| S嘉信·USSCHX |
| 20.46% | 19.58% | $3,347.9万 | 144.3万股 | $3,026.0万 | 45.1万股 | +99.2万股+219.99% | 加仓 |
 微软MSFT |
| 5.39% | 5.67% | $881.3万 | 2.1万股 | $876.0万 | 2.0万股 | +551股+2.71% | 加仓 |
 苹果AAPL |
| 4.69% | 4.54% | $766.8万 | 3.1万股 | $702.1万 | 3.0万股 | +489股+1.62% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.97% | 4.08% | $648.9万 | 1.1万股 | $630.5万 | 1.1万股 | +82股+0.75% | 加仓 |
 亚马逊AMZN |
| 3.21% | 2.79% | $525.2万 | 2.4万股 | $431.5万 | 2.3万股 | +779股+3.36% | 加仓 |
| F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI |
| 3.1% | — | $507.6万 | 16.6万股 | $0 | 0股 | +16.6万股 | 新买入 |
| PPacer基金信托COWZ |
| 2.85% | 2.9% | $466.1万 | 8.3万股 | $448.5万 | 7.8万股 | +4,983股+6.43% | 加仓 |
 英伟达NVDA |
| 2.84% | 2.6% | $464.8万 | 3.5万股 | $402.2万 | 3.3万股 | +1,492股+4.50% | 加仓 |
| WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG |
| 1.78% | 2.36% | $291.2万 | 6.7万股 | $364.4万 | 8.0万股 | -1.3万股-15.99% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.65% | 1.51% | $270.7万 | 9.7万股 | $233.9万 | 2.2万股 | +7.5万股+332.54% | 加仓 |
 谷歌AGOOGL |
| 1.49% | 1.35% | $243.7万 | 1.3万股 | $208.8万 | 1.3万股 | +286股+2.27% | 加仓 |
 Meta平台META |
| 1.46% | 1.38% | $239.0万 | 4,083股 | $213.0万 | 3,720股 | +363股+9.76% | 加仓 |
 摩根大通JPM |
| 1.22% | 1.08% | $199.7万 | 8,330股 | $167.7万 | 7,952股 | +378股+4.75% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 1.07% | 1.08% | $175.6万 | 6.7万股 | $167.6万 | 2.1万股 | +4.6万股+222.83% | 加仓 |
 家得宝HD |
| 0.91% | 1.14% | $149.2万 | 3,836股 | $176.5万 | 4,357股 | -521股-11.96% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.86% | 0.79% | $141.1万 | 7,409股 | $121.4万 | 7,261股 | +148股+2.04% | 加仓 |
 VisaV |
| 0.8% | 0.64% | $130.7万 | 4,136股 | $99.2万 | 3,609股 | +527股+14.60% | 加仓 |
 艾伯维ABBV |
| 0.73% | 0.81% | $119.7万 | 6,734股 | $125.4万 | 6,352股 | +382股+6.01% | 加仓 |
 博通AVGO |
| 0.73% | 0.58% | $119.5万 | 5,153股 | $88.9万 | 5,156股 | -3股-0.06% | 减仓 |
 联合健康UNH |
| 0.66% | 0.8% | $108.0万 | 2,135股 | $123.6万 | 2,114股 | +21股+0.99% | 加仓 |
 ServiceNowNOW |
| 0.65% | 0.59% | $106.5万 | 1,005股 | $90.9万 | 1,016股 | -11股-1.08% | 减仓 |
 好市多COST |
| 0.63% | 0.63% | $103.9万 | 1,134股 | $97.3万 | 1,098股 | +36股+3.28% | 加仓 |
 埃森哲ACN |
| 0.62% | 0.63% | $101.6万 | 2,887股 | $97.4万 | 2,756股 | +131股+4.75% | 加仓 |
| B纽约梅隆银行BK |
| 0.61% | 0.6% | $99.5万 | 1.3万股 | $92.7万 | 1.3万股 | +45股+0.35% | 加仓 |
 万事达MA |
