 苹果AAPL |
| 7.82% | 7.25% | $1,645.8万 | 6.5万股 | $2,348.9万 | 11.4万股 | -5.0万股-43.55% | 减仓 |
 微软MSFT |
| 6.94% | 7.16% | $1,459.1万 | 2.8万股 | $2,319.4万 | 4.7万股 | -1.8万股-39.58% | 减仓 |
 摩根大通JPM |
| 5.63% | 5.74% | $1,185.2万 | 3.8万股 | $1,857.7万 | 6.4万股 | -2.7万股-41.36% | 减仓 |
 伊顿ETN |
| 5.31% | 5.61% | $1,117.4万 | 3.0万股 | $1,818.1万 | 5.1万股 | -2.1万股-41.37% | 减仓 |
 谷歌AGOOGL |
| 4.78% | 3.9% | $1,006.0万 | 4.1万股 | $1,262.6万 | 7.2万股 | -3.0万股-42.24% | 减仓 |
 高盛GS |
| 4.68% | 4.71% | $984.6万 | 1.2万股 | $1,524.0万 | 2.2万股 | -9,171股-42.59% | 减仓 |
 PALO ALTOPANW |
| 4.26% | 4.61% | $895.3万 | 4.4万股 | $1,493.5万 | 7.3万股 | -2.9万股-39.75% | 减仓 |
 QUANTA SVCSPWR |
| 3.62% | 2.14% | $760.6万 | 1.8万股 | $693.7万 | 1.8万股 | +6股+0.03% | 加仓 |
| IIBMIBM |
| 3.51% | 4.13% | $738.3万 | 2.6万股 | $1,339.3万 | 4.5万股 | -1.9万股-42.41% | 减仓 |
 雷神技术RTX |
| 2.95% | 2.88% | $620.0万 | 3.7万股 | $932.3万 | 6.4万股 | -2.7万股-41.96% | 减仓 |
 VisaV |
| 2.76% | 3.37% | $581.2万 | 1.7万股 | $1,093.0万 | 3.1万股 | -1.4万股-44.70% | 减仓 |
| IiShares安硕信托IEFA |
| 2.71% | 3.04% | $570.4万 | 6.5万股 | $984.4万 | 11.8万股 | -5.3万股-44.60% | 减仓 |
 强生JNJ |
| 2.71% | 2.49% | $569.9万 | 3.1万股 | $807.8万 | 5.3万股 | -2.2万股-41.88% | 减仓 |
 宝洁PG |
| 2.52% | 2.99% | $530.3万 | 3.5万股 | $968.3万 | 6.1万股 | -2.6万股-43.21% | 减仓 |
 MCKESSON COMMCK |
| 2.29% | 2.43% | $480.9万 | 6,225股 | $786.1万 | 1.1万股 | -4,503股-41.97% | 减仓 |
 家得宝HD |
| 2.21% | 2.23% | $465.9万 | 1.1万股 | $721.1万 | 2.0万股 | -8,168股-41.53% | 减仓 |
 卡特彼勒CAT |
| 2.17% | 2.05% | $455.6万 | 9,548股 | $664.2万 | 1.7万股 | -7,561股-44.19% | 减仓 |
 埃克森美孚XOM |
| 1.92% | 1.99% | $403.9万 | 3.6万股 | $645.3万 | 6.0万股 | -2.4万股-40.15% | 减仓 |
 联合太平洋铁路UNP |
| 1.71% | 1.74% | $359.7万 | 1.5万股 | $563.0万 | 2.4万股 | -9,252股-37.81% | 减仓 |
 赛富时CRM |
| 1.57% | 1.91% | $331.1万 | 1.4万股 | $618.1万 | 2.3万股 | -8,698股-38.37% | 减仓 |
| T赛默飞世尔TMO |
| 1.46% | 1.41% | $307.7万 | 6,344股 | $455.3万 | 1.1万股 | -4,884股-43.50% | 减仓 |
 联邦快递FDX |
| 1.43% | 1.58% | $300.6万 | 1.3万股 | $510.5万 | 2.2万股 | -9,710股-43.24% | 减仓 |
 波音BA |
| 1.39% | 1.6% | $292.0万 | 1.4万股 | $518.1万 | 2.5万股 | -1.1万股-45.28% | 减仓 |
 迪士尼DIS |
| 1.36% | 1.71% | $285.4万 | 2.5万股 | $552.7万 | 4.5万股 | -2.0万股-44.07% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.16% | 0.9% | $245.0万 | 1.2万股 | $290.1万 | 1.5万股 | -3,137股-21.09% | 减仓 |
| V先锋领航指数基金VTV |
| 0.97% | 0.8% | $204.1万 | 1.1万股 | $259.4万 | 1.5万股 | -3,732股-25.43% | 减仓 |
 埃森哲ACN |
