| SSPDR标普500 ETFSPY |
| 34.22% | 34.25% | $1.19亿 | 15.9万股 | $1.09亿 | 16.8万股 | -9,577股-5.69% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 8.79% | 8.62% | $3,045.4万 | 5.8万股 | $2,755.6万 | 5.9万股 | -1,193股-2.01% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 8.26% | 8.39% | $2,860.8万 | 12.1万股 | $2,679.6万 | 12.5万股 | -3,695股-2.97% | 减仓 |
| V先锋领航全球基金MGV |
| 6.68% | 6.32% | $2,314.7万 | 14.2万股 | $2,019.9万 | 13.9万股 | +2,262股+1.62% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 5.59% | 4.93% | $1,937.1万 | 9.1万股 | $1,574.7万 | 8.2万股 | +8,995股+10.96% | 加仓 |
EMCOREME |
| 4.86% | 5.26% | $1,682.4万 | 2.0万股 | $1,681.3万 | 2.3万股 | -2,500股-10.98% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.99% | 2.83% | $1,035.4万 | 2.8万股 | $903.4万 | 2.8万股 | -102股-0.36% | 减仓 |
| IiShares安硕信托EFV |
| 2.91% | 3.11% | $1,006.8万 | 13.2万股 | $993.1万 | 13.4万股 | -2,063股-1.54% | 减仓 |
苹果AAPL |
| 2.66% | 2.57% | $921.1万 | 3.2万股 | $822.6万 | 3.2万股 | -582股-1.80% | 减仓 |
| V先锋领航指数基金VOO |
| 2.6% | 2.45% | $899.7万 | 1.3万股 | $782.7万 | 1.3万股 | 00.00% | 持仓不变 |
微软MSFT |
| 2% | 1.8% | $692.8万 | 1.9万股 | $576.3万 | 1.6万股 | +3,005股+19.30% | 加仓 |
埃克森美孚XOM |
| 1.59% | 2.18% | $550.0万 | 4.0万股 | $698.0万 | 4.1万股 | -912股-2.22% | 减仓 |
摩根大通JPM |
| 1.51% | 1.31% | $523.4万 | 1.6万股 | $417.5万 | 1.4万股 | +1,798股+12.67% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.45% | 1.49% | $502.0万 | 4.8万股 | $477.5万 | 4.9万股 | -841股-1.71% | 减仓 |
CARLISLE COSCSL |
| 1.1% | 1.1% | $381.2万 | 1.1万股 | $350.6万 | 1.1万股 | 00.00% | 持仓不变 |
亚马逊AMZN |
| 1.03% | 1.01% | $356.7万 | 1.5万股 | $322.1万 | 1.5万股 | -501股-3.24% | 减仓 |
伯克希尔哈撒韦BRK.B |
| 0.98% | 0.97% | $339.8万 | 6,790股 | $309.9万 | 6,468股 | +322股+4.98% | 加仓 |
| LLUMEXA IMAGINGLMRI |
| 0.91% | — | $313.6万 | 27.8万股 | $0 | 0股 | +27.8万股 | 新买入 |
麦当劳MCD |
| 0.78% | 0.97% | $270.2万 | 9,996股 | $310.6万 | 9,996股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.52% | $198.0万 | 5,604股 | $167.6万 | 5,841股 | -237股-4.06% | 减仓 |
英伟达NVDA |
| 0.5% | 0.47% | $174.0万 | 8,695股 | $151.6万 | 8,695股 | 00.00% | 持仓不变 |
艾伯维ABBV |
| 0.47% | 0.44% | $163.6万 | 6,500股 | $141.4万 | 6,500股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 0.44% | 0.57% | $150.9万 | 2.0万股 | $183.5万 | 2.0万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.35% | 0.42% | $120.2万 | 3.6万股 | $135.3万 | 3.5万股 | +895股+2.54% | 加仓 |
谷歌AGOOGL |
