| AAlphabet Inc Class CGOOG |
| 4.86% | 4.59% | $1.95亿 | 55.3万股 | $1.64亿 | 57.2万股 | -1.9万股-3.37% | 减仓 |
 苹果AAPL |
| 4.79% | 4.61% | $1.92亿 | 66.5万股 | $1.65亿 | 64.9万股 | +1.6万股+2.46% | 加仓 |
 微软MSFT |
| 3.37% | 3.81% | $1.36亿 | 36.3万股 | $1.36亿 | 36.7万股 | -3,963股-1.08% | 减仓 |
| V先锋领航白厅基金VYM |
| 3.14% | 3.27% | $1.26亿 | 79.9万股 | $1.17亿 | 79.0万股 | +9,230股+1.17% | 加仓 |
 强生JNJ |
| 2.38% | 2.55% | $9,574.6万 | 37.7万股 | $9,110.0万 | 37.3万股 | +4,309股+1.16% | 加仓 |
 AMD超威AMD |
| 2.33% | 0.99% | $9,377.7万 | 16.1万股 | $3,518.9万 | 17.3万股 | -1.2万股-6.68% | 减仓 |
 家得宝HD |
| 2.14% | 2.29% | $8,608.0万 | 24.4万股 | $8,183.9万 | 24.9万股 | -4,760股-1.91% | 减仓 |
 摩根大通JPM |
| 2.13% | 2.12% | $8,558.1万 | 26.1万股 | $7,590.2万 | 25.8万股 | +3,424股+1.33% | 加仓 |
 VisaV |
| 2.13% | 2.17% | $8,542.6万 | 24.9万股 | $7,754.2万 | 25.7万股 | -7,567股-2.95% | 减仓 |
 亚马逊AMZN |
| 2.11% | 1.94% | $8,476.0万 | 35.6万股 | $6,944.1万 | 33.3万股 | +2.2万股+6.66% | 加仓 |
| V先锋领航指数基金VUG |
| 2.07% | 1.95% | $8,305.2万 | 96.4万股 | $6,969.6万 | 16.0万股 | +80.5万股+504.24% | 加仓 |
 艾伯维ABBV |
| 1.77% | 1.67% | $7,128.3万 | 28.3万股 | $5,950.6万 | 27.4万股 | +9,670股+3.53% | 加仓 |
 康宁GLW |
| 1.71% | 1.13% | $6,856.2万 | 26.8万股 | $4,049.6万 | 29.8万股 | -2.9万股-9.87% | 减仓 |
 谷歌AGOOGL |
| 1.63% | 1.48% | $6,552.9万 | 18.3万股 | $5,299.6万 | 18.4万股 | -933股-0.51% | 减仓 |
 默沙东MRK |
| 1.59% | 1.69% | $6,383.0万 | 49.7万股 | $6,051.6万 | 50.3万股 | -6,350股-1.26% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.51% | 1.41% | $6,075.3万 | 73.5万股 | $5,022.0万 | 60.7万股 | +12.8万股+21.12% | 加仓 |
 美光科技MU |
| 1.5% | 0.5% | $6,024.9万 | 5.2万股 | $1,777.8万 | 5.3万股 | -428股-0.81% | 减仓 |
 英伟达NVDA |
| 1.48% | 1.4% | $5,945.2万 | 29.7万股 | $5,017.8万 | 28.8万股 | +9,408股+3.27% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.36% | 1.51% | $5,470.3万 | 10.9万股 | $5,386.1万 | 11.2万股 | -3,077股-2.74% | 减仓 |
 好市多COST |
| 1.26% | 1.49% | $5,069.2万 | 5.4万股 | $5,316.4万 | 5.3万股 | +835股+1.57% | 加仓 |
 布鲁克菲尔德BN |
| 1.23% | 1.34% | $4,951.8万 | 116.3万股 | $4,776.2万 | 118.0万股 | -1.8万股-1.49% | 减仓 |
 礼来LLY |
| 1.19% | 0.94% | $4,778.0万 | 4.0万股 | $3,354.5万 | 3.6万股 | +3,365股+9.23% | 加仓 |
 阿斯麦ASML |
| 1.12% | 0.84% | $4,507.7万 | 2.3万股 | $3,017.0万 | 2.3万股 | -184股-0.81% | 减仓 |
 博通AVGO |
| 1.11% | 0.97% | $4,448.5万 | 11.8万股 | $3,470.6万 | 11.2万股 | +5,629股+5.02% | 加仓 |
 康明斯CMI |
