| FFLEXFLEX |
| 7.54% | 3.7% | $1.22亿 | 75.4万股 | $5,371.3万 | 82.1万股 | -6.6万股-8.06% | 减仓 |
 苹果AAPL |
| 5.5% | 5.66% | $8,918.2万 | 30.8万股 | $8,201.4万 | 32.3万股 | -1.5万股-4.63% | 减仓 |
| SSPDR标普500 ETFSPY |
| 3.79% | 3.07% | $6,142.1万 | 8.2万股 | $4,451.6万 | 6.8万股 | +1.4万股+20.16% | 加仓 |
 Roper科技ROP |
| 3.71% | 4.61% | $6,015.8万 | 17.8万股 | $6,682.0万 | 18.9万股 | -1.1万股-5.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.19% | 2.78% | $5,169.6万 | 14.6万股 | $4,036.9万 | 14.1万股 | +5,585股+3.97% | 加仓 |
 派克汉尼汾PH |
| 3.02% | 3.1% | $4,895.4万 | 5.0万股 | $4,500.1万 | 5.0万股 | -218股-0.43% | 减仓 |
 卡特彼勒CAT |
| 2.46% | 1.86% | $3,987.8万 | 3.7万股 | $2,692.9万 | 3.8万股 | -562股-1.48% | 减仓 |
| G通用动力VTI |
| 2.13% | 2.02% | $3,455.1万 | 9.3万股 | $2,935.2万 | 9.1万股 | +1,879股+2.05% | 加仓 |
 摩根大通JPM |
| 1.99% | 2.13% | $3,223.6万 | 9.8万股 | $3,090.2万 | 10.5万股 | -6,571股-6.25% | 减仓 |
 谷歌AGOOGL |
| 1.96% | 1.79% | $3,179.8万 | 8.9万股 | $2,600.9万 | 9.0万股 | -1,469股-1.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.86% | 2.01% | $3,024.6万 | 6.0万股 | $2,907.4万 | 6.1万股 | -228股-0.38% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 1.64% | 1.58% | $2,665.9万 | 31.8万股 | $2,290.3万 | 30.5万股 | +1.3万股+4.38% | 加仓 |
 亚马逊AMZN |
| 1.62% | 1.6% | $2,622.5万 | 11.0万股 | $2,319.0万 | 11.1万股 | -1,313股-1.18% | 减仓 |
 英伟达NVDA |
| 1.61% | 1.39% | $2,611.3万 | 13.1万股 | $2,011.2万 | 11.5万股 | +1.5万股+13.17% | 加仓 |
 微软MSFT |
| 1.45% | 1.83% | $2,356.1万 | 6.3万股 | $2,660.1万 | 7.2万股 | -8,698股-12.10% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.32% | 1.57% | $2,143.5万 | 16.3万股 | $2,272.3万 | 16.7万股 | -4,063股-2.43% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.24% | 1.2% | $2,004.2万 | 16.1万股 | $1,737.9万 | 4.1万股 | +12.1万股+296.01% | 加仓 |
| NNextPowerNXT |
| 1.08% | 1.22% | $1,757.0万 | 14.7万股 | $1,772.0万 | 14.7万股 | +473股+0.32% | 加仓 |
| I景顺·RAFI US 1000 ETFPRF |
| 1.05% | 1.03% | $1,704.0万 | 31.5万股 | $1,498.6万 | 31.5万股 | +83股+0.03% | 加仓 |
 台积电TSM |
| 1.04% | 0.92% | $1,692.3万 | 3.5万股 | $1,331.4万 | 3.9万股 | -3,961股-10.05% | 减仓 |
 雷神技术RTX |
| 1.03% | 1.19% | $1,676.2万 | 8.8万股 | $1,725.0万 | 8.9万股 | -1,081股-1.21% | 减仓 |
 强生JNJ |
| 0.91% | 1.01% | $1,469.9万 | 5.8万股 | $1,470.4万 | 6.0万股 | -2,278股-3.79% | 减仓 |
| IiShares黄金信托IAU |
| 0.81% | 1.06% | $1,316.5万 | 17.4万股 | $1,539.9万 | 17.5万股 | -320股-0.18% | 减仓 |
 DANAHER DEL COMDHR |
| 0.78% | 0.86% | $1,260.4万 | 6.6万股 | $1,240.9万 | 6.5万股 | +724股+1.11% | 加仓 |
 TRIMBLE COMTRMB |
