| S嘉信策略信托SCHD |
| 8.29% | 7.62% | $1,426.8万 | 45.0万股 | $1,372.4万 | 44.7万股 | +2,652股+0.59% | 加仓 |
 苹果AAPL |
| 5.4% | 4.4% | $929.5万 | 3.2万股 | $792.6万 | 3.1万股 | +894股+2.86% | 加仓 |
| SSPDR标普500 ETFSPY |
| 5.2% | 4.23% | $894.9万 | 1.2万股 | $761.8万 | 1.2万股 | +270股+2.30% | 加仓 |
 谷歌AGOOGL |
| 4.72% | 3.51% | $812.5万 | 2.3万股 | $631.6万 | 2.2万股 | +976股+4.43% | 加仓 |
 亚马逊AMZN |
| 3.85% | 3.38% | $662.0万 | 2.8万股 | $607.9万 | 2.9万股 | -1,413股-4.84% | 减仓 |
 泛林集团LRCX |
| 3.77% | 1.84% | $648.0万 | 1.5万股 | $330.6万 | 1.5万股 | -521股-3.37% | 减仓 |
 英伟达NVDA |
| 3.69% | 2.83% | $635.5万 | 3.2万股 | $509.3万 | 2.9万股 | +2,560股+8.77% | 加仓 |
 微软MSFT |
| 3.42% | 2.97% | $588.7万 | 1.6万股 | $535.7万 | 1.4万股 | +1,313股+9.07% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 3.22% | 2.72% | $553.1万 | 15.9万股 | $489.7万 | 16.1万股 | -1,687股-1.05% | 减仓 |
| S道富SPSM |
| 1.84% | 1.39% | $317.0万 | 5.5万股 | $251.0万 | 5.2万股 | +3,016股+5.81% | 加仓 |
 特斯拉TSLA |
| 1.69% | 1.43% | $291.2万 | 6,923股 | $257.0万 | 6,912股 | +11股+0.16% | 加仓 |
 Meta平台META |
| 1.62% | 1.35% | $279.1万 | 4,956股 | $243.6万 | 4,258股 | +698股+16.39% | 加仓 |
| I景顺QQQ信托VOO |
| 1.35% | 1.12% | $231.6万 | 3,145股 | $201.5万 | 3,491股 | -346股-9.91% | 减仓 |
 威瑞森VZ |
| 1.34% | 1.49% | $229.7万 | 5.4万股 | $268.8万 | 5.4万股 | +711股+1.33% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.23% | 1.06% | $211.8万 | 4,054股 | $190.2万 | 4,106股 | -52股-1.27% | 减仓 |
 思科CSCO |
| 1.18% | 0.75% | $202.9万 | 1.7万股 | $135.2万 | 1.7万股 | -150股-0.86% | 减仓 |
 辉瑞PFE |
| 1.12% | 1.18% | $192.7万 | 8.0万股 | $213.3万 | 7.6万股 | +4,074股+5.36% | 加仓 |
 英特尔INTC |
| 1.11% | 0.38% | $191.1万 | 1.4万股 | $68.7万 | 1.6万股 | -1,871股-12.03% | 减仓 |
| S嘉信策略信托SCHF |
| 1.05% | 0.77% | $180.9万 | 6.5万股 | $137.9万 | 5.6万股 | +9,593股+17.22% | 加仓 |
| Q高通QCOM |
| 1.04% | 0.73% | $178.3万 | 9,648股 | $132.2万 | 1.0万股 | -615股-5.99% | 减仓 |
 百时美施贵宝BMY |
| 0.97% | 0.96% | $166.9万 | 2.9万股 | $172.8万 | 2.8万股 | +470股+1.65% | 加仓 |
 默沙东MRK |
| 0.96% | 0.86% | $164.8万 | 1.3万股 | $154.2万 | 1.3万股 | +3股+0.02% | 加仓 |
 星巴克SBUX |
| 0.94% | 0.78% | $161.1万 | 1.6万股 | $141.0万 | 1.6万股 | +31股+0.20% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.93% | 0.8% | $160.3万 | 1.0万股 | $145.0万 | 9,787股 | +357股+3.65% | 加仓 |
 波音BA |
| 0.92% | 0.78% | $158.8万 | 7,334股 | $141.1万 | 7,091股 | +243股+3.43% | 加仓 |
