| AAlphabet Inc Class CGOOG |
| 7.79% | 7.25% | $921.9万 | 2.6万股 | $793.8万 | 2.8万股 | -1,593股-5.76% | 减仓 |
 苹果AAPL |
| 6.34% | 5.8% | $750.1万 | 2.6万股 | $634.2万 | 2.5万股 | +955股+3.82% | 加仓 |
 OPTION CARE HEALTHOPCH |
| 6.15% | 7.73% | $727.4万 | 34.7万股 | $845.7万 | 31.4万股 | +3.3万股+10.38% | 加仓 |
 沃尔玛WMT |
| 4.46% | 5.46% | $528.1万 | 4.7万股 | $597.2万 | 4.8万股 | -1,429股-2.97% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 3.65% | 3.66% | $431.8万 | 8.5万股 | $400.3万 | 7.9万股 | +6,304股+7.97% | 加仓 |
| IiShares安硕信托DGRO |
| 3.57% | 3.45% | $421.8万 | 5.6万股 | $377.4万 | 5.4万股 | +1,879股+3.49% | 加仓 |
 强生JNJ |
| 3.33% | 3.42% | $394.3万 | 1.6万股 | $374.0万 | 1.5万股 | +228股+1.49% | 加仓 |
 高盛GS |
| 2.84% | 2.66% | $336.0万 | 3,322股 | $291.0万 | 3,440股 | -118股-3.43% | 减仓 |
 亚马逊AMZN |
| 2.81% | 3.01% | $333.0万 | 1.4万股 | $328.9万 | 1.6万股 | -1,820股-11.53% | 减仓 |
 摩根大通JPM |
| 2.73% | 2.99% | $323.3万 | 9,878股 | $327.7万 | 1.1万股 | -1,261股-11.32% | 减仓 |
| S嘉信策略信托SCHD |
| 2.18% | 2.26% | $257.5万 | 8.1万股 | $247.6万 | 8.1万股 | +499股+0.62% | 加仓 |
| A美国世纪ETF信托AVLV |
| 1.93% | 1.67% | $228.1万 | 2.5万股 | $182.4万 | 2.3万股 | +2,390股+10.57% | 加仓 |
 CrowdStrikeCRWD |
| 1.88% | 1.56% | $221.8万 | 2,907股 | $170.4万 | 4,365股 | -1,458股-33.40% | 减仓 |
| S嘉信策略信托SCHC |
| 1.7% | 1.69% | $201.4万 | 3.8万股 | $185.1万 | 3.8万股 | +350股+0.93% | 加仓 |
 英伟达NVDA |
| 1.7% | 1.6% | $201.3万 | 1.0万股 | $175.6万 | 1.0万股 | -5股-0.05% | 减仓 |
 好市多COST |
| 1.54% | 1.84% | $182.3万 | 1,949股 | $201.0万 | 2,017股 | -68股-3.37% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.54% | 1.43% | $182.0万 | 5.9万股 | $156.8万 | 5.6万股 | +2,228股+3.96% | 加仓 |
 AMGEN COMAMGN |
| 1.52% | 1.61% | $180.1万 | 4,975股 | $175.7万 | 4,994股 | -19股-0.38% | 减仓 |
| S道富XLI |
| 1.51% | 1.58% | $178.4万 | 9,633股 | $172.7万 | 1.1万股 | -1,045股-9.79% | 减仓 |
| EENERGY TRANSFER L PET |
| 1.32% | 1.42% | $156.2万 | 8.2万股 | $155.4万 | 8.1万股 | +1,200股+1.49% | 加仓 |
 雅培ABT |
| 1.32% | 1.55% | $155.7万 | 1.7万股 | $169.9万 | 1.7万股 | +611股+3.69% | 加仓 |
 WASTE MGMT DELWM |
| 1.17% | 1.3% | $138.8万 | 6,229股 | $142.7万 | 6,210股 | +19股+0.31% | 加仓 |
| T泰森食品TSN |
| 1.17% | 1.64% | $138.5万 | 2.4万股 | $179.7万 | 2.8万股 | -3,863股-13.77% | 减仓 |
 诺和诺德NVO |
| 1.15% | 0.68% | $135.9万 | 2.8万股 | $74.2万 | 2.0万股 | +8,180股+40.53% | 加仓 |
| S嘉信·USSCHX |
| 1.13% | 1.03% | $134.2万 | 4.6万股 | $113.2万 | 4.4万股 | +1,422股+3.22% | 加仓 |
 康宁GLW |
