| AAlphabet Inc Class CGOOG |
| 8.62% | 8.06% | $3,336.1万 | 9.4万股 | $2,783.5万 | 9.7万股 | -2,616股-2.70% | 减仓 |
 英伟达NVDA |
| 7.02% | 6.34% | $2,717.5万 | 13.6万股 | $2,189.1万 | 12.6万股 | +1.0万股+8.20% | 加仓 |
 摩根大通JPM |
| 4.95% | 4.93% | $1,918.2万 | 5.9万股 | $1,702.0万 | 5.8万股 | +742股+1.28% | 加仓 |
 VisaV |
| 4.02% | 3.87% | $1,556.3万 | 4.5万股 | $1,338.0万 | 4.4万股 | +1,094股+2.47% | 加仓 |
 艾伯维ABBV |
| 3.9% | 3.73% | $1,510.0万 | 6.0万股 | $1,286.7万 | 5.9万股 | +846股+1.43% | 加仓 |
 微软MSFT |
| 3.78% | 3.68% | $1,464.8万 | 3.9万股 | $1,271.6万 | 3.4万股 | +4,917股+14.31% | 加仓 |
 苹果AAPL |
| 2.88% | 2.51% | $1,114.8万 | 3.9万股 | $866.6万 | 3.4万股 | +4,378股+12.82% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.84% | 2.84% | $1,100.9万 | 2.2万股 | $980.6万 | 2.0万股 | +1,538股+7.52% | 加仓 |
 家得宝HD |
| 2.84% | 2.84% | $1,099.2万 | 3.1万股 | $980.0万 | 3.0万股 | +1,367股+4.59% | 加仓 |
 强生JNJ |
| 2.79% | 2.74% | $1,082.1万 | 4.3万股 | $945.3万 | 3.9万股 | +3,936股+10.18% | 加仓 |
 Meta平台META |
| 2.79% | 3.19% | $1,081.3万 | 1.9万股 | $1,102.3万 | 1.9万股 | -69股-0.36% | 减仓 |
| T赛默飞世尔TMO |
| 2.76% | 2.92% | $1,068.5万 | 2.1万股 | $1,009.5万 | 2.1万股 | +774股+3.77% | 加仓 |
| TTETRA TECH NEWTTEK |
| 2.71% | 3.17% | $1,049.6万 | 36.3万股 | $1,094.6万 | 36.3万股 | -120股-0.03% | 减仓 |
 TJXTJX |
| 2.64% | 3.08% | $1,022.1万 | 6.7万股 | $1,063.0万 | 6.7万股 | +903股+1.36% | 加仓 |
 贝莱德·INC COMBLK |
| 2.5% | 2.75% | $967.2万 | 1.0万股 | $950.4万 | 9,882股 | +177股+1.79% | 加仓 |
 亚马逊AMZN |
| 2.5% | 1.9% | $966.6万 | 4.1万股 | $654.9万 | 3.1万股 | +9,112股+28.98% | 加仓 |
 艺康ECL |
| 2.45% | 2.56% | $949.7万 | 3.4万股 | $884.3万 | 3.3万股 | +845股+2.54% | 加仓 |
 好市多COST |
| 2.42% | 2.74% | $936.3万 | 1.0万股 | $947.9万 | 9,513股 | +496股+5.21% | 加仓 |
 PROGRESSIVEPGR |
| 2.04% | 2.05% | $788.8万 | 3.6万股 | $707.6万 | 3.6万股 | +415股+1.16% | 加仓 |
 汽车地带AZO |
| 1.93% | 2.14% | $749.1万 | 2,344股 | $740.1万 | 2,191股 | +153股+6.98% | 加仓 |
 思科CSCO |
| 1.74% | 1.3% | $675.2万 | 5.7万股 | $448.4万 | 5.8万股 | -300股-0.52% | 减仓 |
 Ares管理ARES |
| 1.71% | 1.88% | $661.0万 | 5.9万股 | $649.5万 | 6.0万股 | -150股-0.25% | 减仓 |
 麦当劳MCD |
| 1.65% | 1.99% | $638.4万 | 2.4万股 | $688.9万 | 2.2万股 | +1,452股+6.55% | 加仓 |
 百事可乐PEP |
| 1.59% | 1.9% | $617.2万 | 4.6万股 | $657.8万 | 4.2万股 | +3,218股+7.60% | 加仓 |
 迪士尼DIS |
| 1.58% | 1.73% | $612.1万 | 6.4万股 | $596.2万 | 6.2万股 | +1,742股+2.82% | 加仓 |
 再生元REGN |
