TRICO BANCSHARESTCBK |
| 15.44% | 15.2% | $1,904.8万 | 35.4万股 | $1,681.6万 | 35.4万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 9.15% | 8.65% | $1,128.8万 | 1.5万股 | $956.5万 | 1.5万股 | +409股+2.78% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 6.68% | 6.96% | $824.0万 | 7.9万股 | $770.4万 | 7.9万股 | 00.00% | 持仓不变 |
苹果AAPL |
| 5.27% | 5.14% | $650.2万 | 2.2万股 | $568.6万 | 2.2万股 | +66股+0.29% | 加仓 |
| PPRIMORIS SVCSPRIM |
| 5.06% | 9.7% | $624.5万 | 6.3万股 | $1,072.8万 | 7.5万股 | -1.2万股-16.00% | 减仓 |
博通AVGO |
| 3.53% | 3.21% | $435.1万 | 1.2万股 | $355.3万 | 1.1万股 | +38股+0.33% | 加仓 |
微软MSFT |
| 3.45% | 3.8% | $425.2万 | 1.1万股 | $420.7万 | 1.1万股 | +32股+0.28% | 加仓 |
谷歌AGOOGL |
| 3.11% | 2.79% | $384.1万 | 1.1万股 | $309.1万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 2.35% | 2.17% | $289.4万 | 4.2万股 | $240.2万 | 4.2万股 | 00.00% | 持仓不变 |
摩根大通JPM |
| 2.33% | 2.34% | $288.1万 | 8,802股 | $258.9万 | 8,802股 | 00.00% | 持仓不变 |
VisaV |
| 2.31% | 1.99% | $284.7万 | 8,299股 | $220.2万 | 7,286股 | +1,013股+13.90% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.03% | 2.38% | $250.0万 | 4.9万股 | $263.2万 | 5.2万股 | -2,554股-4.91% | 减仓 |
英伟达NVDA |
| 1.85% | 1.8% | $228.0万 | 1.1万股 | $198.7万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 1.81% | 1.76% | $223.0万 | 2,978股 | $194.8万 | 2,982股 | -4股-0.13% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 1.76% | 1.69% | $217.4万 | 5.0万股 | $187.0万 | 4.7万股 | +2,976股+6.28% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.75% | 0.85% | $216.1万 | 6,115股 | $93.8万 | 3,270股 | +2,845股+87.00% | 加仓 |
伯克希尔哈撒韦BRK.B |
| 1.54% | 1.65% | $190.2万 | 3,801股 | $182.1万 | 3,801股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JMST |
| 1.51% | 1.68% | $185.9万 | 3.6万股 | $185.8万 | 3.6万股 | 00.00% | 持仓不变 |
亚马逊AMZN |
| 1.33% | 1.29% | $163.8万 | 6,873股 | $143.1万 | 6,873股 | 00.00% | 持仓不变 |
好市多COST |
| 1.24% | 1.47% | $153.0万 | 1,636股 | $163.0万 | 1,636股 | 00.00% | 持仓不变 |
| CCVB FINLCVBF |
| 1.11% | 1.05% | $136.7万 | 6.1万股 | $116.4万 | 6.0万股 | +594股+0.99% | 加仓 |
雷神技术RTX |
| 0.87% | 0.97% | $107.0万 | 5,638股 | $107.7万 | 5,584股 | +54股+0.97% | 加仓 |
| IiShares安硕信托DGRO |
| 0.85% | 0.52% | $105.3万 | 1.4万股 | $57.6万 | 8,214股 | +5,675股+69.09% | 加仓 |
雪佛龙CVX |
| 0.85% | 1.19% | $105.0万 | 6,336股 | $131.1万 | 6,336股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.74% | 0.75% | $91.0万 | 3,846股 | $82.7万 | 3,846股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.72% | 0.74% | $89.3万 | 1.8万股 | $81.4万 | 1.8万股 | -125股-0.70% | 减仓 |
AMERICAN INTL COM NEWAIG |
| 0.71% | 0.8% | $88.1万 | 1.2万股 | $88.9万 | 1.2万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.68% | 0.81% | $84.3万 | 9,600股 | $89.2万 | 9,600股 | 00.00% | 持仓不变 |
TJXTJX |
| 0.66% | — | $81.3万 | 5,369股 | $0 | 0股 | +5,369股 | 新买入 |
思科CSCO |
| 0.64% | 0.47% | $79.2万 | 6,743股 | $52.3万 | 6,743股 | 00.00% | 持仓不变 |
埃克森美孚XOM |
| 0.61% | 0.85% | $75.4万 | 5,516股 | $93.6万 | 5,516股 | 00.00% | 持仓不变 |
ROSS STORES COMROST |
| 0.6% | — | $74.5万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
高盛GS |
| 0.6% | 0.56% | $73.5万 | 727股 | $61.5万 | 727股 | 00.00% | 持仓不变 |
CHUBB LIMITEDCB |
| 0.57% | 0.6% | $69.9万 | 2,050股 | $66.8万 | 2,050股 | 00.00% | 持仓不变 |
麦当劳MCD |
| 0.55% | 0.71% | $68.2万 | 2,522股 | $78.4万 | 2,522股 | 00.00% | 持仓不变 |
NORFOLK SOUTHN COMNSC |
| 0.55% | 0.55% | $67.3万 | 2,138股 | $61.4万 | 2,138股 | 00.00% | 持仓不变 |
AMGEN COMAMGN |
| 0.54% | 0.59% | $67.0万 | 1,850股 | $65.1万 | 1,850股 | 00.00% | 持仓不变 |
礼来LLY |
| 0.48% | 0.4% | $59.1万 | 493股 | $44.2万 | 481股 | +12股+2.49% | 加仓 |
林德LIN |
| 0.48% | 0.51% | $58.9万 | 1,135股 | $56.3万 | 1,135股 | 00.00% | 持仓不变 |
迪尔DE |
| 0.46% | 0.46% | $57.2万 | 902股 | $50.8万 | 902股 | 00.00% | 持仓不变 |
艾伯维ABBV |
| 0.46% | 0.44% | $57.2万 | 2,272股 | $48.5万 | 2,230股 | +42股+1.88% | 加仓 |
Meta平台META |
| 0.46% | 0.52% | $56.7万 | 1,007股 | $57.6万 | 1,007股 | 00.00% | 持仓不变 |
洛克希德马丁LMT |
| 0.45% | 0.6% | $56.0万 | 1,100股 | $66.5万 | 1,100股 | 00.00% | 持仓不变 |
特斯拉TSLA |
| 0.45% | 0.45% | $55.9万 | 1,330股 | $49.4万 | 1,330股 | 00.00% | 持仓不变 |
雅培ABT |
| 0.45% | 0.74% | $55.9万 | 6,159股 | $81.9万 | 7,975股 | -1,816股-22.77% | 减仓 |
家得宝HD |
| 0.44% | 0.46% | $54.9万 | 1,556股 | $51.2万 | 1,556股 | 00.00% | 持仓不变 |
马丁玛丽埃塔MLM |
| 0.4% | — | $49.4万 | 856股 | $0 | 0股 | +856股 | 新买入 |
宝洁PG |
| 0.37% | 0.4% | $45.5万 | 3,101股 | $44.8万 | 3,101股 | 00.00% | 持仓不变 |
AMETEK COMAME |
| 0.36% | — | $44.5万 | 1,839股 | $0 | 0股 | +1,839股 | 新买入 |
耐克NKE |
| 0.36% | 0.51% | $44.1万 | 1.1万股 | $56.7万 | 1.1万股 | 00.00% | 持仓不变 |