 百事可乐PEP |
| 4.43% | 5.55% | $3.01亿 | 222.2万股 | $3.45亿 | 222.4万股 | -1,615股-0.07% | 减仓 |
 英伟达NVDA |
| 4.39% | 4.14% | $2.99亿 | 149.2万股 | $2.58亿 | 147.8万股 | +1.4万股+0.94% | 加仓 |
 苹果AAPL |
| 3.76% | 3.58% | $2.55亿 | 88.2万股 | $2.23亿 | 87.8万股 | +3,851股+0.44% | 加仓 |
 应用材料AMAT |
| 3.45% | 2.07% | $2.34亿 | 32.4万股 | $1.29亿 | 37.6万股 | -5.2万股-13.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.89% | 2.55% | $1.97亿 | 55.7万股 | $1.59亿 | 55.4万股 | +3,131股+0.57% | 加仓 |
 亚马逊AMZN |
| 2.81% | 2.58% | $1.91亿 | 80.2万股 | $1.60亿 | 77.0万股 | +3.1万股+4.05% | 加仓 |
 摩根大通JPM |
| 2.72% | 2.68% | $1.85亿 | 56.5万股 | $1.67亿 | 56.7万股 | -1,858股-0.33% | 减仓 |
 微软MSFT |
| 2.72% | 2.97% | $1.85亿 | 49.5万股 | $1.85亿 | 49.9万股 | -4,412股-0.88% | 减仓 |
 威廉姆斯WMB |
| 2.19% | 2.35% | $1.49亿 | 199.9万股 | $1.46亿 | 201.2万股 | -1.2万股-0.60% | 减仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.84% | 1.76% | $1.25亿 | 79.8万股 | $1.10亿 | 79.3万股 | +5,625股+0.71% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 1.75% | 1.9% | $1.19亿 | 514.0万股 | $1.18亿 | 508.4万股 | +5.7万股+1.11% | 加仓 |
 艾伯维ABBV |
| 1.66% | 1.41% | $1.13亿 | 44.7万股 | $8,743.0万 | 40.2万股 | +4.5万股+11.23% | 加仓 |
 南方电力SO |
| 1.6% | 1.61% | $1.09亿 | 113.9万股 | $1.00亿 | 103.9万股 | +10.0万股+9.60% | 加仓 |
 摩根士丹利MS |
| 1.54% | 1.35% | $1.05亿 | 50.1万股 | $8,383.8万 | 50.9万股 | -8,155股-1.60% | 减仓 |
 雪佛龙CVX |
| 1.52% | 2.15% | $1.04亿 | 62.5万股 | $1.34亿 | 64.6万股 | -2.1万股-3.30% | 减仓 |
| IIBMIBM |
| 1.5% | 0.97% | $1.02亿 | 36.3万股 | $6,030.2万 | 24.9万股 | +11.5万股+46.11% | 加仓 |
 埃克森美孚XOM |
| 1.5% | 2.16% | $1.02亿 | 74.6万股 | $1.34亿 | 79.1万股 | -4.5万股-5.70% | 减仓 |
 PALO ALTOPANW |
| 1.49% | 0.91% | $1.02亿 | 29.8万股 | $5,672.3万 | 35.4万股 | -5.6万股-15.80% | 减仓 |
 GE VernovaGEV |
| 1.49% | 1.23% | $1.01亿 | 8.6万股 | $7,626.3万 | 8.7万股 | -1,330股-1.52% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 1.36% | 1.25% | $9,229.8万 | 41.3万股 | $7,744.9万 | 41.5万股 | -2,522股-0.61% | 减仓 |
| IiShares安硕信托IBDT |
| 1.33% | 1.44% | $9,019.9万 | 357.2万股 | $8,948.9万 | 353.3万股 | +3.9万股+1.11% | 加仓 |
| G高盛ETF信托GINC |
| 1.3% | — | $8,805.4万 | 158.5万股 | $0 | 0股 | +158.5万股 | 新买入 |
 威瑞森VZ |
| 1.27% | 1.63% | $8,618.3万 | 203.5万股 | $1.01亿 | 201.9万股 | +1.6万股+0.82% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 1.26% | 1.24% | $8,556.2万 | 139.2万股 | $7,743.7万 | 139.5万股 | -2,597股-0.19% | 减仓 |
 安桥ENB |
| 1.19% | 1.11% | $8,062.3万 | 148.7万股 | $6,913.8万 | 127.7万股 | +21.0万股+16.46% | 加仓 |
 可口可乐KO |
| 1.09% | 1.11% | $7,408.9万 | 91.2万股 | $6,919.2万 | 91.0万股 | +1,823股+0.20% | 加仓 |
