 苹果AAPL |
| 8.04% | 6.73% | $897.7万 | 4.3万股 | $735.1万 | 4.3万股 | -243股-0.57% | 减仓 |
 ARES CAPITALARCC |
| 7.79% | 8.12% | $870.6万 | 41.8万股 | $887.1万 | 42.6万股 | -8,300股-1.95% | 减仓 |
| SSPDR标普500 ETFSPY |
| 5.07% | 4.7% | $566.1万 | 1.0万股 | $513.3万 | 9,813股 | +590股+6.01% | 加仓 |
 亚马逊AMZN |
| 4.92% | 4.35% | $550.0万 | 2.8万股 | $475.8万 | 2.6万股 | +2,087股+7.91% | 加仓 |
| CCHICAGO ATLANTIC REAL ESTATE F COMREFI |
| 3.92% | 4.21% | $437.8万 | 28.5万股 | $460.5万 | 29.2万股 | -6,978股-2.39% | 减仓 |
 摩根大通JPM |
| 2.8% | 2.77% | $313.2万 | 1.5万股 | $302.7万 | 1.5万股 | +375股+2.48% | 加仓 |
 高盛GS |
| 2.05% | 1.95% | $228.7万 | 5,056股 | $213.3万 | 5,106股 | -50股-0.98% | 减仓 |
 AMGEN COMAMGN |
| 2.04% | 1.51% | $228.1万 | 7,299股 | $164.9万 | 5,799股 | +1,500股+25.87% | 加仓 |
| V先锋领航指数基金VTV |
| 2.04% | 2.17% | $228.1万 | 1.4万股 | $237.6万 | 1.5万股 | -372股-2.55% | 减仓 |
 微软MSFT |
| 1.99% | 1.9% | $222.8万 | 4,985股 | $207.6万 | 4,934股 | +51股+1.03% | 加仓 |
 Meta平台META |
| 1.9% | 1.68% | $211.7万 | 4,199股 | $183.9万 | 3,787股 | +412股+10.88% | 加仓 |
 VisaV |
| 1.89% | 2.06% | $211.2万 | 8,046股 | $224.5万 | 8,046股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.78% | 1.94% | $198.5万 | 1.6万股 | $211.6万 | 1.6万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.74% | 0.91% | $193.9万 | 1.6万股 | $99.4万 | 1,100股 | +1.5万股+1,326.45% | 加仓 |
 威瑞森VZ |
| 1.7% | 1.77% | $190.2万 | 4.6万股 | $193.5万 | 4.6万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 1.56% | 1.56% | $173.7万 | 1.1万股 | $170.9万 | 1.1万股 | 00.00% | 持仓不变 |
 DOW COMDOW |
| 1.55% | 1.73% | $173.3万 | 3.3万股 | $189.2万 | 3.3万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 1.53% | 1.72% | $170.7万 | 9,867股 | $188.4万 | 9,867股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.52% | 1.74% | $170.2万 | 4,944股 | $189.7万 | 4,944股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.51% | 1.62% | $168.6万 | 3,049股 | $177.2万 | 3,049股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.5% | 1.68% | $168.0万 | 3,809股 | $183.4万 | 3,809股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 1.5% | 1.47% | $168.0万 | 7,815股 | $160.8万 | 7,815股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.46% | 1.13% | $163.1万 | 8,893股 | $123.6万 | 8,121股 | +772股+9.51% | 加仓 |
 甲骨文ORCL |
| 1.34% | 1.27% | $149.9万 | 1.1万股 | $138.7万 | 1.1万股 | -429股-3.88% | 减仓 |
 雪佛龙CVX |
| 1.3% | 1.34% | $145.5万 | 9,304股 | $146.8万 | 9,304股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 1.18% | 1.15% | $132.0万 | 1.9万股 | $125.5万 | 2.0万股 | -1,000股-5.09% | 减仓 |
 可口可乐KO |
| 0.98% | 0.97% | $110.0万 | 1.7万股 | $105.8万 | 1.7万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.97% | 1.04% | $107.9万 | 2.3万股 | $113.3万 | 2.3万股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.86% | 0.88% | $95.9万 | 5,256股 | $96.0万 | 5,256股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.84% | 0.38% | $94.1万 | 586股 | $41.1万 | 310股 | +276股+89.03% | 加仓 |
 SKYWORKS SOLUTIONSSWKS |
| 0.8% | 0.83% | $89.0万 | 8,350股 | $90.4万 | 8,350股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.78% | 0.74% | $87.2万 | 1,821股 | $80.9万 | 1,821股 | 00.00% | 持仓不变 |
| PPRECIGEN INC COMPGEN |
| 0.73% | 0.69% | $82.1万 | 51.9万股 | $75.3万 | 51.9万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.68% | 0.68% | $76.5万 | 2,858股 | $74.3万 | 2,858股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.67% | 0.05% | $74.4万 | 1.0万股 | $5.7万 | 736股 | +9,500股+1,290.76% | 加仓 |
 嘉信理财SCHW |
| 0.66% | 0.66% | $73.7万 | 1.0万股 | $72.3万 | 1.0万股 | 00.00% | 持仓不变 |
| I景顺·S&PSPHQ |
| 0.66% | 0.48% | $73.4万 | 1.2万股 | $52.0万 | 8,599股 | +2,956股+34.38% | 加仓 |
 Vulcan材料VMC |
| 0.65% | — | $72.1万 | 2,900股 | $0 | 0股 | +2,900股 | 新买入 |
 特斯拉TSLA |
| 0.64% | 0.58% | $71.6万 | 3,619股 | $63.6万 | 3,619股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 0.62% | 0.64% | $69.0万 | 4,750股 | $69.7万 | 4,750股 | 00.00% | 持仓不变 |
| IiShares黄金信托IAU |
| 0.6% | 0.59% | $67.2万 | 1.5万股 | $64.3万 | 1.5万股 | 00.00% | 持仓不变 |
| PP3 HEALTH PARTNERSPIIIW |
| 0.58% | 0.96% | $64.3万 | 142.8万股 | $105.2万 | 102.1万股 | +40.6万股+39.80% | 加仓 |
| CCARLYLE COMCG |
| 0.57% | 0.89% | $63.1万 | 1.6万股 | $97.2万 | 2.1万股 | -5,000股-24.13% | 减仓 |
| IiShares安硕信托USMV |
| 0.55% | 0.56% | $61.8万 | 7,362股 | $61.5万 | 7,362股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.53% | 0.45% | $59.4万 | 3,260股 | $49.2万 | 3,260股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.52% | 0.54% | $58.3万 | 4,000股 | $59.1万 | 4,000股 | 00.00% | 持仓不变 |
 哈勃HUBB |
| 0.49% | 0.27% | $54.8万 | 1,500股 | $29.1万 | 700股 | +800股+114.29% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.48% | 0.65% | $53.2万 | 9,320股 | $71.1万 | 1.2万股 | -3,000股-24.35% | 减仓 |
| PProShares信托NOBL |
| 0.45% | 0.49% | $50.8万 | 5,280股 | $53.5万 | 5,280股 | 00.00% | 持仓不变 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.41% | 0.42% | $46.2万 | 3,366股 | $46.2万 | 3,366股 | 00.00% | 持仓不变 |
