| J摩根大通交易所交易基金JQUA |
| 4.99% | 4.65% | $1.39亿 | 191.8万股 | $1.17亿 | 191.6万股 | +2,651股+0.14% | 加仓 |
 苹果AAPL |
| 4.71% | 4.6% | $1.31亿 | 45.3万股 | $1.16亿 | 45.8万股 | -5,051股-1.10% | 减仓 |
 谷歌AGOOGL |
| 4.57% | 4.53% | $1.27亿 | 35.5万股 | $1.14亿 | 39.8万股 | -4.2万股-10.68% | 减仓 |
| S道富SPYM |
| 3.8% | 3.44% | $1.06亿 | 120.3万股 | $8,700.3万 | 113.7万股 | +6.6万股+5.84% | 加仓 |
 摩根大通JPM |
| 2.14% | 2.14% | $5,945.6万 | 18.2万股 | $5,418.1万 | 18.4万股 | -2,551股-1.38% | 减仓 |
 阿斯麦ASML |
| 2.12% | 1.61% | $5,881.4万 | 3.0万股 | $4,065.9万 | 3.1万股 | -1,220股-3.96% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.03% | 2.16% | $5,627.9万 | 11.2万股 | $5,458.4万 | 11.4万股 | -1,435股-1.26% | 减仓 |
| SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO |
| 1.96% | 2.27% | $5,443.1万 | 187.4万股 | $5,735.6万 | 197.6万股 | -10.1万股-5.13% | 减仓 |
 Meta平台META |
| 1.92% | 2.15% | $5,336.8万 | 9.5万股 | $5,421.4万 | 9.5万股 | -16股-0.02% | 减仓 |
 PALO ALTOPANW |
| 1.75% | 0.96% | $4,856.5万 | 14.2万股 | $2,414.4万 | 15.1万股 | -8,186股-5.44% | 减仓 |
 英伟达NVDA |
| 1.66% | 1.57% | $4,612.3万 | 23.1万股 | $3,974.9万 | 22.8万股 | +2,595股+1.14% | 加仓 |
 iShares安硕·MBSACGL |
| 1.5% | 1.57% | $4,169.9万 | 44.1万股 | $3,971.1万 | 41.8万股 | +2.3万股+5.48% | 加仓 |
 亚马逊AMZN |
| 1.47% | 1.41% | $4,083.4万 | 17.1万股 | $3,571.2万 | 17.1万股 | -143股-0.08% | 减仓 |
| J骏利亨德森JAAA |
| 1.46% | 1.6% | $4,066.1万 | 80.5万股 | $4,053.8万 | 80.5万股 | +533股+0.07% | 加仓 |
 宝洁PG |
| 1.43% | 1.51% | $3,976.3万 | 27.1万股 | $3,817.3万 | 26.4万股 | +6,876股+2.60% | 加仓 |
| CCAPITAL GBL GROWTH EQTCGGR |
| 1.37% | 1.2% | $3,809.0万 | 90.0万股 | $3,037.4万 | 91.0万股 | -1.0万股-1.14% | 减仓 |
 斯伦贝谢SLB |
| 1.36% | 1.65% | $3,793.0万 | 81.6万股 | $4,175.5万 | 81.3万股 | +3,363股+0.41% | 加仓 |
 强生JNJ |
| 1.34% | 1.45% | $3,724.1万 | 14.7万股 | $3,660.9万 | 15.0万股 | -3,131股-2.09% | 减仓 |
| S道富SPSM |
| 1.31% | 1.18% | $3,633.9万 | 63.0万股 | $2,981.5万 | 61.7万股 | +1.3万股+2.12% | 加仓 |
 CHUBB LIMITEDCB |
| 1.26% | 1.34% | $3,514.1万 | 10.3万股 | $3,385.2万 | 10.4万股 | -730股-0.70% | 减仓 |
| V先锋领航指数基金VB |
| 1.26% | 1.22% | $3,499.1万 | 11.5万股 | $3,086.0万 | 11.8万股 | -2,385股-2.02% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.25% | 1.24% | $3,467.3万 | 67.0万股 | $3,127.3万 | 66.7万股 | +2,963股+0.44% | 加仓 |
| N新纪元能源NEE |
| 1.22% | 1.43% | $3,380.9万 | 38.5万股 | $3,604.8万 | 38.8万股 | -2,924股-0.75% | 减仓 |
| SSPDR道富系列信托TIPX |
| 1.16% | 1.21% | $3,230.3万 | 170.6万股 | $3,045.3万 | 158.7万股 | +12.0万股+7.53% | 加仓 |
| J摩根大通交易所交易基金JPUS |
| 1.14% | 1.23% | $3,181.3万 | 22.7万股 | $3,096.3万 | 23.8万股 | -1.1万股-4.60% | 减仓 |
 微软MSFT |
