 英伟达NVDA |
| 5.99% | 5.73% | $3,584.6万 | 17.9万股 | $2,930.9万 | 16.8万股 | +1.1万股+6.60% | 加仓 |
 谷歌AGOOGL |
| 5.5% | 4.92% | $3,296.8万 | 9.2万股 | $2,513.2万 | 8.7万股 | +4,854股+5.55% | 加仓 |
 亚马逊AMZN |
| 3.55% | 3.42% | $2,128.9万 | 8.9万股 | $1,750.1万 | 8.4万股 | +5,290股+6.30% | 加仓 |
 苹果AAPL |
| 3.49% | 3.25% | $2,089.9万 | 7.2万股 | $1,663.2万 | 6.6万股 | +6,692股+10.21% | 加仓 |
 微软MSFT |
| 3.45% | 3.83% | $2,068.9万 | 5.5万股 | $1,958.4万 | 5.3万股 | +2,557股+4.83% | 加仓 |
 iShares安硕·MBSACGL |
| 3.3% | 4.26% | $1,976.2万 | 20.9万股 | $2,179.1万 | 22.9万股 | -2.0万股-8.90% | 减仓 |
| IiShares安硕信托IEFA |
| 3.13% | 3.32% | $1,876.4万 | 19.4万股 | $1,696.7万 | 18.7万股 | +6,872股+3.67% | 加仓 |
| IiShares安硕信托CMF |
| 3.13% | 4.42% | $1,875.0万 | 32.5万股 | $2,261.8万 | 39.8万股 | -7.2万股-18.22% | 减仓 |
 阿斯麦ASML |
| 2.71% | 2.02% | $1,623.8万 | 8,161股 | $1,034.5万 | 7,831股 | +330股+4.21% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 2.31% | 0.48% | $1,382.4万 | 13.7万股 | $244.1万 | 2.5万股 | +11.3万股+457.81% | 加仓 |
| IiShares安硕信托GVI |
| 2.21% | 2.93% | $1,321.4万 | 12.3万股 | $1,495.6万 | 14.1万股 | -1.8万股-12.85% | 减仓 |
| F第一信托·USTFMHI |
| 2.18% | 2.12% | $1,308.1万 | 27.0万股 | $1,083.8万 | 22.8万股 | +4.2万股+18.33% | 加仓 |
| SSPDR道富系列信托SPTL |
| 2.15% | 2.72% | $1,288.0万 | 49.1万股 | $1,389.0万 | 52.8万股 | -3.7万股-7.02% | 减仓 |
| SSPDR行业精选信托XLU |
| 2.03% | 2.29% | $1,216.7万 | 26.8万股 | $1,170.8万 | 25.5万股 | +1.3万股+5.18% | 加仓 |
 博通AVGO |
| 1.97% | 1.72% | $1,179.5万 | 3.1万股 | $881.4万 | 2.8万股 | +2,748股+9.65% | 加仓 |
| IiShares安硕信托IVV |
| 1.92% | 1.97% | $1,148.8万 | 1.5万股 | $1,006.3万 | 1.5万股 | -65股-0.42% | 减仓 |
| IiShares安硕信托LMUB |
| 1.77% | 1.55% | $1,059.7万 | 20.7万股 | $790.8万 | 15.8万股 | +4.8万股+30.62% | 加仓 |
 摩根大通JPM |
| 1.69% | 1.69% | $1,012.1万 | 3.1万股 | $862.6万 | 2.9万股 | +1,596股+5.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.61% | 1.65% | $963.9万 | 1.9万股 | $844.4万 | 1.8万股 | +1,642股+9.32% | 加仓 |
| S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS |
| 1.5% | 2.5% | $899.3万 | 31.0万股 | $1,279.9万 | 43.9万股 | -12.9万股-29.32% | 减仓 |
| C花旗集团C |
| 1.49% | 1.36% | $893.4万 | 6.4万股 | $695.5万 | 6.1万股 | +2,508股+4.09% | 加仓 |
| IiShares安硕信托IGIB |
| 1.43% | 1.13% | $857.3万 | 16.1万股 | $579.2万 | 10.9万股 | +5.2万股+48.15% | 加仓 |
 VanEck ETF信托MLN |
| 1.38% | 1.73% | $828.6万 | 46.6万股 | $884.8万 | 50.7万股 | -4.1万股-8.14% | 减仓 |
 飞塔FTNT |
| 1.28% | 0.76% | $766.6万 | 5.0万股 | $390.9万 | 4.8万股 | +2,068股+4.32% | 加仓 |
 优步UBER |
| 1.25% | 1.56% | $750.8万 | 10.4万股 | $796.3万 | 11.1万股 | -6,654股-6.01% | 减仓 |
