 康宁GLW |
| 4.33% | 3% | $2,084.6万 | 8.2万股 | $1,197.0万 | 8.8万股 | -6,424股-7.30% | 减仓 |
| S道富SPYM |
| 3.73% | 3.84% | $1,793.0万 | 20.4万股 | $1,529.0万 | 20.0万股 | +4,261股+2.13% | 加仓 |
 苹果AAPL |
| 3.56% | 3.8% | $1,711.6万 | 5.9万股 | $1,514.5万 | 6.0万股 | -524股-0.88% | 减仓 |
 英伟达NVDA |
| 3.12% | 3.33% | $1,500.6万 | 7.5万股 | $1,325.6万 | 7.6万股 | -1,013股-1.33% | 减仓 |
| SSPDR道富指数基金SPDW |
| 2.68% | 3.08% | $1,290.1万 | 25.6万股 | $1,226.1万 | 26.9万股 | -1.3万股-4.68% | 减仓 |
| IiShares安硕信托IBDR |
| 2.64% | 3.86% | $1,268.8万 | 52.4万股 | $1,538.9万 | 63.5万股 | -11.1万股-17.52% | 减仓 |
 家得宝HD |
| 2.6% | 2.88% | $1,252.1万 | 3.6万股 | $1,149.7万 | 3.5万股 | +544股+1.56% | 加仓 |
 高盛GS |
| 2.5% | 2.51% | $1,203.2万 | 1.2万股 | $1,002.4万 | 1.2万股 | +49股+0.41% | 加仓 |
 微软MSFT |
| 2.5% | 2.86% | $1,202.0万 | 3.2万股 | $1,139.6万 | 3.1万股 | +1,440股+4.68% | 加仓 |
 安费诺APH |
| 2.46% | 2.06% | $1,182.8万 | 6.7万股 | $822.7万 | 6.5万股 | +1,966股+3.02% | 加仓 |
 博通AVGO |
| 2.39% | 2.33% | $1,147.2万 | 3.0万股 | $930.2万 | 3.0万股 | +315股+1.05% | 加仓 |
 康明斯CMI |
| 2.21% | 1.99% | $1,061.1万 | 1.5万股 | $791.8万 | 1.5万股 | +161股+1.09% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 2.14% | 2.37% | $1,030.1万 | 8.3万股 | $946.0万 | 2.2万股 | +6.1万股+273.93% | 加仓 |
 沃尔玛WMT |
| 2.03% | 2.65% | $977.8万 | 8.6万股 | $1,054.3万 | 8.5万股 | +1,502股+1.77% | 加仓 |
| G通用动力VTI |
| 2% | 2.38% | $961.7万 | 2.6万股 | $950.1万 | 3.0万股 | -3,628股-12.25% | 减仓 |
 德州仪器TXN |
| 1.98% | 1.5% | $951.2万 | 3.2万股 | $597.2万 | 3.1万股 | +1,153股+3.75% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.82% | 2.01% | $874.8万 | 1.7万股 | $801.8万 | 1.7万股 | +751股+4.49% | 加仓 |
 强生JNJ |
| 1.7% | 1.93% | $817.2万 | 3.2万股 | $770.7万 | 3.2万股 | +647股+2.05% | 加仓 |
| IIBMIBM |
| 1.66% | 1.62% | $796.7万 | 2.8万股 | $646.0万 | 2.7万股 | +1,681股+6.31% | 加仓 |
 CHUBB LIMITEDCB |
| 1.59% | 1.77% | $762.3万 | 2.2万股 | $707.4万 | 2.2万股 | +669股+3.08% | 加仓 |
| IiShares安硕信托IVV |
| 1.56% | 1.69% | $749.8万 | 1.0万股 | $672.7万 | 1.0万股 | -287股-2.79% | 减仓 |
| GGlobal X基金AIQ |
| 1.54% | 0.43% | $740.5万 | 11.3万股 | $172.8万 | 3.7万股 | +7.6万股+204.76% | 加仓 |
 礼来LLY |
| 1.51% | 1.34% | $727.0万 | 6,061股 | $535.1万 | 5,818股 | +243股+4.18% | 加仓 |
 ROSS STORES COMROST |
| 1.51% | 1.82% | $724.7万 | 3.4万股 | $726.9万 | 3.4万股 | +489股+1.46% | 加仓 |
 AFLAC COMAFL |
| 1.47% | 1.62% | $705.5万 | 6.0万股 | $644.6万 | 5.9万股 | +1,414股+2.41% | 加仓 |