| 0.59% | 0.59% | $96.3万 | 1,830股 | $90.5万 | 1,834股 | -4股-0.22% | 减仓 |
 宝洁PG |
| 0.59% | 0.64% | $96.2万 | 5,738股 | $98.3万 | 5,674股 | +64股+1.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.56% | $87.0万 | 1,919股 | $86.7万 | 1,883股 | +36股+1.91% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.51% | 0.54% | $83.5万 | 6,938股 | $84.2万 | 6,932股 | +6股+0.09% | 加仓 |
| D发现金融DFS |
| 0.5% | 0.41% | $82.6万 | 4,768股 | $64.1万 | 4,572股 | +196股+4.29% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.5% | 0.45% | $82.5万 | 2,908股 | $69.6万 | 2,475股 | +433股+17.49% | 加仓 |
 阿默普莱斯AMP |
| 0.5% | 0.45% | $81.8万 | 1,536股 | $70.0万 | 1,491股 | +45股+3.02% | 加仓 |
| T赛默飞世尔TMO |
| 0.5% | 0.67% | $81.6万 | 1,745股 | $103.0万 | 1,893股 | -148股-7.82% | 减仓 |
 ADOBE COMADBE |
| 0.49% | 0.64% | $80.2万 | 1,804股 | $98.8万 | 1,908股 | -104股-5.45% | 减仓 |
 贝莱德·INC COMBLK |
| 0.49% | 0.45% | $79.7万 | 777股 | $70.3万 | 740股 | +37股+5.00% | 加仓 |
 PAYCHEX COMPAYX |
| 0.46% | 0.44% | $75.5万 | 5,386股 | $68.3万 | 5,087股 | +299股+5.88% | 加仓 |
 财捷INTU |
| 0.46% | 0.47% | $74.9万 | 1,192股 | $72.8万 | 1,173股 | +19股+1.62% | 加仓 |
| IIBMIBM |
| 0.45% | 0.47% | $74.3万 | 3,379股 | $72.3万 | 3,268股 | +111股+3.40% | 加仓 |
 台积电TSM |
| 0.45% | 0.4% | $73.9万 | 3,741股 | $61.1万 | 3,519股 | +222股+6.31% | 加仓 |
 思科CSCO |
| 0.45% | 0.41% | $73.2万 | 1.2万股 | $63.9万 | 1.2万股 | +352股+2.93% | 加仓 |
| IiShares安硕信托IVV |
| 0.43% | 0.31% | $70.1万 | 1,191股 | $48.4万 | 839股 | +352股+41.95% | 加仓 |
 默沙东MRK |
| 0.43% | 0.59% | $70.1万 | 7,045股 | $91.9万 | 8,093股 | -1,048股-12.95% | 减仓 |
 雪佛龙CVX |
| 0.43% | 0.46% | $69.9万 | 4,828股 | $71.1万 | 4,828股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.42% | 0.39% | $69.3万 | 3,136股 | $59.6万 | 2,699股 | +437股+16.19% | 加仓 |
 FERRARI COMRACE |
| 0.41% | 0.54% | $67.1万 | 1,580股 | $82.9万 | 1,763股 | -183股-10.38% | 减仓 |
 PRIMERICAPRI |
| 0.41% | 0.42% | $66.8万 | 2,462股 | $65.3万 | 2,462股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.41% | 0.46% | $66.8万 | 2,930股 | $70.6万 | 2,866股 | +64股+2.23% | 加仓 |
 SIMPSON MFGSSD |
| 0.41% | 0.5% | $66.8万 | 4,029股 | $77.1万 | 4,029股 | 00.00% | 持仓不变 |
 实耐宝SNA |
| 0.41% | 0.35% | $66.3万 | 1,954股 | $54.1万 | 1,867股 | +87股+4.66% | 加仓 |
 ChipotleCMG |
| 0.4% | 0.39% | $66.3万 | 1.1万股 | $60.4万 | 1.0万股 | +502股+4.79% | 加仓 |
 NETFLIXNFLX |
| 0.4% | 0.35% | $65.3万 | 733股 | $53.5万 | 754股 | -21股-2.79% | 减仓 |
