 苹果AAPL |
| 11.4% | 11.05% | $1,878.4万 | 6.5万股 | $1,658.8万 | 6.5万股 | -447股-0.68% | 减仓 |
 谷歌AGOOGL |
| 9.14% | 8.12% | $1,506.5万 | 4.2万股 | $1,219.7万 | 4.2万股 | -260股-0.61% | 减仓 |
 强生JNJ |
| 4.85% | 4.93% | $798.3万 | 3.1万股 | $739.4万 | 3.0万股 | +1,184股+3.91% | 加仓 |
 雷神技术RTX |
| 4.2% | 4.72% | $692.6万 | 3.7万股 | $709.0万 | 3.7万股 | -250股-0.68% | 减仓 |
 应用材料AMAT |
| 3.71% | 1.92% | $610.9万 | 8,450股 | $288.8万 | 8,450股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 3.16% | 3.01% | $520.3万 | 1.9万股 | $451.5万 | 1.9万股 | -125股-0.67% | 减仓 |
 卡特彼勒CAT |
| 2.77% | 2.02% | $455.8万 | 4,280股 | $303.2万 | 4,280股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.72% | 2.62% | $448.6万 | 6,007股 | $393.0万 | 6,043股 | -36股-0.60% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 2.67% | 2.61% | $439.8万 | 6,253股 | $391.6万 | 6,350股 | -97股-1.53% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.59% | 2.37% | $427.4万 | 1.2万股 | $356.0万 | 1.2万股 | -315股-2.54% | 减仓 |
 Meta平台META |
| 2.59% | 2.89% | $427.3万 | 7,586股 | $434.0万 | 7,586股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.46% | 3.37% | $405.0万 | 3.0万股 | $505.7万 | 3.0万股 | -185股-0.62% | 减仓 |
| SSPDR黄金信托GLD |
| 2.45% | 3.17% | $403.4万 | 1.1万股 | $476.2万 | 1.1万股 | -118股-1.07% | 减仓 |
| BBANK OF AMERBAC |
| 2.44% | 2.31% | $402.0万 | 7.1万股 | $346.9万 | 7.1万股 | -610股-0.86% | 减仓 |
 百事可乐PEP |
| 2.36% | 2.98% | $388.0万 | 2.9万股 | $446.9万 | 2.9万股 | -120股-0.42% | 减仓 |
 默沙东MRK |
| 2.05% | 2.1% | $337.4万 | 2.6万股 | $315.9万 | 2.6万股 | 00.00% | 持仓不变 |
 MONDELEZ INTL CL AMDLZ |
| 2.03% | 2.23% | $334.0万 | 5.8万股 | $334.7万 | 5.8万股 | -325股-0.56% | 减仓 |
 家得宝HD |
| 1.91% | 1.95% | $314.9万 | 8,928股 | $293.4万 | 8,922股 | +6股+0.07% | 加仓 |
| S道富SPSM |
| 1.52% | 1.4% | $250.1万 | 4.3万股 | $210.4万 | 4.4万股 | -165股-0.38% | 减仓 |
 微软MSFT |
| 1.43% | 1.56% | $235.3万 | 6,307股 | $233.5万 | 6,307股 | 00.00% | 持仓不变 |
 M&T银行MTB |
| 1.28% | 1.24% | $210.4万 | 8,839股 | $185.6万 | 8,978股 | -139股-1.55% | 减仓 |
 METLIFE COMMET |
| 1.19% | 1.12% | $195.7万 | 2.3万股 | $167.5万 | 2.4万股 | -550股-2.32% | 减仓 |
 百时美施贵宝BMY |
| 1.14% | 1.33% | $188.3万 | 3.3万股 | $200.0万 | 3.3万股 | -300股-0.91% | 减仓 |
 亚马逊AMZN |
| 1.1% | 1.05% | $180.9万 | 7,590股 | $158.1万 | 7,590股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 1.07% | 1.11% | $176.9万 | 9,780股 | $166.7万 | 1.0万股 | -300股-2.98% | 减仓 |
| V先锋领航指数基金VOO |
| 1.05% | 0.9% | $172.6万 | 2,344股 | $135.3万 | 2,344股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.97% | 1.08% | $159.6万 | 1.7万股 | $162.9万 | 1.7万股 | -315股-1.86% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.84% | 0.83% | $138.4万 | 6,507股 | $124.9万 | 6,507股 | 00.00% | 持仓不变 |
 PPL COMPPL |
| 0.83% | 0.96% | $136.9万 | 3.8万股 | $143.9万 | 3.8万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.82% | 0.86% | $134.6万 | 2,689股 | $128.9万 | 2,689股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.82% | 0.82% | $134.4万 | 1.9万股 | $123.2万 | 1.9万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.8% | 0.87% | $132.1万 | 9,011股 | $130.1万 | 9,011股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.76% | 0.72% | $125.7万 | 4,996股 | $108.7万 | 4,996股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.73% | 0.92% | $120.9万 | 1,600股 | $138.5万 | 1,600股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.68% | 0.92% | $112.3万 | 7,170股 | $138.6万 | 7,425股 | -255股-3.43% | 减仓 |
 雅保ALB |
| 0.66% | 0.98% | $109.0万 | 8,073股 | $146.6万 | 8,163股 | -90股-1.10% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.66% | 0.78% | $108.2万 | 3.4万股 | $117.5万 | 3.5万股 | -1,200股-3.42% | 减仓 |
 可口可乐KO |
| 0.65% | 0.66% | $106.4万 | 1.3万股 | $99.5万 | 1.3万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.64% | 0.66% | $105.1万 | 9,778股 | $98.8万 | 1.0万股 | -265股-2.64% | 减仓 |
 沃尔玛WMT |
| 0.55% | 0.67% | $91.3万 | 8,062股 | $100.2万 | 8,062股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.55% | 0.44% | $90.8万 | 7,600股 | $66.3万 | 950股 | +6,650股+700.00% | 加仓 |
 VisaV |
| 0.52% | 0.51% | $86.5万 | 2,520股 | $76.2万 | 2,520股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.5% | 0.29% | $82.8万 | 3,240股 | $44.1万 | 3,240股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.5% | 0.82% | $82.6万 | 4.0万股 | $123.1万 | 4.2万股 | -2,555股-6.02% | 减仓 |
 威瑞森VZ |
| 0.5% | 0.65% | $82.2万 | 1.9万股 | $97.5万 | 1.9万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.48% | 0.47% | $78.8万 | 2,406股 | $70.8万 | 2,406股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.47% | 0.53% | $77.8万 | 2.1万股 | $80.1万 | 2.1万股 | 00.00% | 持仓不变 |
 EQTEQT |
| 0.46% | — | $76.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 麦当劳MCD |
| 0.46% | 0.58% | $75.7万 | 2,800股 | $87.0万 | 2,800股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.45% | 0.45% | $74.1万 | 3,308股 | $67.2万 | 3,308股 | 00.00% | 持仓不变 |
