 苹果AAPL |
| 5.32% | 4.8% | $1,034.8万 | 7.7万股 | $860.1万 | 7.0万股 | +6,355股+9.03% | 加仓 |
 微软MSFT |
| 4.93% | 4.8% | $959.2万 | 3.6万股 | $861.3万 | 3.7万股 | -465股-1.27% | 减仓 |
 AMD超威AMD |
| 4.56% | 4.94% | $887.5万 | 9.6万股 | $885.3万 | 11.3万股 | -1.6万股-14.55% | 减仓 |
 PALO ALTOPANW |
| 4.42% | 3.94% | $861.2万 | 2.4万股 | $707.2万 | 2.2万股 | +1,702股+7.75% | 加仓 |
 VisaV |
| 4.28% | 5.88% | $834.0万 | 3.6万股 | $1,054.0万 | 5.0万股 | -1.3万股-26.89% | 减仓 |
 百时美施贵宝BMY |
| 4.17% | 4.17% | $810.8万 | 12.4万股 | $747.1万 | 11.8万股 | +5,582股+4.72% | 加仓 |
| T赛默飞世尔TMO |
| 4.16% | 3.79% | $809.7万 | 1.6万股 | $679.9万 | 1.5万股 | +1,486股+9.97% | 加仓 |
 IQVIAIQV |
| 4.13% | 3.61% | $803.7万 | 3.4万股 | $647.4万 | 3.4万股 | +477股+1.42% | 加仓 |
 贝莱德·INC COMBLK |
| 4.06% | 3.72% | $790.4万 | 9,221股 | $666.5万 | 8,840股 | +381股+4.31% | 加仓 |
 LOWES COS COMLOW |
| 4% | 4.4% | $779.1万 | 4.1万股 | $789.9万 | 4.2万股 | -492股-1.18% | 减仓 |
 KROGER COMKR |
| 3.86% | 3.55% | $752.2万 | 20.0万股 | $637.2万 | 17.7万股 | +2.3万股+13.12% | 加仓 |
 耐克NKE |
| 3.75% | 3.34% | $729.9万 | 4.8万股 | $598.4万 | 4.5万股 | +3,343股+7.42% | 加仓 |
 迪士尼DIS |
| 3.73% | 3.8% | $725.9万 | 4.2万股 | $681.3万 | 3.7万股 | +5,219股+14.14% | 加仓 |
 博通AVGO |
| 3.54% | 3.72% | $688.8万 | 1.5万股 | $667.0万 | 1.4万股 | +433股+3.01% | 加仓 |
| C花旗集团C |
| 3.4% | 3.78% | $662.8万 | 9.6万股 | $677.4万 | 9.3万股 | +3,276股+3.52% | 加仓 |
 QUANTA SVCSPWR |
| 3.36% | 3.23% | $654.7万 | 7.4万股 | $579.2万 | 6.6万股 | +8,276股+12.57% | 加仓 |
 星座品牌STZ |
| 3.17% | 3.25% | $616.7万 | 2.7万股 | $583.6万 | 2.6万股 | +1,492股+5.83% | 加仓 |
 KRAFT HEINZ COMKHC |
| 2.96% | 3.64% | $576.3万 | 14.5万股 | $652.6万 | 16.3万股 | -1.8万股-11.05% | 减仓 |
 CORTEVA COMCTVA |
| 2.95% | 3.28% | $574.8万 | 13.3万股 | $587.8万 | 12.6万股 | +6,957股+5.52% | 加仓 |
| AAGCOAGCO |
| 2.89% | — | $562.1万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
| SSPDR黄金信托GLD |
| 2.71% | 2.66% | $526.6万 | 3.2万股 | $476.9万 | 3.0万股 | +2,015股+6.76% | 加仓 |
 霍尼韦尔HON |
| 1.21% | 4.13% | $234.7万 | 1.1万股 | $740.1万 | 3.4万股 | -2.3万股-68.61% | 减仓 |
 Meta平台META |
| 1.05% | 0.88% | $203.7万 | 5,898股 | $157.6万 | 5,351股 | +547股+10.22% | 加仓 |
 摩根大通JPM |
| 0.85% | 0.83% | $165.8万 | 1.1万股 | $148.1万 | 9,726股 | +934股+9.60% | 加仓 |
| IiShares安硕EWJ |
| 0.81% | 0.68% | $157.6万 | 2.5万股 | $122.3万 | 1.8万股 | +6,727股+37.70% | 加仓 |
| IiShares安硕IEMG |
