 CHUBB LIMITEDCB |
| 9.9% | 8.82% | $6,848.1万 | 20.0万股 | $6,282.4万 | 19.2万股 | +8,196股+4.26% | 加仓 |
 苹果AAPL |
| 6.15% | 4.91% | $4,255.6万 | 14.7万股 | $3,492.6万 | 13.8万股 | +9,454股+6.87% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.91% | 1.51% | $2,014.0万 | 5.6万股 | $1,076.0万 | 3.8万股 | +1.9万股+50.25% | 加仓 |
| IINNOVATOR DEFINED WEALTH SHLD ETFBALT |
| 2.79% | 2.59% | $1,932.8万 | 56.4万股 | $1,841.5万 | 55.0万股 | +1.4万股+2.49% | 加仓 |
 英伟达NVDA |
| 2.73% | 2.18% | $1,890.8万 | 9.4万股 | $1,549.9万 | 8.9万股 | +5,632股+6.34% | 加仓 |
 亚马逊AMZN |
| 2.2% | 1.72% | $1,524.6万 | 6.4万股 | $1,224.7万 | 5.9万股 | +5,167股+8.79% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.07% | 0.1% | $1,429.4万 | 13.8万股 | $68.6万 | 7,062股 | +13.1万股+1,848.43% | 加仓 |
 微软MSFT |
| 1.96% | 1.8% | $1,354.0万 | 3.6万股 | $1,281.6万 | 3.5万股 | +1,676股+4.84% | 加仓 |
 谷歌AGOOGL |
| 1.88% | 2.31% | $1,303.4万 | 3.7万股 | $1,643.8万 | 5.7万股 | -2.0万股-35.46% | 减仓 |
| TTHORNBURG ETF TRTMB |
| 1.71% | 1.59% | $1,182.7万 | 46.7万股 | $1,134.1万 | 44.5万股 | +2.2万股+4.95% | 加仓 |
 ITTITT |
| 1.7% | 1.59% | $1,175.7万 | 5.9万股 | $1,133.6万 | 5.9万股 | -41股-0.07% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.41% | — | $972.2万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 台积电TSM |
| 1.25% | 0.81% | $866.1万 | 1.8万股 | $579.8万 | 1.7万股 | +995股+5.82% | 加仓 |
| IiShares安硕信托IQLT |
| 1.17% | 1.02% | $808.2万 | 16.3万股 | $727.2万 | 15.7万股 | +5,803股+3.69% | 加仓 |
| IiShares安硕信托EFG |
| 0.99% | 0.86% | $688.1万 | 5.5万股 | $610.0万 | 5.5万股 | +526股+0.96% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.97% | 0.84% | $673.0万 | 8,989股 | $597.6万 | 9,163股 | -174股-1.90% | 减仓 |
 博通AVGO |
| 0.93% | 0.77% | $645.5万 | 1.7万股 | $545.6万 | 1.8万股 | -540股-3.06% | 减仓 |
 特斯拉TSLA |
| 0.78% | 0.64% | $543.0万 | 1.3万股 | $454.0万 | 1.2万股 | +696股+5.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.78% | 0.71% | $538.8万 | 1.1万股 | $507.0万 | 1.1万股 | +189股+1.79% | 加仓 |
 希捷STX |
| 0.71% | 0.3% | $492.3万 | 5,097股 | $213.1万 | 5,430股 | -333股-6.13% | 减仓 |
 礼来LLY |
| 0.7% | 0.58% | $484.6万 | 4,041股 | $412.1万 | 4,480股 | -439股-9.80% | 减仓 |
 Meta平台META |
| 0.69% | 0.59% | $480.7万 | 8,533股 | $422.9万 | 7,392股 | +1,141股+15.44% | 加仓 |
 林德LIN |
| 0.64% | 0.58% | $441.0万 | 8,498股 | $411.9万 | 8,309股 | +189股+2.27% | 加仓 |
| SSPDR黄金信托GLD |
| 0.6% | 0.76% | $417.9万 | 1.1万股 | $540.6万 | 1.3万股 | -1,218股-9.69% | 减仓 |
