| SSPDR道富系列信托SPTM |
| 8.07% | 7.84% | $993.3万 | 10.9万股 | $825.0万 | 10.4万股 | +5,053股+4.84% | 加仓 |
 飞塔FTNT |
| 7.5% | 4.79% | $924.3万 | 6.0万股 | $504.1万 | 6.2万股 | -1,515股-2.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 6.36% | 7.11% | $783.4万 | 1.6万股 | $748.2万 | 1.6万股 | +42股+0.27% | 加仓 |
 苹果AAPL |
| 5.77% | 5.91% | $711.2万 | 2.5万股 | $622.1万 | 2.5万股 | +68股+0.28% | 加仓 |
| S道富SPYM |
| 5.69% | 4.99% | $700.3万 | 8.0万股 | $525.9万 | 6.9万股 | +1.1万股+15.97% | 加仓 |
 亚马逊AMZN |
| 4.26% | 4.31% | $524.7万 | 2.2万股 | $453.4万 | 2.2万股 | +243股+1.12% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.1% | 4.61% | $504.5万 | 6,756股 | $485.6万 | 7,467股 | -711股-9.52% | 减仓 |
 英伟达NVDA |
| 3.7% | 3.86% | $455.7万 | 2.3万股 | $406.1万 | 2.3万股 | -509股-2.19% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.47% | 3.26% | $427.1万 | 1.2万股 | $343.2万 | 1.2万股 | +125股+1.04% | 加仓 |
 摩根大通JPM |
| 3.28% | 3.35% | $404.3万 | 1.2万股 | $352.5万 | 1.2万股 | +367股+3.06% | 加仓 |
 微软MSFT |
| 2.91% | 3.25% | $358.4万 | 9,609股 | $342.7万 | 9,257股 | +352股+3.80% | 加仓 |
 沃尔玛WMT |
| 2.48% | 3.09% | $305.2万 | 2.7万股 | $325.4万 | 2.6万股 | +759股+2.90% | 加仓 |
 WASTE MGMT DELWM |
| 2.29% | 2.64% | $281.4万 | 1.3万股 | $278.3万 | 1.2万股 | +515股+4.25% | 加仓 |
| V先锋领航指数基金VOO |
| 2.2% | 2.06% | $270.6万 | 3,674股 | $217.4万 | 3,766股 | -92股-2.44% | 减仓 |
 相干公司COHR |
| 2.07% | 1.54% | $254.6万 | 6,454股 | $161.8万 | 6,791股 | -337股-4.96% | 减仓 |
 礼来LLY |
| 2.04% | 1.71% | $250.8万 | 2,091股 | $179.6万 | 1,953股 | +138股+7.07% | 加仓 |
 CrowdStrikeCRWD |
| 1.87% | 1.28% | $230.2万 | 3,016股 | $134.7万 | 3,449股 | -433股-12.55% | 减仓 |
| I景顺交易所交易基金信托XSMO |
| 1.69% | 1.4% | $208.0万 | 2.2万股 | $147.9万 | 1.9万股 | +2,763股+14.20% | 加仓 |
 Meta平台META |
| 1.54% | 1.82% | $189.4万 | 3,362股 | $191.5万 | 3,347股 | +15股+0.45% | 加仓 |
 可口可乐KO |
| 1.15% | 1.17% | $141.1万 | 1.7万股 | $122.9万 | 1.6万股 | +1,200股+7.42% | 加仓 |
 宝洁PG |
| 1.09% | 1.31% | $134.0万 | 9,135股 | $137.9万 | 9,549股 | -414股-4.34% | 减仓 |
 切尼尔能源LNG |
| 1.01% | 1.41% | $124.4万 | 5,204股 | $148.3万 | 5,228股 | -24股-0.46% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.01% | 0.9% | $124.3万 | 4,104股 | $95.1万 | 4,004股 | +100股+2.50% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.98% | 1.07% | $121.2万 | 3,852股 | $112.7万 | 3,928股 | -76股-1.93% | 减仓 |
 艾伯维ABBV |
| 0.98% | 0.94% | $120.4万 | 4,785股 | $99.4万 | 4,570股 | +215股+4.70% | 加仓 |
