 苹果AAPL |
| 10.28% | 10.42% | $1.30亿 | 45.1万股 | $1.17亿 | 46.1万股 | -1.0万股-2.18% | 减仓 |
 微软MSFT |
| 9.24% | 10.45% | $1.17亿 | 31.5万股 | $1.17亿 | 31.7万股 | -2,522股-0.80% | 减仓 |
 谷歌AGOOGL |
| 6.8% | 6.3% | $8,631.0万 | 24.2万股 | $7,072.2万 | 24.6万股 | -4,425股-1.80% | 减仓 |
 高盛GS |
| 6.66% | 6.41% | $8,454.1万 | 8.4万股 | $7,196.2万 | 8.5万股 | -1,471股-1.73% | 减仓 |
 亚马逊AMZN |
| 6.61% | 5.74% | $8,397.4万 | 35.2万股 | $6,452.8万 | 31.0万股 | +4.2万股+13.72% | 加仓 |
 礼来LLY |
| 5.83% | 5.03% | $7,404.9万 | 6.2万股 | $5,652.3万 | 6.1万股 | +283股+0.46% | 加仓 |
 台积电TSM |
| 5.5% | 4.46% | $6,986.7万 | 14.6万股 | $5,011.1万 | 14.8万股 | -1,983股-1.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.38% | 4.97% | $6,836.2万 | 19.3万股 | $5,585.1万 | 19.5万股 | -1,219股-0.63% | 减仓 |
 伊顿ETN |
| 5.25% | 5.04% | $6,665.8万 | 15.6万股 | $5,666.0万 | 15.8万股 | -1,986股-1.25% | 减仓 |
 黑石集团BX |
| 5% | 3.21% | $6,343.0万 | 53.9万股 | $3,600.4万 | 31.3万股 | +22.6万股+72.16% | 加仓 |
 Meta平台META |
| 4.2% | 4.59% | $5,335.4万 | 9.5万股 | $5,160.2万 | 9.0万股 | +4,526股+5.02% | 加仓 |
 通用汽车GM |
| 3.77% | 4.11% | $4,780.1万 | 62.0万股 | $4,613.1万 | 61.9万股 | +944股+0.15% | 加仓 |
 GE航空GE |
| 3.22% | 2.8% | $4,084.3万 | 10.9万股 | $3,146.9万 | 11.1万股 | -1,611股-1.45% | 减仓 |
 英伟达NVDA |
| 3.12% | 2.3% | $3,966.5万 | 19.8万股 | $2,584.3万 | 14.8万股 | +5.0万股+33.78% | 加仓 |
| CCIGNALIBD |
| 2.5% | 3.17% | $3,177.4万 | 11.5万股 | $3,563.5万 | 13.4万股 | -1.8万股-13.72% | 减仓 |
| IISHARES TRSMAX |
| 2.08% | 3.34% | $2,639.2万 | 94.7万股 | $3,750.4万 | 139.8万股 | -45.1万股-32.26% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.9% | 2.04% | $2,416.1万 | 4.8万股 | $2,288.0万 | 4.8万股 | +539股+1.13% | 加仓 |
 迪士尼DIS |
| 1.64% | 1.79% | $2,084.5万 | 21.7万股 | $2,015.9万 | 20.9万股 | +7,413股+3.54% | 加仓 |
 美国运通AXP |
| 1.6% | 1.62% | $2,025.9万 | 6.0万股 | $1,821.5万 | 6.0万股 | -325股-0.54% | 减仓 |
| IiShares安硕信托MAXJ |
| 1.27% | 2.26% | $1,608.9万 | 55.2万股 | $2,540.5万 | 90.2万股 | -35.0万股-38.78% | 减仓 |
| IISHARES TRDMAX |
| 1.25% | 1.61% | $1,589.7万 | 58.1万股 | $1,812.4万 | 68.2万股 | -10.1万股-14.75% | 减仓 |
| N新纪元能源NEE |
| 0.76% | 0.93% | $970.1万 | 11.1万股 | $1,039.3万 | 11.2万股 | -1,359股-1.21% | 减仓 |
 NETFLIXNFLX |
| 0.59% | 0.15% | $745.9万 | 10.4万股 | $172.6万 | 1.8万股 | +8.7万股+482.12% | 加仓 |
 美国合众银行USB |
| 0.47% | 0.46% | $595.1万 | 9.9万股 | $512.5万 | 9.9万股 | 00.00% | 持仓不变 |
| IISHARES TRMMAX |
| 0.41% | 0.36% | $522.7万 | 19.3万股 | $409.0万 | 15.4万股 | +3.9万股+25.55% | 加仓 |
