| SSPDR标普500 ETFSPY |
| 5.47% | 5.06% | $4,424.5万 | 5.9万股 | $3,653.6万 | 5.6万股 | +3,069股+5.46% | 加仓 |
 谷歌AGOOGL |
| 4.72% | 4.38% | $3,816.4万 | 10.7万股 | $3,160.6万 | 11.0万股 | -3,120股-2.84% | 减仓 |
 苹果AAPL |
| 4.69% | 4.55% | $3,791.9万 | 13.1万股 | $3,289.0万 | 13.0万股 | +1,449股+1.12% | 加仓 |
 MECHANICS BANCORP CL AMCHB |
| 4.41% | 4.7% | $3,565.6万 | 224.3万股 | $3,395.4万 | 230.2万股 | -5.9万股-2.58% | 减仓 |
 微软MSFT |
| 3.38% | 3.68% | $2,727.9万 | 7.3万股 | $2,655.2万 | 7.2万股 | +1,401股+1.95% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 2.64% | 2.48% | $2,130.8万 | 14.6万股 | $1,789.8万 | 14.0万股 | +5,838股+4.18% | 加仓 |
| I景顺QQQ信托VOO |
| 2.28% | 2.06% | $1,843.9万 | 2.5万股 | $1,491.0万 | 2.6万股 | -793股-3.07% | 减仓 |
 英伟达NVDA |
| 2.08% | 1.93% | $1,682.0万 | 8.4万股 | $1,395.7万 | 8.0万股 | +4,033股+5.04% | 加仓 |
| V先锋领航指数基金VBK |
| 1.99% | 1.69% | $1,606.0万 | 4.4万股 | $1,221.9万 | 4.0万股 | +3,490股+8.63% | 加仓 |
 好市多COST |
| 1.88% | 2.24% | $1,517.0万 | 1.6万股 | $1,620.1万 | 1.6万股 | -43股-0.26% | 减仓 |
| V先锋领航指数基金VUG |
| 1.7% | 1.5% | $1,373.9万 | 16.0万股 | $1,084.2万 | 2.5万股 | +13.5万股+542.61% | 加仓 |
 亚马逊AMZN |
| 1.65% | 1.61% | $1,336.4万 | 5.6万股 | $1,160.1万 | 5.6万股 | +372股+0.67% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.62% | 1.24% | $1,308.4万 | 5.2万股 | $897.1万 | 4.9万股 | +2,426股+4.91% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 1.61% | 2% | $1,298.7万 | 23.0万股 | $1,444.0万 | 25.5万股 | -2.5万股-9.75% | 减仓 |
 摩根大通JPM |
| 1.58% | 1.6% | $1,279.3万 | 3.9万股 | $1,158.7万 | 3.9万股 | -308股-0.78% | 减仓 |
| IiShares安硕信托LQD |
| 1.46% | 1.82% | $1,182.0万 | 10.8万股 | $1,312.5万 | 12.0万股 | -1.2万股-10.01% | 减仓 |
| I景顺交易所交易基金IIBKLN |
| 1.36% | 1.73% | $1,096.9万 | 53.8万股 | $1,250.8万 | 61.3万股 | -7.4万股-12.14% | 减仓 |
 埃克森美孚XOM |
| 1.33% | 1.93% | $1,076.4万 | 7.9万股 | $1,397.1万 | 8.2万股 | -3,615股-4.39% | 减仓 |
 VisaV |
| 1.25% | 1.26% | $1,012.1万 | 3.0万股 | $911.1万 | 3.0万股 | -646股-2.14% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.24% | 1.27% | $998.7万 | 2.0万股 | $914.5万 | 1.9万股 | +876股+4.59% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.2% | 1% | $971.0万 | 2.7万股 | $724.2万 | 2.5万股 | +2,236股+8.86% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.17% | 1.1% | $948.0万 | 15.4万股 | $793.6万 | 14.3万股 | +1.1万股+7.91% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.17% | 0.91% | $945.3万 | 9.6万股 | $657.0万 | 7.0万股 | +2.7万股+38.09% | 加仓 |
| V先锋领航·FSTEVWO |
| 1.16% | 0.77% | $941.5万 | 15.8万股 | $556.3万 | 10.3万股 | +5.5万股+53.26% | 加仓 |
 强生JNJ |
| 1.16% | 1.28% | $936.0万 | 3.7万股 | $921.8万 | 3.8万股 | -857股-2.27% | 减仓 |