| 0.27% | 0.17% | $94.3万 | 2,640股 | $52.8万 | 1,836股 | +804股+43.79% | 加仓 |
| IiShares安硕信托USMV |
| 0.27% | 0.4% | $94.3万 | 9,775股 | $128.3万 | 1.4万股 | -4,054股-29.32% | 减仓 |
| UUTZ BRANDSUTZ |
| 0.25% | 0.27% | $85.1万 | 11.1万股 | $87.5万 | 11.1万股 | 00.00% | 持仓不变 |
强生JNJ |
| 0.24% | 0.25% | $83.4万 | 3,285股 | $80.3万 | 3,285股 | 00.00% | 持仓不变 |
Meta平台META |
| 0.23% | 0.25% | $80.4万 | 1,428股 | $80.3万 | 1,403股 | +25股+1.78% | 加仓 |
| V先锋领航指数基金VV |
| 0.23% | 0.22% | $79.5万 | 2,312股 | $70.5万 | 2,359股 | -47股-1.99% | 减仓 |
| BBEACON FINANCIALBBT |
| 0.23% | 0.25% | $79.5万 | 2.6万股 | $78.3万 | 2.6万股 | 00.00% | 持仓不变 |
BURKE HERBERT FINL SVCSBHRB |
| 0.22% | — | $77.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
HERSHEY COMHSY |
| 0.22% | 0.29% | $77.3万 | 4,403股 | $91.5万 | 4,403股 | 00.00% | 持仓不变 |
雪佛龙CVX |
| 0.22% | 0.3% | $75.8万 | 4,573股 | $95.6万 | 4,620股 | -47股-1.02% | 减仓 |
| EENCOMPASS HEALTH COMEHC |
| 0.22% | 0.22% | $74.7万 | 7,387股 | $71.5万 | 7,387股 | 00.00% | 持仓不变 |
辉瑞PFE |
| 0.19% | 0.32% | $65.3万 | 2.7万股 | $101.7万 | 3.6万股 | -9,091股-25.11% | 减仓 |
| BBANK OF AMERBAC |
| 0.16% | 0.16% | $56.8万 | 9,969股 | $49.7万 | 1.0万股 | -228股-2.24% | 减仓 |
壳牌SHEL |
| 0.16% | 0.21% | $54.9万 | 7,074股 | $65.8万 | 7,074股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.16% | 0.15% | $53.8万 | 1.0万股 | $49.5万 | 1.0万股 | 00.00% | 持仓不变 |
万事达MA |
| 0.15% | 0.17% | $53.3万 | 1,038股 | $54.3万 | 1,086股 | -48股-4.42% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.15% | 0.15% | $51.3万 | 8,600股 | $46.5万 | 8,600股 | 00.00% | 持仓不变 |
PHILIP MORRIS INTLPM |
| 0.15% | 0.14% | $50.3万 | 2,783股 | $46.0万 | 2,783股 | 00.00% | 持仓不变 |
默沙东MRK |
| 0.14% | 0.22% | $49.8万 | 3,876股 | $70.7万 | 5,876股 | -2,000股-34.04% | 减仓 |
雅培ABT |
| 0.13% | 0.16% | $46.3万 | 5,100股 | $52.4万 | 5,100股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.13% | 0.12% | $45.8万 | 3,274股 | $37.1万 | 3,274股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.13% | 0.11% | $43.5万 | 3,162股 | $35.8万 | 3,162股 | 00.00% | 持仓不变 |
| IiShares白银信托SLV |
| 0.12% | 0.17% | $42.8万 | 8,000股 | $54.5万 | 8,000股 | 00.00% | 持仓不变 |
黑石集团BX |
| 0.12% | 0.13% | $41.3万 | 3,511股 | $40.4万 | 3,511股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.11% | 0.12% | $37.6万 | 4,288股 | $39.8万 | 4,288股 | 00.00% | 持仓不变 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.1% | 0.11% | $36.3万 | 3,532股 | $35.0万 | 3,532股 | 00.00% | 持仓不变 |