 谷歌AGOOGL |
| 7.17% | 6.5% | $1,176.4万 | 3.3万股 | $967.5万 | 3.3万股 | +103股+0.31% | 加仓 |
| G通用动力VTI |
| 6.53% | 5.81% | $1,070.3万 | 2.9万股 | $865.9万 | 2.7万股 | +2,094股+7.80% | 加仓 |
 迪尔DE |
| 4.33% | 4.26% | $709.8万 | 1.1万股 | $634.0万 | 1.1万股 | 00.00% | 持仓不变 |
 万豪MAR |
| 3.09% | 3.02% | $507.3万 | 1.4万股 | $449.7万 | 1.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.01% | 2.89% | $494.0万 | 2.5万股 | $430.5万 | 2.4万股 | +219股+0.90% | 加仓 |
| IIBMIBM |
| 2.87% | 2.75% | $470.7万 | 1.7万股 | $408.9万 | 1.7万股 | 00.00% | 持仓不变 |
 BLACKROCK MUNIHLDNGS CALI COMMUC |
| 2.63% | 2.86% | $430.5万 | 39.2万股 | $425.5万 | 40.6万股 | -1.4万股-3.43% | 减仓 |
 贝莱德·MUNIHOLDINGS FD INMHD |
| 2.59% | 2.74% | $424.2万 | 35.6万股 | $408.7万 | 35.9万股 | -2,378股-0.66% | 减仓 |
 微软MSFT |
| 2.28% | 2.44% | $373.6万 | 1.0万股 | $362.8万 | 9,776股 | +240股+2.45% | 加仓 |
 亚马逊AMZN |
| 2.11% | 2.03% | $346.5万 | 1.5万股 | $302.5万 | 1.4万股 | +177股+1.23% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.06% | 1.89% | $337.1万 | 9,542股 | $281.1万 | 9,602股 | -60股-0.62% | 减仓 |
 苹果AAPL |
| 1.99% | 1.9% | $326.2万 | 1.1万股 | $282.6万 | 1.1万股 | +150股+1.35% | 加仓 |
| AAvantis·U SAVUV |
| 1.96% | 1.81% | $321.0万 | 2.6万股 | $269.6万 | 2.4万股 | +1,445股+5.95% | 加仓 |
 ROBLOX CL ARBLX |
| 1.95% | 2.2% | $319.0万 | 5.9万股 | $327.1万 | 5.6万股 | +2,158股+3.82% | 加仓 |
 AXON ENTERPRISEAXON |
| 1.82% | 1.41% | $298.7万 | 5,328股 | $210.0万 | 4,871股 | +457股+9.38% | 加仓 |
 沃尔玛WMT |
| 1.78% | 2.2% | $291.5万 | 2.6万股 | $327.8万 | 2.6万股 | -645股-2.44% | 减仓 |
| NNextPowerNXT |
| 1.75% | 2.05% | $286.4万 | 2.4万股 | $304.7万 | 2.5万股 | -700股-2.83% | 减仓 |
 甲骨文ORCL |
| 1.73% | 1.9% | $283.0万 | 1.9万股 | $282.6万 | 1.9万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 1.69% | 1.99% | $277.8万 | 1.8万股 | $296.3万 | 1.8万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 1.61% | 1.24% | $263.6万 | 1.4万股 | $184.3万 | 1.4万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.48% | 1.53% | $243.1万 | 3.0万股 | $227.3万 | 3.0万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 1.43% | 1.61% | $235.0万 | 2.1万股 | $240.5万 | 2.0万股 | +364股+1.80% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.4% | 0.71% | $229.4万 | 3.2万股 | $106.5万 | 1.6万股 | +1.6万股+95.99% | 加仓 |
 博通AVGO |
| 1.21% | 1.1% | $197.8万 | 5,235股 | $163.2万 | 5,239股 | -4股-0.08% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.18% | 1.19% | $193.2万 | 1.8万股 | $177.1万 | 1.8万股 | -616股-3.40% | 减仓 |
