 苹果AAPL |
| 11.02% | 10.73% | $6,017.2万 | 20.8万股 | $5,327.0万 | 21.0万股 | -1,949股-0.93% | 减仓 |
| IiShares安硕信托IVV |
| 5.5% | 5.03% | $3,001.0万 | 4.0万股 | $2,498.1万 | 3.8万股 | +1,988股+5.22% | 加仓 |
 谷歌AGOOGL |
| 3.13% | 2.76% | $1,710.4万 | 4.8万股 | $1,371.1万 | 4.8万股 | +181股+0.38% | 加仓 |
| IiShares安硕信托DGRO |
| 2.82% | 3% | $1,537.0万 | 20.3万股 | $1,489.7万 | 21.2万股 | -9,468股-4.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.64% | 2.8% | $1,442.2万 | 2.9万股 | $1,388.6万 | 2.9万股 | -156股-0.54% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.3% | 2.16% | $1,255.2万 | 3.6万股 | $1,071.1万 | 3.7万股 | -1,814股-4.86% | 减仓 |
 亚马逊AMZN |
| 2.03% | 1.94% | $1,108.4万 | 4.7万股 | $961.3万 | 4.6万股 | +348股+0.75% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.85% | 2.1% | $1,008.0万 | 6.4万股 | $1,043.1万 | 7.0万股 | -6,648股-9.44% | 减仓 |
 万事达MA |
| 1.69% | 1.83% | $920.1万 | 1.8万股 | $910.3万 | 1.8万股 | -304股-1.67% | 减仓 |
| V先锋领航指数基金VTV |
| 1.67% | 1.68% | $913.8万 | 4.2万股 | $833.0万 | 4.2万股 | -527股-1.24% | 减仓 |
 微软MSFT |
| 1.53% | 1.65% | $835.7万 | 2.2万股 | $821.7万 | 2.2万股 | +205股+0.92% | 加仓 |
| IiShares安硕·COREIJR |
| 1.41% | 1.38% | $772.1万 | 5.2万股 | $684.2万 | 5.5万股 | -2,978股-5.41% | 减仓 |
 Meta平台META |
| 1.31% | 1.44% | $713.7万 | 1.3万股 | $713.8万 | 1.2万股 | +194股+1.55% | 加仓 |
| AAMPLIFY ETF TRDIVO |
| 1.28% | 0.86% | $697.8万 | 15.8万股 | $428.0万 | 9.5万股 | +6.2万股+65.39% | 加仓 |
 埃克森美孚XOM |
| 1.22% | 1.67% | $666.4万 | 4.9万股 | $831.7万 | 4.9万股 | -276股-0.56% | 减仓 |
| I景顺QQQ信托VOO |
| 1.13% | 0.91% | $618.6万 | 8,400股 | $450.4万 | 7,803股 | +597股+7.65% | 加仓 |
| IiShares安硕信托AGG |
| 1.05% | 1.28% | $573.1万 | 5.8万股 | $634.4万 | 6.4万股 | -6,007股-9.40% | 减仓 |
| J摩根大通交易所交易基金JBND |
| 1.01% | 0.93% | $552.7万 | 10.3万股 | $460.3万 | 8.5万股 | +1.9万股+22.05% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.93% | 0.7% | $508.5万 | 1.8万股 | $345.3万 | 1.7万股 | +1,210股+7.29% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.93% | 0.99% | $507.7万 | 9.0万股 | $493.2万 | 8.7万股 | +2,884股+3.31% | 加仓 |
 HCA医疗HCA |
| 0.91% | 0.65% | $496.7万 | 1.3万股 | $321.6万 | 6,796股 | +5,945股+87.48% | 加仓 |
 沃尔玛WMT |
| 0.9% | 1.08% | $492.1万 | 4.3万股 | $535.7万 | 4.3万股 | +341股+0.79% | 加仓 |
| IiShares安硕信托IXUS |
| 0.89% | 0.99% | $488.3万 | 5.1万股 | $489.6万 | 5.7万股 | -5,347股-9.46% | 减仓 |
 摩根大通JPM |
| 0.89% | 0.9% | $487.8万 | 1.5万股 | $446.7万 | 1.5万股 | -283股-1.86% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.89% | 0.96% | $485.9万 | 9.6万股 | $478.9万 | 9.6万股 | +82股+0.09% | 加仓 |
