 微软MSFT |
| 4.34% | 3.69% | $1,258.0万 | 2.5万股 | $982.9万 | 2.4万股 | +1,041股+4.37% | 加仓 |
 苹果AAPL |
| 4.05% | 4.24% | $1,173.1万 | 3.8万股 | $1,130.4万 | 3.9万股 | -569股-1.47% | 减仓 |
| IiShares安硕信托IVW |
| 4.03% | 3.83% | $1,166.8万 | 8.2万股 | $1,019.9万 | 7.5万股 | +7,448股+9.95% | 加仓 |
| S嘉信策略信托SCHF |
| 4.01% | 4.01% | $1,161.3万 | 41.4万股 | $1,068.7万 | 39.1万股 | +2.3万股+5.88% | 加仓 |
 英伟达NVDA |
| 3.03% | 3.28% | $877.7万 | 4.0万股 | $873.3万 | 4.0万股 | +549股+1.38% | 加仓 |
 PALO ALTOPANW |
| 2.76% | 2.02% | $799.7万 | 2.1万股 | $537.2万 | 2.5万股 | -4,373股-17.39% | 减仓 |
 摩根大通JPM |
| 2.67% | 2.37% | $774.6万 | 2.2万股 | $632.2万 | 2.1万股 | +457股+2.17% | 加仓 |
 强生JNJ |
| 2.65% | 2.45% | $768.7万 | 2.9万股 | $653.1万 | 2.9万股 | -135股-0.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.47% | 2.26% | $715.5万 | 9,256股 | $601.6万 | 8,138股 | +1,118股+13.74% | 加仓 |
 雪佛龙CVX |
| 2.41% | 2.49% | $699.9万 | 3.6万股 | $662.5万 | 3.6万股 | +46股+0.13% | 加仓 |
 万事达MA |
| 2.41% | 2.31% | $698.8万 | 1.2万股 | $616.8万 | 1.2万股 | +18股+0.15% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.27% | 2.22% | $658.9万 | 1.2万股 | $592.1万 | 1.2万股 | +98股+0.79% | 加仓 |
 奎斯特诊断DGX |
| 2.24% | 2.01% | $648.5万 | 2.7万股 | $536.4万 | 2.8万股 | -968股-3.43% | 减仓 |
 康明斯CMI |
| 2.13% | 2.53% | $618.4万 | 9,742股 | $674.8万 | 9,603股 | +139股+1.45% | 加仓 |
| IIBMIBM |
| 2.09% | 2.1% | $606.5万 | 2.6万股 | $559.5万 | 2.5万股 | +637股+2.55% | 加仓 |
 家得宝HD |
| 2.07% | 1.93% | $600.4万 | 1.7万股 | $514.3万 | 1.7万股 | +599股+3.63% | 加仓 |
 德州仪器TXN |
| 1.94% | 2.08% | $561.9万 | 2.0万股 | $555.1万 | 1.9万股 | +1,392股+7.47% | 加仓 |
 TRAVELERS COSTRV |
| 1.9% | 1.62% | $551.7万 | 1.5万股 | $431.2万 | 1.5万股 | +178股+1.23% | 加仓 |
| IiShares黄金信托IAU |
| 1.89% | 2.03% | $546.5万 | 6.6万股 | $542.1万 | 6.1万股 | +5,365股+8.81% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.77% | 1.55% | $512.7万 | 6.3万股 | $413.2万 | 5.0万股 | +1.3万股+26.60% | 加仓 |
 伊顿ETN |
| 1.76% | 1.61% | $511.3万 | 1.1万股 | $427.9万 | 1.0万股 | +1,277股+12.50% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 2.02% | $493.8万 | 1.4万股 | $537.2万 | 1.4万股 | -13股-0.09% | 减仓 |
 泛林集团LRCX |
| 1.66% | 0.24% | $482.5万 | 1.6万股 | $63.9万 | 2,157股 | +1.4万股+630.13% | 加仓 |
 Meta平台META |
| 1.61% | 1.76% | $467.6万 | 7,860股 | $468.9万 | 7,830股 | +30股+0.38% | 加仓 |
 沃尔玛WMT |
| 1.52% | 2.32% | $439.5万 | 3.9万股 | $619.3万 | 4.9万股 | -9,524股-19.62% | 减仓 |
 嘉信理财SCHW |
