 苹果AAPL |
| 14.01% | 12.81% | $1,776.5万 | 15.3万股 | $1,352.6万 | 3.7万股 | +11.6万股+313.71% | 加仓 |
 亚马逊AMZN |
| 8.84% | 9.03% | $1,120.6万 | 3,559股 | $953.4万 | 3,456股 | +103股+2.98% | 加仓 |
 微软MSFT |
| 4.28% | 4.97% | $542.7万 | 2.6万股 | $525.0万 | 2.6万股 | +5股+0.02% | 加仓 |
 特斯拉TSLA |
| 3.06% | 1.76% | $387.9万 | 9,042股 | $186.1万 | 1,723股 | +7,319股+424.78% | 加仓 |
 家得宝HD |
| 2.47% | 2.65% | $313.3万 | 1.1万股 | $279.9万 | 1.1万股 | +110股+0.98% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 2.4% | 2.62% | $304.0万 | 2.6万股 | $276.2万 | 2.7万股 | -805股-2.96% | 减仓 |
 VisaV |
| 2.34% | 2.69% | $296.7万 | 1.5万股 | $283.8万 | 1.5万股 | +144股+0.98% | 加仓 |
 贝莱德·INC COMBLK |
| 2.27% | 2.62% | $287.3万 | 5,097股 | $276.8万 | 5,088股 | +9股+0.18% | 加仓 |
| IiShares安硕信托IVW |
| 2.11% | 2.27% | $267.1万 | 1.2万股 | $239.5万 | 1.2万股 | +14股+0.12% | 加仓 |
 Meta平台META |
| 2.05% | 2.33% | $260.3万 | 9,938股 | $246.0万 | 1.1万股 | -896股-8.27% | 减仓 |
 摩根大通JPM |
| 1.99% | 2.33% | $252.1万 | 2.6万股 | $246.5万 | 2.6万股 | -30股-0.11% | 减仓 |
 联合健康UNH |
| 1.98% | 2.24% | $251.1万 | 8,055股 | $236.3万 | 8,012股 | +43股+0.54% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.91% | 1.94% | $241.9万 | 1.1万股 | $205.0万 | 1.1万股 | -125股-1.09% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.83% | 1.52% | $232.6万 | 6,946股 | $160.9万 | 5,218股 | +1,728股+33.12% | 加仓 |
| IiShares安硕·COREIJR |
| 1.47% | 1.74% | $186.7万 | 2.7万股 | $183.2万 | 2.7万股 | -252股-0.94% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 1.47% | 1.59% | $186.4万 | 8,592股 | $167.8万 | 8,740股 | -148股-1.69% | 减仓 |
 英伟达NVDA |
| 1.38% | 1.13% | $174.9万 | 3,232股 | $119.3万 | 3,141股 | +91股+2.90% | 加仓 |
 麦当劳MCD |
| 1.31% | 1.3% | $166.1万 | 7,569股 | $137.7万 | 7,466股 | +103股+1.38% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.31% | 1.47% | $165.8万 | 1.4万股 | $154.9万 | 1.4万股 | +31股+0.21% | 加仓 |
 万事达MA |
| 1.3% | 1.38% | $164.8万 | 4,874股 | $145.5万 | 4,921股 | -47股-0.96% | 减仓 |
| IiShares安硕·COREIJH |
| 1.3% | 1.5% | $164.8万 | 8,892股 | $158.0万 | 8,884股 | +8股+0.09% | 加仓 |
 迪士尼DIS |
| 1.27% | 1.41% | $161.6万 | 1.3万股 | $148.8万 | 1.3万股 | -316股-2.37% | 减仓 |
 PAYPAL COMPYPL |
| 1.27% | 1.29% | $161.2万 | 8,182股 | $135.9万 | 7,799股 | +383股+4.91% | 加仓 |
 NETFLIXNFLX |
| 1.26% | 1.36% | $160.4万 | 3,208股 | $143.5万 | 3,153股 | +55股+1.74% | 加仓 |
 好市多COST |
| 1.18% | 1.1% | $149.2万 | 4,202股 | $116.5万 | 3,842股 | +360股+9.37% | 加仓 |
| V先锋领航指数基金VOO |
