 微软MSFT |
| 9.66% | 8.52% | $5,505.0万 | 11.1万股 | $3,985.9万 | 10.6万股 | +4,495股+4.23% | 加仓 |
 苹果AAPL |
| 4.98% | 7.14% | $2,837.2万 | 13.8万股 | $3,343.4万 | 15.1万股 | -1.2万股-8.13% | 减仓 |
 亚马逊AMZN |
| 4.27% | 3.74% | $2,434.0万 | 11.1万股 | $1,752.3万 | 9.2万股 | +1.9万股+20.46% | 加仓 |
 Meta平台META |
| 3.77% | 2.68% | $2,146.7万 | 2.9万股 | $1,252.1万 | 2.2万股 | +7,359股+33.87% | 加仓 |
| I景顺QQQ信托VOO |
| 3.66% | 3.8% | $2,087.2万 | 3.8万股 | $1,777.2万 | 3.8万股 | -63股-0.17% | 减仓 |
 谷歌AGOOGL |
| 3.41% | 3.52% | $1,940.7万 | 11.0万股 | $1,645.8万 | 10.6万股 | +3,696股+3.47% | 加仓 |
 英伟达NVDA |
| 3.31% | 1.81% | $1,885.9万 | 11.9万股 | $847.8万 | 7.8万股 | +4.1万股+52.60% | 加仓 |
 摩根大通JPM |
| 3.09% | 3.15% | $1,760.6万 | 6.1万股 | $1,475.8万 | 6.0万股 | +565股+0.94% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.54% | 2.73% | $1,448.4万 | 8.2万股 | $1,275.5万 | 8.2万股 | +10股+0.01% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.39% | 2.47% | $1,360.3万 | 5.4万股 | $1,154.3万 | 5.6万股 | -2,186股-3.91% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.33% | 2.62% | $1,324.8万 | 2.1万股 | $1,225.0万 | 2.2万股 | -458股-2.09% | 减仓 |
 甲骨文ORCL |
| 2.03% | 1.32% | $1,155.6万 | 5.3万股 | $619.7万 | 4.4万股 | +8,530股+19.24% | 加仓 |
 强生JNJ |
| 1.98% | 2.38% | $1,125.5万 | 7.4万股 | $1,112.7万 | 6.7万股 | +6,584股+9.81% | 加仓 |
| IIBMIBM |
| 1.91% | 2.13% | $1,086.0万 | 3.7万股 | $996.7万 | 4.0万股 | -3,241股-8.09% | 减仓 |
| BBANK OF AMERBAC |
| 1.58% | 1.7% | $897.5万 | 19.0万股 | $794.1万 | 19.0万股 | -620股-0.33% | 减仓 |
 沃尔玛WMT |
| 1.57% | 1.69% | $893.1万 | 9.1万股 | $792.7万 | 9.0万股 | +1,048股+1.16% | 加仓 |
 好市多COST |
| 1.48% | 1.68% | $841.6万 | 8,502股 | $786.9万 | 8,320股 | +182股+2.19% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.4% | — | $795.4万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 雪佛龙CVX |
| 1.28% | 1.67% | $728.0万 | 5.1万股 | $780.0万 | 4.7万股 | +4,214股+9.04% | 加仓 |
 AMGEN COMAMGN |
| 1.27% | 1.33% | $722.0万 | 2.6万股 | $623.3万 | 2.0万股 | +5,853股+29.26% | 加仓 |
 道明尼能源D |
| 1.24% | 1.36% | $704.1万 | 12.5万股 | $638.1万 | 11.4万股 | +1.1万股+9.47% | 加仓 |
 雅培ABT |
| 1.2% | 1.43% | $683.9万 | 5.0万股 | $670.3万 | 5.1万股 | -247股-0.49% | 减仓 |
 WASTE MGMT DELWM |
| 1.18% | 1.49% | $674.3万 | 2.9万股 | $695.5万 | 3.0万股 | -576股-1.92% | 减仓 |
 VisaV |
| 1.14% | 1.21% | $652.1万 | 1.8万股 | $565.5万 | 1.6万股 | +2,230股+13.82% | 加仓 |
 礼来LLY |
| 1.09% | 1.21% | $623.1万 | 7,993股 | $565.9万 | 6,852股 | +1,141股+16.65% | 加仓 |
