 英伟达NVDA |
| 10.32% | 11.86% | $3,115.4万 | 15.6万股 | $3,059.6万 | 17.5万股 | -2.0万股-11.25% | 减仓 |
 苹果AAPL |
| 10.06% | 10.51% | $3,036.9万 | 10.5万股 | $2,712.3万 | 10.7万股 | -1,920股-1.80% | 减仓 |
 AMD超威AMD |
| 8.37% | 3.7% | $2,526.9万 | 4.3万股 | $953.6万 | 4.7万股 | -3,376股-7.20% | 减仓 |
 VisaV |
| 5.8% | 6.04% | $1,749.3万 | 5.1万股 | $1,556.8万 | 5.2万股 | -524股-1.02% | 减仓 |
 万事达MA |
| 5.56% | 6.38% | $1,679.4万 | 3.3万股 | $1,645.0万 | 3.3万股 | -223股-0.68% | 减仓 |
 艾伯维ABBV |
| 4.48% | 4.55% | $1,353.1万 | 5.4万股 | $1,172.7万 | 5.4万股 | -151股-0.28% | 减仓 |
| SSPDR黄金信托GLD |
| 4.24% | 5.81% | $1,278.3万 | 3.5万股 | $1,497.6万 | 3.5万股 | -104股-0.30% | 减仓 |
 谷歌AGOOGL |
| 4.07% | 3.94% | $1,228.1万 | 3.4万股 | $1,016.6万 | 3.5万股 | -989股-2.80% | 减仓 |
 康宁GLW |
| 3.67% | 1.01% | $1,108.0万 | 4.3万股 | $261.6万 | 1.9万股 | +2.4万股+125.46% | 加仓 |
 微软MSFT |
| 3.13% | 3.64% | $945.7万 | 2.5万股 | $938.0万 | 2.5万股 | +13股+0.05% | 加仓 |
 CrowdStrikeCRWD |
| 2.98% | 1.79% | $900.8万 | 1.2万股 | $461.0万 | 1.2万股 | -5股-0.04% | 减仓 |
 PALO ALTOPANW |
| 2.68% | 1.47% | $807.5万 | 2.4万股 | $379.6万 | 2.4万股 | 00.00% | 持仓不变 |
 万豪MAR |
| 2.28% | 2.38% | $686.8万 | 1.9万股 | $612.7万 | 1.9万股 | -202股-1.08% | 减仓 |
 GE VernovaGEV |
| 2.27% | 2.03% | $683.9万 | 5,821股 | $522.9万 | 5,991股 | -170股-2.84% | 减仓 |
 Meta平台META |
| 1.82% | 2.17% | $548.3万 | 9,734股 | $559.4万 | 9,778股 | -44股-0.45% | 减仓 |
 亚马逊AMZN |
| 1.76% | 1.88% | $532.4万 | 2.2万股 | $484.4万 | 2.3万股 | -921股-3.96% | 减仓 |
| S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY |
| 1.76% | 2.04% | $531.2万 | 16.7万股 | $526.7万 | 16.6万股 | +1,047股+0.63% | 加仓 |
 麦当劳MCD |
| 1.66% | 2.31% | $501.7万 | 1.9万股 | $595.4万 | 1.9万股 | -599股-3.13% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.41% | 0.98% | $426.3万 | 1.7万股 | $252.6万 | 1.7万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 1.36% | 1.72% | $411.3万 | 1.9万股 | $443.2万 | 1.9万股 | -101股-0.54% | 减仓 |
 摩根大通JPM |
| 1.24% | 1.3% | $374.8万 | 1.1万股 | $336.4万 | 1.1万股 | +15股+0.13% | 加仓 |
| V先锋领航白厅基金VYMI |
| 1.24% | 1.38% | $372.7万 | 3.8万股 | $356.4万 | 3.8万股 | +136股+0.36% | 加仓 |
 VistraVST |
| 1.2% | 1.33% | $361.8万 | 2.3万股 | $342.8万 | 2.3万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.12% | 1.49% | $339.5万 | 3.0万股 | $384.0万 | 3.1万股 | -927股-3.00% | 减仓 |
 强生JNJ |
| 1.12% | 1.27% | $339.4万 | 1.3万股 | $328.2万 | 1.3万股 | -66股-0.49% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.11% | 1.23% | $333.7万 | 3.6万股 | $316.6万 | 3.6万股 | -49股-0.14% | 减仓 |
