 苹果AAPL |
| 9.98% | 9.81% | $1,383.2万 | 13.4万股 | $1,170.2万 | 14.0万股 | -6,101股-4.37% | 减仓 |
| SSPDR标普500 ETFSPY |
| 8.97% | 2.14% | $1,243.2万 | 3.0万股 | $255.4万 | 6,677股 | +2.4万股+354.82% | 加仓 |
| IISHARES MORNINGSTAR VALUE ETFILCV |
| 5.4% | — | $747.6万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 芝加哥商品交易所CME |
| 4% | 4.05% | $554.3万 | 2.9万股 | $483.4万 | 2.9万股 | +197股+0.69% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.58% | 3.54% | $496.2万 | 3.4万股 | $422.3万 | 3.0万股 | +4,414股+14.76% | 加仓 |
 微软MSFT |
| 3.18% | 4.17% | $441.3万 | 1.5万股 | $497.6万 | 2.1万股 | -5,442股-26.23% | 减仓 |
| VVanEck Russia ETFBBH |
| 2.51% | 2.43% | $348.1万 | 4.7万股 | $289.7万 | 4.5万股 | +2,516股+5.64% | 加仓 |
 艾伯维ABBV |
| 2.5% | 3.02% | $347.0万 | 2.2万股 | $360.0万 | 2.2万股 | -502股-2.25% | 减仓 |
 亚马逊AMZN |
| 2.18% | 2.37% | $302.6万 | 2.9万股 | $282.3万 | 3.4万股 | -4,313股-12.83% | 减仓 |
| S嘉信策略信托SCHD |
| 1.95% | 2.08% | $270.7万 | 3.7万股 | $248.4万 | 3.3万股 | +4,116股+12.52% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.94% | 2.15% | $269.2万 | 2.6万股 | $256.2万 | 2.9万股 | -2,990股-10.35% | 减仓 |
 LAS VEGAS SANDS COMLVS |
| 1.79% | 1.97% | $248.4万 | 4.3万股 | $234.6万 | 4.9万股 | -5,569股-11.41% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.78% | 2.42% | $247.0万 | 7,999股 | $288.0万 | 9,324股 | -1,325股-14.21% | 减仓 |
| IiShares安硕信托XT |
| 1.59% | 1.68% | $220.3万 | 4.2万股 | $200.6万 | 4.2万股 | -571股-1.35% | 减仓 |
 BANK OF N T BUTTERFIELD & SON SHS NEWNTB |
| 1.39% | — | $192.5万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 辉瑞PFE |
| 1.36% | 2.01% | $188.4万 | 4.6万股 | $240.0万 | 4.7万股 | -671股-1.43% | 减仓 |
 英伟达NVDA |
| 1.26% | 1% | $174.3万 | 6,274股 | $119.5万 | 8,175股 | -1,901股-23.25% | 减仓 |
 芝加哥期权交易所CBOE |
| 1.15% | 1.46% | $159.1万 | 1.2万股 | $173.8万 | 1.4万股 | -2,000股-14.44% | 减仓 |
 Meta平台META |
| 1.09% | 1.09% | $151.7万 | 7,158股 | $130.4万 | 1.1万股 | -3,675股-33.92% | 减仓 |
| AARK·ETF TRARKK |
| 1.09% | — | $151.3万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| V先锋领航指数基金VB |
| 1.03% | 1.15% | $142.9万 | 7,541股 | $137.7万 | 7,502股 | +39股+0.52% | 加仓 |
 强生JNJ |
| 1.01% | 1.38% | $139.8万 | 9,016股 | $165.0万 | 9,339股 | -323股-3.46% | 减仓 |
| V先锋领航指数基金VOO |
| 0.97% | 1.01% | $134.4万 | 4,188股 | $120.8万 | 4,538股 | -350股-7.71% | 减仓 |
| IINSPIRE MED SYSINSP |
| 0.95% | 1.43% | $131.3万 | 5,611股 | $170.1万 | 6,754股 | -1,143股-16.92% | 减仓 |
| V先锋领航指数基金VTV |
