 微软MSFT |
| 3.14% | 4.09% | $3,767.9万 | 10.2万股 | $5,027.4万 | 10.4万股 | -2,166股-2.08% | 减仓 |
 苹果AAPL |
| 2.75% | 2.89% | $3,296.9万 | 13.0万股 | $3,551.4万 | 13.1万股 | -727股-0.56% | 减仓 |
 VisaV |
| 2.71% | 3.07% | $3,249.4万 | 10.8万股 | $3,777.9万 | 10.8万股 | -211股-0.20% | 减仓 |
| S嘉信·USSCHX |
| 2.55% | 2.56% | $3,059.8万 | 119.3万股 | $3,155.4万 | 117.3万股 | +2.1万股+1.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.14% | 2.78% | $2,565.5万 | 8.9万股 | $3,425.2万 | 10.9万股 | -2.0万股-18.06% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 2.08% | 2.3% | $2,491.5万 | 1.3万股 | $2,836.2万 | 1.3万股 | +5股+0.04% | 加仓 |
| I景顺自营指数基金BSCR |
| 2.01% | 1.95% | $2,413.4万 | 123.0万股 | $2,398.3万 | 121.5万股 | +1.5万股+1.22% | 加仓 |
| I景顺自营指数基金BSCS |
| 1.96% | 1.82% | $2,355.2万 | 115.3万股 | $2,239.7万 | 108.7万股 | +6.6万股+6.07% | 加仓 |
 强生JNJ |
| 1.79% | 1.49% | $2,141.6万 | 8.8万股 | $1,835.2万 | 8.9万股 | -1,065股-1.20% | 减仓 |
 谷歌AGOOGL |
| 1.78% | 1.87% | $2,133.3万 | 7.4万股 | $2,306.0万 | 7.4万股 | +513股+0.70% | 加仓 |
| I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 1.77% | 0.05% | $2,125.6万 | 113.9万股 | $64.9万 | 3.4万股 | +110.5万股+3,204.19% | 加仓 |
| V先锋领航全球基金VGT |
| 1.62% | 1.73% | $1,936.4万 | 2.8万股 | $2,129.7万 | 2.8万股 | -500股-1.77% | 减仓 |
 艾伯维ABBV |
| 1.59% | 1.62% | $1,910.0万 | 8.8万股 | $1,992.5万 | 8.7万股 | +618股+0.71% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.53% | 1.58% | $1,836.0万 | 7.7万股 | $1,950.2万 | 7.7万股 | +159股+0.21% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.43% | 1.47% | $1,708.3万 | 3.6万股 | $1,806.3万 | 3.6万股 | -288股-0.80% | 减仓 |
 亚马逊AMZN |
| 1.28% | 1.35% | $1,538.7万 | 7.4万股 | $1,655.5万 | 7.2万股 | +2,160股+3.01% | 加仓 |
 英伟达NVDA |
| 1.26% | 1.31% | $1,516.2万 | 8.7万股 | $1,614.9万 | 8.7万股 | +348股+0.40% | 加仓 |
 埃克森美孚XOM |
| 1.18% | 0.82% | $1,419.7万 | 8.4万股 | $1,011.7万 | 8.4万股 | -387股-0.46% | 减仓 |
| I景顺QQQ信托VOO |
| 1.11% | 1.18% | $1,336.3万 | 2.3万股 | $1,450.2万 | 2.4万股 | -455股-1.93% | 减仓 |
 礼来LLY |
| 1.01% | 1.17% | $1,212.2万 | 1.3万股 | $1,443.0万 | 1.3万股 | -248股-1.85% | 减仓 |
 摩根大通JPM |
| 1% | 1.05% | $1,197.4万 | 4.1万股 | $1,293.1万 | 4.0万股 | +577股+1.44% | 加仓 |
 Meta平台META |
| 0.95% | 1.07% | $1,143.5万 | 2.0万股 | $1,322.7万 | 2.0万股 | -51股-0.25% | 减仓 |
 LOWES COS COMLOW |
| 0.94% | 0.94% | $1,125.9万 | 4.8万股 | $1,150.8万 | 4.8万股 | -67股-0.14% | 减仓 |
 联合太平洋铁路UNP |
| 0.93% | 0.86% | $1,116.4万 | 4.6万股 | $1,053.6万 | 4.6万股 | +465股+1.02% | 加仓 |