 罗克韦尔自动化ROK |
| 1.09% | 0.85% | $7,406.4万 | 15.0万股 | $5,294.4万 | 14.8万股 | +2,074股+1.41% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.05% | 1.13% | $7,110.7万 | 282.3万股 | $7,052.1万 | 279.1万股 | +3.2万股+1.15% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 1.04% | 1.13% | $7,092.2万 | 325.3万股 | $7,038.1万 | 321.5万股 | +3.8万股+1.18% | 加仓 |
 德州仪器TXN |
| 1.04% | 0.75% | $7,089.0万 | 23.8万股 | $4,691.4万 | 24.2万股 | -3,820股-1.58% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 1.03% | 1.12% | $7,015.2万 | 336.6万股 | $6,942.0万 | 331.7万股 | +4.9万股+1.49% | 加仓 |
 康宁GLW |
| 1.03% | 0.7% | $6,979.8万 | 27.3万股 | $4,329.0万 | 31.8万股 | -4.5万股-14.17% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.02% | 0.7% | $6,953.2万 | 9.3万股 | $4,343.3万 | 6.7万股 | +2.6万股+39.42% | 加仓 |
| S道富SPIB |
| 0.97% | 0.94% | $6,626.3万 | 198.0万股 | $5,831.1万 | 173.9万股 | +24.2万股+13.91% | 加仓 |
 史赛克SYK |
| 0.95% | 0.95% | $6,462.2万 | 20.5万股 | $5,897.7万 | 17.9万股 | +2.6万股+14.36% | 加仓 |
 波音BA |
| 0.92% | 0.92% | $6,244.1万 | 28.8万股 | $5,731.5万 | 28.8万股 | +482股+0.17% | 加仓 |
 REALTY INCOME COMO |
| 0.91% | 0.82% | $6,199.8万 | 100.1万股 | $5,108.8万 | 83.5万股 | +16.6万股+19.83% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.9% | 0.72% | $6,105.4万 | 102.3万股 | $4,449.3万 | 82.3万股 | +20.0万股+24.26% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.87% | $5,818.6万 | 11.6万股 | $5,400.2万 | 11.3万股 | +3,590股+3.19% | 加仓 |
 美敦力MDT |
| 0.85% | 0.88% | $5,786.6万 | 74.0万股 | $5,490.0万 | 63.4万股 | +10.6万股+16.75% | 加仓 |
 思科CSCO |
| 0.85% | 1.15% | $5,755.0万 | 49.0万股 | $7,151.9万 | 92.2万股 | -43.2万股-46.85% | 减仓 |
| SSSGA ACTIVE ETF TRWIP |
| 0.8% | 0.89% | $5,403.2万 | 136.9万股 | $5,527.6万 | 139.1万股 | -2.2万股-1.61% | 减仓 |
 特斯拉TSLA |
| 0.78% | 0.77% | $5,273.4万 | 12.5万股 | $4,784.2万 | 12.9万股 | -3,316股-2.58% | 减仓 |
 卡梅科CCJ |
| 0.77% | 0.91% | $5,257.7万 | 51.6万股 | $5,652.2万 | 52.0万股 | -4,242股-0.82% | 减仓 |
 捷普JBL |
| 0.77% | — | $5,230.5万 | 13.6万股 | $0 | 0股 | +13.6万股 | 新买入 |
 VisaV |
| 0.74% | 0.71% | $5,007.2万 | 14.6万股 | $4,433.1万 | 14.7万股 | -732股-0.50% | 减仓 |
| S嘉信策略信托SCHF |
| 0.73% | 0.72% | $4,983.1万 | 179.9万股 | $4,451.7万 | 179.9万股 | +300股+0.02% | 加仓 |
 直觉外科ISRG |
| 0.73% | 0.91% | $4,940.3万 | 12.4万股 | $5,677.0万 | 12.3万股 | +1,079股+0.88% | 加仓 |
| R力拓BBP |
| 0.72% | 0.79% | $4,918.7万 | 51.8万股 | $4,940.6万 | 53.0万股 | -1.1万股-2.16% | 减仓 |
 艺康ECL |
| 0.72% | 0.75% | $4,904.7万 | 17.6万股 | $4,660.5万 | 17.5万股 | +847股+0.48% | 加仓 |
