 伯克希尔哈撒韦BRK.B |
| 7.33% | 7.13% | $4,345.8万 | 8.7万股 | $4,275.8万 | 8.9万股 | -2,378股-2.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.96% | 5.7% | $4,125.8万 | 11.7万股 | $3,420.1万 | 11.9万股 | -2,457股-2.06% | 减仓 |
 微软MSFT |
| 6.9% | 6.93% | $4,087.6万 | 11.0万股 | $4,155.1万 | 11.2万股 | -2,667股-2.38% | 减仓 |
| B纽约梅隆银行BK |
| 6.07% | 5.06% | $3,597.7万 | 24.9万股 | $3,033.1万 | 25.6万股 | -6,888股-2.69% | 减仓 |
| BBANK OF AMERBAC |
| 4.44% | 3.82% | $2,632.5万 | 46.2万股 | $2,294.3万 | 47.1万股 | -8,629股-1.83% | 减仓 |
 英特尔INTC |
| 3.91% | 2.17% | $2,317.9万 | 16.6万股 | $1,302.1万 | 29.5万股 | -12.9万股-43.74% | 减仓 |
 VisaV |
| 3.8% | 3.37% | $2,253.6万 | 6.6万股 | $2,021.3万 | 6.7万股 | -1,192股-1.78% | 减仓 |
| IiShares安硕信托SHYG |
| 3.45% | — | $2,045.7万 | 48.2万股 | $0 | 0股 | +48.2万股 | 新买入 |
| IiShares安硕·S&PIVE |
| 3.14% | 2.93% | $1,862.4万 | 8.2万股 | $1,756.8万 | 8.3万股 | -1,181股-1.42% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.92% | — | $1,732.8万 | 34.3万股 | $0 | 0股 | +34.3万股 | 新买入 |
 美国运通AXP |
| 2.82% | 2.55% | $1,669.5万 | 4.9万股 | $1,532.6万 | 5.1万股 | -1,312股-2.59% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.53% | — | $1,498.4万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 默沙东MRK |
| 2.5% | 2.34% | $1,480.4万 | 11.5万股 | $1,403.8万 | 11.7万股 | -1,490股-1.28% | 减仓 |
 雷神技术RTX |
| 2.29% | 2.33% | $1,354.6万 | 7.1万股 | $1,395.5万 | 7.2万股 | -949股-1.31% | 减仓 |
 诺华NVS |
| 2.19% | 2.15% | $1,300.3万 | 8.3万股 | $1,292.4万 | 8.5万股 | -1,635股-1.93% | 减仓 |
 GE VernovaGEV |
| 1.99% | 1.49% | $1,176.9万 | 1.0万股 | $895.1万 | 1.0万股 | -237股-2.31% | 减仓 |
 甲骨文ORCL |
| 1.95% | 1.98% | $1,154.2万 | 7.9万股 | $1,189.2万 | 8.1万股 | -2,076股-2.57% | 减仓 |
| IiShares安硕IEMG |
| 1.71% | 1.47% | $1,014.5万 | 12.2万股 | $882.0万 | 12.6万股 | -3,982股-3.15% | 减仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.66% | 1.27% | $983.9万 | 9.6万股 | $760.5万 | 9.7万股 | -507股-0.52% | 减仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 1.63% | 1.62% | $964.5万 | 39.7万股 | $970.8万 | 40.5万股 | -8,092股-2.00% | 减仓 |
 迪士尼DIS |
| 1.61% | 1.61% | $955.3万 | 9.9万股 | $968.6万 | 10.0万股 | -1,241股-1.23% | 减仓 |
| I景顺自营指数基金BSCQ |
| 1.57% | — | $929.9万 | 47.6万股 | $0 | 0股 | +47.6万股 | 新买入 |
 思科CSCO |
| 1.56% | 1.03% | $922.3万 | 7.9万股 | $615.0万 | 7.9万股 | -737股-0.93% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 1.54% | 1.42% | $910.9万 | 44.7万股 | $849.1万 | 41.6万股 | +3.1万股+7.50% | 加仓 |
 百事可乐PEP |
