 谷歌AGOOGL |
| 10.92% | 6.99% | $2,263.4万 | 6.3万股 | $1,265.8万 | 4.4万股 | +1.9万股+43.89% | 加仓 |
 苹果AAPL |
| 10.75% | 10.84% | $2,227.8万 | 7.7万股 | $1,964.5万 | 7.7万股 | -419股-0.54% | 减仓 |
| IiShares安硕信托DGRO |
| 6.64% | 6.94% | $1,377.1万 | 18.2万股 | $1,257.6万 | 17.9万股 | +2,502股+1.40% | 加仓 |
 英伟达NVDA |
| 6.51% | 6.8% | $1,349.4万 | 6.7万股 | $1,231.2万 | 7.1万股 | -3,158股-4.47% | 减仓 |
| V先锋领航指数基金VOO |
| 5.38% | 5.25% | $1,115.0万 | 1.6万股 | $951.9万 | 1.6万股 | +305股+1.91% | 加仓 |
| IiShares安硕信托IVV |
| 3.61% | 3.73% | $748.8万 | 9,999股 | $675.4万 | 1.0万股 | -340股-3.29% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.35% | 3.51% | $694.0万 | 2.9万股 | $635.5万 | 3.0万股 | -222股-0.75% | 减仓 |
| IiShares安硕信托ITOT |
| 3.13% | 3.15% | $649.5万 | 4.0万股 | $570.6万 | 4.0万股 | -526股-1.31% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.06% | 2.87% | $634.4万 | 1.8万股 | $519.3万 | 1.8万股 | -147股-0.81% | 减仓 |
 微软MSFT |
| 2.72% | 3.09% | $564.3万 | 1.5万股 | $559.6万 | 1.5万股 | +10股+0.07% | 加仓 |
 雪佛龙CVX |
| 2.18% | 3.13% | $451.9万 | 2.7万股 | $566.5万 | 2.7万股 | -117股-0.43% | 减仓 |
 博通AVGO |
| 2.05% | 3.82% | $424.5万 | 1.1万股 | $691.6万 | 2.2万股 | -1.1万股-49.70% | 减仓 |
 应用材料AMAT |
| 1.96% | 1.06% | $406.4万 | 5,621股 | $191.8万 | 5,613股 | +8股+0.14% | 加仓 |
 宝洁PG |
| 1.59% | 1.8% | $329.8万 | 2.2万股 | $326.4万 | 2.3万股 | -105股-0.46% | 减仓 |
 思科CSCO |
| 1.55% | 1.15% | $320.4万 | 2.7万股 | $209.2万 | 2.7万股 | +318股+1.18% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.45% | 1.59% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1.31% | 1.4% | $270.9万 | 1.7万股 | $253.9万 | 1.7万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.27% | 1.36% | $262.5万 | 3,515股 | $245.9万 | 3,781股 | -266股-7.04% | 减仓 |
| IiShares安硕信托HDV |
| 1.26% | 1.44% | $261.4万 | 9.5万股 | $261.6万 | 1.9万股 | +7.6万股+394.67% | 加仓 |
 可口可乐KO |
| 1.11% | 1.19% | $230.1万 | 2.8万股 | $215.3万 | 2.8万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.01% | 1% | $209.8万 | 8,339股 | $181.4万 | 8,338股 | +1股+0.01% | 加仓 |
 摩根大通JPM |
| 0.95% | 1.11% | $196.9万 | 6,016股 | $202.0万 | 6,867股 | -851股-12.39% | 减仓 |
 BRUNSWICKBC |
| 0.94% | 0.96% | $194.7万 | 2.3万股 | $173.2万 | 2.4万股 | -700股-2.94% | 减仓 |
 亚马逊AMZN |
| 0.92% | 0.85% | $190.4万 | 7,989股 | $154.2万 | 7,405股 | +584股+7.89% | 加仓 |
| IIBMIBM |
| 0.9% | 0.89% | $187.3万 | 6,662股 | $161.5万 | 6,663股 | -1股-0.02% | 减仓 |
 卡特彼勒CAT |
