 苹果AAPL |
| 9.28% | 9.05% | $9,448.9万 | 32.7万股 | $8,450.1万 | 33.3万股 | -6,410股-1.93% | 减仓 |
 谷歌AGOOGL |
| 4.4% | 3.88% | $4,475.4万 | 12.5万股 | $3,623.6万 | 12.6万股 | -778股-0.62% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.31% | 3.93% | $4,390.8万 | 12.4万股 | $3,668.2万 | 12.8万股 | -3,604股-2.82% | 减仓 |
 亚马逊AMZN |
| 3.71% | 3.58% | $3,778.6万 | 15.9万股 | $3,341.1万 | 16.0万股 | -1,880股-1.17% | 减仓 |
| V先锋领航指数基金VUG |
| 3.61% | 4.37% | $3,674.0万 | 42.7万股 | $4,078.9万 | 9.3万股 | +33.3万股+356.74% | 加仓 |
 泛林集团LRCX |
| 2.68% | 1.55% | $2,722.7万 | 6.3万股 | $1,443.3万 | 6.7万股 | -4,637股-6.87% | 减仓 |
 摩根大通JPM |
| 2.63% | 2.64% | $2,674.1万 | 8.2万股 | $2,462.6万 | 8.4万股 | -2,023股-2.42% | 减仓 |
 微软MSFT |
| 2.35% | 2.46% | $2,396.1万 | 6.4万股 | $2,299.3万 | 6.2万股 | +2,119股+3.41% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.29% | 1.85% | $2,331.3万 | 9.2万股 | $1,729.4万 | 9.5万股 | -2,897股-3.04% | 减仓 |
 英伟达NVDA |
| 1.91% | 1.44% | $1,941.9万 | 9.7万股 | $1,341.7万 | 7.7万股 | +2.0万股+26.16% | 加仓 |
 XPOXPO |
| 1.88% | 1.98% | $1,909.7万 | 9.3万股 | $1,851.6万 | 9.5万股 | -2,146股-2.25% | 减仓 |
 VisaV |
| 1.73% | 1.69% | $1,759.2万 | 5.1万股 | $1,575.6万 | 5.2万股 | -854股-1.64% | 减仓 |
 强生JNJ |
| 1.69% | 1.83% | $1,718.0万 | 6.8万股 | $1,707.6万 | 7.0万股 | -2,213股-3.17% | 减仓 |
| V先锋领航指数基金VOO |
| 1.66% | 1.63% | $1,685.3万 | 2.5万股 | $1,518.3万 | 2.5万股 | -872股-3.43% | 减仓 |
 多佛DOV |
| 1.41% | 1.47% | $1,437.9万 | 6.4万股 | $1,373.3万 | 6.6万股 | -1,771股-2.69% | 减仓 |
 万事达MA |
| 1.29% | 1.4% | $1,316.8万 | 2.6万股 | $1,307.1万 | 2.6万股 | -521股-1.99% | 减仓 |
 BROADSTONE NET LEASEBNL |
| 1.25% | 1.37% | $1,269.3万 | 61.4万股 | $1,281.4万 | 69.0万股 | -7.6万股-11.04% | 减仓 |
 沃尔玛WMT |
| 1.25% | 1.53% | $1,268.1万 | 11.2万股 | $1,431.2万 | 11.5万股 | -2,965股-2.58% | 减仓 |
| S道富XLI |
| 1.21% | 1.22% | $1,235.1万 | 6.7万股 | $1,137.3万 | 7.0万股 | -3,639股-5.17% | 减仓 |
 TJXTJX |
| 1.15% | 1.31% | $1,166.0万 | 7.7万股 | $1,223.6万 | 7.7万股 | +346股+0.45% | 加仓 |
 DANAHER DEL COMDHR |
| 1.14% | 1.26% | $1,158.6万 | 6.1万股 | $1,181.1万 | 6.2万股 | -1,339股-2.15% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.13% | 0.94% | $1,152.7万 | 6.1万股 | $875.0万 | 6.6万股 | -5,336股-8.10% | 减仓 |
 直觉外科ISRG |
| 1.06% | 1.35% | $1,074.5万 | 2.7万股 | $1,260.5万 | 2.7万股 | -324股-1.18% | 减仓 |
 卡特彼勒CAT |
| 1.02% | 0.75% | $1,039.8万 | 9,764股 | $705.1万 | 9,953股 | -189股-1.90% | 减仓 |
 CHUBB LIMITEDCB |