| 1.5% | 1.3% | $435.5万 | 4.0万股 | $345.7万 | 3.9万股 | +968股+2.46% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.47% | 1.62% | $427.5万 | 4.6万股 | $431.4万 | 4.7万股 | -872股-1.85% | 减仓 |
 YELPYELP |
| 1.42% | 1.58% | $410.8万 | 16.7万股 | $421.6万 | 16.7万股 | +554股+0.33% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 1.41% | 1.49% | $409.1万 | 1.3万股 | $398.1万 | 1.3万股 | -218股-1.71% | 减仓 |
 L3哈里斯LHX |
| 1.34% | 1.52% | $389.6万 | 1.3万股 | $405.4万 | 1.3万股 | +42股+0.31% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 1.16% | 1.11% | $335.8万 | 8,653股 | $295.7万 | 7,931股 | +722股+9.10% | 加仓 |
| O宏盟集团OMC |
| 1.13% | 1.1% | $326.9万 | 3.9万股 | $293.9万 | 3.9万股 | -486股-1.24% | 减仓 |
| NNUSHARES ETF TRNULG |
| 1.06% | 1.13% | $306.5万 | 2.6万股 | $300.3万 | 2.8万股 | -1,172股-4.26% | 减仓 |
 斯伦贝谢SLB |
| 1.06% | — | $305.9万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 SterisSTE |
| 0.95% | 0.89% | $276.7万 | 1.2万股 | $238.1万 | 1.2万股 | -214股-1.81% | 减仓 |
 KROGER COMKR |
| 0.95% | 1.25% | $276.4万 | 4.9万股 | $332.7万 | 5.1万股 | -2,401股-4.68% | 减仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 0.85% | 0.75% | $246.9万 | 2.6万股 | $200.7万 | 2.1万股 | +4,976股+23.89% | 加仓 |
 瑞思迈RMD |
| 0.79% | 0.84% | $229.1万 | 1.0万股 | $223.5万 | 1.1万股 | -838股-7.45% | 减仓 |
 亚马逊AMZN |
| 0.65% | 0.62% | $189.1万 | 6,799股 | $165.8万 | 6,164股 | +635股+10.30% | 加仓 |
| IiShares安硕信托EFG |
| 0.64% | 0.58% | $184.4万 | 1.5万股 | $153.7万 | 1.3万股 | +1,996股+15.78% | 加仓 |
 应用材料AMAT |
| 0.6% | 0.69% | $175.2万 | 3,356股 | $185.1万 | 4,173股 | -817股-19.58% | 减仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.56% | 0.96% | $163.0万 | 6.9万股 | $256.7万 | 10.9万股 | -4.0万股-37.07% | 减仓 |
| IiShares安硕·COREIJH |
| 0.54% | 0.49% | $156.3万 | 2.0万股 | $131.2万 | 1.8万股 | +2,377股+13.37% | 加仓 |
 美光科技MU |
| 0.52% | 0.85% | $150.2万 | 1,744股 | $227.4万 | 2,859股 | -1,115股-39.00% | 减仓 |
| IISHARES TR MRNING SM CP ETFISCV |
| 0.5% | 0.44% | $145.5万 | 1.8万股 | $118.5万 | 1.6万股 | +2,033股+12.75% | 加仓 |
 谷歌AGOOGL |
| 0.49% | 1.1% | $141.1万 | 3,946股 | $294.1万 | 7,566股 | -3,620股-47.85% | 减仓 |
| S嘉信·USSCHP |
| 0.46% | 0.42% | $134.3万 | 5.2万股 | $113.1万 | 4.2万股 | +9,705股+23.04% | 加仓 |
 AMGEN COMAMGN |
| 0.46% | 0.4% | $133.2万 | 3,193股 | $106.0万 | 3,215股 | -22股-0.68% | 减仓 |
 AMD超威AMD |
| 0.45% | 0.7% | $130.2万 | 2,773股 | $186.3万 | 4,060股 | -1,287股-31.70% | 减仓 |
| TTELADOC HEALTHTDOC |
| 0.44% | 0.5% | $128.1万 | 132.5万股 | $132.0万 | 137.5万股 | -5.0万股-3.64% | 减仓 |