| 1.12% | 0.81% | $132.5万 | 5,186股 | $89.1万 | 6,555股 | -1,369股-20.88% | 减仓 |
 CAL MAINE FOODS COM NEWCALM |
| 1.04% | 1.02% | $122.7万 | 1.5万股 | $111.4万 | 1.4万股 | +1,163股+8.27% | 加仓 |
 嘉信理财SCHW |
| 1.03% | 1.16% | $122.1万 | 1.3万股 | $127.4万 | 1.4万股 | -328股-2.42% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.99% | 1.13% | $117.5万 | 5,100股 | $123.1万 | 5,686股 | -586股-10.31% | 减仓 |
| S嘉信·USSCHA |
| 0.99% | 0.88% | $117.0万 | 3.2万股 | $96.5万 | 3.3万股 | -829股-2.50% | 减仓 |
 优步UBER |
| 0.94% | 0.85% | $111.2万 | 1.5万股 | $92.8万 | 1.3万股 | +2,500股+19.37% | 加仓 |
 艾伯维ABBV |
| 0.93% | 0.87% | $109.5万 | 4,352股 | $95.3万 | 4,381股 | -29股-0.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.91% | 0.73% | $107.3万 | 2,144股 | $80.4万 | 1,678股 | +466股+27.77% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 0.9% | 0.88% | $106.1万 | 2.1万股 | $96.2万 | 1.9万股 | +1,924股+10.19% | 加仓 |
 摩根士丹利MS |
| 0.84% | 0.67% | $99.8万 | 4,776股 | $73.4万 | 4,459股 | +317股+7.11% | 加仓 |
 LEIDOS COMLDOS |
| 0.82% | 1.16% | $96.9万 | 9,411股 | $127.4万 | 8,189股 | +1,222股+14.92% | 加仓 |
| AAvantis·U SAVUV |
| 0.76% | 0.65% | $89.4万 | 7,166股 | $71.2万 | 6,442股 | +724股+11.24% | 加仓 |
 PRICESMARTPSMT |
| 0.74% | 0.53% | $87.6万 | 4,549股 | $57.7万 | 3,834股 | +715股+18.65% | 加仓 |
| DDYCOM INDSDY |
| 0.73% | 0.53% | $86.0万 | 1,700股 | $57.6万 | 1,700股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.68% | 0.64% | $80.1万 | 1.4万股 | $69.7万 | 1.4万股 | -235股-1.64% | 减仓 |
 SYSCO COMSYY |
| 0.66% | 0.61% | $78.5万 | 9,392股 | $66.9万 | 9,385股 | +7股+0.07% | 加仓 |
 VeevaVEEV |
| 0.65% | 0.7% | $77.1万 | 4,343股 | $76.7万 | 4,368股 | -25股-0.57% | 减仓 |
 可口可乐KO |
| 0.65% | 0.66% | $77.0万 | 9,472股 | $72.0万 | 9,461股 | +11股+0.12% | 加仓 |
| S嘉信策略信托SCHE |
| 0.61% | 0.6% | $72.3万 | 2.0万股 | $65.3万 | 2.0万股 | +122股+0.62% | 加仓 |
 礼来LLY |
| 0.58% | 0.42% | $69.0万 | 575股 | $46.4万 | 504股 | +71股+14.09% | 加仓 |
 CORTEVA COMCTVA |
| 0.58% | 0.62% | $69.0万 | 8,144股 | $68.1万 | 8,135股 | +9股+0.11% | 加仓 |
 EOG资源EOG |
| 0.58% | 0.7% | $68.3万 | 5,268股 | $76.3万 | 5,275股 | -7股-0.13% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.56% | 0.58% | $65.9万 | 3,337股 | $63.0万 | 3,416股 | -79股-2.31% | 减仓 |
| EEA SERIES TRUSTAMID |
| 0.56% | 0.79% | $65.7万 | 1.8万股 | $86.2万 | 2.7万股 | -8,790股-32.76% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.52% | 0.57% | $61.8万 | 1.1万股 | $62.6万 | 1.1万股 | -183股-1.68% | 减仓 |
