 美光科技MU |
| 6.49% | 2.77% | $6,902.1万 | 6.0万股 | $2,453.0万 | 7.3万股 | -1.3万股-17.65% | 减仓 |
| SSPDR行业精选信托XLK |
| 4.79% | 4.07% | $5,095.5万 | 26.7万股 | $3,602.1万 | 27.1万股 | -3,589股-1.32% | 减仓 |
| V先锋领航指数基金VOO |
| 4.26% | 4.43% | $4,528.6万 | 6.6万股 | $3,919.5万 | 6.6万股 | +344股+0.52% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.88% | 4.2% | $4,124.4万 | 8.2万股 | $3,722.1万 | 7.8万股 | +4,750股+6.12% | 加仓 |
 苹果AAPL |
| 3.28% | 3.49% | $3,484.3万 | 12.0万股 | $3,087.8万 | 12.2万股 | -1,256股-1.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.66% | 2.59% | $2,824.5万 | 8.0万股 | $2,297.8万 | 8.0万股 | -163股-0.20% | 减仓 |
| SSPDR道富系列信托SDY |
| 2.63% | 2.93% | $2,798.3万 | 18.4万股 | $2,598.1万 | 17.8万股 | +5,851股+3.29% | 加仓 |
| IiShares安硕信托IVV |
| 1.98% | 2.05% | $2,101.8万 | 2.8万股 | $1,815.6万 | 2.8万股 | +268股+0.96% | 加仓 |
 好市多COST |
| 1.88% | 2.39% | $2,001.8万 | 2.1万股 | $2,119.2万 | 2.1万股 | +131股+0.62% | 加仓 |
| IiShares安硕信托ITOT |
| 1.73% | 1.79% | $1,835.2万 | 11.2万股 | $1,585.1万 | 11.1万股 | +427股+0.38% | 加仓 |
 亚马逊AMZN |
| 1.7% | 1.78% | $1,810.5万 | 7.6万股 | $1,578.8万 | 7.6万股 | +157股+0.21% | 加仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.7% | 1.64% | $1,809.9万 | 20.6万股 | $1,450.7万 | 3.9万股 | +16.6万股+421.46% | 加仓 |
 英伟达NVDA |
| 1.59% | 1.71% | $1,694.7万 | 8.5万股 | $1,513.5万 | 8.7万股 | -2,084股-2.40% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.58% | 1.68% | $1,676.6万 | 7.1万股 | $1,483.6万 | 6.9万股 | +1,874股+2.72% | 加仓 |
 联合健康UNH |
| 1.52% | 1.17% | $1,618.8万 | 3.9万股 | $1,034.8万 | 3.8万股 | +495股+1.30% | 加仓 |
| V先锋领航指数基金VUG |
| 1.41% | 1.4% | $1,502.5万 | 17.4万股 | $1,237.5万 | 2.8万股 | +14.6万股+515.66% | 加仓 |
| V先锋领航全球基金VGT |
| 1.38% | 1.16% | $1,470.2万 | 12.3万股 | $1,024.3万 | 1.5万股 | +10.8万股+737.88% | 加仓 |
 VisaV |
| 1.25% | 1.28% | $1,330.2万 | 3.9万股 | $1,137.5万 | 3.8万股 | +1,136股+3.02% | 加仓 |
 美国运通AXP |
| 1.2% | 1.28% | $1,276.3万 | 3.8万股 | $1,129.3万 | 3.7万股 | +395股+1.06% | 加仓 |
 西方石油OXY |
| 1.17% | 1.81% | $1,242.8万 | 25.6万股 | $1,604.5万 | 24.6万股 | +9,567股+3.89% | 加仓 |
| I景顺QQQ信托VOO |
| 1.17% | 1.08% | $1,239.7万 | 1.7万股 | $954.0万 | 1.7万股 | +306股+1.85% | 加仓 |
 阿里巴巴BABA |
| 1.13% | 1.58% | $1,200.5万 | 12.4万股 | $1,397.9万 | 11.1万股 | +1.3万股+11.80% | 加仓 |
| G通用动力VTI |
| 1.05% | 0.94% | $1,113.3万 | 3.0万股 | $836.6万 | 2.6万股 | +4,006股+15.36% | 加仓 |
| BBANK OF AMERBAC |
| 1.03% | 1.08% | $1,100.8万 | 19.3万股 | $959.3万 | 19.7万股 | -3,591股-1.82% | 减仓 |
 Markel Group Inc.MKL |
| 0.99% | 0.73% | $1,054.2万 | 5,398股 | $644.3万 | 3,366股 | +2,032股+60.37% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.96% | 0.93% | $1,017.6万 | 3.4万股 | $819.7万 | 3.3万股 | +816股+2.47% | 加仓 |
