 美国运通AXP |
| 10.8% | 11.08% | $2,100.8万 | 6.2万股 | $1,897.2万 | 6.3万股 | -613股-0.98% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 7.7% | 8.39% | $1,497.7万 | 20股 | $1,436.3万 | 20股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 7.5% | 6.01% | $1,458.3万 | 2.1万股 | $1,028.9万 | 1.7万股 | +4,015股+23.32% | 加仓 |
 苹果AAPL |
| 3.81% | 3.8% | $740.1万 | 2.6万股 | $651.2万 | 2.6万股 | -81股-0.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.99% | 3.24% | $580.7万 | 1.2万股 | $553.9万 | 1.2万股 | +46股+0.40% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.76% | 2.13% | $537.0万 | 7.5万股 | $365.2万 | 5.7万股 | +1.8万股+32.25% | 加仓 |
 家得宝HD |
| 2.54% | 2.68% | $494.5万 | 1.4万股 | $458.9万 | 1.4万股 | +68股+0.49% | 加仓 |
| IiShares安硕·COREIJR |
| 2.5% | 1.77% | $486.0万 | 3.3万股 | $303.7万 | 2.4万股 | +8,345股+34.16% | 加仓 |
| PProShares信托IQMM |
| 2.43% | — | $472.6万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 阿默普莱斯AMP |
| 2.39% | 2.64% | $465.5万 | 1.0万股 | $451.1万 | 1.0万股 | -4股-0.04% | 减仓 |
 通用动力GD |
| 2.23% | 2.46% | $434.0万 | 1.2万股 | $420.5万 | 1.2万股 | 00.00% | 持仓不变 |
 高盛GS |
| 2.07% | 1.97% | $402.8万 | 3,983股 | $336.9万 | 3,983股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.91% | 2.06% | $371.1万 | 1.5万股 | $353.0万 | 1.4万股 | +169股+1.17% | 加仓 |
 微软MSFT |
| 1.89% | 2.23% | $368.4万 | 9,875股 | $382.3万 | 1.0万股 | -453股-4.39% | 减仓 |
| BBANK OF AMERBAC |
| 1.64% | 1.58% | $319.1万 | 5.6万股 | $270.2万 | 5.5万股 | +584股+1.05% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.61% | 1.21% | $313.9万 | 6.1万股 | $206.8万 | 4.4万股 | +1.7万股+37.50% | 加仓 |
 亚马逊AMZN |
| 1.5% | 1.7% | $292.2万 | 1.2万股 | $291.2万 | 1.4万股 | -1,719股-12.30% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 1.5% | 1.57% | $291.3万 | 3.5万股 | $268.9万 | 3.3万股 | +2,904股+8.92% | 加仓 |
 Phillips 66PSX |
| 1.4% | 1.72% | $272.6万 | 1.6万股 | $293.9万 | 1.6万股 | -8股-0.05% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.37% | 1.39% | $266.8万 | 7,551股 | $238.3万 | 8,309股 | -758股-9.12% | 减仓 |
| IiShares安硕信托ITOT |
| 1.22% | 1.24% | $236.8万 | 1.4万股 | $212.4万 | 1.5万股 | -499股-3.35% | 减仓 |
 英伟达NVDA |
| 1.12% | 1.08% | $218.3万 | 1.1万股 | $185.2万 | 1.1万股 | +291股+2.74% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.08% | 1.14% | $210.1万 | 1.2万股 | $194.4万 | 1.2万股 | -147股-1.25% | 减仓 |
| S嘉信·USSCHP |
| 0.99% | 1.03% | $193.0万 | 7.3万股 | $176.0万 | 6.6万股 | +6,721股+10.16% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.99% | 1.03% | $192.9万 | 7.4万股 | $176.5万 | 6.7万股 | +6,408股+9.55% | 加仓 |