 雪佛龙CVX |
| 0.58% | 0.71% | $403.0万 | 2.4万股 | $502.0万 | 2.4万股 | +52股+0.21% | 加仓 |
 波音BA |
| 0.57% | 0.51% | $393.5万 | 1.8万股 | $362.4万 | 1.8万股 | -33股-0.18% | 减仓 |
 VisaV |
| 0.55% | 0.52% | $380.5万 | 1.1万股 | $372.8万 | 1.2万股 | -1,245股-10.09% | 减仓 |
 强生JNJ |
| 0.55% | 0.46% | $379.1万 | 1.5万股 | $326.8万 | 1.3万股 | +1,559股+11.66% | 加仓 |
| IiShares安硕信托HYG |
| 0.54% | 0.47% | $371.4万 | 4.6万股 | $335.7万 | 4.2万股 | +4,257股+10.09% | 加仓 |
 美国运通AXP |
| 0.51% | 0.45% | $354.5万 | 1.0万股 | $321.3万 | 1.1万股 | -142股-1.34% | 减仓 |
 阿斯麦ASML |
| 0.48% | 0.32% | $332.7万 | 1,672股 | $226.0万 | 1,711股 | -39股-2.28% | 减仓 |
 摩根大通JPM |
| 0.47% | 0.41% | $326.7万 | 9,982股 | $289.8万 | 9,851股 | +131股+1.33% | 加仓 |
 默沙东MRK |
| 0.46% | 0.41% | $317.0万 | 2.5万股 | $289.6万 | 2.4万股 | +607股+2.54% | 加仓 |
 英特尔INTC |
| 0.44% | 0.12% | $301.4万 | 2.2万股 | $82.1万 | 1.9万股 | +2,973股+15.97% | 加仓 |
 万事达MA |
| 0.43% | 0.48% | $297.4万 | 5,791股 | $341.4万 | 6,832股 | -1,041股-15.24% | 减仓 |
 雷神技术RTX |
| 0.43% | 0.43% | $294.6万 | 1.6万股 | $305.4万 | 1.6万股 | -306股-1.93% | 减仓 |
 AMD超威AMD |
| 0.42% | 0.12% | $291.1万 | 5,011股 | $86.0万 | 4,227股 | +784股+18.55% | 加仓 |
 威瑞森VZ |
| 0.42% | 0.47% | $288.2万 | 6.8万股 | $336.4万 | 6.7万股 | +1,065股+1.59% | 加仓 |
 泛林集团LRCX |
| 0.42% | 0.22% | $287.2万 | 6,623股 | $154.3万 | 7,213股 | -590股-8.18% | 减仓 |
 美光科技MU |
| 0.41% | 0.1% | $286.2万 | 2,480股 | $70.6万 | 2,088股 | +392股+18.77% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.41% | 0.36% | $283.3万 | 1.6万股 | $253.1万 | 1.5万股 | +362股+2.39% | 加仓 |
 应用材料AMAT |
| 0.41% | 0.18% | $282.2万 | 3,903股 | $130.0万 | 3,804股 | +99股+2.60% | 加仓 |
 ALTRIAMO |
| 0.38% | 0.34% | $262.1万 | 3.6万股 | $242.1万 | 3.6万股 | -198股-0.55% | 减仓 |
 GE航空GE |
| 0.37% | 0.29% | $258.4万 | 6,915股 | $208.3万 | 7,329股 | -414股-5.65% | 减仓 |
 联合健康UNH |
| 0.36% | 0.21% | $247.0万 | 5,943股 | $151.0万 | 5,580股 | +363股+6.51% | 加仓 |
 高盛GS |
| 0.35% | 0.28% | $245.3万 | 2,425股 | $202.6万 | 2,395股 | +30股+1.25% | 加仓 |
 甲骨文ORCL |
| 0.35% | 0.36% | $242.5万 | 1.7万股 | $257.4万 | 1.7万股 | -947股-5.41% | 减仓 |
| CCBRE CL ACBRE |
| 0.33% | 0.32% | $228.0万 | 1.7万股 | $227.8万 | 1.7万股 | +105股+0.62% | 加仓 |
| BBANK OF AMERBAC |
| 0.33% | 0.25% | $227.8万 | 4.0万股 | $180.5万 | 3.7万股 | +2,946股+7.96% | 加仓 |
 GE VernovaGEV |
| 0.32% | 0.18% | $222.1万 | 1,889股 | $128.4万 | 1,471股 | +418股+28.42% | 加仓 |
