 谷歌AGOOGL |
| 7.02% | 6.78% | $2,550.3万 | 7.1万股 | $2,328.7万 | 8.1万股 | -9,619股-11.88% | 减仓 |
 苹果AAPL |
| 6.89% | 6.58% | $2,503.1万 | 8.7万股 | $2,259.8万 | 8.9万股 | -2,535股-2.85% | 减仓 |
 微软MSFT |
| 5.03% | 5.27% | $1,828.8万 | 4.9万股 | $1,808.0万 | 4.9万股 | +185股+0.38% | 加仓 |
 高盛GS |
| 4.7% | 4.28% | $1,708.0万 | 1.7万股 | $1,470.4万 | 1.7万股 | -493股-2.84% | 减仓 |
 Meta平台META |
| 4.31% | 4.61% | $1,565.2万 | 2.8万股 | $1,581.3万 | 2.8万股 | +147股+0.53% | 加仓 |
 摩根士丹利MS |
| 3.95% | 3.42% | $1,433.9万 | 6.9万股 | $1,174.6万 | 7.1万股 | -2,776股-3.89% | 减仓 |
 优步UBER |
| 3.84% | 4.04% | $1,395.3万 | 19.3万股 | $1,385.0万 | 19.3万股 | +814股+0.42% | 加仓 |
| BBANK OF AMERBAC |
| 3.71% | 3.56% | $1,349.0万 | 23.7万股 | $1,220.2万 | 25.0万股 | -1.4万股-5.42% | 减仓 |
 VALERO ENERGY COMVLO |
| 3.62% | 3.98% | $1,316.0万 | 5.1万股 | $1,366.4万 | 5.5万股 | -4,771股-8.63% | 减仓 |
 嘉信理财SCHW |
| 3.11% | 3.34% | $1,130.0万 | 12.2万股 | $1,146.1万 | 12.2万股 | +515股+0.42% | 加仓 |
 ExpediaEXPE |
| 2.71% | 2.52% | $983.3万 | 3.8万股 | $866.1万 | 3.8万股 | +916股+2.44% | 加仓 |
| C花旗集团C |
| 2.58% | 2.36% | $937.7万 | 6.7万股 | $808.7万 | 7.1万股 | -4,311股-6.05% | 减仓 |
 亚马逊AMZN |
| 2.27% | 2.12% | $826.0万 | 3.5万股 | $728.2万 | 3.5万股 | -306股-0.88% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.23% | 2% | $808.3万 | 23.9万股 | $684.8万 | 23.5万股 | +3,763股+1.60% | 加仓 |
 CAVCO INDS DELCVCO |
| 2.22% | 1.76% | $804.7万 | 1.3万股 | $603.1万 | 1.2万股 | +643股+5.16% | 加仓 |
| TTOAST CL ATOST |
| 2.2% | 1.86% | $799.6万 | 28.7万股 | $639.4万 | 24.1万股 | +4.6万股+19.16% | 加仓 |
 CHUBB LIMITEDCB |
| 2.08% | 2.12% | $754.4万 | 2.2万股 | $727.0万 | 2.2万股 | -166股-0.74% | 减仓 |
 家得宝HD |
| 1.94% | 1.89% | $704.4万 | 2.0万股 | $650.0万 | 2.0万股 | +210股+1.06% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 1.85% | 1.96% | $673.8万 | 2.8万股 | $671.0万 | 2.9万股 | -377股-1.31% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.83% | 1.68% | $666.5万 | 19.1万股 | $577.4万 | 18.9万股 | +2,184股+1.15% | 加仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.64% | 1.29% | $595.5万 | 33.2万股 | $443.9万 | 28.0万股 | +5.3万股+18.80% | 加仓 |
 NETFLIXNFLX |
| 1.6% | 2.23% | $582.5万 | 8.2万股 | $764.2万 | 7.9万股 | +2,097股+2.64% | 加仓 |
 LENNARLEN |
| 1.59% | 1.26% | $578.3万 | 6.5万股 | $432.0万 | 5.2万股 | +1.2万股+23.18% | 加仓 |
 PAYCHEX COMPAYX |
| 1.5% | 1.44% | $546.5万 | 5.6万股 | $493.9万 | 5.4万股 | +1,961股+3.66% | 加仓 |
| MMETHANEXMEOH |
| 1.48% | 2.3% | $539.4万 | 11.7万股 | $789.8万 | 13.3万股 | -1.6万股-11.88% | 减仓 |
| B博思艾伦BAH |
