 苹果AAPL |
| 6.07% | 6.45% | $2.49亿 | 85.9万股 | $2.05亿 | 80.8万股 | +5.1万股+6.31% | 加仓 |
 英伟达NVDA |
| 5.26% | 5.48% | $2.16亿 | 107.8万股 | $1.74亿 | 99.9万股 | +7.9万股+7.88% | 加仓 |
| V先锋领航指数基金VOO |
| 3.09% | 2.77% | $1.26亿 | 18.4万股 | $8,820.5万 | 14.8万股 | +3.7万股+24.75% | 加仓 |
 微软MSFT |
| 3.03% | 3.54% | $1.24亿 | 33.3万股 | $1.12亿 | 30.4万股 | +2.9万股+9.57% | 加仓 |
 谷歌AGOOGL |
| 2.86% | 2.85% | $1.17亿 | 32.8万股 | $9,057.8万 | 31.5万股 | +1.3万股+4.03% | 加仓 |
 亚马逊AMZN |
| 2.57% | 2.52% | $1.05亿 | 44.2万股 | $8,010.2万 | 38.5万股 | +5.7万股+14.94% | 加仓 |
 摩根大通JPM |
| 2.48% | 2.51% | $1.02亿 | 31.1万股 | $7,996.1万 | 27.2万股 | +3.9万股+14.45% | 加仓 |
 宝洁PG |
| 1.89% | 2.15% | $7,760.4万 | 52.9万股 | $6,852.1万 | 47.4万股 | +5.5万股+11.56% | 加仓 |
 宣伟SHW |
| 1.88% | 2.25% | $7,704.6万 | 22.4万股 | $7,160.9万 | 22.3万股 | +369股+0.17% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 1.68% | 1.11% | $6,902.1万 | 147.0万股 | $3,528.4万 | 74.9万股 | +72.1万股+96.20% | 加仓 |
 强生JNJ |
| 1.65% | 1.63% | $6,766.0万 | 26.6万股 | $5,176.8万 | 21.2万股 | +5.5万股+25.80% | 加仓 |
 博通AVGO |
| 1.58% | 1.39% | $6,477.9万 | 17.1万股 | $4,429.8万 | 14.3万股 | +2.8万股+19.82% | 加仓 |
 AMGEN COMAMGN |
| 1.33% | 1.67% | $5,447.6万 | 15.0万股 | $5,295.5万 | 15.1万股 | -68股-0.05% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.29% | 1.02% | $5,270.0万 | 14.9万股 | $3,255.9万 | 11.4万股 | +3.6万股+31.41% | 加仓 |
| CCOLUMBIA ETF TR IRECS |
| 1.2% | 1.19% | $4,903.1万 | 113.3万股 | $3,789.9万 | 97.2万股 | +16.1万股+16.52% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 1.19% | 1.17% | $4,885.5万 | 59.2万股 | $3,714.7万 | 49.0万股 | +10.2万股+20.76% | 加仓 |
 VisaV |
| 1.17% | 0.96% | $4,810.0万 | 14.0万股 | $3,051.5万 | 10.1万股 | +3.9万股+38.86% | 加仓 |
 埃克森美孚XOM |
| 1.08% | 1.34% | $4,445.3万 | 32.5万股 | $4,253.6万 | 25.1万股 | +7.4万股+29.69% | 加仓 |
| V先锋领航债券指数基金BIV |
| 1.08% | — | $4,417.0万 | 57.6万股 | $0 | 0股 | +57.6万股 | 新买入 |
 思科CSCO |
| 0.97% | 0.78% | $3,989.4万 | 34.0万股 | $2,495.5万 | 32.2万股 | +1.8万股+5.60% | 加仓 |
 QUANTA SVCSPWR |
| 0.96% | 0.97% | $3,936.4万 | 5.5万股 | $3,075.8万 | 5.6万股 | -1,355股-2.42% | 减仓 |
 PALO ALTOPANW |
| 0.94% | 0.6% | $3,864.9万 | 11.3万股 | $1,917.1万 | 12.0万股 | -6,246股-5.22% | 减仓 |
 PROGRESSIVEPGR |
| 0.91% | 1.07% | $3,721.1万 | 17.0万股 | $3,392.5万 | 17.1万股 | -791股-0.46% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 0.88% | 1.18% | $3,589.3万 | 36.4万股 | $3,767.7万 | 44.6万股 | -8.2万股-18.33% | 减仓 |
 AMD超威AMD |
| 0.86% | 0.38% | $3,537.6万 | 6.1万股 | $1,212.2万 | 6.0万股 | +1,308股+2.19% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.8% | $3,522.5万 | 7.0万股 | $2,538.5万 | 5.3万股 | +1.7万股+32.89% | 加仓 |
