 苹果AAPL |
| 4.84% | 4.74% | $7,803.5万 | 27.0万股 | $6,973.2万 | 27.5万股 | -5,080股-1.85% | 减仓 |
| IiShares安硕信托IBDS |
| 3.23% | 3.38% | $5,208.8万 | 215.1万股 | $4,966.7万 | 204.9万股 | +10.2万股+4.96% | 加仓 |
 英伟达NVDA |
| 2.87% | 2.7% | $4,624.6万 | 23.1万股 | $3,975.7万 | 22.8万股 | +3,162股+1.39% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 2.72% | 2.79% | $4,388.8万 | 189.5万股 | $4,108.5万 | 176.6万股 | +12.9万股+7.28% | 加仓 |
| IiShares安硕信托IBDT |
| 2.61% | 2.69% | $4,208.1万 | 166.7万股 | $3,958.0万 | 156.3万股 | +10.4万股+6.66% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 2.54% | 2.6% | $4,098.5万 | 188.0万股 | $3,822.7万 | 174.6万股 | +13.4万股+7.65% | 加仓 |
| IiShares安硕信托IBDR |
| 2.21% | 3.27% | $3,567.8万 | 147.2万股 | $4,802.6万 | 198.1万股 | -50.9万股-25.68% | 减仓 |
 微软MSFT |
| 2.17% | 2.37% | $3,491.7万 | 9.4万股 | $3,481.3万 | 9.4万股 | -441股-0.47% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 2% | 2.03% | $3,225.3万 | 88.3万股 | $2,982.3万 | 88.3万股 | -207股-0.02% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.71% | 1.68% | $2,759.1万 | 132.4万股 | $2,475.7万 | 118.3万股 | +14.1万股+11.93% | 加仓 |
 礼来LLY |
| 1.66% | 1.4% | $2,680.4万 | 2.2万股 | $2,059.7万 | 2.2万股 | -46股-0.21% | 减仓 |
| V先锋领航指数基金VOO |
| 1.65% | 1.58% | $2,656.1万 | 3.9万股 | $2,317.3万 | 3.9万股 | -106股-0.27% | 减仓 |
| S嘉信·USSCHX |
| 1.64% | 1.6% | $2,648.1万 | 90.0万股 | $2,353.0万 | 91.8万股 | -1.8万股-1.95% | 减仓 |
| G通用动力VTI |
| 1.61% | 1.54% | $2,600.9万 | 7.0万股 | $2,257.5万 | 7.0万股 | -82股-0.12% | 减仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.57% | 1.56% | $2,532.9万 | 100.6万股 | $2,288.6万 | 90.6万股 | +10.0万股+11.03% | 加仓 |
| V先锋领航全球基金VGT |
| 1.46% | 1.19% | $2,357.4万 | 19.7万股 | $1,752.0万 | 2.5万股 | +17.2万股+685.48% | 加仓 |
 亚马逊AMZN |
| 1.32% | 1.26% | $2,124.2万 | 8.9万股 | $1,850.8万 | 8.9万股 | +257股+0.29% | 加仓 |
 摩根大通JPM |
| 1.29% | 1.29% | $2,076.7万 | 6.3万股 | $1,901.5万 | 6.5万股 | -1,199股-1.85% | 减仓 |
| I景顺QQQ信托VOO |
| 1.28% | 1.11% | $2,061.9万 | 2.8万股 | $1,632.1万 | 2.8万股 | -278股-0.98% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.25% | 1.13% | $2,019.5万 | 5.7万股 | $1,665.2万 | 5.8万股 | -894股-1.54% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.22% | 1.28% | $1,970.2万 | 8.3万股 | $1,879.4万 | 8.7万股 | -4,125股-4.72% | 减仓 |
 博通AVGO |
| 1.2% | 1.16% | $1,930.4万 | 5.1万股 | $1,700.2万 | 5.5万股 | -3,830股-6.97% | 减仓 |
 谷歌AGOOGL |
| 1.09% | 0.96% | $1,760.7万 | 4.9万股 | $1,413.0万 | 4.9万股 | +131股+0.27% | 加仓 |
| I景顺·S&PSPHQ |
| 1.08% | 1% | $1,746.6万 | 19.4万股 | $1,463.0万 | 19.5万股 | -728股-0.37% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.06% | 0.8% | $1,708.4万 | 9.0万股 | $1,179.8万 | 8.9万股 | +893股+1.01% | 加仓 |
