 谷歌AGOOGL |
| 5.5% | 4.36% | $566.1万 | 1.6万股 | $432.9万 | 1.5万股 | +787股+5.23% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.01% | 5.22% | $515.0万 | 1.0万股 | $518.3万 | 1.1万股 | -525股-4.85% | 减仓 |
 苹果AAPL |
| 4.2% | 3.41% | $432.6万 | 1.5万股 | $338.8万 | 1.3万股 | +1,600股+11.98% | 加仓 |
 微软MSFT |
| 4.19% | 4.35% | $431.5万 | 1.2万股 | $432.1万 | 1.2万股 | -103股-0.88% | 减仓 |
| V先锋领航指数基金VOO |
| 3.66% | 3.25% | $377.0万 | 5,489股 | $322.7万 | 5,401股 | +88股+1.63% | 加仓 |
| I景顺QQQ信托VOO |
| 2.7% | 2.47% | $277.7万 | 3,771股 | $245.8万 | 4,259股 | -488股-11.46% | 减仓 |
| IiShares安硕信托PFF |
| 2.39% | 2.48% | $246.2万 | 8.1万股 | $246.4万 | 8.1万股 | -513股-0.63% | 减仓 |
| IiShares安硕信托DVY |
| 2.22% | 2.23% | $228.2万 | 1.5万股 | $221.6万 | 1.5万股 | -38股-0.26% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.06% | 1.81% | $212.4万 | 5,349股 | $180.3万 | 5,667股 | -318股-5.61% | 减仓 |
 埃克森美孚XOM |
| 2% | 2.59% | $205.7万 | 1.5万股 | $257.0万 | 1.5万股 | -100股-0.66% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.96% | 2.11% | $201.7万 | 2.4万股 | $209.9万 | 2.6万股 | -1,954股-7.41% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.92% | 1.55% | $197.8万 | 1.0万股 | $154.1万 | 1.2万股 | -1,210股-10.44% | 减仓 |
 亚马逊AMZN |
| 1.84% | 1.7% | $189.0万 | 7,928股 | $168.4万 | 8,088股 | -160股-1.98% | 减仓 |
 摩根大通JPM |
| 1.83% | 1.81% | $187.9万 | 5,740股 | $180.3万 | 6,130股 | -390股-6.36% | 减仓 |
 沃尔玛WMT |
| 1.79% | 2.06% | $184.7万 | 1.6万股 | $204.4万 | 1.6万股 | -145股-0.88% | 减仓 |
 强生JNJ |
| 1.76% | 1.81% | $181.6万 | 7,150股 | $179.4万 | 7,340股 | -190股-2.59% | 减仓 |
 通用动力GD |
| 1.63% | 1.7% | $167.7万 | 4,735股 | $168.7万 | 4,915股 | -180股-3.66% | 减仓 |
 台积电TSM |
| 1.59% | 1.16% | $163.8万 | 3,429股 | $115.6万 | 3,420股 | +9股+0.26% | 加仓 |
 百事可乐PEP |
| 1.58% | 1.8% | $162.9万 | 1.2万股 | $179.3万 | 1.2万股 | +488股+4.23% | 加仓 |
 安桥ENB |
| 1.53% | 1.62% | $156.9万 | 2.9万股 | $160.9万 | 3.0万股 | -775股-2.61% | 减仓 |
 LOWES COS COMLOW |
| 1.5% | 1.45% | $154.0万 | 6,983股 | $144.0万 | 6,093股 | +890股+14.61% | 加仓 |
 麦当劳MCD |
| 1.49% | 1.82% | $153.6万 | 5,683股 | $180.7万 | 5,815股 | -132股-2.27% | 减仓 |
 卡特彼勒CAT |
| 1.4% | 0.94% | $143.5万 | 1,348股 | $93.7万 | 1,323股 | +25股+1.89% | 加仓 |
 VisaV |
| 1.3% | 1.26% | $134.1万 | 3,910股 | $125.3万 | 4,145股 | -235股-5.67% | 减仓 |
 思科CSCO |
| 1.29% | 0.92% | $133.2万 | 1.1万股 | $91.8万 | 1.2万股 | -486股-4.11% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.22% | 1.45% | $125.4万 | 2.4万股 | $144.5万 | 2.4万股 | +30股+0.13% | 加仓 |
