 英伟达NVDA |
| 8.67% | 8.35% | $1,603.0万 | 8.0万股 | $1,391.6万 | 8.0万股 | +320股+0.40% | 加仓 |
 苹果AAPL |
| 8.25% | 8.65% | $1,524.7万 | 5.3万股 | $1,441.1万 | 5.7万股 | -4,092股-7.21% | 减仓 |
| IIMPAX FUNDS SERIES TRUST IBLDX |
| 5.68% | — | $1,050.7万 | 40.3万股 | $0 | 0股 | +40.3万股 | 新买入 |
 微软MSFT |
| 3.5% | 3.85% | $646.3万 | 1.7万股 | $641.0万 | 1.7万股 | +10股+0.06% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.87% | 3.05% | $531.0万 | 1.1万股 | $508.6万 | 1.1万股 | -3股-0.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.12% | 2.18% | $391.0万 | 1.1万股 | $364.1万 | 1.3万股 | -1,627股-12.82% | 减仓 |
 摩根大通JPM |
| 1.99% | 2% | $368.5万 | 1.1万股 | $334.0万 | 1.1万股 | -97股-0.85% | 减仓 |
| IiShares安硕信托IMCV |
| 1.82% | 1.95% | $335.9万 | 3.7万股 | $324.8万 | 3.8万股 | -1,551股-4.05% | 减仓 |
| IiShares安硕信托IWS |
| 1.76% | 1.95% | $325.3万 | 2.0万股 | $325.8万 | 2.2万股 | -2,590股-11.59% | 减仓 |
 甲骨文ORCL |
| 1.65% | 1.9% | $305.9万 | 2.1万股 | $317.1万 | 2.2万股 | -680股-3.16% | 减仓 |
 谷歌AGOOGL |
| 1.57% | 1.49% | $290.9万 | 8,141股 | $248.5万 | 8,642股 | -501股-5.80% | 减仓 |
 雷蒙德詹姆斯RJF |
| 1.57% | 1.68% | $289.7万 | 1.9万股 | $280.0万 | 1.9万股 | -284股-1.47% | 减仓 |
 强生JNJ |
| 1.32% | 1.5% | $244.1万 | 9,613股 | $250.6万 | 1.0万股 | -637股-6.21% | 减仓 |
 亚马逊AMZN |
| 1.2% | 1.25% | $222.1万 | 9,320股 | $207.5万 | 9,965股 | -645股-6.47% | 减仓 |
 LINCOLN ELECLECO |
| 1.14% | 1.2% | $210.0万 | 7,911股 | $200.7万 | 8,057股 | -146股-1.81% | 减仓 |
| V先锋领航指数基金VOO |
| 1.06% | 1.03% | $196.8万 | 2,865股 | $172.0万 | 2,878股 | -13股-0.45% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 1.02% | 1.23% | $189.1万 | 4.3万股 | $205.0万 | 4.7万股 | -3,478股-7.41% | 减仓 |
| TTCW ETF TRUST TRANSFORM SYSTEMPWRD |
| 0.98% | 0.71% | $181.2万 | 1.5万股 | $118.9万 | 1.2万股 | +2,572股+21.15% | 加仓 |
| IIBMIBM |
| 0.97% | 0.96% | $180.2万 | 6,407股 | $159.2万 | 6,567股 | -160股-2.44% | 减仓 |
 礼来LLY |
| 0.9% | 0.64% | $166.1万 | 1,385股 | $107.2万 | 1,165股 | +220股+18.88% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.84% | 1% | $156.0万 | 2,218股 | $167.3万 | 2,712股 | -494股-18.22% | 减仓 |
| V先锋领航白厅基金VYMI |
| 0.8% | 1.06% | $148.3万 | 1.5万股 | $176.5万 | 1.9万股 | -3,625股-19.36% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.8% | 0.73% | $147.5万 | 1,975股 | $121.5万 | 1,869股 | +106股+5.67% | 加仓 |
 康宁GLW |
| 0.75% | 0.44% | $138.1万 | 5,405股 | $73.3万 | 5,393股 | +12股+0.22% | 加仓 |
 默沙东MRK |
| 0.73% | 0.98% | $135.8万 | 1.1万股 | $163.4万 | 1.4万股 | -3,017股-22.21% | 减仓 |
 GE航空GE |
