 摩根大通JPM |
| 17.57% | 0.75% | $5.45亿 | 166.7万股 | $1,086.1万 | 126.2万股 | +40.6万股+32.14% | 加仓 |
 美光科技MU |
| 9.29% | 0.31% | $2.88亿 | 25.0万股 | $447.0万 | 24.6万股 | +3,200股+1.30% | 加仓 |
 联合健康UNH |
| 5.71% | 0.4% | $1.77亿 | 42.6万股 | $575.3万 | 43.0万股 | -3,816股-0.89% | 减仓 |
 Elevance健康ELV |
| 3.74% | 0.01% | $1.16亿 | 30.0万股 | $11.9万 | 10.0万股 | +20.0万股+199.88% | 加仓 |
 联邦快递FDX |
| 3.5% | — | $1.09亿 | 34.7万股 | $0 | 0股 | +34.7万股 | 新买入 |
 英伟达NVDA |
| 2.92% | 5.36% | $9,045.3万 | 47.8万股 | $7,726.2万 | 46.0万股 | +1.8万股+3.91% | 加仓 |
 苹果AAPL |
| 2.9% | 5.65% | $8,984.2万 | 33.3万股 | $8,136.2万 | 34.6万股 | -1.3万股-3.77% | 减仓 |
 摩根士丹利MS |
| 1.61% | 0.12% | $4,989.7万 | 23.9万股 | $180.0万 | 26.0万股 | -2.1万股-8.15% | 减仓 |
 亚马逊AMZN |
| 1.46% | 2.68% | $4,518.1万 | 18.7万股 | $3,867.0万 | 18.4万股 | +3,292股+1.79% | 加仓 |
| I景顺QQQ信托VOO |
| 1.43% | 2.53% | $4,437.0万 | 6.1万股 | $3,645.8万 | 6.2万股 | -1,208股-1.94% | 减仓 |
 微软MSFT |
| 1.07% | 2.18% | $3,308.3万 | 8.6万股 | $3,136.5万 | 8.5万股 | +1,215股+1.43% | 加仓 |
 博通AVGO |
| 0.82% | 1.46% | $2,531.7万 | 6.8万股 | $2,102.9万 | 6.7万股 | +1,278股+1.90% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.81% | 1.57% | $2,526.0万 | 3.4万股 | $2,264.6万 | 3.5万股 | -690股-2.00% | 减仓 |
 LOWES COS COMLOW |
| 0.76% | 0.13% | $2,372.0万 | 10.8万股 | $191.1万 | 10.8万股 | +132股+0.12% | 加仓 |
 特斯拉TSLA |
| 0.74% | 1.32% | $2,296.9万 | 5.4万股 | $1,907.1万 | 5.0万股 | +3,983股+7.96% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.71% | 0.1% | $2,195.3万 | 26.4万股 | $148.5万 | 35.8万股 | -9.4万股-26.16% | 减仓 |
 谷歌AGOOGL |
| 0.7% | 1.21% | $2,184.0万 | 6.0万股 | $1,745.5万 | 5.9万股 | +1,769股+3.01% | 加仓 |
 英特尔INTC |
| 0.67% | 0.12% | $2,090.2万 | 14.9万股 | $173.4万 | 12.4万股 | +2.5万股+20.07% | 加仓 |
 帕兰提尔PLTR |
| 0.64% | 1.69% | $1,980.0万 | 15.8万股 | $2,430.4万 | 16.6万股 | -8,238股-4.97% | 减仓 |
| V先锋领航指数基金VOO |
| 0.63% | 1.04% | $1,954.0万 | 2.9万股 | $1,504.5万 | 2.5万股 | +3,527股+14.12% | 加仓 |
 礼来LLY |
| 0.63% | 1.08% | $1,949.1万 | 1.6万股 | $1,559.0万 | 2.1万股 | -5,160股-24.01% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 1.04% | $1,929.6万 | 5.4万股 | $1,502.4万 | 5.1万股 | +2,971股+5.83% | 加仓 |
| BBANK OF AMERBAC |
| 0.62% | 0.38% | $1,910.2万 | 33.5万股 | $546.7万 | 32.7万股 | +8,492股+2.60% | 加仓 |
 好事达ALL |
| 0.58% | — | $1,800.5万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 AMD超威AMD |
| 0.55% | 0.44% | $1,703.6万 | 3.1万股 | $628.8万 | 3.0万股 | +1,582股+5.29% | 加仓 |
| G通用动力VTI |
