| AAlphabet Inc Class CGOOG |
| 5.75% | 5.14% | $6,375.0万 | 18.0万股 | $5,322.0万 | 18.6万股 | -5,102股-2.75% | 减仓 |
 苹果AAPL |
| 5.41% | 5.25% | $5,995.9万 | 20.7万股 | $5,434.8万 | 21.4万股 | -6,932股-3.24% | 减仓 |
 微软MSFT |
| 4.73% | 5.14% | $5,241.3万 | 14.1万股 | $5,318.5万 | 14.4万股 | -3,168股-2.20% | 减仓 |
 博通AVGO |
| 4.42% | 3.98% | $4,898.3万 | 13.0万股 | $4,125.4万 | 13.3万股 | -3,616股-2.71% | 减仓 |
 泛林集团LRCX |
| 4.04% | 2.21% | $4,480.3万 | 10.3万股 | $2,284.4万 | 10.7万股 | -3,526股-3.30% | 减仓 |
 摩根大通JPM |
| 3.61% | 3.57% | $4,006.3万 | 12.2万股 | $3,692.6万 | 12.6万股 | -3,137股-2.50% | 减仓 |
| V先锋领航指数基金VOO |
| 2.37% | 1.8% | $2,631.5万 | 3.8万股 | $1,861.8万 | 3.1万股 | +7,157股+22.97% | 加仓 |
 强生JNJ |
| 2.05% | 2.11% | $2,274.6万 | 9.0万股 | $2,181.6万 | 8.9万股 | +312股+0.35% | 加仓 |
 甲骨文ORCL |
| 1.92% | 2.11% | $2,124.3万 | 14.5万股 | $2,186.3万 | 14.9万股 | -3,662股-2.46% | 减仓 |
 VisaV |
| 1.83% | 1.73% | $2,027.1万 | 5.9万股 | $1,793.2万 | 5.9万股 | -246股-0.41% | 减仓 |
 雷神技术RTX |
| 1.78% | 1.96% | $1,972.3万 | 10.4万股 | $2,028.2万 | 10.5万股 | -1,189股-1.13% | 减仓 |
 谷歌AGOOGL |
| 1.77% | 1.51% | $1,967.4万 | 5.5万股 | $1,567.6万 | 5.5万股 | +536股+0.98% | 加仓 |
 麦当劳MCD |
| 1.59% | 1.98% | $1,762.8万 | 6.5万股 | $2,047.9万 | 6.6万股 | -678股-1.03% | 减仓 |
 伊顿ETN |
| 1.44% | 1.31% | $1,599.4万 | 3.8万股 | $1,354.3万 | 3.8万股 | -331股-0.87% | 减仓 |
 JacobsJ |
| 1.31% | 1.48% | $1,456.9万 | 11.6万股 | $1,528.0万 | 12.0万股 | -4,426股-3.69% | 减仓 |
 埃克森美孚XOM |
| 1.26% | 1.66% | $1,392.2万 | 10.2万股 | $1,721.5万 | 10.1万股 | +356股+0.35% | 加仓 |
| T赛默飞世尔TMO |
| 1.21% | 1.29% | $1,344.2万 | 2.7万股 | $1,337.0万 | 2.7万股 | -389股-1.43% | 减仓 |
 亚马逊AMZN |
| 1.2% | 1.12% | $1,333.0万 | 5.6万股 | $1,159.9万 | 5.6万股 | +237股+0.43% | 加仓 |
| TTOLL BROTHERSTOL |
| 1.11% | 1% | $1,233.7万 | 7.5万股 | $1,031.6万 | 7.6万股 | -710股-0.94% | 减仓 |
 IQVIAIQV |
| 1.1% | 1.09% | $1,222.5万 | 6.3万股 | $1,130.0万 | 6.6万股 | -2,994股-4.52% | 减仓 |
 宝洁PG |
| 1.1% | 1.11% | $1,213.8万 | 8.3万股 | $1,149.0万 | 8.0万股 | +3,227股+4.06% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.07% | 1.37% | $1,188.9万 | 9.7万股 | $1,420.1万 | 9.0万股 | +6,287股+6.96% | 加仓 |
 百事可乐PEP |
| 1.04% | 1.31% | $1,152.5万 | 8.5万股 | $1,357.6万 | 8.7万股 | -2,310股-2.64% | 减仓 |
 嘉信理财SCHW |
| 1.01% | 1.12% | $1,117.0万 | 12.1万股 | $1,163.4万 | 12.4万股 | -2,731股-2.21% | 减仓 |
 可口可乐KO |
| 1% | 1.03% | $1,104.2万 | 13.6万股 | $1,067.5万 | 14.0万股 | -4,492股-3.20% | 减仓 |
