 微软MSFT |
| 7.5% | 7.53% | $2,978.0万 | 18.9万股 | $3,660.1万 | 23.2万股 | -4.3万股-18.64% | 减仓 |
 苹果AAPL |
| 5.07% | 4.73% | $2,015.0万 | 7.9万股 | $2,299.6万 | 7.8万股 | +927股+1.18% | 加仓 |
| SSPDR黄金信托GLD |
| 4.68% | 2.96% | $1,857.2万 | 12.5万股 | $1,441.2万 | 10.1万股 | +2.5万股+24.39% | 加仓 |
 PUBLIC STORAGE COMPSA |
| 3.4% | 1.88% | $1,348.8万 | 6.8万股 | $914.3万 | 4.3万股 | +2.5万股+58.18% | 加仓 |
| IiShares安硕信托PFF |
| 2.76% | 2.72% | $1,097.9万 | 34.5万股 | $1,324.6万 | 35.2万股 | -7,561股-2.15% | 减仓 |
| IiShares安硕信托IVV |
| 2.69% | 2.8% | $1,068.4万 | 4.1万股 | $1,362.3万 | 4.2万股 | -798股-1.89% | 减仓 |
 REPUBLIC SVCSRSG |
| 2.5% | 1.82% | $992.3万 | 13.2万股 | $885.2万 | 9.9万股 | +3.3万股+33.86% | 加仓 |
 WASTE MGMT DELWM |
| 2.43% | 2% | $965.5万 | 10.4万股 | $972.8万 | 8.5万股 | +1.9万股+22.19% | 加仓 |
 甲骨文ORCL |
| 2.28% | 1.21% | $903.8万 | 18.7万股 | $586.5万 | 11.1万股 | +7.6万股+68.92% | 加仓 |
 威瑞森VZ |
| 2.06% | 1.91% | $819.0万 | 15.2万股 | $930.2万 | 15.1万股 | +940股+0.62% | 加仓 |
 亚马逊AMZN |
| 2.05% | 1.69% | $815.8万 | 4,184股 | $820.4万 | 4,440股 | -256股-5.77% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.04% | 1.93% | $811.2万 | 6,976股 | $938.9万 | 7,022股 | -46股-0.66% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.94% | 1.89% | $771.2万 | 4.2万股 | $919.7万 | 4.1万股 | +1,578股+3.89% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.84% | 2.21% | $729.6万 | 2.8万股 | $1,074.9万 | 3.3万股 | -5,088股-15.24% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.78% | 0.89% | $705.4万 | 1.6万股 | $433.5万 | 8,936股 | +7,232股+80.93% | 加仓 |
 好市多COST |
| 1.76% | 1.82% | $698.8万 | 2.5万股 | $886.3万 | 3.0万股 | -5,644股-18.72% | 减仓 |
 联邦快递FDX |
| 1.61% | 1.59% | $640.1万 | 5.3万股 | $774.6万 | 5.1万股 | +1,561股+3.05% | 加仓 |
 家得宝HD |
| 1.59% | 1.49% | $631.2万 | 3.4万股 | $725.0万 | 3.3万股 | +608股+1.83% | 加仓 |
 CROWN CASTLE COMCCI |
| 1.58% | 1.84% | $626.7万 | 4.3万股 | $895.9万 | 6.3万股 | -2.0万股-31.14% | 减仓 |
 辉瑞PFE |
| 1.5% | 1.39% | $595.6万 | 18.2万股 | $677.9万 | 17.3万股 | +9,454股+5.46% | 加仓 |
| IiShares安硕信托LQD |
| 1.48% | 0.84% | $586.5万 | 4.7万股 | $406.4万 | 3.2万股 | +1.6万股+49.50% | 加仓 |
 标普全球SPGI |
| 1.44% | 0.76% | $571.5万 | 2.3万股 | $367.9万 | 1.3万股 | +9,851股+73.12% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 1.42% | — | $565.0万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 UNITED RENTALSURI |
| 1.41% | 0.01% | $558.7万 | 5.4万股 | $3.4万 | 205股 | +5.4万股+26,386.83% | 加仓 |
| IiShares安硕信托SHV |
