 应用材料AMAT |
| 4.18% | 2.32% | $1,566.6万 | 2.2万股 | $773.3万 | 2.3万股 | -957股-4.23% | 减仓 |
 卡特彼勒CAT |
| 3.97% | 3.07% | $1,486.8万 | 1.4万股 | $1,021.8万 | 1.4万股 | -461股-3.20% | 减仓 |
 苹果AAPL |
| 2.91% | 2.9% | $1,090.7万 | 3.8万股 | $965.3万 | 3.8万股 | -342股-0.90% | 减仓 |
 GE VernovaGEV |
| 2.7% | 2.3% | $1,013.0万 | 8,622股 | $765.8万 | 8,773股 | -151股-1.72% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 2.61% | 1.54% | $979.4万 | 1.5万股 | $512.3万 | 1.6万股 | -302股-1.94% | 减仓 |
 台积电TSM |
| 2.52% | 2.17% | $946.7万 | 2.0万股 | $721.3万 | 2.1万股 | -1,521股-7.13% | 减仓 |
 谷歌AGOOGL |
| 2.38% | 2.21% | $891.7万 | 2.5万股 | $736.4万 | 2.6万股 | -656股-2.56% | 减仓 |
 礼来LLY |
| 2.16% | 1.85% | $810.6万 | 6,758股 | $617.3万 | 6,711股 | +47股+0.70% | 加仓 |
 摩根大通JPM |
| 2.15% | 2.19% | $807.5万 | 2.5万股 | $729.8万 | 2.5万股 | -141股-0.57% | 减仓 |
 强生JNJ |
| 2.1% | 2.29% | $787.8万 | 3.1万股 | $763.2万 | 3.1万股 | -204股-0.65% | 减仓 |
| DDimensional维度ETF信托DFIV |
| 2.03% | 2.25% | $760.0万 | 14.1万股 | $748.2万 | 14.2万股 | -1,068股-0.75% | 减仓 |
 微软MSFT |
| 1.87% | 2.09% | $701.5万 | 1.9万股 | $696.5万 | 1.9万股 | -10股-0.05% | 减仓 |
 可口可乐KO |
| 1.75% | 1.86% | $658.0万 | 8.1万股 | $617.9万 | 8.1万股 | -295股-0.36% | 减仓 |
 沃尔玛WMT |
| 1.73% | 2.17% | $648.8万 | 5.7万股 | $720.8万 | 5.8万股 | -716股-1.23% | 减仓 |
 Vulcan材料VMC |
| 1.71% | 1.77% | $640.3万 | 2.2万股 | $588.8万 | 2.2万股 | +78股+0.36% | 加仓 |
 杜克能源DUK |
| 1.69% | 1.97% | $633.6万 | 5.0万股 | $655.7万 | 5.0万股 | -26股-0.05% | 减仓 |
 亚马逊AMZN |
| 1.65% | 1.61% | $619.7万 | 2.6万股 | $536.6万 | 2.6万股 | +234股+0.91% | 加仓 |
| V先锋领航指数基金VOO |
| 1.6% | 1.43% | $600.6万 | 8,155股 | $475.0万 | 8,229股 | -74股-0.90% | 减仓 |
 VisaV |
| 1.56% | 1.54% | $583.8万 | 1.7万股 | $511.7万 | 1.7万股 | +87股+0.51% | 加仓 |
| F第一信托交易所交易基金IIIFPE |
| 1.45% | 1.63% | $543.0万 | 30.4万股 | $541.5万 | 30.5万股 | -1,382股-0.45% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.43% | 1.41% | $537.4万 | 7,196股 | $470.0万 | 7,227股 | -31股-0.43% | 减仓 |
 家得宝HD |
| 1.42% | 1.49% | $532.0万 | 1.5万股 | $494.8万 | 1.5万股 | +40股+0.27% | 加仓 |
 好市多COST |
| 1.38% | 1.66% | $518.2万 | 5,540股 | $554.0万 | 5,560股 | -20股-0.36% | 减仓 |
 英伟达NVDA |
| 1.37% | 1.34% | $513.9万 | 2.6万股 | $446.1万 | 2.6万股 | +102股+0.40% | 加仓 |
 LOWES COS COMLOW |
| 1.35% | 1.62% | $504.7万 | 2.3万股 | $538.6万 | 2.3万股 | +94股+0.41% | 加仓 |
 GE航空GE |
| 1.31% | 1.11% | $490.8万 | 1.3万股 | $370.6万 | 1.3万股 | +73股+0.56% | 加仓 |