| 0.85% | 0.65% | $176.0万 | 1,653股 | $117.6万 | 1,660股 | -7股-0.42% | 减仓 |
 标普全球SPGI |
| 0.83% | 1.09% | $172.4万 | 4,232股 | $198.4万 | 4,664股 | -432股-9.26% | 减仓 |
 AMGEN COMAMGN |
| 0.76% | 0.82% | $156.6万 | 4,325股 | $148.5万 | 4,221股 | +104股+2.46% | 加仓 |
 特斯拉TSLA |
| 0.74% | 0.82% | $152.5万 | 3,626股 | $148.5万 | 3,995股 | -369股-9.24% | 减仓 |
 强生JNJ |
| 0.72% | 0.8% | $149.8万 | 5,897股 | $144.8万 | 5,925股 | -28股-0.47% | 减仓 |
 NETFLIXNFLX |
| 0.66% | 0.96% | $137.3万 | 1.9万股 | $174.3万 | 1.8万股 | +1,098股+6.06% | 加仓 |
 埃克森美孚XOM |
| 0.63% | 0.89% | $130.2万 | 9,526股 | $161.6万 | 9,525股 | +1股+0.01% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.62% | 0.64% | $127.7万 | 4,060股 | $116.5万 | 4,060股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.59% | 0.63% | $123.1万 | 3,327股 | $113.8万 | 3,546股 | -219股-6.18% | 减仓 |
 联合太平洋铁路UNP |
| 0.55% | 0.56% | $113.1万 | 4,157股 | $100.9万 | 4,157股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.54% | 0.23% | $111.8万 | 8,009股 | $41.9万 | 9,504股 | -1,495股-15.73% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.51% | 0.61% | $106.2万 | 1.3万股 | $110.5万 | 1.4万股 | -1,036股-7.46% | 减仓 |
 礼来LLY |
| 0.51% | 0.44% | $106.0万 | 884股 | $79.1万 | 860股 | +24股+2.79% | 加仓 |
| SSUNRUNRUN |
| 0.51% | 0.59% | $105.7万 | 7.9万股 | $107.1万 | 7.9万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPYD |
| 0.51% | 0.55% | $105.1万 | 2.2万股 | $99.4万 | 2.2万股 | +200股+0.92% | 加仓 |
 好市多COST |
| 0.5% | 0.59% | $104.3万 | 1,115股 | $106.0万 | 1,064股 | +51股+4.79% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.49% | 0.55% | $101.6万 | 2,031股 | $99.7万 | 2,081股 | -50股-2.40% | 减仓 |
| I景顺QQQ信托VOO |
| 0.47% | 0.47% | $97.4万 | 1,323股 | $85.9万 | 1,488股 | -165股-11.09% | 减仓 |
 Meta平台META |
| 0.47% | 0.49% | $96.4万 | 1,712股 | $89.6万 | 1,566股 | +146股+9.32% | 加仓 |
 默沙东MRK |
| 0.43% | 0.45% | $90.0万 | 7,002股 | $82.3万 | 6,838股 | +164股+2.40% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.43% | 0.45% | $89.7万 | 4,961股 | $82.0万 | 4,961股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.42% | 0.44% | $87.9万 | 1.0万股 | $79.2万 | 1.0万股 | +3股+0.03% | 加仓 |
| S嘉信策略信托SCHD |
| 0.39% | 0.47% | $81.7万 | 2.6万股 | $84.7万 | 2.8万股 | -1,830股-6.63% | 减仓 |
 MCKESSON COMMCK |
| 0.37% | 0.49% | $77.4万 | 1,024股 | $88.6万 | 1,024股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.33% | 0.32% | $69.1万 | 1.2万股 | $57.2万 | 1.2万股 | +381股+3.25% | 加仓 |