| 0.94% | — | $130.5万 | 9,448股 | $0 | 0股 | +9,448股 | 新买入 |
 黑石集团BX |
| 0.92% | 0.98% | $127.6万 | 1.5万股 | $117.0万 | 1.6万股 | -1,234股-7.83% | 减仓 |
 福特F |
| 0.77% | 0.95% | $106.7万 | 8.5万股 | $112.8万 | 9.7万股 | -1.2万股-12.69% | 减仓 |
 星巴克SBUX |
| 0.76% | 0.84% | $105.4万 | 1.0万股 | $100.5万 | 1.0万股 | -12股-0.12% | 减仓 |
 谷歌AGOOGL |
| 0.76% | 1.05% | $105.2万 | 1.0万股 | $125.7万 | 1.4万股 | -4,110股-28.84% | 减仓 |
| Q高通QCOM |
| 0.74% | 0.73% | $102.6万 | 8,044股 | $86.7万 | 7,890股 | +154股+1.95% | 加仓 |
 赛富时CRM |
| 0.74% | 0.64% | $102.4万 | 5,126股 | $76.3万 | 5,751股 | -625股-10.87% | 减仓 |
| T赛默飞世尔TMO |
| 0.72% | 0.71% | $99.2万 | 1,721股 | $85.2万 | 1,547股 | +174股+11.25% | 加仓 |
| PPacer基金信托COWZ |
| 0.68% | 0.24% | $93.9万 | 2.0万股 | $28.1万 | 6,070股 | +1.4万股+229.49% | 加仓 |
 雅培ABT |
| 0.68% | 0.88% | $93.6万 | 9,245股 | $105.2万 | 9,583股 | -338股-3.53% | 减仓 |
 联合健康UNH |
| 0.66% | 0.68% | $91.2万 | 1,929股 | $81.3万 | 1,534股 | +395股+25.75% | 加仓 |
| IiShares安硕信托IYF |
| 0.64% | 0.84% | $89.2万 | 1.3万股 | $99.8万 | 1.3万股 | -695股-5.25% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.63% | 0.64% | $87.0万 | 8,946股 | $76.9万 | 7,596股 | +1,350股+17.77% | 加仓 |
 波音BA |
| 0.59% | 0.7% | $82.3万 | 3,875股 | $83.3万 | 4,375股 | -500股-11.43% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPDEC |
| 0.59% | 0.53% | $81.7万 | 2.6万股 | $62.9万 | 2.1万股 | +4,941股+23.50% | 加仓 |
 特斯拉TSLA |
| 0.59% | 1.43% | $81.4万 | 3,923股 | $170.6万 | 1.4万股 | -9,930股-71.68% | 减仓 |
 摩根大通JPM |
| 0.58% | 0.79% | $80.3万 | 6,158股 | $94.4万 | 7,041股 | -883股-12.54% | 减仓 |
 纽柯钢铁NUE |
| 0.57% | 0.61% | $79.0万 | 5,115股 | $72.6万 | 5,510股 | -395股-7.17% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.55% | 0.62% | $76.6万 | 3,133股 | $73.4万 | 3,427股 | -294股-8.58% | 减仓 |
| B贝莱德·LONG-TERM MUN ADVA |
| 0.55% | 0.61% | $76.2万 | 7.7万股 | $72.6万 | 7.7万股 | -724股-0.94% | 减仓 |
 DANAHER DEL COMDHR |
| 0.52% | 0.61% | $72.3万 | 2,869股 | $72.7万 | 2,738股 | +131股+4.78% | 加仓 |
| IInnovator ETF信托PFEB |
| 0.52% | — | $71.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 PIMCO·DYNAMIC INCOMEPDI |
| 0.51% | 0.8% | $70.9万 | 3.9万股 | $94.9万 | 5.1万股 | -1.2万股-23.35% | 减仓 |
| IINNOVATOR GROWTH-100 POWER BUFFER ETF - JULYNJUL |
| 0.49% | 0.51% | $68.3万 | 1.4万股 | $60.7万 | 1.4万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.49% | — | $67.7万 | 5,051股 | $0 | 0股 | +5,051股 | 新买入 |
 摩根士丹利MS |
| 0.49% | 0.57% | $67.4万 | 7,673股 | $68.4万 | 8,042股 | -369股-4.59% | 减仓 |
