 苹果AAPL |
| 5.51% | 5.3% | $3,317.1万 | 11.5万股 | $2,878.1万 | 11.3万股 | +1,235股+1.09% | 加仓 |
 谷歌AGOOGL |
| 5.02% | 4.48% | $3,023.8万 | 8.5万股 | $2,435.2万 | 8.5万股 | -70股-0.08% | 减仓 |
 英伟达NVDA |
| 4.89% | 4.7% | $2,940.5万 | 14.7万股 | $2,553.7万 | 14.6万股 | +532股+0.36% | 加仓 |
 博通AVGO |
| 3.13% | 2.85% | $1,886.7万 | 5.0万股 | $1,550.9万 | 5.0万股 | -160股-0.32% | 减仓 |
 亚马逊AMZN |
| 2.99% | 2.83% | $1,799.6万 | 7.6万股 | $1,538.1万 | 7.4万股 | +1,657股+2.24% | 加仓 |
| SSPDR黄金信托GLD |
| 2.71% | 3.6% | $1,633.2万 | 4.4万股 | $1,958.4万 | 4.6万股 | -1,176股-2.58% | 减仓 |
| S嘉信策略信托SCHC |
| 2.5% | 2.56% | $1,505.4万 | 28.5万股 | $1,390.7万 | 28.4万股 | +1,106股+0.39% | 加仓 |
 微软MSFT |
| 2.48% | 2.73% | $1,495.5万 | 4.0万股 | $1,485.8万 | 4.0万股 | -45股-0.11% | 减仓 |
 PALO ALTOPANW |
| 2.31% | 1.27% | $1,393.3万 | 4.1万股 | $691.3万 | 4.3万股 | -2,264股-5.25% | 减仓 |
 摩根大通JPM |
| 2.21% | 2.29% | $1,331.0万 | 4.1万股 | $1,245.0万 | 4.2万股 | -1,659股-3.92% | 减仓 |
 天弘CLS |
| 2.05% | 1.83% | $1,232.6万 | 3.4万股 | $994.2万 | 3.5万股 | -1,509股-4.28% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 2.03% | 2.25% | $1,224.4万 | 50.7万股 | $1,222.1万 | 50.4万股 | +3,646股+0.72% | 加仓 |
 高盛GS |
| 2.03% | 1.89% | $1,222.4万 | 1.2万股 | $1,029.7万 | 1.2万股 | -84股-0.69% | 减仓 |
 iShares安硕·MBSACGL |
| 1.92% | 2.09% | $1,158.1万 | 12.3万股 | $1,136.2万 | 12.0万股 | +2,858股+2.39% | 加仓 |
 台积电TSM |
| 1.9% | 1.4% | $1,146.4万 | 2.4万股 | $758.1万 | 2.2万股 | +1,574股+7.02% | 加仓 |
| IISHARES BROADUSIG |
| 1.85% | 2.07% | $1,115.1万 | 21.7万股 | $1,127.5万 | 22.0万股 | -2,679股-1.22% | 减仓 |
| S嘉信·USSCHP |
| 1.84% | 1.98% | $1,109.9万 | 41.9万股 | $1,074.1万 | 40.4万股 | +1.5万股+3.76% | 加仓 |
| J骏利亨德森JAAA |
| 1.6% | 1.7% | $965.7万 | 19.1万股 | $921.7万 | 18.3万股 | +8,289股+4.53% | 加仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 1.56% | 1.69% | $938.1万 | 38.6万股 | $918.1万 | 38.3万股 | +3,061股+0.80% | 加仓 |
 科磊KLAC |
| 1.39% | 0.78% | $837.8万 | 2.8万股 | $422.9万 | 2,872股 | +2.5万股+866.92% | 加仓 |
 好市多COST |
| 1.14% | 1.31% | $685.8万 | 7,331股 | $713.1万 | 7,157股 | +174股+2.43% | 加仓 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.09% | 1.12% | $653.5万 | 16.5万股 | $611.0万 | 16.0万股 | +5,016股+3.14% | 加仓 |
 NETFLIXNFLX |
| 1.08% | 1.65% | $650.5万 | 9.1万股 | $897.5万 | 9.3万股 | -2,236股-2.40% | 减仓 |
 VistraVST |
| 1.03% | 1.12% | $618.7万 | 3.9万股 | $610.7万 | 4.1万股 | -1,625股-4.00% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.01% | 1.12% | $606.9万 | 20.2万股 | $606.8万 | 20.2万股 | +426股+0.21% | 加仓 |
