 微软MSFT |
| 4.98% | 4.91% | $7,518.6万 | 20.2万股 | $7,500.4万 | 20.3万股 | -1,063股-0.52% | 减仓 |
 苹果AAPL |
| 4.92% | 4.5% | $7,423.0万 | 25.7万股 | $6,873.1万 | 27.1万股 | -1.4万股-5.27% | 减仓 |
 谷歌AGOOGL |
| 3.35% | 2.76% | $5,062.7万 | 14.2万股 | $4,209.3万 | 14.6万股 | -4,717股-3.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.24% | 2.72% | $4,894.5万 | 13.9万股 | $4,151.5万 | 14.5万股 | -6,197股-4.28% | 减仓 |
| FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR |
| 3.07% | 3.35% | $4,637.5万 | 94.1万股 | $5,111.7万 | 92.7万股 | +1.4万股+1.55% | 加仓 |
 卡特彼勒CAT |
| 2.71% | 1.86% | $4,093.2万 | 3.8万股 | $2,839.3万 | 4.0万股 | -1,639股-4.09% | 减仓 |
 摩根大通JPM |
| 2.66% | 2.41% | $4,019.2万 | 12.3万股 | $3,677.2万 | 12.5万股 | -2,219股-1.78% | 减仓 |
| IiShares安硕信托EFG |
| 2.41% | 2.13% | $3,632.1万 | 29.2万股 | $3,245.0万 | 29.1万股 | +550股+0.19% | 加仓 |
 特灵科技TT |
| 1.82% | 1.54% | $2,750.5万 | 5.6万股 | $2,357.2万 | 5.7万股 | -561股-0.99% | 减仓 |
 强生JNJ |
| 1.75% | 1.73% | $2,647.6万 | 10.4万股 | $2,641.0万 | 10.8万股 | -3,792股-3.51% | 减仓 |
 亚马逊AMZN |
| 1.52% | 1.34% | $2,293.5万 | 9.6万股 | $2,050.3万 | 9.8万股 | -2,218股-2.25% | 减仓 |
 埃克森美孚XOM |
| 1.42% | 1.87% | $2,146.1万 | 15.7万股 | $2,849.1万 | 16.8万股 | -1.1万股-6.53% | 减仓 |
 LOWES COS COMLOW |
| 1.32% | 1.41% | $1,987.9万 | 9.0万股 | $2,149.4万 | 9.1万股 | -812股-0.89% | 减仓 |
 迪尔DE |
| 1.27% | 1.12% | $1,913.2万 | 3.0万股 | $1,705.6万 | 3.0万股 | -118股-0.39% | 减仓 |
 思科CSCO |
| 1.18% | 0.78% | $1,786.0万 | 15.2万股 | $1,187.6万 | 15.3万股 | -1,008股-0.66% | 减仓 |
| V先锋领航指数基金VOO |
| 1.17% | 0.61% | $1,761.0万 | 2.6万股 | $925.6万 | 1.5万股 | +1.0万股+65.53% | 加仓 |
 宝洁PG |
| 1.12% | 1.15% | $1,698.8万 | 11.6万股 | $1,748.1万 | 12.1万股 | -5,177股-4.28% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.1% | 1.16% | $1,660.2万 | 3.3万股 | $1,769.3万 | 3.7万股 | -3,744股-10.14% | 减仓 |
 麦当劳MCD |
| 1.09% | 1.26% | $1,647.6万 | 6.1万股 | $1,918.2万 | 6.2万股 | -766股-1.24% | 减仓 |
 雷神技术RTX |
| 1.03% | 1.06% | $1,553.2万 | 8.2万股 | $1,623.9万 | 8.4万股 | -2,318股-2.75% | 减仓 |
| IIBMIBM |
| 0.94% | 0.86% | $1,416.6万 | 5.0万股 | $1,311.4万 | 5.4万股 | -3,728股-6.89% | 减仓 |
 沃尔玛WMT |
| 0.91% | 1.04% | $1,378.4万 | 12.2万股 | $1,583.1万 | 12.7万股 | -5,676股-4.46% | 减仓 |
 英伟达NVDA |
| 0.91% | 0.82% | $1,373.6万 | 6.9万股 | $1,244.8万 | 7.1万股 | -2,729股-3.82% | 减仓 |
| IiShares安硕信托STIP |
| 0.91% | 0.88% | $1,372.2万 | 13.4万股 | $1,349.6万 | 13.0万股 | +3,828股+2.93% | 加仓 |
 雪佛龙CVX |
| 0.88% | 1.11% | $1,323.8万 | 8.0万股 | $1,699.9万 | 8.2万股 | -2,299股-2.80% | 减仓 |
 NBT BANCORPNBTB |