 赛富时CRM |
| 0.33% | 0.47% | $415.0万 | 2.6万股 | $529.2万 | 2.8万股 | -1,860股-6.56% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.28% | — | $360.6万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| G通用动力VTI |
| 0.26% | 0.25% | $325.1万 | 8,787股 | $280.9万 | 8,755股 | +32股+0.37% | 加仓 |
| I景顺QQQ信托VOO |
| 0.25% | 0.22% | $320.6万 | 4,354股 | $250.4万 | 4,338股 | +16股+0.37% | 加仓 |
 达美航空DAL |
| 0.19% | 2.23% | $238.1万 | 2.5万股 | $2,504.9万 | 37.7万股 | -35.1万股-93.25% | 减仓 |
 POPULARBPOP |
| 0.14% | 0.13% | $174.3万 | 1.1万股 | $142.4万 | 1.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.13% | 0.12% | $169.5万 | 4,487股 | $138.0万 | 4,458股 | +29股+0.65% | 加仓 |
 贝莱德·INC COMBLK |
| 0.13% | 0.14% | $159.7万 | 1,661股 | $159.7万 | 1,661股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.13% | 0.13% | $159.3万 | 2,133股 | $147.8万 | 2,273股 | -140股-6.16% | 减仓 |
 嘉信理财SCHW |
| 0.11% | 0.13% | $144.0万 | 1.6万股 | $146.6万 | 1.6万股 | +10股+0.06% | 加仓 |
 TRICO BANCSHARESTCBK |
| 0.1% | 0.1% | $123.9万 | 2.3万股 | $109.3万 | 2.3万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.09% | 0.1% | $119.4万 | 8,145股 | $117.6万 | 8,145股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.09% | 0.04% | $114.3万 | 990股 | $40.3万 | 1,193股 | -203股-17.02% | 减仓 |
 沃尔玛WMT |
| 0.09% | 0.11% | $112.0万 | 9,885股 | $120.7万 | 9,715股 | +170股+1.75% | 加仓 |
 特斯拉TSLA |
| 0.08% | 0.07% | $95.3万 | 2,265股 | $82.6万 | 2,221股 | +44股+1.98% | 加仓 |
 摩根大通JPM |
| 0.07% | 0.08% | $94.6万 | 2,891股 | $89.3万 | 3,036股 | -145股-4.78% | 减仓 |
 家得宝HD |
| 0.07% | 0.07% | $90.5万 | 2,566股 | $84.0万 | 2,554股 | +12股+0.47% | 加仓 |
| SSANDISK COMSNDK |
| 0.07% | 0.02% | $85.0万 | 374股 | $23.8万 | 374股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.06% | 0.07% | $82.1万 | 3,234股 | $79.0万 | 3,233股 | +1股+0.03% | 加仓 |
| V先锋领航全球基金VGT |
| 0.06% | 0.05% | $79.7万 | 6,664股 | $58.5万 | 839股 | +5,825股+694.28% | 加仓 |
| S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA |
| 0.06% | 0.05% | $70.5万 | 1.9万股 | $58.4万 | 1.8万股 | +532股+2.96% | 加仓 |
 好市多COST |
| 0.05% | 0.06% | $65.9万 | 705股 | $69.7万 | 700股 | +5股+0.71% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.05% | 0.05% | $63.2万 | 3,491股 | $57.7万 | 3,491股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.05% | 0.04% | $62.0万 | 528股 | $46.0万 | 527股 | +1股+0.19% | 加仓 |
| S嘉信·USSCHA |
| 0.05% | 0.05% | $60.0万 | 1.7万股 | $52.8万 | 1.8万股 | -1,566股-8.62% | 减仓 |