 诺华NVS |
| 0.98% | 1.06% | $1,087.9万 | 6.9万股 | $1,092.6万 | 7.2万股 | -2,115股-2.96% | 减仓 |
 Meta平台META |
| 0.98% | 1.08% | $1,085.2万 | 1.9万股 | $1,123.1万 | 2.0万股 | -365股-1.86% | 减仓 |
 杜克能源DUK |
| 0.97% | 1.11% | $1,077.3万 | 8.5万股 | $1,153.6万 | 8.8万股 | -2,999股-3.40% | 减仓 |
 英伟达NVDA |
| 0.96% | 0.88% | $1,066.7万 | 5.3万股 | $911.9万 | 5.2万股 | +1,025股+1.96% | 加仓 |
 AON SHS CL AAON |
| 0.95% | 1.04% | $1,054.4万 | 3.2万股 | $1,080.5万 | 3.3万股 | -1,687股-5.04% | 减仓 |
 LOWES COS COMLOW |
| 0.89% | 1.05% | $984.9万 | 4.5万股 | $1,091.4万 | 4.6万股 | -1,521股-3.29% | 减仓 |
 艾伯维ABBV |
| 0.88% | 0.83% | $978.9万 | 3.9万股 | $855.2万 | 3.9万股 | -423股-1.08% | 减仓 |
 派克汉尼汾PH |
| 0.84% | 0.84% | $933.7万 | 9,546股 | $873.7万 | 9,759股 | -213股-2.18% | 减仓 |
 雪佛龙CVX |
| 0.84% | 1.13% | $932.3万 | 5.6万股 | $1,174.5万 | 5.7万股 | -519股-0.91% | 减仓 |
| N新纪元能源NEE |
| 0.82% | 0.92% | $907.5万 | 10.3万股 | $950.1万 | 10.2万股 | +1,105股+1.08% | 加仓 |
 好市多COST |
| 0.82% | 0.98% | $903.8万 | 9,661股 | $1,011.0万 | 1.0万股 | -485股-4.78% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.81% | 0.71% | $901.7万 | 2.3万股 | $731.5万 | 2.3万股 | -290股-1.26% | 减仓 |
 穆迪MCO |
| 0.81% | 0.76% | $893.2万 | 2.0万股 | $785.1万 | 1.8万股 | +1,724股+9.58% | 加仓 |
 礼来LLY |
| 0.71% | 0.59% | $791.7万 | 6,601股 | $614.5万 | 6,681股 | -80股-1.20% | 减仓 |
| S嘉信策略信托SCHD |
| 0.7% | 0.73% | $778.1万 | 24.5万股 | $759.5万 | 24.8万股 | -2,180股-0.88% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.68% | 0.69% | $752.9万 | 9.0万股 | $715.2万 | 9.5万股 | -5,337股-5.60% | 减仓 |
 ONEOKOKE |
| 0.66% | 0.74% | $734.7万 | 8.5万股 | $767.6万 | 8.5万股 | -409股-0.48% | 减仓 |
 沃尔玛WMT |
| 0.65% | 0.78% | $723.4万 | 6.4万股 | $807.5万 | 6.5万股 | -1,106股-1.70% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.65% | 1.02% | $716.0万 | 4.3万股 | $1,056.7万 | 5.0万股 | -7,625股-15.16% | 减仓 |
 联合包裹UPSUPS |
| 0.64% | 0.63% | $710.2万 | 6.6万股 | $652.1万 | 6.6万股 | -225股-0.34% | 减仓 |
 安费诺APH |
| 0.63% | 0.16% | $696.1万 | 3.9万股 | $166.4万 | 1.3万股 | +2.6万股+199.78% | 加仓 |
 家得宝HD |
| 0.63% | 0.65% | $695.0万 | 2.0万股 | $673.9万 | 2.0万股 | -785股-3.83% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.61% | 0.56% | $677.4万 | 9,072股 | $577.5万 | 8,879股 | +193股+2.17% | 加仓 |
 思科CSCO |
| 0.6% | 0.43% | $663.9万 | 5.7万股 | $444.7万 | 5.7万股 | -793股-1.38% | 减仓 |
 WASTE MGMT DELWM |
| 0.59% | 0.65% | $658.7万 | 3.0万股 | $673.3万 | 2.9万股 | +253股+0.86% | 加仓 |
