 | $319.7万 | 8,636股 | +1,054股+12.20% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.04% | 1% | $355.6万 | 2.3万股 | $317.8万 | 2.3万股 | -316股-1.38% | 减仓 |
 礼来LLY |
| 0.94% | 0.54% | $323.2万 | 2,695股 | $171.3万 | 1,862股 | +833股+44.74% | 加仓 |
 强生JNJ |
| 0.92% | 1.01% | $315.5万 | 1.2万股 | $320.3万 | 1.3万股 | -680股-5.19% | 减仓 |
 思科CSCO |
| 0.91% | 0.87% | $312.4万 | 2.7万股 | $275.3万 | 3.5万股 | -8,881股-25.03% | 减仓 |
 VisaV |
| 0.84% | 0.82% | $287.0万 | 8,365股 | $260.3万 | 8,611股 | -246股-2.86% | 减仓 |
| N新纪元能源NEE |
| 0.75% | 0.92% | $258.6万 | 2.9万股 | $291.6万 | 3.1万股 | -1,937股-6.17% | 减仓 |
 谷歌AGOOGL |
| 0.75% | 0.66% | $257.3万 | 7,201股 | $210.6万 | 7,322股 | -121股-1.65% | 减仓 |
 万事达MA |
| 0.72% | 0.47% | $245.9万 | 4,788股 | $148.7万 | 2,976股 | +1,812股+60.89% | 加仓 |
| V先锋领航·MIDVO |
| 0.69% | 0.72% | $236.6万 | 2.9万股 | $228.7万 | 7,964股 | +2.1万股+268.70% | 加仓 |
| PPGIM ETF TRPHYL |
| 0.68% | 0.73% | $234.3万 | 6.7万股 | $232.8万 | 6.7万股 | -48股-0.07% | 减仓 |
 ILLINOIS TOOLITW |
| 0.68% | 0.73% | $234.1万 | 8,655股 | $232.2万 | 8,922股 | -267股-2.99% | 减仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.68% | 0.61% | $232.9万 | 1.9万股 | $192.8万 | 1.9万股 | -64股-0.33% | 减仓 |
 家得宝HD |
| 0.66% | 0.69% | $226.4万 | 6,420股 | $220.7万 | 6,711股 | -291股-4.34% | 减仓 |
 博通AVGO |
| 0.66% | 0.6% | $226.3万 | 5,990股 | $189.6万 | 6,125股 | -135股-2.20% | 减仓 |
 贝莱德·INC COMBLK |
| 0.61% | 0.67% | $210.2万 | 2,186股 | $213.2万 | 2,217股 | -31股-1.40% | 减仓 |
 麦当劳MCD |
| 0.6% | 0.76% | $207.0万 | 7,659股 | $242.1万 | 7,791股 | -132股-1.69% | 减仓 |
 宝洁PG |
| 0.58% | 0.61% | $199.0万 | 1.4万股 | $193.8万 | 1.3万股 | +156股+1.16% | 加仓 |
 标普全球SPGI |
| 0.58% | 0.08% | $198.5万 | 4,873股 | $24.2万 | 568股 | +4,305股+757.92% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.57% | 0.61% | $193.9万 | 3.4万股 | $193.4万 | 3.4万股 | -31股-0.09% | 减仓 |
 雅培ABT |
| 0.56% | 0.62% | $191.6万 | 2.1万股 | $198.5万 | 1.9万股 | +1,782股+9.22% | 加仓 |
 好市多COST |
| 0.55% | 0.64% | $187.2万 | 2,001股 | $203.2万 | 2,039股 | -38股-1.86% | 减仓 |
 PAYCHEX COMPAYX |
| 0.53% | 0.5% | $182.9万 | 1.9万股 | $157.5万 | 1.7万股 | +1,497股+8.75% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.53% | 0.6% | $182.2万 | 1.4万股 | $191.0万 | 1.4万股 | -194股-1.38% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.52% | 0.74% | $180.1万 | 1.5万股 | $234.9万 | 1.5万股 | -308股-2.06% | 减仓 |
 亚马逊AMZN |
| 0.48% | 0.47% | $165.4万 | 6,941股 | $150.5万 | 7,227股 | -286股-3.96% | 减仓 |
 林德LIN |
| 0.47% | 0.49% | $160.0万 | 3,083股 | $156.4万 | 3,154股 | -71股-2.25% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.45% | 0.47% | $155.7万 | 3,921股 | $148.2万 | 4,657股 | -736股-15.80% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.44% | $152.7万 | 4,664股 | $138.7万 | 4,714股 | -50股-1.06% | 减仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.42% | 0.4% | $143.2万 | 4,227股 | $128.4万 | 4,351股 | -124股-2.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.35% | $138.5万 | 3,920股 | $110.5万 | 3,851股 | +69股+1.79% | 加仓 |
 沃尔玛WMT |
| 0.4% | 0.49% | $138.0万 | 1.2万股 | $157.0万 | 1.3万股 | -450股-3.56% | 减仓 |
 FEDERAL RLTY INVT TR NEWFRT |
| 0.38% | 0.37% | $131.1万 | 1.1万股 | $116.4万 | 1.1万股 | -335股-3.06% | 减仓 |
 艺康ECL |
| 0.38% | 0.4% | $130.4万 | 4,681股 | $126.7万 | 4,764股 | -83股-1.74% | 减仓 |
