 苹果AAPL |
| 5.75% | 5.65% | $900.5万 | 3.1万股 | $759.6万 | 3.0万股 | +1,187股+3.97% | 加仓 |
 英伟达NVDA |
| 4.17% | 4.18% | $652.8万 | 3.3万股 | $561.5万 | 3.2万股 | +429股+1.33% | 加仓 |
 亚马逊AMZN |
| 3.02% | 2.86% | $472.9万 | 2.0万股 | $384.1万 | 1.8万股 | +1,395股+7.56% | 加仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST U.S EQTGJUN |
| 2.86% | 3.18% | $448.7万 | 10.9万股 | $427.0万 | 10.8万股 | +601股+0.55% | 加仓 |
 微软MSFT |
| 2.8% | 3.09% | $438.4万 | 1.2万股 | $415.6万 | 1.1万股 | +525股+4.68% | 加仓 |
 FIRST INDL RLTY TRFR |
| 2.63% | 2.87% | $412.4万 | 6.9万股 | $386.0万 | 6.8万股 | +479股+0.70% | 加仓 |
 谷歌AGOOGL |
| 1.9% | 1.73% | $298.0万 | 8,339股 | $232.6万 | 8,088股 | +251股+3.10% | 加仓 |
 博通AVGO |
| 1.89% | 1.75% | $295.8万 | 7,831股 | $235.4万 | 7,604股 | +227股+2.99% | 加仓 |
| C花旗集团C |
| 1.87% | 1.88% | $292.8万 | 2.1万股 | $252.6万 | 2.2万股 | -1,357股-6.09% | 减仓 |
 美光科技MU |
| 1.83% | 0.81% | $286.0万 | 2,478股 | $109.0万 | 3,226股 | -748股-23.19% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.68% | 1.94% | $263.3万 | 3.2万股 | $260.3万 | 3.3万股 | -846股-2.59% | 减仓 |
| IiShares安硕信托IVV |
| 1.61% | 1.12% | $251.6万 | 3,359股 | $151.0万 | 2,311股 | +1,048股+45.35% | 加仓 |
 Meta平台META |
| 1.4% | 1.23% | $219.3万 | 3,894股 | $164.8万 | 2,880股 | +1,014股+35.21% | 加仓 |
| F第一信托交易所交易基金VIQMMY |
| 1.33% | 1.44% | $208.9万 | 7.9万股 | $194.0万 | 7.8万股 | +718股+0.92% | 加仓 |
 马拉松石油MPC |
| 1.33% | 1.76% | $208.1万 | 8,141股 | $237.1万 | 9,710股 | -1,569股-16.16% | 减仓 |
 CVS健康CVS |
| 1.29% | 0.97% | $202.0万 | 2.0万股 | $130.9万 | 1.8万股 | +1,294股+7.10% | 加仓 |
 台积电TSM |
| 1.27% | 1.07% | $199.8万 | 4,183股 | $144.1万 | 4,265股 | -82股-1.92% | 减仓 |
| FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW |
| 1.2% | 1.31% | $188.6万 | 4.3万股 | $176.3万 | 4.3万股 | +126股+0.29% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.14% | 1.17% | $178.1万 | 2.6万股 | $157.0万 | 2.7万股 | -792股-2.94% | 减仓 |
 卡特彼勒CAT |
| 1.11% | 0.7% | $174.4万 | 1,638股 | $93.5万 | 1,320股 | +318股+24.09% | 加仓 |
| IiShares安硕·S&PIVE |
| 1.09% | 1.08% | $171.5万 | 7,555股 | $144.7万 | 6,855股 | +700股+10.21% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.08% | 0.93% | $168.8万 | 4,777股 | $125.0万 | 4,359股 | +418股+9.59% | 加仓 |
| F第一信托交易所交易基金VIYSEP |
| 1.01% | 1.1% | $158.5万 | 5.8万股 | $148.1万 | 5.7万股 | +975股+1.72% | 加仓 |
| IiShares安硕信托IVW |
| 0.94% | — | $147.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| IiShares安硕信托DGRO |
