| V先锋领航指数基金VOO |
| 3.45% | 4.04% | $2,043.2万 | 3.0万股 | $1,690.8万 | 2.8万股 | +1,455股+5.14% | 加仓 |
 谷歌AGOOGL |
| 2.82% | 2.63% | $1,667.2万 | 4.7万股 | $1,100.7万 | 3.8万股 | +8,373股+21.88% | 加仓 |
| I景顺QQQ信托VOO |
| 2.72% | 3.07% | $1,611.3万 | 2.2万股 | $1,284.1万 | 2.2万股 | -367股-1.65% | 减仓 |
| JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS |
| 2.38% | 2.87% | $1,405.6万 | 10.4万股 | $1,200.4万 | 10.2万股 | +1,896股+1.85% | 加仓 |
 英伟达NVDA |
| 2.35% | 2.71% | $1,388.5万 | 6.9万股 | $1,132.6万 | 6.5万股 | +4,450股+6.85% | 加仓 |
 美光科技MU |
| 1.81% | 0.93% | $1,068.5万 | 9,255股 | $387.1万 | 1.1万股 | -2,202股-19.22% | 减仓 |
| V先锋领航指数基金VTV |
| 1.68% | 2.08% | $992.1万 | 4.6万股 | $869.3万 | 4.4万股 | +1,215股+2.74% | 加仓 |
 应用材料AMAT |
| 1.53% | 0.36% | $902.7万 | 1.2万股 | $151.7万 | 4,437股 | +8,047股+181.36% | 加仓 |
| SSANDISK COMSNDK |
| 1.52% | 0.66% | $898.8万 | 3,953股 | $274.7万 | 4,323股 | -370股-8.56% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.48% | 1.56% | $878.6万 | 4.6万股 | $650.5万 | 4.9万股 | -2,835股-5.79% | 减仓 |
 卡特彼勒CAT |
| 1.47% | 1% | $867.8万 | 8,147股 | $418.5万 | 5,906股 | +2,241股+37.94% | 加仓 |
 强生JNJ |
| 1.34% | 1.43% | $792.3万 | 3.1万股 | $595.8万 | 2.4万股 | +6,820股+27.98% | 加仓 |
 苹果AAPL |
| 1.32% | 1.63% | $780.6万 | 2.7万股 | $679.9万 | 2.7万股 | +188股+0.70% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.27% | 1.61% | $753.3万 | 1.0万股 | $673.0万 | 1.0万股 | -264股-2.55% | 减仓 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.25% | 1.66% | $740.2万 | 2.7万股 | $694.9万 | 2.9万股 | -2,350股-7.99% | 减仓 |
 微软MSFT |
| 1.19% | 1.78% | $706.0万 | 1.9万股 | $743.5万 | 2.0万股 | -1,158股-5.77% | 减仓 |
 泛林集团LRCX |
| 1.19% | 0.68% | $705.8万 | 1.6万股 | $284.9万 | 1.3万股 | +2,954股+22.16% | 加仓 |
 AMD超威AMD |
| 1.19% | 0.61% | $702.4万 | 1.2万股 | $253.8万 | 1.2万股 | -386股-3.09% | 减仓 |
 希捷STX |
| 1.17% | 0.84% | $692.9万 | 7,179股 | $350.7万 | 8,950股 | -1,771股-19.79% | 减仓 |
| I景顺交易所交易基金IISPMO |
| 1.08% | 0.78% | $641.7万 | 4.0万股 | $327.8万 | 2.9万股 | +1.0万股+35.85% | 加仓 |
 西部数据WDC |
| 1.03% | 0.81% | $610.4万 | 9,556股 | $336.9万 | 1.2万股 | -2,899股-23.28% | 减仓 |
| TTERADYNETER |
| 1.03% | 0.2% | $609.2万 | 1.3万股 | $84.5万 | 2,849股 | +9,742股+341.94% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.01% | 0.99% | $597.5万 | 2.0万股 | $415.0万 | 1.7万股 | +2,257股+12.93% | 加仓 |
| S嘉信·U.S. LARGE-CAP VALUE ETFSCHV |
| 0.95% | 1.27% | $560.3万 | 16.1万股 | $532.4万 | 17.5万股 | -1.4万股-7.78% | 减仓 |
