 苹果AAPL |
| 14.26% | 14.12% | $3,679.7万 | 12.7万股 | $3,272.3万 | 12.9万股 | -1,768股-1.37% | 减仓 |
| J摩根大通交易所交易基金JGRO |
| 6.36% | 5.86% | $1,641.4万 | 16.6万股 | $1,359.0万 | 16.1万股 | +5,694股+3.54% | 加仓 |
 卡特彼勒CAT |
| 5.06% | 3.9% | $1,306.9万 | 1.2万股 | $904.8万 | 1.3万股 | -499股-3.91% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 4.6% | 4.95% | $1,186.9万 | 26.1万股 | $1,147.5万 | 25.2万股 | +9,379股+3.73% | 加仓 |
 亚马逊AMZN |
| 4.29% | 4.06% | $1,106.2万 | 4.6万股 | $940.5万 | 4.5万股 | +1,256股+2.78% | 加仓 |
 英伟达NVDA |
| 4.27% | 4.1% | $1,102.7万 | 5.5万股 | $949.9万 | 5.4万股 | +644股+1.18% | 加仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 4.19% | 3.99% | $1,081.9万 | 10.7万股 | $925.7万 | 9.2万股 | +1.5万股+16.59% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA |
| 3.59% | 3.47% | $925.6万 | 11.7万股 | $804.4万 | 11.2万股 | +4,454股+3.97% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.28% | 2.9% | $847.5万 | 2.4万股 | $671.5万 | 2.3万股 | +576股+2.46% | 加仓 |
 微软MSFT |
| 2.86% | 3.27% | $738.0万 | 2.0万股 | $758.8万 | 2.0万股 | -714股-3.48% | 减仓 |
| IiShares安硕信托IVW |
| 2.43% | 2.19% | $627.5万 | 4.6万股 | $507.4万 | 4.5万股 | +766股+1.71% | 加仓 |
| SSPDR黄金信托GLD |
| 2.39% | 3.03% | $616.0万 | 1.7万股 | $701.5万 | 1.6万股 | +419股+2.57% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.2% | 2.3% | $567.1万 | 1.1万股 | $532.6万 | 1.1万股 | +217股+1.95% | 加仓 |
| IiShares安硕·S&PIVE |
| 2.09% | 2.08% | $539.7万 | 2.4万股 | $481.7万 | 2.3万股 | +955股+4.19% | 加仓 |
 摩根大通JPM |
| 1.92% | 1.85% | $494.8万 | 1.5万股 | $429.8万 | 1.5万股 | +507股+3.47% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.89% | 2% | $488.8万 | 6,546股 | $464.3万 | 7,139股 | -593股-8.31% | 减仓 |
 谷歌AGOOGL |
| 1.64% | 1.47% | $424.1万 | 1.2万股 | $340.0万 | 1.2万股 | +42股+0.36% | 加仓 |
 ShopifySHOP |
| 1.46% | 1.6% | $376.9万 | 3.3万股 | $370.3万 | 3.1万股 | +1,785股+5.72% | 加仓 |
 AMGEN COMAMGN |
| 1.32% | 1.49% | $341.4万 | 9,427股 | $344.7万 | 9,796股 | -369股-3.77% | 减仓 |
 黑石集团BX |
| 1.26% | 1.35% | $324.8万 | 2.8万股 | $313.4万 | 2.7万股 | +343股+1.26% | 加仓 |
 RENASANTRNST |
| 1.19% | 1.12% | $308.0万 | 7.2万股 | $260.7万 | 7.2万股 | +264股+0.37% | 加仓 |
| AAT&TT |
| 1.07% | 1.67% | $276.2万 | 13.3万股 | $386.7万 | 13.3万股 | +27股+0.02% | 加仓 |
 埃克森美孚XOM |
| 1.05% | 1.42% | $271.6万 | 2.0万股 | $328.5万 | 1.9万股 | +504股+2.60% | 加仓 |
 礼来LLY |
| 0.92% | 0.65% | $238.5万 | 1,988股 | $150.5万 | 1,636股 | +352股+21.52% | 加仓 |
| FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI |
