| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 9.59% | 9.31% | $3,364.6万 | 116.2万股 | $2,913.2万 | 116.1万股 | +1,173股+0.10% | 加仓 |
 苹果AAPL |
| 6.75% | 6.68% | $2,369.4万 | 8.2万股 | $2,088.5万 | 8.2万股 | -407股-0.49% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.92% | 5.42% | $2,077.6万 | 5.9万股 | $1,696.5万 | 5.9万股 | -341股-0.58% | 减仓 |
 英伟达NVDA |
| 4.64% | 4.55% | $1,628.3万 | 8.1万股 | $1,423.1万 | 8.2万股 | -221股-0.27% | 减仓 |
 派克汉尼汾PH |
| 4.16% | 4.28% | $1,460.2万 | 1.5万股 | $1,338.9万 | 1.5万股 | -27股-0.18% | 减仓 |
 高盛GS |
| 4% | 3.76% | $1,403.3万 | 1.4万股 | $1,175.2万 | 1.4万股 | -17股-0.12% | 减仓 |
 伊顿ETN |
| 3.89% | 3.66% | $1,367.0万 | 3.2万股 | $1,143.9万 | 3.2万股 | +97股+0.30% | 加仓 |
 微软MSFT |
| 3.88% | 4.31% | $1,363.2万 | 3.7万股 | $1,347.9万 | 3.6万股 | +131股+0.36% | 加仓 |
 摩根大通JPM |
| 3.18% | 3.2% | $1,117.6万 | 3.4万股 | $1,000.1万 | 3.4万股 | +144股+0.42% | 加仓 |
 礼来LLY |
| 3.18% | 2.71% | $1,116.2万 | 9,306股 | $846.8万 | 9,207股 | +99股+1.08% | 加仓 |
 QUANTA SVCSPWR |
| 2.97% | 2.53% | $1,041.5万 | 1.4万股 | $792.1万 | 1.4万股 | +36股+0.25% | 加仓 |
 雷神技术RTX |
| 2.83% | 3.21% | $994.9万 | 5.2万股 | $1,004.2万 | 5.2万股 | +383股+0.74% | 加仓 |
 Meta平台META |
| 2.8% | 3.17% | $983.8万 | 1.7万股 | $992.8万 | 1.7万股 | +112股+0.65% | 加仓 |
 亚马逊AMZN |
| 2.61% | 2.55% | $916.5万 | 3.8万股 | $797.7万 | 3.8万股 | +154股+0.40% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.44% | 2.6% | $857.7万 | 1.7万股 | $814.0万 | 1.7万股 | +153股+0.90% | 加仓 |
 PALO ALTOPANW |
| 2.33% | 1.14% | $819.3万 | 2.4万股 | $357.5万 | 2.2万股 | +1,728股+7.75% | 加仓 |
 贝莱德·INC COMBLK |
| 2.16% | 2.39% | $756.8万 | 7,871股 | $748.5万 | 7,783股 | +88股+1.13% | 加仓 |
 CARRIER GLOBALCARR |
| 1.9% | 1.61% | $667.2万 | 9.1万股 | $503.9万 | 8.9万股 | +1,476股+1.65% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.6% | 1.55% | $561.2万 | 7,515股 | $486.3万 | 7,478股 | +37股+0.49% | 加仓 |
 雪佛龙CVX |
| 1.57% | 2.18% | $551.2万 | 3.3万股 | $681.2万 | 3.3万股 | +328股+1.00% | 加仓 |
 宝洁PG |
| 1.55% | 1.66% | $543.8万 | 3.7万股 | $519.0万 | 3.6万股 | +1,151股+3.20% | 加仓 |
 星巴克SBUX |
| 1.48% | 1.43% | $519.2万 | 5.1万股 | $448.7万 | 5.0万股 | +727股+1.45% | 加仓 |
 杜克能源DUK |
| 1.46% | 1.66% | $513.9万 | 4.1万股 | $519.7万 | 4.0万股 | +908股+2.29% | 加仓 |
 万豪MAR |
| 1.44% | 1.4% | $506.0万 | 1.4万股 | $439.1万 | 1.3万股 | +229股+1.71% | 加仓 |
 波音BA |
| 1.39% | 1.41% | $488.5万 | 2.3万股 | $439.9万 | 2.2万股 | +468股+2.12% | 加仓 |
| G通用动力VTI |
