| G通用动力VTI |
| 6.27% | 6.03% | $1.21亿 | 32.7万股 | $1.03亿 | 32.1万股 | +6,241股+1.95% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.25% | 4.61% | $8,186.6万 | 16.4万股 | $7,858.1万 | 16.4万股 | -378股-0.23% | 减仓 |
 GE VernovaGEV |
| 3.63% | 3.14% | $6,994.9万 | 6.0万股 | $5,346.5万 | 6.1万股 | -1,711股-2.79% | 减仓 |
 博通AVGO |
| 3.33% | 3.13% | $6,414.2万 | 17.0万股 | $5,334.9万 | 17.2万股 | -2,564股-1.49% | 减仓 |
| I景顺QQQ信托VOO |
| 2.93% | 2.57% | $5,648.9万 | 7.7万股 | $4,377.2万 | 7.6万股 | +873股+1.15% | 加仓 |
 阿斯麦ASML |
| 2.62% | 1.97% | $5,057.6万 | 2.5万股 | $3,352.5万 | 2.5万股 | +40股+0.16% | 加仓 |
 英伟达NVDA |
| 2.52% | 2.47% | $4,857.9万 | 24.3万股 | $4,212.3万 | 24.2万股 | +1,255股+0.52% | 加仓 |
 苹果AAPL |
| 2.3% | 2.26% | $4,424.7万 | 15.3万股 | $3,852.3万 | 15.2万股 | +1,122股+0.74% | 加仓 |
 卡特彼勒CAT |
| 2.25% | 1.72% | $4,344.2万 | 4.1万股 | $2,925.2万 | 4.1万股 | -495股-1.20% | 减仓 |
 谷歌AGOOGL |
| 1.68% | 1.55% | $3,239.4万 | 9.1万股 | $2,635.3万 | 9.2万股 | -997股-1.09% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.51% | 1.64% | $2,920.5万 | 39股 | $2,800.7万 | 39股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.49% | 1.85% | $2,871.3万 | 25.4万股 | $3,146.6万 | 25.3万股 | +329股+0.13% | 加仓 |
| S道富SPYM |
| 1.47% | 1.34% | $2,826.4万 | 32.2万股 | $2,281.9万 | 29.8万股 | +2.3万股+7.88% | 加仓 |
 埃克森美孚XOM |
| 1.46% | 2.03% | $2,811.5万 | 20.6万股 | $3,465.1万 | 20.4万股 | +1,402股+0.69% | 加仓 |
 微软MSFT |
| 1.41% | 1.57% | $2,725.3万 | 7.3万股 | $2,672.8万 | 7.2万股 | +854股+1.18% | 加仓 |
 派克汉尼汾PH |
| 1.41% | 1.46% | $2,708.7万 | 2.8万股 | $2,481.3万 | 2.8万股 | -24股-0.09% | 减仓 |
 安费诺APH |
| 1.39% | 1.11% | $2,686.8万 | 15.2万股 | $1,897.5万 | 15.0万股 | +2,206股+1.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.31% | 1.29% | $2,532.5万 | 3.4万股 | $2,195.0万 | 3.4万股 | +160股+0.47% | 加仓 |
| GGARMIN SHSGRMN |
| 1.3% | 1.42% | $2,499.4万 | 10.5万股 | $2,424.5万 | 10.5万股 | +718股+0.69% | 加仓 |
 德州仪器TXN |
| 1.29% | 0.95% | $2,494.4万 | 8.4万股 | $1,615.2万 | 8.3万股 | +487股+0.59% | 加仓 |
 VisaV |
| 1.22% | 1.18% | $2,342.7万 | 6.8万股 | $2,009.0万 | 6.6万股 | +1,812股+2.73% | 加仓 |
 马拉松石油MPC |
| 1.21% | 1.29% | $2,330.4万 | 9.1万股 | $2,204.3万 | 9.0万股 | +874股+0.97% | 加仓 |
 MCKESSON COMMCK |
| 1.19% | 1.54% | $2,295.7万 | 3.0万股 | $2,619.7万 | 3.0万股 | +110股+0.36% | 加仓 |
 高盛GS |
| 1.16% | 1.09% | $2,245.7万 | 2.2万股 | $1,850.9万 | 2.2万股 | +326股+1.49% | 加仓 |
 万豪MAR |
| 1.15% | 1.14% | $2,210.0万 | 6.0万股 | $1,944.5万 | 5.9万股 | +185股+0.31% | 加仓 |
 标普全球SPGI |