| S嘉信策略信托SCHD |
| 1.02% | 1.09% | $1,640.0万 | 51.7万股 | $1,597.2万 | 52.1万股 | -3,394股-0.65% | 减仓 |
 强生JNJ |
| 0.98% | 1.13% | $1,572.3万 | 6.2万股 | $1,665.0万 | 6.8万股 | -6,205股-9.11% | 减仓 |
| CCAPITAL INTERNATIONAL EQUITY ETFCGIE |
| 0.96% | 0.74% | $1,550.7万 | 42.6万股 | $1,094.5万 | 33.1万股 | +9.6万股+28.92% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.93% | 0.89% | $1,490.3万 | 2.0万股 | $1,310.6万 | 2.0万股 | -196股-0.97% | 减仓 |
 艾伯维ABBV |
| 0.91% | 0.79% | $1,473.0万 | 5.9万股 | $1,154.4万 | 5.3万股 | +5,455股+10.28% | 加仓 |
 百时美施贵宝BMY |
| 0.83% | 1.01% | $1,344.5万 | 23.3万股 | $1,483.6万 | 24.5万股 | -1.1万股-4.61% | 减仓 |
 家得宝HD |
| 0.81% | 0.79% | $1,307.5万 | 3.7万股 | $1,160.3万 | 3.5万股 | +1,795股+5.09% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.81% | 0.78% | $1,303.7万 | 2.5万股 | $1,146.4万 | 2.5万股 | +205股+0.83% | 加仓 |
| IiShares安硕信托IBDY |
| 0.78% | 0.07% | $1,263.0万 | 49.1万股 | $96.2万 | 3.7万股 | +45.3万股+1,218.26% | 加仓 |
 特斯拉TSLA |
| 0.78% | 0.88% | $1,252.4万 | 3.0万股 | $1,295.6万 | 3.5万股 | -5,074股-14.56% | 减仓 |
 宝洁PG |
| 0.74% | 0.77% | $1,197.8万 | 8.2万股 | $1,134.0万 | 7.9万股 | +3,171股+4.04% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 0.67% | 0.62% | $1,071.8万 | 8.6万股 | $905.4万 | 2.1万股 | +6.5万股+306.50% | 加仓 |
 希捷STX |
| 0.65% | 0.3% | $1,050.8万 | 1.1万股 | $443.1万 | 1.1万股 | -422股-3.73% | 减仓 |
 沃尔玛WMT |
| 0.65% | 0.81% | $1,049.4万 | 9.3万股 | $1,191.7万 | 9.6万股 | -3,231股-3.37% | 减仓 |
 卡特彼勒CAT |
| 0.64% | 0.48% | $1,037.3万 | 9,741股 | $700.1万 | 9,882股 | -141股-1.43% | 减仓 |
 AMGEN COMAMGN |
| 0.61% | 0.7% | $979.3万 | 2.7万股 | $1,023.5万 | 2.9万股 | -2,046股-7.03% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.58% | 0.61% | $942.1万 | 6.0万股 | $899.0万 | 6.1万股 | -1,084股-1.79% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.61% | $928.6万 | 1.9万股 | $902.5万 | 1.9万股 | -277股-1.47% | 减仓 |
| IiShares安硕信托DGRO |
| 0.56% | 0.67% | $895.5万 | 11.8万股 | $987.6万 | 14.1万股 | -2.3万股-16.04% | 减仓 |
| S嘉信策略信托SCHF |
| 0.55% | 0.52% | $892.5万 | 32.2万股 | $770.3万 | 31.1万股 | +1.1万股+3.52% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.55% | 0.62% | $888.8万 | 24.2万股 | $914.9万 | 24.2万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.55% | 0.19% | $884.7万 | 7,664股 | $282.3万 | 8,357股 | -693股-8.29% | 减仓 |
| IIBMIBM |
| 0.54% | 0.51% | $869.4万 | 3.1万股 | $752.9万 | 3.1万股 | -147股-0.47% | 减仓 |
 埃克森美孚XOM |
| 0.54% | 0.77% | $865.6万 | 6.3万股 | $1,137.1万 | 6.7万股 | -3,714股-5.54% | 减仓 |
| GGlobal X·S&P 500 CATHOLIC VALUES CUSTOM ETFCATH |
| 0.54% | 0.58% | $862.2万 | 9.7万股 | $858.8万 | 11.0万股 | -1.2万股-11.35% | 减仓 |
