 谷歌AGOOGL |
| 5.52% | 4.61% | $6,746.6万 | 18.9万股 | $5,273.2万 | 18.3万股 | +5,407股+2.95% | 加仓 |
 苹果AAPL |
| 4.82% | 4.58% | $5,888.9万 | 20.4万股 | $5,239.5万 | 20.6万股 | -2,937股-1.42% | 减仓 |
 英伟达NVDA |
| 4.14% | 3.61% | $5,057.7万 | 25.3万股 | $4,128.3万 | 23.7万股 | +1.6万股+6.79% | 加仓 |
 亚马逊AMZN |
| 3.85% | 3.47% | $4,705.0万 | 19.7万股 | $3,973.7万 | 19.1万股 | +6,612股+3.47% | 加仓 |
 微软MSFT |
| 3.01% | 3.15% | $3,673.4万 | 9.8万股 | $3,611.6万 | 9.8万股 | +911股+0.93% | 加仓 |
 Meta平台META |
| 2.83% | 3.01% | $3,457.7万 | 6.1万股 | $3,447.7万 | 6.0万股 | +1,124股+1.87% | 加仓 |
| IiShares安硕信托SGOV |
| 2.53% | 1.59% | $3,093.9万 | 30.7万股 | $1,820.3万 | 18.1万股 | +12.6万股+69.95% | 加仓 |
 美光科技MU |
| 2.39% | 6.33% | $2,915.9万 | 2.5万股 | $7,251.5万 | 21.5万股 | -18.9万股-88.23% | 减仓 |
 CrowdStrikeCRWD |
| 1.96% | 1.02% | $2,396.8万 | 3.1万股 | $1,163.6万 | 3.0万股 | +1,602股+5.37% | 加仓 |
 摩根大通交易所交易基金CET |
| 1.77% | 1.83% | $2,162.4万 | 42.9万股 | $2,093.6万 | 42.1万股 | +7,549股+1.79% | 加仓 |
 应用材料AMAT |
| 1.65% | 0.81% | $2,010.3万 | 2.8万股 | $930.9万 | 2.7万股 | +569股+2.09% | 加仓 |
 Arista网络ANET |
| 1.49% | 1.1% | $1,822.8万 | 10.7万股 | $1,255.6万 | 10.2万股 | +5,033股+4.92% | 加仓 |
 礼来LLY |
| 1.49% | 1.14% | $1,822.2万 | 1.5万股 | $1,302.0万 | 1.4万股 | +1,036股+7.32% | 加仓 |
 摩根大通JPM |
| 1.38% | 1.25% | $1,682.9万 | 5.1万股 | $1,435.7万 | 4.9万股 | +2,609股+5.35% | 加仓 |
 博通AVGO |
| 1.37% | 1.16% | $1,670.6万 | 4.4万股 | $1,328.7万 | 4.3万股 | +1,296股+3.02% | 加仓 |
| V先锋领航斯科茨代尔基金VONG |
| 1.33% | 1.02% | $1,627.7万 | 12.7万股 | $1,165.3万 | 10.6万股 | +2.1万股+19.88% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 1.3% | 1.36% | $1,586.0万 | 63.7万股 | $1,552.3万 | 62.7万股 | +1.1万股+1.72% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.24% | 1.04% | $1,514.4万 | 14.2万股 | $1,195.8万 | 12.8万股 | +1.5万股+11.67% | 加仓 |
 PALO ALTOPANW |
| 1.23% | 0.56% | $1,505.6万 | 4.4万股 | $638.3万 | 4.0万股 | +4,337股+10.89% | 加仓 |
| V先锋领航指数基金VOO |
| 1.07% | 1.05% | $1,309.0万 | 1.9万股 | $1,198.8万 | 2.0万股 | -1,004股-5.00% | 减仓 |
| S道富SPIB |
| 1.07% | 1.12% | $1,307.1万 | 39.1万股 | $1,282.2万 | 38.2万股 | +8,361股+2.19% | 加仓 |
 卡特彼勒CAT |
| 1.05% | 0.7% | $1,285.2万 | 1.2万股 | $802.6万 | 1.1万股 | +740股+6.53% | 加仓 |
 埃克森美孚XOM |
| 1.04% | 1.36% | $1,269.9万 | 9.3万股 | $1,558.2万 | 9.2万股 | +1,042股+1.13% | 加仓 |
 VisaV |
| 0.93% | 0.93% | $1,131.1万 | 3.3万股 | $1,060.1万 | 3.5万股 | -2,105股-6.00% | 减仓 |
| FFIRST TRUST NASDAQ BUYWRITE INCOME ETFFTQI |
| 0.92% | 0.89% | $1,122.7万 | 50.8万股 | $1,023.4万 | 51.4万股 | -5,526股-1.08% | 减仓 |
| PPRINCIPAL INVESTMENT GRADE CORPORATE ETFIG |