 雷神技术RTX |
| 0.83% | 1.08% | $3,414.6万 | 18.0万股 | $3,448.4万 | 17.9万股 | +1,203股+0.67% | 加仓 |
 家得宝HD |
| 0.82% | 0.77% | $3,373.5万 | 9.6万股 | $2,449.8万 | 7.4万股 | +2.1万股+28.42% | 加仓 |
 艾伯维ABBV |
| 0.8% | 0.58% | $3,282.9万 | 13.0万股 | $1,841.9万 | 8.5万股 | +4.6万股+54.04% | 加仓 |
 好市多COST |
| 0.8% | 0.88% | $3,270.9万 | 3.5万股 | $2,791.0万 | 2.8万股 | +6,956股+24.83% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 0.78% | 0.98% | $3,209.5万 | 40.4万股 | $3,103.2万 | 43.2万股 | -2.8万股-6.55% | 减仓 |
 高盛GS |
| 0.77% | 0.82% | $3,159.1万 | 3.1万股 | $2,615.7万 | 3.1万股 | +317股+1.03% | 加仓 |
| IIBMIBM |
| 0.75% | 0.82% | $3,066.2万 | 10.9万股 | $2,623.0万 | 10.8万股 | +822股+0.76% | 加仓 |
 礼来LLY |
| 0.75% | 0.42% | $3,064.7万 | 2.6万股 | $1,331.5万 | 1.4万股 | +1.1万股+76.51% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.72% | 1.18% | $2,946.7万 | 127.4万股 | $3,755.6万 | 161.7万股 | -34.3万股-21.23% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.72% | $2,613.2万 | 3.5万股 | $2,289.0万 | 3.5万股 | -203股-0.58% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.61% | $2,528.6万 | 22.3万股 | $1,950.4万 | 15.7万股 | +6.6万股+42.26% | 加仓 |
 派克汉尼汾PH |
| 0.61% | 0.7% | $2,483.0万 | 2.5万股 | $2,210.8万 | 2.5万股 | +690股+2.79% | 加仓 |
 美国合众银行USB |
| 0.58% | 0.67% | $2,387.5万 | 39.5万股 | $2,126.2万 | 40.9万股 | -1.4万股-3.31% | 减仓 |
| V先锋领航指数基金VB |
| 0.58% | 0.64% | $2,367.3万 | 7.8万股 | $2,026.5万 | 7.7万股 | +723股+0.93% | 加仓 |
| Q高通QCOM |
| 0.58% | 0.52% | $2,363.8万 | 12.8万股 | $1,647.8万 | 12.8万股 | -40股-0.03% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 0.54% | 0.6% | $2,220.5万 | 9.0万股 | $1,910.6万 | 9.2万股 | -1,635股-1.78% | 减仓 |
 特斯拉TSLA |
| 0.54% | 0.3% | $2,210.4万 | 5.3万股 | $959.8万 | 2.6万股 | +2.7万股+103.56% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.53% | 0.02% | $2,166.6万 | 27.8万股 | $50.0万 | 6,372股 | +27.2万股+4,264.17% | 加仓 |
 甲骨文ORCL |
| 0.49% | 0.55% | $2,012.5万 | 13.7万股 | $1,751.7万 | 11.9万股 | +1.8万股+15.33% | 加仓 |
 Meta平台META |
| 0.49% | 0.3% | $1,996.0万 | 3.5万股 | $944.3万 | 1.7万股 | +1.9万股+114.71% | 加仓 |
 SILICON LABORATORIESSLAB |
| 0.48% | 0.56% | $1,978.4万 | 9.1万股 | $1,787.8万 | 8.6万股 | +4,631股+5.39% | 加仓 |
| F第一信托交易所交易基金RDVY |
| 0.48% | 0.53% | $1,958.5万 | 24.2万股 | $1,694.6万 | 24.8万股 | -6,575股-2.65% | 减仓 |
 雪佛龙CVX |
| 0.47% | 0.6% | $1,910.8万 | 11.5万股 | $1,899.1万 | 9.2万股 | +2.3万股+25.59% | 加仓 |
 3M COMMMM |
| 0.46% | 0.53% | $1,885.3万 | 11.6万股 | $1,693.6万 | 11.7万股 | -172股-0.15% | 减仓 |
