 埃克森美孚XOM |
| 24.11% | 31.39% | $3,186.5万 | 23.3万股 | $3,964.0万 | 23.4万股 | -579股-0.25% | 减仓 |
 好市多COST |
| 7.36% | 8.24% | $972.5万 | 1.0万股 | $1,040.3万 | 1.0万股 | -44股-0.42% | 减仓 |
 苹果AAPL |
| 5.16% | 4.64% | $681.9万 | 2.4万股 | $585.4万 | 2.3万股 | +498股+2.16% | 加仓 |
 英伟达NVDA |
| 3.21% | 2.86% | $424.7万 | 2.1万股 | $360.9万 | 2.1万股 | +531股+2.57% | 加仓 |
 微软MSFT |
| 2.95% | 3.03% | $390.4万 | 1.0万股 | $382.7万 | 1.0万股 | +126股+1.22% | 加仓 |
 艾伯维ABBV |
| 2.64% | 2.38% | $348.6万 | 1.4万股 | $300.0万 | 1.4万股 | +58股+0.42% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 2.04% | 1.72% | $269.9万 | 6,851股 | $217.2万 | 6,923股 | -72股-1.04% | 减仓 |
 谷歌AGOOGL |
| 2.02% | 1.67% | $267.4万 | 7,483股 | $211.0万 | 7,338股 | +145股+1.98% | 加仓 |
| IIBMIBM |
| 1.95% | 1.69% | $258.4万 | 9,188股 | $213.8万 | 8,819股 | +369股+4.18% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.94% | 1.77% | $256.9万 | 2.1万股 | $222.9万 | 5,228股 | +1.5万股+295.79% | 加仓 |
 亚马逊AMZN |
| 1.81% | 1.46% | $239.3万 | 1.0万股 | $184.1万 | 8,837股 | +1,204股+13.62% | 加仓 |
| IiShares安硕信托IWD |
| 1.61% | 1.48% | $212.4万 | 8,762股 | $187.1万 | 8,757股 | +5股+0.06% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 1.42% | 1.27% | $187.4万 | 8,472股 | $160.7万 | 8,476股 | -4股-0.05% | 减仓 |
 可口可乐KO |
| 1.35% | 1.32% | $178.9万 | 2.2万股 | $167.0万 | 2.2万股 | +57股+0.26% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 1.3% | 1.19% | $172.1万 | 1.2万股 | $150.7万 | 1.2万股 | -4股-0.03% | 减仓 |
 强生JNJ |
| 1.25% | 1.26% | $164.6万 | 6,481股 | $158.9万 | 6,500股 | -19股-0.29% | 减仓 |
 WASTE MGMT DELWM |
| 1.24% | 1.34% | $164.0万 | 7,359股 | $169.1万 | 7,360股 | -1股-0.01% | 减仓 |
 家得宝HD |
| 1.24% | 1.23% | $164.0万 | 4,650股 | $155.1万 | 4,715股 | -65股-1.38% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.18% | 1.12% | $156.6万 | 8,655股 | $141.2万 | 8,540股 | +115股+1.35% | 加仓 |
| IiShares安硕信托IWS |
| 1.16% | 1.07% | $153.2万 | 9,307股 | $135.7万 | 9,312股 | -5股-0.05% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 0.94% | $147.6万 | 4,177股 | $118.3万 | 4,123股 | +54股+1.31% | 加仓 |
 摩根大通JPM |
| 1.08% | 1.02% | $143.1万 | 4,373股 | $129.0万 | 4,384股 | -11股-0.25% | 减仓 |
 博通AVGO |
| 1.03% | 0.87% | $135.9万 | 3,596股 | $109.6万 | 3,541股 | +55股+1.55% | 加仓 |
 礼来LLY |
| 0.94% | 0.73% | $123.9万 | 1,033股 | $92.7万 | 1,008股 | +25股+2.48% | 加仓 |
| IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB |
