| SSPDR标普500 ETFSPY |
| 7.09% | 7.19% | $2,631.6万 | 3.5万股 | $2,341.0万 | 3.6万股 | -757股-2.10% | 减仓 |
 谷歌AGOOGL |
| 5.36% | 4.94% | $1,989.1万 | 5.6万股 | $1,608.8万 | 5.6万股 | -289股-0.52% | 减仓 |
 微软MSFT |
| 4.98% | 5.6% | $1,848.1万 | 5.0万股 | $1,824.5万 | 4.9万股 | +257股+0.52% | 加仓 |
 博通AVGO |
| 4.58% | 4.3% | $1,699.7万 | 4.5万股 | $1,401.2万 | 4.5万股 | -276股-0.61% | 减仓 |
 摩根大通JPM |
| 3.2% | 3.34% | $1,188.5万 | 3.6万股 | $1,088.8万 | 3.7万股 | -705股-1.90% | 减仓 |
 礼来LLY |
| 3.03% | 2.69% | $1,125.1万 | 9,380股 | $877.1万 | 9,536股 | -156股-1.64% | 减仓 |
 卡特彼勒CAT |
| 2.95% | 2.24% | $1,094.9万 | 1.0万股 | $730.1万 | 1.0万股 | -24股-0.23% | 减仓 |
 伊顿ETN |
| 2.89% | 2.73% | $1,073.9万 | 2.5万股 | $889.9万 | 2.5万股 | +322股+1.29% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.64% | 2.64% | $980.2万 | 1.4万股 | $859.5万 | 1.4万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 2.39% | 2.44% | $885.4万 | 2.6万股 | $793.5万 | 2.6万股 | -58股-0.22% | 减仓 |
 亚马逊AMZN |
| 2.29% | 2.22% | $848.7万 | 3.6万股 | $721.8万 | 3.5万股 | +953股+2.75% | 加仓 |
 苹果AAPL |
| 1.99% | 1.99% | $737.6万 | 2.5万股 | $647.9万 | 2.6万股 | -38股-0.15% | 减仓 |
 CrowdStrikeCRWD |
| 1.81% | 1.05% | $672.1万 | 8,807股 | $342.7万 | 8,778股 | +29股+0.33% | 加仓 |
 埃克森美孚XOM |
| 1.7% | 2.43% | $631.6万 | 4.6万股 | $790.5万 | 4.7万股 | -398股-0.85% | 减仓 |
| C花旗集团C |
| 1.67% | 1.48% | $621.2万 | 4.4万股 | $480.7万 | 4.2万股 | +2,000股+4.72% | 加仓 |
 AMD超威AMD |
| 1.65% | 0.66% | $614.0万 | 1.1万股 | $214.7万 | 1.1万股 | +15股+0.14% | 加仓 |
 艾伯维ABBV |
| 1.6% | 1.58% | $593.6万 | 2.4万股 | $513.5万 | 2.4万股 | -24股-0.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.56% | 1.44% | $578.8万 | 1.6万股 | $469.9万 | 1.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.48% | 1.61% | $548.8万 | 2.2万股 | $524.1万 | 2.1万股 | +170股+0.79% | 加仓 |
| V先锋领航指数基金VOO |
| 1.47% | 1.46% | $545.7万 | 7,945股 | $474.8万 | 7,945股 | 00.00% | 持仓不变 |
 VisaV |
| 1.4% | 1.4% | $520.7万 | 1.5万股 | $455.7万 | 1.5万股 | +100股+0.66% | 加仓 |
 派克汉尼汾PH |
| 1.37% | 1.43% | $508.3万 | 5,197股 | $465.2万 | 5,197股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 1.3% | 1.27% | $482.8万 | 7.1万股 | $412.5万 | 7.3万股 | -2,064股-2.84% | 减仓 |
 英伟达NVDA |
| 1.29% | 1.3% | $480.2万 | 2.4万股 | $421.7万 | 2.4万股 | -180股-0.74% | 减仓 |
 默沙东MRK |
| 1.23% | 1.31% | $456.9万 | 3.6万股 | $427.7万 | 3.6万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IOO |
| 1.16% | 1.29% | $432.1万 | 3.2万股 | $419.7万 | 3.5万股 | -3,068股-8.84% | 减仓 |
 霍尼韦尔HON |
| 1.13% | 2.55% | $418.2万 | 1.9万股 | $829.8万 | 3.7万股 | -1.8万股-49.12% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.11% | — | $413.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| Q高通QCOM |
| 1.03% | 0.65% | $382.7万 | 2.1万股 | $212.7万 | 1.7万股 | +4,195股+25.40% | 加仓 |
 高盛GS |
| 1.03% | 1.03% | $381.3万 | 3,770股 | $335.9万 | 3,970股 | -200股-5.04% | 减仓 |
| IiShares安硕·COREIJR |
| 0.95% | 0.91% | $353.7万 | 2.4万股 | $296.5万 | 2.4万股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.87% | 0.94% | $323.6万 | 6,235股 | $305.4万 | 6,160股 | +75股+1.22% | 加仓 |
 ShopifySHOP |
| 0.85% | 1.01% | $316.9万 | 2.8万股 | $330.3万 | 2.8万股 | -89股-0.32% | 减仓 |
 百事可乐PEP |
| 0.84% | 1.08% | $312.4万 | 2.3万股 | $350.1万 | 2.3万股 | +533股+2.36% | 加仓 |
 ExpediaEXPE |
| 0.79% | 0.81% | $292.8万 | 1.1万股 | $264.2万 | 1.1万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.77% | 1.11% | $287.6万 | 1.7万股 | $362.7万 | 1.8万股 | -179股-1.02% | 减仓 |
 德州仪器TXN |
| 0.77% | 0.56% | $286.1万 | 9,600股 | $183.8万 | 9,465股 | +135股+1.43% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.7% | 0.75% | $260.2万 | 2.5万股 | $243.3万 | 2.5万股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.7% | 0.73% | $259.1万 | 1.8万股 | $237.2万 | 1.8万股 | -4股-0.02% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.69% | 0.55% | $255.6万 | 9,709股 | $179.3万 | 8,574股 | +1,135股+13.24% | 加仓 |
| IIBMIBM |
| 0.68% | 0.55% | $252.5万 | 8,980股 | $179.1万 | 7,391股 | +1,589股+21.50% | 加仓 |
 百时美施贵宝BMY |
| 0.66% | 0.79% | $245.8万 | 4.3万股 | $258.8万 | 4.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.62% | 0.69% | $231.4万 | 7.3万股 | $223.9万 | 7.3万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.52% | 0.6% | $194.2万 | 2.1万股 | $195.2万 | 2.1万股 | -50股-0.24% | 减仓 |
| T赛默飞世尔TMO |
| 0.51% | 0.57% | $190.0万 | 3,790股 | $186.3万 | 3,790股 | 00.00% | 持仓不变 |
| IiShares安硕·BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.51% | 0.13% | $188.8万 | 5.1万股 | $42.8万 | 1.2万股 | +3.9万股+338.74% | 加仓 |
 Phillips 66PSX |
| 0.51% | 0.63% | $188.5万 | 1.1万股 | $204.7万 | 1.1万股 | -85股-0.76% | 减仓 |
 可口可乐KO |
| 0.48% | 0.51% | $177.6万 | 2.2万股 | $166.2万 | 2.2万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.47% | 0.6% | $173.4万 | 1.9万股 | $196.2万 | 1.9万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.46% | 0.29% | $170.9万 | 4,112股 | $93.8万 | 3,466股 | +646股+18.64% | 加仓 |
