| SSPDR标普500 ETFSPY |
| 18.01% | 19.99% | $2,867.4万 | 3.8万股 | $2,890.8万 | 4.4万股 | -6,054股-13.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 17.15% | 22.31% | $2,730.7万 | 5.5万股 | $3,226.8万 | 6.7万股 | -1.3万股-18.96% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 8.28% | 6.41% | $1,319.0万 | 12.7万股 | $926.6万 | 9.5万股 | +3.2万股+33.09% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 3.84% | — | $611.8万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| SSPDR道富系列信托BIL |
| 3.72% | 17.91% | $592.8万 | 6.5万股 | $2,589.7万 | 28.3万股 | -21.8万股-77.11% | 减仓 |
 苹果AAPL |
| 3.67% | 2.44% | $583.5万 | 2.0万股 | $352.9万 | 1.4万股 | +6,262股+45.04% | 加仓 |
| IiShares安硕信托EEM |
| 3.24% | 0.46% | $516.1万 | 7.5万股 | $66.8万 | 1.2万股 | +6.4万股+541.31% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 2.53% | 1.91% | $402.6万 | 7,707股 | $276.5万 | 5,969股 | +1,738股+29.12% | 加仓 |
 亚马逊AMZN |
| 2.37% | 1.7% | $377.6万 | 1.6万股 | $246.2万 | 1.2万股 | +4,021股+34.02% | 加仓 |
| BBANK OF AMERBAC |
| 2.09% | — | $333.0万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.79% | 7.34% | $284.5万 | 3,863股 | $1,061.2万 | 1.8万股 | -1.5万股-78.99% | 减仓 |
 杜克能源DUK |
| 1.73% | 1.14% | $275.7万 | 2.2万股 | $165.0万 | 1.3万股 | +9,180股+72.86% | 加仓 |
 谷歌AGOOGL |
| 1.62% | 0.88% | $257.8万 | 7,214股 | $126.6万 | 4,403股 | +2,811股+63.84% | 加仓 |
 迪士尼DIS |
| 1.45% | 0.66% | $231.0万 | 2.4万股 | $95.0万 | 9,858股 | +1.4万股+143.47% | 加仓 |
 英伟达NVDA |
| 1.36% | 0.21% | $217.3万 | 1.1万股 | $30.3万 | 1,739股 | +9,121股+524.50% | 加仓 |
 嘉信理财SCHW |
| 1.31% | — | $209.1万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 道明尼能源D |
| 1.22% | 0.47% | $193.6万 | 2.8万股 | $68.0万 | 1.1万股 | +1.7万股+157.77% | 加仓 |
 家得宝HD |
| 1.17% | 0.99% | $185.8万 | 5,269股 | $143.7万 | 4,369股 | +900股+20.60% | 加仓 |
 BOOKING COMBKNG |
| 1.09% | — | $173.1万 | 9,710股 | $0 | 0股 | +9,710股 | 新买入 |
 南方电力SO |
| 1.03% | — | $163.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 NETFLIXNFLX |
| 0.95% | 2.06% | $150.6万 | 2.1万股 | $297.5万 | 3.1万股 | -9,845股-31.82% | 减仓 |
 威瑞森VZ |
| 0.93% | — | $148.7万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 博通AVGO |
| 0.91% | 0.14% | $145.3万 | 3,846股 | $20.0万 | 645股 | +3,201股+496.28% | 加仓 |
 台积电TSM |
| 0.91% | 0.14% | $144.7万 | 3,030股 | $20.3万 | 600股 | +2,430股+405.00% | 加仓 |
 星座能源CEG |
| 0.83% | — | $132.9万 | 5,352股 | $0 | 0股 | +5,352股 | 新买入 |
 默沙东MRK |
| 0.76% | — | $121.3万 | 9,440股 | $0 | 0股 | +9,440股 | 新买入 |
 EVERSOURCE ENERGYES |
| 0.74% | — | $118.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 KINDER MORGAN DEL COMKMI |
| 0.73% | — | $116.7万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| G通用动力VTI |
| 0.71% | 0.7% | $113.2万 | 3,060股 | $101.5万 | 3,163股 | -103股-3.26% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.71% | — | $112.4万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 爱迪生国际EIX |
| 0.69% | — | $110.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 微软MSFT |
| 0.68% | 0.68% | $108.4万 | 2,905股 | $97.8万 | 2,643股 | +262股+9.91% | 加仓 |
 艾伯维ABBV |
| 0.67% | — | $106.9万 | 4,249股 | $0 | 0股 | +4,249股 | 新买入 |
 惠普HPQ |
| 0.62% | — | $99.3万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| PPROLOGIS COMPLD |
| 0.62% | — | $98.5万 | 7,268股 | $0 | 0股 | +7,268股 | 新买入 |
| T赛默飞世尔TMO |
| 0.61% | — | $96.6万 | 1,926股 | $0 | 0股 | +1,926股 | 新买入 |
 摩根大通JPM |
| 0.58% | — | $91.7万 | 2,802股 | $0 | 0股 | +2,802股 | 新买入 |
 REALTY INCOME COMO |
| 0.54% | — | $85.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 宝洁PG |
| 0.49% | — | $77.8万 | 5,308股 | $0 | 0股 | +5,308股 | 新买入 |
| S道富SPYX |
| 0.48% | 0.47% | $75.9万 | 1.2万股 | $68.1万 | 1.3万股 | -410股-3.19% | 减仓 |
 Meta平台META |
| 0.44% | 0.34% | $69.5万 | 1,233股 | $48.5万 | 847股 | +386股+45.57% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.43% | — | $68.6万 | 4,090股 | $0 | 0股 | +4,090股 | 新买入 |
 LOWES COS COMLOW |
| 0.41% | — | $66.0万 | 2,995股 | $0 | 0股 | +2,995股 | 新买入 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.41% | 0.39% | $64.8万 | 2,737股 | $56.6万 | 2,631股 | +106股+4.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.4% | 0.38% | $63.5万 | 4,017股 | $55.0万 | 3,714股 | +303股+8.16% | 加仓 |
 美敦力MDT |
| 0.37% | — | $59.5万 | 7,600股 | $0 | 0股 | +7,600股 | 新买入 |
| SSPDR道富系列信托SPTM |
| 0.37% | 0.36% | $59.1万 | 6,509股 | $51.6万 | 6,521股 | -12股-0.18% | 减仓 |
 埃克森美孚XOM |
| 0.33% | 0.46% | $53.1万 | 3,883股 | $65.9万 | 3,883股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.33% | — | $52.7万 | 1,061股 | $0 | 0股 | +1,061股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 0.33% | 0.32% | $52.6万 | 2,905股 | $47.0万 | 2,842股 | +63股+2.22% | 加仓 |