 联合太平洋铁路UNP |
| 1.47% | 1.51% | $704.8万 | 2.6万股 | $603.1万 | 2.5万股 | +1,056股+4.25% | 加仓 |
 万事达MA |
| 1.43% | 1.56% | $690.0万 | 1.3万股 | $622.5万 | 1.2万股 | +975股+7.83% | 加仓 |
| GGARMIN SHSGRMN |
| 1.42% | 1.61% | $684.3万 | 2.9万股 | $640.5万 | 2.8万股 | +1,202股+4.35% | 加仓 |
 GE VernovaGEV |
| 1.32% | 1.18% | $635.6万 | 5,410股 | $471.1万 | 5,397股 | +13股+0.24% | 加仓 |
| I景顺QQQ信托VOO |
| 1.31% | — | $627.9万 | 8,527股 | $0 | 0股 | +8,527股 | 新买入 |
 L3哈里斯LHX |
| 1.29% | 1.75% | $622.3万 | 2.1万股 | $699.1万 | 2.0万股 | +1,160股+5.73% | 加仓 |
 通用动力GD |
| 1.28% | 1.48% | $616.5万 | 1.7万股 | $589.6万 | 1.7万股 | +224股+1.30% | 加仓 |
 谷歌AGOOGL |
| 1.1% | 1.12% | $529.1万 | 1.5万股 | $446.3万 | 1.6万股 | -714股-4.60% | 减仓 |
 甲骨文ORCL |
| 1.09% | 1.27% | $525.9万 | 3.6万股 | $508.1万 | 3.5万股 | +1,352股+3.91% | 加仓 |
 宝洁PG |
| 1.03% | 1.17% | $493.9万 | 3.4万股 | $466.5万 | 3.2万股 | +1,384股+4.29% | 加仓 |
 标普全球SPGI |
| 1.03% | 1.23% | $493.5万 | 1.2万股 | $491.9万 | 1.2万股 | +551股+4.76% | 加仓 |
 百事可乐PEP |
| 0.96% | 1.28% | $461.6万 | 3.4万股 | $508.4万 | 3.3万股 | +1,355股+4.14% | 加仓 |
 空气化工APD |
| 0.96% | 1.08% | $460.2万 | 1.6万股 | $431.1万 | 1.5万股 | +857股+5.77% | 加仓 |
 EOG资源EOG |
| 0.86% | 1.15% | $411.6万 | 3.2万股 | $457.1万 | 3.2万股 | +106股+0.34% | 加仓 |
 雅培ABT |
| 0.85% | 1.06% | $407.3万 | 4.5万股 | $422.7万 | 4.1万股 | +3,718股+9.03% | 加仓 |
 雪佛龙CVX |
| 0.83% | 1.23% | $397.9万 | 2.4万股 | $489.9万 | 2.4万股 | +326股+1.38% | 加仓 |
 美敦力MDT |
| 0.8% | 0.96% | $382.4万 | 4.9万股 | $381.7万 | 4.4万股 | +4,828股+10.96% | 加仓 |
| SSPDR道富系列信托XAR |
| 0.79% | 0.99% | $378.5万 | 1.3万股 | $395.0万 | 1.6万股 | -2,214股-14.24% | 减仓 |
 VertivVRT |
| 0.77% | 0.68% | $371.0万 | 1.1万股 | $272.2万 | 1.1万股 | +219股+2.02% | 加仓 |
| F第一信托交易所交易基金VIFDEC |
| 0.76% | 1.01% | $367.7万 | 6.8万股 | $401.5万 | 8.1万股 | -1.3万股-16.40% | 减仓 |
| S道富SPMD |
| 0.75% | 0.78% | $359.9万 | 5.3万股 | $312.8万 | 5.3万股 | +452股+0.86% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.7% | 1.09% | $334.7万 | 1.7万股 | $432.9万 | 2.3万股 | -6,554股-27.90% | 减仓 |
 亚马逊AMZN |
| 0.66% | 0.7% | $316.6万 | 1.3万股 | $277.2万 | 1.3万股 | -27股-0.20% | 减仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.63% | 1.25% | $304.0万 | 10.1万股 | $497.4万 | 14.0万股 | -4.0万股-28.20% | 减仓 |
 霍尼韦尔HON |
| 0.61% | 1.41% | $292.4万 | 1.3万股 | $561.2万 | 2.5万股 | -1.2万股-47.41% | 减仓 |
