 谷歌AGOOGL |
| 4.65% | 4.13% | $1.62亿 | 45.5万股 | $1.33亿 | 46.2万股 | -7,192股-1.56% | 减仓 |
 苹果AAPL |
| 4.25% | 4.42% | $1.48亿 | 51.3万股 | $1.42亿 | 56.0万股 | -4.7万股-8.39% | 减仓 |
| IiShares安硕信托IVV |
| 4.14% | 3.8% | $1.45亿 | 19.3万股 | $1.22亿 | 18.7万股 | +5,835股+3.12% | 加仓 |
 礼来LLY |
| 3.98% | 3.31% | $1.39亿 | 11.6万股 | $1.06亿 | 11.6万股 | +243股+0.21% | 加仓 |
 微软MSFT |
| 3.61% | 4.1% | $1.26亿 | 33.8万股 | $1.32亿 | 35.6万股 | -1.8万股-5.05% | 减仓 |
 摩根大通JPM |
| 3.21% | 3.17% | $1.12亿 | 34.2万股 | $1.02亿 | 34.6万股 | -4,007股-1.16% | 减仓 |
 博通AVGO |
| 3.03% | 2.72% | $1.06亿 | 28.0万股 | $8,740.8万 | 28.2万股 | -2,164股-0.77% | 减仓 |
 阿斯麦ASML |
| 2.86% | 2.11% | $9,993.8万 | 5.0万股 | $6,771.2万 | 5.1万股 | -1,031股-2.01% | 减仓 |
 英伟达NVDA |
| 2.76% | 2.38% | $9,628.9万 | 48.1万股 | $7,637.0万 | 43.8万股 | +4.3万股+9.89% | 加仓 |
 STOCK YDS BANCORPSYBT |
| 2.75% | 2.72% | $9,597.4万 | 125.5万股 | $8,741.3万 | 131.9万股 | -6.4万股-4.82% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 2.6% | 2.56% | $9,079.5万 | 87.4万股 | $8,230.3万 | 84.7万股 | +2.7万股+3.15% | 加仓 |
 亚马逊AMZN |
| 2.59% | 2.49% | $9,055.0万 | 38.0万股 | $7,999.0万 | 38.4万股 | -4,149股-1.08% | 减仓 |
 PALO ALTOPANW |
| 2.04% | 1.06% | $7,120.1万 | 20.9万股 | $3,398.0万 | 21.2万股 | -3,162股-1.49% | 减仓 |
 VisaV |
| 1.96% | 1.96% | $6,847.4万 | 20.0万股 | $6,311.9万 | 20.9万股 | -9,258股-4.43% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.85% | 1.67% | $6,472.3万 | 58.7万股 | $5,382.9万 | 55.4万股 | +3.3万股+5.97% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.74% | 1.53% | $6,072.9万 | 20.2万股 | $4,925.2万 | 19.9万股 | +3,529股+1.78% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.52% | 1.82% | $5,316.9万 | 7.1万股 | $5,861.4万 | 9.0万股 | -1.9万股-21.00% | 减仓 |
| N新纪元能源NEE |
| 1.49% | 1.55% | $5,218.6万 | 59.5万股 | $4,993.5万 | 53.8万股 | +5.7万股+10.59% | 加仓 |
 QUANTA SVCSPWR |
| 1.37% | 1.22% | $4,780.8万 | 6.6万股 | $3,924.0万 | 7.1万股 | -5,076股-7.10% | 减仓 |
 EMCOREME |
| 1.35% | 1.43% | $4,729.4万 | 5.7万股 | $4,588.0万 | 6.2万股 | -5,153股-8.29% | 减仓 |
 好市多COST |
| 1.35% | 1.56% | $4,715.8万 | 5.0万股 | $5,029.1万 | 5.0万股 | -60股-0.12% | 减仓 |
 ExpediaEXPE |
| 1.32% | 1.3% | $4,609.2万 | 18.0万股 | $4,163.5万 | 18.0万股 | -191股-0.11% | 减仓 |
| IiShares安硕信托ICSH |
| 1.29% | 1.43% | $4,507.7万 | 89.0万股 | $4,592.3万 | 90.7万股 | -1.7万股-1.84% | 减仓 |
 甲骨文ORCL |
| 1.16% | 1.27% | $4,066.3万 | 27.7万股 | $4,093.6万 | 27.8万股 | -796股-0.29% | 减仓 |
 Meta平台META |
| 1.12% | 1.07% | $3,915.0万 | 7.0万股 | $3,446.9万 | 6.0万股 | +9,256股+15.36% | 加仓 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 1.07% | 1.18% | $3,752.0万 | 138.7万股 | $3,807.0万 | 132.6万股 | +6.1万股+4.60% | 加仓 |