| 1.13% | 1.34% | $2,186.6万 | 5.4万股 | $2,283.4万 | 5.4万股 | +6股+0.01% | 加仓 |
 好事达ALL |
| 1.1% | 1.07% | $2,119.1万 | 8.9万股 | $1,827.1万 | 8.8万股 | +941股+1.07% | 加仓 |
 好市多COST |
| 1.06% | 1.26% | $2,036.9万 | 2.2万股 | $2,150.7万 | 2.2万股 | +190股+0.88% | 加仓 |
| PPRINCIPAL U.S. MEGA-CAP ETFUSMC |
| 1.03% | 0.96% | $1,979.4万 | 26.7万股 | $1,639.3万 | 25.5万股 | +1.2万股+4.76% | 加仓 |
 摩根大通JPM |
| 0.97% | 0.98% | $1,876.2万 | 5.7万股 | $1,662.0万 | 5.7万股 | +819股+1.45% | 加仓 |
| I景顺交易所交易基金信托XLG |
| 0.97% | 0.94% | $1,872.1万 | 30.6万股 | $1,598.3万 | 29.3万股 | +1.3万股+4.35% | 加仓 |
 礼来LLY |
| 0.97% | 0.82% | $1,866.8万 | 1.6万股 | $1,402.8万 | 1.5万股 | +312股+2.05% | 加仓 |
 台积电TSM |
| 0.96% | 0.28% | $1,851.7万 | 3.9万股 | $481.5万 | 1.4万股 | +2.5万股+172.12% | 加仓 |
 史赛克SYK |
| 0.93% | 1.06% | $1,787.4万 | 5.7万股 | $1,798.9万 | 5.5万股 | +2,028股+3.70% | 加仓 |
 家得宝HD |
| 0.92% | 0.95% | $1,773.8万 | 5.0万股 | $1,617.5万 | 4.9万股 | +1,114股+2.27% | 加仓 |
 CINTAS COMCTAS |
| 0.91% | 1% | $1,750.8万 | 10.3万股 | $1,704.3万 | 10.1万股 | +2,178股+2.16% | 加仓 |
 联合太平洋铁路UNP |
| 0.89% | 0.88% | $1,708.3万 | 6.3万股 | $1,495.9万 | 6.2万股 | +1,147股+1.86% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.88% | 1.02% | $1,700.1万 | 4.1万股 | $1,735.4万 | 4.0万股 | +949股+2.37% | 加仓 |
 TJXTJX |
| 0.88% | 1.02% | $1,688.4万 | 11.1万股 | $1,742.2万 | 10.9万股 | +2,351股+2.16% | 加仓 |
 EOG资源EOG |
| 0.87% | 1.09% | $1,673.2万 | 12.9万股 | $1,849.7万 | 12.8万股 | +1,027股+0.80% | 加仓 |
 宣伟SHW |
| 0.86% | 0.88% | $1,660.5万 | 4.8万股 | $1,505.3万 | 4.7万股 | +1,266股+2.70% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.82% | 0.75% | $1,589.3万 | 4.5万股 | $1,283.4万 | 4.5万股 | +243股+0.54% | 加仓 |
 麦当劳MCD |
| 0.81% | 1.03% | $1,556.4万 | 5.8万股 | $1,754.9万 | 5.6万股 | +1,112股+1.97% | 加仓 |
| V先锋领航指数基金VXF |
| 0.78% | 0.73% | $1,506.0万 | 6.1万股 | $1,244.1万 | 6.0万股 | +712股+1.18% | 加仓 |
 Meta平台META |
| 0.77% | 0.87% | $1,491.8万 | 2.6万股 | $1,476.9万 | 2.6万股 | +670股+2.60% | 加仓 |
 CARRIER GLOBALCARR |
| 0.77% | 0.65% | $1,475.7万 | 20.1万股 | $1,105.6万 | 19.6万股 | +4,855股+2.47% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.74% | 0.85% | $1,431.3万 | 8.6万股 | $1,442.2万 | 8.3万股 | +2,727股+3.28% | 加仓 |
 ADPADP |
| 0.71% | 0.72% | $1,372.6万 | 6.1万股 | $1,225.2万 | 6.0万股 | +991股+1.64% | 加仓 |
| V先锋领航指数基金VUG |
| 0.68% | 0.65% | $1,315.9万 | 15.3万股 | $1,112.3万 | 2.5万股 | +12.7万股+499.88% | 加仓 |
 DANAHER DEL COMDHR |
| 0.65% | 0.7% | $1,247.8万 | 6.6万股 | $1,199.8万 | 6.3万股 | +2,224股+3.51% | 加仓 |
