| AAlphabet Inc Class CGOOG |
| 12.79% | 11.38% | $1.18亿 | 33.3万股 | $9,736.5万 | 33.9万股 | -6,518股-1.92% | 减仓 |
 谷歌AGOOGL |
| 12.46% | 10.93% | $1.15亿 | 32.1万股 | $9,351.2万 | 32.5万股 | -4,615股-1.42% | 减仓 |
 微软MSFT |
| 7.18% | 7.77% | $6,605.4万 | 17.7万股 | $6,649.4万 | 18.0万股 | -2,553股-1.42% | 减仓 |
 苹果AAPL |
| 6.6% | 6.26% | $6,069.5万 | 21.0万股 | $5,351.8万 | 21.1万股 | -1,121股-0.53% | 减仓 |
 VisaV |
| 5.02% | 5% | $4,613.2万 | 13.4万股 | $4,281.5万 | 14.2万股 | -7,198股-5.08% | 减仓 |
 好市多COST |
| 4.76% | 5.64% | $4,371.8万 | 4.7万股 | $4,823.1万 | 4.8万股 | -1,670股-3.45% | 减仓 |
 泛林集团LRCX |
| 4.35% | 2.5% | $3,997.5万 | 9.2万股 | $2,141.9万 | 10.0万股 | -8,000股-7.98% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.04% | 3.23% | $2,793.5万 | 5.6万股 | $2,760.5万 | 5.8万股 | -1,780股-3.09% | 减仓 |
 艾伯维ABBV |
| 2.99% | 2.81% | $2,749.3万 | 10.9万股 | $2,402.8万 | 11.0万股 | -1,225股-1.11% | 减仓 |
 甲骨文ORCL |
| 2.83% | 3.35% | $2,598.4万 | 17.7万股 | $2,864.7万 | 19.5万股 | -1.7万股-8.95% | 减仓 |
 强生JNJ |
| 2.43% | 2.62% | $2,234.7万 | 8.8万股 | $2,237.6万 | 9.2万股 | -3,548股-3.88% | 减仓 |
 亚马逊AMZN |
| 2.43% | 2.09% | $2,234.2万 | 9.4万股 | $1,785.2万 | 8.6万股 | +8,027股+9.36% | 加仓 |
| AALPS ETF信托AMLP |
| 1.88% | 2.08% | $1,731.0万 | 33.4万股 | $1,777.1万 | 33.8万股 | -3,750股-1.11% | 减仓 |
| SSPDR黄金信托GLD |
| 1.83% | 2.61% | $1,678.3万 | 4.6万股 | $2,234.3万 | 5.2万股 | -6,368股-12.26% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.7% | 1.67% | $1,562.1万 | 8.6万股 | $1,429.3万 | 8.6万股 | -100股-0.12% | 减仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 1.62% | 1.59% | $1,493.9万 | 17.9万股 | $1,359.7万 | 18.7万股 | -7,615股-4.07% | 减仓 |
 联合健康UNH |
| 1.41% | 0.98% | $1,299.0万 | 3.1万股 | $838.9万 | 3.1万股 | +250股+0.81% | 加仓 |
 雪佛龙CVX |
| 1.29% | 1.79% | $1,187.5万 | 7.2万股 | $1,528.9万 | 7.4万股 | -2,256股-3.05% | 减仓 |
 摩根大通JPM |
| 1.19% | 0.97% | $1,090.1万 | 3.3万股 | $829.0万 | 2.8万股 | +5,120股+18.17% | 加仓 |
 百事可乐PEP |
| 1.04% | 1.31% | $960.1万 | 7.1万股 | $1,120.0万 | 7.2万股 | -1,215股-1.68% | 减仓 |
| V先锋领航指数基金VOO |
| 0.98% | 0.92% | $900.6万 | 1.3万股 | $784.4万 | 1.3万股 | -14股-0.11% | 减仓 |
 思科CSCO |
| 0.94% | 0.67% | $862.6万 | 7.3万股 | $575.2万 | 7.4万股 | -700股-0.94% | 减仓 |
 联合太平洋铁路UNP |
| 0.9% | 0.89% | $829.3万 | 3.0万股 | $763.6万 | 3.1万股 | -985股-3.13% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.86% | 1.3% | $786.8万 | 5.1万股 | $1,113.1万 | 5.5万股 | -4,120股-7.51% | 减仓 |
 AMD超威AMD |
