 微软MSFT |
| 8.66% | 10.61% | $5,284.6万 | 14.3万股 | $6,833.6万 | 14.1万股 | +1,458股+1.03% | 加仓 |
| G通用动力VTI |
| 7.03% | 7.03% | $4,292.8万 | 13.4万股 | $4,527.4万 | 13.5万股 | -1,225股-0.91% | 减仓 |
 亚马逊AMZN |
| 5.69% | 6.13% | $3,472.9万 | 16.7万股 | $3,947.9万 | 17.1万股 | -4,292股-2.51% | 减仓 |
 博通AVGO |
| 4.44% | 4.77% | $2,711.0万 | 8.8万股 | $3,072.1万 | 8.9万股 | -1,174股-1.32% | 减仓 |
 应用材料AMAT |
| 4.28% | 3.18% | $2,613.1万 | 7.6万股 | $2,047.4万 | 8.0万股 | -3,215股-4.04% | 减仓 |
 谷歌AGOOGL |
| 4.28% | 4.61% | $2,610.8万 | 9.1万股 | $2,971.6万 | 9.5万股 | -4,150股-4.37% | 减仓 |
 苹果AAPL |
| 3.73% | 3.92% | $2,277.7万 | 9.0万股 | $2,523.0万 | 9.3万股 | -3,058股-3.30% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.06% | 3.51% | $1,870.1万 | 64.2万股 | $2,258.9万 | 69.2万股 | -5.0万股-7.29% | 减仓 |
 沃尔玛WMT |
| 2.63% | 2.28% | $1,608.5万 | 12.9万股 | $1,469.2万 | 13.2万股 | -2,446股-1.85% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.37% | 2.32% | $1,449.3万 | 6.7万股 | $1,491.1万 | 6.8万股 | -455股-0.67% | 减仓 |
 波音BA |
| 2.31% | 2.38% | $1,409.2万 | 7.1万股 | $1,535.8万 | 7.1万股 | +70股+0.10% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.18% | 2.22% | $1,328.4万 | 2.8万股 | $1,429.1万 | 2.8万股 | -710股-2.50% | 减仓 |
 好市多COST |
| 2.1% | 1.79% | $1,285.1万 | 1.3万股 | $1,155.1万 | 1.3万股 | -498股-3.72% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 2.01% | 1.25% | $1,228.0万 | 24.3万股 | $803.5万 | 15.9万股 | +8.4万股+52.78% | 加仓 |
| S嘉信策略信托SCHD |
| 1.63% | 1.42% | $997.7万 | 32.5万股 | $916.2万 | 33.4万股 | -8,832股-2.64% | 减仓 |
 卡特彼勒CAT |
| 1.59% | 1.25% | $971.8万 | 1.4万股 | $807.5万 | 1.4万股 | -379股-2.69% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 1.49% | 1.53% | $909.3万 | 20.1万股 | $987.5万 | 21.7万股 | -1.6万股-7.41% | 减仓 |
 迪尔DE |
| 1.46% | 1.17% | $891.7万 | 1.6万股 | $755.1万 | 1.6万股 | -389股-2.40% | 减仓 |
 礼来LLY |
| 1.24% | 1.38% | $755.1万 | 8,209股 | $890.6万 | 8,287股 | -78股-0.94% | 减仓 |
| V先锋领航白厅基金VYMI |
| 1.18% | 1.02% | $721.4万 | 7.7万股 | $656.0万 | 7.3万股 | +3,660股+5.02% | 加仓 |
 宝洁PG |
| 1.17% | 1.16% | $715.5万 | 5.0万股 | $749.0万 | 5.2万股 | -2,731股-5.22% | 减仓 |
 VanEck ETF信托SMH |
| 1.16% | 0.96% | $710.4万 | 1.9万股 | $619.3万 | 1.7万股 | +1,333股+7.75% | 加仓 |
 强生JNJ |
| 1.12% | 0.97% | $686.2万 | 2.8万股 | $625.9万 | 3.0万股 | -2,170股-7.17% | 减仓 |
 VisaV |
| 1.07% | 1.29% | $653.0万 | 2.2万股 | $829.5万 | 2.4万股 | -2,049股-8.66% | 减仓 |
| IiShares安硕·COREIJH |
| 1.04% | 0.98% | $632.2万 | 9.4万股 | $634.3万 | 9.6万股 | -2,499股-2.60% | 减仓 |
 艾伯维ABBV |
