 微软MSFT |
| 6.25% | 6.62% | $1.12亿 | 30.1万股 | $1.05亿 | 28.3万股 | +1.8万股+6.28% | 加仓 |
 英伟达NVDA |
| 5.7% | 5.29% | $1.03亿 | 51.2万股 | $8,380.1万 | 48.1万股 | +3.2万股+6.62% | 加仓 |
 苹果AAPL |
| 4.39% | 4.63% | $7,891.5万 | 27.3万股 | $7,336.5万 | 28.9万股 | -1.6万股-5.66% | 减仓 |
| V先锋领航·TOTALBND |
| 3.56% | 3.8% | $6,393.9万 | 87.1万股 | $6,022.4万 | 81.8万股 | +5.3万股+6.50% | 加仓 |
 亚马逊AMZN |
| 2.27% | 2.31% | $4,074.0万 | 17.1万股 | $3,664.3万 | 17.6万股 | -5,007股-2.85% | 减仓 |
| IiShares安硕信托IVV |
| 1.93% | 1.96% | $3,466.0万 | 4.6万股 | $3,113.2万 | 4.8万股 | -1,379股-2.89% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.89% | 3.2% | $3,401.0万 | 4.6万股 | $5,072.9万 | 7.8万股 | -3.2万股-41.61% | 减仓 |
 谷歌AGOOGL |
| 1.6% | 1.42% | $2,872.5万 | 8.0万股 | $2,254.6万 | 7.8万股 | +1,975股+2.52% | 加仓 |
| S嘉信策略信托SCHF |
| 1.49% | 1.36% | $2,670.1万 | 96.4万股 | $2,159.4万 | 87.2万股 | +9.1万股+10.48% | 加仓 |
| IiShares安硕·COREIJH |
| 1.29% | 1.29% | $2,312.2万 | 30.0万股 | $2,038.5万 | 30.2万股 | -2,009股-0.67% | 减仓 |
 美光科技MU |
| 1.2% | 0.11% | $2,159.7万 | 1.9万股 | $177.8万 | 5,261股 | +1.3万股+255.65% | 加仓 |
 Meta平台META |
| 1.06% | 1.18% | $1,900.3万 | 3.4万股 | $1,874.0万 | 3.3万股 | +981股+2.99% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.05% | 1.21% | $1,893.9万 | 37.5万股 | $1,925.7万 | 38.0万股 | -5,973股-1.57% | 减仓 |
 特斯拉TSLA |
| 1% | 1.02% | $1,797.7万 | 4.3万股 | $1,624.0万 | 4.4万股 | -943股-2.16% | 减仓 |
| MMFS ACTIVEMFSI |
| 0.93% | 0.88% | $1,669.5万 | 51.4万股 | $1,401.2万 | 47.1万股 | +4.3万股+9.02% | 加仓 |
| G通用动力VTI |
| 0.91% | 0.42% | $1,642.5万 | 4.4万股 | $660.6万 | 2.1万股 | +2.4万股+115.57% | 加仓 |
 应用材料AMAT |
| 0.9% | 0.47% | $1,620.6万 | 2.2万股 | $746.3万 | 2.2万股 | +580股+2.66% | 加仓 |
| I景顺QQQ信托VOO |
| 0.88% | 0.82% | $1,590.2万 | 2.2万股 | $1,302.5万 | 2.3万股 | -973股-4.31% | 减仓 |
| V先锋领航指数基金VOO |
| 0.88% | 0.73% | $1,585.6万 | 2.3万股 | $1,154.1万 | 1.9万股 | +3,774股+19.54% | 加仓 |
 博通AVGO |
| 0.77% | 0.62% | $1,377.7万 | 3.6万股 | $977.3万 | 3.2万股 | +4,893股+15.50% | 加仓 |
 联合健康UNH |
| 0.73% | 0.52% | $1,315.6万 | 3.2万股 | $818.1万 | 3.0万股 | +1,422股+4.70% | 加仓 |
 PAYCHEX COMPAYX |
| 0.71% | 0.72% | $1,277.9万 | 13.0万股 | $1,143.8万 | 12.4万股 | +5,795股+4.67% | 加仓 |
 强生JNJ |
| 0.71% | 0.75% | $1,269.6万 | 5.0万股 | $1,181.3万 | 4.8万股 | +1,662股+3.44% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.7% | 0.62% | $1,253.7万 | 3.5万股 | $989.2万 | 3.4万股 | +998股+2.89% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.68% | 0.67% | $1,221.5万 | 20.5万股 | $1,067.0万 | 19.7万股 | +7,239股+3.67% | 加仓 |
