 苹果AAPL |
| 14.04% | 14.32% | $4,461.4万 | 15.4万股 | $3,917.8万 | 15.4万股 | -188股-0.12% | 减仓 |
| TT. ROWE PRICE SMALL-MID CAP ETFTMSL |
| 3.69% | 1.59% | $1,173.6万 | 26.8万股 | $436.3万 | 11.9万股 | +14.9万股+124.95% | 加仓 |
 英伟达NVDA |
| 3.3% | 3.16% | $1,049.3万 | 5.2万股 | $864.4万 | 5.0万股 | +2,879股+5.81% | 加仓 |
| C资本集团股息价值CCBG |
| 3.19% | 2.97% | $1,013.9万 | 20.6万股 | $812.9万 | 19.1万股 | +1.5万股+7.67% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 2.58% | 3.26% | $819.2万 | 8.1万股 | $891.3万 | 8.9万股 | -7,367股-8.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.52% | 2.38% | $802.3万 | 2.3万股 | $651.9万 | 2.3万股 | -21股-0.09% | 减仓 |
 微软MSFT |
| 2.39% | 2.71% | $760.6万 | 2.0万股 | $742.7万 | 2.0万股 | +325股+1.62% | 加仓 |
 谷歌AGOOGL |
| 2.24% | 2.17% | $711.1万 | 2.0万股 | $593.4万 | 2.1万股 | -737股-3.57% | 减仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 1.77% | 1.4% | $562.9万 | 12.7万股 | $383.4万 | 10.0万股 | +2.7万股+26.80% | 加仓 |
 好市多COST |
| 1.75% | 2.29% | $554.7万 | 5,929股 | $627.6万 | 6,298股 | -369股-5.86% | 减仓 |
| PPIMCO太平洋投资管理ETFMINO |
| 1.74% | 1.72% | $553.6万 | 12.1万股 | $470.1万 | 10.4万股 | +1.7万股+16.23% | 加仓 |
 星巴克SBUX |
| 1.56% | 1.59% | $494.3万 | 4.8万股 | $434.9万 | 4.9万股 | -174股-0.36% | 减仓 |
 摩根大通JPM |
| 1.43% | 1.51% | $455.5万 | 1.4万股 | $411.8万 | 1.4万股 | -85股-0.61% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.41% | 1.57% | $449.3万 | 6股 | $430.9万 | 6股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.39% | 2.06% | $443.2万 | 2.7万股 | $563.0万 | 2.7万股 | -475股-1.75% | 减仓 |
 亚马逊AMZN |
| 1.34% | 1.37% | $425.9万 | 1.8万股 | $374.9万 | 1.8万股 | -130股-0.72% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.26% | 1.29% | $399.9万 | 5,355股 | $353.8万 | 5,440股 | -85股-1.56% | 减仓 |
| CCAPITAL INTL FOCUS EQTCGXU |
| 1.24% | 1.09% | $393.9万 | 11.4万股 | $299.2万 | 10.1万股 | +1.2万股+12.14% | 加仓 |
 史赛克SYK |
| 1.13% | 1.38% | $359.2万 | 1.1万股 | $376.4万 | 1.1万股 | -48股-0.42% | 减仓 |
| C资本集团固定收益ETF信托CGCB |
| 1.13% | 0.87% | $357.7万 | 13.7万股 | $237.3万 | 9.0万股 | +4.6万股+51.23% | 加仓 |
 强生JNJ |
| 1.07% | 1.21% | $339.2万 | 1.3万股 | $331.4万 | 1.4万股 | -202股-1.49% | 减仓 |
 卡特彼勒CAT |
| 1.05% | 0.82% | $333.1万 | 3,128股 | $224.5万 | 3,169股 | -41股-1.29% | 减仓 |
| HHARBOR LONG-TERM GROWERSETFWINN |
| 0.98% | 0.89% | $309.9万 | 9.5万股 | $242.6万 | 8.7万股 | +7,973股+9.11% | 加仓 |
 TIMKENTKR |
| 0.97% | 0.78% | $308.7万 | 2.1万股 | $213.6万 | 2.1万股 | +1股+0.00% | 加仓 |
| FFASTENAL COMFAST |
| 0.97% | 1.12% | $308.7万 | 6.4万股 | $305.6万 | 6.6万股 | -1,599股-2.43% | 减仓 |
| PPIMCO ETF TR Short Term Mun BD Active ETFSMMU |
