 亚马逊AMZN |
| 18.89% | 20.95% | $3,689.5万 | 15.5万股 | $3,898.5万 | 18.7万股 | -3.2万股-17.30% | 减仓 |
 高盛GS |
| 17.5% | 15.36% | $3,418.0万 | 3.4万股 | $2,859.1万 | 3.4万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 15.08% | 16.47% | $2,944.9万 | 10.2万股 | $3,065.4万 | 12.1万股 | -1.9万股-15.74% | 减仓 |
 芝加哥期权交易所CBOE |
| 8.81% | 11% | $1,720.3万 | 7.1万股 | $2,046.2万 | 7.3万股 | -1,910股-2.62% | 减仓 |
 Meta平台META |
| 6.58% | 7.01% | $1,284.3万 | 2.3万股 | $1,304.5万 | 2.3万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.94% | 2.78% | $575.1万 | 7,701股 | $517.5万 | 7,957股 | -256股-3.22% | 减仓 |
| WWEC ENERGY COMIDU |
| 2.57% | 2.68% | $502.1万 | 4.3万股 | $497.8万 | 4.3万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2.34% | 1.13% | $456.9万 | 9,131股 | $209.5万 | 4,372股 | +4,759股+108.85% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.61% | 1.42% | $314.6万 | 8,903股 | $263.9万 | 9,201股 | -298股-3.24% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.5% | 1.31% | $293.7万 | 9,775股 | $243.3万 | 9,810股 | -35股-0.36% | 减仓 |
 美光科技MU |
| 1.4% | 0.58% | $273.0万 | 2,365股 | $108.1万 | 3,200股 | -835股-26.09% | 减仓 |
 礼来LLY |
| 1.36% | 1.09% | $265.4万 | 2,213股 | $203.5万 | 2,213股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.2% | 0.68% | $234.5万 | 6,338股 | $125.8万 | 3,921股 | +2,417股+61.64% | 加仓 |
 卡特彼勒CAT |
| 1.04% | 0.72% | $202.3万 | 1,900股 | $134.6万 | 1,900股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.98% | 0.93% | $192.0万 | 9,025股 | $173.2万 | 9,025股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.77% | 0.77% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.72% | 0.87% | $139.9万 | 1,900股 | $161.6万 | 2,800股 | -900股-32.14% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.72% | 0.71% | $139.9万 | 8,850股 | $131.9万 | 8,904股 | -54股-0.61% | 减仓 |
 摩根大通JPM |
| 0.65% | 0.62% | $127.7万 | 3,900股 | $114.7万 | 3,900股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VT |
| 0.59% | — | $115.3万 | 7,347股 | $0 | 0股 | +7,347股 | 新买入 |
 微软MSFT |
| 0.53% | 0.56% | $104.4万 | 2,800股 | $103.6万 | 2,800股 | 00.00% | 持仓不变 |
| WWisdomTree信托DLN |
| 0.53% | 0.5% | $102.9万 | 1.1万股 | $93.7万 | 1.0万股 | +194股+1.85% | 加仓 |
| IiShares安硕信托IWD |
| 0.5% | 0.46% | $97.0万 | 4,000股 | $85.5万 | 4,000股 | 00.00% | 持仓不变 |
| AALPS BARRON'S 400 ETFBFOR |
| 0.49% | 0.48% | $95.6万 | 1.0万股 | $89.4万 | 1.1万股 | -767股-7.12% | 减仓 |
 迪尔DE |
| 0.49% | 0.45% | $95.1万 | 1,500股 | $84.5万 | 1,500股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.46% | 0.43% | $90.1万 | 3,580股 | $79.6万 | 3,661股 | -81股-2.21% | 减仓 |
 英伟达NVDA |
| 0.44% | 0.43% | $86.5万 | 4,325股 | $80.2万 | 4,600股 | -275股-5.98% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.42% | 0.38% | $81.7万 | 2.8万股 | $70.8万 | 2.8万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.4% | 0.36% | $78.7万 | 2,800股 | $67.9万 | 2,800股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.39% | 0.51% | $76.2万 | 4,000股 | $94.8万 | 5,000股 | -1,000股-20.00% | 减仓 |
 赛富时CRM |
| 0.37% | 0.6% | $72.7万 | 4,640股 | $111.4万 | 5,970股 | -1,330股-22.28% | 减仓 |
| IiShares安硕信托ITOT |
| 0.35% | 0.32% | $69.2万 | 4,214股 | $60.0万 | 4,214股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.35% | 0.36% | $68.8万 | 1,900股 | $67.2万 | 1,910股 | -10股-0.52% | 减仓 |
 鲍尔公司BALL |
| 0.35% | 0.35% | $68.6万 | 1.1万股 | $65.0万 | 1.1万股 | 00.00% | 持仓不变 |
 芝加哥商品交易所CME |
| 0.34% | 0.63% | $65.9万 | 2,984股 | $118.1万 | 4,000股 | -1,016股-25.40% | 减仓 |
 GE航空GE |
| 0.33% | 0.26% | $63.5万 | 1,700股 | $48.2万 | 1,700股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.31% | 0.32% | $61.0万 | 2,400股 | $58.7万 | 2,400股 | 00.00% | 持仓不变 |
 VisaV |
| 0.3% | 0.28% | $58.7万 | 1,710股 | $51.7万 | 1,710股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.29% | 0.29% | $56.9万 | 7,000股 | $53.2万 | 7,000股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.28% | 0.25% | $55.3万 | 1.5万股 | $46.4万 | 1.5万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.26% | 0.27% | $51.4万 | 1,900股 | $49.5万 | 1,900股 | 00.00% | 持仓不变 |
| V先锋领航·SMALLVBR |
| 0.25% | 0.23% | $48.6万 | 2,000股 | $43.5万 | 2,000股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.25% | 0.26% | $48.1万 | 500股 | $48.1万 | 500股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.24% | 0.23% | $47.0万 | 2,600股 | $43.0万 | 2,600股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.22% | 0.22% | $42.7万 | 3,120股 | $40.9万 | 3,120股 | 00.00% | 持仓不变 |
| FFIRST TR EXCHNG TRADED FD VI |
| 0.21% | 0.2% | $40.2万 | 7,689股 | $36.7万 | 7,689股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 0.2% | 0.18% | $38.6万 | 5,000股 | $33.8万 | 5,000股 | 00.00% | 持仓不变 |
 SMITH A OAOS |
| 0.19% | 0.21% | $37.6万 | 6,000股 | $39.6万 | 6,000股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.19% | 0.19% | $36.7万 | 2,500股 | $36.1万 | 2,500股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.18% | 0.18% | $35.4万 | 1,000股 | $34.3万 | 1,000股 | 00.00% | 持仓不变 |
