 英伟达NVDA |
| 9.78% | 4.77% | $902.9万 | 4.5万股 | $367.1万 | 2.1万股 | +2.4万股+114.34% | 加仓 |
 博通AVGO |
| 9.22% | 8.44% | $851.2万 | 2.3万股 | $649.8万 | 2.1万股 | +1,539股+7.33% | 加仓 |
 艾伯维ABBV |
| 5.72% | 5.89% | $528.7万 | 2.1万股 | $453.5万 | 2.1万股 | +157股+0.75% | 加仓 |
| IIBMIBM |
| 5.47% | 5.64% | $505.3万 | 1.8万股 | $433.9万 | 1.8万股 | +69股+0.39% | 加仓 |
 卡特彼勒CAT |
| 5.26% | 4.2% | $485.9万 | 4,562股 | $322.9万 | 4,558股 | +4股+0.09% | 加仓 |
 微软MSFT |
| 3.82% | 4.51% | $352.8万 | 9,459股 | $347.2万 | 9,380股 | +79股+0.84% | 加仓 |
 好市多COST |
| 3.15% | 4.02% | $290.9万 | 3,109股 | $309.6万 | 3,107股 | +2股+0.06% | 加仓 |
 帕兰提尔PLTR |
| 3% | 5.2% | $277.3万 | 2.4万股 | $400.1万 | 2.7万股 | -3,579股-13.09% | 减仓 |
| V先锋领航指数基金VOO |
| 3% | 3% | $277.3万 | 4,038股 | $230.6万 | 3,860股 | +178股+4.61% | 加仓 |
 VisaV |
| 2.33% | 2.5% | $215.3万 | 6,274股 | $192.3万 | 6,364股 | -90股-1.41% | 减仓 |
 CULLEN FROST BANKERSCFR |
| 2.2% | 2.33% | $203.4万 | 1.3万股 | $179.5万 | 1.3万股 | +71股+0.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.16% | 2.04% | $199.1万 | 5,635股 | $157.2万 | 5,481股 | +154股+2.81% | 加仓 |
 艾默生电气EMR |
| 2.06% | 2.26% | $190.2万 | 1.3万股 | $173.6万 | 1.3万股 | +38股+0.29% | 加仓 |
 伊顿ETN |
| 2.05% | 2.06% | $189.3万 | 4,443股 | $158.6万 | 4,433股 | +10股+0.23% | 加仓 |
 摩根大通JPM |
| 2.02% | 2.17% | $186.7万 | 5,702股 | $167.3万 | 5,686股 | +16股+0.28% | 加仓 |
 VertivVRT |
| 1.98% | 1.77% | $182.4万 | 5,448股 | $136.5万 | 5,448股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 1.81% | 2.31% | $167.5万 | 1.5万股 | $178.1万 | 1.5万股 | -350股-2.33% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 1.76% | 2.33% | $162.5万 | 1.3万股 | $179.0万 | 1.3万股 | +24股+0.19% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.67% | 1.98% | $154.7万 | 2.7万股 | $152.5万 | 2.7万股 | +475股+1.77% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.39% | 1.3% | $128.4万 | 2.1万股 | $100.2万 | 1.8万股 | +2,843股+15.76% | 加仓 |
 苹果AAPL |
| 1.3% | 1.37% | $120.3万 | 4,157股 | $105.6万 | 4,160股 | -3股-0.07% | 减仓 |
 联合包裹UPSUPS |
| 1.27% | 1.39% | $117.3万 | 1.1万股 | $106.9万 | 1.1万股 | +44股+0.40% | 加仓 |
 宝洁PG |
| 1.22% | 1.46% | $112.7万 | 7,682股 | $112.3万 | 7,777股 | -95股-1.22% | 减仓 |
 雪佛龙CVX |
| 1.18% | 1.75% | $108.7万 | 6,556股 | $135.0万 | 6,523股 | +33股+0.51% | 加仓 |
 可口可乐KO |
| 1.11% | 1.24% | $102.5万 | 1.3万股 | $95.5万 | 1.3万股 | +64股+0.51% | 加仓 |
 杜克能源DUK |
