 苹果AAPL |
| 4.38% | 4.24% | $2,301.6万 | 8.0万股 | $2,544.1万 | 10.0万股 | -2.1万股-20.65% | 减仓 |
 摩根大通JPM |
| 3.2% | 2.28% | $1,679.4万 | 5.1万股 | $1,365.9万 | 4.6万股 | +4,874股+10.50% | 加仓 |
 英伟达NVDA |
| 3.16% | 2.51% | $1,656.5万 | 8.3万股 | $1,506.1万 | 8.6万股 | -3,574股-4.14% | 减仓 |
 亚马逊AMZN |
| 2.92% | 2.26% | $1,535.0万 | 6.4万股 | $1,356.0万 | 6.5万股 | -702股-1.08% | 减仓 |
 微软MSFT |
| 2.87% | 3.02% | $1,504.8万 | 4.0万股 | $1,814.7万 | 4.9万股 | -8,684股-17.71% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.65% | 1.97% | $1,393.1万 | 23.6万股 | $1,180.0万 | 19.8万股 | +3.8万股+19.20% | 加仓 |
 嘉信理财SCHW |
| 2.27% | 1.89% | $1,189.8万 | 12.9万股 | $1,134.9万 | 12.1万股 | +8,191股+6.78% | 加仓 |
 台积电TSM |
| 2.15% | 1.63% | $1,130.8万 | 2.4万股 | $976.8万 | 2.9万股 | -5,225股-18.08% | 减仓 |
 VisaV |
| 1.92% | 1.37% | $1,007.4万 | 2.9万股 | $823.9万 | 2.7万股 | +2,102股+7.71% | 加仓 |
 Meta平台META |
| 1.88% | 1.68% | $989.1万 | 1.8万股 | $1,005.6万 | 1.8万股 | -17股-0.10% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 1.88% | 1.6% | $987.2万 | 17.0万股 | $958.0万 | 16.4万股 | +5,973股+3.65% | 加仓 |
 威瑞森VZ |
| 1.72% | 1.59% | $904.0万 | 21.4万股 | $955.3万 | 19.0万股 | +2.3万股+12.20% | 加仓 |
 CENTRAL SECSCET |
| 1.61% | 1.27% | $845.5万 | 16.7万股 | $763.9万 | 15.0万股 | +1.7万股+11.39% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.61% | 1.59% | $843.9万 | 1.7万股 | $952.9万 | 2.0万股 | -3,021股-15.19% | 减仓 |
| CCBL &ASSOC PPTYS INC COMMON STOCKCBL |
| 1.54% | 1.45% | $807.6万 | 15.2万股 | $873.2万 | 22.7万股 | -7.5万股-33.05% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.54% | 1.15% | $806.7万 | 2.3万股 | $689.2万 | 2.4万股 | -1,193股-4.97% | 减仓 |
 Elevance健康ELV |
| 1.5% | 0.95% | $787.0万 | 2.0万股 | $573.1万 | 2.0万股 | +775股+3.96% | 加仓 |
 ALEXANDERSALX |
| 1.36% | 0.93% | $714.1万 | 2.6万股 | $560.0万 | 2.4万股 | +2,205股+9.30% | 加仓 |
 谷歌AGOOGL |
| 1.32% | 0.91% | $693.2万 | 1.9万股 | $546.8万 | 1.9万股 | +381股+2.00% | 加仓 |
| IIshares Gnma Bond EtfGNMA |
| 1.3% | 1.03% | $682.8万 | 15.4万股 | $616.6万 | 13.9万股 | +1.5万股+10.99% | 加仓 |
 TFS FINLTFSL |
| 1.26% | 0.76% | $663.1万 | 37.4万股 | $459.2万 | 32.7万股 | +4.7万股+14.49% | 加仓 |
 百事可乐PEP |
| 1.24% | 1.05% | $651.4万 | 4.8万股 | $629.3万 | 4.1万股 | +7,584股+18.72% | 加仓 |
 联合健康UNH |
| 1.19% | 0.8% | $623.4万 | 1.5万股 | $479.7万 | 1.8万股 | -2,727股-15.38% | 减仓 |
 贝莱德·MUN TARGET TERM TRBTT |
| 1.1% | 0.86% | $576.3万 | 25.3万股 | $517.7万 | 22.8万股 | +2.5万股+11.07% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 1.09% | 0.64% | $571.8万 | 12.4万股 | $385.8万 | 9.7万股 | +2.7万股+27.66% | 加仓 |
| GGLOBAL X SILVER MINERS ETFSIL |