| 0.79% | 0.83% | $154.1万 | 2.3万股 | $148.0万 | 2.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.75% | 0.58% | $146.1万 | 605股 | $103.7万 | 503股 | +102股+20.28% | 加仓 |
| IiShares安硕信托AGG |
| 0.73% | 0.79% | $143.0万 | 1.2万股 | $141.1万 | 1.2万股 | 00.00% | 持仓不变 |
| IiShares安硕EWL |
| 0.69% | 0.76% | $133.5万 | 2.8万股 | $135.7万 | 3.1万股 | -2,550股-8.31% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 0.57% | 0.94% | $111.6万 | 1.1万股 | $167.8万 | 1.6万股 | -5,520股-33.53% | 减仓 |
| IiShares安硕信托EEM |
| 0.56% | 0.52% | $108.8万 | 2.0万股 | $92.7万 | 1.7万股 | +2,351股+13.53% | 加仓 |
| IiShares安硕信托TLT |
| 0.55% | 0.49% | $107.0万 | 7,415股 | $88.0万 | 6,500股 | +915股+14.08% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.46% | 0.28% | $89.9万 | 1.0万股 | $50.8万 | 6,091股 | +4,280股+70.27% | 加仓 |
 SAP SPON ADRSAP |
| 0.4% | 0.27% | $78.6万 | 5,600股 | $47.9万 | 3,900股 | +1,700股+43.59% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.4% | 0.46% | $78.4万 | 2.5万股 | $83.2万 | 2.7万股 | -1,500股-5.65% | 减仓 |
 家得宝HD |
| 0.4% | 0.33% | $78.3万 | 2,490股 | $58.3万 | 1,909股 | +581股+30.43% | 加仓 |
| IiShares安硕EEMV |
| 0.4% | 0.45% | $77.8万 | 1.3万股 | $81.2万 | 1.3万股 | +475股+3.70% | 加仓 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 0.38% | 0.55% | $73.8万 | 1.5万股 | $99.3万 | 2.1万股 | -6,102股-28.54% | 减仓 |
 赛富时CRM |
| 0.36% | 0.23% | $71.0万 | 2,907股 | $41.1万 | 1,942股 | +965股+49.69% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.33% | 0.53% | $63.8万 | 7,725股 | $94.4万 | 1.1万股 | -3,715股-32.47% | 减仓 |
| IiShares安硕·TR MSCI AC ASIA ETFAAXJ |
| 0.32% | 0.37% | $62.6万 | 7,220股 | $66.7万 | 7,195股 | +25股+0.35% | 加仓 |
 思科CSCO |
| 0.31% | 0.33% | $60.6万 | 1.1万股 | $59.6万 | 1.2万股 | -86股-0.75% | 减仓 |
 江森自控JCI |
| 0.29% | 0.26% | $57.3万 | 8,345股 | $47.3万 | 7,925股 | +420股+5.30% | 加仓 |
| SSPDR道富系列信托EBND |
| 0.29% | — | $56.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 阿里巴巴BABA |
| 0.29% | — | $55.6万 | 2,486股 | $0 | 0股 | +2,486股 | 新买入 |
 艾默生电气EMR |
| 0.27% | 0.24% | $53.0万 | 5,510股 | $43.8万 | 4,850股 | +660股+13.61% | 加仓 |
 TARGET COMTGT |
| 0.27% | 0.22% | $52.1万 | 2,155股 | $39.6万 | 2,000股 | +155股+7.75% | 加仓 |
 联合健康UNH |
| 0.27% | — | $52.0万 | 1,299股 | $0 | 0股 | +1,299股 | 新买入 |
 露露乐蒙LULU |
| 0.26% | 0.22% | $49.7万 | 1,362股 | $39.3万 | 1,282股 | +80股+6.24% | 加仓 |
 史赛克SYK |
| 0.24% | 0.21% | $47.6万 | 1,831股 | $38.4万 | 1,576股 | +255股+16.18% | 加仓 |