| 1.4% | — | $555.1万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| BBECTON DICKINSON & COMBDX |
| 1.39% | 1.28% | $554.1万 | 2.4万股 | $623.3万 | 2.3万股 | +1,197股+5.22% | 加仓 |
| EEXPEDITORS INTL WASHEXPE |
| 1.39% | <0.01% | $551.0万 | 8.3万股 | $2,000 | 24股 | +8.3万股+344,012.50% | 加仓 |
 VisaV |
| 1.22% | 1.11% | $484.8万 | 3.0万股 | $539.8万 | 2.9万股 | +1,364股+4.75% | 加仓 |
 艾伯维ABBV |
| 1.21% | 1.17% | $480.5万 | 6.3万股 | $570.3万 | 6.4万股 | -1,340股-2.08% | 减仓 |
 诺和诺德NVO |
| 1.2% | 0.89% | $477.0万 | 7.9万股 | $432.4万 | 7.5万股 | +4,542股+6.08% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 1.08% | 0.47% | $428.4万 | 8.8万股 | $228.4万 | 4.5万股 | +4.3万股+94.34% | 加仓 |
 可口可乐KO |
| 1.06% | 2.47% | $420.7万 | 9.5万股 | $1,198.4万 | 21.7万股 | -12.1万股-56.09% | 减仓 |
 DOLLAR GEN NEWDG |
| 1.06% | 0.84% | $419.5万 | 2.8万股 | $406.8万 | 2.6万股 | +1,699股+6.51% | 加仓 |
 星座品牌STZ |
| 1.01% | 1.03% | $402.6万 | 2.8万股 | $502.7万 | 2.6万股 | +1,587股+5.99% | 加仓 |
 森科能源SU |
| 1% | 0.92% | $397.8万 | 25.2万股 | $448.1万 | 13.7万股 | +11.5万股+84.32% | 加仓 |
| IIBMIBM |
| 1% | 1.03% | $397.6万 | 3.6万股 | $500.1万 | 3.7万股 | -1,471股-3.94% | 减仓 |
 强生JNJ |
| 1% | 1.85% | $396.9万 | 3.0万股 | $900.6万 | 6.2万股 | -3.1万股-50.97% | 减仓 |
 联合健康UNH |
| 0.99% | 1.73% | $394.8万 | 1.6万股 | $840.8万 | 2.9万股 | -1.3万股-44.64% | 减仓 |
 嘉信理财SCHW |
| 0.99% | <0.01% | $392.3万 | 11.7万股 | $5,000 | 112股 | +11.7万股+104,075.89% | 加仓 |
 Meta平台META |
| 0.9% | 0.85% | $356.9万 | 2.1万股 | $413.5万 | 2.0万股 | +1,253股+6.22% | 加仓 |
| RRAYTHEON CO |
| 0.84% | 1.08% | $334.8万 | 2.6万股 | $526.4万 | 2.4万股 | +1,576股+6.58% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.83% | 0.91% | $328.6万 | 1.9万股 | $442.6万 | 1.7万股 | +1,218股+6.97% | 加仓 |
 思科CSCO |
| 0.79% | 0.6% | $315.0万 | 8.0万股 | $294.1万 | 6.1万股 | +1.9万股+30.67% | 加仓 |
| I景顺QQQ信托VOO |
| 0.74% | — | $292.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 百事可乐PEP |
| 0.71% | 0.88% | $282.0万 | 2.3万股 | $429.3万 | 3.1万股 | -7,926股-25.24% | 减仓 |
| AAT&TT |
| 0.71% | 0.8% | $281.6万 | 9.7万股 | $388.4万 | 9.9万股 | -2,760股-2.78% | 减仓 |
 雪佛龙CVX |
| 0.67% | 0.88% | $266.9万 | 3.7万股 | $429.8万 | 3.6万股 | +1,163股+3.26% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.67% | 0.77% | $266.3万 | 5.0万股 | $374.3万 | 7.0万股 | -1.9万股-27.79% | 减仓 |
| CCANADIAN NAT RESCNQ |
| 0.66% | 0.03% | $260.9万 | 19.3万股 | $13.6万 | 4,198股 | +18.8万股+4,487.42% | 加仓 |
| FFIDELITY LOW VOLATILITY FACTOR ETFFDLO |
| 0.62% | 0.62% | $247.6万 | 7.9万股 | $303.6万 | 7.8万股 | +873股+1.11% | 加仓 |
