 苹果AAPL |
| 7.21% | 6.98% | $1.64亿 | 94.2万股 | $1.71亿 | 96.1万股 | -1.9万股-2.03% | 减仓 |
 微软MSFT |
| 4.6% | 4.71% | $1.05亿 | 34.0万股 | $1.15亿 | 34.3万股 | -2,416股-0.71% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.26% | 4.16% | $9,700.8万 | 202.0万股 | $1.02亿 | 199.2万股 | +2.8万股+1.40% | 加仓 |
 谷歌AGOOGL |
| 2.92% | 2.82% | $6,666.3万 | 2.4万股 | $6,890.6万 | 2.4万股 | +183股+0.77% | 加仓 |
| IiShares安硕信托IVV |
| 2.36% | 2.27% | $5,390.4万 | 11.9万股 | $5,556.4万 | 11.6万股 | +2,322股+1.99% | 加仓 |
| IiShares安硕信托IJJ |
| 2.17% | 2% | $4,945.6万 | 45.1万股 | $4,902.6万 | 44.3万股 | +8,120股+1.83% | 加仓 |
 家得宝HD |
| 2.13% | 2.74% | $4,865.6万 | 16.3万股 | $6,709.5万 | 16.2万股 | +879股+0.54% | 加仓 |
 摩根大通JPM |
| 1.92% | 2.09% | $4,370.2万 | 32.1万股 | $5,117.8万 | 32.3万股 | -2,611股-0.81% | 减仓 |
 礼来LLY |
| 1.91% | 1.72% | $4,343.4万 | 15.2万股 | $4,200.2万 | 15.2万股 | -391股-0.26% | 减仓 |
 雪佛龙CVX |
| 1.85% | 1.2% | $4,227.3万 | 26.0万股 | $2,937.9万 | 25.0万股 | +9,258股+3.70% | 加仓 |
| WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 1.7% | 1.55% | $3,870.6万 | 72.6万股 | $3,799.1万 | 71.8万股 | +8,281股+1.15% | 加仓 |
 强生JNJ |
| 1.6% | 1.45% | $3,658.0万 | 20.6万股 | $3,541.4万 | 20.7万股 | -623股-0.30% | 减仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 1.57% | 1.43% | $3,571.8万 | 42.9万股 | $3,502.5万 | 41.3万股 | +1.5万股+3.68% | 加仓 |
 万事达MA |
| 1.46% | 1.35% | $3,333.1万 | 9.3万股 | $3,313.8万 | 9.2万股 | +1,040股+1.13% | 加仓 |
 ADOBE COMADBE |
| 1.33% | 1.49% | $3,042.0万 | 6.7万股 | $3,648.8万 | 6.4万股 | +2,420股+3.76% | 加仓 |
 沃尔玛WMT |
| 1.31% | 1.18% | $2,996.9万 | 20.0万股 | $2,881.2万 | 19.8万股 | +2,115股+1.07% | 加仓 |
 联合健康UNH |
| 1.21% | 1.09% | $2,759.1万 | 5.4万股 | $2,669.5万 | 5.3万股 | +940股+1.77% | 加仓 |
| D发现金融DFS |
| 1.18% | 1.13% | $2,686.1万 | 24.4万股 | $2,765.5万 | 23.9万股 | +4,453股+1.86% | 加仓 |
 百事可乐PEP |
| 1.18% | 1.15% | $2,682.0万 | 16.0万股 | $2,800.9万 | 16.0万股 | -18股-0.01% | 减仓 |
| F第一信托交易所交易基金VIDEED |
| 1.17% | 1.33% | $2,664.2万 | 110.4万股 | $3,241.7万 | 126.1万股 | -15.8万股-12.50% | 减仓 |
 迪士尼DIS |
| 1.12% | 1.18% | $2,561.6万 | 18.7万股 | $2,887.2万 | 18.6万股 | +356股+0.19% | 加仓 |
| IiShares安硕信托IQLT |
| 1.12% | 1.07% | $2,552.9万 | 69.2万股 | $2,627.0万 | 66.7万股 | +2.5万股+3.80% | 加仓 |
 思科CSCO |
| 1.07% | 1.1% | $2,433.5万 | 43.6万股 | $2,699.1万 | 42.6万股 | +1.1万股+2.47% | 加仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 1.03% | 1.22% | $2,351.2万 | 47.0万股 | $2,990.3万 | 58.3万股 | -11.3万股-19.38% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 0.99% | 2.3% | $2,266.4万 | 44.8万股 | $5,618.2万 | 110.0万股 | -65.3万股-59.32% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.99% | 0.97% | $2,255.2万 | 7.9万股 | $2,379.3万 | 8.0万股 | -853股-1.07% | 减仓 |
