 苹果AAPL |
| 6.33% | 6.7% | $578.5万 | 2.0万股 | $554.6万 | 2.2万股 | -1,861股-8.52% | 减仓 |
| V先锋领航指数基金VOO |
| 6.18% | 5.98% | $564.5万 | 8,220股 | $494.8万 | 8,281股 | -61股-0.74% | 减仓 |
 礼来LLY |
| 5.62% | 4.76% | $513.3万 | 4,279股 | $393.7万 | 4,281股 | -2股-0.05% | 减仓 |
 谷歌AGOOGL |
| 5.35% | 4.85% | $488.7万 | 1.4万股 | $401.0万 | 1.4万股 | -270股-1.94% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 5.34% | 4.74% | $487.9万 | 13.4万股 | $392.1万 | 11.6万股 | +1.7万股+15.02% | 加仓 |
 亚马逊AMZN |
| 3.82% | 3.37% | $349.1万 | 1.5万股 | $278.9万 | 1.3万股 | +1,260股+9.41% | 加仓 |
| NNEW YORK LIFE INVESTMENTS ETHFXI |
| 3.53% | 3.47% | $322.3万 | 8.5万股 | $287.3万 | 8.6万股 | -955股-1.12% | 减仓 |
| GGlobal X基金DTCR |
| 2.86% | 2.5% | $261.3万 | 8.6万股 | $206.5万 | 8.6万股 | -134股-0.16% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 2.83% | 2.87% | $258.9万 | 2.3万股 | $237.4万 | 2.3万股 | -27股-0.12% | 减仓 |
| F第一信托交易所交易基金FPX |
| 2.68% | 2.51% | $244.8万 | 1.3万股 | $208.0万 | 1.3万股 | +49股+0.39% | 加仓 |
| S嘉信·USSCHX |
| 2.47% | 2.38% | $225.9万 | 7.7万股 | $196.5万 | 7.7万股 | +99股+0.13% | 加仓 |
| V先锋领航指数基金VTV |
| 2.31% | 2.47% | $211.3万 | 9,697股 | $204.7万 | 1.0万股 | -735股-7.05% | 减仓 |
 摩根大通JPM |
| 2.31% | 2.29% | $210.6万 | 6,433股 | $189.4万 | 6,438股 | -5股-0.08% | 减仓 |
 台积电TSM |
| 2.29% | 1.8% | $209.3万 | 4,382股 | $148.6万 | 4,398股 | -16股-0.36% | 减仓 |
 Meta平台META |
| 2.17% | 2.43% | $198.3万 | 3,520股 | $200.8万 | 3,509股 | +11股+0.31% | 加仓 |
 英伟达NVDA |
| 2.17% | 2.09% | $197.8万 | 9,884股 | $172.8万 | 9,908股 | -24股-0.24% | 减仓 |
| V先锋领航·TOTALBND |
| 2.13% | 2.4% | $194.9万 | 2.7万股 | $198.9万 | 2.7万股 | -455股-1.68% | 减仓 |
| GGlobal X Mlp EtfMLPA |
| 2.11% | 2.35% | $192.7万 | 3.6万股 | $194.0万 | 3.6万股 | +293股+0.81% | 加仓 |
| V先锋领航指数基金VB |
| 2.09% | 2.19% | $190.8万 | 6,294股 | $181.1万 | 6,916股 | -622股-8.99% | 减仓 |
 微软MSFT |
| 2.08% | 1.94% | $190.0万 | 5,094股 | $160.5万 | 4,335股 | +759股+17.51% | 加仓 |
| S嘉信·USSCHA |
| 1.95% | 1.74% | $178.0万 | 4.9万股 | $144.1万 | 5.0万股 | -303股-0.61% | 减仓 |
| V先锋领航指数基金VUG |
| 1.95% | 2.03% | $177.7万 | 2.1万股 | $168.0万 | 3,846股 | +1.7万股+436.25% | 加仓 |
| H哈特福德·FDS EXCHANGE TRADEDHMOP |
| 1.88% | 2.12% | $171.4万 | 4.4万股 | $175.2万 | 4.5万股 | -1,432股-3.17% | 减仓 |
 沃尔玛WMT |
| 1.83% | 2.22% | $166.9万 | 1.5万股 | $183.2万 | 1.5万股 | -12股-0.08% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.64% | 1.74% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.4% | 1.44% | $128.2万 | 1.6万股 | $119.4万 | 1.6万股 | +82股+0.52% | 加仓 |
