 苹果AAPL |
| 5.42% | 5.3% | $3,516.6万 | 12.2万股 | $3,110.1万 | 12.3万股 | -1,016股-0.83% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.84% | 4.4% | $3,143.4万 | 8.9万股 | $2,582.2万 | 9.0万股 | -1,050股-1.17% | 减仓 |
 微软MSFT |
| 4.33% | 4.74% | $2,810.6万 | 7.5万股 | $2,786.5万 | 7.5万股 | +72股+0.10% | 加仓 |
 安费诺APH |
| 4.25% | 3.63% | $2,758.9万 | 15.6万股 | $2,130.6万 | 16.9万股 | -1.2万股-7.21% | 减仓 |
 英伟达NVDA |
| 3.98% | 3.91% | $2,582.4万 | 12.9万股 | $2,299.0万 | 13.2万股 | -2,762股-2.10% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 3.81% | 4.04% | $2,471.2万 | 33股 | $2,369.9万 | 33股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.34% | 3.21% | $2,166.6万 | 9.1万股 | $1,885.2万 | 9.1万股 | +387股+0.43% | 加仓 |
 摩根大通JPM |
| 2.74% | 2.81% | $1,781.3万 | 5.4万股 | $1,651.9万 | 5.6万股 | -1,737股-3.09% | 减仓 |
| SSPDR黄金信托GLD |
| 2.64% | 3.18% | $1,716.0万 | 4.7万股 | $1,866.9万 | 4.3万股 | +3,194股+7.36% | 加仓 |
 美国运通AXP |
| 2.51% | 2.5% | $1,626.6万 | 4.8万股 | $1,470.8万 | 4.9万股 | -536股-1.10% | 减仓 |
 思科CSCO |
| 2.39% | 1.77% | $1,549.8万 | 13.2万股 | $1,036.5万 | 13.4万股 | -1,646股-1.23% | 减仓 |
 应用材料AMAT |
| 2.21% | 1.18% | $1,435.3万 | 2.0万股 | $691.6万 | 2.0万股 | -384股-1.90% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.08% | 1.82% | $1,349.6万 | 1.8万股 | $1,067.4万 | 1.6万股 | +1,660股+10.11% | 加仓 |
 VisaV |
| 2% | 1.99% | $1,298.3万 | 3.8万股 | $1,165.7万 | 3.9万股 | -727股-1.88% | 减仓 |
 万事达MA |
| 1.97% | 2.14% | $1,278.0万 | 2.5万股 | $1,257.2万 | 2.5万股 | -277股-1.10% | 减仓 |
 好市多COST |
| 1.91% | 2.29% | $1,241.3万 | 1.3万股 | $1,345.4万 | 1.4万股 | -233股-1.73% | 减仓 |
 强生JNJ |
| 1.9% | 2.03% | $1,232.7万 | 4.9万股 | $1,192.7万 | 4.9万股 | -255股-0.52% | 减仓 |
| S道富SPYM |
| 1.9% | 1.24% | $1,232.3万 | 14.0万股 | $727.5万 | 9.5万股 | +4.5万股+47.52% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.67% | 1.87% | $1,087.2万 | 21.5万股 | $1,098.5万 | 21.7万股 | -2,047股-0.94% | 减仓 |
| KKKR & COMKKR |
| 1.6% | 1.83% | $1,036.5万 | 11.3万股 | $1,073.8万 | 11.6万股 | -3,155股-2.72% | 减仓 |
 联合太平洋铁路UNP |
| 1.52% | 1.52% | $987.7万 | 3.6万股 | $891.8万 | 3.7万股 | -443股-1.21% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.43% | 1.55% | $930.3万 | 18.2万股 | $911.5万 | 17.9万股 | +3,332股+1.86% | 加仓 |
 Meta平台META |
| 1.42% | 1.65% | $923.5万 | 1.6万股 | $967.8万 | 1.7万股 | -522股-3.09% | 减仓 |
 通用动力GD |
| 1.34% | 1.48% | $869.8万 | 2.5万股 | $869.4万 | 2.5万股 | -776股-3.06% | 减仓 |
| T赛默飞世尔TMO |