| 0.89% | 0.92% | $1,084.6万 | 52.5万股 | $1,051.1万 | 50.9万股 | +1.6万股+3.06% | 加仓 |
| NNORTHERN LIGHTS FD TRDUKZ |
| 0.86% | 0.88% | $1,044.8万 | 40.8万股 | $1,008.2万 | 40.5万股 | +3,286股+0.81% | 加仓 |
| CCOLUMBIA ETF TR ISBND |
| 0.85% | 0.89% | $1,035.6万 | 55.1万股 | $1,023.7万 | 54.5万股 | +6,054股+1.11% | 加仓 |
 特斯拉TSLA |
| 0.84% | 0.78% | $1,029.4万 | 2.4万股 | $887.3万 | 2.4万股 | +607股+2.54% | 加仓 |
| MMORGAN STANLEY ETF TRUSTEVLN |
| 0.84% | 0.87% | $1,024.8万 | 21.1万股 | $1,000.2万 | 20.8万股 | +3,695股+1.78% | 加仓 |
| TTHORNBURG ETF TRTMB |
| 0.83% | 0.84% | $1,011.3万 | 39.9万股 | $960.1万 | 37.6万股 | +2.3万股+6.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.8% | 0.78% | $981.9万 | 2.0万股 | $888.0万 | 1.9万股 | +1,092股+5.89% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.8% | 0.78% | $979.2万 | 5.0万股 | $896.8万 | 4.9万股 | +889股+1.83% | 加仓 |
| C花旗集团C |
| 0.79% | 0.63% | $961.9万 | 6.9万股 | $719.5万 | 6.3万股 | +5,282股+8.33% | 加仓 |
 阿斯麦ASML |
| 0.77% | 0.48% | $941.0万 | 4,730股 | $554.6万 | 4,199股 | +531股+12.65% | 加仓 |
| SSANDISK COMSNDK |
| 0.73% | 3.11% | $886.0万 | 3,897股 | $3,563.6万 | 5.6万股 | -5.2万股-93.05% | 减仓 |
 AMD超威AMD |
| 0.72% | 0.21% | $885.6万 | 1.5万股 | $244.5万 | 1.2万股 | +3,228股+26.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.62% | $880.3万 | 2.5万股 | $710.5万 | 2.5万股 | +145股+0.59% | 加仓 |
 好市多COST |
| 0.7% | 0.79% | $851.7万 | 9,105股 | $900.9万 | 9,042股 | +63股+0.70% | 加仓 |
 思科CSCO |
| 0.69% | 0.48% | $840.1万 | 7.2万股 | $544.9万 | 7.0万股 | +1,289股+1.84% | 加仓 |
| FFLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDHYGV |
| 0.63% | 0.66% | $771.0万 | 19.1万股 | $751.0万 | 18.7万股 | +4,022股+2.15% | 加仓 |
 联合健康UNH |
| 0.62% | 0.65% | $751.7万 | 1.8万股 | $744.5万 | 2.8万股 | -9,429股-34.27% | 减仓 |
| S道富SPYM |
| 0.61% | 0.39% | $739.4万 | 8.4万股 | $442.9万 | 5.8万股 | +2.6万股+45.40% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 0.6% | 0.63% | $738.5万 | 14.0万股 | $726.0万 | 13.9万股 | +1,300股+0.93% | 加仓 |
| F富达Covington信托FENI |
| 0.59% | 0.69% | $724.3万 | 18.0万股 | $786.0万 | 21.1万股 | -3.1万股-14.58% | 减仓 |
 林德LIN |
| 0.59% | 0.57% | $723.4万 | 1.4万股 | $656.2万 | 1.3万股 | +703股+5.31% | 加仓 |
| S嘉信策略信托SCHD |
| 0.58% | 0.63% | $713.0万 | 22.5万股 | $720.5万 | 23.5万股 | -9,979股-4.25% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.58% | 0.29% | $706.7万 | 3.7万股 | $329.4万 | 2.5万股 | +1.2万股+49.64% | 加仓 |
| EETF系列解决方案LODI |
| 0.54% | 0.51% | $658.1万 | 26.1万股 | $583.9万 | 23.2万股 | +3.0万股+12.77% | 加仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 0.52% | 0.48% | $636.3万 | 2.3万股 | $548.8万 | 2.3万股 | +31股+0.13% | 加仓 |