| 1.46% | 1.69% | $867.3万 | 6.4万股 | $1,014.5万 | 6.5万股 | -1,273股-1.95% | 减仓 |
| SSPDR行业精选信托XLRE |
| 1.44% | — | $853.6万 | 21.2万股 | $0 | 0股 | +21.2万股 | 新买入 |
| I景顺自营指数基金BSCR |
| 1.3% | — | $772.5万 | 39.4万股 | $0 | 0股 | +39.4万股 | 新买入 |
| SSPDR行业精选信托XLF |
| 1.24% | 1.14% | $736.9万 | 13.7万股 | $682.3万 | 13.8万股 | -748股-0.54% | 减仓 |
| IiShares安硕信托ITOT |
| 1.19% | 1.02% | $707.5万 | 4.3万股 | $613.0万 | 4.3万股 | +29股+0.07% | 加仓 |
| IiShares安硕·US REAL ESTATE ETFIYR |
| 1.13% | — | $667.3万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 联合太平洋铁路UNP |
| 1.1% | 1% | $651.0万 | 2.4万股 | $600.5万 | 2.5万股 | -816股-3.30% | 减仓 |
 强生JNJ |
| 0.97% | 0.94% | $572.9万 | 2.3万股 | $563.0万 | 2.3万股 | -473股-2.05% | 减仓 |
 宝洁PG |
| 0.95% | 0.94% | $565.2万 | 3.9万股 | $563.2万 | 3.9万股 | -447股-1.15% | 减仓 |
 博通AVGO |
| 0.93% | 0.83% | $553.6万 | 1.5万股 | $499.1万 | 1.6万股 | -1,472股-9.13% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.71% | 0.51% | $420.5万 | 1.7万股 | $306.6万 | 1.7万股 | -233股-1.38% | 减仓 |
 艾伯维ABBV |
| 0.71% | 0.61% | $420.3万 | 1.7万股 | $365.9万 | 1.7万股 | -119股-0.71% | 减仓 |
| IiShares安硕信托IVW |
| 0.66% | 0.57% | $390.4万 | 2.8万股 | $339.2万 | 3.0万股 | -1,599股-5.33% | 减仓 |
| IiShares安硕信托IBDT |
| 0.57% | — | $337.1万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
 埃克森美孚XOM |
| 0.54% | 0.68% | $320.4万 | 2.3万股 | $407.6万 | 2.4万股 | -584股-2.43% | 减仓 |
| I景顺自营指数基金BSCS |
| 0.54% | 0.25% | $318.1万 | 15.6万股 | $147.8万 | 7.2万股 | +8.4万股+115.83% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.48% | — | $286.1万 | 12.4万股 | $0 | 0股 | +12.4万股 | 新买入 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.44% | 0.39% | $262.8万 | 7.5万股 | $234.2万 | 7.7万股 | -1,310股-1.71% | 减仓 |
| C花旗集团C |
| 0.44% | 0.35% | $259.7万 | 1.9万股 | $211.4万 | 1.9万股 | -84股-0.45% | 减仓 |
 礼来LLY |
| 0.39% | 0.3% | $231.5万 | 1,930股 | $177.5万 | 1,930股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.33% | 0.3% | $198.1万 | 1.2万股 | $179.2万 | 1.2万股 | +263股+2.15% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.31% | 0.21% | $183.0万 | 9,604股 | $126.7万 | 9,531股 | +73股+0.77% | 加仓 |
| IISHARES U.S. CONSUMER STAPLES ETFIYK |
| 0.31% | 0.3% | $182.1万 | 2.5万股 | $182.2万 | 2.6万股 | -952股-3.66% | 减仓 |
 苹果AAPL |
| 0.3% | 0.26% | $176.9万 | 6,113股 | $158.1万 | 6,228股 | -115股-1.85% | 减仓 |
| IiShares安硕信托USRT |
| 0.29% | 0.24% | $172.2万 | 2.6万股 | $146.0万 | 2.5万股 | +1,249股+5.06% | 加仓 |
 英伟达NVDA |
| 0.28% | 0.35% | $168.9万 | 8,439股 | $209.7万 | 1.2万股 | -3,584股-29.81% | 减仓 |