 杜克能源DUK |
| 0.91% | 0.79% | $1,086.0万 | 8.3万股 | $970.3万 | 8.3万股 | +155股+0.19% | 加仓 |
 康宁GLW |
| 0.9% | 0.59% | $1,083.2万 | 8.0万股 | $730.3万 | 8.3万股 | -3,744股-4.49% | 减仓 |
 联邦快递FDX |
| 0.84% | 0.68% | $1,008.1万 | 2.8万股 | $842.5万 | 2.9万股 | -864股-2.96% | 减仓 |
 沃尔玛WMT |
| 0.76% | 0.66% | $915.1万 | 7.4万股 | $817.4万 | 7.3万股 | +257股+0.35% | 加仓 |
 可口可乐KO |
| 0.76% | 0.68% | $911.4万 | 12.0万股 | $834.2万 | 11.9万股 | +527股+0.44% | 加仓 |
 雪佛龙CVX |
| 0.75% | 0.53% | $900.4万 | 4.4万股 | $653.8万 | 4.3万股 | +623股+1.45% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.74% | 0.69% | $888.3万 | 4.1万股 | $848.6万 | 4.0万股 | +518股+1.29% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.73% | 0.71% | $881.0万 | 17.4万股 | $867.7万 | 17.2万股 | +2,555股+1.49% | 加仓 |
 卡特彼勒CAT |
| 0.72% | 0.58% | $857.2万 | 1.2万股 | $712.4万 | 1.2万股 | -336股-2.70% | 减仓 |
 好市多COST |
| 0.71% | 0.59% | $848.9万 | 8,519股 | $730.9万 | 8,475股 | +44股+0.52% | 加仓 |
 联合健康UNH |
| 0.66% | 0.75% | $795.8万 | 2.9万股 | $922.6万 | 2.8万股 | +1,462股+5.23% | 加仓 |
 美敦力MDT |
| 0.66% | 0.72% | $792.0万 | 9.1万股 | $885.2万 | 9.2万股 | -751股-0.81% | 减仓 |
 默沙东MRK |
| 0.66% | 0.57% | $787.6万 | 6.5万股 | $702.1万 | 6.7万股 | -1,227股-1.84% | 减仓 |
| WWATSCOWSO |
| 0.65% | 0.6% | $782.3万 | 2.2万股 | $734.7万 | 2.2万股 | -300股-1.38% | 减仓 |
 MCKESSON COMMCK |
| 0.63% | 0.57% | $756.4万 | 8,741股 | $699.9万 | 8,532股 | +209股+2.45% | 加仓 |
 博通AVGO |
| 0.61% | 0.65% | $736.1万 | 2.4万股 | $798.5万 | 2.3万股 | +714股+3.09% | 加仓 |
 南方电力SO |
| 0.61% | 0.53% | $732.8万 | 7.6万股 | $657.9万 | 7.5万股 | +475股+0.63% | 加仓 |
 宝洁PG |
| 0.61% | 0.59% | $731.1万 | 5.1万股 | $722.3万 | 5.0万股 | +216股+0.43% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.59% | 0.56% | $702.4万 | 4.2万股 | $687.3万 | 4.3万股 | -369股-0.86% | 减仓 |
 家得宝HD |
| 0.56% | 0.57% | $674.3万 | 2.1万股 | $706.4万 | 2.1万股 | -28股-0.14% | 减仓 |
 NETFLIXNFLX |
| 0.56% | 0.51% | $671.8万 | 7.0万股 | $630.4万 | 6.7万股 | +2,630股+3.91% | 加仓 |
 WASTE MGMT DELWM |
| 0.54% | 0.52% | $650.6万 | 2.8万股 | $644.0万 | 2.9万股 | -996股-3.40% | 减仓 |
| V先锋领航全球基金VDE |
| 0.54% | 0.37% | $641.7万 | 3.7万股 | $457.6万 | 3.6万股 | +744股+2.05% | 加仓 |
| S嘉信策略信托SCHM |
| 0.53% | 0.51% | $635.2万 | 20.5万股 | $624.5万 | 20.8万股 | -2,489股-1.20% | 减仓 |
 威瑞森VZ |
| 0.52% | 0.36% | $618.0万 | 12.3万股 | $443.5万 | 10.9万股 | +1.4万股+13.06% | 加仓 |
| IiShares安硕信托EFAV |
| 0.51% | 0.45% | $615.5万 | 6.7万股 | $548.5万 | 6.4万股 | +3,775股+5.94% | 加仓 |
