 苹果AAPL |
| 7.54% | 6.52% | $1,096.2万 | 4.7万股 | $1.10亿 | 52.2万股 | -47.5万股-90.99% | 减仓 |
 微软MSFT |
| 6.01% | 5.51% | $874.0万 | 2.0万股 | $9,291.4万 | 20.8万股 | -18.8万股-90.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.41% | 5.2% | $787.0万 | 4.7万股 | $8,776.1万 | 47.8万股 | -43.1万股-90.16% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.25% | 4.43% | $764.1万 | 1.7万股 | $7,474.6万 | 18.4万股 | -16.7万股-90.97% | 减仓 |
 沃尔玛WMT |
| 4.81% | 4.37% | $699.4万 | 8.7万股 | $7,372.0万 | 108.9万股 | -100.2万股-92.05% | 减仓 |
 摩根大通JPM |
| 4.57% | 4.57% | $664.4万 | 3.2万股 | $7,703.8万 | 38.1万股 | -34.9万股-91.73% | 减仓 |
 家得宝HD |
| 4.32% | 4.19% | $627.6万 | 1.5万股 | $7,069.6万 | 20.5万股 | -19.0万股-92.46% | 减仓 |
| V先锋领航指数基金VOO |
| 3.29% | 2.55% | $478.1万 | 9,795股 | $4,306.4万 | 9.0万股 | -8.0万股-89.10% | 减仓 |
 好市多COST |
| 3.16% | 2.92% | $460.2万 | 5,191股 | $4,930.9万 | 5.8万股 | -5.3万股-91.05% | 减仓 |
 麦当劳MCD |
| 2.88% | 2.65% | $418.4万 | 1.4万股 | $4,476.6万 | 17.6万股 | -16.2万股-92.18% | 减仓 |
 联合健康UNH |
| 2.81% | 3.03% | $408.1万 | 6,981股 | $5,110.3万 | 10.0万股 | -9.3万股-93.04% | 减仓 |
| F第一信托交易所交易基金SDVY |
| 2.74% | 1.92% | $399.2万 | 11.0万股 | $3,242.9万 | 97.2万股 | -86.2万股-88.71% | 减仓 |
 宝洁PG |
| 2.54% | 2.61% | $368.7万 | 2.1万股 | $4,396.1万 | 26.7万股 | -24.5万股-92.01% | 减仓 |
 VisaV |
| 2.51% | 2.66% | $365.4万 | 1.3万股 | $4,484.8万 | 17.1万股 | -15.8万股-92.22% | 减仓 |
 CHUBB LIMITEDCB |
| 2.41% | 2.41% | $350.2万 | 1.2万股 | $4,064.2万 | 15.9万股 | -14.7万股-92.38% | 减仓 |
 洛克希德马丁LMT |
| 2.32% | 2.33% | $337.4万 | 5,772股 | $3,934.9万 | 8.4万股 | -7.8万股-93.15% | 减仓 |
 强生JNJ |
| 2.29% | 2.27% | $333.3万 | 2.1万股 | $3,832.7万 | 26.2万股 | -24.2万股-92.16% | 减仓 |
 百事可乐PEP |
| 2.25% | 2.36% | $326.9万 | 1.9万股 | $3,974.0万 | 24.1万股 | -22.2万股-92.02% | 减仓 |
 空气化工APD |
| 2.22% | 1.93% | $322.3万 | 1.1万股 | $3,254.6万 | 12.6万股 | -11.5万股-91.42% | 减仓 |
 AMGEN COMAMGN |
| 2.15% | 2.11% | $313.1万 | 9,718股 | $3,551.9万 | 11.4万股 | -10.4万股-91.45% | 减仓 |
 默沙东MRK |
| 2.1% | 2.46% | $305.3万 | 2.7万股 | $4,150.5万 | 33.5万股 | -30.8万股-91.98% | 减仓 |
 埃森哲ACN |
| 1.64% | 1.9% | $239.0万 | 6,762股 | $3,208.4万 | 10.6万股 | -9.9万股-93.61% | 减仓 |
| IiShares安硕信托IVV |
| 1.63% | 2.78% | $236.7万 | 4,104股 | $4,695.8万 | 8.6万股 | -8.2万股-95.22% | 减仓 |
 联合包裹UPSUPS |
| 1.63% | 1.89% | $236.6万 | 1.7万股 | $3,180.6万 | 23.2万股 | -21.5万股-92.53% | 减仓 |
| FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI |
| 1.62% | 2.31% | $235.7万 | 12.4万股 | $3,890.1万 | 211.8万股 | -199.4万股-94.16% | 减仓 |
 通用动力GD |