| 1.08% | 1.34% | $100.2万 | 7,914股 | $103.2万 | 7,879股 | +35股+0.44% | 加仓 |
 亚马逊AMZN |
| 0.99% | 1.03% | $91.8万 | 3,851股 | $79.2万 | 3,801股 | +50股+1.32% | 加仓 |
| F第一信托交易所交易基金FTCS |
| 0.97% | 1.16% | $89.8万 | 9,556股 | $88.9万 | 9,585股 | -29股-0.30% | 减仓 |
 强生JNJ |
| 0.93% | 1.06% | $85.5万 | 3,366股 | $81.9万 | 3,351股 | +15股+0.45% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.92% | 0.94% | $84.7万 | 1.0万股 | $72.0万 | 1.1万股 | -94股-0.89% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.85% | 0.95% | $78.7万 | 6,668股 | $73.2万 | 6,921股 | -253股-3.66% | 减仓 |
| V先锋领航指数基金VTV |
| 0.84% | 0.91% | $77.6万 | 3,559股 | $69.7万 | 3,552股 | +7股+0.20% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.84% | 0.91% | $77.5万 | 3,277股 | $69.7万 | 3,243股 | +34股+1.05% | 加仓 |
| IIONQIONQ |
| 0.82% | 0.28% | $75.4万 | 1.4万股 | $21.7万 | 7,511股 | +6,651股+88.55% | 加仓 |
 辉瑞PFE |
| 0.82% | 1.13% | $75.3万 | 3.1万股 | $87.3万 | 3.1万股 | +185股+0.60% | 加仓 |
 南方电力SO |
| 0.73% | 0.88% | $67.2万 | 7,025股 | $67.6万 | 7,002股 | +23股+0.33% | 加仓 |
| IiShares安硕·COREIJH |
| 0.72% | 0.75% | $66.1万 | 8,575股 | $57.8万 | 8,565股 | +10股+0.12% | 加仓 |
 Meta平台META |
| 0.7% | 0.85% | $64.6万 | 1,146股 | $65.5万 | 1,145股 | +1股+0.09% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.64% | 0.63% | $59.2万 | 1.1万股 | $48.7万 | 1.0万股 | +20股+0.19% | 加仓 |
| IiShares安硕信托IEFA |
| 0.57% | 0.64% | $53.0万 | 5,487股 | $49.2万 | 5,433股 | +54股+0.99% | 加仓 |
| G通用动力VTI |
| 0.56% | 0.67% | $51.3万 | 1,388股 | $51.8万 | 1,614股 | -226股-14.00% | 减仓 |
 AMGEN COMAMGN |
| 0.55% | 0.63% | $50.5万 | 1,394股 | $48.8万 | 1,387股 | +7股+0.50% | 加仓 |
 思科CSCO |
| 0.5% | 0.4% | $46.6万 | 3,970股 | $30.7万 | 3,955股 | +15股+0.38% | 加仓 |
 泛林集团LRCX |
| 0.48% | 0.28% | $44.1万 | 1,017股 | $21.7万 | 1,016股 | +1股+0.10% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.47% | 0.5% | $43.4万 | 2.4万股 | $38.3万 | 2.4万股 | -24股-0.10% | 减仓 |
 默沙东MRK |
| 0.43% | 0.48% | $39.7万 | 3,091股 | $36.9万 | 3,072股 | +19股+0.62% | 加仓 |
| S嘉信策略信托SCHD |
| 0.42% | 0.33% | $38.7万 | 1.2万股 | $25.5万 | 8,325股 | +3,895股+46.79% | 加仓 |
| F第一信托·USTFVD |
| 0.42% | 0.5% | $38.6万 | 8,014股 | $38.4万 | 8,165股 | -151股-1.85% | 减仓 |
 埃克森美孚XOM |
| 0.41% | 0.64% | $37.7万 | 2,758股 | $49.3万 | 2,908股 | -150股-5.16% | 减仓 |
 威瑞森VZ |
| 0.38% | 0.53% | $34.8万 | 8,210股 | $40.9万 | 8,143股 | +67股+0.82% | 加仓 |