| 0.83% | 0.95% | $509.2万 | 2.3万股 | $610.8万 | 2.7万股 | -3,319股-12.42% | 减仓 |
 科磊KLAC |
| 0.82% | 0.64% | $500.6万 | 3,400股 | $413.7万 | 3,405股 | -5股-0.15% | 减仓 |
 百事可乐PEP |
| 0.8% | 0.76% | $491.1万 | 3.2万股 | $492.4万 | 3.4万股 | -2,688股-7.83% | 减仓 |
 特斯拉TSLA |
| 0.78% | 0.89% | $474.8万 | 1.3万股 | $572.8万 | 1.3万股 | +35股+0.27% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.76% | 0.66% | $461.9万 | 3.1万股 | $427.5万 | 3.0万股 | +1,400股+4.70% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.75% | 0.75% | $456.2万 | 8.0万股 | $486.0万 | 8.5万股 | -4,421股-5.21% | 减仓 |
 ADPADP |
| 0.74% | 0.98% | $454.6万 | 2.2万股 | $631.3万 | 2.5万股 | -2,171股-8.85% | 减仓 |
 英伟达NVDA |
| 0.73% | 0.76% | $445.6万 | 2.6万股 | $487.3万 | 2.6万股 | -583股-2.23% | 减仓 |
| VVANECK IG FLOATING RATE ETFEMLC |
| 0.73% | 0.69% | $444.3万 | 17.4万股 | $444.8万 | 17.5万股 | -200股-0.11% | 减仓 |
| G高盛ETF信托GINC |
| 0.71% | 0.24% | $434.5万 | 8.7万股 | $156.7万 | 3.0万股 | +5.7万股+192.55% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.71% | 0.82% | $434.2万 | 7.8万股 | $528.9万 | 9.1万股 | -1.3万股-14.05% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.69% | 0.6% | $423.2万 | 15.2万股 | $387.5万 | 14.2万股 | +9,556股+6.71% | 加仓 |
 星座能源CEG |
| 0.68% | 0.84% | $414.7万 | 1.5万股 | $543.9万 | 1.5万股 | -545股-3.54% | 减仓 |
| V先锋领航全球基金VGT |
| 0.67% | 0.77% | $407.0万 | 5,834股 | $497.5万 | 6,600股 | -766股-11.61% | 减仓 |
 特灵科技TT |
| 0.66% | 0.58% | $401.9万 | 9,644股 | $375.7万 | 9,654股 | -10股-0.10% | 减仓 |
| T赛默飞世尔TMO |
| 0.62% | 0.7% | $377.5万 | 7,680股 | $453.4万 | 7,824股 | -144股-1.84% | 减仓 |
 默沙东MRK |
| 0.6% | 0.57% | $368.1万 | 3.1万股 | $365.7万 | 3.5万股 | -4,142股-11.92% | 减仓 |
 贝莱德·INC COMBLK |
| 0.57% | 0.64% | $345.7万 | 3,595股 | $412.3万 | 3,852股 | -257股-6.67% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.56% | 0.56% | $339.0万 | 2.0万股 | $362.2万 | 2.1万股 | -1,380股-6.43% | 减仓 |
| GGlobal X基金AIQ |
| 0.55% | 0.56% | $333.0万 | 7.1万股 | $361.9万 | 7.1万股 | +199股+0.28% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.52% | 0.43% | $318.0万 | 4.2万股 | $277.0万 | 3.8万股 | +4,695股+12.47% | 加仓 |
 可口可乐KO |
| 0.52% | 0.49% | $314.8万 | 4.1万股 | $314.1万 | 4.5万股 | -3,531股-7.86% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.51% | 0.54% | $310.3万 | 1.8万股 | $346.3万 | 2.0万股 | -1,743股-8.84% | 减仓 |
| G高盛ETF信托GINC |
| 0.48% | — | $290.8万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 台积电TSM |
| 0.46% | 0.38% | $282.4万 | 8,356股 | $245.4万 | 8,076股 | +280股+3.47% | 加仓 |
