 谷歌AGOOGL |
| 17.28% | 15.76% | $4,298.1万 | 12.0万股 | $3,447.1万 | 12.0万股 | +397股+0.33% | 加仓 |
 微软MSFT |
| 7.59% | 8.43% | $1,886.6万 | 5.1万股 | $1,842.6万 | 5.0万股 | +799股+1.61% | 加仓 |
 CHUBB LIMITEDCB |
| 6.9% | 7.39% | $1,716.1万 | 5.0万股 | $1,616.5万 | 5.0万股 | +767股+1.55% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 5.98% | 6.54% | $1,488.3万 | 3.0万股 | $1,430.4万 | 3.0万股 | -107股-0.36% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 5.76% | 6.7% | $1,433.5万 | 39.0万股 | $1,465.4万 | 38.7万股 | +2,700股+0.70% | 加仓 |
 博通AVGO |
| 5.65% | 5.19% | $1,406.2万 | 3.7万股 | $1,135.8万 | 3.7万股 | +528股+1.44% | 加仓 |
| EElbit Systems LtdESLT |
| 4.16% | 5.19% | $1,034.3万 | 1.4万股 | $1,134.2万 | 1.3万股 | +274股+2.05% | 加仓 |
 强生JNJ |
| 3.98% | 4.28% | $990.8万 | 3.9万股 | $935.3万 | 3.8万股 | +750股+1.96% | 加仓 |
| EENERGY TRANSFER L PET |
| 3.93% | 4.5% | $978.5万 | 51.2万股 | $984.9万 | 51.0万股 | +1,447股+0.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.84% | 2.69% | $705.9万 | 9,453股 | $587.9万 | 9,040股 | +413股+4.57% | 加仓 |
 穆迪MCO |
| 2.42% | 2.61% | $603.1万 | 1.3万股 | $569.8万 | 1.3万股 | +255股+1.95% | 加仓 |
 苹果AAPL |
| 2.35% | 2.34% | $584.0万 | 2.0万股 | $510.9万 | 2.0万股 | +51股+0.25% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.31% | 2.62% | $574.7万 | 3,386股 | $572.5万 | 3,311股 | +75股+2.27% | 加仓 |
 亚马逊AMZN |
| 2.18% | 2.09% | $543.1万 | 2.3万股 | $457.9万 | 2.2万股 | +800股+3.64% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 2.17% | 2.14% | $539.6万 | 8,091股 | $468.9万 | 7,750股 | +341股+4.40% | 加仓 |
 迪尔DE |
| 2% | 1.76% | $497.4万 | 7,842股 | $385.0万 | 6,835股 | +1,007股+14.73% | 加仓 |
| V先锋领航·MIDVO |
| 1.91% | 1.9% | $475.1万 | 5.9万股 | $415.6万 | 1.4万股 | +4.5万股+307.50% | 加仓 |
 iShares安硕·MBSACGL |
| 1.59% | 1.71% | $396.5万 | 4.1万股 | $373.9万 | 3.9万股 | +1,895股+4.86% | 加仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 1.58% | 2.51% | $394.0万 | 7.9万股 | $549.6万 | 7.8万股 | +1,073股+1.38% | 加仓 |
 英伟达NVDA |
| 1.55% | 0.84% | $384.6万 | 1.9万股 | $184.1万 | 1.1万股 | +8,662股+82.03% | 加仓 |
 ServiceNowNOW |
| 1.53% | — | $381.0万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| IiShares安硕信托EEM |
| 1.43% | 1.34% | $355.3万 | 5.2万股 | $292.0万 | 5.1万股 | +515股+1.00% | 加仓 |
 EQTEQT |
| 1.34% | 1.8% | $334.2万 | 6.3万股 | $392.8万 | 6.2万股 | +1,130股+1.83% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.2% | 1.31% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 VisaV |
| 1.17% | 0.91% | $291.4万 | 8,492股 | $197.9万 | 6,549股 | +1,943股+29.67% | 加仓 |
 特斯拉TSLA |
| 0.99% | 0.14% | $245.5万 | 5,838股 | $30.1万 | 811股 | +5,027股+619.85% | 加仓 |
 英特尔INTC |
| 0.96% | 0.34% | $239.5万 | 1.7万股 | $74.7万 | 1.7万股 | +220股+1.30% | 加仓 |
 雪佛龙CVX |
| 0.9% | 1.21% | $222.9万 | 1.3万股 | $264.4万 | 1.3万股 | +668股+5.23% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.89% | 0.8% | $221.2万 | 7,363股 | $175.7万 | 7,083股 | +280股+3.95% | 加仓 |
| IiShares安硕信托PFF |
| 0.61% | 0.69% | $152.4万 | 5.0万股 | $150.8万 | 5.0万股 | +267股+0.54% | 加仓 |
 VistraVST |
| 0.53% | 0.57% | $132.0万 | 8,322股 | $124.1万 | 8,257股 | +65股+0.79% | 加仓 |
 埃克森美孚XOM |
| 0.41% | 0.32% | $102.0万 | 7,463股 | $70.2万 | 4,137股 | +3,326股+80.40% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.33% | 0.33% | $81.9万 | 1,568股 | $72.6万 | 1,568股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.29% | — | $72.7万 | 630股 | $0 | 0股 | +630股 | 新买入 |
 南方铜业SCCO |
| 0.26% | 0.21% | $64.6万 | 3,706股 | $46.6万 | 2,706股 | +1,000股+36.95% | 加仓 |
| IiShares安硕信托IVV |
| 0.22% | 0.21% | $54.3万 | 725股 | $46.8万 | 717股 | +8股+1.12% | 加仓 |
 应用材料AMAT |
| 0.21% | 0.11% | $52.4万 | 725股 | $23.9万 | 700股 | +25股+3.57% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.19% | $50.2万 | 1,422股 | $40.8万 | 1,422股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.19% | 0.19% | $47.4万 | 8,312股 | $42.4万 | 8,706股 | -394股-4.53% | 减仓 |
 联合健康UNH |
| 0.17% | 0.13% | $42.4万 | 1,020股 | $27.6万 | 1,020股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.16% | 0.13% | $38.6万 | 1,179股 | $28.4万 | 965股 | +214股+22.18% | 加仓 |
 AMD超威AMD |
| 0.15% | — | $38.2万 | 657股 | $0 | 0股 | +657股 | 新买入 |
 GE VernovaGEV |
| 0.15% | — | $37.6万 | 320股 | $0 | 0股 | +320股 | 新买入 |
| IiShares安硕信托DVY |
| 0.15% | 0.16% | $36.7万 | 2,345股 | $35.5万 | 2,345股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.14% | 0.16% | $35.5万 | 6,547股 | $35.4万 | 6,547股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.12% | 0.1% | $30.3万 | 897股 | $21.8万 | 722股 | +175股+24.24% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.11% | 0.12% | $28.1万 | 1,319股 | $25.3万 | 1,319股 | 00.00% | 持仓不变 |
 Bloom EnergyBE |
| 0.11% | — | $27.5万 | 910股 | $0 | 0股 | +910股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.11% | 0.11% | $27.5万 | 400股 | $24.6万 | 412股 | -12股-2.91% | 减仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.11% | 0.12% | $27.3万 | 3,650股 | $26.7万 | 3,650股 | 00.00% | 持仓不变 |