| 0.98% | 1.03% | $994.5万 | 2.9万股 | $964.6万 | 3.0万股 | -320股-1.08% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.96% | 1% | $978.7万 | 18.3万股 | $933.6万 | 18.9万股 | -6,552股-3.46% | 减仓 |
| T赛默飞世尔TMO |
| 0.95% | 1.04% | $967.6万 | 1.9万股 | $969.5万 | 2.0万股 | -405股-2.06% | 减仓 |
 波音BA |
| 0.86% | 0.87% | $879.5万 | 4.1万股 | $812.6万 | 4.1万股 | -199股-0.49% | 减仓 |
| QQXOQXO |
| 0.82% | 0.71% | $832.1万 | 48.2万股 | $665.7万 | 34.3万股 | +13.9万股+40.49% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.79% | 0.72% | $807.2万 | 2.0万股 | $668.4万 | 2.1万股 | -683股-3.25% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.78% | 0.89% | $794.0万 | 13.7万股 | $828.9万 | 14.3万股 | -5,304股-3.72% | 减仓 |
 默沙东MRK |
| 0.74% | 0.77% | $754.3万 | 5.9万股 | $723.6万 | 6.0万股 | -1,028股-1.72% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.73% | 0.74% | $743.8万 | 4.7万股 | $689.5万 | 4.7万股 | +515股+1.11% | 加仓 |
 美光科技MU |
| 0.71% | 0.07% | $726.2万 | 6,291股 | $69.2万 | 2,046股 | +4,245股+207.48% | 加仓 |
 YUM BRANDS COMYUM |
| 0.69% | 0.74% | $705.3万 | 4.4万股 | $694.9万 | 4.5万股 | -574股-1.28% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.68% | 0.61% | $688.5万 | 1.7万股 | $571.6万 | 1.8万股 | -738股-4.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.65% | 0.68% | $665.3万 | 1.3万股 | $638.9万 | 1.3万股 | -37股-0.28% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.64% | 0.72% | $654.4万 | 4.1万股 | $676.2万 | 4.6万股 | -4,879股-10.58% | 减仓 |
 百事可乐PEP |
| 0.63% | 0.83% | $644.3万 | 4.8万股 | $772.9万 | 5.0万股 | -2,188股-4.40% | 减仓 |
 星巴克SBUX |
| 0.63% | 0.6% | $637.3万 | 6.2万股 | $562.1万 | 6.3万股 | -370股-0.59% | 减仓 |
 雪佛龙CVX |
| 0.61% | 0.96% | $620.6万 | 3.7万股 | $896.8万 | 4.3万股 | -5,906股-13.63% | 减仓 |
 GE VernovaGEV |
| 0.61% | 0.5% | $616.1万 | 5,244股 | $468.0万 | 5,358股 | -114股-2.13% | 减仓 |
 雷神技术RTX |
| 0.57% | 0.65% | $577.8万 | 3.0万股 | $607.0万 | 3.1万股 | -1,017股-3.23% | 减仓 |
| IiShares安硕信托IJK |
| 0.54% | 0.54% | $544.6万 | 4.6万股 | $503.0万 | 5.0万股 | -3,645股-7.29% | 减仓 |
 第一资本COF |
| 0.53% | 0.54% | $541.0万 | 2.7万股 | $500.9万 | 2.7万股 | -494股-1.80% | 减仓 |
 好市多COST |
| 0.49% | 0.56% | $497.0万 | 5,312股 | $520.9万 | 5,227股 | +85股+1.63% | 加仓 |
 艺康ECL |
| 0.47% | 0.49% | $478.0万 | 1.7万股 | $461.1万 | 1.7万股 | -131股-0.76% | 减仓 |
 高露洁CL |
| 0.47% | 0.47% | $477.4万 | 5.2万股 | $441.1万 | 5.2万股 | +311股+0.60% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.46% | 0.52% | $471.5万 | 6.1万股 | $488.9万 | 6.3万股 | -1,882股-2.97% | 减仓 |
 EOG资源EOG |
| 0.46% | 0.66% | $467.6万 | 3.6万股 | $617.4万 | 4.3万股 | -6,663股-15.60% | 减仓 |
