| AAlphabet Inc Class CGOOG |
| 14.94% | 14.98% | $7,392.4万 | 20.9万股 | $6,787.1万 | 23.7万股 | -2.7万股-11.57% | 减仓 |
 微软MSFT |
| 10.79% | 11.65% | $5,340.4万 | 14.3万股 | $5,280.8万 | 14.3万股 | +507股+0.36% | 加仓 |
 亚马逊AMZN |
| 8.47% | 8.16% | $4,190.0万 | 17.6万股 | $3,696.3万 | 17.7万股 | -1,674股-0.94% | 减仓 |
 VisaV |
| 7.23% | 6.95% | $3,578.8万 | 10.4万股 | $3,148.5万 | 10.4万股 | +139股+0.13% | 加仓 |
 IQVIAIQV |
| 6.2% | 5.97% | $3,067.3万 | 15.9万股 | $2,705.1万 | 15.9万股 | +124股+0.08% | 加仓 |
 T-MOBILE US COMTMUS |
| 5.12% | 7.03% | $2,534.1万 | 15.1万股 | $3,187.2万 | 15.2万股 | -668股-0.44% | 减仓 |
 礼来LLY |
| 4.68% | 1.66% | $2,315.1万 | 1.9万股 | $751.8万 | 8,174股 | +1.1万股+136.14% | 加仓 |
 苹果AAPL |
| 4.52% | 4.32% | $2,233.9万 | 7.7万股 | $1,959.6万 | 7.7万股 | -11股-0.01% | 减仓 |
 英伟达NVDA |
| 4.25% | 4.04% | $2,103.4万 | 10.5万股 | $1,828.6万 | 10.5万股 | +270股+0.26% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 3.95% | 4.38% | $1,955.4万 | 20.7万股 | $1,983.9万 | 20.8万股 | -1,098股-0.53% | 减仓 |
| SSLMSLM |
| 3.76% | 3.34% | $1,859.3万 | 71.7万股 | $1,514.9万 | 70.8万股 | +9,195股+1.30% | 加仓 |
 ADPADP |
| 3.6% | 2.1% | $1,782.8万 | 8.0万股 | $951.5万 | 4.7万股 | +3.3万股+70.00% | 加仓 |
 EVERSOURCE ENERGYES |
| 3.48% | 6.26% | $1,720.4万 | 23.8万股 | $2,835.8万 | 40.9万股 | -17.1万股-41.84% | 减仓 |
 史赛克SYK |
| 3.2% | 0.87% | $1,581.0万 | 5.0万股 | $393.2万 | 1.2万股 | +3.8万股+319.70% | 加仓 |
 摩根大通JPM |
| 1.82% | 1.78% | $899.9万 | 2.7万股 | $808.7万 | 2.7万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHR |
| 1.77% | 1.92% | $874.3万 | 35.5万股 | $871.8万 | 35.0万股 | +4,594股+1.31% | 加仓 |
 埃森哲ACN |
| 1.74% | — | $862.7万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 MCKESSON COMMCK |
| 1.36% | 1.7% | $674.0万 | 8,920股 | $771.9万 | 8,920股 | 00.00% | 持仓不变 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.25% | 1.3% | $618.5万 | 25.6万股 | $589.2万 | 24.3万股 | +1.3万股+5.54% | 加仓 |
 NETFLIXNFLX |
| 1.12% | 0.14% | $556.3万 | 7.8万股 | $63.1万 | 6,560股 | +7.1万股+1,087.61% | 加仓 |
 财捷INTU |
| 0.93% | 1.11% | $459.2万 | 1.8万股 | $504.7万 | 1.2万股 | +5,923股+50.75% | 加仓 |
| V先锋领航斯科茨代尔基金VGLT |
| 0.83% | 1.19% | $411.3万 | 7.5万股 | $541.5万 | 9.8万股 | -2.3万股-23.82% | 减仓 |
 加拿大国家铁路CNI |
| 0.8% | 0.75% | $393.7万 | 3.3万股 | $339.3万 | 3.3万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.78% | 0.8% | $386.1万 | 1.1万股 | $362.0万 | 1.3万股 | -1,786股-14.19% | 减仓 |
| T赛默飞世尔TMO |
| 0.68% | 0.73% | $336.4万 | 6,710股 | $329.8万 | 6,710股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.62% | 0.61% | $304.8万 | 3.5万股 | $276.7万 | 3.5万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.4% | 0.45% | $200.0万 | 3,550股 | $203.1万 | 3,550股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.37% | 0.47% | $184.4万 | 6,820股 | $212.0万 | 6,820股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.29% | 0.31% | $141.2万 | 2,821股 | $141.2万 | 2,946股 | -125股-4.24% | 减仓 |
 万事达MA |
| 0.24% | — | $120.4万 | 2,344股 | $0 | 0股 | +2,344股 | 新买入 |
 台积电TSM |
| 0.2% | 0.15% | $98.5万 | 2,062股 | $70.2万 | 2,078股 | -16股-0.77% | 减仓 |
 AON SHS CL AAON |
| 0.15% | 0.16% | $75.5万 | 2,275股 | $73.4万 | 2,275股 | 00.00% | 持仓不变 |
 EAST WEST BANCORPEWBC |
| 0.14% | 0.12% | $68.0万 | 5,270股 | $56.3万 | 5,270股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 0.13% | 0.13% | $62.8万 | 3,525股 | $59.4万 | 141股 | +3,384股+2,400.00% | 加仓 |
 恩智浦NXPI |
| 0.07% | 0.05% | $33.4万 | 1,189股 | $23.4万 | 1,189股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.07% | 0.07% | $33.1万 | 979股 | $29.6万 | 979股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.05% | 0.06% | $25.5万 | 1,740股 | $25.6万 | 1,740股 | 00.00% | 持仓不变 |