| IiShares安硕信托IJK |
| 1.03% | 0.99% | $830.1万 | 7.1万股 | $716.7万 | 7.1万股 | -579股-0.81% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.02% | 0.76% | $820.6万 | 9.9万股 | $549.0万 | 6.6万股 | +3.3万股+49.64% | 加仓 |
 甲骨文ORCL |
| 1% | 1.15% | $811.9万 | 5.5万股 | $832.1万 | 5.7万股 | -1,156股-2.04% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.99% | 0.84% | $803.7万 | 4.2万股 | $607.4万 | 4.6万股 | -3,514股-7.69% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.94% | 0.97% | $758.6万 | 1.1万股 | $698.7万 | 1.1万股 | -542股-4.78% | 减仓 |
 博通AVGO |
| 0.91% | 0.79% | $736.3万 | 1.9万股 | $569.4万 | 1.8万股 | +1,095股+5.95% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.9% | 0.8% | $729.0万 | 1.9万股 | $579.4万 | 1.8万股 | +41股+0.22% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.89% | 0.93% | $718.7万 | 1.4万股 | $671.5万 | 1.4万股 | -740股-5.10% | 减仓 |
 家得宝HD |
| 0.89% | 0.93% | $715.4万 | 2.0万股 | $671.0万 | 2.0万股 | -117股-0.57% | 减仓 |
 沃尔玛WMT |
| 0.87% | 1.08% | $702.8万 | 6.2万股 | $780.5万 | 6.3万股 | -745股-1.19% | 减仓 |
 麦当劳MCD |
| 0.8% | 1.09% | $646.4万 | 2.4万股 | $790.0万 | 2.5万股 | -1,504股-5.92% | 减仓 |
 礼来LLY |
| 0.79% | 0.63% | $642.1万 | 5,353股 | $453.8万 | 4,934股 | +419股+8.49% | 加仓 |
| FFIDELITY LOW VOLATILITY FACTOR ETFFDLO |
| 0.79% | 0.75% | $639.2万 | 9.4万股 | $543.2万 | 8.4万股 | +9,450股+11.24% | 加仓 |
| V先锋领航指数基金VOO |
| 0.79% | 0.54% | $637.7万 | 9,285股 | $389.7万 | 6,521股 | +2,764股+42.39% | 加仓 |
 思科CSCO |
| 0.75% | 0.55% | $605.3万 | 5.2万股 | $400.7万 | 5.2万股 | -116股-0.22% | 减仓 |
 雪佛龙CVX |
| 0.73% | 1.05% | $591.6万 | 3.6万股 | $761.1万 | 3.7万股 | -1,096股-2.98% | 减仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.7% | 0.67% | $568.5万 | 7.6万股 | $483.1万 | 6.5万股 | +1.1万股+16.84% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.68% | 0.73% | $553.2万 | 10.3万股 | $526.0万 | 10.7万股 | -3,357股-3.15% | 减仓 |
 ROSS STORES COMROST |
| 0.63% | 0.72% | $512.3万 | 2.4万股 | $523.6万 | 2.4万股 | -101股-0.42% | 减仓 |
| IiShares安硕信托DVY |
| 0.6% | 0.63% | $485.6万 | 3.1万股 | $455.6万 | 3.0万股 | +980股+3.26% | 加仓 |
 QUANTA SVCSPWR |
| 0.59% | 0.51% | $474.1万 | 6,585股 | $367.4万 | 6,692股 | -107股-1.60% | 减仓 |
 宝洁PG |
| 0.55% | 0.65% | $444.8万 | 3.0万股 | $469.0万 | 3.2万股 | -2,137股-6.58% | 减仓 |
 科磊KLAC |
| 0.55% | 0.29% | $441.1万 | 1.5万股 | $212.2万 | 1,441股 | +1.3万股+914.57% | 加仓 |
 默沙东MRK |
| 0.52% | 0.54% | $418.8万 | 3.3万股 | $390.0万 | 3.2万股 | +169股+0.52% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.51% | 0.33% | $415.9万 | 5.8万股 | $237.1万 | 3.7万股 | +2.1万股+57.77% | 加仓 |