| 0.96% | 1.54% | $303.6万 | 6.0万股 | $421.2万 | 8.3万股 | -2.3万股-27.99% | 减仓 |
 AEROVIRONMENTAVAV |
| 0.88% | 1.15% | $279.1万 | 1.7万股 | $314.1万 | 1.7万股 | -250股-1.46% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.82% | 0.47% | $262.1万 | 9.9万股 | $128.0万 | 4.9万股 | +5.0万股+102.26% | 加仓 |
 AMGEN COMAMGN |
| 0.81% | 0.94% | $258.4万 | 7,136股 | $256.3万 | 7,283股 | -147股-2.02% | 减仓 |
 GREENBRIER COSGBX |
| 0.78% | 0.98% | $247.6万 | 5.1万股 | $266.8万 | 5.1万股 | -159股-0.31% | 减仓 |
 阿斯麦ASML |
| 0.78% | 0.6% | $247.5万 | 1,244股 | $163.7万 | 1,239股 | +5股+0.40% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.77% | 0.68% | $245.6万 | 5.2万股 | $185.8万 | 4.6万股 | +5,810股+12.57% | 加仓 |
 美光科技MU |
| 0.75% | 0.3% | $237.0万 | 2,053股 | $81.8万 | 2,421股 | -368股-15.20% | 减仓 |
 艾默生电气EMR |
| 0.65% | 0.69% | $207.7万 | 1.5万股 | $189.8万 | 1.4万股 | +27股+0.19% | 加仓 |
 爱德华生命科学EW |
| 0.65% | 0.71% | $205.2万 | 2.3万股 | $194.4万 | 2.4万股 | -1,594股-6.57% | 减仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 0.63% | 0.53% | $200.4万 | 4.7万股 | $144.3万 | 4.3万股 | +4,084股+9.44% | 加仓 |
 林德LIN |
| 0.62% | 0.69% | $198.5万 | 3,826股 | $189.4万 | 3,820股 | +6股+0.16% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 0.62% | 0.57% | $196.0万 | 4.8万股 | $154.7万 | 4.3万股 | +4,220股+9.71% | 加仓 |
| G通用动力VTI |
| 0.61% | 0.56% | $194.9万 | 5,266股 | $152.1万 | 4,741股 | +525股+11.07% | 加仓 |
 特斯拉TSLA |
| 0.61% | 0.63% | $193.9万 | 4,610股 | $171.9万 | 4,624股 | -14股-0.30% | 减仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.59% | $186.5万 | 2,716股 | $162.3万 | 2,716股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.58% | 0.85% | $184.9万 | 1.4万股 | $232.1万 | 1.4万股 | -159股-1.16% | 减仓 |
| C资本集团国际CGIE |
| 0.57% | 0.51% | $180.1万 | 4.9万股 | $138.6万 | 4.2万股 | +7,609股+18.17% | 加仓 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 0.53% | 0.45% | $168.8万 | 3.4万股 | $122.3万 | 2.8万股 | +6,023股+21.76% | 加仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.49% | 0.1% | $156.9万 | 7.0万股 | $28.0万 | 1.3万股 | +5.8万股+461.26% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.49% | 0.5% | $156.1万 | 1.8万股 | $137.1万 | 1.8万股 | +476股+2.68% | 加仓 |
| I景顺QQQ信托VOO |
| 0.49% | 0.45% | $155.4万 | 2,110股 | $121.8万 | 2,110股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.48% | 0.27% | $152.3万 | 3,515股 | $75.1万 | 3,515股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.45% | 0.56% | $143.3万 | 2,543股 | $153.7万 | 2,686股 | -143股-5.32% | 减仓 |
| V先锋领航·S&P SMALL-CAP 600 ETFIVOO |
| 0.45% | 0.46% | $142.1万 | 1.1万股 | $126.3万 | 1.1万股 | -150股-1.36% | 减仓 |