| 1.06% | 1.09% | $556.1万 | 7.2万股 | $652.3万 | 7.2万股 | -621股-0.86% | 减仓 |
 KROGER COMKR |
| 1.05% | 1.08% | $550.0万 | 9.9万股 | $648.1万 | 9.0万股 | +9,468股+10.57% | 加仓 |
| VVanEck ETF信托GDX |
| 1.02% | 1.1% | $537.9万 | 7.1万股 | $659.7万 | 7.2万股 | -588股-0.82% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.02% | 1.57% | $533.9万 | 3.0万股 | $944.4万 | 5.7万股 | -2.8万股-48.34% | 减仓 |
| VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV |
| 0.99% | 0.72% | $517.2万 | 7.9万股 | $432.4万 | 6.7万股 | +1.3万股+19.36% | 加仓 |
 博通AVGO |
| 0.97% | 1.11% | $510.9万 | 1.4万股 | $663.4万 | 2.1万股 | -7,909股-36.90% | 减仓 |
| J骏利亨德森JAAA |
| 0.95% | 1.09% | $501.3万 | 9.9万股 | $652.2万 | 12.9万股 | -3.0万股-23.32% | 减仓 |
 AVALONBAY CMNTYS INC REITAVB |
| 0.95% | 0.35% | $499.4万 | 2.6万股 | $208.0万 | 1.3万股 | +1.4万股+107.83% | 加仓 |
 VistraVST |
| 0.93% | 0.1% | $489.2万 | 3.1万股 | $57.5万 | 3,823股 | +2.7万股+706.72% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.9% | 0.72% | $474.0万 | 19.3万股 | $431.0万 | 15.0万股 | +4.3万股+28.61% | 加仓 |
 应用材料AMAT |
| 0.87% | 0.38% | $456.9万 | 6,319股 | $226.6万 | 6,629股 | -310股-4.68% | 减仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.68% | $449.4万 | 6,001股 | $406.6万 | 6,225股 | -224股-3.60% | 减仓 |
 美高梅MGM |
| 0.8% | 0.93% | $418.4万 | 8.8万股 | $555.8万 | 15.0万股 | -6.3万股-41.72% | 减仓 |
 AERCAP SHSAER |
| 0.79% | 0.7% | $415.3万 | 2.8万股 | $418.6万 | 3.1万股 | -2,024股-6.63% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.77% | 0.68% | $403.7万 | 8.6万股 | $411.0万 | 8.8万股 | -1,300股-1.48% | 减仓 |
| SSTIFEL FINLSF |
| 0.74% | 0.76% | $389.7万 | 5.6万股 | $453.7万 | 6.1万股 | -5,525股-9.00% | 减仓 |
| DDTF TAX-FREE INCOME 2028 TERDTF |
| 0.74% | 0.64% | $388.0万 | 33.6万股 | $385.1万 | 33.6万股 | -421股-0.13% | 减仓 |
 VanEck ETF信托GDXJ |
| 0.72% | 0.77% | $378.0万 | 3.8万股 | $464.5万 | 3.9万股 | -223股-0.58% | 减仓 |
 ALBERTSONS COMPANIES INCACI |
| 0.71% | 0.69% | $370.3万 | 27.4万股 | $411.3万 | 24.1万股 | +3.2万股+13.40% | 加仓 |
 强生JNJ |
| 0.69% | 0.94% | $361.3万 | 1.4万股 | $562.7万 | 2.3万股 | -8,797股-38.21% | 减仓 |
 CHUBB LIMITEDCB |
| 0.67% | 0.67% | $352.4万 | 1.0万股 | $400.8万 | 1.2万股 | -1,955股-15.90% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.64% | 0.5% | $335.3万 | 2.2万股 | $302.8万 | 1.9万股 | +2,896股+15.04% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.63% | 0.56% | $331.5万 | 17.3万股 | $334.7万 | 17.3万股 | -53股-0.03% | 减仓 |
 思科CSCO |
| 0.61% | 0.66% | $320.3万 | 2.7万股 | $394.1万 | 5.1万股 | -2.4万股-46.31% | 减仓 |
 森科能源SU |
| 0.59% | 0.67% | $310.1万 | 5.8万股 | $401.6万 | 6.1万股 | -2,973股-4.89% | 减仓 |