 EASTMAN CHEMEMN |
| 0.96% | 0.94% | $2,179.6万 | 19.3万股 | $2,303.0万 | 18.9万股 | +3,914股+2.07% | 加仓 |
 麦当劳MCD |
| 0.95% | 0.94% | $2,169.0万 | 8.8万股 | $2,307.7万 | 8.6万股 | +1,633股+1.90% | 加仓 |
| IiShares安硕信托STIP |
| 0.95% | 0.93% | $2,166.8万 | 20.6万股 | $2,286.4万 | 21.6万股 | -9,459股-4.38% | 减仓 |
 博通AVGO |
| 0.95% | 0.91% | $2,161.4万 | 3.4万股 | $2,215.3万 | 3.3万股 | +1,034股+3.11% | 加仓 |
| BBANK OF AMERBAC |
| 0.91% | 0.94% | $2,080.9万 | 50.5万股 | $2,294.1万 | 51.6万股 | -1.1万股-2.10% | 减仓 |
 艾默生电气EMR |
| 0.89% | 0.77% | $2,033.9万 | 20.7万股 | $1,873.2万 | 20.1万股 | +5,952股+2.95% | 加仓 |
 亚马逊AMZN |
| 0.88% | 0.78% | $2,016.6万 | 6,186股 | $1,897.3万 | 5,690股 | +496股+8.72% | 加仓 |
| PPIMCO太平洋投资管理ETFLDUR |
| 0.88% | 0.9% | $2,015.7万 | 20.7万股 | $2,208.2万 | 21.9万股 | -1.3万股-5.78% | 减仓 |
 默沙东MRK |
| 0.88% | 0.79% | $2,015.1万 | 24.3万股 | $1,935.2万 | 25.0万股 | -6,785股-2.71% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.88% | 0.82% | $2,007.0万 | 42.9万股 | $2,016.3万 | 40.1万股 | +2.8万股+7.01% | 加仓 |
| IiShares安硕·MSCIQUAL |
| 0.87% | 0.87% | $1,981.0万 | 14.7万股 | $2,132.3万 | 14.6万股 | +651股+0.44% | 加仓 |
 贝莱德·INC COMBLK |
| 0.82% | 0.89% | $1,867.3万 | 2.4万股 | $2,185.6万 | 2.4万股 | +564股+2.36% | 加仓 |
 联合包裹UPSUPS |
| 0.8% | 0.73% | $1,823.7万 | 8.5万股 | $1,776.5万 | 8.3万股 | +2,157股+2.60% | 加仓 |
| J摩根大通交易所交易基金JVAL |
| 0.79% | 0.75% | $1,798.8万 | 48.7万股 | $1,831.3万 | 47.7万股 | +9,895股+2.08% | 加仓 |
 嘉信理财SCHW |
| 0.78% | 0.71% | $1,789.2万 | 21.2万股 | $1,746.8万 | 20.8万股 | +4,518股+2.18% | 加仓 |
 英特尔INTC |
| 0.75% | 1.13% | $1,710.9万 | 34.5万股 | $2,753.3万 | 53.5万股 | -18.9万股-35.43% | 减仓 |
 Meta平台META |
| 0.75% | 1.05% | $1,700.3万 | 7.6万股 | $2,563.6万 | 7.6万股 | +245股+0.32% | 加仓 |
 洛克希德马丁LMT |
| 0.72% | 0.51% | $1,648.7万 | 3.7万股 | $1,241.9万 | 3.5万股 | +2,408股+6.89% | 加仓 |
 保德信金融PRU |
| 0.7% | 0.58% | $1,592.0万 | 13.5万股 | $1,429.4万 | 13.2万股 | +2,662股+2.02% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.68% | 0.7% | $1,558.7万 | 21.2万股 | $1,705.1万 | 21.6万股 | -4,497股-2.08% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.68% | 2.06% | $1,543.1万 | 30.7万股 | $5,040.1万 | 99.8万股 | -69.1万股-69.25% | 减仓 |
 MascoMAS |
| 0.66% | 0.84% | $1,514.6万 | 29.7万股 | $2,064.3万 | 29.4万股 | +3,007股+1.02% | 加仓 |
 Elevance健康ELV |
| 0.66% | 0.58% | $1,495.0万 | 3.0万股 | $1,415.4万 | 3.1万股 | -99股-0.32% | 减仓 |
 威瑞森VZ |
| 0.63% | 0.58% | $1,433.2万 | 28.1万股 | $1,430.1万 | 27.5万股 | +6,113股+2.22% | 加仓 |