| 1.48% | 2.11% | $571.6万 | 9,167股 | $729.3万 | 9,439股 | -272股-2.88% | 减仓 |
 谷歌AGOOGL |
| 1.4% | 1.41% | $540.3万 | 1.5万股 | $486.9万 | 1.7万股 | -1,813股-10.71% | 减仓 |
 博通AVGO |
| 1.38% | 0.53% | $533.5万 | 1.4万股 | $184.6万 | 5,965股 | +8,159股+136.78% | 加仓 |
 雷神技术RTX |
| 1.33% | 1.41% | $515.5万 | 2.7万股 | $488.3万 | 2.5万股 | +1,857股+7.34% | 加仓 |
 联合健康UNH |
| 1.25% | 0.46% | $484.1万 | 1.2万股 | $160.5万 | 5,932股 | +5,714股+96.33% | 加仓 |
 默沙东MRK |
| 1.17% | 1.18% | $452.1万 | 3.5万股 | $406.8万 | 3.4万股 | +1,360股+4.02% | 加仓 |
 史赛克SYK |
| 1.13% | 1% | $437.3万 | 1.4万股 | $344.7万 | 1.0万股 | +3,398股+32.39% | 加仓 |
 安费诺APH |
| 0.95% | — | $367.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 Roper科技ROP |
| 0.86% | 1.05% | $332.6万 | 9,830股 | $361.0万 | 1.0万股 | -372股-3.65% | 减仓 |
 威瑞森VZ |
| 0.76% | 1.03% | $294.8万 | 7.0万股 | $355.9万 | 7.1万股 | -1,275股-1.80% | 减仓 |
 迪尔DE |
| 0.7% | 0.6% | $270.4万 | 4,263股 | $208.8万 | 3,706股 | +557股+15.03% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.69% | 0.67% | $267.9万 | 3,587股 | $232.0万 | 3,567股 | +20股+0.56% | 加仓 |
| N新纪元能源NEE |
| 0.63% | 0.62% | $245.1万 | 2.8万股 | $214.0万 | 2.3万股 | +4,880股+21.18% | 加仓 |
 礼来LLY |
| 0.62% | 0.53% | $239.5万 | 1,997股 | $183.7万 | 1,997股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.51% | 0.77% | $198.8万 | 1.2万股 | $267.2万 | 1.3万股 | -921股-7.13% | 减仓 |
 NETFLIXNFLX |
| 0.46% | 0.3% | $176.7万 | 2.5万股 | $102.4万 | 1.1万股 | +1.4万股+132.40% | 加仓 |
 ADPADP |
| 0.43% | 0.44% | $168.0万 | 7,500股 | $152.4万 | 7,500股 | 00.00% | 持仓不变 |
 诺华NVS |
| 0.4% | 0.44% | $156.7万 | 1.0万股 | $152.8万 | 1.0万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.4% | 1.14% | $154.8万 | 8,125股 | $393.0万 | 2.1万股 | -1.3万股-60.81% | 减仓 |
 埃克森美孚XOM |
| 0.4% | 0.52% | $153.0万 | 1.1万股 | $179.6万 | 1.1万股 | +605股+5.71% | 加仓 |
 宝洁PG |
| 0.38% | 0.39% | $145.8万 | 9,943股 | $134.0万 | 9,275股 | +668股+7.20% | 加仓 |
| IiShares安硕·CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 0.37% | 0.38% | $143.8万 | 3.1万股 | $130.5万 | 3.1万股 | -50股-0.16% | 减仓 |
| V先锋领航指数基金VOO |
| 0.37% | 0.36% | $141.9万 | 2,066股 | $123.5万 | 2,066股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.34% | 0.34% | $133.3万 | 1.3万股 | $116.8万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.32% | 0.33% | $125.5万 | 5,757股 | $113.0万 | 5,757股 | 00.00% | 持仓不变 |