 沃尔玛WMT |
| 0.95% | 1.13% | $569.0万 | 5.0万股 | $613.4万 | 4.9万股 | +883股+1.79% | 加仓 |
 阿斯麦ASML |
| 0.92% | 0.66% | $552.7万 | 2,778股 | $356.5万 | 2,699股 | +79股+2.93% | 加仓 |
 EMCOREME |
| 0.91% | 0.93% | $548.0万 | 6,603股 | $506.0万 | 6,854股 | -251股-3.66% | 减仓 |
| VVanEck ETF信托GDX |
| 0.91% | 1.28% | $545.2万 | 7.2万股 | $695.5万 | 7.6万股 | -3,528股-4.65% | 减仓 |
 WELLTOWER COMWELL |
| 0.88% | 0.85% | $530.9万 | 2.3万股 | $464.0万 | 2.3万股 | -82股-0.35% | 减仓 |
 通用动力GD |
| 0.85% | 0.84% | $511.9万 | 1.4万股 | $453.8万 | 1.3万股 | +1,228股+9.29% | 加仓 |
 Meta平台META |
| 0.84% | 0.95% | $504.5万 | 8,956股 | $514.1万 | 8,985股 | -29股-0.32% | 减仓 |
 卡特彼勒CAT |
| 0.83% | 0.61% | $497.9万 | 4,676股 | $331.3万 | 4,676股 | 00.00% | 持仓不变 |
 ExelixisEXEL |
| 0.82% | 0.7% | $495.3万 | 9.1万股 | $381.8万 | 8.9万股 | +2,025股+2.28% | 加仓 |
 应用材料AMAT |
| 0.8% | 0.42% | $482.1万 | 6,668股 | $227.9万 | 6,668股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.79% | 1.01% | $474.9万 | 6.3万股 | $546.6万 | 6.2万股 | +890股+1.44% | 加仓 |
 埃克森美孚XOM |
| 0.78% | 1.08% | $469.9万 | 3.4万股 | $589.5万 | 3.5万股 | -380股-1.09% | 减仓 |
| IiShares安硕信托GVI |
| 0.77% | 0.84% | $462.4万 | 4.3万股 | $456.4万 | 4.3万股 | -30股-0.07% | 减仓 |
 礼来LLY |
| 0.74% | 0.62% | $447.1万 | 3,728股 | $336.3万 | 3,656股 | +72股+1.97% | 加仓 |
 CencoraCOR |
| 0.64% | 0.82% | $383.9万 | 1.4万股 | $447.8万 | 1.4万股 | -690股-4.84% | 减仓 |
 迪尔DE |
| 0.61% | 0.6% | $369.0万 | 5,817股 | $327.7万 | 5,817股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.61% | 0.36% | $368.6万 | 1.4万股 | $196.6万 | 1.4万股 | -30股-0.21% | 减仓 |
 HESS MIDSTREAM LP CL A SHSHESM |
| 0.61% | 0.69% | $364.4万 | 9.7万股 | $373.1万 | 9.6万股 | +920股+0.96% | 加仓 |
 泛林集团LRCX |
| 0.59% | 0.31% | $356.7万 | 8,232股 | $170.9万 | 8,000股 | +232股+2.90% | 加仓 |
| EENSIGNENSG |
| 0.58% | 0.84% | $351.7万 | 2.2万股 | $458.5万 | 2.3万股 | -814股-3.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.46% | $330.8万 | 9,361股 | $247.9万 | 8,641股 | +720股+8.33% | 加仓 |
 QUANTA SVCSPWR |
| 0.54% | 0.48% | $325.0万 | 4,513股 | $258.6万 | 4,711股 | -198股-4.20% | 减仓 |
 FRONTDOORFTDR |
| 0.53% | — | $316.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 INTERNATIONAL BANCSHARES CORIBOC |
| 0.52% | 0.53% | $315.3万 | 4.2万股 | $287.5万 | 4.3万股 | -1,207股-2.83% | 减仓 |
| S道富SPYM |
| 0.51% | 0.52% | $304.5万 | 3.5万股 | $284.7万 | 3.7万股 | -2,544股-6.84% | 减仓 |
