 谷歌AGOOGL |
| 13.48% | 15.15% | $3,370.2万 | 9.4万股 | $3,832.9万 | 9.5万股 | -893股-0.94% | 减仓 |
 苹果AAPL |
| 6.12% | 6.21% | $1,530.2万 | 5.3万股 | $1,571.0万 | 5.3万股 | +318股+0.60% | 加仓 |
 英伟达NVDA |
| 5.67% | 6.28% | $1,418.2万 | 7.1万股 | $1,587.7万 | 7.0万股 | +575股+0.82% | 加仓 |
 微软MSFT |
| 5.26% | 5.65% | $1,315.2万 | 3.5万股 | $1,429.7万 | 3.5万股 | -25股-0.07% | 减仓 |
 摩根士丹利MS |
| 4.92% | 4.39% | $1,229.3万 | 5.9万股 | $1,109.8万 | 5.7万股 | +1,550股+2.71% | 加仓 |
 博通AVGO |
| 4.51% | 4.98% | $1,127.5万 | 3.0万股 | $1,259.7万 | 3.0万股 | -375股-1.24% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.44% | 4.31% | $1,109.1万 | 1.5万股 | $1,091.3万 | 1.5万股 | +150股+1.02% | 加仓 |
 亚马逊AMZN |
| 3.36% | 3.87% | $839.7万 | 3.5万股 | $980.0万 | 3.6万股 | -1,047股-2.89% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 3.3% | 3.16% | $823.7万 | 11股 | $800.3万 | 11股 | 00.00% | 持仓不变 |
 台积电TSM |
| 2.95% | 2.29% | $736.5万 | 1.5万股 | $580.4万 | 1.5万股 | +905股+6.23% | 加仓 |
 万事达MA |
| 2.13% | 1.94% | $533.7万 | 1.0万股 | $490.2万 | 9,992股 | +399股+3.99% | 加仓 |
 强生JNJ |
| 2.1% | 1.88% | $525.6万 | 2.1万股 | $476.9万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 2.06% | 2.36% | $515.0万 | 9.7万股 | $598.2万 | 10.4万股 | -6,846股-6.59% | 减仓 |
 家得宝HD |
| 1.86% | 1.54% | $465.4万 | 1.3万股 | $389.7万 | 1.3万股 | +315股+2.45% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 1.84% | 1.81% | $459.0万 | 9.0万股 | $457.9万 | 9.0万股 | 00.00% | 持仓不变 |
 皇冠控股CCK |
| 1.74% | 1.54% | $436.2万 | 3.9万股 | $390.9万 | 3.9万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.7% | 1.63% | $425.6万 | 8,505股 | $412.9万 | 8,505股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.64% | 1.82% | $410.9万 | 7,295股 | $460.6万 | 7,470股 | -175股-2.34% | 减仓 |
| C花旗集团C |
| 1.36% | 1.08% | $340.1万 | 2.4万股 | $273.0万 | 2.2万股 | +2,300股+10.45% | 加仓 |
 阿斯麦ASML |
| 1.27% | 0.9% | $317.3万 | 1,595股 | $228.5万 | 1,445股 | +150股+10.38% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.26% | 1.36% | $314.7万 | 1.9万股 | $344.9万 | 2.0万股 | -599股-3.02% | 减仓 |
 高盛GS |
| 1.21% | 1.13% | $303.4万 | 3,000股 | $286.6万 | 3,000股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 1.19% | 1.09% | $296.9万 | 1.2万股 | $276.5万 | 1.2万股 | 00.00% | 持仓不变 |
| I景顺·S&P MIDCAP MOMENTUM ETFXMMO |
| 1.18% | 1.15% | $294.3万 | 1.7万股 | $290.7万 | 1.7万股 | 00.00% | 持仓不变 |
 NUVEEN AMT FREE QLTY MUNNEA |
| 1.13% | 1.1% | $282.0万 | 24.0万股 | $277.7万 | 24.0万股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 1.02% | 0.98% | $255.7万 | 1.0万股 | $249.1万 | 1.0万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1% | 0.7% | $250.0万 | 2,084股 | $176.3万 | 1,736股 | +348股+20.05% | 加仓 |
| PProShares信托NOBL |
| 0.87% | 0.82% | $218.4万 | 3.9万股 | $206.3万 | 1.9万股 | +1.9万股+100.00% | 加仓 |
| BBANK OF AMERBAC |
| 0.83% | 0.68% | $208.5万 | 3.7万股 | $172.4万 | 3.5万股 | +2,000股+5.78% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.74% | 0.73% | $185.5万 | 1.5万股 | $185.7万 | 1.5万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.71% | 0.62% | $177.3万 | 1.4万股 | $156.6万 | 1.4万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.68% | 0.74% | $169.3万 | 1.3万股 | $186.6万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.62% | 0.6% | $153.9万 | 2,241股 | $152.9万 | 2,241股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.57% | 0.56% | $142.7万 | 4.5万股 | $142.9万 | 4.5万股 | 00.00% | 持仓不变 |
 NUVEEN PREFERRED INCOMEJPC |
| 0.53% | 0.53% | $133.0万 | 16.9万股 | $134.6万 | 16.9万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.53% | 0.32% | $132.7万 | 1,150股 | $80.4万 | 1,000股 | +150股+15.00% | 加仓 |
 沃尔玛WMT |
| 0.53% | 0.6% | $131.7万 | 1.2万股 | $152.9万 | 1.2万股 | 00.00% | 持仓不变 |
 BUNGE GLOBALBG |
| 0.51% | 0.6% | $128.7万 | 1.2万股 | $152.0万 | 1.2万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.51% | 0.51% | $127.4万 | 2,500股 | $130.0万 | 2,500股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.5% | 0.44% | $124.0万 | 1.5万股 | $110.3万 | 1.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.55% | $123.7万 | 3,500股 | $139.7万 | 3,500股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.49% | 0.46% | $121.4万 | 1.1万股 | $115.2万 | 1.1万股 | 00.00% | 持仓不变 |
| NNEOS ETF TRUSTSPYI |
| 0.46% | 0.48% | $115.5万 | 2.2万股 | $121.7万 | 2.3万股 | -930股-4.10% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.46% | — | $114.5万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| GGlobal X基金QYLD |
| 0.46% | 0.44% | $114.3万 | 6.2万股 | $112.5万 | 6.2万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.43% | 0.35% | $106.8万 | 1,450股 | $89.3万 | 1,250股 | +200股+16.00% | 加仓 |
 耐克NKE |
| 0.41% | 0.42% | $102.6万 | 2.5万股 | $105.9万 | 2.5万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.39% | 0.71% | $97.4万 | 2,645股 | $178.4万 | 4,145股 | -1,500股-36.19% | 减仓 |
 麦当劳MCD |
| 0.38% | 0.33% | $94.6万 | 3,500股 | $82.7万 | 3,000股 | +500股+16.67% | 加仓 |
 REPUBLIC SVCSRSG |
| 0.38% | 0.36% | $94.3万 | 4,425股 | $90.1万 | 4,425股 | 00.00% | 持仓不变 |
