 苹果AAPL |
| 6.2% | 6.31% | $909.4万 | 3.1万股 | $761.8万 | 3.0万股 | +1,411股+4.70% | 加仓 |
 英伟达NVDA |
| 6.05% | 6.03% | $888.3万 | 4.4万股 | $727.8万 | 4.2万股 | +2,667股+6.39% | 加仓 |
 FLOWERS FOODSFLO |
| 5.21% | 1.47% | $765.2万 | 96.9万股 | $177.4万 | 21.8万股 | +75.1万股+345.05% | 加仓 |
 博通AVGO |
| 4.09% | 3.95% | $599.5万 | 1.6万股 | $477.1万 | 1.5万股 | +457股+2.96% | 加仓 |
 谷歌AGOOGL |
| 4.01% | 3.86% | $589.1万 | 1.6万股 | $465.4万 | 1.6万股 | +300股+1.85% | 加仓 |
 微软MSFT |
| 3.36% | 3.91% | $492.6万 | 1.3万股 | $471.9万 | 1.3万股 | +458股+3.59% | 加仓 |
 亚马逊AMZN |
| 3.19% | 3.33% | $468.9万 | 2.0万股 | $402.0万 | 1.9万股 | +370股+1.92% | 加仓 |
| SSPDR道富系列信托SPYG |
| 2.47% | 2.22% | $362.2万 | 3.0万股 | $268.4万 | 2.7万股 | +3,026股+11.04% | 加仓 |
 美光科技MU |
| 2.23% | 0.77% | $326.6万 | 2,829股 | $93.2万 | 2,759股 | +70股+2.54% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 1.82% | 1.08% | $266.4万 | 2.5万股 | $130.2万 | 1.4万股 | +1.0万股+71.06% | 加仓 |
 万事达MA |
| 1.62% | 1.84% | $237.3万 | 4,620股 | $222.3万 | 4,450股 | +170股+3.82% | 加仓 |
 特斯拉TSLA |
| 1.61% | 1.45% | $236.6万 | 5,626股 | $175.0万 | 4,707股 | +919股+19.52% | 加仓 |
| FFASTENAL COMFAST |
| 1.5% | 1.05% | $220.0万 | 4.6万股 | $126.8万 | 2.7万股 | +1.8万股+67.59% | 加仓 |
 康明斯CMI |
| 1.47% | 1.34% | $215.1万 | 3,016股 | $161.1万 | 2,994股 | +22股+0.73% | 加仓 |
 强生JNJ |
| 1.47% | 1.44% | $215.1万 | 8,469股 | $173.8万 | 7,108股 | +1,361股+19.15% | 加仓 |
| S道富SPYV |
| 1.43% | 1.56% | $209.9万 | 3.5万股 | $188.4万 | 3.3万股 | +1,232股+3.70% | 加仓 |
 雪佛龙CVX |
| 1.4% | 2.08% | $205.1万 | 1.2万股 | $251.0万 | 1.2万股 | +241股+1.99% | 加仓 |
 阿里巴巴BABA |
| 1.38% | — | $201.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 摩根士丹利MS |
| 1.36% | 1.27% | $199.1万 | 9,526股 | $153.2万 | 9,308股 | +218股+2.34% | 加仓 |
 Truist金融TFC |
| 1.35% | 1.64% | $198.7万 | 4.0万股 | $197.6万 | 4.3万股 | -3,089股-7.19% | 减仓 |
 Meta平台META |
| 1.27% | 1.5% | $187.1万 | 3,322股 | $180.8万 | 3,159股 | +163股+5.16% | 加仓 |
 家得宝HD |
| 1.2% | 1.42% | $175.4万 | 4,974股 | $171.7万 | 5,221股 | -247股-4.73% | 减仓 |
 台积电TSM |
| 1.19% | 0.82% | $174.4万 | 3,651股 | $99.5万 | 2,944股 | +707股+24.01% | 加仓 |
 摩根大通JPM |
| 1.13% | 3.2% | $165.3万 | 5,050股 | $386.5万 | 1.3万股 | -8,087股-61.56% | 减仓 |
| S道富SPTI |
| 1.11% | 0.93% | $162.9万 | 5.7万股 | $112.3万 | 3.9万股 | +1.8万股+46.38% | 加仓 |
 IRON MTN DEL COMIRM |
