 苹果AAPL |
| 8.06% | 8.27% | $1,507.7万 | 5.2万股 | $1,390.8万 | 5.5万股 | -2,698股-4.92% | 减仓 |
| V先锋领航·FTSEVEA |
| 4.15% | 4.16% | $777.2万 | 10.9万股 | $699.8万 | 10.9万股 | -129股-0.12% | 减仓 |
 谷歌AGOOGL |
| 2.73% | 2.63% | $510.0万 | 1.4万股 | $442.5万 | 1.5万股 | -1,117股-7.26% | 减仓 |
 微软MSFT |
| 2.65% | 3.33% | $495.2万 | 1.3万股 | $559.9万 | 1.5万股 | -1,849股-12.22% | 减仓 |
 VisaV |
| 2.64% | 2.8% | $494.2万 | 1.4万股 | $470.6万 | 1.6万股 | -1,166股-7.49% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.39% | 2.18% | $446.6万 | 7.5万股 | $366.3万 | 6.8万股 | +7,057股+10.41% | 加仓 |
 英伟达NVDA |
| 2.08% | 1.8% | $389.2万 | 1.9万股 | $303.0万 | 1.7万股 | +2,077股+11.96% | 加仓 |
 联合健康UNH |
| 1.95% | 1.45% | $364.8万 | 8,778股 | $243.2万 | 8,988股 | -210股-2.34% | 减仓 |
 摩根大通JPM |
| 1.76% | 1.91% | $329.8万 | 1.0万股 | $321.9万 | 1.1万股 | -868股-7.93% | 减仓 |
| IiShares安硕信托IVV |
| 1.71% | 1.29% | $319.6万 | 4,268股 | $216.5万 | 3,314股 | +954股+28.79% | 加仓 |
 埃克森美孚XOM |
| 1.56% | 2.25% | $291.1万 | 2.1万股 | $378.7万 | 2.2万股 | -1,034股-4.63% | 减仓 |
 PROGRESSIVEPGR |
| 1.5% | 1.34% | $279.9万 | 1.3万股 | $226.2万 | 1.1万股 | +1,402股+12.29% | 加仓 |
 汽车地带AZO |
| 1.47% | 1.74% | $275.5万 | 862股 | $293.5万 | 869股 | -7股-0.81% | 减仓 |
| IIBMIBM |
| 1.44% | 1.4% | $270.2万 | 9,608股 | $235.2万 | 9,702股 | -94股-0.97% | 减仓 |
 德州仪器TXN |
| 1.43% | 1.13% | $267.9万 | 8,987股 | $189.8万 | 9,778股 | -791股-8.09% | 减仓 |
 摩根士丹利MS |
| 1.36% | 1.37% | $254.0万 | 1.2万股 | $230.3万 | 1.4万股 | -1,844股-13.17% | 减仓 |
 亚马逊AMZN |
| 1.28% | 1.57% | $239.0万 | 1.0万股 | $264.3万 | 1.3万股 | -2,663股-20.99% | 减仓 |
 沃尔玛WMT |
| 1.25% | 1.67% | $234.1万 | 2.1万股 | $281.3万 | 2.3万股 | -1,972股-8.71% | 减仓 |
 可口可乐KO |
| 1.24% | 1.56% | $232.6万 | 2.9万股 | $261.8万 | 3.4万股 | -5,807股-16.87% | 减仓 |
| I景顺交易所交易基金IIPZA |
| 1.23% | 1.61% | $229.7万 | 9.8万股 | $270.2万 | 11.8万股 | -2.0万股-16.93% | 减仓 |
 博通AVGO |
| 1.16% | 0.86% | $216.3万 | 5,727股 | $144.0万 | 4,652股 | +1,075股+23.11% | 加仓 |
 艾伯维ABBV |
| 1.15% | 1.16% | $214.4万 | 8,522股 | $195.9万 | 9,008股 | -486股-5.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.09% | 0.31% | $203.2万 | 5,750股 | $51.7万 | 1,801股 | +3,949股+219.27% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.04% | 1.19% | $195.5万 | 2.1万股 | $199.9万 | 2.2万股 | -424股-1.96% | 减仓 |
| F富达Covington信托FESM |
| 1.03% | — | $193.2万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 通用动力GD |