| 1.34% | 1.32% | $471.6万 | 1.3万股 | $411.6万 | 1.3万股 | -87股-0.68% | 减仓 |
 家得宝HD |
| 1.31% | 1.28% | $458.8万 | 1.3万股 | $400.6万 | 1.2万股 | +829股+6.81% | 加仓 |
 诺华NVS |
| 1.27% | 1.33% | $444.9万 | 2.8万股 | $417.3万 | 2.7万股 | +1,067股+3.91% | 加仓 |
 BWX科技BWXT |
| 1.22% | — | $429.9万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 SOFI TECHNOLOGIES COMSOFI |
| 1.17% | 1.08% | $411.1万 | 22.9万股 | $337.9万 | 21.3万股 | +1.6万股+7.75% | 加仓 |
 迪士尼DIS |
| 1.14% | 1.21% | $399.4万 | 4.1万股 | $377.6万 | 3.9万股 | +2,312股+5.90% | 加仓 |
 史赛克SYK |
| 1.13% | 1.27% | $397.3万 | 1.3万股 | $397.0万 | 1.2万股 | +539股+4.46% | 加仓 |
 NETFLIXNFLX |
| 1.04% | 1.54% | $365.9万 | 5.1万股 | $480.9万 | 5.0万股 | +1,229股+2.46% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1% | 0.98% | $349.3万 | 4,966股 | $306.6万 | 4,971股 | -5股-0.10% | 减仓 |
| IIBMIBM |
| 0.87% | 0.23% | $306.7万 | 1.1万股 | $70.4万 | 2,905股 | +8,001股+275.42% | 加仓 |
 GE航空GE |
| 0.81% | — | $282.5万 | 7,560股 | $0 | 0股 | +7,560股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.6% | 0.79% | $210.3万 | 5,708股 | $245.8万 | 5,713股 | -5股-0.09% | 减仓 |
 赛富时CRM |
| 0.59% | 1.49% | $206.5万 | 1.3万股 | $465.9万 | 2.5万股 | -1.2万股-47.19% | 减仓 |
 谷歌AGOOGL |
| 0.56% | 0.52% | $197.3万 | 5,520股 | $161.4万 | 5,612股 | -92股-1.64% | 减仓 |
 默沙东MRK |
| 0.4% | 0.42% | $141.3万 | 1.1万股 | $132.3万 | 1.1万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.38% | 0.32% | $132.3万 | 3.6万股 | $101.6万 | 3.3万股 | +3,083股+9.40% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.32% | 0.24% | $113.3万 | 2.0万股 | $75.5万 | 1.3万股 | +6,736股+50.57% | 加仓 |
| S嘉信·USSCHA |
| 0.32% | 0.27% | $111.2万 | 3.1万股 | $83.7万 | 2.9万股 | +1,977股+6.87% | 加仓 |
 埃克森美孚XOM |
| 0.32% | 0.44% | $110.6万 | 8,092股 | $139.0万 | 8,192股 | -100股-1.22% | 减仓 |
 爱迪生联合电气ED |
| 0.31% | 0.36% | $110.0万 | 9,940股 | $112.5万 | 9,940股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.3% | 0.29% | $104.0万 | 2,472股 | $91.9万 | 2,472股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.29% | 0.29% | $102.6万 | 1,965股 | $91.5万 | 1,975股 | -10股-0.51% | 减仓 |
 沃尔玛WMT |
| 0.29% | 0.38% | $102.3万 | 9,028股 | $117.6万 | 9,463股 | -435股-4.60% | 减仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.25% | $89.0万 | 1,296股 | $78.5万 | 1,314股 | -18股-1.37% | 减仓 |
| EETFS GOLD TRSGOL |
| 0.24% | 0.28% | $83.9万 | 2.2万股 | $87.5万 | 2.0万股 | +2,331股+11.89% | 加仓 |