| C花旗集团C |
| 0.91% | 0.9% | $969.4万 | 6.9万股 | $796.9万 | 7.0万股 | -1,005股-1.43% | 减仓 |
 ALPHA METALLURGICAL RESOUR IAMR |
| 0.9% | 0.92% | $955.4万 | 5.8万股 | $811.5万 | 4.0万股 | +1.8万股+46.52% | 加仓 |
 通用汽车GM |
| 0.84% | 1% | $895.8万 | 11.6万股 | $885.7万 | 11.9万股 | -2,675股-2.25% | 减仓 |
| AAMPLIFY CEF HIGH INCOME ETFYYY |
| 0.77% | 0.84% | $823.4万 | 71.4万股 | $741.2万 | 67.2万股 | +4.2万股+6.28% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.77% | 0.78% | $819.8万 | 5.2万股 | $695.0万 | 5.0万股 | +1,988股+3.96% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.77% | 0.96% | $814.9万 | 14.4万股 | $846.1万 | 14.9万股 | -4,990股-3.34% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.76% | 0.78% | $810.9万 | 1.1万股 | $687.4万 | 1.1万股 | +290股+2.74% | 加仓 |
 沃尔玛WMT |
| 0.74% | 0.97% | $784.6万 | 6.9万股 | $858.2万 | 6.9万股 | +223股+0.32% | 加仓 |
 VanEck ETF信托SMH |
| 0.72% | 0.46% | $767.7万 | 1.2万股 | $411.0万 | 1.1万股 | +986股+9.20% | 加仓 |
| WWARRIOR MET COALHCC |
| 0.71% | 0.94% | $757.7万 | 9.3万股 | $830.9万 | 8.9万股 | +4,150股+4.65% | 加仓 |
 迪士尼DIS |
| 0.7% | 0.8% | $749.7万 | 7.8万股 | $706.2万 | 7.3万股 | +4,625股+6.31% | 加仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.66% | 0.71% | $703.5万 | 5.0万股 | $633.1万 | 5.1万股 | -1,014股-2.00% | 减仓 |
 微软MSFT |
| 0.66% | 0.8% | $702.7万 | 1.9万股 | $710.6万 | 1.9万股 | -359股-1.87% | 减仓 |
 CHUBB LIMITEDCB |
| 0.66% | 0.47% | $701.4万 | 2.1万股 | $420.4万 | 1.3万股 | +7,686股+59.59% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.58% | 0.49% | $621.5万 | 13.2万股 | $437.8万 | 10.9万股 | +2.3万股+20.87% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.57% | 0.57% | $603.3万 | 9.8万股 | $502.8万 | 9.1万股 | +7,605股+8.40% | 加仓 |
| IiShares安硕信托IDV |
| 0.53% | 0.64% | $566.8万 | 13.7万股 | $566.1万 | 13.3万股 | +3,795股+2.85% | 加仓 |
| C资本集团固定收益ETF信托CGMS |
| 0.52% | 0.62% | $553.4万 | 20.2万股 | $545.5万 | 20.0万股 | +2,129股+1.06% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.56% | $552.6万 | 1.7万股 | $491.9万 | 1.7万股 | +159股+0.95% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.51% | 0.46% | $540.9万 | 5.2万股 | $408.3万 | 4.2万股 | +1.0万股+23.87% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.5% | 0.57% | $535.7万 | 6.4万股 | $502.5万 | 6.1万股 | +3,199股+5.22% | 加仓 |
 雪佛龙CVX |
| 0.46% | 0.7% | $494.3万 | 3.0万股 | $623.3万 | 3.0万股 | -89股-0.30% | 减仓 |
 特斯拉TSLA |
| 0.46% | 0.49% | $494.1万 | 1.2万股 | $429.8万 | 1.2万股 | +186股+1.61% | 加仓 |
| SSPDR黄金信托GLD |
| 0.45% | 0.64% | $483.0万 | 1.3万股 | $563.9万 | 1.3万股 | +6股+0.05% | 加仓 |