 南方电力SO |
| 0.95% | 1.16% | $543.8万 | 5.9万股 | $540.9万 | 5.9万股 | +393股+0.67% | 加仓 |
 百事可乐PEP |
| 0.88% | 1.11% | $503.9万 | 3.8万股 | $519.7万 | 3.5万股 | +3,502股+10.10% | 加仓 |
 宝洁PG |
| 0.84% | 1.07% | $480.9万 | 3.0万股 | $500.6万 | 2.9万股 | +809股+2.75% | 加仓 |
 联合太平洋铁路UNP |
| 0.83% | 1.04% | $474.1万 | 2.1万股 | $484.4万 | 2.1万股 | +102股+0.50% | 加仓 |
| V先锋领航全球基金VGT |
| 0.78% | 0.16% | $445.3万 | 6,713股 | $76.2万 | 1,404股 | +5,309股+378.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 0.93% | $443.9万 | 9,138股 | $434.2万 | 8,153股 | +985股+12.08% | 加仓 |
 家得宝HD |
| 0.75% | 0.8% | $424.8万 | 1.2万股 | $372.1万 | 1.0万股 | +1,433股+14.11% | 加仓 |
 博通AVGO |
| 0.7% | 0.33% | $400.2万 | 1.5万股 | $152.7万 | 9,118股 | +5,400股+59.22% | 加仓 |
 埃克森美孚XOM |
| 0.69% | 0.79% | $395.7万 | 3.7万股 | $371.9万 | 3.1万股 | +5,443股+17.41% | 加仓 |
 麦当劳MCD |
| 0.66% | 0.84% | $378.0万 | 1.3万股 | $394.4万 | 1.3万股 | +312股+2.47% | 加仓 |
 EVERSOURCE ENERGYES |
| 0.65% | 0.41% | $371.8万 | 5.8万股 | $193.2万 | 3.1万股 | +2.7万股+87.85% | 加仓 |
 杜克能源DUK |
| 0.65% | 0.81% | $368.6万 | 3.1万股 | $377.2万 | 3.1万股 | +315股+1.02% | 加仓 |
 卡特彼勒CAT |
| 0.62% | 0.62% | $355.1万 | 9,147股 | $290.2万 | 8,800股 | +347股+3.94% | 加仓 |
| IiShares安硕信托IVV |
| 0.62% | 0.67% | $351.2万 | 5,656股 | $315.3万 | 5,611股 | +45股+0.80% | 加仓 |
| N新纪元能源NEE |
| 0.61% | 0.74% | $346.4万 | 5.0万股 | $347.3万 | 4.9万股 | +921股+1.88% | 加仓 |
 联合健康UNH |
| 0.61% | 1.36% | $346.0万 | 1.1万股 | $634.4万 | 1.2万股 | -1,024股-8.45% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.6% | 0.73% | $341.2万 | 7,743股 | $342.9万 | 8,167股 | -424股-5.19% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.54% | — | $309.3万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 艾伯维ABBV |
| 0.54% | 0.7% | $305.6万 | 1.6万股 | $328.5万 | 1.6万股 | +789股+5.03% | 加仓 |
 雷神技术RTX |
| 0.54% | 0.57% | $305.2万 | 2.1万股 | $268.6万 | 2.0万股 | +623股+3.07% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.52% | 0.48% | $293.5万 | 3.7万股 | $224.1万 | 3.1万股 | +5,408股+17.32% | 加仓 |
 特斯拉TSLA |
| 0.51% | 0.26% | $288.6万 | 9,085股 | $121.3万 | 4,679股 | +4,406股+94.17% | 加仓 |
 NETFLIXNFLX |
| 0.5% | 0.38% | $283.2万 | 2,115股 | $176.0万 | 1,887股 | +228股+12.08% | 加仓 |
 应用材料AMAT |
| 0.48% | 0.36% | $274.7万 | 1.5万股 | $167.4万 | 1.2万股 | +3,469股+30.08% | 加仓 |
 迪士尼DIS |
| 0.39% | 0.33% | $222.7万 | 1.8万股 | $152.5万 | 1.5万股 | +2,503股+16.20% | 加仓 |