 雪佛龙CVX |
| 0.92% | 1.03% | $158.4万 | 9,558股 | $185.7万 | 8,977股 | +581股+6.47% | 加仓 |
 强生JNJ |
| 0.91% | 0.86% | $157.2万 | 6,189股 | $154.1万 | 6,303股 | -114股-1.81% | 减仓 |
 好市多COST |
| 0.91% | 0.83% | $156.6万 | 1,674股 | $149.8万 | 1,503股 | +171股+11.38% | 加仓 |
| S嘉信·USSCHA |
| 0.9% | 0.66% | $155.0万 | 4.3万股 | $119.5万 | 4.1万股 | +1,791股+4.36% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.89% | 0.91% | $153.1万 | 3.4万股 | $163.3万 | 3.6万股 | -2,244股-6.16% | 减仓 |
| AAT&TT |
| 0.87% | 1.02% | $149.8万 | 7.2万股 | $184.5万 | 6.4万股 | +8,717股+13.70% | 加仓 |
| BBANK OF AMERBAC |
| 0.86% | 0.71% | $148.4万 | 2.6万股 | $128.5万 | 2.6万股 | -320股-1.21% | 减仓 |
 洛克希德马丁LMT |
| 0.86% | 0.97% | $148.3万 | 2,910股 | $175.4万 | 2,902股 | +8股+0.28% | 加仓 |
 通用动力GD |
| 0.8% | 0.74% | $138.2万 | 3,902股 | $133.9万 | 3,902股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.79% | 0.75% | $135.4万 | 1.7万股 | $136.0万 | 1.8万股 | -1,219股-6.82% | 减仓 |
 联合健康UNH |
| 0.74% | 0.46% | $127.5万 | 3,068股 | $83.5万 | 3,087股 | -19股-0.62% | 减仓 |
 宝洁PG |
| 0.73% | 0.57% | $124.8万 | 8,510股 | $102.6万 | 7,102股 | +1,408股+19.83% | 加仓 |
| V先锋领航指数基金VOO |
| 0.72% | 0.55% | $124.6万 | 1,815股 | $99.9万 | 1,671股 | +144股+8.62% | 加仓 |
 AMGEN COMAMGN |
| 0.67% | 0.59% | $116.1万 | 3,206股 | $107.0万 | 3,041股 | +165股+5.43% | 加仓 |
 NETFLIXNFLX |
| 0.67% | 0.83% | $114.6万 | 1.6万股 | $149.3万 | 1.6万股 | +524股+3.37% | 加仓 |
 摩根大通JPM |
| 0.66% | 0.6% | $113.2万 | 3,457股 | $107.6万 | 3,659股 | -202股-5.52% | 减仓 |
 卡特彼勒CAT |
| 0.65% | 0.44% | $111.3万 | 1,045股 | $78.6万 | 1,110股 | -65股-5.86% | 减仓 |
 百事可乐PEP |
| 0.59% | 0.54% | $100.9万 | 7,455股 | $96.9万 | 6,238股 | +1,217股+19.51% | 加仓 |
 AMD超威AMD |
| 0.57% | 0.21% | $98.5万 | 1,695股 | $38.1万 | 1,874股 | -179股-9.55% | 减仓 |
 雷神技术RTX |
| 0.56% | 0.51% | $96.5万 | 5,085股 | $91.1万 | 4,723股 | +362股+7.66% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.53% | 0.45% | $91.8万 | 3,057股 | $81.1万 | 3,271股 | -214股-6.54% | 减仓 |
| IiShares安硕信托IVV |
| 0.52% | 0.43% | $89.7万 | 1,198股 | $78.2万 | 1,197股 | +1股+0.08% | 加仓 |
 雅培ABT |
| 0.52% | 0.39% | $88.6万 | 9,769股 | $69.6万 | 6,779股 | +2,990股+44.11% | 加仓 |
 赛富时CRM |
| 0.51% | 0.61% | $87.7万 | 5,595股 | $109.5万 | 5,868股 | -273股-4.65% | 减仓 |
 达美航空DAL |
| 0.51% | 0.36% | $87.5万 | 9,344股 | $65.3万 | 9,829股 | -485股-4.93% | 减仓 |
