| S嘉信·USSCHX |
| 5.16% | 5.15% | $5,650.9万 | 192.0万股 | $4,953.0万 | 193.2万股 | -1.2万股-0.60% | 减仓 |
 英伟达NVDA |
| 4.83% | 4.73% | $5,289.9万 | 26.4万股 | $4,551.6万 | 26.1万股 | +3,390股+1.30% | 加仓 |
 苹果AAPL |
| 4.1% | 4.24% | $4,490.4万 | 15.5万股 | $4,075.1万 | 16.1万股 | -5,385股-3.35% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.09% | 1.78% | $4,479.2万 | 10.4万股 | $1,714.4万 | 10.4万股 | -638股-0.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.84% | 4.17% | $4,202.2万 | 8.4万股 | $4,005.3万 | 8.4万股 | +395股+0.47% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.71% | 3.56% | $4,061.8万 | 11.5万股 | $3,427.8万 | 11.9万股 | -4,537股-3.80% | 减仓 |
| TThe 2023 ETF Ser TR Eagle Cap Select Equity ETFEAGL |
| 3.53% | 3.58% | $3,867.1万 | 120.2万股 | $3,438.2万 | 113.0万股 | +7.2万股+6.36% | 加仓 |
 亚马逊AMZN |
| 2.92% | 2.87% | $3,203.2万 | 13.4万股 | $2,763.2万 | 13.3万股 | +1,724股+1.30% | 加仓 |
 摩根大通JPM |
| 2.51% | 2.54% | $2,753.3万 | 8.4万股 | $2,444.0万 | 8.3万股 | +1,029股+1.24% | 加仓 |
 微软MSFT |
| 2.47% | 2.71% | $2,707.5万 | 7.3万股 | $2,603.8万 | 7.0万股 | +2,243股+3.19% | 加仓 |
| V先锋领航指数基金VOO |
| 2.4% | 2.23% | $2,629.8万 | 3.8万股 | $2,148.3万 | 3.6万股 | +2,338股+6.50% | 加仓 |
 沃尔玛WMT |
| 1.67% | 2.04% | $1,827.1万 | 16.1万股 | $1,964.9万 | 15.8万股 | +3,218股+2.04% | 加仓 |
| IiShares安硕信托IVV |
| 1.56% | 1.53% | $1,712.7万 | 2.3万股 | $1,469.3万 | 2.2万股 | +376股+1.67% | 加仓 |
 VisaV |
| 1.5% | 1.51% | $1,642.9万 | 4.8万股 | $1,448.4万 | 4.8万股 | -38股-0.08% | 减仓 |
| J摩根大通交易所交易基金JMST |
| 1.44% | 0.93% | $1,581.9万 | 31.0万股 | $893.2万 | 17.5万股 | +13.5万股+77.05% | 加仓 |
 好市多COST |
| 1.43% | 1.74% | $1,567.4万 | 1.7万股 | $1,670.5万 | 1.7万股 | -10股-0.06% | 减仓 |
 默沙东MRK |
| 1.37% | 1.43% | $1,505.7万 | 11.7万股 | $1,379.7万 | 11.5万股 | +2,472股+2.16% | 加仓 |
 Meta平台META |
| 1.37% | 1.54% | $1,498.7万 | 2.7万股 | $1,480.0万 | 2.6万股 | +738股+2.85% | 加仓 |
 博通AVGO |
| 1.34% | 1.19% | $1,469.8万 | 3.9万股 | $1,144.9万 | 3.7万股 | +1,920股+5.19% | 加仓 |
 阿斯麦ASML |
| 1.32% | 0.94% | $1,444.9万 | 7,263股 | $905.8万 | 6,858股 | +405股+5.91% | 加仓 |
| I景顺QQQ信托VOO |
| 1.28% | 1.12% | $1,402.0万 | 1.9万股 | $1,078.3万 | 1.9万股 | +357股+1.91% | 加仓 |
| B巴里克黄金GOLD |
| 1.21% | 0.52% | $1,323.0万 | 36.0万股 | $504.8万 | 12.4万股 | +23.6万股+191.08% | 加仓 |
 TransDigmTDG |
| 1.14% | 1.1% | $1,244.0万 | 9,339股 | $1,056.3万 | 9,114股 | +225股+2.47% | 加仓 |
 台积电TSM |
| 1.13% | 0.47% | $1,239.6万 | 2.6万股 | $455.2万 | 1.3万股 | +1.2万股+92.69% | 加仓 |
 AMGEN COMAMGN |