| 0.89% | 0.95% | $140.0万 | 1.8万股 | $127.5万 | 1.8万股 | +294股+1.62% | 加仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.89% | 0.61% | $139.9万 | 2.3万股 | $82.3万 | 1.4万股 | +8,578股+60.92% | 加仓 |
 卡地纳健康CAH |
| 0.88% | 0.98% | $138.5万 | 5,831股 | $131.4万 | 6,218股 | -387股-6.22% | 减仓 |
 西部数据WDC |
| 0.86% | 0.45% | $135.1万 | 2,115股 | $60.9万 | 2,250股 | -135股-6.00% | 减仓 |
 应用材料AMAT |
| 0.81% | — | $127.2万 | 1,759股 | $0 | 0股 | +1,759股 | 新买入 |
 摩根大通JPM |
| 0.81% | 0.84% | $126.3万 | 3,857股 | $113.0万 | 3,843股 | +14股+0.36% | 加仓 |
 家得宝HD |
| 0.79% | 0.59% | $123.3万 | 3,495股 | $79.0万 | 2,402股 | +1,093股+45.50% | 加仓 |
 L3哈里斯LHX |
| 0.78% | 1% | $122.9万 | 4,231股 | $134.8万 | 3,905股 | +326股+8.35% | 加仓 |
 强生JNJ |
| 0.73% | 0.31% | $114.8万 | 4,520股 | $41.2万 | 1,688股 | +2,832股+167.77% | 加仓 |
 WESCO INTLWCC |
| 0.72% | 0.67% | $112.5万 | 3,257股 | $90.2万 | 3,296股 | -39股-1.18% | 减仓 |
| F第一信托交易所交易基金VIQJUN |
| 0.7% | 0.75% | $110.1万 | 3.3万股 | $100.5万 | 3.2万股 | +424股+1.32% | 加仓 |
| IiShares安硕IEMG |
| 0.7% | 0.94% | $109.1万 | 1.3万股 | $126.2万 | 1.8万股 | -4,934股-27.26% | 减仓 |
| BBAXTER INTLBAX |
| 0.7% | — | $109.0万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
 GE航空GE |
| 0.69% | 0.62% | $108.9万 | 2,913股 | $83.5万 | 2,941股 | -28股-0.95% | 减仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 0.69% | 0.77% | $108.2万 | 520股 | $103.3万 | 548股 | -28股-5.11% | 减仓 |
 德州仪器TXN |
| 0.69% | 0.53% | $107.6万 | 3,609股 | $70.8万 | 3,649股 | -40股-1.10% | 减仓 |
| WWisdomTree信托DGRW |
| 0.68% | 0.72% | $106.4万 | 1.1万股 | $97.2万 | 1.1万股 | +69股+0.62% | 加仓 |
 慧与HPEHPE |
| 0.67% | 0.52% | $105.1万 | 2.3万股 | $69.4万 | 2.9万股 | -5,842股-20.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.92% | $105.0万 | 2,099股 | $123.5万 | 2,578股 | -479股-18.58% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.67% | 1.02% | $104.7万 | 8,507股 | $136.8万 | 8,698股 | -191股-2.20% | 减仓 |
 礼来LLY |
| 0.66% | 0.57% | $104.1万 | 868股 | $76.8万 | 835股 | +33股+3.95% | 加仓 |
 思科CSCO |
| 0.65% | 0.67% | $101.3万 | 8,621股 | $89.7万 | 1.2万股 | -2,937股-25.41% | 减仓 |
 默沙东MRK |
| 0.59% | 0.49% | $92.0万 | 7,156股 | $66.4万 | 5,523股 | +1,633股+29.57% | 加仓 |
 雪佛龙CVX |
| 0.58% | 0.5% | $91.0万 | 5,488股 | $67.4万 | 3,256股 | +2,232股+68.55% | 加仓 |
 泛林集团LRCX |
| 0.57% | 0.26% | $89.6万 | 2,067股 | $35.5万 | 1,663股 | +404股+24.29% | 加仓 |
 DatadogDDOG |
| 0.56% | 0.26% | $88.3万 | 3,391股 | $35.2万 | 2,979股 | +412股+13.83% | 加仓 |
