 苹果AAPL |
| 4.6% | 4.43% | $625.1万 | 2.2万股 | $548.1万 | 2.2万股 | +5股+0.02% | 加仓 |
| SSPDR黄金信托GLD |
| 4.56% | 5.77% | $619.8万 | 1.7万股 | $715.1万 | 1.7万股 | +206股+1.24% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.32% | 3.83% | $587.8万 | 1.2万股 | $474.0万 | 9,891股 | +1,856股+18.76% | 加仓 |
 亚马逊AMZN |
| 3.55% | 3.41% | $483.0万 | 2.0万股 | $422.1万 | 2.0万股 | -4股-0.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.38% | 3.19% | $459.6万 | 6,154股 | $395.4万 | 6,080股 | +74股+1.22% | 加仓 |
| S嘉信·USSCHX |
| 3.28% | 3.14% | $446.1万 | 15.2万股 | $388.4万 | 15.1万股 | +95股+0.06% | 加仓 |
 CORNERSTONE STRATEGIC INVESTME COMCLM |
| 2.8% | 2.62% | $381.0万 | 50.4万股 | $323.9万 | 44.5万股 | +5.9万股+13.28% | 加仓 |
| IiShares安硕信托TLT |
| 2.29% | 2.41% | $311.3万 | 3.6万股 | $297.9万 | 3.4万股 | +1,656股+4.82% | 加仓 |
| IiShares安硕信托PFF |
| 2.19% | 2.42% | $298.5万 | 9.8万股 | $299.7万 | 9.9万股 | -950股-0.96% | 减仓 |
| S嘉信策略信托SCHM |
| 2.01% | 1.84% | $273.2万 | 7.4万股 | $227.4万 | 7.3万股 | +625股+0.85% | 加仓 |
| I景顺交易所交易基金IISPHD |
| 1.96% | 2.03% | $266.9万 | 5.2万股 | $251.8万 | 5.1万股 | +1,738股+3.42% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.92% | 1.78% | $261.5万 | 7,400股 | $220.7万 | 7,694股 | -294股-3.82% | 减仓 |
 摩根大通JPM |
| 1.81% | 1.79% | $246.1万 | 7,517股 | $221.1万 | 7,517股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 1.69% | 1.51% | $230.5万 | 6.4万股 | $186.8万 | 6.4万股 | -420股-0.65% | 减仓 |
 好市多COST |
| 1.65% | 1.93% | $224.2万 | 2,397股 | $239.2万 | 2,401股 | -4股-0.17% | 减仓 |
| S嘉信策略信托SCHF |
| 1.65% | 1.58% | $223.8万 | 8.1万股 | $195.9万 | 7.9万股 | +1,675股+2.12% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.62% | 1.77% | $220.9万 | 4.9万股 | $219.8万 | 4.8万股 | +816股+1.70% | 加仓 |
| V先锋领航全球基金VGT |
| 1.55% | 1.32% | $211.2万 | 1.8万股 | $163.8万 | 2,348股 | +1.5万股+652.56% | 加仓 |
 金佰利KMB |
| 1.41% | 1.31% | $191.4万 | 1.7万股 | $161.9万 | 1.7万股 | +650股+3.87% | 加仓 |
 MONGODB CL AMDB |
| 1.37% | 1.47% | $186.1万 | 5,539股 | $181.6万 | 7,420股 | -1,881股-25.35% | 减仓 |
 AMD超威AMD |
| 1.34% | 0.55% | $181.7万 | 3,128股 | $67.5万 | 3,320股 | -192股-5.78% | 减仓 |
 南方电力SO |
| 1.32% | 1.41% | $179.5万 | 1.9万股 | $175.0万 | 1.8万股 | +629股+3.47% | 加仓 |
 微软MSFT |
| 1.26% | 1.34% | $171.4万 | 4,594股 | $165.7万 | 4,477股 | +117股+2.61% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.19% | 1.15% | $162.2万 | 2,306股 | $142.2万 | 2,306股 | 00.00% | 持仓不变 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 1.19% | 1.34% | $161.9万 | 2.2万股 | $166.1万 | 2.2万股 | -715股-3.22% | 减仓 |
 强生JNJ |