 强生JNJ |
| 0.96% | 1.1% | $118.8万 | 4,678股 | $115.6万 | 4,728股 | -50股-1.06% | 减仓 |
| S道富SPMD |
| 0.88% | 0.87% | $108.7万 | 1.6万股 | $91.1万 | 1.5万股 | +710股+4.62% | 加仓 |
 卡特彼勒CAT |
| 0.72% | 0.53% | $88.4万 | 830股 | $55.8万 | 788股 | +42股+5.33% | 加仓 |
| V先锋领航·TOTALBND |
| 0.71% | 0.75% | $87.2万 | 1.2万股 | $78.7万 | 1.1万股 | +1,190股+11.13% | 加仓 |
 LOWES COS COMLOW |
| 0.71% | 0.89% | $87.0万 | 3,945股 | $93.2万 | 3,945股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.7% | 0.75% | $86.7万 | 1.5万股 | $78.6万 | 1.6万股 | -1,231股-7.57% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.66% | 0.73% | $81.8万 | 5,175股 | $76.6万 | 5,172股 | +3股+0.06% | 加仓 |
 联合太平洋铁路UNP |
| 0.64% | 0.67% | $78.9万 | 2,899股 | $70.3万 | 2,899股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.64% | 0.73% | $78.3万 | 3,063股 | $76.4万 | 3,128股 | -65股-2.08% | 减仓 |
 谷歌AGOOGL |
| 0.62% | 0.59% | $76.8万 | 2,150股 | $61.8万 | 2,150股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.62% | 0.78% | $76.8万 | 7,974股 | $82.4万 | 8,544股 | -570股-6.67% | 减仓 |
| G通用动力VTI |
| 0.61% | 0.84% | $75.5万 | 2,039股 | $89.0万 | 2,773股 | -734股-26.47% | 减仓 |
 FIRST HORIZONFHN |
| 0.57% | 0.59% | $69.6万 | 2.7万股 | $62.3万 | 2.7万股 | -206股-0.75% | 减仓 |
 埃克森美孚XOM |
| 0.56% | 0.86% | $69.0万 | 5,046股 | $90.3万 | 5,323股 | -277股-5.20% | 减仓 |
| S嘉信策略信托SCHD |
| 0.55% | 0.63% | $68.2万 | 2.2万股 | $66.0万 | 2.2万股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 0.55% | 0.82% | $67.7万 | 1,330股 | $86.0万 | 1,260股 | +70股+5.56% | 加仓 |
 家得宝HD |
| 0.53% | 0.61% | $65.8万 | 1,866股 | $64.6万 | 1,966股 | -100股-5.09% | 减仓 |
 PULTEPHM |
| 0.53% | 0.53% | $64.7万 | 4,715股 | $55.8万 | 4,745股 | -30股-0.63% | 减仓 |
 赛富时CRM |
| 0.51% | 0.72% | $62.4万 | 3,984股 | $76.2万 | 4,083股 | -99股-2.42% | 减仓 |
 EASTMAN CHEMEMN |
| 0.5% | 0.67% | $61.8万 | 9,220股 | $70.1万 | 9,190股 | +30股+0.33% | 加仓 |
 麦当劳MCD |
| 0.45% | 0.72% | $56.0万 | 2,071股 | $75.5万 | 2,428股 | -357股-14.70% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.4% | 0.31% | $48.9万 | 2,569股 | $32.8万 | 2,471股 | +98股+3.97% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.39% | 0.46% | $48.3万 | 2.5万股 | $48.7万 | 2.5万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.38% | 0.4% | $47.3万 | 1,124股 | $41.8万 | 1,124股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYMI |
| 0.37% | 0.41% | $45.2万 | 4,600股 | $43.4万 | 4,600股 | 00.00% | 持仓不变 |