 沃尔玛WMT |
| 0.86% | 1.08% | $510.9万 | 4.5万股 | $451.5万 | 3.6万股 | +8,784股+24.18% | 加仓 |
| S嘉信策略信托SCHD |
| 0.86% | 1.15% | $508.5万 | 16.0万股 | $480.8万 | 15.7万股 | +3,645股+2.33% | 加仓 |
 安费诺APH |
| 0.85% | 0.64% | $502.9万 | 2.9万股 | $268.2万 | 2.1万股 | +7,300股+34.40% | 加仓 |
 卡地纳健康CAH |
| 0.82% | 0.77% | $487.2万 | 2.1万股 | $321.3万 | 1.5万股 | +5,300股+34.86% | 加仓 |
 英特尔INTC |
| 0.8% | 0.08% | $474.7万 | 3.4万股 | $34.8万 | 7,877股 | +2.6万股+331.60% | 加仓 |
 VanEck ETF信托SMH |
| 0.79% | 0.69% | $470.1万 | 7,167股 | $288.6万 | 7,528股 | -361股-4.80% | 减仓 |
 康宁GLW |
| 0.79% | 0.42% | $467.4万 | 1.8万股 | $176.6万 | 1.3万股 | +5,312股+40.91% | 加仓 |
 LumentumLITE |
| 0.79% | 0.7% | $466.5万 | 5,437股 | $293.4万 | 4,175股 | +1,262股+30.23% | 加仓 |
 高盛GS |
| 0.76% | 0.67% | $447.1万 | 4,416股 | $280.1万 | 3,308股 | +1,108股+33.49% | 加仓 |
 亚马逊AMZN |
| 0.73% | 0.9% | $433.9万 | 1.8万股 | $377.7万 | 1.8万股 | +68股+0.37% | 加仓 |
 CORTEVA COMCTVA |
| 0.7% | — | $415.4万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 相干公司COHR |
| 0.69% | — | $406.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| RRBC BEARINGSRBC |
| 0.69% | — | $406.8万 | 6,316股 | $0 | 0股 | +6,316股 | 新买入 |
 博通AVGO |
| 0.68% | 1.69% | $403.5万 | 1.1万股 | $706.8万 | 2.3万股 | -1.2万股-53.22% | 减仓 |
 伍德沃德WWD |
| 0.67% | — | $393.7万 | 9,253股 | $0 | 0股 | +9,253股 | 新买入 |
 CienaCIEN |
| 0.66% | 0.63% | $391.7万 | 7,984股 | $262.0万 | 6,749股 | +1,235股+18.30% | 加仓 |
| IiShares安硕信托IWY |
| 0.66% | 0.78% | $390.5万 | 1.3万股 | $326.8万 | 1.3万股 | +306股+2.33% | 加仓 |
 Bloom EnergyBE |
| 0.66% | 0.54% | $388.3万 | 1.3万股 | $226.9万 | 1.7万股 | -3,917股-23.39% | 减仓 |
 TapestryTPR |
| 0.65% | 0.63% | $384.1万 | 2.6万股 | $262.1万 | 1.9万股 | +7,665股+41.27% | 加仓 |
 TECHNIPFMC COMFTI |
| 0.64% | — | $378.7万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
| SSPDR道富系列信托SPYG |
| 0.63% | 0.81% | $375.5万 | 3.2万股 | $339.6万 | 3.5万股 | -3,129股-9.02% | 减仓 |
| EENERSYSENS |
| 0.63% | 0.46% | $374.7万 | 1.6万股 | $192.5万 | 1.1万股 | +4,946股+44.64% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.63% | — | $374.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| TTTM TECHNOLOGIESTTMI |
| 0.58% | 0.59% | $344.9万 | 1.8万股 | $245.8万 | 2.5万股 | -6,787股-26.90% | 减仓 |
| AATIATI |
| 0.58% | — | $340.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| VVIASATVSAT |
| 0.57% | 0.28% | $335.8万 | 3.7万股 | $117.8万 | 2.6万股 | +1.2万股+45.42% | 加仓 |