| 1.13% | 1.19% | $154.1万 | 6,069股 | $148.0万 | 6,053股 | +16股+0.26% | 加仓 |
 卡特彼勒CAT |
| 1.07% | 0.8% | $145.9万 | 1,370股 | $98.5万 | 1,390股 | -20股-1.44% | 减仓 |
 COHEN &STEERS LTD DURATION PF COMLDP |
| 1.03% | 0.94% | $139.5万 | 6.6万股 | $116.5万 | 5.8万股 | +7,633股+13.09% | 加仓 |
 ROYCE SMALL CAP TRUST CFRVT |
| 1.02% | 1.03% | $138.6万 | 7.5万股 | $127.9万 | 7.7万股 | -2,000股-2.60% | 减仓 |
 TORTOISE ENERGY INFRSTRCTR CTYG |
| 0.99% | 1.15% | $134.2万 | 3.1万股 | $142.5万 | 2.9万股 | +2,720股+9.52% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.97% | 0.79% | $132.0万 | 6,929股 | $97.2万 | 7,316股 | -387股-5.29% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.94% | 1.09% | $128.3万 | 4.0万股 | $134.9万 | 4.0万股 | -79股-0.20% | 减仓 |
| S嘉信策略信托SCHE |
| 0.9% | 0.9% | $123.0万 | 3.4万股 | $112.1万 | 3.4万股 | -100股-0.29% | 减仓 |
 Meta平台META |
| 0.84% | 0.6% | $114.5万 | 2,032股 | $74.7万 | 1,305股 | +727股+55.71% | 加仓 |
 达美乐披萨DPZ |
| 0.82% | 0.56% | $111.6万 | 3,771股 | $68.9万 | 1,921股 | +1,850股+96.30% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.81% | 0.74% | $109.7万 | 1.3万股 | $91.6万 | 1.1万股 | +2,207股+19.94% | 加仓 |
| IiShares白银信托SLV |
| 0.78% | 1.22% | $106.8万 | 2.0万股 | $151.3万 | 2.2万股 | -2,241股-10.09% | 减仓 |
| I景顺QQQ信托VOO |
| 0.75% | — | $102.0万 | 1,385股 | $0 | 0股 | +1,385股 | 新买入 |
 AES COMAES |
| 0.71% | 0.87% | $96.4万 | 6.6万股 | $107.4万 | 7.6万股 | -1.0万股-13.74% | 减仓 |
 STARWOOD PPTY TRSTWD |
| 0.7% | 0.71% | $95.6万 | 5.8万股 | $88.4万 | 5.1万股 | +7,015股+13.66% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.69% | 0.6% | $94.1万 | 1.2万股 | $73.8万 | 9,315股 | +2,592股+27.83% | 加仓 |
 GE航空GE |
| 0.64% | 0.54% | $87.7万 | 2,346股 | $66.6万 | 2,346股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.63% | 0.52% | $85.8万 | 730股 | $63.8万 | 731股 | -1股-0.14% | 减仓 |
| UUNDER ARMOUR INC CLASS AUAA |
| 0.63% | 0.41% | $85.6万 | 13.4万股 | $50.4万 | 8.5万股 | +4.9万股+57.13% | 加仓 |
 ROYAL GOLD COMRGLD |
| 0.63% | 0.88% | $85.2万 | 4,269股 | $109.1万 | 4,288股 | -19股-0.44% | 减仓 |
 KEURIG DR PEPPER COMKDP |
| 0.62% | 0.58% | $83.9万 | 2.6万股 | $72.1万 | 2.7万股 | -1,753股-6.40% | 减仓 |
| V先锋领航·MIDVO |
| 0.61% | 0.6% | $83.4万 | 1.0万股 | $74.3万 | 2,588股 | +7,764股+300.00% | 加仓 |
| V先锋领航指数基金VB |
| 0.61% | 0.58% | $82.6万 | 2,726股 | $71.4万 | 2,726股 | 00.00% | 持仓不变 |
| IiShares安硕信托DVY |
| 0.6% | 0.63% | $81.1万 | 5,188股 | $78.6万 | 5,188股 | 00.00% | 持仓不变 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.57% | 0.54% | $77.3万 | 5,657股 | $67.0万 | 5,657股 | 00.00% | 持仓不变 |