 Meta平台META |
| 1.17% | 1.3% | $191.7万 | 3,404股 | $193.8万 | 3,356股 | +48股+1.43% | 加仓 |
 赛富时CRM |
| 1.11% | 1.43% | $182.5万 | 1.2万股 | $212.6万 | 1.1万股 | +220股+1.92% | 加仓 |
| A美国世纪ETF信托AVUS |
| 1.07% | 1.03% | $174.8万 | 1.4万股 | $152.9万 | 1.4万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1.06% | 1.17% | $173.4万 | 1.8万股 | $175.0万 | 1.8万股 | 00.00% | 持仓不变 |
| WWESTERN AST INFL LKD OPP & IWIW |
| 0.99% | 1.1% | $161.8万 | 19.3万股 | $163.1万 | 19.3万股 | 00.00% | 持仓不变 |
| GGE医疗GEHC |
| 0.94% | 1.19% | $153.8万 | 2.4万股 | $177.5万 | 2.5万股 | -783股-3.16% | 减仓 |
 家得宝HD |
| 0.93% | 0.97% | $153.2万 | 4,344股 | $145.0万 | 4,374股 | -30股-0.69% | 减仓 |
 ADOBE COMADBE |
| 0.9% | 1.2% | $148.2万 | 7,228股 | $178.4万 | 7,401股 | -173股-2.34% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.9% | 0.86% | $147.8万 | 1.2万股 | $128.0万 | 2,975股 | +8,925股+300.00% | 加仓 |
| IiShares安硕信托IWV |
| 0.88% | 0.85% | $144.3万 | 3,383股 | $126.4万 | 3,383股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.85% | 0.48% | $140.1万 | 3,234股 | $72.0万 | 3,234股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.84% | 0.29% | $137.4万 | 1,190股 | $43.4万 | 1,190股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.78% | 1.36% | $128.4万 | 1.0万股 | $202.8万 | 1.0万股 | 00.00% | 持仓不变 |
| BBLACKROCK MUNIYIELD QUALITY FDXMQTX |
| 0.76% | 0.8% | $125.3万 | 11.3万股 | $119.9万 | 11.3万股 | +60股+0.05% | 加仓 |
 雪佛龙CVX |
| 0.76% | 1.02% | $124.9万 | 7,535股 | $152.0万 | 7,626股 | -91股-1.19% | 减仓 |
| IiShares黄金信托IAU |
| 0.75% | 0.98% | $122.8万 | 1.6万股 | $145.4万 | 1.6万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.74% | 0.74% | $121.7万 | 2,893股 | $110.0万 | 2,919股 | -26股-0.89% | 减仓 |
 NEUBERGER MUN FDNBH |
| 0.69% | 0.71% | $113.2万 | 10.7万股 | $106.2万 | 10.5万股 | +1,969股+1.87% | 加仓 |
| OONONON |
| 0.68% | 0.73% | $111.1万 | 3.1万股 | $109.4万 | 3.2万股 | -530股-1.66% | 减仓 |
 相干公司COHR |
| 0.65% | 0.46% | $107.3万 | 2,719股 | $68.5万 | 2,719股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.63% | 0.62% | $103.0万 | 3,146股 | $92.9万 | 3,148股 | -2股-0.06% | 减仓 |
 好市多COST |
| 0.57% | 0.67% | $92.9万 | 993股 | $99.3万 | 993股 | 00.00% | 持仓不变 |
 VisaV |
| 0.55% | 0.53% | $90.4万 | 2,635股 | $78.8万 | 2,635股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.54% | 0.28% | $89.0万 | 1,166股 | $41.3万 | 1,048股 | +118股+11.26% | 加仓 |
 雷神技术RTX |
| 0.54% | 0.61% | $88.6万 | 4,671股 | $91.4万 | 4,671股 | 00.00% | 持仓不变 |