 好市多COST |
| 0.82% | 0.94% | $448.6万 | 4,795股 | $468.2万 | 4,699股 | +96股+2.04% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.81% | 0.62% | $443.2万 | 5.5万股 | $306.6万 | 4.5万股 | +9,767股+21.75% | 加仓 |
| J摩根大通交易所交易基金JGRO |
| 0.8% | 0.74% | $438.5万 | 4.4万股 | $365.3万 | 4.3万股 | +1,264股+2.93% | 加仓 |
 英伟达NVDA |
| 0.77% | 0.73% | $420.6万 | 2.1万股 | $361.8万 | 2.1万股 | +273股+1.32% | 加仓 |
| VVanEck ETF信托GDX |
| 0.75% | 1% | $407.1万 | 5.4万股 | $498.4万 | 5.4万股 | -348股-0.64% | 减仓 |
 强生JNJ |
| 0.74% | 0.77% | $402.6万 | 1.6万股 | $383.8万 | 1.6万股 | +150股+0.96% | 加仓 |
| J摩根大通交易所交易基金JPIE |
| 0.73% | 0.8% | $401.2万 | 8.7万股 | $396.2万 | 8.6万股 | +1,123股+1.31% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.71% | 0.7% | $385.2万 | 1.6万股 | $347.6万 | 1.6万股 | +113股+0.70% | 加仓 |
 礼来LLY |
| 0.69% | 0.47% | $375.7万 | 3,133股 | $231.5万 | 2,517股 | +616股+24.47% | 加仓 |
| F富达·ENHANCED LARGE CAP CORE ETFFBCV |
| 0.66% | 0.65% | $358.8万 | 8.6万股 | $324.1万 | 8.9万股 | -3,691股-4.13% | 减仓 |
 QUANTA SVCSPWR |
| 0.64% | 0.54% | $352.0万 | 4,889股 | $268.4万 | 4,889股 | 00.00% | 持仓不变 |
| SSPDR道富指数基金SPDW |
| 0.61% | 0.61% | $335.1万 | 6.7万股 | $303.3万 | 6.6万股 | +58股+0.09% | 加仓 |
 可口可乐KO |
| 0.59% | 0.61% | $323.3万 | 4.0万股 | $302.5万 | 4.0万股 | +2股+0.01% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.58% | 0.57% | $315.3万 | 5.1万股 | $284.7万 | 5.1万股 | +31股+0.06% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.54% | $311.5万 | 4,171股 | $270.4万 | 4,158股 | +13股+0.31% | 加仓 |
| F富达·GREENWOOD STREET TRFYEE |
| 0.55% | 0.57% | $300.8万 | 10.4万股 | $282.8万 | 10.4万股 | -87股-0.08% | 减仓 |
 VisaV |
| 0.55% | 0.55% | $300.5万 | 8,758股 | $275.3万 | 9,108股 | -350股-3.84% | 减仓 |
| IiShares安硕信托SHV |
| 0.52% | 0.67% | $286.4万 | 2.6万股 | $334.1万 | 3.0万股 | -4,317股-14.26% | 减仓 |
| IiShares安硕IEMG |
| 0.52% | 0.5% | $284.1万 | 3.4万股 | $249.7万 | 3.6万股 | -1,492股-4.17% | 减仓 |
 高盛GS |
| 0.52% | 0.47% | $281.7万 | 2,785股 | $235.6万 | 2,785股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.5% | 0.57% | $274.0万 | 1.4万股 | $281.5万 | 1.5万股 | -152股-1.04% | 减仓 |
 Phillips 66PSX |
| 0.5% | 0.59% | $270.3万 | 1.6万股 | $294.9万 | 1.6万股 | -198股-1.22% | 减仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.49% | 0.88% | $269.3万 | 5.7万股 | $435.0万 | 9.2万股 | -3.5万股-37.93% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 0.49% | 0.5% | $269.0万 | 3.3万股 | $247.5万 | 3.3万股 | -70股-0.21% | 减仓 |
 博通AVGO |
| 0.49% | 0.44% | $269.0万 | 7,120股 | $220.0万 | 7,109股 | +11股+0.15% | 加仓 |