| 1.06% | 0.83% | $134.4万 | 4,837股 | $87.2万 | 3,523股 | +1,314股+37.30% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1% | 1.15% | $126.5万 | 861股 | $121.4万 | 859股 | +2股+0.23% | 加仓 |
 赛富时CRM |
| 0.97% | 0.72% | $122.7万 | 4,881股 | $76.0万 | 4,059股 | +822股+20.25% | 加仓 |
 WASTE MGMT DELWM |
| 0.88% | 0.98% | $112.2万 | 9,912股 | $103.4万 | 9,763股 | +149股+1.53% | 加仓 |
 强生JNJ |
| 0.87% | 0.95% | $110.8万 | 7,440股 | $100.7万 | 7,160股 | +280股+3.91% | 加仓 |
 谷歌AGOOGL |
| 0.86% | 1% | $109.6万 | 748股 | $106.1万 | 748股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.83% | 0.98% | $105.7万 | 9,403股 | $103.1万 | 9,531股 | -128股-1.34% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.8% | 0.92% | $101.9万 | 3,006股 | $97.4万 | 3,002股 | +4股+0.13% | 加仓 |
 霍尼韦尔HON |
| 0.77% | 0.73% | $97.1万 | 5,900股 | $77.2万 | 5,341股 | +559股+10.47% | 加仓 |
 威瑞森VZ |
| 0.74% | 0.79% | $93.9万 | 1.6万股 | $83.2万 | 1.5万股 | +690股+4.57% | 加仓 |
 辉瑞PFE |
| 0.72% | 0.71% | $91.1万 | 2.5万股 | $75.3万 | 2.3万股 | +1,799股+7.81% | 加仓 |
| T赛默飞世尔TMO |
| 0.68% | 0.67% | $86.5万 | 1,959股 | $71.0万 | 1,958股 | +1股+0.05% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.68% | 0.73% | $86.2万 | 3,106股 | $77.2万 | 2,994股 | +112股+3.74% | 加仓 |
| PPIMCO CALIF MUN INCOME FD II |
| 0.65% | — | $82.3万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
 DANAHER DEL COMDHR |
| 0.63% | 0.61% | $79.7万 | 3,701股 | $64.0万 | 3,619股 | +82股+2.27% | 加仓 |
 INDEPENDENCE RLTY TRIRT |
| 0.58% | 0.69% | $73.4万 | 6.3万股 | $72.8万 | 6.3万股 | +22股+0.03% | 加仓 |
| DDirexion股票ETF信托FAS |
| 0.58% | 0.64% | $73.2万 | 2.2万股 | $68.0万 | 2.2万股 | -115股-0.53% | 减仓 |
 艾伯维ABBV |
| 0.55% | 0.67% | $69.9万 | 7,981股 | $71.1万 | 7,243股 | +738股+10.19% | 加仓 |
 百事可乐PEP |
| 0.55% | 0.6% | $69.2万 | 4,991股 | $62.9万 | 4,757股 | +234股+4.92% | 加仓 |
| AALPS SECTOR DIVIDEND DOGS ETFSDOG |
| 0.54% | 0.64% | $69.1万 | 1.8万股 | $67.8万 | 1.9万股 | -373股-2.00% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.53% | 0.84% | $67.3万 | 12.4万股 | $88.5万 | 12.4万股 | -89股-0.07% | 减仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.52% | 0.74% | $66.3万 | 1.3万股 | $78.1万 | 1.6万股 | -2,886股-18.51% | 减仓 |
 博通AVGO |
| 0.5% | 0.5% | $63.2万 | 1,734股 | $52.4万 | 1,660股 | +74股+4.46% | 加仓 |
 默沙东MRK |
| 0.49% | 0.55% | $62.7万 | 7,558股 | $58.1万 | 7,517股 | +41股+0.55% | 加仓 |
| S嘉信策略信托SCHD |
| 0.49% | 0.62% | $62.5万 | 1.1万股 | $65.8万 | 1.3万股 | -1,419股-11.16% | 减仓 |
