 百时美施贵宝BMY |
| 10.7% | 11.89% | $1,192.6万 | 20.7万股 | $1,160.2万 | 19.1万股 | +1.6万股+8.20% | 加仓 |
 英伟达NVDA |
| 5.2% | 4.56% | $579.5万 | 2.9万股 | $444.6万 | 2.5万股 | +3,471股+13.62% | 加仓 |
 微软MSFT |
| 3.57% | 4.18% | $398.0万 | 1.1万股 | $408.1万 | 1.1万股 | -355股-3.22% | 减仓 |
 苹果AAPL |
| 2.75% | 2.73% | $307.0万 | 1.1万股 | $266.1万 | 1.0万股 | +126股+1.20% | 加仓 |
 ADOBE COMADBE |
| 2.45% | 3.15% | $273.1万 | 1.3万股 | $307.3万 | 1.3万股 | +680股+5.38% | 加仓 |
 AFLAC COMAFL |
| 2.45% | 2.62% | $272.7万 | 2.3万股 | $255.2万 | 2.3万股 | 00.00% | 持仓不变 |
 CROWN CASTLE COMCCI |
| 1.96% | 2.47% | $218.5万 | 2.9万股 | $241.3万 | 3.0万股 | -821股-2.77% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.78% | 2.12% | $198.2万 | 5.4万股 | $206.9万 | 5.5万股 | -748股-1.37% | 减仓 |
 耐克NKE |
| 1.77% | 2.06% | $197.7万 | 4.8万股 | $201.2万 | 3.8万股 | +1.0万股+26.44% | 加仓 |
 FIRST TR ENHANCED EQUITY COMFFA |
| 1.65% | 1.83% | $183.9万 | 8.0万股 | $178.9万 | 8.2万股 | -2,785股-3.38% | 减仓 |
 Meta平台META |
| 1.62% | 1.6% | $180.6万 | 3,206股 | $155.7万 | 2,721股 | +485股+17.82% | 加仓 |
| F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC |
| 1.54% | 1.98% | $171.4万 | 6.3万股 | $193.5万 | 6.7万股 | -4,032股-5.98% | 减仓 |
 亚马逊AMZN |
| 1.52% | 1.59% | $169.2万 | 7,098股 | $155.4万 | 7,462股 | -364股-4.88% | 减仓 |
 联合健康UNH |
| 1.46% | 1.59% | $163.0万 | 3,921股 | $154.9万 | 5,726股 | -1,805股-31.52% | 减仓 |
 辉瑞PFE |
| 1.45% | 1.7% | $161.9万 | 6.7万股 | $166.0万 | 5.9万股 | +8,088股+13.68% | 加仓 |
 LENNARLEN |
| 1.45% | 0.7% | $161.2万 | 1.8万股 | $68.7万 | 7,911股 | +9,900股+125.14% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 1.36% | 0.37% | $151.4万 | 1.0万股 | $36.2万 | 2,305股 | +7,699股+334.01% | 加仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.33% | 0.9% | $148.7万 | 1.9万股 | $87.9万 | 1.2万股 | +6,699股+56.74% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.28% | 0.92% | $142.3万 | 5.8万股 | $89.6万 | 3.1万股 | +2.7万股+85.68% | 加仓 |
 SAP SPON ADRSAP |
| 1.26% | 1.58% | $140.3万 | 9,107股 | $154.2万 | 9,009股 | +98股+1.09% | 加仓 |
 赛富时CRM |
| 1.19% | 1.5% | $133.0万 | 8,491股 | $146.7万 | 7,858股 | +633股+8.06% | 加仓 |
 雷蒙德詹姆斯RJF |
| 1.15% | 1.25% | $128.5万 | 8,450股 | $122.3万 | 8,450股 | 00.00% | 持仓不变 |
 金佰利KMB |
| 1.11% | 0.77% | $124.2万 | 1.1万股 | $75.4万 | 7,813股 | +3,500股+44.80% | 加仓 |
 KRAFT HEINZ COMKHC |
| 1.06% | 1.09% | $118.6万 | 5.0万股 | $106.2万 | 4.7万股 | +2,997股+6.35% | 加仓 |
 特斯拉TSLA |
