 迈威尔MRVL |
| 13.08% | 5.45% | $1,951.6万 | 6.6万股 | $664.3万 | 6.7万股 | -1,550股-2.31% | 减仓 |
 谷歌AGOOGL |
| 9.78% | 9.74% | $1,459.0万 | 4.1万股 | $1,186.6万 | 4.1万股 | -440股-1.07% | 减仓 |
 苹果AAPL |
| 7.51% | 8.16% | $1,119.8万 | 3.9万股 | $994.7万 | 3.9万股 | -494股-1.26% | 减仓 |
 微软MSFT |
| 6.72% | 8.08% | $1,002.4万 | 2.7万股 | $984.2万 | 2.7万股 | +284股+1.07% | 加仓 |
 摩根大通JPM |
| 6.3% | 6.96% | $940.1万 | 2.9万股 | $848.1万 | 2.9万股 | -110股-0.38% | 减仓 |
 GE航空GE |
| 5.55% | 5.25% | $827.7万 | 2.2万股 | $639.8万 | 2.3万股 | -400股-1.77% | 减仓 |
 英特尔INTC |
| 5.31% | 2.1% | $792.1万 | 5.7万股 | $255.8万 | 5.8万股 | -1,250股-2.16% | 减仓 |
 GE VernovaGEV |
| 4.48% | 4.16% | $668.6万 | 5,691股 | $506.5万 | 5,802股 | -111股-1.91% | 减仓 |
| BBANK OF AMERBAC |
| 4.27% | 4.53% | $637.5万 | 11.2万股 | $552.3万 | 11.3万股 | -1,400股-1.24% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 3.83% | 5.05% | $572.0万 | 17.9万股 | $615.7万 | 18.4万股 | -4,700股-2.56% | 减仓 |
 思科CSCO |
| 3.34% | 2.74% | $498.9万 | 4.6万股 | $334.2万 | 4.3万股 | +2,496股+5.79% | 加仓 |
 波音BA |
| 3.16% | 2.99% | $472.0万 | 2.2万股 | $364.6万 | 1.8万股 | +3,483股+19.01% | 加仓 |
 家得宝HD |
| 3% | 3.46% | $447.8万 | 1.3万股 | $421.2万 | 1.3万股 | -110股-0.86% | 减仓 |
| SSCHWAB CHARLES CORP NEW |
| 2.82% | 3.62% | $420.5万 | 4.6万股 | $441.0万 | 4.7万股 | -1,350股-2.88% | 减仓 |
 AMD超威AMD |
| 2.46% | 1.09% | $367.2万 | 6,321股 | $133.1万 | 6,541股 | -220股-3.36% | 减仓 |
 宝洁PG |
| 1.9% | 2.32% | $283.9万 | 1.9万股 | $282.1万 | 2.0万股 | -170股-0.87% | 减仓 |
 福特F |
| 1.67% | 1.75% | $249.9万 | 18.0万股 | $213.8万 | 18.5万股 | -5,500股-2.97% | 减仓 |
| PPARAMOUNT SKYDANCEPSKY |
| 1.67% | 1.16% | $248.9万 | 25.2万股 | $140.9万 | 15.6万股 | +9.6万股+61.64% | 加仓 |
 德文能源DVN |
| 1.52% | 2.36% | $226.9万 | 5.5万股 | $287.8万 | 5.7万股 | -2,275股-3.98% | 减仓 |
 PAYPAL COMPYPL |
| 1.49% | 1.1% | $221.6万 | 5.1万股 | $134.2万 | 3.0万股 | +2.2万股+72.97% | 加仓 |
 英伟达NVDA |
| 1.48% | 1.07% | $221.2万 | 1.1万股 | $130.0万 | 7,456股 | +3,600股+48.28% | 加仓 |
 T-MOBILE US COMTMUS |
| 1.47% | 2.29% | $219.2万 | 1.3万股 | $278.9万 | 1.3万股 | -211股-1.59% | 减仓 |
 麦当劳MCD |
| 1.18% | 1.67% | $175.7万 | 6,499股 | $203.5万 | 6,549股 | -50股-0.76% | 减仓 |
 强生JNJ |
| 1.07% | 1.26% | $159.5万 | 6,279股 | $153.5万 | 6,279股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.88% | 1.1% | $131.0万 | 2,620股 | $134.2万 | 2,800股 | -180股-6.43% | 减仓 |
 礼来LLY |