 WASTE MGMT DELWM |
| 1.05% | 1.18% | $3,667.9万 | 16.5万股 | $3,781.7万 | 16.5万股 | -4股-0.00% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.02% | 0.79% | $3,574.6万 | 19.8万股 | $2,531.9万 | 15.3万股 | +4.4万股+29.03% | 加仓 |
 家得宝HD |
| 0.99% | 1.1% | $3,470.7万 | 9.8万股 | $3,549.6万 | 10.8万股 | -9,519股-8.82% | 减仓 |
 林德LIN |
| 0.92% | 0.98% | $3,213.7万 | 6.2万股 | $3,137.6万 | 6.3万股 | -1,360股-2.15% | 减仓 |
 埃克森美孚XOM |
| 0.91% | 1.24% | $3,177.8万 | 23.2万股 | $3,972.3万 | 23.4万股 | -1,700股-0.73% | 减仓 |
 贝莱德·INC COMBLK |
| 0.88% | 1.03% | $3,067.0万 | 3.2万股 | $3,298.9万 | 3.4万股 | -2,406股-7.01% | 减仓 |
 雪佛龙CVX |
| 0.77% | 1.2% | $2,688.1万 | 16.2万股 | $3,867.9万 | 18.7万股 | -2.5万股-13.25% | 减仓 |
 CHURCHILL DOWNSCHDN |
| 0.73% | 0.82% | $2,548.5万 | 28.4万股 | $2,651.4万 | 29.5万股 | -1.1万股-3.68% | 减仓 |
 联合健康UNH |
| 0.69% | 0.51% | $2,403.8万 | 5.8万股 | $1,628.7万 | 6.0万股 | -2,357股-3.92% | 减仓 |
 强生JNJ |
| 0.69% | 0.81% | $2,398.8万 | 9.4万股 | $2,596.1万 | 10.6万股 | -1.2万股-11.07% | 减仓 |
 宝洁PG |
| 0.67% | 0.72% | $2,345.5万 | 16.0万股 | $2,322.9万 | 16.1万股 | -873股-0.54% | 减仓 |
 EquinixEQIX |
| 0.67% | 0.69% | $2,338.6万 | 2.2万股 | $2,215.5万 | 2.3万股 | -167股-0.74% | 减仓 |
 切尼尔能源LNG |
| 0.65% | 0.62% | $2,273.7万 | 9.5万股 | $1,996.0万 | 7.0万股 | +2.5万股+35.24% | 加仓 |
| AAvantis·U SAVUV |
| 0.65% | 0.63% | $2,259.8万 | 18.1万股 | $2,012.7万 | 18.2万股 | -1,064股-0.58% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.63% | 0.55% | $2,201.0万 | 6.2万股 | $1,768.9万 | 6.2万股 | +630股+1.02% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.62% | 0.65% | $2,171.7万 | 29股 | $2,082.6万 | 29股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.61% | 0.55% | $2,141.5万 | 21.6万股 | $1,782.2万 | 17.0万股 | +4.5万股+26.53% | 加仓 |
 史赛克SYK |
| 0.61% | 0.41% | $2,130.8万 | 6.8万股 | $1,323.8万 | 4.0万股 | +2.7万股+68.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.54% | 0.56% | $1,900.4万 | 3.8万股 | $1,802.6万 | 3.8万股 | +361股+0.96% | 加仓 |
| IiShares安硕信托EEM |
| 0.53% | 0.45% | $1,862.9万 | 27.2万股 | $1,448.4万 | 25.5万股 | +1.7万股+6.77% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.53% | 0.46% | $1,844.6万 | 15.6万股 | $1,464.6万 | 13.1万股 | +2.4万股+18.61% | 加仓 |
 可口可乐KO |
| 0.51% | 0.53% | $1,767.5万 | 21.7万股 | $1,700.7万 | 22.4万股 | -6,143股-2.75% | 减仓 |
 卡特彼勒CAT |
| 0.5% | 0.38% | $1,746.4万 | 1.6万股 | $1,222.0万 | 1.7万股 | -849股-4.92% | 减仓 |
 斯伦贝谢SLB |
| 0.47% | 0.58% | $1,630.5万 | 35.1万股 | $1,849.7万 | 36.0万股 | -9,204股-2.56% | 减仓 |