| 0.69% | 0.9% | $128.3万 | 3,433股 | $149.9万 | 5,281股 | -1,848股-34.99% | 减仓 |
| FFLEXFLEX |
| 0.67% | 0.3% | $123.6万 | 7,625股 | $49.9万 | 7,625股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.65% | 0.64% | $120.8万 | 1.2万股 | $106.6万 | 1.2万股 | -72股-0.61% | 减仓 |
 思科CSCO |
| 0.65% | 0.48% | $120.6万 | 1.0万股 | $79.3万 | 1.0万股 | +42股+0.41% | 加仓 |
| S嘉信策略信托SCHD |
| 0.64% | 0.68% | $118.0万 | 3.7万股 | $113.3万 | 3.7万股 | +278股+0.75% | 加仓 |
| T赛默飞世尔TMO |
| 0.61% | 0.89% | $113.7万 | 2,267股 | $147.6万 | 3,002股 | -735股-24.48% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 0.57% | 0.57% | $104.8万 | 3,332股 | $95.5万 | 3,327股 | +5股+0.15% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.54% | 0.55% | $99.9万 | 2.3万股 | $91.1万 | 2.3万股 | -933股-3.98% | 减仓 |
 GE VernovaGEV |
| 0.54% | 0.69% | $99.4万 | 846股 | $114.8万 | 1,315股 | -469股-35.67% | 减仓 |
 宝洁PG |
| 0.54% | 0.6% | $99.3万 | 6,772股 | $100.3万 | 6,942股 | -170股-2.45% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.54% | 0.51% | $99.3万 | 3,305股 | $85.5万 | 3,448股 | -143股-4.15% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.51% | 0.7% | $94.5万 | 3.0万股 | $115.8万 | 4.2万股 | -1.1万股-26.95% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.5% | 0.52% | $92.2万 | 5,837股 | $86.8万 | 5,860股 | -23股-0.39% | 减仓 |
 沃特世WAT |
| 0.48% | 0.56% | $89.6万 | 2,388股 | $93.3万 | 3,133股 | -745股-23.78% | 减仓 |
| V先锋领航全球基金ESGV |
| 0.46% | 0.47% | $84.8万 | 6,409股 | $78.8万 | 7,019股 | -610股-8.69% | 减仓 |
 VisaV |
| 0.46% | 0.44% | $84.7万 | 2,470股 | $73.5万 | 2,431股 | +39股+1.60% | 加仓 |
 3M COMMMM |
| 0.45% | 0.45% | $84.0万 | 5,187股 | $75.2万 | 5,180股 | +7股+0.14% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.43% | 0.4% | $79.2万 | 3,218股 | $66.4万 | 3,190股 | +28股+0.88% | 加仓 |
 美国运通AXP |
| 0.43% | 0.43% | $79.2万 | 2,342股 | $70.8万 | 2,342股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.42% | 0.32% | $78.2万 | 1,638股 | $53.8万 | 1,592股 | +46股+2.89% | 加仓 |
 AMD超威AMD |
| 0.42% | 0.16% | $77.1万 | 1,328股 | $26.1万 | 1,285股 | +43股+3.35% | 加仓 |
 英特尔INTC |
| 0.4% | 0.14% | $74.7万 | 5,352股 | $23.4万 | 5,294股 | +58股+1.10% | 加仓 |
 好市多COST |
| 0.37% | 0.55% | $69.2万 | 740股 | $92.5万 | 928股 | -188股-20.26% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.37% | 0.35% | $68.8万 | 5,540股 | $59.1万 | 1,385股 | +4,155股+300.00% | 加仓 |
| PPacer基金信托COWZ |
| 0.34% | 0.45% | $63.1万 | 1.0万股 | $74.6万 | 1.2万股 | -1,790股-15.01% | 减仓 |
