 罗克韦尔自动化ROK |
| 8.83% | 6.97% | $2,071.5万 | 4.2万股 | $1,499.7万 | 4.2万股 | +52股+0.12% | 加仓 |
 苹果AAPL |
| 7.56% | 7.43% | $1,774.5万 | 6.1万股 | $1,598.1万 | 6.3万股 | -1,644股-2.61% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.83% | 3.18% | $663.3万 | 1.3万股 | $684.0万 | 1.4万股 | -1,018股-7.13% | 减仓 |
 谷歌AGOOGL |
| 2.65% | 2.41% | $621.5万 | 1.7万股 | $519.2万 | 1.8万股 | -665股-3.68% | 减仓 |
 微软MSFT |
| 2.51% | 2.72% | $588.2万 | 1.6万股 | $584.4万 | 1.6万股 | -21股-0.13% | 减仓 |
 亚马逊AMZN |
| 2.18% | 2.21% | $510.7万 | 2.1万股 | $475.0万 | 2.3万股 | -1,380股-6.05% | 减仓 |
| CCAPITAL GROUP FIXED INCOME ETFRFCI |
| 2.17% | 2.83% | $508.3万 | 22.8万股 | $609.2万 | 27.3万股 | -4.5万股-16.38% | 减仓 |
 英伟达NVDA |
| 1.97% | 2.17% | $462.1万 | 2.3万股 | $466.6万 | 2.7万股 | -3,660股-13.68% | 减仓 |
 AMETEK COMAME |
| 1.86% | 1.79% | $435.5万 | 1.8万股 | $385.8万 | 1.8万股 | 00.00% | 持仓不变 |
| J骏利亨德森JAAA |
| 1.81% | 1.44% | $424.7万 | 8.4万股 | $310.3万 | 6.2万股 | +2.2万股+36.51% | 加仓 |
| IiShares安硕信托SGOV |
| 1.69% | 1.98% | $395.9万 | 3.9万股 | $426.3万 | 4.2万股 | -3,023股-7.14% | 减仓 |
| F第一信托交易所交易基金VIFIXD |
| 1.58% | 1.33% | $370.2万 | 8.5万股 | $287.0万 | 6.6万股 | +1.9万股+28.93% | 加仓 |
| SSPDR道富系列信托BIL |
| 1.56% | 1.78% | $366.0万 | 4.0万股 | $382.7万 | 4.2万股 | -1,824股-4.37% | 减仓 |
 摩根大通JPM |
| 1.49% | 1.62% | $350.8万 | 1.1万股 | $348.7万 | 1.2万股 | -1,136股-9.58% | 减仓 |
 好市多COST |
| 1.45% | 1.87% | $339.4万 | 3,628股 | $401.3万 | 4,027股 | -399股-9.91% | 减仓 |
 博通AVGO |
| 1.4% | 1.49% | $328.0万 | 8,682股 | $321.2万 | 1.0万股 | -1,697股-16.35% | 减仓 |
 埃克森美孚XOM |
| 1.37% | 2.05% | $322.7万 | 2.4万股 | $440.1万 | 2.6万股 | -2,337股-9.01% | 减仓 |
 波音BA |
| 1.32% | 1.33% | $310.4万 | 1.4万股 | $286.9万 | 1.4万股 | -75股-0.52% | 减仓 |
| V先锋领航指数基金VOO |
| 1.3% | 0.93% | $305.7万 | 4,452股 | $200.6万 | 3,358股 | +1,094股+32.58% | 加仓 |
 特斯拉TSLA |
| 1.27% | 1.17% | $297.6万 | 7,076股 | $251.5万 | 6,764股 | +312股+4.61% | 加仓 |
 强生JNJ |
| 1.25% | 1.37% | $294.1万 | 1.2万股 | $294.7万 | 1.2万股 | -474股-3.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.14% | 1.01% | $267.9万 | 7,583股 | $216.9万 | 7,560股 | +23股+0.30% | 加仓 |
| F第一信托交易所交易基金VIUCON |
| 1.11% | 0.11% | $259.6万 | 10.4万股 | $24.1万 | 9,720股 | +9.5万股+973.51% | 加仓 |
 SKYWORKS SOLUTIONSSWKS |
| 1.09% | 0.94% | $256.7万 | 3.8万股 | $202.5万 | 3.8万股 | +50股+0.13% | 加仓 |
| IiShares安硕信托SHV |
| 1.09% | 1.23% | $255.9万 | 2.3万股 | $264.4万 | 2.4万股 | -764股-3.19% | 减仓 |
 雷神技术RTX |