 迪尔DE |
| 1.3% | 1.31% | $487.9万 | 7,691股 | $436.8万 | 7,754股 | -63股-0.81% | 减仓 |
| V先锋领航·MIDVO |
| 1.26% | 1.27% | $471.4万 | 5.9万股 | $422.2万 | 1.5万股 | +4.4万股+297.95% | 加仓 |
 VANECK FALLEN ANGEL HIGHYIELD BOND ETFANGL |
| 1.25% | 1.39% | $469.7万 | 16.1万股 | $463.1万 | 16.1万股 | -588股-0.36% | 减仓 |
 AMGEN COMAMGN |
| 1.24% | 1.36% | $464.2万 | 1.3万股 | $453.6万 | 1.3万股 | -73股-0.57% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.22% | 1.3% | $458.0万 | 2.0万股 | $432.3万 | 2.0万股 | -9股-0.05% | 减仓 |
| IiShares安硕信托DGRO |
| 1.21% | 1.27% | $453.9万 | 6.0万股 | $421.1万 | 6.0万股 | -109股-0.18% | 减仓 |
 默沙东MRK |
| 1.21% | 1.27% | $452.3万 | 3.5万股 | $423.3万 | 3.5万股 | +8股+0.02% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.17% | 1.33% | $437.5万 | 5.7万股 | $444.0万 | 5.8万股 | -476股-0.83% | 减仓 |
 洛克希德马丁LMT |
| 1.17% | 1.56% | $436.8万 | 8,574股 | $519.3万 | 8,592股 | -18股-0.21% | 减仓 |
 宝洁PG |
| 1.11% | 1.23% | $414.9万 | 2.8万股 | $409.4万 | 2.8万股 | -45股-0.16% | 减仓 |
 思科CSCO |
| 1.02% | 0.77% | $383.1万 | 3.3万股 | $255.1万 | 3.3万股 | -265股-0.81% | 减仓 |
 甲骨文ORCL |
| 0.95% | 1.08% | $357.0万 | 2.4万股 | $359.5万 | 2.4万股 | -81股-0.33% | 减仓 |
 南方电力SO |
| 0.94% | 1.06% | $351.7万 | 3.7万股 | $354.2万 | 3.7万股 | +48股+0.13% | 加仓 |
 联合健康UNH |
| 0.94% | 0.69% | $350.8万 | 8,439股 | $228.3万 | 8,437股 | +2股+0.02% | 加仓 |
| BBANK OF AMERBAC |
| 0.92% | 0.88% | $346.2万 | 6.1万股 | $293.5万 | 6.0万股 | +547股+0.91% | 加仓 |
 WASTE MGMT DELWM |
| 0.9% | 1.04% | $335.7万 | 1.5万股 | $346.0万 | 1.5万股 | +5股+0.03% | 加仓 |
 TransDigmTDG |
| 0.87% | 0.84% | $325.0万 | 2,440股 | $280.7万 | 2,422股 | +18股+0.74% | 加仓 |
| EEtfis Ser TR I Reaves Utils ETFUTES |
| 0.85% | 0.9% | $318.0万 | 3.9万股 | $299.5万 | 3.7万股 | +1,418股+3.78% | 加仓 |
 星巴克SBUX |
| 0.84% | 0.83% | $315.3万 | 3.1万股 | $277.6万 | 3.1万股 | -134股-0.43% | 减仓 |
 CSX铁路CSX |
| 0.84% | 0.83% | $313.6万 | 6.6万股 | $276.0万 | 6.7万股 | -1,258股-1.87% | 减仓 |
| IiShares安硕信托IMCG |
| 0.84% | 0.76% | $313.5万 | 3.2万股 | $253.4万 | 3.2万股 | -286股-0.89% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.83% | 0.87% | $312.6万 | 3.2万股 | $288.7万 | 3.3万股 | -129股-0.40% | 减仓 |
 通用动力GD |
| 0.83% | 0.92% | $311.6万 | 8,797股 | $305.1万 | 8,888股 | -91股-1.02% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.82% | 1.23% | $306.7万 | 6,022股 | $410.7万 | 6,019股 | +3股+0.05% | 加仓 |
