 苹果AAPL |
| 8.5% | 8.11% | $948.0万 | 3.3万股 | $831.9万 | 3.3万股 | -20股-0.06% | 减仓 |
 英伟达NVDA |
| 8.2% | 7.71% | $914.6万 | 4.6万股 | $791.3万 | 4.5万股 | +335股+0.74% | 加仓 |
 谷歌AGOOGL |
| 5.97% | 5.15% | $665.9万 | 1.9万股 | $528.5万 | 1.8万股 | +255股+1.39% | 加仓 |
 沃尔玛WMT |
| 5.87% | 6.99% | $655.0万 | 5.8万股 | $717.6万 | 5.8万股 | +82股+0.14% | 加仓 |
 亚马逊AMZN |
| 5.84% | 5.5% | $651.3万 | 2.7万股 | $564.8万 | 2.7万股 | +210股+0.77% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 5.58% | 5.71% | $623.1万 | 2.6万股 | $585.6万 | 2.7万股 | -899股-3.30% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.43% | 4.67% | $494.7万 | 9,886股 | $479.6万 | 1.0万股 | -122股-1.22% | 减仓 |
 微软MSFT |
| 4.33% | 4.69% | $483.3万 | 1.3万股 | $481.0万 | 1.3万股 | -37股-0.28% | 减仓 |
 卡特彼勒CAT |
| 3.47% | 2.51% | $387.4万 | 3,637股 | $257.2万 | 3,631股 | +6股+0.17% | 加仓 |
| S道富SPYM |
| 2.3% | 1.89% | $256.1万 | 2.9万股 | $194.2万 | 2.5万股 | +3,777股+14.89% | 加仓 |
| SSPDR黄金信托GLD |
| 2.13% | 2.78% | $237.5万 | 6,447股 | $284.9万 | 6,622股 | -175股-2.64% | 减仓 |
| SSPDR行业精选信托XLU |
| 2.05% | 2.3% | $228.5万 | 5.0万股 | $236.3万 | 5.1万股 | -1,099股-2.13% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.01% | 1.79% | $223.8万 | 6,334股 | $183.6万 | 6,400股 | -66股-1.03% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.73% | 1.64% | $192.6万 | 2,579股 | $167.9万 | 2,582股 | -3股-0.12% | 减仓 |
 Meta平台META |
| 1.56% | 1.83% | $174.6万 | 3,100股 | $187.5万 | 3,277股 | -177股-5.40% | 减仓 |
 博通AVGO |
| 1.5% | 1.39% | $167.4万 | 4,433股 | $142.5万 | 4,605股 | -172股-3.74% | 减仓 |
| V先锋领航白厅基金VYM |
| 1.46% | 1.49% | $162.3万 | 1.0万股 | $152.5万 | 1.0万股 | -21股-0.20% | 减仓 |
| S道富XLI |
| 1.29% | 1.3% | $143.9万 | 7,770股 | $133.6万 | 8,263股 | -493股-5.97% | 减仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 1.25% | 1.21% | $139.6万 | 1.3万股 | $124.7万 | 1.4万股 | -672股-4.93% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.21% | 1.26% | $134.5万 | 1.6万股 | $129.8万 | 1.7万股 | -1,225股-7.09% | 减仓 |
 雷神技术RTX |
| 1.17% | 1.31% | $130.3万 | 6,869股 | $133.9万 | 6,941股 | -72股-1.04% | 减仓 |
| SSPDR道富系列信托XAR |
| 1.1% | 1.07% | $123.2万 | 4,342股 | $110.2万 | 4,341股 | +1股+0.02% | 加仓 |
 家得宝HD |
| 1.09% | 1.37% | $121.1万 | 3,434股 | $140.1万 | 4,260股 | -826股-19.39% | 减仓 |
 艾伯维ABBV |
| 1.05% | 0.98% | $116.8万 | 4,641股 | $100.1万 | 4,603股 | +38股+0.83% | 加仓 |
 台积电TSM |