| 1.29% | 1.41% | $838.2万 | 1.7万股 | $826.7万 | 1.7万股 | -102股-0.61% | 减仓 |
 联邦快递FDX |
| 1.24% | 1.63% | $805.0万 | 2.6万股 | $956.0万 | 2.7万股 | -1,132股-4.22% | 减仓 |
 麦当劳MCD |
| 1.17% | 1.49% | $759.4万 | 2.8万股 | $877.5万 | 2.8万股 | -140股-0.50% | 减仓 |
| G通用动力VTI |
| 1.14% | 0.92% | $741.3万 | 2.0万股 | $542.2万 | 1.7万股 | +3,133股+18.54% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.03% | 1.19% | $667.2万 | 5.1万股 | $698.5万 | 5.1万股 | -619股-1.21% | 减仓 |
 美国合众银行USB |
| 1.01% | 1% | $654.7万 | 10.8万股 | $584.9万 | 11.2万股 | -4,076股-3.62% | 减仓 |
 AMGEN COMAMGN |
| 0.98% | 1.18% | $634.0万 | 1.8万股 | $693.8万 | 2.0万股 | -2,212股-11.22% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.96% | 1.08% | $623.4万 | 7.9万股 | $635.1万 | 8.0万股 | -1,236股-1.54% | 减仓 |
 赛莱默XYL |
| 0.94% | 1.04% | $611.4万 | 5.2万股 | $610.9万 | 5.1万股 | +601股+1.18% | 加仓 |
 迪士尼DIS |
| 0.92% | 1.09% | $597.9万 | 6.2万股 | $641.7万 | 6.7万股 | -4,469股-6.71% | 减仓 |
 林德LIN |
| 0.92% | 0.91% | $596.3万 | 1.1万股 | $534.8万 | 1.1万股 | +702股+6.51% | 加仓 |
 星巴克SBUX |
| 0.9% | 0.9% | $584.9万 | 5.7万股 | $529.3万 | 5.9万股 | -1,836股-3.11% | 减仓 |
| I景顺QQQ信托VOO |
| 0.88% | 0.75% | $572.4万 | 7,773股 | $440.4万 | 7,629股 | +144股+1.89% | 加仓 |
 泛林集团LRCX |
| 0.84% | 0.48% | $547.7万 | 1.3万股 | $282.7万 | 1.3万股 | -590股-4.46% | 减仓 |
 家得宝HD |
| 0.81% | 0.85% | $525.7万 | 1.5万股 | $499.2万 | 1.5万股 | -275股-1.81% | 减仓 |
 TJXTJX |
| 0.77% | 0.91% | $501.5万 | 3.3万股 | $532.4万 | 3.3万股 | -235股-0.70% | 减仓 |
 NETFLIXNFLX |
| 0.77% | 1.1% | $500.3万 | 7.0万股 | $643.1万 | 6.7万股 | +3,188股+4.77% | 加仓 |
 阿斯麦ASML |
| 0.75% | 0.55% | $488.6万 | 2,456股 | $323.1万 | 2,446股 | +10股+0.41% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.75% | 0.65% | $486.3万 | 6.8万股 | $384.4万 | 6.0万股 | +8,262股+13.77% | 加仓 |
| MMORGAN STANLEY ETF TRUSTEVLN |
| 0.73% | — | $476.5万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.72% | — | $466.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 美敦力MDT |
| 0.68% | 0.94% | $438.9万 | 5.6万股 | $554.3万 | 6.4万股 | -7,874股-12.31% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.65% | 0.72% | $424.8万 | 5.1万股 | $420.4万 | 5.1万股 | +598股+1.18% | 加仓 |
 LEARLEA |
| 0.65% | 0.68% | $423.4万 | 3.2万股 | $400.0万 | 3.3万股 | -1,453股-4.40% | 减仓 |
 ARES CAPITALARCC |
| 0.64% | 0.72% | $415.5万 | 22.4万股 | $425.5万 | 23.6万股 | -1.2万股-5.03% | 减仓 |
| IiShares安硕信托PFF |
| 0.64% | 0.69% | $412.5万 | 13.5万股 | $405.2万 | 13.4万股 | +1,670股+1.25% | 加仓 |