| 0.85% | 0.73% | $1,290.8万 | 26.1万股 | $1,109.1万 | 26.0万股 | +978股+0.38% | 加仓 |
 好市多COST |
| 0.85% | 0.92% | $1,288.9万 | 1.4万股 | $1,411.0万 | 1.4万股 | -383股-2.70% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.84% | 0.84% | $1,266.1万 | 24.2万股 | $1,287.0万 | 24.5万股 | -3,292股-1.34% | 减仓 |
 艾伯维ABBV |
| 0.83% | 0.73% | $1,257.5万 | 5.0万股 | $1,111.8万 | 5.1万股 | -1,148股-2.25% | 减仓 |
| SSPDR道富系列信托SDY |
| 0.82% | 0.78% | $1,234.5万 | 8.1万股 | $1,196.0万 | 8.2万股 | -830股-1.01% | 减仓 |
 礼来LLY |
| 0.8% | 0.52% | $1,214.5万 | 1.0万股 | $798.2万 | 8,678股 | +1,447股+16.67% | 加仓 |
 PALO ALTOPANW |
| 0.79% | 0.34% | $1,200.5万 | 3.5万股 | $516.1万 | 3.2万股 | +3,010股+9.35% | 加仓 |
 默沙东MRK |
| 0.75% | 0.71% | $1,125.4万 | 8.8万股 | $1,081.4万 | 9.0万股 | -2,313股-2.57% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.69% | 0.61% | $1,041.6万 | 1.5万股 | $938.0万 | 1.5万股 | -400股-2.63% | 减仓 |
 TJXTJX |
| 0.68% | 0.7% | $1,020.7万 | 6.7万股 | $1,070.7万 | 6.7万股 | +330股+0.49% | 加仓 |
 高盛GS |
| 0.66% | 0.55% | $993.9万 | 9,827股 | $836.3万 | 9,886股 | -59股-0.60% | 减仓 |
 联合太平洋铁路UNP |
| 0.65% | 0.58% | $981.9万 | 3.6万股 | $879.0万 | 3.6万股 | -133股-0.37% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.65% | 0.57% | $981.6万 | 1.3万股 | $870.8万 | 1.3万股 | -245股-1.83% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.65% | 0.56% | $981.6万 | 3.3万股 | $847.5万 | 3.4万股 | -1,502股-4.40% | 减仓 |
 固安捷GWW |
| 0.64% | 0.52% | $965.2万 | 7,095股 | $793.9万 | 7,278股 | -183股-2.51% | 减仓 |
 百事可乐PEP |
| 0.62% | 0.72% | $931.2万 | 6.9万股 | $1,100.5万 | 7.1万股 | -2,092股-2.95% | 减仓 |
| IiShares安硕信托IEFA |
| 0.59% | 0.56% | $892.9万 | 9.2万股 | $851.7万 | 9.4万股 | -1,625股-1.73% | 减仓 |
 雅培ABT |
| 0.58% | 0.66% | $871.5万 | 9.6万股 | $1,010.0万 | 9.8万股 | -2,329股-2.37% | 减仓 |
| S嘉信策略信托SCHD |
| 0.57% | 0.55% | $864.4万 | 27.3万股 | $840.8万 | 27.4万股 | -1,450股-0.53% | 减仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.55% | 0.82% | $824.4万 | 12.7万股 | $1,244.4万 | 19.2万股 | -6.5万股-33.89% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.54% | 0.41% | $814.3万 | 4.6万股 | $623.5万 | 4.6万股 | +14股+0.03% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.54% | 0.49% | $808.2万 | 7.8万股 | $753.1万 | 7.8万股 | +260股+0.34% | 加仓 |
 DANAHER DEL COMDHR |
| 0.51% | 0.5% | $767.8万 | 4.0万股 | $758.7万 | 4.0万股 | +295股+0.74% | 加仓 |
 ADPADP |
| 0.51% | 0.49% | $765.3万 | 3.4万股 | $754.5万 | 3.7万股 | -2,963股-7.98% | 减仓 |
 标普全球SPGI |
| 0.48% | 0.5% | $723.0万 | 1.8万股 | $770.3万 | 1.8万股 | -357股-1.97% | 减仓 |