 REALTY INCOME COMO |
| 0.66% | 0.69% | $1,194.2万 | 19.3万股 | $1,085.9万 | 17.7万股 | +1.5万股+8.58% | 加仓 |
 雪佛龙CVX |
| 0.66% | 1% | $1,191.3万 | 7.2万股 | $1,580.6万 | 7.6万股 | -4,525股-5.92% | 减仓 |
 摩根大通JPM |
| 0.66% | 0.61% | $1,180.1万 | 3.6万股 | $959.6万 | 3.3万股 | +3,432股+10.52% | 加仓 |
| C花旗集团C |
| 0.64% | 0.55% | $1,142.1万 | 8.2万股 | $877.6万 | 7.7万股 | +4,222股+5.46% | 加仓 |
| IInnovator ETF信托ZSEP |
| 0.63% | 0.02% | $1,139.2万 | 41.3万股 | $26.2万 | 9,821股 | +40.4万股+4,108.95% | 加仓 |
 美国电力AEP |
| 0.62% | 0.63% | $1,118.0万 | 8.2万股 | $1,004.8万 | 7.7万股 | +5,062股+6.60% | 加仓 |
 台积电TSM |
| 0.61% | 0.46% | $1,104.5万 | 2.3万股 | $722.9万 | 2.1万股 | +1,736股+8.12% | 加仓 |
 安桥ENB |
| 0.6% | 0.66% | $1,082.5万 | 20.0万股 | $1,040.7万 | 19.2万股 | +7,446股+3.87% | 加仓 |
 GE VernovaGEV |
| 0.6% | 0.46% | $1,078.8万 | 9,182股 | $736.7万 | 8,440股 | +742股+8.79% | 加仓 |
 AMGEN COMAMGN |
| 0.59% | 0.6% | $1,056.4万 | 2.9万股 | $958.9万 | 2.7万股 | +1,920股+7.05% | 加仓 |
 可口可乐KO |
| 0.58% | 0.58% | $1,047.9万 | 12.9万股 | $917.3万 | 12.1万股 | +8,319股+6.90% | 加仓 |
| IiShares安硕·COREIJR |
| 0.58% | 0.56% | $1,040.2万 | 7.0万股 | $880.0万 | 7.1万股 | -659股-0.93% | 减仓 |
 洛克希德马丁LMT |
| 0.58% | 0.75% | $1,038.8万 | 2.0万股 | $1,187.6万 | 2.0万股 | +740股+3.77% | 加仓 |
 美敦力MDT |
| 0.58% | 0.68% | $1,037.7万 | 13.3万股 | $1,079.1万 | 12.5万股 | +8,114股+6.52% | 加仓 |
| IiShares安硕信托IVW |
| 0.57% | 0.52% | $1,032.3万 | 7.5万股 | $828.1万 | 7.3万股 | +1,843股+2.52% | 加仓 |
 卡特彼勒CAT |
| 0.56% | 0.41% | $1,000.1万 | 9,392股 | $645.2万 | 9,107股 | +285股+3.13% | 加仓 |
 HERSHEY COMHSY |
| 0.54% | 0.63% | $973.5万 | 5.5万股 | $1,001.3万 | 4.8万股 | +7,318股+15.19% | 加仓 |
| R力拓BBP |
| 0.54% | 0.57% | $972.3万 | 10.2万股 | $903.4万 | 9.7万股 | +5,594股+5.78% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.53% | 0.58% | $959.5万 | 5.9万股 | $925.8万 | 5.4万股 | +5,017股+9.35% | 加仓 |
 百事可乐PEP |
| 0.53% | 0.65% | $958.7万 | 7.1万股 | $1,030.2万 | 6.6万股 | +4,464股+6.73% | 加仓 |
| EEquity ResidentialVMRK |
| 0.52% | 0.49% | $942.8万 | 13.9万股 | $769.5万 | 13.0万股 | +8,697股+6.69% | 加仓 |
 宝洁PG |
| 0.52% | 0.56% | $939.1万 | 6.4万股 | $894.4万 | 6.2万股 | +2,117股+3.42% | 加仓 |
 EntergyETR |
| 0.52% | 0.69% | $929.7万 | 8.1万股 | $1,096.2万 | 9.8万股 | -1.7万股-17.03% | 减仓 |
 艾伯维ABBV |
| 0.52% | 0.46% | $927.9万 | 3.7万股 | $732.3万 | 3.4万股 | +3,206股+9.52% | 加仓 |
 阿斯麦ASML |
| 0.49% | 0.35% | $888.6万 | 4,466股 | $562.5万 | 4,259股 | +207股+4.86% | 加仓 |