 STAG INDUSTRIALSTAG |
| 1.4% | 1.51% | $127.6万 | 3.5万股 | $124.7万 | 3.4万股 | +462股+1.34% | 加仓 |
 麦当劳MCD |
| 1.36% | 1.72% | $124.7万 | 4,612股 | $142.4万 | 4,582股 | +30股+0.65% | 加仓 |
 黑石集团BX |
| 1.15% | 1.22% | $105.5万 | 8,963股 | $100.6万 | 8,749股 | +214股+2.45% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.15% | 0.81% | $105.0万 | 2,098股 | $66.9万 | 1,396股 | +702股+50.29% | 加仓 |
 纽柯钢铁NUE |
| 1.03% | 0.87% | $94.5万 | 4,243股 | $71.9万 | 4,250股 | -7股-0.16% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.98% | 1% | $89.7万 | 9,301股 | $82.6万 | 9,313股 | -12股-0.13% | 减仓 |
| PPROLOGIS COMPLD |
| 0.95% | 1.07% | $87.0万 | 6,422股 | $88.2万 | 6,670股 | -248股-3.72% | 减仓 |
| F第一信托交易所交易基金IIIFPE |
| 0.85% | 0.94% | $77.8万 | 4.4万股 | $77.5万 | 4.4万股 | -122股-0.28% | 减仓 |
 ROYAL CARIBBEANRCL |
| 0.77% | 0.74% | $70.8万 | 2,229股 | $61.6万 | 2,238股 | -9股-0.40% | 减仓 |
| AAMPLIFY ETF TRDIVO |
| 0.74% | 0.8% | $67.5万 | 1.5万股 | $66.1万 | 1.5万股 | +45股+0.31% | 加仓 |
| IiShares安硕·COREIJR |
| 0.57% | 0.53% | $52.1万 | 3,511股 | $43.5万 | 3,500股 | +11股+0.31% | 加仓 |
 特斯拉TSLA |
| 0.54% | 0.52% | $49.0万 | 1,166股 | $43.4万 | 1,168股 | -2股-0.17% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 0.53% | 0.55% | $48.4万 | 7,299股 | $45.3万 | 7,237股 | +62股+0.86% | 加仓 |
| I景顺QQQ信托VOO |
| 0.5% | 0.43% | $45.5万 | 618股 | $35.7万 | 618股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.48% | 0.47% | $43.7万 | 837股 | $38.7万 | 835股 | +2股+0.24% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.45% | 0.5% | $41.0万 | 4,966股 | $41.6万 | 5,032股 | -66股-1.31% | 减仓 |
| IiShares安硕信托IVV |
| 0.41% | 0.39% | $37.4万 | 500股 | $32.6万 | 499股 | +1股+0.20% | 加仓 |
| I景顺交易所交易基金IIPZA |
| 0.39% | 0.46% | $35.9万 | 1.5万股 | $38.3万 | 1.7万股 | -1,415股-8.48% | 减仓 |
| I景顺交易所交易基金IIPGX |
| 0.32% | 0.36% | $29.7万 | 2.7万股 | $29.5万 | 2.7万股 | +261股+0.96% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.31% | 0.28% | $28.5万 | 806股 | $23.1万 | 806股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.3% | 0.28% | $27.3万 | 722股 | $22.8万 | 736股 | -14股-1.90% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.27% | 0.23% | $24.3万 | 1,179股 | $18.7万 | 1,179股 | 00.00% | 持仓不变 |
| AARK·ETF TRARKX |
| 0.25% | 0.24% | $22.8万 | 6,691股 | $19.6万 | 6,691股 | 00.00% | 持仓不变 |
| VVanEck ETF信托HYD |
| 0.23% | 0.25% | $21.4万 | 4,156股 | $20.7万 | 4,135股 | +21股+0.51% | 加仓 |
