 微软MSFT |
| 4.84% | 1.89% | $492.2万 | 9,502股 | $464.1万 | 9,331股 | +171股+1.83% | 加仓 |
 谷歌AGOOGL |
| 3.74% | 1.12% | $380.3万 | 1.6万股 | $274.3万 | 1.6万股 | +80股+0.51% | 加仓 |
| WWORLD GOLD TRGLD |
| 3.66% | 0.56% | $372.5万 | 4.9万股 | $136.3万 | 2.1万股 | +2.8万股+134.36% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.48% | 1.15% | $353.9万 | 7,039股 | $282.8万 | 5,821股 | +1,218股+20.92% | 加仓 |
 苹果AAPL |
| 3.24% | 1.06% | $329.5万 | 1.3万股 | $260.5万 | 1.3万股 | +243股+1.91% | 加仓 |
| S道富SPYM |
| 3.07% | 1.38% | $311.9万 | 4.0万股 | $338.5万 | 4.7万股 | -6,668股-14.32% | 减仓 |
| SSPDR道富系列信托BILS |
| 2.82% | 0.93% | $286.6万 | 2.9万股 | $227.0万 | 2.3万股 | +5,973股+26.16% | 加仓 |
 VisaV |
| 2.81% | 1.16% | $286.0万 | 8,378股 | $284.4万 | 8,011股 | +367股+4.58% | 加仓 |
 霍尼韦尔HON |
| 2.72% | 1.18% | $277.0万 | 1.3万股 | $290.7万 | 1.2万股 | +677股+5.42% | 加仓 |
 亚马逊AMZN |
| 2.67% | 1.06% | $271.2万 | 1.2万股 | $260.0万 | 1.2万股 | +500股+4.22% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.65% | 0.54% | $269.7万 | 6.3万股 | $131.6万 | 3.3万股 | +3.1万股+94.30% | 加仓 |
 优步UBER |
| 2.61% | 1% | $265.6万 | 2.7万股 | $246.6万 | 2.6万股 | +685股+2.59% | 加仓 |
| B纽约梅隆银行BK |
| 2.56% | 0.87% | $260.8万 | 2.4万股 | $212.6万 | 2.3万股 | +596股+2.55% | 加仓 |
 甲骨文ORCL |
| 2.43% | 0.93% | $247.4万 | 8,795股 | $227.4万 | 1.0万股 | -1,606股-15.44% | 减仓 |
 嘉信理财SCHW |
| 2.38% | 0.92% | $242.0万 | 2.5万股 | $226.0万 | 2.5万股 | +578股+2.33% | 加仓 |
 台积电TSM |
| 2.27% | 0.76% | $230.8万 | 8,263股 | $185.5万 | 8,188股 | +75股+0.92% | 加仓 |
 安桥ENB |
| 2.1% | 1.09% | $214.2万 | 4.2万股 | $266.5万 | 5.9万股 | -1.6万股-27.94% | 减仓 |
 BOOKING COMBKNG |
| 2.09% | 0.93% | $212.7万 | 394股 | $228.1万 | 394股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.08% | 0.76% | $212.0万 | 1.9万股 | $186.0万 | 1.7万股 | +1,544股+8.95% | 加仓 |
 通用动力GD |
| 1.97% | 0.69% | $200.5万 | 5,880股 | $168.2万 | 5,766股 | +114股+1.98% | 加仓 |
 CrowdStrikeCRWD |
| 1.85% | 0.94% | $188.3万 | 3,839股 | $231.8万 | 4,551股 | -712股-15.64% | 减仓 |
| UUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
| 1.84% | 0.77% | $186.9万 | 3.2万股 | $188.8万 | 3.1万股 | +669股+2.17% | 加仓 |
 摩根大通JPM |
| 1.7% | 0.63% | $172.8万 | 5,478股 | $155.1万 | 5,351股 | +127股+2.37% | 加仓 |
| BBANK OF AMERBAC |
| 1.66% | 0.63% | $168.9万 | 3.3万股 | $154.7万 | 3.3万股 | +31股+0.09% | 加仓 |
 康菲石油COP |
| 1.56% | 0.61% | $158.7万 | 1.7万股 | $149.3万 | 1.7万股 | +137股+0.82% | 加仓 |
 万事达MA |