| 0.9% | 0.78% | $233.6万 | 7.9万股 | $181.7万 | 7.1万股 | +8,328股+11.71% | 加仓 |
| V先锋领航指数基金VOO |
| 0.89% | 0.86% | $230.5万 | 3,356股 | $200.0万 | 3,347股 | +9股+0.27% | 加仓 |
 沃尔玛WMT |
| 0.86% | 1.08% | $221.6万 | 2.0万股 | $249.5万 | 2.0万股 | -508股-2.53% | 减仓 |
 REDDIT CL ARDDT |
| 0.76% | 0.63% | $195.0万 | 1.1万股 | $146.2万 | 1.1万股 | +373股+3.43% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.75% | 0.43% | $194.8万 | 3,041股 | $99.9万 | 3,039股 | +2股+0.07% | 加仓 |
| FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG |
| 0.66% | 0.64% | $170.2万 | 3.4万股 | $147.9万 | 3.0万股 | +3,343股+11.01% | 加仓 |
| F第一信托·USTFDN |
| 0.64% | 0.64% | $166.0万 | 6,269股 | $147.5万 | 6,304股 | -35股-0.56% | 减仓 |
 AMD超威AMD |
| 0.56% | 0.23% | $144.7万 | 2,491股 | $54.1万 | 2,659股 | -168股-6.32% | 减仓 |
| V先锋领航斯科茨代尔基金VONG |
| 0.51% | 0.49% | $131.7万 | 1.0万股 | $113.2万 | 1.0万股 | -18股-0.17% | 减仓 |
 VisaV |
| 0.5% | 0.47% | $129.9万 | 3,786股 | $107.8万 | 3,568股 | +218股+6.11% | 加仓 |
| I景顺QQQ信托VOO |
| 0.46% | 0.38% | $118.6万 | 1,611股 | $87.2万 | 1,511股 | +100股+6.62% | 加仓 |
 美国运通AXP |
| 0.46% | 0.46% | $118.0万 | 3,488股 | $107.6万 | 3,556股 | -68股-1.91% | 减仓 |
 艾伯维ABBV |
| 0.45% | 0.47% | $117.2万 | 4,658股 | $109.3万 | 5,025股 | -367股-7.30% | 减仓 |
| IiShares安硕信托ITA |
| 0.44% | 1.05% | $113.9万 | 4,700股 | $243.3万 | 1.1万股 | -6,420股-57.73% | 减仓 |
 帕兰提尔PLTR |
| 0.42% | 0.63% | $108.1万 | 9,263股 | $145.5万 | 9,950股 | -687股-6.90% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.38% | 0.33% | $99.0万 | 1.9万股 | $77.5万 | 1.6万股 | +3,964股+25.56% | 加仓 |
 MURPHY OILMUR |
| 0.38% | 0.54% | $99.0万 | 3.0万股 | $124.3万 | 3.0万股 | +263股+0.87% | 加仓 |
 博通AVGO |
| 0.36% | 0.26% | $92.0万 | 2,437股 | $60.0万 | 1,937股 | +500股+25.81% | 加仓 |
 默沙东MRK |
| 0.36% | 0.37% | $91.8万 | 7,143股 | $85.1万 | 7,074股 | +69股+0.98% | 加仓 |
| IiShares白银信托SLV |
| 0.32% | 0.46% | $83.3万 | 1.6万股 | $106.2万 | 1.6万股 | -10股-0.06% | 减仓 |
| J摩根大通交易所交易基金JEPI |
| 0.29% | 0.35% | $75.7万 | 1.3万股 | $80.4万 | 1.4万股 | -795股-5.60% | 减仓 |
| IiShares安硕信托IVV |
| 0.29% | 0.28% | $73.9万 | 987股 | $64.4万 | 986股 | +1股+0.10% | 加仓 |
 强生JNJ |
| 0.28% | 0.29% | $73.2万 | 2,880股 | $67.9万 | 2,778股 | +102股+3.67% | 加仓 |
 特斯拉TSLA |
| 0.27% | 0.24% | $69.3万 | 1,648股 | $55.9万 | 1,504股 | +144股+9.57% | 加仓 |
 联合健康UNH |
| 0.27% | 0.24% | $68.9万 | 1,658股 | $55.0万 | 2,032股 | -374股-18.41% | 减仓 |
 MURPHY USAMUSA |
| 0.26% | 0.26% | $66.7万 | 1,238股 | $61.1万 | 1,236股 | +2股+0.16% | 加仓 |