| 0.93% | 0.98% | $123.4万 | 2.6万股 | $124.3万 | 2.6万股 | -82股-0.32% | 减仓 |
 雅培ABT |
| 0.91% | 1.15% | $120.5万 | 1.3万股 | $145.1万 | 1.4万股 | -851股-6.02% | 减仓 |
| IiShares安硕信托EFV |
| 0.91% | 0.92% | $120.3万 | 1.6万股 | $116.7万 | 1.6万股 | +30股+0.19% | 加仓 |
| IiShares安硕信托EFG |
| 0.89% | 0.83% | $117.0万 | 9,405股 | $104.4万 | 9,377股 | +28股+0.30% | 加仓 |
 沃尔玛WMT |
| 0.86% | 0.99% | $113.4万 | 1.0万股 | $125.0万 | 1.0万股 | -41股-0.41% | 减仓 |
 美光科技MU |
| 0.82% | 0.21% | $108.4万 | 939股 | $27.1万 | 803股 | +136股+16.94% | 加仓 |
| V先锋领航全球基金VGT |
| 0.81% | 0.62% | $106.5万 | 8,913股 | $77.7万 | 1,114股 | +7,799股+700.09% | 加仓 |
 特斯拉TSLA |
| 0.77% | 0.67% | $101.9万 | 2,422股 | $85.0万 | 2,286股 | +136股+5.95% | 加仓 |
| SSPDR黄金信托GLD |
| 0.76% | 0.95% | $100.8万 | 2,737股 | $119.4万 | 2,776股 | -39股-1.40% | 减仓 |
 联合太平洋铁路UNP |
| 0.7% | 0.65% | $93.0万 | 3,418股 | $82.0万 | 3,381股 | +37股+1.09% | 加仓 |
 卡特彼勒CAT |
| 0.7% | 0.5% | $92.8万 | 871股 | $63.2万 | 892股 | -21股-2.35% | 减仓 |
 Meta平台META |
| 0.64% | 0.64% | $85.1万 | 1,511股 | $81.0万 | 1,417股 | +94股+6.63% | 加仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.53% | $77.0万 | 1,121股 | $66.5万 | 1,113股 | +8股+0.72% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.49% | $70.8万 | 948股 | $61.4万 | 944股 | +4股+0.42% | 加仓 |
 AMD超威AMD |
| 0.52% | 0.18% | $69.0万 | 1,187股 | $23.3万 | 1,147股 | +40股+3.49% | 加仓 |
 思科CSCO |
| 0.52% | 0.36% | $68.5万 | 5,834股 | $45.8万 | 5,906股 | -72股-1.22% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.48% | $68.1万 | 1,361股 | $60.0万 | 1,253股 | +108股+8.62% | 加仓 |
| FFUNDSTRAT GRANNYGRNY |
| 0.49% | 0.44% | $64.4万 | 2.3万股 | $55.6万 | 2.3万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHF |
| 0.47% | 0.44% | $62.6万 | 2.3万股 | $56.0万 | 2.3万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.47% | — | $62.0万 | 4,442股 | $0 | 0股 | +4,442股 | 新买入 |
 默沙东MRK |
| 0.46% | 0.44% | $61.1万 | 4,755股 | $55.8万 | 4,642股 | +113股+2.43% | 加仓 |
 VisaV |
| 0.44% | 0.39% | $57.5万 | 1,676股 | $49.1万 | 1,626股 | +50股+3.08% | 加仓 |
| IiShares安硕信托EEM |
| 0.43% | 0.37% | $57.0万 | 8,337股 | $47.3万 | 8,330股 | +7股+0.08% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.31% | $55.3万 | 471股 | $39.6万 | 454股 | +17股+3.74% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.42% | 0.43% | $55.3万 | 9,555股 | $54.5万 | 9,452股 | +103股+1.09% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.41% | 0.43% | $54.2万 | 2.3万股 | $54.4万 | 2.3万股 | 00.00% | 持仓不变 |
