 微软MSFT |
| 8.02% | 8.11% | $482.1万 | 1.5万股 | $520.9万 | 1.5万股 | -27股-0.18% | 减仓 |
 苹果AAPL |
| 7.04% | 7.57% | $423.4万 | 2.5万股 | $486.2万 | 2.5万股 | -335股-1.34% | 减仓 |
| IiShares安硕信托IVV |
| 6.22% | 6.05% | $374.2万 | 8,715股 | $388.4万 | 8,715股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 4.21% | 3.83% | $253.2万 | 5,821股 | $245.6万 | 5,806股 | +15股+0.26% | 加仓 |
 应用材料AMAT |
| 4.18% | 4.1% | $251.7万 | 1.8万股 | $263.2万 | 1.8万股 | -30股-0.16% | 减仓 |
 谷歌AGOOGL |
| 4.03% | 3.46% | $242.2万 | 1.9万股 | $221.9万 | 1.9万股 | -30股-0.16% | 减仓 |
 亚马逊AMZN |
| 3.93% | 3.78% | $236.3万 | 1.9万股 | $242.6万 | 1.9万股 | -23股-0.12% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.42% | 3.16% | $205.9万 | 5,879股 | $203.1万 | 5,957股 | -78股-1.31% | 减仓 |
 好市多COST |
| 3.23% | 2.93% | $194.1万 | 3,435股 | $188.2万 | 3,495股 | -60股-1.72% | 减仓 |
 AMD超威AMD |
| 3.03% | 3.12% | $182.1万 | 1.8万股 | $200.1万 | 1.8万股 | +145股+0.83% | 加仓 |
 迪尔DE |
| 2.98% | 3.08% | $179.1万 | 4,746股 | $197.6万 | 4,877股 | -131股-2.69% | 减仓 |
| V先锋领航指数基金VB |
| 2.45% | 2.77% | $147.3万 | 7,793股 | $177.9万 | 8,943股 | -1,150股-12.86% | 减仓 |
 麦当劳MCD |
| 2.31% | 2.47% | $138.8万 | 5,267股 | $158.7万 | 5,319股 | -52股-0.98% | 减仓 |
 摩根大通JPM |
| 2.3% | 2.15% | $138.3万 | 9,539股 | $138.1万 | 9,494股 | +45股+0.47% | 加仓 |
 波音BA |
| 2.15% | 2.39% | $129.2万 | 6,740股 | $153.7万 | 7,281股 | -541股-7.43% | 减仓 |
 贝莱德·INC COMBLK |
| 2.11% | 2.14% | $126.9万 | 1,963股 | $137.7万 | 1,992股 | -29股-1.46% | 减仓 |
 思科CSCO |
| 2.1% | 1.89% | $126.3万 | 2.4万股 | $121.5万 | 2.3万股 | +20股+0.09% | 加仓 |
 CORTEVA COMCTVA |
| 2.08% | 2.27% | $125.4万 | 2.5万股 | $145.5万 | 2.5万股 | -892股-3.51% | 减仓 |
 高盛GS |
| 2.06% | 1.94% | $123.7万 | 3,824股 | $124.6万 | 3,864股 | -40股-1.04% | 减仓 |
 联合健康UNH |
| 2.03% | 1.84% | $122.1万 | 2,421股 | $118.0万 | 2,456股 | -35股-1.43% | 减仓 |
 ADOBE COMADBE |
| 2.03% | 1.85% | $121.9万 | 2,390股 | $119.0万 | 2,433股 | -43股-1.77% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 2% | 0.83% | $120.2万 | 1.8万股 | $53.6万 | 6,734股 | +1.1万股+161.94% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.9% | 1.95% | $114.3万 | 6,975股 | $125.3万 | 7,205股 | -230股-3.19% | 减仓 |
 宝洁PG |
| 1.88% | 1.88% | $113.2万 | 7,761股 | $120.8万 | 7,959股 | -198股-2.49% | 减仓 |
 联合太平洋铁路UNP |
| 1.78% | 2.43% | $106.9万 | 5,251股 | $156.1万 | 7,627股 | -2,376股-31.15% | 减仓 |
 百事可乐PEP |
| 1.75% | 1.8% | $105.4万 | 6,223股 | $115.7万 | 6,249股 | -26股-0.42% | 减仓 |
 艾默生电气EMR |
| 1.55% | 1.39% | $93.1万 | 9,643股 | $89.3万 | 9,875股 | -232股-2.35% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.5% | 1.47% | $90.5万 | 3,499股 | $94.4万 | 3,577股 | -78股-2.18% | 减仓 |
 默沙东MRK |
| 1.48% | 1.59% | $88.9万 | 8,640股 | $102.0万 | 8,840股 | -200股-2.26% | 减仓 |
 联邦快递FDX |
| 1.47% | 1.33% | $88.5万 | 3,341股 | $85.7万 | 3,456股 | -115股-3.33% | 减仓 |
 霍尼韦尔HON |
| 1.42% | 1.49% | $85.3万 | 4,620股 | $95.7万 | 4,610股 | +10股+0.22% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.35% | 1.39% | $81.0万 | 8,957股 | $88.9万 | 1.1万股 | -2,000股-18.25% | 减仓 |
 PRICE T ROWE COMTROW |
| 1.31% | 1.33% | $78.5万 | 7,485股 | $85.4万 | 7,627股 | -142股-1.86% | 减仓 |
| V先锋领航·MIDVO |
| 1.21% | 1.24% | $72.8万 | 3,498股 | $79.4万 | 3,606股 | -108股-3.00% | 减仓 |
| C花旗集团C |
| 1.13% | — | $67.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 强生JNJ |
| 0.99% | 0.99% | $59.2万 | 3,804股 | $63.7万 | 3,849股 | -45股-1.17% | 减仓 |
| V先锋领航指数基金VOO |
| 0.79% | 0.79% | $47.6万 | 1,212股 | $50.8万 | 1,248股 | -36股-2.88% | 减仓 |
 埃克森美孚XOM |
| 0.77% | 0.72% | $46.4万 | 3,946股 | $46.0万 | 4,290股 | -344股-8.02% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.72% | 0.7% | $43.5万 | 1,637股 | $45.0万 | 1,637股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.69% | 0.89% | $41.4万 | 5,750股 | $57.1万 | 5,828股 | -78股-1.34% | 减仓 |
 耐克NKE |
| 0.64% | 0.69% | $38.2万 | 4,000股 | $44.1万 | 4,000股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.57% | 0.48% | $34.3万 | 2,300股 | $31.0万 | 2,300股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.46% | 0.64% | $27.7万 | 9,000股 | $40.9万 | 1.2万股 | -3,000股-25.00% | 减仓 |
 雅培ABT |
| 0.38% | 0.4% | $22.7万 | 2,343股 | $25.5万 | 2,343股 | 00.00% | 持仓不变 |
 SRH TOTAL RETURN FUND INCORPORATEDSTEW |
| 0.37% | 0.36% | $22.4万 | 1.7万股 | $22.9万 | 1.7万股 | 00.00% | 持仓不变 |
