| SSPDR标普500 ETFSPY |
| 13.94% | 14.05% | $2,727.9万 | 3.7万股 | $2,373.1万 | 3.6万股 | +37股+0.10% | 加仓 |
 英伟达NVDA |
| 12.23% | 12.51% | $2,393.0万 | 12.0万股 | $2,112.8万 | 12.1万股 | -1,555股-1.28% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 5.86% | 6.56% | $1,146.6万 | 2.3万股 | $1,108.4万 | 2.3万股 | -215股-0.93% | 减仓 |
 苹果AAPL |
| 5.19% | 5.31% | $1,016.0万 | 3.5万股 | $896.6万 | 3.5万股 | -215股-0.61% | 减仓 |
 微软MSFT |
| 4.98% | 5.73% | $973.9万 | 2.6万股 | $968.3万 | 2.6万股 | -49股-0.19% | 减仓 |
 VisaV |
| 4.77% | 4.88% | $933.8万 | 2.7万股 | $824.4万 | 2.7万股 | -60股-0.22% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 4.34% | 4.25% | $849.0万 | 4.0万股 | $717.4万 | 3.7万股 | +2,523股+6.75% | 加仓 |
 万事达MA |
| 2.9% | 3.42% | $568.4万 | 1.1万股 | $578.4万 | 1.2万股 | -510股-4.41% | 减仓 |
 谷歌AGOOGL |
| 2.89% | 2.69% | $565.0万 | 1.6万股 | $454.6万 | 1.6万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 2.87% | 1.1% | $560.6万 | 4,856股 | $186.0万 | 5,506股 | -650股-11.81% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.57% | 2.41% | $502.1万 | 1.4万股 | $407.6万 | 1.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.46% | 2.5% | $482.3万 | 2.0万股 | $422.3万 | 2.0万股 | -40股-0.20% | 减仓 |
| S道富SPYM |
| 2.37% | 2.38% | $463.0万 | 5.3万股 | $402.0万 | 5.3万股 | +165股+0.31% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.87% | 1.51% | $365.1万 | 1.9万股 | $255.9万 | 1.9万股 | -90股-0.47% | 减仓 |
| G通用动力VTI |
| 1.39% | 1.4% | $272.3万 | 7,358股 | $236.0万 | 7,357股 | +1股+0.01% | 加仓 |
 博通AVGO |
| 1.37% | 1.31% | $267.7万 | 7,086股 | $220.9万 | 7,136股 | -50股-0.70% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.32% | 0.78% | $258.4万 | 4,033股 | $132.5万 | 4,033股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 1.2% | 1.63% | $235.2万 | 6,385股 | $274.7万 | 6,385股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.97% | 0.87% | $190.7万 | 1,950股 | $147.7万 | 1,650股 | +300股+18.18% | 加仓 |
| W富国银行WFC |
| 0.94% | 1.08% | $183.3万 | 1,584股 | $183.0万 | 1,584股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.92% | 0.96% | $179.1万 | 8,200股 | $162.6万 | 8,200股 | 00.00% | 持仓不变 |
| GGlobal X·URANIUM ETFURA |
| 0.9% | 1.12% | $175.8万 | 4.0万股 | $190.0万 | 3.9万股 | +1,000股+2.55% | 加仓 |
| V先锋领航国际股票指数基金VPL |
| 0.84% | 0.82% | $164.7万 | 1.4万股 | $139.2万 | 1.4万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.83% | 1.1% | $162.3万 | 6,006股 | $186.5万 | 6,002股 | +4股+0.07% | 加仓 |
 摩根大通JPM |
| 0.81% | 0.85% | $159.4万 | 4,869股 | $143.2万 | 4,869股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.8% | 0.82% | $157.0万 | 1.0万股 | $138.4万 | 1.0万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.76% | 0.62% | $148.4万 | 3,108股 | $105.0万 | 3,108股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.72% | 0.69% | $141.0万 | 1.0万股 | $115.9万 | 1.0万股 | 00.00% | 持仓不变 |
| V先锋领航·FSTEVWO |
| 0.71% | 0.74% | $138.9万 | 2.3万股 | $125.8万 | 2.3万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.71% | 0.64% | $138.2万 | 1,877股 | $108.3万 | 1,877股 | 00.00% | 持仓不变 |
 TransDigmTDG |
| 0.69% | 0.7% | $135.0万 | 1,014股 | $117.5万 | 1,014股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.63% | 0.64% | $123.2万 | 1,645股 | $107.4万 | 1,645股 | 00.00% | 持仓不变 |
| V先锋领航国际股票指数基金VGK |
| 0.62% | 0.67% | $121.7万 | 1.4万股 | $113.3万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IQLT |
| 0.6% | 0.65% | $117.4万 | 2.4万股 | $109.6万 | 2.4万股 | 00.00% | 持仓不变 |
| IiShares安硕EWJ |
| 0.59% | 0.62% | $116.2万 | 1.2万股 | $105.1万 | 1.2万股 | +5股+0.04% | 加仓 |
 贝莱德·INC COMBLK |
| 0.57% | 0.66% | $111.9万 | 1,164股 | $111.9万 | 1,164股 | 00.00% | 持仓不变 |
| IiShares安硕信托AOR |
| 0.53% | — | $104.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.51% | 0.55% | $100.3万 | 6,322股 | $92.7万 | 6,322股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.49% | 0.19% | $95.3万 | 3,200股 | $31.7万 | 3,200股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.47% | 0.52% | $91.8万 | 3,615股 | $88.4万 | 3,615股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.46% | 0.53% | $89.4万 | 6,099股 | $89.7万 | 6,097股 | +2股+0.03% | 加仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.44% | $86.3万 | 1,257股 | $75.1万 | 1,257股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 0.42% | 0.45% | $81.5万 | 6,950股 | $75.7万 | 6,950股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.41% | 0.16% | $79.6万 | 1,369股 | $27.9万 | 1,369股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 0.38% | 0.27% | $74.6万 | 1,891股 | $45.0万 | 1,891股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.37% | 0.41% | $71.9万 | 1,386股 | $69.5万 | 1,401股 | -15股-1.07% | 减仓 |
| BBANK OF AMERBAC |
| 0.35% | 0.34% | $68.1万 | 1.2万股 | $58.3万 | 1.2万股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.35% | 0.38% | $67.7万 | 1.2万股 | $63.8万 | 6,022股 | +6,033股+100.18% | 加仓 |
 西方石油OXY |
| 0.31% | 0.59% | $60.8万 | 1.3万股 | $99.0万 | 1.5万股 | -2,725股-17.89% | 减仓 |
 家得宝HD |
| 0.31% | 0.33% | $60.7万 | 1,720股 | $56.6万 | 1,720股 | 00.00% | 持仓不变 |
