| CC H ROBINSON WORLDWIDE INCHRW |
| 9.6% | 9.62% | $1,367.3万 | 7.1万股 | $1,295.5万 | 7.1万股 | -425股-0.60% | 减仓 |
| V先锋领航指数基金VOO |
| 8.46% | 7.84% | $1,205.6万 | 1.7万股 | $1,055.4万 | 1.6万股 | +352股+2.16% | 加仓 |
 3M COMMMM |
| 6.32% | 6.56% | $899.9万 | 5.7万股 | $882.9万 | 5.7万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 5.28% | 5.09% | $752.3万 | 25.3万股 | $685.5万 | 24.5万股 | +8,037股+3.28% | 加仓 |
 苹果AAPL |
| 4.73% | 4.29% | $674.3万 | 2.1万股 | $577.8万 | 2.1万股 | +5股+0.02% | 加仓 |
 亚马逊AMZN |
| 4.27% | 4.61% | $608.4万 | 2.5万股 | $620.7万 | 2.5万股 | +28股+0.11% | 加仓 |
 微软MSFT |
| 3.83% | 4.41% | $546.1万 | 1.4万股 | $593.6万 | 1.4万股 | +141股+1.00% | 加仓 |
 PALO ALTOPANW |
| 3.33% | 2.3% | $474.6万 | 1.5万股 | $310.3万 | 1.8万股 | -3,928股-21.25% | 减仓 |
| N新纪元能源NEE |
| 3.11% | 3.4% | $442.4万 | 5.0万股 | $457.8万 | 5.0万股 | +529股+1.06% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.9% | 2.87% | $413.1万 | 4.7万股 | $385.9万 | 4.7万股 | 00.00% | 持仓不变 |
 好市多COST |
| 2.76% | 3.17% | $392.8万 | 4,287股 | $426.9万 | 4,269股 | +18股+0.42% | 加仓 |
 礼来LLY |
| 2.62% | 2.17% | $373.8万 | 3,145股 | $291.6万 | 3,145股 | 00.00% | 持仓不变 |
| IiShares安硕信托IYF |
| 2.36% | 2.35% | $336.7万 | 2.5万股 | $316.3万 | 2.5万股 | +86股+0.34% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.35% | 2.31% | $335.1万 | 9,439股 | $310.9万 | 9,161股 | +278股+3.03% | 加仓 |
| IiShares安硕信托IJK |
| 2.23% | 2.29% | $317.5万 | 2.8万股 | $308.3万 | 2.8万股 | -247股-0.88% | 减仓 |
 黑石集团BX |
| 2.2% | 2.42% | $313.3万 | 2.5万股 | $326.2万 | 2.5万股 | +176股+0.70% | 加仓 |
| F第一信托·USTFDN |
| 2.14% | 2.12% | $304.9万 | 1.1万股 | $286.1万 | 1.1万股 | +154股+1.41% | 加仓 |
| S新美亚SANM |
| 1.91% | 1.74% | $271.4万 | 1.3万股 | $234.9万 | 1.3万股 | -493股-3.65% | 减仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 1.88% | 2.18% | $268.2万 | 5.2万股 | $293.3万 | 5.4万股 | -1,870股-3.46% | 减仓 |
 美国合众银行USB |
| 1.79% | 1.72% | $254.4万 | 4.1万股 | $232.1万 | 4.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.77% | 1.75% | $252.5万 | 1.2万股 | $235.3万 | 1.2万股 | +302股+2.59% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.67% | 1.64% | $238.6万 | 3,160股 | $220.9万 | 3,110股 | +50股+1.61% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 1.63% | 1.71% | $231.8万 | 2.3万股 | $230.3万 | 2.3万股 | +147股+0.64% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.62% | 1.59% | $230.4万 | 5,990股 | $213.5万 | 5,990股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 1.6% | 1.52% | $227.3万 | 9,509股 | $204.1万 | 8,800股 | +709股+8.06% | 加仓 |
 德州仪器TXN |
| 1.56% | 1.22% | $222.1万 | 7,130股 | $163.9万 | 7,130股 | 00.00% | 持仓不变 |
 切尼尔能源LNG |
| 1.45% | 1.49% | $206.9万 | 7,998股 | $200.8万 | 7,998股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.36% | 1.59% | $193.7万 | 1.7万股 | $214.2万 | 1.7万股 | +210股+1.25% | 加仓 |
 艾伯维ABBV |
| 1.18% | 1.05% | $168.8万 | 6,803股 | $141.8万 | 6,803股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.08% | 1.2% | $154.4万 | 8,753股 | $161.1万 | 8,758股 | -5股-0.06% | 减仓 |
 TRAVELERS COSTRV |
| 1.02% | 0.96% | $145.8万 | 4,303股 | $129.4万 | 4,303股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.97% | 1.03% | $138.6万 | 2.5万股 | $138.2万 | 2.5万股 | +50股+0.20% | 加仓 |
 埃克森美孚XOM |
| 0.95% | 1.06% | $135.4万 | 9,749股 | $142.8万 | 9,749股 | 00.00% | 持仓不变 |
 艺康ECL |
| 0.8% | 0.85% | $113.6万 | 4,142股 | $113.8万 | 4,142股 | 00.00% | 持仓不变 |
 北方信托NTRS |
| 0.64% | 0.59% | $91.8万 | 5,000股 | $79.6万 | 5,000股 | 00.00% | 持仓不变 |
 CencoraCOR |
| 0.59% | 0.67% | $83.7万 | 2,758股 | $90.3万 | 2,758股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.52% | 0.42% | $74.8万 | 1,224股 | $56.6万 | 1,220股 | +4股+0.33% | 加仓 |
 百事可乐PEP |
| 0.5% | 0.6% | $70.6万 | 5,138股 | $81.0万 | 5,138股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.49% | 0.59% | $69.9万 | 2,544股 | $79.2万 | 2,544股 | 00.00% | 持仓不变 |
 WEYERHAEUSERWY |
| 0.33% | 0.37% | $46.4万 | 2.0万股 | $49.8万 | 2.0万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.31% | 0.32% | $44.6万 | 3,613股 | $43.0万 | 3,613股 | 00.00% | 持仓不变 |
 MP MATERIALSMP |
| 0.31% | 0.36% | $44.1万 | 8,452股 | $49.0万 | 8,042股 | +410股+5.10% | 加仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.31% | 0.33% | $44.0万 | 1.8万股 | $44.0万 | 1.8万股 | +171股+0.95% | 加仓 |
| V先锋领航指数基金VB |
| 0.3% | 0.3% | $42.3万 | 1,420股 | $40.4万 | 1,420股 | 00.00% | 持仓不变 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.3% | 0.27% | $42.1万 | 5,600股 | $36.1万 | 5,600股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.29% | 0.29% | $41.6万 | 1.4万股 | $38.5万 | 1.4万股 | +233股+1.66% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.29% | 0.31% | $41.2万 | 8,153股 | $41.6万 | 8,173股 | -20股-0.24% | 减仓 |
| IiShares安硕信托DSI |
| 0.26% | 0.26% | $37.4万 | 2,615股 | $34.9万 | 2,615股 | 00.00% | 持仓不变 |
 CHUBB LIMITEDCB |
| 0.23% | 0.23% | $33.2万 | 954股 | $31.6万 | 954股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.23% | 0.25% | $32.3万 | 750股 | $33.2万 | 750股 | 00.00% | 持仓不变 |
