 苹果AAPL |
| 8.64% | 7.67% | $2,177.5万 | 8.6万股 | $1,767.3万 | 8.6万股 | -625股-0.73% | 减仓 |
 英伟达NVDA |
| 6.21% | 5.96% | $1,564.1万 | 8.4万股 | $1,371.8万 | 8.7万股 | -3,000股-3.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.12% | 6.17% | $1,541.9万 | 2.3万股 | $1,421.3万 | 2.3万股 | +143股+0.62% | 加仓 |
 微软MSFT |
| 3.34% | 3.55% | $841.6万 | 1.6万股 | $817.1万 | 1.6万股 | -180股-1.10% | 减仓 |
| V先锋领航全球基金VGT |
| 2.79% | 2.81% | $703.9万 | 9,427股 | $648.0万 | 9,770股 | -343股-3.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.24% | 1.8% | $565.7万 | 2.3万股 | $414.6万 | 2.3万股 | -145股-0.62% | 减仓 |
 好市多COST |
| 2.14% | 2.51% | $539.5万 | 5,828股 | $577.0万 | 5,828股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.91% | 2.1% | $481.5万 | 6,557股 | $484.0万 | 6,557股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.8% | 1.65% | $453.4万 | 1.4万股 | $378.8万 | 1.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.66% | 1.78% | $419.7万 | 1.9万股 | $409.2万 | 1.9万股 | +462股+2.48% | 加仓 |
 甲骨文ORCL |
| 1.61% | 1.38% | $406.2万 | 1.4万股 | $318.4万 | 1.5万股 | -123股-0.84% | 减仓 |
| SSPDR黄金信托GLD |
| 1.61% | 1.41% | $406.0万 | 1.1万股 | $323.6万 | 1.1万股 | +805股+7.58% | 加仓 |
| PPIMCO太平洋投资管理ETFMUNI |
| 1.56% | 1.68% | $393.3万 | 7.5万股 | $386.3万 | 7.5万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.49% | 1.54% | $376.8万 | 1.2万股 | $354.8万 | 1.2万股 | -293股-2.39% | 减仓 |
 艾伯维ABBV |
| 1.22% | 1.07% | $307.4万 | 1.3万股 | $246.4万 | 1.3万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.11% | 1.16% | $280.8万 | 2.7万股 | $266.4万 | 2.7万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.08% | 1.16% | $271.0万 | 4,765股 | $267.8万 | 4,765股 | 00.00% | 持仓不变 |
| BBANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVA |
| 1.05% | 0.92% | $264.9万 | 13.8万股 | $211.5万 | 13.8万股 | 00.00% | 持仓不变 |
| CCOMFORT SYS USAFIX |
| 1.01% | 0.7% | $254.8万 | 3,088股 | $160.2万 | 2,988股 | +100股+3.35% | 加仓 |
 联合健康UNH |
| 0.98% | 0.98% | $248.1万 | 7,185股 | $226.4万 | 7,258股 | -73股-1.01% | 减仓 |
 雷神技术RTX |
| 0.84% | 0.81% | $212.4万 | 1.3万股 | $185.9万 | 1.3万股 | -40股-0.31% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.81% | 0.88% | $205.4万 | 4,085股 | $201.8万 | 4,155股 | -70股-1.68% | 减仓 |
 GE VernovaGEV |
| 0.79% | 0.74% | $199.0万 | 3,237股 | $170.8万 | 3,227股 | +10股+0.31% | 加仓 |
 谷歌AGOOGL |
| 0.78% | 0.62% | $197.8万 | 8,135股 | $142.0万 | 8,055股 | +80股+0.99% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.77% | 0.81% | $195.3万 | 8,071股 | $187.0万 | 8,668股 | -597股-6.89% | 减仓 |
 高盛GS |
| 0.77% | 0.77% | $194.7万 | 2,445股 | $177.6万 | 2,510股 | -65股-2.59% | 减仓 |
 卡特彼勒CAT |
| 0.76% | 0.68% | $191.9万 | 4,021股 | $156.5万 | 4,031股 | -10股-0.25% | 减仓 |
 思科CSCO |
| 0.7% | 0.78% | $176.7万 | 2.6万股 | $179.1万 | 2.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托DGRO |
| 0.66% | 0.69% | $167.5万 | 2.5万股 | $158.3万 | 2.5万股 | -150股-0.61% | 减仓 |
 GAMCO GLOBAL GOLD NAT RES &GGN |
| 0.62% | 0.54% | $156.9万 | 30.4万股 | $123.7万 | 28.2万股 | +2.3万股+8.05% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.62% | 0.68% | $156.7万 | 1.4万股 | $156.5万 | 1.4万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.6% | 0.61% | $150.6万 | 3,017股 | $139.7万 | 3,017股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.6% | 0.63% | $150.2万 | 9,026股 | $144.0万 | 9,041股 | -15股-0.17% | 减仓 |
| IiShares安硕信托TLT |
| 0.55% | 0.6% | $139.4万 | 1.6万股 | $137.7万 | 1.6万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.55% | 0.58% | $138.3万 | 3,336股 | $133.7万 | 3,536股 | -200股-5.66% | 减仓 |
| AAMPLIFY ETF TRHACK |
| 0.53% | 0.58% | $133.2万 | 1.5万股 | $134.2万 | 1.6万股 | -191股-1.23% | 减仓 |
| NNOVANVMI |
| 0.52% | 0.51% | $131.1万 | 4,100股 | $118.3万 | 4,300股 | -200股-4.65% | 减仓 |
 泛林集团LRCX |
| 0.52% | 0.41% | $129.9万 | 9,700股 | $94.4万 | 9,700股 | 00.00% | 持仓不变 |
| NNEUBERGER ENGY INFRSTR &NML |
| 0.5% | 0.55% | $125.5万 | 14.4万股 | $127.4万 | 14.2万股 | +2,300股+1.62% | 加仓 |
 D R HORTONDHI |
| 0.49% | 0.41% | $124.2万 | 7,330股 | $94.5万 | 7,330股 | 00.00% | 持仓不变 |
 VisaV |
| 0.46% | 0.55% | $114.7万 | 3,360股 | $126.4万 | 3,561股 | -201股-5.64% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.43% | 0.47% | $109.0万 | 3.5万股 | $108.1万 | 3.5万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.43% | 0.45% | $108.2万 | 1,400股 | $102.6万 | 1,400股 | 00.00% | 持仓不变 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.42% | 0.39% | $105.7万 | 3.6万股 | $90.5万 | 3.6万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.42% | 0.44% | $105.5万 | 3,473股 | $101.5万 | 3,473股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.42% | 0.51% | $105.0万 | 876股 | $117.3万 | 876股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.41% | 0.45% | $104.1万 | 5,490股 | $104.5万 | 5,749股 | -259股-4.51% | 减仓 |
 ILLINOIS TOOLITW |
| 0.4% | 0.41% | $100.4万 | 3,850股 | $95.2万 | 3,850股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 0.4% | 0.44% | $99.7万 | 2,880股 | $100.6万 | 2,930股 | -50股-1.71% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.39% | 0.47% | $99.0万 | 5,874股 | $109.2万 | 5,949股 | -75股-1.26% | 减仓 |