| 0.93% | 1.25% | $194.6万 | 7,893股 | $404.4万 | 1.4万股 | -5,638股-41.67% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.92% | 0.94% | $192.5万 | 3.6万股 | $303.7万 | 6.1万股 | -2.6万股-42.13% | 减仓 |
| V先锋领航指数基金VOT |
| 0.85% | 0.74% | $179.1万 | 6,095股 | $241.2万 | 8,480股 | -2,385股-28.13% | 减仓 |
| G通用动力VTI |
| 0.85% | 1% | $179.0万 | 5,455股 | $325.3万 | 1.1万股 | -5,249股-49.04% | 减仓 |
| V先锋领航指数基金VBK |
| 0.82% | 0.54% | $173.5万 | 5,829股 | $173.8万 | 6,275股 | -446股-7.11% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.82% | 0.55% | $172.5万 | 9,880股 | $178.4万 | 1.1万股 | -967股-8.91% | 减仓 |
 英伟达NVDA |
| 0.8% | 0.58% | $167.9万 | 8,999股 | $187.8万 | 1.2万股 | -2,890股-24.31% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.79% | 0.72% | $166.4万 | 2.1万股 | $232.1万 | 3.0万股 | -8,698股-28.98% | 减仓 |
 亚马逊AMZN |
| 0.78% | 0.65% | $163.8万 | 7,460股 | $209.1万 | 9,533股 | -2,073股-21.75% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.73% | 0.48% | $152.9万 | 1.9万股 | $156.3万 | 2.0万股 | -532股-2.71% | 减仓 |
 Meta平台META |
| 0.73% | 0.8% | $152.8万 | 2,081股 | $259.7万 | 3,519股 | -1,438股-40.86% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.71% | 0.56% | $148.8万 | 2.5万股 | $181.6万 | 3.2万股 | -7,025股-22.05% | 减仓 |
 艾伯维ABBV |
| 0.68% | 0.45% | $142.9万 | 6,172股 | $147.4万 | 7,939股 | -1,767股-22.26% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.59% | 0.71% | $124.8万 | 1.3万股 | $230.1万 | 2.5万股 | -1.2万股-48.33% | 减仓 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.57% | 0.89% | $119.4万 | 2,741股 | $288.6万 | 7,277股 | -4,536股-62.33% | 减仓 |
 雅培ABT |
| 0.43% | 0.37% | $90.1万 | 6,724股 | $118.9万 | 8,744股 | -2,020股-23.10% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.42% | 0.3% | $88.7万 | 9,495股 | $98.7万 | 1.1万股 | -1,548股-14.02% | 减仓 |
 雪佛龙CVX |
| 0.42% | 0.33% | $88.2万 | 5,680股 | $107.3万 | 7,492股 | -1,812股-24.19% | 减仓 |
 南方电力SO |
| 0.41% | 0.26% | $85.8万 | 9,055股 | $83.2万 | 9,055股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.4% | 0.58% | $85.2万 | 1.9万股 | $187.4万 | 4.0万股 | -2.2万股-53.35% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.4% | 0.25% | $83.3万 | 1,250股 | $79.5万 | 1,287股 | -37股-2.87% | 减仓 |
| PProShares信托NOBL |
| 0.39% | 0.59% | $83.1万 | 8,059股 | $192.0万 | 1.9万股 | -1.1万股-57.73% | 减仓 |
| V先锋领航指数基金VB |
| 0.34% | 0.37% | $71.8万 | 2,823股 | $119.3万 | 5,036股 | -2,213股-43.94% | 减仓 |
| JJPMORGAN SMALL & MID CAPENHANCED EQUITY ETFJMEE |
| 0.34% | 0.48% | $71.5万 | 1.1万股 | $154.3万 | 2.6万股 | -1.5万股-56.73% | 减仓 |