| 1.19% | 1.52% | $433.4万 | 7.1万股 | $521.6万 | 6.7万股 | +4,599股+6.88% | 加仓 |
 埃森哲ACN |
| 1.16% | 1.45% | $419.7万 | 3.4万股 | $499.4万 | 2.5万股 | +8,542股+33.92% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.06% | 0.94% | $385.9万 | 1.1万股 | $323.0万 | 1.1万股 | -338股-3.00% | 减仓 |
 DocuSignDOCU |
| 0.98% | 0.92% | $355.9万 | 8.0万股 | $317.0万 | 6.7万股 | +1.3万股+19.81% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.81% | 0.78% | $293.1万 | 1.6万股 | $267.9万 | 1.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.77% | 0.73% | $280.0万 | 8,555股 | $251.7万 | 8,555股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.77% | 0.64% | $278.1万 | 3,777股 | $218.0万 | 3,777股 | 00.00% | 持仓不变 |
 ADAMS DIVERSIFIED EQUITY FD COMADX |
| 0.59% | 0.53% | $214.1万 | 8.4万股 | $182.6万 | 8.3万股 | +400股+0.48% | 加仓 |
 应用材料AMAT |
| 0.59% | 0.3% | $213.6万 | 2,955股 | $101.3万 | 2,965股 | -10股-0.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.55% | 0.51% | $198.0万 | 2,652股 | $173.8万 | 2,673股 | -21股-0.79% | 减仓 |
 强生JNJ |
| 0.5% | 0.5% | $179.9万 | 7,083股 | $173.1万 | 7,083股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.49% | 0.42% | $179.0万 | 1,492股 | $143.2万 | 1,557股 | -65股-4.17% | 减仓 |
 埃克森美孚XOM |
| 0.48% | 0.65% | $172.7万 | 1.3万股 | $221.9万 | 1.3万股 | -450股-3.44% | 减仓 |
 艾伯维ABBV |
| 0.46% | 0.44% | $166.7万 | 6,625股 | $150.6万 | 6,925股 | -300股-4.33% | 减仓 |
 英特尔INTC |
| 0.45% | 0.15% | $161.8万 | 1.2万股 | $51.1万 | 1.2万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.45% | 0.54% | $161.8万 | 1.2万股 | $185.6万 | 1.2万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLF |
| 0.42% | 0.41% | $152.4万 | 2.8万股 | $139.8万 | 2.8万股 | +120股+0.42% | 加仓 |
 LOWES COS COMLOW |
| 0.38% | 0.44% | $138.1万 | 6,265股 | $150.1万 | 6,354股 | -89股-1.40% | 减仓 |
 默沙东MRK |
| 0.37% | 0.36% | $134.4万 | 1.0万股 | $123.4万 | 1.0万股 | +200股+1.95% | 加仓 |
 第一资本COF |
| 0.36% | 0.35% | $130.6万 | 6,508股 | $119.1万 | 6,526股 | -18股-0.28% | 减仓 |
 宝洁PG |
| 0.36% | 0.39% | $129.6万 | 8,840股 | $133.1万 | 9,215股 | -375股-4.07% | 减仓 |
 ALTRIAMO |
| 0.32% | 0.31% | $115.8万 | 1.6万股 | $106.2万 | 1.6万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.31% | 0.29% | $111.8万 | 3,260股 | $98.5万 | 3,260股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.3% | 0.31% | $107.9万 | 1.9万股 | $105.4万 | 1.9万股 | +500股+2.69% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.3% | 0.29% | $107.5万 | 6,800股 | $100.7万 | 6,800股 | 00.00% | 持仓不变 |
