 苹果AAPL |
| 10.36% | 9.13% | $1,302.3万 | 5.1万股 | $1,002.6万 | 4.9万股 | +2,279股+4.66% | 加仓 |
 特斯拉TSLA |
| 5.67% | 4.69% | $713.4万 | 1.6万股 | $514.8万 | 1.6万股 | -166股-1.02% | 减仓 |
| PProShares信托QLD |
| 4.9% | 4.67% | $615.6万 | 4.5万股 | $512.7万 | 4.4万股 | +1,315股+3.02% | 加仓 |
 艾伯维ABBV |
| 4.67% | 4.27% | $587.4万 | 2.5万股 | $468.9万 | 2.5万股 | +111股+0.44% | 加仓 |
 LOWES COS COMLOW |
| 4.49% | 4.55% | $564.1万 | 2.2万股 | $499.3万 | 2.3万股 | -58股-0.26% | 减仓 |
| PProShares信托SSO |
| 4.48% | 4.34% | $563.6万 | 5.0万股 | $476.4万 | 4.9万股 | +1,515股+3.11% | 加仓 |
 微软MSFT |
| 4.35% | 4.72% | $547.0万 | 1.1万股 | $518.7万 | 1.0万股 | +132股+1.27% | 加仓 |
 摩根大通JPM |
| 4.21% | 4.47% | $528.7万 | 1.7万股 | $490.6万 | 1.7万股 | -159股-0.94% | 减仓 |
 家得宝HD |
| 3.62% | 3.73% | $455.5万 | 1.1万股 | $410.3万 | 1.1万股 | +51股+0.46% | 加仓 |
| PProShares信托UWM |
| 2.63% | 2.37% | $330.8万 | 7.1万股 | $260.7万 | 6.9万股 | +2,160股+3.12% | 加仓 |
 迪士尼DIS |
| 2.6% | 3.37% | $326.3万 | 2.9万股 | $370.6万 | 3.0万股 | -1,384股-4.63% | 减仓 |
 AMGEN COMAMGN |
| 2.19% | 2.5% | $275.3万 | 9,755股 | $274.6万 | 9,835股 | -80股-0.81% | 减仓 |
 史赛克SYK |
| 2.07% | 2.53% | $259.7万 | 7,026股 | $278.0万 | 7,026股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2% | 2.28% | $251.6万 | 1.1万股 | $250.7万 | 1.1万股 | +30股+0.26% | 加仓 |
 雅培ABT |
| 1.99% | 2.32% | $250.4万 | 1.9万股 | $254.3万 | 1.9万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.83% | 2.02% | $229.7万 | 4,568股 | $221.9万 | 4,568股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 1.65% | 1.87% | $208.0万 | 8,821股 | $205.1万 | 9,021股 | -200股-2.22% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.6% | 1.6% | $201.4万 | 3,023股 | $175.9万 | 2,848股 | +175股+6.14% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.23% | 1.03% | $155.2万 | 6,372股 | $113.4万 | 6,391股 | -19股-0.30% | 减仓 |
 雷神技术RTX |
| 1.19% | 1.18% | $149.6万 | 8,940股 | $129.4万 | 8,865股 | +75股+0.85% | 加仓 |
 VisaV |
| 1.08% | 1.29% | $136.4万 | 3,994股 | $141.8万 | 3,994股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 0.91% | 0.81% | $114.7万 | 2,715股 | $88.9万 | 2,715股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.91% | 0.79% | $113.9万 | 6,106股 | $86.8万 | 5,497股 | +609股+11.08% | 加仓 |
 杜克能源DUK |
| 0.9% | 0.94% | $113.4万 | 9,166股 | $103.5万 | 8,681股 | +485股+5.59% | 加仓 |
| IiShares安硕信托DGRO |
| 0.83% | 0.83% | $104.0万 | 1.5万股 | $91.1万 | 1.4万股 | +1,035股+7.27% | 加仓 |
 万事达MA |
| 0.77% | 0.87% | $96.6万 | 1,699股 | $95.5万 | 1,699股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.62% | 0.61% | $78.6万 | 2,210股 | $67.4万 | 2,210股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.62% | 0.46% | $78.4万 | 3,634股 | $50.9万 | 2,489股 | +1,145股+46.00% | 加仓 |
 通用动力GD |
| 0.61% | 0.59% | $76.7万 | 2,249股 | $64.7万 | 2,219股 | +30股+1.35% | 加仓 |
 迪尔DE |
| 0.6% | 0.73% | $75.0万 | 1,641股 | $80.4万 | 1,581股 | +60股+3.80% | 加仓 |
| G通用动力VTI |
| 0.59% | 0.49% | $74.1万 | 2,258股 | $54.2万 | 1,782股 | +476股+26.71% | 加仓 |
| IiShares安硕·COREIJH |
| 0.57% | 0.59% | $72.1万 | 1.1万股 | $65.0万 | 1.0万股 | +570股+5.44% | 加仓 |
 联合包裹UPSUPS |
| 0.56% | 0.81% | $71.0万 | 8,496股 | $88.6万 | 8,774股 | -278股-3.17% | 减仓 |
 渤健BIIB |
| 0.54% | 0.56% | $67.4万 | 4,810股 | $61.7万 | 4,910股 | -100股-2.04% | 减仓 |
 谷歌AGOOGL |
| 0.52% | 0.41% | $65.0万 | 2,672股 | $44.6万 | 2,532股 | +140股+5.53% | 加仓 |
 强生JNJ |
| 0.52% | 0.49% | $64.9万 | 3,498股 | $53.4万 | 3,496股 | +2股+0.06% | 加仓 |
| N新纪元能源NEE |
| 0.51% | 0.54% | $64.2万 | 8,505股 | $59.6万 | 8,589股 | -84股-0.98% | 减仓 |
 爱迪生联合电气ED |
| 0.51% | 0.58% | $63.9万 | 6,354股 | $63.8万 | 6,354股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.45% | 0.54% | $57.2万 | 2,590股 | $59.3万 | 2,590股 | 00.00% | 持仓不变 |
 阿里拉姆制药ALNY |
| 0.45% | 0.37% | $57.0万 | 1,250股 | $40.8万 | 1,250股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.45% | 0.49% | $56.3万 | 1,610股 | $53.5万 | 1,610股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.4% | 0.44% | $50.7万 | 1,670股 | $48.8万 | 1,670股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.4% | 0.37% | $50.4万 | 1,057股 | $41.0万 | 1,057股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.39% | 0.38% | $49.3万 | 987股 | $42.2万 | 911股 | +76股+8.34% | 加仓 |
| IiShares安硕信托TLT |
| 0.39% | — | $49.2万 | 5,500股 | $0 | 0股 | +5,500股 | 新买入 |
 霍尼韦尔HON |
| 0.39% | 0.45% | $49.1万 | 2,334股 | $49.1万 | 2,109股 | +225股+10.67% | 加仓 |
 NETFLIXNFLX |
| 0.39% | 0.5% | $49.0万 | 409股 | $54.8万 | 409股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.37% | 0.39% | $46.1万 | 4,100股 | $42.5万 | 4,100股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.37% | 0.25% | $46.1万 | 689股 | $27.7万 | 446股 | +243股+54.48% | 加仓 |
 宝洁PG |
| 0.36% | 0.42% | $45.0万 | 2,932股 | $46.6万 | 2,925股 | +7股+0.24% | 加仓 |