| 1.1% | 1.2% | $3,046.9万 | 8.2万股 | $3,040.1万 | 8.2万股 | -446股-0.54% | 减仓 |
 AMGEN COMAMGN |
| 1.09% | 1.17% | $3,039.2万 | 8.4万股 | $2,965.3万 | 8.4万股 | -347股-0.41% | 减仓 |
| S道富SPMD |
| 1.08% | 0.99% | $2,988.5万 | 44.2万股 | $2,499.5万 | 42.2万股 | +2.0万股+4.81% | 加仓 |
| S道富SPIB |
| 1.06% | 1.15% | $2,947.2万 | 88.1万股 | $2,917.0万 | 87.0万股 | +1.1万股+1.28% | 加仓 |
| V先锋领航·MIDVO |
| 1.06% | 1.05% | $2,945.3万 | 36.6万股 | $2,664.8万 | 9.3万股 | +27.3万股+293.96% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.04% | 1.08% | $2,877.7万 | 34.8万股 | $2,727.2万 | 34.3万股 | +5,650股+1.65% | 加仓 |
 BOOKING COMBKNG |
| 1.01% | 1.05% | $2,816.4万 | 15.8万股 | $2,643.2万 | 6,278股 | +15.2万股+2,416.95% | 加仓 |
 埃克森美孚XOM |
| 0.99% | 1.35% | $2,749.7万 | 20.1万股 | $3,413.4万 | 20.1万股 | -74股-0.04% | 减仓 |
| CCAPITAL CORE BALANCEDCGBL |
| 0.99% | 0.95% | $2,739.8万 | 72.2万股 | $2,396.3万 | 69.6万股 | +2.5万股+3.64% | 加仓 |
 贝莱德·INC COMBLK |
| 0.99% | 1.05% | $2,738.0万 | 2.8万股 | $2,660.5万 | 2.8万股 | +811股+2.93% | 加仓 |
 NETFLIXNFLX |
| 0.98% | 1.42% | $2,721.2万 | 38.1万股 | $3,591.4万 | 37.4万股 | +7,595股+2.03% | 加仓 |
 思科CSCO |
| 0.97% | 0.75% | $2,682.1万 | 22.8万股 | $1,888.3万 | 24.3万股 | -1.5万股-6.17% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.96% | 0.95% | $2,681.2万 | 53.2万股 | $2,391.0万 | 52.4万股 | +8,329股+1.59% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.87% | $2,637.0万 | 7.5万股 | $2,191.2万 | 7.6万股 | -1,750股-2.29% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 0.95% | 1.03% | $2,633.2万 | 118.1万股 | $2,591.0万 | 116.0万股 | +2.2万股+1.86% | 加仓 |
 康明斯CMI |
| 0.88% | 0.78% | $2,438.5万 | 3.4万股 | $1,962.8万 | 3.6万股 | -2,291股-6.28% | 减仓 |
 FLOOR & DECORFND |
| 0.84% | 0.74% | $2,336.0万 | 39.4万股 | $1,861.5万 | 36.6万股 | +2.7万股+7.40% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.83% | 0.9% | $2,315.2万 | 49.5万股 | $2,279.7万 | 48.6万股 | +9,040股+1.86% | 加仓 |
 DANAHER DEL COMDHR |
| 0.83% | 0.81% | $2,313.9万 | 12.1万股 | $2,038.2万 | 10.7万股 | +1.4万股+13.00% | 加仓 |
| IISHARES BROADUSIG |
| 0.77% | 0.82% | $2,131.6万 | 41.6万股 | $2,075.4万 | 40.5万股 | +1.0万股+2.59% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 0.75% | 0.74% | $2,071.7万 | 71.4万股 | $1,877.2万 | 64.3万股 | +7.1万股+11.01% | 加仓 |
| C资本集团股息价值CCBG |
| 0.7% | 0.65% | $1,935.7万 | 39.3万股 | $1,633.1万 | 38.4万股 | +8,908股+2.32% | 加仓 |
 瑞思迈RMD |
| 0.69% | 0.84% | $1,926.4万 | 9.9万股 | $2,132.8万 | 9.5万股 | +3,841股+4.04% | 加仓 |
 康宁GLW |
| 0.68% | 0.52% | $1,896.6万 | 7.4万股 | $1,304.2万 | 9.6万股 | -2.2万股-22.59% | 减仓 |
 FIRST AMERN FINLFAF |
| 0.67% | 0.66% | $1,875.5万 | 27.3万股 | $1,660.3万 | 27.5万股 | -1,952股-0.71% | 减仓 |