| 1.03% | 1.21% | $114.8万 | 2,730股 | $117.8万 | 3,170股 | -440股-13.88% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 1% | 0.36% | $111.9万 | 2.2万股 | $34.8万 | 6,993股 | +1.5万股+221.41% | 加仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 1% | 0.68% | $111.3万 | 1.9万股 | $66.5万 | 1.1万股 | +7,512股+67.54% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 0.99% | 0.22% | $110.4万 | 2.5万股 | $21.8万 | 4,992股 | +2.0万股+407.15% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 0.97% | 0.31% | $107.9万 | 4.3万股 | $30.1万 | 1.2万股 | +3.1万股+256.75% | 加仓 |
 DANAHER DEL COMDHR |
| 0.96% | 0.97% | $106.7万 | 5,601股 | $94.8万 | 5,002股 | +599股+11.98% | 加仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.94% | — | $105.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 宣伟SHW |
| 0.93% | 0.99% | $103.9万 | 3,018股 | $96.7万 | 3,015股 | +3股+0.10% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.92% | 1.13% | $102.1万 | 8,080股 | $110.3万 | 7,916股 | +164股+2.07% | 加仓 |
| V先锋领航指数基金VOO |
| 0.89% | 0.95% | $99.5万 | 1,449股 | $92.5万 | 1,549股 | -100股-6.46% | 减仓 |
 PAYPAL COMPYPL |
| 0.89% | 0.95% | $99.4万 | 2.3万股 | $92.4万 | 2.0万股 | +2,600股+12.73% | 加仓 |
| GGE医疗GEHC |
| 0.84% | — | $93.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| TTELADOC HEALTH INC COMTDOC |
| 0.83% | 0.61% | $93.1万 | 11.0万股 | $59.9万 | 11.0万股 | -200股-0.18% | 减仓 |
| T赛默飞世尔TMO |
| 0.82% | 0.86% | $91.5万 | 1,825股 | $83.6万 | 1,700股 | +125股+7.35% | 加仓 |
| AATLASSIAN CL ATEAM |
| 0.8% | 0.78% | $88.7万 | 1.1万股 | $75.8万 | 1.1万股 | +300股+2.70% | 加仓 |
 威瑞森VZ |
| 0.79% | 1.6% | $88.1万 | 2.1万股 | $156.4万 | 3.1万股 | -1.0万股-33.19% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.73% | — | $81.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 BOSTON SCIENTIFIC COMBSX |
| 0.73% | — | $81.1万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| FFiservFISV |
| 0.71% | 0.51% | $79.5万 | 1.6万股 | $49.7万 | 8,902股 | +7,300股+82.00% | 加仓 |
 ServiceNowNOW |
| 0.7% | 0.72% | $78.3万 | 7,884股 | $70.6万 | 6,755股 | +1,129股+16.71% | 加仓 |
 美敦力MDT |
| 0.69% | 0.42% | $76.8万 | 9,821股 | $41.1万 | 4,746股 | +5,075股+106.93% | 加仓 |
 百事可乐PEP |
| 0.68% | 0.85% | $75.6万 | 5,580股 | $82.8万 | 5,333股 | +247股+4.63% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.67% | 0.69% | $74.9万 | 2.2万股 | $67.4万 | 1.8万股 | +3,401股+18.77% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.67% | 0.78% | $74.2万 | 3.9万股 | $76.4万 | 4.0万股 | -815股-2.06% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.66% | 0.28% | $73.8万 | 1.0万股 | $27.0万 | 3,500股 | +6,802股+194.34% | 加仓 |
 谷歌AGOOGL |
| 0.65% | 1.3% | $72.8万 | 2,036股 | $126.5万 | 4,399股 | -2,363股-53.72% | 减仓 |