| 1.1% | 1.08% | $161.2万 | 1.3万股 | $130.0万 | 1.3万股 | +32股+0.25% | 加仓 |
 GE VernovaGEV |
| 1.01% | 0.85% | $147.9万 | 1,259股 | $102.6万 | 1,175股 | +84股+7.15% | 加仓 |
 礼来LLY |
| 0.98% | 0.88% | $143.6万 | 1,197股 | $105.8万 | 1,151股 | +46股+4.00% | 加仓 |
 HealthpeakDOC |
| 0.97% | 0.9% | $142.7万 | 6.7万股 | $108.9万 | 6.6万股 | +377股+0.57% | 加仓 |
| Q高通QCOM |
| 0.92% | — | $135.4万 | 7,329股 | $0 | 0股 | +7,329股 | 新买入 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.92% | 1.09% | $134.6万 | 1.7万股 | $131.9万 | 1.6万股 | +290股+1.78% | 加仓 |
 艾伯维ABBV |
| 0.91% | 0.92% | $133.4万 | 5,302股 | $110.8万 | 5,094股 | +208股+4.08% | 加仓 |
 3M COMMMM |
| 0.9% | 0.96% | $132.8万 | 8,202股 | $116.4万 | 8,012股 | +190股+2.37% | 加仓 |
 ALTRIAMO |
| 0.87% | 0.95% | $127.9万 | 1.8万股 | $114.1万 | 1.7万股 | +483股+2.79% | 加仓 |
 好市多COST |
| 0.87% | 1.1% | $127.6万 | 1,364股 | $132.3万 | 1,328股 | +36股+2.71% | 加仓 |
| S道富SPSM |
| 0.84% | 0.7% | $123.1万 | 2.1万股 | $83.9万 | 1.7万股 | +3,972股+22.86% | 加仓 |
 联合健康UNH |
| 0.81% | 5.51% | $119.1万 | 2,865股 | $664.6万 | 2.5万股 | -2.2万股-88.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.79% | 0.78% | $115.3万 | 3,264股 | $93.6万 | 3,263股 | +1股+0.03% | 加仓 |
 赛富时CRM |
| 0.76% | 1.19% | $112.0万 | 7,147股 | $143.4万 | 7,682股 | -535股-6.96% | 减仓 |
 麦当劳MCD |
| 0.75% | 1.01% | $110.0万 | 4,068股 | $122.3万 | 3,936股 | +132股+3.35% | 加仓 |
 南方电力SO |
| 0.73% | 0.88% | $107.3万 | 1.1万股 | $106.0万 | 1.1万股 | +232股+2.11% | 加仓 |
 ONEOKOKE |
| 0.72% | 0.89% | $105.8万 | 1.2万股 | $107.7万 | 1.2万股 | +258股+2.17% | 加仓 |
 泛林集团LRCX |
| 0.7% | — | $102.3万 | 2,361股 | $0 | 0股 | +2,361股 | 新买入 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.69% | 0.8% | $101.3万 | 9,756股 | $96.7万 | 9,954股 | -198股-1.99% | 减仓 |
 AGNC INVT COMAGNC |
| 0.68% | 0.74% | $100.2万 | 9.2万股 | $89.1万 | 8.9万股 | +3,116股+3.51% | 加仓 |
 甲骨文ORCL |
| 0.66% | 0.8% | $97.6万 | 6,657股 | $96.1万 | 6,529股 | +128股+1.96% | 加仓 |
| V先锋领航·MIDVO |
| 0.65% | 0.72% | $95.8万 | 1.2万股 | $87.2万 | 3,036股 | +8,858股+291.77% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.64% | 0.74% | $93.6万 | 4,735股 | $89.1万 | 4,835股 | -100股-2.07% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.63% | 0.71% | $93.1万 | 1.6万股 | $86.1万 | 1.6万股 | -331股-2.08% | 减仓 |
| S道富SPIB |
| 0.63% | 0.5% | $93.1万 | 2.8万股 | $60.9万 | 1.8万股 | +9,664股+53.22% | 加仓 |