 洛克希德马丁LMT |
| 1.05% | 1.46% | $317.7万 | 6,235股 | $376.8万 | 6,235股 | 00.00% | 持仓不变 |
| TTOLL BROTHERSTOL |
| 1.03% | 1% | $311.0万 | 1.9万股 | $258.2万 | 1.9万股 | -40股-0.21% | 减仓 |
 雷神技术RTX |
| 0.88% | 0.31% | $264.2万 | 1.4万股 | $79.5万 | 4,123股 | +9,804股+237.79% | 加仓 |
 联合太平洋铁路UNP |
| 0.87% | 0.91% | $262.5万 | 9,649股 | $234.1万 | 9,649股 | 00.00% | 持仓不变 |
 REALTY INCOME COMO |
| 0.86% | 0.99% | $258.9万 | 4.2万股 | $255.3万 | 4.2万股 | +50股+0.12% | 加仓 |
 家得宝HD |
| 0.83% | 0.9% | $249.2万 | 7,065股 | $231.3万 | 7,032股 | +33股+0.47% | 加仓 |
 AMGEN COMAMGN |
| 0.66% | 0.75% | $198.3万 | 5,475股 | $192.3万 | 5,465股 | +10股+0.18% | 加仓 |
 赛富时CRM |
| 0.52% | 0.76% | $155.6万 | 9,935股 | $197.1万 | 1.1万股 | -626股-5.93% | 减仓 |
 ServiceNowNOW |
| 0.51% | 0.63% | $154.1万 | 1.6万股 | $163.5万 | 1.6万股 | -125股-0.80% | 减仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 0.42% | 0.5% | $127.3万 | 5.5万股 | $128.4万 | 5.5万股 | -250股-0.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.49% | $121.3万 | 3,432股 | $127.1万 | 4,430股 | -998股-22.53% | 减仓 |
 雪佛龙CVX |
| 0.36% | 0.53% | $109.1万 | 6,583股 | $136.6万 | 6,600股 | -17股-0.26% | 减仓 |
 特斯拉TSLA |
| 0.36% | 0.37% | $107.8万 | 2,562股 | $95.2万 | 2,562股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.34% | 0.49% | $101.4万 | 7,417股 | $126.9万 | 7,482股 | -65股-0.87% | 减仓 |
 福特F |
| 0.33% | 0.32% | $99.1万 | 7.1万股 | $83.4万 | 7.2万股 | -998股-1.38% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.32% | 0.33% | $96.6万 | 2.9万股 | $84.1万 | 2.9万股 | -309股-1.07% | 减仓 |
 通用动力GD |
| 0.3% | 0.35% | $91.9万 | 2,595股 | $89.1万 | 2,595股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.3% | 0.32% | $89.2万 | 1.1万股 | $83.5万 | 1.1万股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.27% | 0.37% | $80.4万 | 8,613股 | $94.3万 | 8,712股 | -99股-1.14% | 减仓 |
 宝洁PG |
| 0.26% | 0.3% | $78.7万 | 5,364股 | $77.1万 | 5,339股 | +25股+0.47% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.25% | 0.31% | $75.3万 | 2.4万股 | $79.0万 | 2.4万股 | 00.00% | 持仓不变 |
 奎斯特诊断DGX |
| 0.23% | 0.25% | $69.5万 | 3,279股 | $64.3万 | 3,279股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHD |
| 0.23% | 0.26% | $69.1万 | 2.2万股 | $67.8万 | 2.2万股 | -332股-1.50% | 减仓 |
 BLACKROCK ENHANCED EQUITY DIVI COMBDJ |
| 0.21% | 0.22% | $63.7万 | 6.7万股 | $57.4万 | 6.7万股 | 00.00% | 持仓不变 |