| 0.83% | 0.31% | $761.0万 | 1.3万股 | $266.5万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.78% | 0.6% | $721.0万 | 5.5万股 | $512.1万 | 4.5万股 | +1.1万股+23.44% | 加仓 |
 埃克森美孚XOM |
| 0.78% | 1.06% | $716.8万 | 5.2万股 | $905.3万 | 5.3万股 | -935股-1.75% | 减仓 |
 AON SHS CL AAON |
| 0.77% | 0.81% | $708.7万 | 2.1万股 | $689.6万 | 2.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.71% | 0.65% | $652.8万 | 1.7万股 | $559.4万 | 1.8万股 | -795股-4.40% | 减仓 |
 霍尼韦尔HON |
| 0.7% | 1.62% | $646.2万 | 2.9万股 | $1,384.1万 | 6.1万股 | -3.2万股-52.87% | 减仓 |
 默沙东MRK |
| 0.7% | 0.71% | $645.8万 | 5.0万股 | $604.5万 | 5.0万股 | 00.00% | 持仓不变 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.69% | — | $638.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 高盛GS |
| 0.56% | 0.5% | $510.7万 | 5,050股 | $427.2万 | 5,050股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.52% | 0.75% | $477.3万 | 2.5万股 | $644.3万 | 3.4万股 | -8,924股-26.26% | 减仓 |
 威瑞森VZ |
| 0.51% | 0.66% | $465.8万 | 11.0万股 | $567.6万 | 11.3万股 | -3,050股-2.70% | 减仓 |
 CVS健康CVS |
| 0.5% | 0.4% | $457.9万 | 4.4万股 | $342.6万 | 4.8万股 | -3,434股-7.20% | 减仓 |
| N新纪元能源NEE |
| 0.5% | 0.57% | $456.6万 | 5.2万股 | $486.7万 | 5.2万股 | -375股-0.72% | 减仓 |
 可口可乐KO |
| 0.39% | 0.41% | $354.7万 | 4.4万股 | $350.6万 | 4.6万股 | -2,448股-5.31% | 减仓 |
 AMGEN COMAMGN |
| 0.37% | 0.4% | $338.6万 | 9,350股 | $343.1万 | 9,750股 | -400股-4.10% | 减仓 |
 Meta平台META |
| 0.34% | 0.37% | $316.3万 | 5,615股 | $319.0万 | 5,575股 | +40股+0.72% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.34% | 0.16% | $311.5万 | 7,220股 | $139.3万 | 8,488股 | -1,268股-14.94% | 减仓 |
 康菲石油COP |
| 0.33% | 0.46% | $303.0万 | 2.9万股 | $391.9万 | 3.0万股 | -540股-1.82% | 减仓 |
 ADPADP |
| 0.33% | 0.4% | $300.1万 | 1.3万股 | $342.4万 | 1.7万股 | -3,452股-20.48% | 减仓 |
 迪尔DE |
| 0.32% | 0.31% | $294.3万 | 4,640股 | $263.3万 | 4,675股 | -35股-0.75% | 减仓 |
 宝洁PG |
| 0.31% | 0.33% | $286.9万 | 2.0万股 | $282.6万 | 2.0万股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 0.28% | 0.34% | $253.3万 | 1.7万股 | $292.0万 | 1.9万股 | -1,830股-9.86% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.27% | 0.26% | $252.5万 | 3,381股 | $221.6万 | 3,407股 | -26股-0.76% | 减仓 |
 CorpayCPAY |
| 0.26% | 0.24% | $240.0万 | 7,200股 | $209.5万 | 7,200股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.24% | 0.18% | $222.7万 | 1.1万股 | $152.7万 | 8,755股 | +2,375股+27.13% | 加仓 |
 埃森哲ACN |
| 0.21% | 0.75% | $193.5万 | 1.6万股 | $642.1万 | 3.2万股 | -1.7万股-51.98% | 减仓 |