 AMD超威AMD |
| 0.95% | 0.35% | $183.9万 | 3,166股 | $59.7万 | 2,937股 | +229股+7.80% | 加仓 |
| IiShares安硕信托GVI |
| 0.86% | 0.87% | $167.4万 | 1.6万股 | $149.7万 | 1.4万股 | +1,444股+10.24% | 加仓 |
| IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ |
| 0.81% | 0.62% | $158.3万 | 1.9万股 | $106.1万 | 1.4万股 | +5,714股+42.24% | 加仓 |
| IiShares安硕信托LQD |
| 0.74% | 0.77% | $143.5万 | 1.3万股 | $131.8万 | 1.2万股 | +1,062股+8.78% | 加仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.74% | — | $143.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.72% | 0.63% | $140.0万 | 4,622股 | $108.0万 | 4,545股 | +77股+1.69% | 加仓 |
| V先锋领航·TOTALBNDX |
| 0.65% | 0.62% | $127.0万 | 2.6万股 | $105.4万 | 2.2万股 | +4,279股+19.50% | 加仓 |
| AAPPLOVINAPP |
| 0.62% | 0.61% | $120.0万 | 2,329股 | $104.7万 | 2,631股 | -302股-11.48% | 减仓 |
| IiShares安硕信托HYG |
| 0.61% | 0.63% | $118.6万 | 1.5万股 | $108.0万 | 1.4万股 | +1,254股+9.23% | 加仓 |
| AAT&TT |
| 0.6% | 0.92% | $116.0万 | 5.6万股 | $158.3万 | 5.5万股 | +1,433股+2.62% | 加仓 |
| EEA SERIES TRUSTSHOC |
| 0.6% | 0.47% | $115.9万 | 9,502股 | $81.0万 | 1.1万股 | -1,748股-15.54% | 减仓 |
| N新纪元能源NEE |
| 0.59% | 0.7% | $115.0万 | 1.3万股 | $119.2万 | 1.3万股 | +278股+2.17% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.58% | 0.65% | $113.3万 | 9,704股 | $111.4万 | 9,621股 | +83股+0.86% | 加仓 |
 卡梅科CCJ |
| 0.56% | 0.68% | $109.4万 | 1.1万股 | $116.9万 | 1.1万股 | -30股-0.28% | 减仓 |
 谷歌AGOOGL |
| 0.55% | 0.51% | $106.9万 | 2,991股 | $87.8万 | 3,054股 | -63股-2.06% | 减仓 |
 雪佛龙CVX |
| 0.54% | 0.77% | $105.9万 | 6,388股 | $131.5万 | 6,357股 | +31股+0.49% | 加仓 |
 iShares安硕·MBSACGL |
| 0.53% | 0.55% | $103.4万 | 1.1万股 | $94.8万 | 9,984股 | +961股+9.63% | 加仓 |
 Meta平台META |
| 0.52% | 0.57% | $101.4万 | 1,801股 | $97.2万 | 1,700股 | +101股+5.94% | 加仓 |
| EEA SERIES TRUSTBOXX |
| 0.51% | — | $100.1万 | 8,546股 | $0 | 0股 | +8,546股 | 新买入 |
 艾伯维ABBV |
| 0.51% | 0.49% | $99.3万 | 3,945股 | $83.5万 | 3,839股 | +106股+2.76% | 加仓 |
 威瑞森VZ |
| 0.49% | 0.66% | $96.0万 | 2.3万股 | $112.6万 | 2.2万股 | +246股+1.10% | 加仓 |
 PROGRESSIVEPGR |
| 0.47% | 0.48% | $91.6万 | 4,194股 | $81.7万 | 4,123股 | +71股+1.72% | 加仓 |
 埃克森美孚XOM |
| 0.47% | 0.81% | $91.6万 | 6,700股 | $138.8万 | 8,180股 | -1,480股-18.09% | 减仓 |
 摩根大通JPM |
| 0.45% | 0.44% | $87.2万 | 2,664股 | $75.8万 | 2,577股 | +87股+3.38% | 加仓 |
| C花旗集团C |
| 0.45% | 0.4% | $87.1万 | 6,221股 | $68.3万 | 6,020股 | +201股+3.34% | 加仓 |
