 苹果AAPL |
| 14.9% | 14.43% | $7,641.4万 | 26.4万股 | $6,791.6万 | 26.8万股 | -3,527股-1.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.42% | 4.67% | $2,267.1万 | 4.5万股 | $2,199.4万 | 4.6万股 | -590股-1.29% | 减仓 |
 英伟达NVDA |
| 4.36% | 4.23% | $2,237.5万 | 11.2万股 | $1,992.4万 | 11.4万股 | -2,417股-2.12% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.48% | 3.17% | $1,782.8万 | 5.0万股 | $1,493.5万 | 5.2万股 | -1,608股-3.09% | 减仓 |
 好市多COST |
| 3% | 3.5% | $1,539.1万 | 1.6万股 | $1,648.1万 | 1.7万股 | -87股-0.53% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.95% | 2.6% | $1,511.8万 | 2.0万股 | $1,223.7万 | 1.9万股 | +1,429股+7.59% | 加仓 |
 亚马逊AMZN |
| 2.18% | 2.08% | $1,119.3万 | 4.7万股 | $978.4万 | 4.7万股 | -16股-0.03% | 减仓 |
 谷歌AGOOGL |
| 2.18% | 2% | $1,117.3万 | 3.1万股 | $939.3万 | 3.3万股 | -1,397股-4.28% | 减仓 |
 博通AVGO |
| 2.14% | 1.99% | $1,097.3万 | 2.9万股 | $937.4万 | 3.0万股 | -1,240股-4.09% | 减仓 |
 微软MSFT |
| 2.03% | 2.2% | $1,041.5万 | 2.8万股 | $1,035.4万 | 2.8万股 | -51股-0.18% | 减仓 |
 卡特彼勒CAT |
| 1.9% | 1.41% | $974.3万 | 9,149股 | $663.2万 | 9,361股 | -212股-2.26% | 减仓 |
 VisaV |
| 1.88% | 1.8% | $964.0万 | 2.8万股 | $846.1万 | 2.8万股 | +101股+0.36% | 加仓 |
 摩根大通JPM |
| 1.86% | 1.83% | $954.9万 | 2.9万股 | $860.7万 | 2.9万股 | -86股-0.29% | 减仓 |
| W富国银行WFC |
| 1.84% | 2.02% | $945.0万 | 8,167股 | $952.5万 | 8,246股 | -79股-0.96% | 减仓 |
 Meta平台META |
| 1.76% | 1.95% | $901.0万 | 1.6万股 | $918.0万 | 1.6万股 | -50股-0.31% | 减仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 1.68% | 1.79% | $861.9万 | 6,870股 | $841.0万 | 7,058股 | -188股-2.66% | 减仓 |
| J骏利亨德森JAAA |
| 1.41% | 1.66% | $724.7万 | 14.4万股 | $781.4万 | 15.5万股 | -1.2万股-7.48% | 减仓 |
 IRON MTN DEL COMIRM |
| 1.15% | 1.03% | $590.7万 | 4.7万股 | $483.8万 | 4.7万股 | -597股-1.26% | 减仓 |
 AMGEN COMAMGN |
| 1.14% | 1.2% | $583.8万 | 1.6万股 | $565.9万 | 1.6万股 | +38股+0.24% | 加仓 |
 礼来LLY |
| 1.12% | 0.94% | $575.1万 | 4,795股 | $443.3万 | 4,820股 | -25股-0.52% | 减仓 |
| EEA SERIES TRUSTBSVO |
| 1.1% | 0.98% | $566.8万 | 19.4万股 | $459.1万 | 18.1万股 | +1.3万股+7.30% | 加仓 |
 ADAMS DIVERSIFIED EQUITY FD COMADX |
| 1.05% | 0.97% | $539.9万 | 21.1万股 | $458.2万 | 20.7万股 | +4,227股+2.04% | 加仓 |
 万事达MA |
| 1.05% | 1.1% | $536.2万 | 1.0万股 | $518.1万 | 1.0万股 | +70股+0.68% | 加仓 |
 雪佛龙CVX |
| 1.04% | 1.4% | $535.0万 | 3.2万股 | $661.0万 | 3.2万股 | +326股+1.02% | 加仓 |
 星巴克SBUX |