| 1% | 0.77% | $111.1万 | 2,325股 | $78.6万 | 2,325股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.99% | 0.86% | $110.4万 | 920股 | $88.2万 | 959股 | -39股-4.07% | 减仓 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.93% | 1.07% | $103.8万 | 9,703股 | $109.9万 | 1.0万股 | -468股-4.60% | 减仓 |
 美光科技MU |
| 0.88% | 0.28% | $98.1万 | 850股 | $28.4万 | 840股 | +10股+1.19% | 加仓 |
 强生JNJ |
| 0.87% | 0.9% | $96.5万 | 3,802股 | $92.4万 | 3,780股 | +22股+0.58% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.83% | 0.9% | $92.2万 | 6,061股 | $92.8万 | 6,359股 | -298股-4.69% | 减仓 |
| IiShares安硕信托ICVT |
| 0.81% | 0.57% | $90.9万 | 7,464股 | $59.0万 | 5,796股 | +1,668股+28.78% | 加仓 |
 VisaV |
| 0.78% | 0.75% | $87.6万 | 2,552股 | $77.0万 | 2,547股 | +5股+0.20% | 加仓 |
| S嘉信策略信托SCHD |
| 0.77% | 0.6% | $86.1万 | 2.7万股 | $61.5万 | 2.0万股 | +7,079股+35.29% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.74% | 0.41% | $82.4万 | 1,285股 | $42.2万 | 1,285股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金BSV |
| 0.72% | 1% | $80.7万 | 1.0万股 | $102.4万 | 1.3万股 | -2,704股-20.93% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.71% | 0.54% | $79.7万 | 4,181股 | $55.5万 | 4,176股 | +5股+0.12% | 加仓 |
 VertivVRT |
| 0.71% | 0.5% | $79.6万 | 2,377股 | $51.4万 | 2,052股 | +325股+15.84% | 加仓 |
| S道富SPIB |
| 0.62% | 0.81% | $69.5万 | 2.1万股 | $82.8万 | 2.5万股 | -3,929股-15.91% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.6% | 0.95% | $67.3万 | 8,099股 | $97.1万 | 1.2万股 | -3,744股-31.61% | 减仓 |
 康明斯CMI |
| 0.57% | 0.46% | $63.3万 | 888股 | $47.6万 | 885股 | +3股+0.34% | 加仓 |
 AMD超威AMD |
| 0.56% | 0.21% | $62.4万 | 1,075股 | $21.9万 | 1,075股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.55% | 0.7% | $61.0万 | 1,196股 | $71.8万 | 1,188股 | +8股+0.67% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.53% | 0.61% | $59.2万 | 2.0万股 | $62.1万 | 2.1万股 | -933股-4.52% | 减仓 |
| V先锋领航白厅基金VNQ |
| 0.53% | 0.54% | $58.6万 | 6,280股 | $55.2万 | 6,244股 | +36股+0.58% | 加仓 |
 HANCOCK JOHN TAX-ADVANTAGEDHTD |
| 0.5% | 0.52% | $55.9万 | 2.2万股 | $53.3万 | 2.2万股 | +400股+1.86% | 加仓 |
 TJXTJX |
| 0.5% | 0.57% | $55.8万 | 3,685股 | $58.7万 | 3,674股 | +11股+0.30% | 加仓 |
 VanEck ETF信托SMH |
| 0.48% | 0.3% | $53.2万 | 811股 | $31.1万 | 811股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.47% | 0.54% | $52.2万 | 558股 | $55.5万 | 557股 | +1股+0.18% | 加仓 |
 CARRIER GLOBALCARR |
| 0.46% | 0.39% | $51.7万 | 7,045股 | $39.5万 | 7,018股 | +27股+0.38% | 加仓 |
| IiShares安硕信托ITA |
| 0.44% | — | $49.1万 | 2,026股 | $0 | 0股 | +2,026股 | 新买入 |