| 1.13% | 1.23% | $1,235.2万 | 3.4万股 | $1,183.0万 | 3.4万股 | +489股+1.45% | 加仓 |
 雪佛龙CVX |
| 1.12% | 1.53% | $1,226.8万 | 7.4万股 | $1,472.1万 | 7.1万股 | +2,864股+4.03% | 加仓 |
 艾伯维ABBV |
| 1.11% | 1.08% | $1,218.3万 | 4.8万股 | $1,041.9万 | 4.8万股 | +506股+1.06% | 加仓 |
 家得宝HD |
| 1.06% | 1.11% | $1,162.5万 | 3.3万股 | $1,064.0万 | 3.2万股 | +609股+1.88% | 加仓 |
 汽车地带AZO |
| 1.05% | 1.31% | $1,153.8万 | 3,610股 | $1,257.9万 | 3,724股 | -114股-3.06% | 减仓 |
 CINTAS COMCTAS |
| 1.02% | — | $1,122.1万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| Q高通QCOM |
| 0.98% | 0.77% | $1,073.4万 | 5.8万股 | $736.6万 | 5.7万股 | +888股+1.55% | 加仓 |
 WASTE MGMT DELWM |
| 0.89% | 1.03% | $973.5万 | 4.4万股 | $987.0万 | 4.3万股 | +729股+1.70% | 加仓 |
 谷歌AGOOGL |
| 0.89% | 0.79% | $973.4万 | 2.7万股 | $755.2万 | 2.6万股 | +976股+3.72% | 加仓 |
 联合健康UNH |
| 0.87% | 0.63% | $954.6万 | 2.3万股 | $610.4万 | 2.3万股 | +407股+1.80% | 加仓 |
 黑石集团BX |
| 0.83% | 0.93% | $911.0万 | 7.7万股 | $893.0万 | 7.8万股 | -244股-0.31% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.79% | 0.77% | $864.9万 | 29.9万股 | $744.2万 | 29.7万股 | +2,141股+0.72% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.75% | 0.16% | $816.9万 | 8.9万股 | $149.8万 | 1.6万股 | +7.2万股+446.54% | 加仓 |
 洛克希德马丁LMT |
| 0.72% | 0.95% | $789.1万 | 1.5万股 | $914.1万 | 1.5万股 | +366股+2.42% | 加仓 |
 新思科技SNPS |
| 0.71% | 0.71% | $781.1万 | 1.8万股 | $681.6万 | 1.7万股 | +318股+1.85% | 加仓 |
 杜克能源DUK |
| 0.71% | 0.79% | $773.6万 | 6.1万股 | $755.5万 | 5.8万股 | +3,424股+5.93% | 加仓 |
 宝洁PG |
| 0.69% | 0.79% | $753.7万 | 5.1万股 | $757.2万 | 5.2万股 | -1,025股-1.96% | 减仓 |
 强生JNJ |
| 0.68% | 1.67% | $741.9万 | 2.9万股 | $1,604.9万 | 6.6万股 | -3.6万股-55.51% | 减仓 |
 PALO ALTOPANW |
| 0.66% | 0.34% | $726.9万 | 2.1万股 | $325.4万 | 2.0万股 | +1,018股+5.02% | 加仓 |
 康菲石油COP |
| 0.64% | 0.1% | $705.6万 | 6.8万股 | $98.0万 | 7,427股 | +6.0万股+813.90% | 加仓 |
| SSPDR黄金信托GLD |
| 0.6% | 0.76% | $655.9万 | 1.8万股 | $730.0万 | 1.7万股 | +841股+4.96% | 加仓 |
| S嘉信策略信托SCHD |
| 0.56% | 0.59% | $611.8万 | 19.3万股 | $572.1万 | 18.6万股 | +6,453股+3.46% | 加仓 |
 LENNAR CORP CLASS BLEN |
| 0.54% | 0.57% | $594.1万 | 6.7万股 | $545.5万 | 6.5万股 | +2,123股+3.27% | 加仓 |
 百事可乐PEP |
| 0.54% | 0.66% | $588.5万 | 4.3万股 | $635.4万 | 4.1万股 | +2,548股+6.23% | 加仓 |
 威瑞森VZ |
| 0.51% | 0.68% | $558.3万 | 13.2万股 | $649.3万 | 12.9万股 | +2,519股+1.95% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.47% | $506.0万 | 6,776股 | $449.7万 | 6,915股 | -139股-2.01% | 减仓 |
