| V先锋领航·SPECIALIZED FUNDSVIG |
| 10.49% | 13.26% | $1,981.5万 | 8.4万股 | $1,791.6万 | 8.3万股 | +431股+0.52% | 加仓 |
 苹果AAPL |
| 10.01% | 12.29% | $1,890.5万 | 6.5万股 | $1,661.0万 | 6.5万股 | -115股-0.18% | 减仓 |
 谷歌AGOOGL |
| 5.77% | — | $1,089.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 微软MSFT |
| 5.22% | 7.23% | $986.3万 | 2.6万股 | $976.9万 | 2.6万股 | +52股+0.20% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.79% | 6.4% | $904.8万 | 1.8万股 | $865.1万 | 1.8万股 | +28股+0.16% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.33% | — | $818.6万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 MCKESSON COMMCK |
| 3.72% | 5.95% | $703.2万 | 9,307股 | $804.5万 | 9,297股 | +10股+0.11% | 加仓 |
 沃尔玛WMT |
| 3.55% | 5.46% | $670.7万 | 5.9万股 | $737.7万 | 5.9万股 | -135股-0.23% | 减仓 |
 家得宝HD |
| 3.07% | 3.99% | $579.6万 | 1.6万股 | $539.3万 | 1.6万股 | +35股+0.21% | 加仓 |
| G通用动力VTI |
| 2.9% | 3.46% | $548.7万 | 1.5万股 | $467.1万 | 1.5万股 | +270股+1.85% | 加仓 |
 思科CSCO |
| 2.69% | 2.49% | $507.3万 | 4.3万股 | $336.3万 | 4.3万股 | -155股-0.36% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.47% | — | $466.4万 | 6,245股 | $0 | 0股 | +6,245股 | 新买入 |
 甲骨文ORCL |
| 2.07% | 2.91% | $391.2万 | 2.7万股 | $393.3万 | 2.7万股 | -45股-0.17% | 减仓 |
| B纽约梅隆银行BK |
| 1.97% | 2.26% | $372.8万 | 2.6万股 | $305.0万 | 2.6万股 | +70股+0.27% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.96% | 2.5% | $369.6万 | 2.0万股 | $337.9万 | 2.0万股 | -9股-0.04% | 减仓 |
 AMGEN COMAMGN |
| 1.92% | 2.6% | $362.5万 | 1.0万股 | $351.2万 | 9,981股 | +30股+0.30% | 加仓 |
 强生JNJ |
| 1.88% | 2.53% | $354.5万 | 1.4万股 | $341.7万 | 1.4万股 | -20股-0.14% | 减仓 |
 英特尔INTC |
| 1.53% | 0.68% | $288.8万 | 2.1万股 | $92.2万 | 2.1万股 | -210股-1.01% | 减仓 |
 艾伯维ABBV |
| 1.48% | — | $280.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 卡梅科CCJ |
| 1.32% | 1.98% | $249.6万 | 2.5万股 | $267.2万 | 2.5万股 | -100股-0.41% | 减仓 |
 LINCOLN ELECLECO |
| 1.07% | 1.39% | $201.3万 | 7,583股 | $188.2万 | 7,555股 | +28股+0.37% | 加仓 |
 PROGRESSIVEPGR |
| 1.04% | 1.32% | $196.9万 | 9,015股 | $178.2万 | 8,987股 | +28股+0.31% | 加仓 |
 艺康ECL |
| 1.03% | 1.37% | $195.1万 | 6,969股 | $185.2万 | 6,941股 | +28股+0.40% | 加仓 |
| AALIMENTATION COUCHE-TARD INCANCTF |
| 0.97% | — | $183.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 埃克森美孚XOM |
| 0.94% | 1.61% | $176.8万 | 1.3万股 | $217.7万 | 1.3万股 | +100股+0.78% | 加仓 |
 摩根大通JPM |
| 0.92% | — | $173.3万 | 5,293股 | $0 | 0股 | +5,293股 | 新买入 |
 康菲石油COP |
| 0.9% | — | $170.7万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 Meta平台META |
| 0.9% | — | $169.5万 | 3,009股 | $0 | 0股 | +3,009股 | 新买入 |
 迪士尼DIS |
| 0.87% | 1.21% | $164.6万 | 1.7万股 | $163.8万 | 1.7万股 | +110股+0.65% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.87% | 1.05% | $163.7万 | 4,475股 | $142.3万 | 4,475股 | 00.00% | 持仓不变 |
 CF INDSCF |
| 0.84% | 1.41% | $159.6万 | 1.5万股 | $190.1万 | 1.5万股 | +100股+0.68% | 加仓 |
 联合太平洋铁路UNP |
| 0.83% | 1.03% | $157.4万 | 5,788股 | $139.5万 | 5,750股 | +38股+0.66% | 加仓 |
 宝洁PG |
| 0.75% | 1.02% | $140.8万 | 9,600股 | $137.9万 | 9,548股 | +52股+0.54% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.7% | — | $132.2万 | 6,940股 | $0 | 0股 | +6,940股 | 新买入 |
| NNVRNVR |
| 0.63% | — | $119.9万 | 176股 | $0 | 0股 | +176股 | 新买入 |
 亚马逊AMZN |
| 0.62% | 0.75% | $117.0万 | 4,911股 | $101.3万 | 4,866股 | +45股+0.92% | 加仓 |
| BBANK OF AMERBAC |
| 0.6% | 0.72% | $114.0万 | 2.0万股 | $96.8万 | 2.0万股 | +150股+0.76% | 加仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 0.6% | 0.72% | $112.6万 | 8,805股 | $97.5万 | 8,775股 | +30股+0.34% | 加仓 |
 埃森哲ACN |
| 0.56% | 1.23% | $105.8万 | 8,502股 | $166.7万 | 8,407股 | +95股+1.13% | 加仓 |
 礼来LLY |
| 0.54% | 0.58% | $102.7万 | 856股 | $78.7万 | 856股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.42% | — | $80.0万 | 855股 | $0 | 0股 | +855股 | 新买入 |
 可口可乐KO |
| 0.4% | 0.52% | $75.6万 | 9,302股 | $70.7万 | 9,302股 | 00.00% | 持仓不变 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.4% | 0.48% | $75.0万 | 1.0万股 | $64.2万 | 9,870股 | +150股+1.52% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.4% | 0.53% | $74.9万 | 1股 | $71.8万 | 1股 | 00.00% | 持仓不变 |
| O宏盟集团OMC |
| 0.39% | 0.55% | $73.6万 | 1.0万股 | $74.8万 | 9,931股 | +175股+1.76% | 加仓 |
 威瑞森VZ |
| 0.34% | — | $63.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| SSPDR行业精选信托XLY |
| 0.34% | — | $63.3万 | 5,400股 | $0 | 0股 | +5,400股 | 新买入 |
 DIAGEO SPON ADR NEWDEO |
| 0.34% | — | $63.3万 | 7,875股 | $0 | 0股 | +7,875股 | 新买入 |
 第一资本COF |
| 0.33% | — | $62.8万 | 3,128股 | $0 | 0股 | +3,128股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.33% | 0.36% | $62.6万 | 850股 | $49.1万 | 850股 | 00.00% | 持仓不变 |