| 0.56% | 0.53% | $84.0万 | 700股 | $64.4万 | 700股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.52% | 0.54% | $77.2万 | 3,237股 | $65.8万 | 3,157股 | +80股+2.53% | 加仓 |
| CCBRE CL ACBRE |
| 0.49% | 0.6% | $73.8万 | 6,060股 | $72.6万 | 6,110股 | -50股-0.82% | 减仓 |
 ILLINOIS TOOLITW |
| 0.36% | 0.43% | $54.1万 | 2,000股 | $52.1万 | 2,000股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.28% | $41.5万 | 1,175股 | $33.7万 | 1,175股 | 00.00% | 持仓不变 |
 DNP SELECT INCOMEDNP |
| 0.25% | 0.26% | $37.8万 | 3.5万股 | $31.9万 | 3.1万股 | +4,000股+12.90% | 加仓 |
 可口可乐KO |
| 0.2% | 0.23% | $29.9万 | 3,680股 | $28.0万 | 3,680股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.17% | 0.22% | $25.9万 | 1,365股 | $26.3万 | 1,365股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.15% | 1.89% | $21.9万 | 1,600股 | $229.9万 | 1.4万股 | -1.2万股-88.19% | 减仓 |
 辉瑞PFE |
| 0.14% | 0.2% | $20.8万 | 8,650股 | $24.3万 | 8,650股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.13% | 0.13% | $19.6万 | 2,376股 | $16.1万 | 396股 | +1,980股+500.00% | 加仓 |
| HHANCOCK JOHN INVS TRJHI |
| 0.12% | 0.15% | $18.6万 | 1.4万股 | $18.1万 | 1.4万股 | 00.00% | 持仓不变 |
 北方信托NTRS |
| 0.09% | 0.09% | $13.9万 | 800股 | $11.2万 | 800股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.08% | 0.12% | $12.6万 | 930股 | $14.4万 | 930股 | 00.00% | 持仓不变 |
 PUBLIC STORAGE COMPSA |
| 0.08% | 0.08% | $11.4万 | 357股 | $9.7万 | 357股 | 00.00% | 持仓不变 |
 MFS MULTIMARKET INCOME TRMMT |
| 0.06% | 0.08% | $9.7万 | 2.2万股 | $10.2万 | 2.2万股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.06% | 0.1% | $8.3万 | 4,000股 | $11.6万 | 4,000股 | 00.00% | 持仓不变 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.05% | 0.05% | $7.2万 | 2,480股 | $6.2万 | 2,480股 | 00.00% | 持仓不变 |
 YUM BRANDS COMYUM |
| 0.04% | 0.05% | $5.9万 | 372股 | $5.8万 | 372股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VV |
| 0.03% | 0.04% | $5.0万 | 145股 | $4.3万 | 145股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.03% | 0.04% | $4.6万 | 450股 | $5.4万 | 600股 | -150股-25.00% | 减仓 |
 REALTY INCOME COMO |
| 0.03% | 0.03% | $4.1万 | 666股 | $4.1万 | 666股 | 00.00% | 持仓不变 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.02% | 0.02% | $2.9万 | 272股 | $2.5万 | 272股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.01% | 0.02% | $2.2万 | 39股 | $2.2万 | 39股 | 00.00% | 持仓不变 |
 OTIS WORLDWIDEOTIS |
| 0.01% | — | $2.1万 | 300股 | $0 | 0股 | +300股 | 新买入 |
