 苹果AAPL |
| 22.35% | 22.87% | $9,447.9万 | 32.7万股 | $8,397.4万 | 33.1万股 | -4,369股-1.32% | 减仓 |
 谷歌AGOOGL |
| 11.91% | 11.25% | $5,033.1万 | 14.1万股 | $4,129.7万 | 14.4万股 | -2,775股-1.93% | 减仓 |
| SSPDR标普500 ETFSPY |
| 8.72% | 8.86% | $3,685.0万 | 4.9万股 | $3,252.7万 | 5.0万股 | -669股-1.34% | 减仓 |
 亚马逊AMZN |
| 7.87% | 7.86% | $3,328.0万 | 14.0万股 | $2,887.4万 | 13.9万股 | +996股+0.72% | 加仓 |
 万事达MA |
| 5.25% | 6.1% | $2,220.6万 | 4.3万股 | $2,241.3万 | 4.5万股 | -1,621股-3.61% | 减仓 |
 英伟达NVDA |
| 4.73% | 5.12% | $1,999.7万 | 10.0万股 | $1,879.4万 | 10.8万股 | -7,825股-7.26% | 减仓 |
| C花旗集团C |
| 3.39% | 3.21% | $1,433.2万 | 10.2万股 | $1,178.3万 | 10.4万股 | -1,496股-1.44% | 减仓 |
 微软MSFT |
| 3.2% | 3.49% | $1,354.8万 | 3.6万股 | $1,282.0万 | 3.5万股 | +1,687股+4.87% | 加仓 |
 高盛GS |
| 2.85% | 2.33% | $1,202.9万 | 1.2万股 | $855.4万 | 1.0万股 | +1,783股+17.63% | 加仓 |
 BOOKING COMBKNG |
| 2.59% | 2.82% | $1,096.2万 | 6.2万股 | $1,035.7万 | 2,460股 | +5.9万股+2,400.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.33% | 2.18% | $986.0万 | 2.8万股 | $801.0万 | 2.8万股 | -18股-0.06% | 减仓 |
 博通AVGO |
| 1.92% | 1.8% | $812.4万 | 2.2万股 | $662.4万 | 2.1万股 | +106股+0.50% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.87% | 0.87% | $790.7万 | 1.8万股 | $319.9万 | 1.9万股 | -1,165股-5.98% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.79% | 2% | $757.2万 | 1.5万股 | $734.9万 | 1.5万股 | -204股-1.33% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.42% | 1.45% | $602.1万 | 1.2万股 | $533.6万 | 1.2万股 | +4股+0.03% | 加仓 |
| V先锋领航指数基金VOO |
| 1.17% | 1.17% | $494.5万 | 7,200股 | $430.2万 | 7,199股 | +1股+0.01% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.06% | 1.17% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.01% | 1.13% | $428.1万 | 1.7万股 | $416.2万 | 1.7万股 | -173股-1.02% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.99% | — | $417.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IIBMIBM |
| 0.99% | 1.59% | $417.3万 | 1.5万股 | $583.2万 | 2.4万股 | -9,220股-38.32% | 减仓 |
 美国运通AXP |
| 0.91% | 0.94% | $384.3万 | 1.1万股 | $343.6万 | 1.1万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.9% | 0.37% | $382.1万 | 3,310股 | $136.8万 | 4,050股 | -740股-18.27% | 减仓 |
 泛林集团LRCX |
| 0.87% | 0.41% | $367.5万 | 8,480股 | $149.6万 | 7,000股 | +1,480股+21.14% | 加仓 |
 摩根大通JPM |
| 0.83% | 0.86% | $351.1万 | 1.1万股 | $315.4万 | 1.1万股 | +3股+0.03% | 加仓 |
 波音BA |
| 0.8% | 0.85% | $337.7万 | 1.6万股 | $310.5万 | 1.6万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.79% | 0.99% | $331.9万 | 2.9万股 | $364.1万 | 2.9万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.76% | 0.58% | $319.5万 | 3,000股 | $212.5万 | 3,000股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.75% | 0.78% | $315.8万 | 1.5万股 | $286.8万 | 1.5万股 | -100股-0.67% | 减仓 |
 星巴克SBUX |
| 0.64% | 0.15% | $269.6万 | 2.6万股 | $56.0万 | 6,250股 | +2.0万股+322.16% | 加仓 |
 麦当劳MCD |
| 0.38% | 0.51% | $162.4万 | 6,008股 | $186.7万 | 6,006股 | +2股+0.03% | 加仓 |
 汽车地带AZO |
| 0.34% | 0.65% | $142.5万 | 446股 | $239.1万 | 708股 | -262股-37.01% | 减仓 |
 AMGEN COMAMGN |
| 0.33% | 0.37% | $138.6万 | 3,827股 | $134.7万 | 3,827股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.32% | 0.37% | $136.0万 | 4.0万股 | $136.0万 | 4.3万股 | -2,500股-5.88% | 减仓 |
 礼来LLY |
| 0.31% | 0.3% | $132.1万 | 1,101股 | $109.5万 | 1,191股 | -90股-7.56% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.31% | 0.33% | $129.5万 | 8,165股 | $119.7万 | 8,164股 | +1股+0.01% | 加仓 |
 嘉信理财SCHW |
| 0.28% | 0.29% | $116.3万 | 1.3万股 | $106.0万 | 1.1万股 | +1,326股+11.75% | 加仓 |
 好市多COST |
| 0.25% | 0.31% | $107.6万 | 1,150股 | $114.6万 | 1,150股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.25% | 0.27% | $105.8万 | 3,000股 | $98.7万 | 3,000股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.23% | 0.24% | $98.3万 | 1,550股 | $87.3万 | 1,550股 | 00.00% | 持仓不变 |
 VisaV |
| 0.2% | 0.2% | $85.0万 | 2,477股 | $74.8万 | 2,476股 | +1股+0.04% | 加仓 |
 AMD超威AMD |
| 0.2% | 0.09% | $84.2万 | 1,450股 | $31.5万 | 1,550股 | -100股-6.45% | 减仓 |
 宝洁PG |
| 0.18% | 0.2% | $74.4万 | 5,072股 | $73.2万 | 5,068股 | +4股+0.08% | 加仓 |
| GGlobal X基金AIQ |
| 0.17% | 0.14% | $72.5万 | 1.1万股 | $51.6万 | 1.1万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.15% | 0.15% | $63.1万 | 1,500股 | $55.8万 | 1,500股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.13% | 0.1% | $56.1万 | 1,350股 | $36.5万 | 1,350股 | 00.00% | 持仓不变 |
 明晟MSCI |
| 0.13% | 0.15% | $56.0万 | 1,000股 | $53.9万 | 1,000股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.13% | 0.15% | $55.2万 | 4,690股 | $53.8万 | 4,676股 | +14股+0.30% | 加仓 |
 洛克希德马丁LMT |
| 0.12% | 0.16% | $50.9万 | 1,000股 | $60.4万 | 1,000股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.11% | 0.1% | $45.4万 | 1,510股 | $37.4万 | 1,510股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.1% | 0.11% | $42.8万 | 760股 | $42.1万 | 735股 | +25股+3.40% | 加仓 |