| 1.01% | 1.32% | $189.0万 | 5,336股 | $222.3万 | 6,478股 | -1,142股-17.63% | 减仓 |
| V先锋领航·MIDVO |
| 0.98% | — | $183.5万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 万事达MA |
| 0.98% | 1.03% | $183.0万 | 3,563股 | $173.6万 | 3,475股 | +88股+2.53% | 加仓 |
 美光科技MU |
| 0.97% | 0.24% | $181.8万 | 1,575股 | $40.5万 | 1,200股 | +375股+31.25% | 加仓 |
| N新纪元能源NEE |
| 0.95% | 1.45% | $177.7万 | 2.0万股 | $244.0万 | 2.6万股 | -6,027股-22.94% | 减仓 |
 TJXTJX |
| 0.92% | 1.07% | $171.4万 | 1.1万股 | $179.2万 | 1.1万股 | +92股+0.82% | 加仓 |
 强生JNJ |
| 0.92% | 1.03% | $171.3万 | 6,744股 | $173.5万 | 7,098股 | -354股-4.99% | 减仓 |
 iShares安硕·MBSACGL |
| 0.91% | 0.8% | $170.7万 | 1.8万股 | $135.1万 | 1.4万股 | +3,519股+25.01% | 加仓 |
 AMD超威AMD |
| 0.89% | 0.34% | $167.0万 | 2,874股 | $57.3万 | 2,815股 | +59股+2.10% | 加仓 |
 Meta平台META |
| 0.85% | 0.86% | $159.4万 | 2,830股 | $145.1万 | 2,537股 | +293股+11.55% | 加仓 |
 PALO ALTOPANW |
| 0.84% | 0.45% | $156.4万 | 4,587股 | $75.6万 | 4,718股 | -131股-2.78% | 减仓 |
 家得宝HD |
| 0.83% | 1.28% | $155.0万 | 4,396股 | $215.7万 | 6,557股 | -2,161股-32.96% | 减仓 |
 AMGEN COMAMGN |
| 0.83% | 1.22% | $154.7万 | 4,272股 | $205.4万 | 5,837股 | -1,565股-26.81% | 减仓 |
 空气化工APD |
| 0.78% | 1.08% | $146.7万 | 5,003股 | $182.3万 | 6,276股 | -1,273股-20.28% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.78% | 0.8% | $146.2万 | 3,681股 | $134.3万 | 4,220股 | -539股-12.77% | 减仓 |
| F富达Covington信托FENI |
| 0.78% | — | $145.4万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 ExpediaEXPE |
| 0.74% | 0.74% | $139.0万 | 8,528股 | $124.8万 | 8,714股 | -186股-2.13% | 减仓 |
 泛林集团LRCX |
| 0.73% | 0.37% | $137.1万 | 3,163股 | $62.2万 | 2,909股 | +254股+8.73% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.73% | 1.51% | $135.8万 | 1.8万股 | $254.0万 | 3.4万股 | -1.6万股-46.93% | 减仓 |
 应用材料AMAT |
| 0.72% | 0.46% | $135.1万 | 1,868股 | $76.8万 | 2,248股 | -380股-16.90% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.78% | $133.6万 | 2,670股 | $131.3万 | 2,740股 | -70股-2.55% | 减仓 |
 台积电TSM |
| 0.71% | 0.52% | $132.6万 | 2,777股 | $87.3万 | 2,582股 | +195股+7.55% | 加仓 |
 耐克NKE |
| 0.64% | 0.21% | $119.2万 | 2.9万股 | $34.8万 | 6,586股 | +2.2万股+340.95% | 加仓 |
 艺康ECL |
| 0.62% | 1.16% | $116.0万 | 4,165股 | $195.2万 | 7,337股 | -3,172股-43.23% | 减仓 |
 安费诺APH |
| 0.62% | 0.56% | $115.8万 | 6,567股 | $94.7万 | 7,496股 | -929股-12.39% | 减仓 |