| 1.01% | 0.96% | $517.1万 | 5.1万股 | $451.7万 | 5.0万股 | +183股+0.36% | 加仓 |
| V先锋领航指数基金VOO |
| 1% | 0.56% | $511.7万 | 7,451股 | $265.2万 | 4,438股 | +3,013股+67.89% | 加仓 |
 高盛GS |
| 0.89% | 0.81% | $454.2万 | 4,491股 | $383.3万 | 4,531股 | -40股-0.88% | 减仓 |
 沃尔玛WMT |
| 0.85% | 1.02% | $436.8万 | 3.9万股 | $478.7万 | 3.9万股 | +48股+0.12% | 加仓 |
 美国运通AXP |
| 0.82% | 0.73% | $418.4万 | 1.2万股 | $343.2万 | 1.1万股 | +1,022股+9.01% | 加仓 |
 雅培ABT |
| 0.81% | 1.12% | $415.8万 | 4.6万股 | $528.0万 | 5.1万股 | -5,610股-10.91% | 减仓 |
 百事可乐PEP |
| 0.8% | 1% | $408.5万 | 3.0万股 | $470.4万 | 3.0万股 | -122股-0.40% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.79% | 0.83% | $402.7万 | 6.8万股 | $390.2万 | 6.6万股 | +2,760股+4.21% | 加仓 |
 艾伯维ABBV |
| 0.74% | 0.69% | $380.6万 | 1.5万股 | $324.4万 | 1.5万股 | +208股+1.39% | 加仓 |
 WASTE MGMT DELWM |
| 0.73% | 0.83% | $372.7万 | 1.7万股 | $389.4万 | 1.7万股 | -223股-1.32% | 减仓 |
 UNITED RENTALSURI |
| 0.65% | 0.46% | $332.6万 | 2,935股 | $217.7万 | 2,989股 | -54股-1.81% | 减仓 |
 埃克森美孚XOM |
| 0.65% | 0.91% | $331.6万 | 2.4万股 | $429.0万 | 2.5万股 | -1,033股-4.08% | 减仓 |
| DDimensional维度ETF信托DFAC |
| 0.62% | 0.58% | $320.3万 | 7.2万股 | $273.7万 | 7.0万股 | +1,780股+2.53% | 加仓 |
 ROYCE SMALL CAP TRUST CFRVT |
| 0.62% | 0.6% | $316.2万 | 17.1万股 | $283.7万 | 17.1万股 | +327股+0.19% | 加仓 |
 NETFLIXNFLX |
| 0.58% | 0.85% | $297.3万 | 4.2万股 | $398.3万 | 4.1万股 | +211股+0.51% | 加仓 |
 家得宝HD |
| 0.56% | 0.61% | $285.2万 | 8,085股 | $289.4万 | 8,799股 | -714股-8.11% | 减仓 |
 可口可乐KO |
| 0.53% | 0.54% | $273.7万 | 3.4万股 | $253.1万 | 3.3万股 | +400股+1.20% | 加仓 |
 飞塔FTNT |
| 0.52% | 0.44% | $265.7万 | 1.7万股 | $208.0万 | 2.5万股 | -8,155股-32.04% | 减仓 |
 强生JNJ |
| 0.51% | 0.53% | $260.1万 | 1.0万股 | $247.3万 | 1.0万股 | +128股+1.27% | 加仓 |
| BBANK OF AMERBAC |
| 0.5% | 0.47% | $257.1万 | 4.5万股 | $220.5万 | 4.5万股 | -111股-0.25% | 减仓 |
 GeneracGNRC |
| 0.49% | 0.36% | $252.4万 | 8,619股 | $170.7万 | 8,741股 | -122股-1.40% | 减仓 |
 GE航空GE |
| 0.49% | 0.38% | $250.3万 | 6,697股 | $179.0万 | 6,308股 | +389股+6.17% | 加仓 |
 ZoomZM |
| 0.49% | 0.46% | $249.5万 | 2.9万股 | $216.2万 | 2.7万股 | +2,010股+7.47% | 加仓 |
| I景顺QQQ信托VOO |
| 0.47% | 0.34% | $242.3万 | 3,291股 | $162.4万 | 2,813股 | +478股+16.99% | 加仓 |
 PALO ALTOPANW |
| 0.47% | 0.24% | $241.9万 | 7,094股 | $115.2万 | 7,184股 | -90股-1.25% | 减仓 |
 洛克希德马丁LMT |
| 0.46% | 0.59% | $237.4万 | 4,660股 | $279.5万 | 4,624股 | +36股+0.78% | 加仓 |