| B纽约梅隆银行BK |
| 1.21% | 1.03% | $124.4万 | 8,605股 | $102.4万 | 8,635股 | -30股-0.35% | 减仓 |
 CencoraCOR |
| 1.19% | 1.42% | $122.5万 | 4,330股 | $141.4万 | 4,500股 | -170股-3.78% | 减仓 |
 甲骨文ORCL |
| 1.15% | 1.22% | $118.3万 | 8,073股 | $120.9万 | 8,217股 | -144股-1.75% | 减仓 |
 Elevance健康ELV |
| 1.11% | 0.88% | $114.0万 | 2,947股 | $87.7万 | 2,997股 | -50股-1.67% | 减仓 |
 家得宝HD |
| 1.07% | 1.09% | $110.0万 | 3,120股 | $108.7万 | 3,305股 | -185股-5.60% | 减仓 |
 MCKESSON COMMCK |
| 1.06% | 1.29% | $108.8万 | 1,440股 | $128.5万 | 1,485股 | -45股-3.03% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.94% | 0.94% | $96.4万 | 1.8万股 | $93.7万 | 1.9万股 | -995股-5.24% | 减仓 |
 万事达MA |
| 0.92% | 0.92% | $94.3万 | 1,837股 | $91.8万 | 1,837股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.91% | 0.99% | $93.6万 | 6,385股 | $98.5万 | 6,820股 | -435股-6.38% | 减仓 |
 CVS健康CVS |
| 0.9% | 0.65% | $92.9万 | 8,985股 | $64.9万 | 9,035股 | -50股-0.55% | 减仓 |
 诺华NVS |
| 0.88% | 0.92% | $90.7万 | 5,790股 | $91.5万 | 5,990股 | -200股-3.34% | 减仓 |
 霍尼韦尔HON |
| 0.85% | 0.9% | $87.8万 | 3,922股 | $89.8万 | 3,972股 | -50股-1.26% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.82% | 0.8% | $84.5万 | 1,617股 | $79.8万 | 1,722股 | -105股-6.10% | 减仓 |
 联合太平洋铁路UNP |
| 0.81% | 0.76% | $83.6万 | 3,072股 | $75.7万 | 3,122股 | -50股-1.60% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.81% | 0.83% | $83.6万 | 1.6万股 | $82.3万 | 1.6万股 | -24股-0.15% | 减仓 |
 可口可乐KO |
| 0.81% | 0.8% | $83.1万 | 1.0万股 | $79.3万 | 1.0万股 | -200股-1.92% | 减仓 |
 Meta平台META |
| 0.8% | 0.85% | $82.3万 | 1,461股 | $84.6万 | 1,479股 | -18股-1.22% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.76% | 0.74% | $78.7万 | 7,574股 | $73.1万 | 7,531股 | +43股+0.57% | 加仓 |
| V先锋领航全球基金VOX |
| 0.75% | 0.76% | $76.9万 | 4,180股 | $75.2万 | 4,180股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWC |
| 0.73% | 0.64% | $75.0万 | 3,750股 | $63.8万 | 4,000股 | -250股-6.25% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.73% | 0.7% | $74.8万 | 1.7万股 | $69.7万 | 1.7万股 | -100股-0.59% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.69% | 0.81% | $71.2万 | 1.2万股 | $80.1万 | 1.4万股 | -1,595股-11.47% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.68% | 0.74% | $69.9万 | 936股 | $73.9万 | 1,136股 | -200股-17.61% | 减仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.68% | 0.79% | $69.9万 | 1.6万股 | $78.6万 | 1.6万股 | +60股+0.37% | 加仓 |
