 迪士尼DIS |
| 38.56% | 39.14% | $6,503.1万 | 67.6万股 | $6,471.4万 | 67.6万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.44% | 3.5% | $580.4万 | 1.6万股 | $578.0万 | 1.6万股 | +32股+0.21% | 加仓 |
 苹果AAPL |
| 2.59% | 2.36% | $436.4万 | 1.5万股 | $390.0万 | 1.5万股 | -304股-1.98% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 2.32% | 2.06% | $391.1万 | 1.6万股 | $340.6万 | 1.6万股 | -37股-0.23% | 减仓 |
| Q高通QCOM |
| 2.07% | 1.68% | $349.8万 | 1.9万股 | $277.1万 | 2.2万股 | -3,401股-15.23% | 减仓 |
 美国合众银行USB |
| 2.07% | 1.88% | $348.5万 | 5.8万股 | $310.6万 | 5.8万股 | -130股-0.22% | 减仓 |
 谷歌AGOOGL |
| 2.03% | 1.8% | $342.6万 | 9,588股 | $298.4万 | 9,768股 | -180股-1.84% | 减仓 |
 摩根大通JPM |
| 2.01% | 1.87% | $338.8万 | 1.0万股 | $308.6万 | 1.0万股 | -23股-0.22% | 减仓 |
 星巴克SBUX |
| 1.98% | 1.88% | $333.2万 | 3.3万股 | $311.2万 | 3.3万股 | -85股-0.26% | 减仓 |
 家得宝HD |
| 1.93% | 1.53% | $326.3万 | 9,251股 | $252.7万 | 7,927股 | +1,324股+16.70% | 加仓 |
 AMGEN COMAMGN |
| 1.88% | 1.72% | $317.0万 | 8,754股 | $285.0万 | 8,382股 | +372股+4.44% | 加仓 |
 宝洁PG |
| 1.87% | 0.89% | $316.1万 | 2.2万股 | $147.0万 | 1.0万股 | +1.1万股+107.18% | 加仓 |
 美国电力AEP |
| 1.79% | 1.7% | $301.6万 | 2.2万股 | $280.3万 | 2.1万股 | +963股+4.57% | 加仓 |
| N新纪元能源NEE |
| 1.78% | 1.77% | $300.0万 | 3.4万股 | $291.9万 | 3.1万股 | +3,022股+9.70% | 加仓 |
 摩根士丹利MS |
| 1.78% | 1.66% | $299.7万 | 1.4万股 | $273.9万 | 1.6万股 | -1,926股-11.84% | 减仓 |
 百事可乐PEP |
| 1.77% | 1.87% | $298.6万 | 2.2万股 | $309.8万 | 2.0万股 | +1,829股+9.04% | 加仓 |
 德州仪器TXN |
| 1.75% | 1.86% | $295.8万 | 9,922股 | $307.6万 | 1.5万股 | -5,476股-35.56% | 减仓 |
 美敦力MDT |
| 1.61% | 1.65% | $272.2万 | 3.5万股 | $272.6万 | 3.2万股 | +3,251股+10.31% | 加仓 |
 M&T银行MTB |
| 1.53% | 1.39% | $258.2万 | 1.1万股 | $230.0万 | 1.1万股 | +3股+0.03% | 加仓 |
 洛克希德马丁LMT |
| 1.46% | 1.83% | $245.5万 | 4,819股 | $302.5万 | 4,819股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 1.21% | 1.37% | $204.4万 | 1.6万股 | $226.8万 | 1.9万股 | -3,321股-17.50% | 减仓 |
 ADPADP |
| 1.14% | 0.55% | $191.7万 | 8,558股 | $91.2万 | 4,481股 | +4,077股+90.98% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 1.13% | 1.1% | $191.4万 | 7.8万股 | $181.1万 | 6.5万股 | +1.3万股+19.59% | 加仓 |
| B纽约梅隆银行BK |
| 1.07% | 1.3% | $180.7万 | 1.2万股 | $214.3万 | 1.7万股 | -4,703股-27.34% | 减仓 |
| T泰森食品TSN |
| 1.06% | 0.85% | $178.6万 | 3.1万股 | $139.7万 | 2.2万股 | +9,421股+43.28% | 加仓 |