| 0.75% | 1.07% | $1,213.5万 | 23.7万股 | $1,554.0万 | 23.8万股 | -1,125股-0.47% | 减仓 |
 VisaV |
| 0.73% | 0.7% | $1,177.4万 | 3.4万股 | $1,014.1万 | 3.4万股 | +767股+2.29% | 加仓 |
 哈特福德·INSURANCEHIG |
| 0.72% | 0.83% | $1,160.4万 | 8.8万股 | $1,201.3万 | 8.9万股 | -1,269股-1.43% | 减仓 |
 Meta平台META |
| 0.69% | 0.77% | $1,111.4万 | 2.0万股 | $1,116.9万 | 2.0万股 | +211股+1.08% | 加仓 |
 万事达MA |
| 0.68% | 0.75% | $1,109.0万 | 2.2万股 | $1,089.9万 | 2.2万股 | -219股-1.00% | 减仓 |
 HEXCEL NEWHXL |
| 0.68% | 0.61% | $1,097.8万 | 11.0万股 | $883.3万 | 10.9万股 | +575股+0.53% | 加仓 |
| NNEW JERSEY RESNJR |
| 0.64% | 0.68% | $1,030.4万 | 18.4万股 | $992.6万 | 18.1万股 | +3,131股+1.73% | 加仓 |
 CORE & MAINCNM |
| 0.63% | 0.72% | $1,026.8万 | 21.3万股 | $1,041.6万 | 21.1万股 | +1,973股+0.94% | 加仓 |
 HEICOHEI |
| 0.59% | 0.51% | $962.2万 | 2.7万股 | $740.7万 | 2.7万股 | +1股+0.00% | 加仓 |
 多佛DOV |
| 0.59% | 0.62% | $959.2万 | 4.3万股 | $895.4万 | 4.3万股 | -188股-0.44% | 减仓 |
 Everest再保险EG |
| 0.59% | 0.58% | $949.4万 | 2.7万股 | $834.1万 | 2.6万股 | +1,058股+4.15% | 加仓 |
 艺康ECL |
| 0.58% | 0.61% | $945.1万 | 3.4万股 | $890.1万 | 3.3万股 | +464股+1.39% | 加仓 |
| C花旗集团C |
| 0.56% | 0.58% | $913.9万 | 6.5万股 | $839.4万 | 7.4万股 | -8,717股-11.78% | 减仓 |
 家得宝HD |
| 0.54% | 0.61% | $877.6万 | 2.5万股 | $884.8万 | 2.7万股 | -2,021股-7.51% | 减仓 |
 Markel Group Inc.MKL |
| 0.52% | 0.57% | $848.6万 | 4,345股 | $823.4万 | 4,302股 | +43股+1.00% | 加仓 |
 CloudflareNET |
| 0.52% | 0.36% | $835.6万 | 3.4万股 | $520.1万 | 2.5万股 | +8,861股+35.15% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.51% | 0.52% | $829.9万 | 5.7万股 | $750.6万 | 5.9万股 | -1,902股-3.25% | 减仓 |
 阿斯麦ASML |
| 0.51% | 0.37% | $823.4万 | 4,139股 | $538.0万 | 4,073股 | +66股+1.62% | 加仓 |
 LEIDOS COMLDOS |
| 0.49% | 0.91% | $796.3万 | 7.7万股 | $1,312.9万 | 8.4万股 | -7,082股-8.39% | 减仓 |
 应用材料AMAT |
| 0.48% | 0.27% | $773.4万 | 1.1万股 | $388.0万 | 1.1万股 | -655股-5.77% | 减仓 |
 芝加哥商品交易所CME |
| 0.46% | 0.75% | $750.4万 | 3.4万股 | $1,080.4万 | 3.7万股 | -2,597股-7.10% | 减仓 |
 贝莱德·INC COMBLK |
| 0.46% | 0.54% | $748.9万 | 7,788股 | $777.3万 | 8,082股 | -294股-3.64% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.45% | 0.38% | $730.1万 | 14.8万股 | $553.2万 | 14.6万股 | +1,956股+1.34% | 加仓 |
 艾伯维ABBV |
| 0.42% | 0.5% | $684.8万 | 2.7万股 | $725.0万 | 3.3万股 | -6,120股-18.36% | 减仓 |
| I景顺QQQ信托VOO |
| 0.42% | 0.28% | $681.5万 | 9,254股 | $410.6万 | 7,114股 | +2,140股+30.08% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.58% | $671.2万 | 4.9万股 | $841.9万 | 5.0万股 | -531股-1.07% | 减仓 |