| 1.54% | 0.8% | $156.8万 | 2,756股 | $195.8万 | 3,581股 | -825股-23.04% | 减仓 |
 IQVIAIQV |
| 1.5% | 0.52% | $152.6万 | 8,036股 | $126.6万 | 8,036股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.48% | 0.62% | $150.9万 | 2,055股 | $151.7万 | 2,055股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 1.47% | 0.68% | $149.8万 | 4.8万股 | $167.8万 | 4.7万股 | +656股+1.40% | 加仓 |
| SSPDR道富系列信托SPYG |
| 1.45% | 0.56% | $147.5万 | 1.4万股 | $136.4万 | 1.4万股 | -199股-1.39% | 减仓 |
| S道富SPYV |
| 1.41% | 0.65% | $143.4万 | 2.6万股 | $160.1万 | 3.1万股 | -4,667股-15.26% | 减仓 |
 多佛DOV |
| 1.38% | — | $140.8万 | 8,442股 | $0 | 0股 | +8,442股 | 新买入 |
 雷神技术RTX |
| 1.38% | 0.49% | $140.5万 | 8,394股 | $119.2万 | 8,165股 | +229股+2.80% | 加仓 |
 百事可乐PEP |
| 1.28% | 0.5% | $130.3万 | 9,278股 | $121.8万 | 9,223股 | +55股+0.60% | 加仓 |
 Elevance健康ELV |
| 1.22% | 0.59% | $124.5万 | 3,854股 | $145.7万 | 3,746股 | +108股+2.88% | 加仓 |
 诺华NVS |
| 1.22% | 0.46% | $123.8万 | 9,656股 | $114.0万 | 9,422股 | +234股+2.48% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.21% | — | $123.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| BBECTON DICKINSON & COMBDX |
| 1.12% | 0.42% | $113.5万 | 6,065股 | $102.4万 | 5,943股 | +122股+2.05% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.05% | 0.41% | $106.4万 | 4,329股 | $100.5万 | 4,221股 | +108股+2.56% | 加仓 |
| SSANOFI SPONSORED ADRSNY |
| 1.04% | 0.43% | $105.9万 | 2.2万股 | $106.5万 | 2.2万股 | +397股+1.80% | 加仓 |
 迪士尼DIS |
| 1.02% | 64.13% | $104.1万 | 9,096股 | $1.57亿 | 126.9万股 | -126.0万股-99.28% | 减仓 |
| SSPDR道富系列信托SPYD |
| 1% | 0.48% | $101.2万 | 2.3万股 | $116.6万 | 2.7万股 | -4,324股-15.74% | 减仓 |
| J骏利亨德森JAAA |
| 0.94% | 0.43% | $95.2万 | 1.9万股 | $105.2万 | 2.1万股 | -1,944股-9.38% | 减仓 |
 欧特克ADSK |
| 0.84% | 0.33% | $85.3万 | 2,684股 | $81.7万 | 2,638股 | +46股+1.74% | 加仓 |
 赛富时CRM |
| 0.81% | 0.48% | $82.0万 | 3,461股 | $118.4万 | 4,343股 | -882股-20.31% | 减仓 |
 ADOBE COMADBE |
| 0.8% | 0.37% | $81.7万 | 2,316股 | $89.6万 | 2,316股 | 00.00% | 持仓不变 |
 DIAGEO SPON ADR NEWDEO |
| 0.78% | 0.34% | $79.5万 | 8,333股 | $82.4万 | 8,169股 | +164股+2.01% | 加仓 |
| VValaris LTD Non-Tradeable AssetVAL |
| 0.77% | 0.3% | $78.4万 | 1.6万股 | $73.5万 | 1.7万股 | -1,376股-7.88% | 减仓 |
| S道富SPAB |
| 0.75% | 0.27% | $75.9万 | 2.9万股 | $65.8万 | 2.6万股 | +3,753股+14.60% | 加仓 |
| XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR |
| 0.74% | 0.26% | $75.5万 | 2.3万股 | $63.1万 | 2.3万股 | 00.00% | 持仓不变 |