| GGlobal X基金AIQ |
| 0.94% | 0.7% | $158.8万 | 2.4万股 | $115.8万 | 2.4万股 | 00.00% | 持仓不变 |
 星座品牌STZ |
| 0.86% | 0.62% | $145.7万 | 1.0万股 | $102.4万 | 6,658股 | +3,819股+57.36% | 加仓 |
 台积电TSM |
| 0.72% | 0.53% | $120.7万 | 2,528股 | $87.4万 | 2,532股 | -4股-0.16% | 减仓 |
| AALPS ETF信托AMLP |
| 0.69% | 0.82% | $117.1万 | 2.3万股 | $135.0万 | 2.6万股 | -3,000股-11.72% | 减仓 |
 希捷STX |
| 0.66% | 0.37% | $111.7万 | 1,158股 | $61.3万 | 1,307股 | -149股-11.40% | 减仓 |
 英伟达NVDA |
| 0.61% | 0.56% | $102.5万 | 5,122股 | $92.3万 | 5,185股 | -63股-1.22% | 减仓 |
 AMD超威AMD |
| 0.59% | 0.22% | $99.3万 | 1,710股 | $37.0万 | 1,670股 | +40股+2.40% | 加仓 |
 艾伯维ABBV |
| 0.59% | 0.49% | $99.3万 | 3,947股 | $81.3万 | 3,937股 | +10股+0.25% | 加仓 |
 亚马逊AMZN |
| 0.57% | 0.91% | $95.9万 | 4,022股 | $150.8万 | 7,055股 | -3,033股-42.99% | 减仓 |
 阿斯麦ASML |
| 0.5% | 0.34% | $84.4万 | 424股 | $56.0万 | 429股 | -5股-1.17% | 减仓 |
| DDirexion股票ETF信托SOXL |
| 0.46% | — | $77.6万 | 2,909股 | $0 | 0股 | +2,909股 | 新买入 |
 博通AVGO |
| 0.44% | 0.37% | $73.6万 | 1,948股 | $60.6万 | 1,815股 | +133股+7.33% | 加仓 |
 黑石集团BX |
| 0.42% | — | $71.1万 | 6,041股 | $0 | 0股 | +6,041股 | 新买入 |
 Meta平台META |
| 0.4% | 0.41% | $67.9万 | 1,206股 | $68.3万 | 1,187股 | +19股+1.60% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.39% | 0.35% | $65.7万 | 3,629股 | $57.2万 | 3,633股 | -4股-0.11% | 减仓 |
 威廉姆斯WMB |
| 0.39% | 0.39% | $65.5万 | 8,810股 | $65.2万 | 8,810股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWS |
| 0.37% | 0.34% | $62.5万 | 3,800股 | $56.3万 | 3,800股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.32% | 0.37% | $54.2万 | 2,548股 | $62.0万 | 3,203股 | -655股-20.45% | 减仓 |
 ONEOKOKE |
| 0.32% | 0.38% | $54.2万 | 6,233股 | $62.0万 | 6,844股 | -611股-8.93% | 减仓 |
 雅培ABT |
| 0.32% | — | $54.0万 | 5,949股 | $0 | 0股 | +5,949股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.32% | 0.32% | $53.7万 | 1,073股 | $52.8万 | 1,105股 | -32股-2.90% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.32% | 0.28% | $53.3万 | 4,294股 | $46.4万 | 1,074股 | +3,220股+299.81% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.32% | 0.27% | $53.2万 | 1,506股 | $45.3万 | 1,491股 | +15股+1.01% | 加仓 |
 麦当劳MCD |
| 0.3% | — | $50.9万 | 1,882股 | $0 | 0股 | +1,882股 | 新买入 |
 Phillips 66PSX |
| 0.28% | 0.3% | $47.8万 | 2,828股 | $49.4万 | 2,828股 | 00.00% | 持仓不变 |