| 1.47% | 2.04% | $214.4万 | 7,095股 | $3,442.9万 | 11.9万股 | -11.2万股-94.02% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.33% | 1.76% | $194.1万 | 4.6万股 | $2,962.5万 | 75.7万股 | -71.0万股-93.86% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.27% | 1.52% | $184.2万 | 9,171股 | $2,571.4万 | 13.0万股 | -12.1万股-92.97% | 减仓 |
 HERSHEY COMHSY |
| 1.1% | 1.31% | $160.1万 | 8,350股 | $2,212.3万 | 12.0万股 | -11.2万股-93.06% | 减仓 |
 ADPADP |
| 1.08% | — | $157.0万 | 5,675股 | $0 | 0股 | +5,675股 | 新买入 |
 亚马逊AMZN |
| 1% | 0.28% | $145.0万 | 7,780股 | $476.9万 | 2.5万股 | -1.7万股-68.47% | 减仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.92% | 0.08% | $133.6万 | 2.1万股 | $127.2万 | 2.2万股 | -125股-0.58% | 减仓 |
 思科CSCO |
| 0.86% | 0.73% | $124.5万 | 2.3万股 | $1,229.6万 | 25.9万股 | -23.5万股-90.96% | 减仓 |
 ILLINOIS TOOLITW |
| 0.84% | — | $122.5万 | 4,676股 | $0 | 0股 | +4,676股 | 新买入 |
 英伟达NVDA |
| 0.74% | 0.12% | $107.7万 | 8,870股 | $207.9万 | 1.7万股 | -7,956股-47.28% | 减仓 |
| F富达·COMWLTH TRONEQ |
| 0.72% | 1.39% | $104.6万 | 1.5万股 | $2,351.6万 | 33.6万股 | -32.2万股-95.65% | 减仓 |
 Meta平台META |
| 0.64% | 0.07% | $93.4万 | 1,631股 | $110.8万 | 2,197股 | -566股-25.76% | 减仓 |
| DDimensional维度·USDFUV |
| 0.59% | 0.05% | $85.8万 | 2.1万股 | $80.8万 | 2.1万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.57% | 0.79% | $83.4万 | 1,453股 | $1,332.0万 | 2.4万股 | -2.3万股-94.06% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.53% | 0.23% | $76.5万 | 3,465股 | $384.1万 | 1.9万股 | -1.5万股-81.69% | 减仓 |
 礼来LLY |
| 0.51% | 0.08% | $74.0万 | 835股 | $138.9万 | 1,534股 | -699股-45.57% | 减仓 |
| DDimensional维度·U.S. SMALL CAP ETFDFAS |
| 0.5% | 0.04% | $73.2万 | 1.1万股 | $67.8万 | 1.1万股 | 00.00% | 持仓不变 |
| FFIDELITY QUALITY FACTOR ETFFQAL |
| 0.5% | 0.91% | $72.7万 | 1.1万股 | $1,533.2万 | 25.0万股 | -23.9万股-95.52% | 减仓 |
| IiShares安硕信托DGRO |
| 0.48% | 0.83% | $70.4万 | 1.1万股 | $1,395.1万 | 24.2万股 | -23.1万股-95.37% | 减仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 0.47% | 0.04% | $68.3万 | 1.2万股 | $63.6万 | 1.2万股 | 00.00% | 持仓不变 |
| D发现金融DFS |
| 0.41% | 0.4% | $59.6万 | 4,245股 | $668.8万 | 5.1万股 | -4.7万股-91.70% | 减仓 |
| N新纪元能源NEE |
| 0.39% | 0.37% | $56.4万 | 6,669股 | $623.3万 | 8.8万股 | -8.1万股-92.42% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.36% | 0.04% | $52.5万 | 2,650股 | $73.8万 | 4,042股 | -1,392股-34.44% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.34% | 0.03% | $49.5万 | 4,756股 | $48.0万 | 4,756股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.28% | 0.26% | $40.9万 | 1,511股 | $444.9万 | 2.0万股 | -1.9万股-92.51% | 减仓 |