| 1.06% | 1.18% | $249.3万 | 1.3万股 | $252.9万 | 1.3万股 | +28股+0.21% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.99% | 1.17% | $231.4万 | 1.8万股 | $251.5万 | 1.8万股 | +270股+1.50% | 加仓 |
 VisaV |
| 0.94% | 1.02% | $219.8万 | 6,407股 | $218.5万 | 7,231股 | -824股-11.40% | 减仓 |
| I景顺QQQ信托VOO |
| 0.91% | 0.89% | $212.9万 | 2,891股 | $192.2万 | 3,502股 | -611股-17.45% | 减仓 |
| F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM |
| 0.81% | 0.81% | $190.5万 | 3.2万股 | $175.3万 | 2.9万股 | +2,570股+8.77% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.81% | $187.5万 | 2,511股 | $174.5万 | 2,683股 | -172股-6.41% | 减仓 |
 康宁GLW |
| 0.79% | 0.48% | $186.5万 | 7,303股 | $102.8万 | 7,564股 | -261股-3.45% | 减仓 |
| J骏利·HENDERSON SECURITIZED INCOME ETFJSI |
| 0.76% | 0.14% | $178.6万 | 3.5万股 | $29.4万 | 5,704股 | +2.9万股+511.29% | 加仓 |
 泛林集团LRCX |
| 0.76% | 0.4% | $177.4万 | 4,095股 | $85.5万 | 4,000股 | +95股+2.38% | 加仓 |
 艾伯维ABBV |
| 0.74% | 0.77% | $174.8万 | 6,948股 | $166.5万 | 7,657股 | -709股-9.26% | 减仓 |
 迈威尔MRVL |
| 0.7% | 0.24% | $163.6万 | 5,491股 | $51.8万 | 5,235股 | +256股+4.89% | 加仓 |
 沃尔玛WMT |
| 0.69% | 1.02% | $161.1万 | 1.4万股 | $218.5万 | 1.8万股 | -3,354股-19.08% | 减仓 |
| IiShares安硕信托AGG |
| 0.67% | 1.18% | $157.9万 | 1.6万股 | $254.5万 | 2.6万股 | -9,692股-37.80% | 减仓 |
 雪佛龙CVX |
| 0.66% | 0.87% | $155.1万 | 9,355股 | $187.8万 | 9,076股 | +279股+3.07% | 加仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 0.66% | 0.54% | $154.4万 | 5.3万股 | $115.6万 | 4.5万股 | +7,287股+16.11% | 加仓 |
| IINVESCO SHORT TERM TREASURY ETFTBLL |
| 0.64% | 0.74% | $149.4万 | 1.4万股 | $160.1万 | 1.5万股 | -1,014股-6.68% | 减仓 |
 思科CSCO |
| 0.63% | 0.44% | $147.2万 | 1.3万股 | $95.5万 | 1.2万股 | +222股+1.80% | 加仓 |
 PIMCO CALIF MUN INC FD COMPCQ |
| 0.63% | 0.65% | $146.9万 | 16.4万股 | $140.5万 | 16.4万股 | +27股+0.02% | 加仓 |
| IIBMIBM |
| 0.61% | 0.58% | $142.7万 | 5,074股 | $125.2万 | 5,165股 | -91股-1.76% | 减仓 |
 Meta平台META |
| 0.59% | 0.79% | $138.5万 | 2,458股 | $169.6万 | 2,964股 | -506股-17.07% | 减仓 |
| IiShares安硕信托USMV |
| 0.58% | — | $137.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 礼来LLY |
| 0.58% | 0.65% | $135.8万 | 1,132股 | $139.2万 | 1,513股 | -381股-25.18% | 减仓 |
 甲骨文ORCL |
| 0.57% | 0.73% | $134.5万 | 9,181股 | $156.9万 | 1.1万股 | -1,484股-13.91% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.52% | 0.5% | $122.7万 | 2.3万股 | $107.4万 | 2.2万股 | +1,128股+5.18% | 加仓 |
 可口可乐KO |
| 0.52% | 0.53% | $121.2万 | 1.5万股 | $113.9万 | 1.5万股 | -58股-0.39% | 减仓 |