| 1.07% | 0.91% | $4,281.8万 | 6.0万股 | $3,243.5万 | 6.0万股 | -250股-0.41% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.05% | 1.07% | $4,209.6万 | 17.8万股 | $3,810.2万 | 17.7万股 | +736股+0.42% | 加仓 |
 卡特彼勒CAT |
| 1.04% | 0.78% | $4,193.9万 | 3.9万股 | $2,775.5万 | 3.9万股 | +206股+0.53% | 加仓 |
 万事达MA |
| 1.02% | 1.17% | $4,086.5万 | 8.0万股 | $4,191.4万 | 8.4万股 | -4,320股-5.15% | 减仓 |
 甲骨文ORCL |
| 0.96% | 1.08% | $3,856.4万 | 26.3万股 | $3,852.9万 | 26.2万股 | +1,238股+0.47% | 加仓 |
| IIBMIBM |
| 0.93% | 0.82% | $3,729.1万 | 13.3万股 | $2,923.2万 | 12.1万股 | +1.2万股+9.96% | 加仓 |
 通用动力GD |
| 0.9% | 1% | $3,613.2万 | 10.2万股 | $3,583.1万 | 10.4万股 | -2,398股-2.30% | 减仓 |
 安桥ENB |
| 0.86% | 1% | $3,455.1万 | 63.7万股 | $3,567.8万 | 65.9万股 | -2.2万股-3.28% | 减仓 |
 雪佛龙CVX |
| 0.75% | 1.03% | $3,017.2万 | 18.2万股 | $3,669.9万 | 17.7万股 | +4,650股+2.62% | 加仓 |
 TJXTJX |
| 0.74% | 0.82% | $2,957.1万 | 19.5万股 | $2,943.4万 | 18.4万股 | +1.1万股+5.90% | 加仓 |
 埃克森美孚XOM |
| 0.71% | 1% | $2,872.9万 | 21.0万股 | $3,583.9万 | 21.1万股 | -1,114股-0.53% | 减仓 |
 派克汉尼汾PH |
| 0.68% | 0.32% | $2,717.0万 | 2.8万股 | $1,158.6万 | 1.3万股 | +1.5万股+114.63% | 加仓 |
 MCKESSON COMMCK |
| 0.67% | 0.87% | $2,681.6万 | 3.5万股 | $3,119.4万 | 3.6万股 | -557股-1.55% | 减仓 |
| CCBRE CL ACBRE |
| 0.66% | 0.77% | $2,651.7万 | 19.7万股 | $2,745.9万 | 20.3万股 | -5,834股-2.88% | 减仓 |
 Meta平台META |
| 0.66% | 0.83% | $2,642.6万 | 4.7万股 | $2,963.3万 | 5.2万股 | -4,881股-9.42% | 减仓 |
 高盛GS |
| 0.65% | 0.57% | $2,629.5万 | 2.6万股 | $2,037.5万 | 2.4万股 | +1,915股+7.95% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.64% | 0.55% | $2,584.6万 | 21.7万股 | $1,952.4万 | 19.9万股 | +1.8万股+8.93% | 加仓 |
| IiShares安硕信托AGG |
| 0.62% | 0.69% | $2,504.9万 | 25.3万股 | $2,452.4万 | 24.7万股 | +6,022股+2.44% | 加仓 |
 AMGEN COMAMGN |
| 0.62% | 0.7% | $2,473.5万 | 6.8万股 | $2,498.0万 | 7.1万股 | -2,691股-3.79% | 减仓 |
 沃尔玛WMT |
| 0.61% | 0.72% | $2,461.8万 | 21.7万股 | $2,554.7万 | 20.6万股 | +1.2万股+5.74% | 加仓 |
| N新纪元能源NEE |
| 0.6% | 0.69% | $2,429.5万 | 27.7万股 | $2,448.5万 | 26.4万股 | +1.3万股+5.00% | 加仓 |
 雷神技术RTX |
| 0.58% | 0.67% | $2,342.7万 | 12.3万股 | $2,376.0万 | 12.3万股 | +306股+0.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.54% | $2,156.9万 | 2.9万股 | $1,924.6万 | 3.0万股 | -711股-2.40% | 减仓 |
 台积电TSM |
| 0.53% | 0.4% | $2,148.7万 | 4.5万股 | $1,413.3万 | 4.2万股 | +3,173股+7.59% | 加仓 |
 宝洁PG |
| 0.53% | 0.59% | $2,117.1万 | 14.4万股 | $2,115.9万 | 14.6万股 | -2,119股-1.45% | 减仓 |
 安费诺APH |
| 0.51% | 0.37% | $2,041.7万 | 11.6万股 | $1,313.1万 | 10.4万股 | +1.2万股+11.42% | 加仓 |
