 苹果AAPL |
| 7.99% | 9.6% | $1,311.7万 | 4.5万股 | $1,169.7万 | 4.6万股 | -760股-1.65% | 减仓 |
 摩根大通JPM |
| 6.92% | 8.52% | $1,136.1万 | 3.5万股 | $1,037.7万 | 3.5万股 | -570股-1.62% | 减仓 |
 Meta平台META |
| 6.42% | 8.87% | $1,055.1万 | 1.9万股 | $1,080.8万 | 1.9万股 | -159股-0.84% | 减仓 |
 微软MSFT |
| 6.05% | 8.14% | $994.3万 | 2.7万股 | $991.9万 | 2.7万股 | -141股-0.53% | 减仓 |
 联合健康UNH |
| 5.35% | 4.73% | $878.1万 | 2.1万股 | $576.1万 | 2.1万股 | -165股-0.77% | 减仓 |
 高盛GS |
| 5.21% | — | $855.6万 | 8,460股 | $0 | 0股 | +8,460股 | 新买入 |
 Dollar TreeDLTR |
| 4.81% | 5.88% | $790.5万 | 6.5万股 | $716.3万 | 6.5万股 | -50股-0.08% | 减仓 |
| BBANK OF AMERBAC |
| 4.24% | 4.98% | $696.1万 | 12.2万股 | $606.5万 | 12.4万股 | -2,250股-1.81% | 减仓 |
 强生JNJ |
| 4.01% | 5.27% | $658.8万 | 2.6万股 | $642.4万 | 2.6万股 | -338股-1.29% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 3.93% | 2.84% | $645.1万 | 8.0万股 | $346.4万 | 4.7万股 | +3.4万股+72.51% | 加仓 |
 联邦快递FDX |
| 3.83% | — | $629.8万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 波音BA |
| 3.73% | 4.65% | $613.0万 | 2.8万股 | $567.1万 | 2.8万股 | -175股-0.61% | 减仓 |
 星巴克SBUX |
| 3.62% | 4.3% | $594.3万 | 5.8万股 | $523.6万 | 5.8万股 | -291股-0.50% | 减仓 |
 默沙东MRK |
| 3.44% | — | $565.8万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 埃克森美孚XOM |
| 3.09% | — | $507.8万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 迪士尼DIS |
| 2.97% | 4.02% | $487.7万 | 5.1万股 | $490.0万 | 5.1万股 | -175股-0.34% | 减仓 |
 家得宝HD |
| 2.96% | 3.63% | $485.5万 | 1.4万股 | $442.8万 | 1.3万股 | +301股+2.24% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 2.86% | 3.25% | $469.9万 | 2.1万股 | $395.7万 | 2.1万股 | -200股-0.94% | 减仓 |
 赛富时CRM |
| 2.84% | — | $466.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 斯伦贝谢SLB |
| 2.79% | 4.15% | $458.0万 | 9.9万股 | $505.7万 | 9.8万股 | +115股+0.12% | 加仓 |
 耐克NKE |
| 2.36% | 4.06% | $388.2万 | 9.5万股 | $494.1万 | 9.4万股 | +1,025股+1.10% | 加仓 |
 TARGET COMTGT |
| 2.35% | — | $385.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| LLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSLVMUY |
| 2.22% | 2.87% | $364.2万 | 3.3万股 | $350.2万 | 3.2万股 | +865股+2.70% | 加仓 |
 雪佛龙CVX |
| 2.19% | 3.72% | $360.3万 | 2.2万股 | $453.6万 | 2.2万股 | -185股-0.84% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.92% | — | $151.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| V先锋领航国际股票指数基金VT |
| 0.38% | 0.48% | $61.7万 | 3,930股 | $58.9万 | 4,258股 | -328股-7.70% | 减仓 |
| FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF |
| 0.37% | 0.46% | $61.2万 | 6,802股 | $55.7万 | 7,042股 | -240股-3.41% | 减仓 |
| IiShares安硕信托XT |
| 0.35% | — | $57.4万 | 6,945股 | $0 | 0股 | +6,945股 | 新买入 |
| IInvesco Capital Management LLC Water Resources EtfPHO |
| 0.3% | 0.41% | $49.8万 | 7,211股 | $49.5万 | 7,406股 | -195股-2.63% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.3% | 0.39% | $49.0万 | 3,173股 | $47.8万 | 3,618股 | -445股-12.30% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.28% | 0.34% | $46.0万 | 1,539股 | $41.9万 | 1,539股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.16% | — | $26.6万 | 250股 | $0 | 0股 | +250股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.15% | 0.2% | $25.1万 | 1,062股 | $24.8万 | 1,154股 | -92股-7.97% | 减仓 |
 特斯拉TSLA |
| 0.14% | 0.17% | $23.2万 | 552股 | $20.5万 | 552股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.13% | — | $21.2万 | 1,776股 | $0 | 0股 | +1,776股 | 新买入 |
 亚马逊AMZN |
| 0.13% | — | $20.7万 | 867股 | $0 | 0股 | +867股 | 新买入 |
| V先锋领航国际股票指数基金VGK |
| 0.12% | 0.17% | $20.2万 | 2,283股 | $20.2万 | 2,445股 | -162股-6.63% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.09% | 0.2% | $14.2万 | 468股 | $24.4万 | 423股 | +45股+10.64% | 加仓 |