| 0.5% | 0.89% | $1,541.0万 | 4.2万股 | $1,277.9万 | 4.0万股 | +2,197股+5.56% | 加仓 |
 保德信金融PRU |
| 0.48% | 0.09% | $1,502.2万 | 13.9万股 | $131.0万 | 14.2万股 | -3,164股-2.22% | 减仓 |
| IiShares安硕信托IVV |
| 0.46% | 0.57% | $1,419.0万 | 1.9万股 | $827.0万 | 1.3万股 | +6,373股+50.70% | 加仓 |
| IiShares安硕信托SGOV |
| 0.44% | 0.84% | $1,369.2万 | 13.6万股 | $1,213.5万 | 12.1万股 | +1.6万股+12.83% | 加仓 |
 Meta平台META |
| 0.43% | 0.78% | $1,337.5万 | 2.2万股 | $1,122.3万 | 1.9万股 | +2,477股+12.78% | 加仓 |
 PPG工业PPG |
| 0.4% | 0.02% | $1,232.3万 | 10.2万股 | $25.4万 | 10.1万股 | +354股+0.35% | 加仓 |
| DDEUTSCHE BK |
| 0.39% | — | $1,207.3万 | 35.5万股 | $0 | 0股 | +35.5万股 | 新买入 |
 联合包裹UPSUPS |
| 0.37% | 0.68% | $1,143.2万 | 10.4万股 | $984.0万 | 10.1万股 | +3,865股+3.85% | 加仓 |
 VisaV |
| 0.34% | 0.69% | $1,050.1万 | 3.0万股 | $1,000.9万 | 3.4万股 | -3,620股-10.80% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.33% | 0.63% | $1,038.1万 | 12.9万股 | $906.8万 | 13.2万股 | -2,879股-2.19% | 减仓 |
 CLOROX DELCLX |
| 0.31% | 0.01% | $962.1万 | 10.1万股 | $21.5万 | 10.1万股 | +163股+0.16% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.31% | 0.47% | $952.2万 | 1.9万股 | $673.6万 | 1.4万股 | +4,976股+35.35% | 加仓 |
| GGlobal X基金QYLD |
| 0.3% | 0.57% | $941.2万 | 51.4万股 | $824.0万 | 47.8万股 | +3.6万股+7.48% | 加仓 |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.3% | 0.84% | $927.3万 | 49.1万股 | $1,212.9万 | 49.6万股 | -5,119股-1.03% | 减仓 |
| AAT&TT |
| 0.29% | 0.31% | $909.7万 | 43.3万股 | $453.6万 | 60.5万股 | -17.1万股-28.35% | 减仓 |
 PALO ALTOPANW |
| 0.28% | 0.33% | $875.1万 | 2.5万股 | $470.6万 | 2.9万股 | -4,432股-15.13% | 减仓 |
 NETFLIXNFLX |
| 0.28% | 0.72% | $873.1万 | 11.8万股 | $1,037.0万 | 10.9万股 | +9,150股+8.43% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.27% | 0.63% | $842.9万 | 15.0万股 | $911.0万 | 16.1万股 | -1.1万股-6.99% | 减仓 |
 沃尔玛WMT |
| 0.27% | 0.71% | $840.8万 | 7.7万股 | $1,015.8万 | 8.1万股 | -4,179股-5.13% | 减仓 |
 万事达MA |
| 0.27% | 0.58% | $830.6万 | 1.6万股 | $838.3万 | 1.7万股 | -1,134股-6.65% | 减仓 |
| V先锋领航全球基金VGT |
| 0.26% | 0.43% | $803.7万 | 6.9万股 | $619.7万 | 8,770股 | +6.0万股+681.74% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.26% | 0.51% | $802.6万 | 11.4万股 | $739.3万 | 11.3万股 | +572股+0.50% | 加仓 |
 波音BA |
| 0.25% | 0.09% | $787.6万 | 3.6万股 | $130.8万 | 3.6万股 | +297股+0.82% | 加仓 |
 家得宝HD |
| 0.25% | 0.49% | $766.0万 | 2.2万股 | $703.8万 | 2.1万股 | +474股+2.22% | 加仓 |
| C花旗集团C |
| 0.24% | 0.42% | $745.4万 | 5.3万股 | $605.7万 | 5.3万股 | +657股+1.25% | 加仓 |