 D R HORTONDHI |
| 1.19% | 1.12% | $714.8万 | 4.4万股 | $574.6万 | 4.2万股 | +2,005股+4.79% | 加仓 |
 通用动力GD |
| 1.16% | 1.2% | $695.0万 | 2.0万股 | $611.3万 | 1.8万股 | +1,807股+10.15% | 加仓 |
| S道富SPYM |
| 1.02% | 0.89% | $613.1万 | 7.0万股 | $454.0万 | 5.9万股 | +1.0万股+17.60% | 加仓 |
 好市多COST |
| 1.02% | 1.14% | $609.6万 | 6,516股 | $581.1万 | 5,831股 | +685股+11.75% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.96% | 0.98% | $573.1万 | 3.2万股 | $503.5万 | 3.0万股 | +1,222股+4.01% | 加仓 |
 林德LIN |
| 0.96% | 0.99% | $572.9万 | 1.1万股 | $504.2万 | 1.0万股 | +871股+8.57% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.92% | 0.65% | $552.7万 | 2.2万股 | $333.8万 | 2.2万股 | -414股-1.87% | 减仓 |
| S道富SPMD |
| 0.85% | 0.87% | $511.9万 | 7.6万股 | $442.3万 | 7.5万股 | +1,091股+1.46% | 加仓 |
 VisaV |
| 0.85% | 0.82% | $509.8万 | 1.5万股 | $419.2万 | 1.4万股 | +990股+7.14% | 加仓 |
 宝洁PG |
| 0.83% | 0.98% | $498.6万 | 3.4万股 | $498.7万 | 3.5万股 | -524股-1.52% | 减仓 |
 高盛GS |
| 0.8% | 0.92% | $477.5万 | 4,720股 | $469.1万 | 5,544股 | -824股-14.86% | 减仓 |
 联合健康UNH |
| 0.78% | 0.55% | $467.0万 | 1.1万股 | $280.7万 | 1.0万股 | +862股+8.31% | 加仓 |
 AUTOLIVALV |
| 0.69% | 0.68% | $411.0万 | 3.5万股 | $348.8万 | 3.3万股 | +2,209股+6.66% | 加仓 |
| IiShares安硕信托GVI |
| 0.67% | 0.79% | $404.0万 | 3.8万股 | $403.3万 | 3.8万股 | +72股+0.19% | 加仓 |
 LEIDOS COMLDOS |
| 0.67% | 0.95% | $398.4万 | 3.9万股 | $483.2万 | 3.1万股 | +7,617股+24.52% | 加仓 |
 强生JNJ |
| 0.65% | 0.67% | $391.7万 | 1.5万股 | $344.5万 | 1.4万股 | +1,331股+9.44% | 加仓 |
 NETFLIXNFLX |
| 0.65% | 0.97% | $387.7万 | 5.4万股 | $496.6万 | 5.2万股 | +2,660股+5.15% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.62% | 0.57% | $371.8万 | 2.3万股 | $289.1万 | 2.0万股 | +3,714股+18.84% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.61% | 0.6% | $367.8万 | 4.2万股 | $309.2万 | 3.9万股 | +3,130股+7.96% | 加仓 |
 Targa资源TRGP |
| 0.61% | 0.6% | $363.8万 | 1.4万股 | $307.2万 | 1.2万股 | +1,313股+10.72% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.58% | 0.57% | $346.5万 | 3.6万股 | $292.0万 | 3.3万股 | +3,010股+9.14% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.57% | 0.14% | $339.4万 | 6.7万股 | $72.6万 | 1.5万股 | +5.3万股+361.26% | 加仓 |
 IQVIAIQV |
| 0.53% | 0.49% | $320.2万 | 1.7万股 | $252.2万 | 1.5万股 | +1,783股+12.05% | 加仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.52% | 0.75% | $313.2万 | 7.3万股 | $381.8万 | 7.9万股 | -5,829股-7.36% | 减仓 |
| S道富SPSM |
| 0.52% | 0.48% | $309.9万 | 5.4万股 | $246.7万 | 5.1万股 | +2,695股+5.28% | 加仓 |
