 苹果AAPL |
| 7.72% | 7.98% | $1,272.6万 | 4.4万股 | $1,135.1万 | 4.5万股 | -745股-1.67% | 减仓 |
| V先锋领航指数基金VTV |
| 4.59% | 4.77% | $755.7万 | 3.5万股 | $679.0万 | 3.5万股 | +73股+0.21% | 加仓 |
| V先锋领航指数基金VUG |
| 4.55% | 4.48% | $749.4万 | 8.7万股 | $637.7万 | 1.5万股 | +7.2万股+495.93% | 加仓 |
| SSPDR标普500 ETFSPY |
| 3.57% | 3.65% | $588.8万 | 7,885股 | $519.3万 | 7,985股 | -100股-1.25% | 减仓 |
| V先锋领航·FTSEVEA |
| 3.31% | 3.58% | $545.9万 | 7.7万股 | $508.8万 | 7.9万股 | -2,776股-3.50% | 减仓 |
 谷歌AGOOGL |
| 3.12% | 2.92% | $514.4万 | 1.4万股 | $415.5万 | 1.4万股 | -56股-0.39% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 2.64% | 2.73% | $435.1万 | 7.1万股 | $388.1万 | 7.1万股 | -89股-0.13% | 减仓 |
 英伟达NVDA |
| 2.46% | 2.57% | $405.6万 | 2.0万股 | $365.8万 | 2.1万股 | -700股-3.34% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.44% | 1.96% | $401.4万 | 2.1万股 | $278.8万 | 2.1万股 | +87股+0.41% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.3% | 2.64% | $379.0万 | 7,575股 | $375.5万 | 7,835股 | -260股-3.32% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.16% | 2.31% | $355.0万 | 2.2万股 | $328.9万 | 2.2万股 | -57股-0.25% | 减仓 |
 泛林集团LRCX |
| 2.08% | 1.22% | $342.3万 | 7,900股 | $173.1万 | 8,100股 | -200股-2.47% | 减仓 |
 微软MSFT |
| 1.98% | 2.34% | $326.7万 | 8,758股 | $333.0万 | 8,996股 | -238股-2.65% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.89% | 2.02% | $311.3万 | 5.8万股 | $287.7万 | 5.8万股 | -208股-0.36% | 减仓 |
 礼来LLY |
| 1.72% | 1.54% | $282.9万 | 2,359股 | $219.0万 | 2,381股 | -22股-0.92% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.65% | 1.74% | $272.3万 | 1.3万股 | $247.5万 | 1.3万股 | -101股-0.78% | 减仓 |
| SSANDISK COMSNDK |
| 1.52% | 0.49% | $250.1万 | 1,100股 | $70.2万 | 1,105股 | -5股-0.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.44% | 1.45% | $237.7万 | 6,728股 | $205.9万 | 7,177股 | -449股-6.26% | 减仓 |
 亚马逊AMZN |
| 1.32% | 1.34% | $218.3万 | 9,158股 | $190.7万 | 9,158股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 1.3% | 0.64% | $214.0万 | 3,350股 | $91.0万 | 3,365股 | -15股-0.45% | 减仓 |
| V先锋领航·MIDVO |
| 1.27% | 1.33% | $209.7万 | 2.6万股 | $189.3万 | 6,590股 | +1.9万股+294.86% | 加仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 1.17% | 1.36% | $193.3万 | 6.4万股 | $193.9万 | 6.4万股 | -61股-0.09% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.13% | 1.32% | $186.4万 | 4.1万股 | $187.6万 | 4.1万股 | +239股+0.58% | 加仓 |
 沃尔玛WMT |
| 1.08% | 1.38% | $178.7万 | 1.6万股 | $196.1万 | 1.6万股 | +5股+0.03% | 加仓 |
| S嘉信·USSCHA |
| 1.03% | 0.97% | $170.2万 | 4.7万股 | $138.6万 | 4.8万股 | -558股-1.17% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.95% | 0.99% | $156.1万 | 3.1万股 | $141.0万 | 2.8万股 | +3,004股+10.78% | 加仓 |
| S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.94% | 0.96% | $154.6万 | 1.4万股 | $136.4万 | 1.4万股 | -249股-1.73% | 减仓 |
| S道富SPAB |
| 0.94% | 1.09% | $154.1万 | 6.0万股 | $155.6万 | 6.1万股 | -326股-0.54% | 减仓 |
 好市多COST |
| 0.91% | 1.13% | $149.1万 | 1,594股 | $161.3万 | 1,619股 | -25股-1.54% | 减仓 |
| S道富·EET SPDR MSCI ACWI EX-US ETFCWI |
| 0.9% | 0.95% | $147.8万 | 3.6万股 | $134.8万 | 3.7万股 | -504股-1.37% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.82% | 0.93% | $134.5万 | 1.8万股 | $132.3万 | 1.8万股 | -142股-0.78% | 减仓 |
 Meta平台META |
| 0.79% | 0.93% | $129.6万 | 2,300股 | $131.6万 | 2,300股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.76% | 0.85% | $125.0万 | 1,278股 | $120.7万 | 1,348股 | -70股-5.19% | 减仓 |
 NETFLIXNFLX |
| 0.75% | 1.18% | $124.2万 | 1.7万股 | $168.3万 | 1.8万股 | -100股-0.57% | 减仓 |
 英特尔INTC |
| 0.75% | 0.29% | $123.9万 | 8,871股 | $40.9万 | 9,271股 | -400股-4.31% | 减仓 |
 强生JNJ |
| 0.74% | 0.82% | $121.1万 | 4,770股 | $116.3万 | 4,756股 | +14股+0.29% | 加仓 |
 美光科技MU |
| 0.73% | 0.32% | $119.5万 | 1,035股 | $45.1万 | 1,335股 | -300股-22.47% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.72% | 0.81% | $118.2万 | 4,538股 | $114.6万 | 4,638股 | -100股-2.16% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 0.72% | 0.8% | $117.8万 | 3.5万股 | $114.2万 | 3.4万股 | +1,100股+3.25% | 加仓 |
 联合健康UNH |
| 0.7% | 0.54% | $114.7万 | 2,759股 | $76.7万 | 2,836股 | -77股-2.72% | 减仓 |
 TJXTJX |
| 0.67% | 0.82% | $110.2万 | 7,275股 | $116.2万 | 7,275股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.67% | 0.76% | $109.7万 | 2,188股 | $107.5万 | 2,188股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.61% | 0.63% | $99.7万 | 3,046股 | $89.6万 | 3,046股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.6% | 0.7% | $99.1万 | 6,760股 | $100.2万 | 6,810股 | -50股-0.73% | 减仓 |
 卡特彼勒CAT |
| 0.59% | 0.45% | $97.2万 | 913股 | $64.7万 | 913股 | 00.00% | 持仓不变 |
| F第一信托交易所交易基金VIFIXD |
| 0.58% | 0.64% | $95.4万 | 2.2万股 | $90.7万 | 2.1万股 | +1,079股+5.19% | 加仓 |
 CencoraCOR |
| 0.5% | 0.66% | $82.1万 | 2,900股 | $94.2万 | 3,000股 | -100股-3.33% | 减仓 |
| N新纪元能源NEE |
| 0.48% | — | $79.6万 | 9,065股 | $0 | 0股 | +9,065股 | 新买入 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 0.48% | 0.47% | $79.5万 | 7,375股 | $67.5万 | 7,375股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.48% | 0.54% | $79.3万 | 1.4万股 | $76.7万 | 1.4万股 | +512股+3.78% | 加仓 |
