 礼来LLY |
| 23.19% | 20.31% | $3.26亿 | 27.2万股 | $2.51亿 | 27.3万股 | -1,416股-0.52% | 减仓 |
 苹果AAPL |
| 6.46% | 6.65% | $9,075.4万 | 31.4万股 | $8,219.2万 | 32.4万股 | -1.0万股-3.16% | 减仓 |
 亚马逊AMZN |
| 3.63% | 3.69% | $5,106.2万 | 21.4万股 | $4,557.4万 | 21.9万股 | -4,580股-2.09% | 减仓 |
 PALO ALTOPANW |
| 3.25% | 1.8% | $4,561.9万 | 13.4万股 | $2,228.3万 | 13.9万股 | -5,218股-3.75% | 减仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.01% | 3.33% | $4,230.3万 | 92.7万股 | $4,112.8万 | 89.9万股 | +2.8万股+3.17% | 加仓 |
| J摩根大通交易所交易基金JMST |
| 2.64% | 3% | $3,710.0万 | 72.7万股 | $3,704.1万 | 72.7万股 | +865股+0.12% | 加仓 |
 微软MSFT |
| 2.53% | 2.96% | $3,554.6万 | 9.5万股 | $3,654.2万 | 9.9万股 | -3,425股-3.47% | 减仓 |
 谷歌AGOOGL |
| 2.51% | 2.34% | $3,519.8万 | 9.8万股 | $2,888.2万 | 10.0万股 | -1,946股-1.94% | 减仓 |
 NETFLIXNFLX |
| 1.96% | 3.1% | $2,750.5万 | 38.5万股 | $3,829.8万 | 39.8万股 | -1.3万股-3.29% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.96% | 2.15% | $2,748.8万 | 54.4万股 | $2,658.8万 | 52.5万股 | +1.8万股+3.47% | 加仓 |
 阿斯麦ASML |
| 1.95% | 1.48% | $2,733.8万 | 1.4万股 | $1,830.6万 | 1.4万股 | -118股-0.85% | 减仓 |
| V先锋领航白厅基金VNQ |
| 1.93% | 2.03% | $2,718.7万 | 29.1万股 | $2,513.4万 | 28.4万股 | +7,017股+2.47% | 加仓 |
| SSSGA ACTIVE ETF TRWIP |
| 1.91% | 2.11% | $2,679.4万 | 67.9万股 | $2,608.3万 | 65.6万股 | +2.2万股+3.41% | 加仓 |
| I景顺交易所交易基金IICGW |
| 1.88% | 2.08% | $2,634.7万 | 40.1万股 | $2,576.3万 | 40.3万股 | -2,085股-0.52% | 减仓 |
| IiShares安硕信托ITOT |
| 1.83% | 1.84% | $2,568.8万 | 15.6万股 | $2,274.2万 | 16.0万股 | -3,295股-2.06% | 减仓 |
 好市多COST |
| 1.8% | 2.21% | $2,532.2万 | 2.7万股 | $2,732.6万 | 2.7万股 | -355股-1.29% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.77% | 1.63% | $2,492.2万 | 15.7万股 | $2,019.3万 | 15.8万股 | -609股-0.39% | 减仓 |
 WASTE MGMT DELWM |
| 1.76% | 2.09% | $2,477.5万 | 11.1万股 | $2,587.4万 | 11.3万股 | -1,440股-1.28% | 减仓 |
 英伟达NVDA |
| 1.72% | 1.83% | $2,422.8万 | 12.1万股 | $2,265.1万 | 13.0万股 | -8,785股-6.76% | 减仓 |
| FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC |
| 1.72% | 1.74% | $2,420.1万 | 31.3万股 | $2,156.4万 | 30.6万股 | +6,806股+2.22% | 加仓 |
 VisaV |
| 1.3% | 1.31% | $1,827.0万 | 5.3万股 | $1,619.9万 | 5.4万股 | -345股-0.64% | 减仓 |
 康宁GLW |
| 1.22% | 0.81% | $1,717.5万 | 6.7万股 | $998.9万 | 7.3万股 | -6,226股-8.47% | 减仓 |
 飞塔FTNT |
| 1.15% | 0.72% | $1,610.8万 | 10.5万股 | $890.8万 | 10.9万股 | -4,155股-3.81% | 减仓 |
 Arista网络ANET |
| 0.93% | 0.78% | $1,311.7万 | 7.7万股 | $963.2万 | 7.8万股 | -1,235股-1.57% | 减仓 |
 家得宝HD |
| 0.93% | 1% | $1,308.3万 | 3.7万股 | $1,239.1万 | 3.8万股 | -580股-1.54% | 减仓 |
 宝洁PG |
| 0.88% | 0.97% | $1,243.2万 | 8.5万股 | $1,202.6万 | 8.3万股 | +1,522股+1.83% | 加仓 |
 通用动力GD |
| 0.81% | 0.91% | $1,131.7万 | 3.2万股 | $1,121.7万 | 3.3万股 | -734股-2.25% | 减仓 |
 可口可乐KO |
| 0.74% | 0.75% | $1,035.4万 | 12.7万股 | $929.6万 | 12.2万股 | +5,191股+4.27% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.7% | 0.79% | $980.8万 | 5.5万股 | $980.8万 | 5.4万股 | +190股+0.35% | 加仓 |
 迪尔DE |
| 0.69% | 0.69% | $962.9万 | 1.5万股 | $858.8万 | 1.5万股 | -61股-0.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.62% | 0.58% | $864.5万 | 2.4万股 | $718.6万 | 2.5万股 | -584股-2.33% | 减仓 |
| IiShares安硕信托IXUS |
| 0.58% | 0.6% | $821.5万 | 8.6万股 | $739.3万 | 8.5万股 | +749股+0.88% | 加仓 |
 沃尔玛WMT |
| 0.57% | 0.71% | $801.4万 | 7.1万股 | $877.9万 | 7.1万股 | +226股+0.32% | 加仓 |
 星巴克SBUX |
| 0.54% | 0.57% | $763.0万 | 7.5万股 | $710.2万 | 7.9万股 | -4,605股-5.81% | 减仓 |
 泛林集团LRCX |
| 0.54% | 0.32% | $762.0万 | 1.8万股 | $390.9万 | 1.8万股 | -700股-3.83% | 减仓 |
 康菲石油COP |
| 0.53% | 0.75% | $739.0万 | 7.1万股 | $927.5万 | 7.0万股 | +821股+1.17% | 加仓 |
 洛克希德马丁LMT |
| 0.51% | 0.69% | $716.0万 | 1.4万股 | $848.5万 | 1.4万股 | +15股+0.11% | 加仓 |
 强生JNJ |
| 0.49% | 0.55% | $685.6万 | 2.7万股 | $678.3万 | 2.8万股 | -754股-2.72% | 减仓 |
 卡特彼勒CAT |
| 0.47% | 0.34% | $663.6万 | 6,231股 | $423.1万 | 5,971股 | +260股+4.35% | 加仓 |
| SSPDR黄金信托GLD |
| 0.45% | 0.61% | $635.8万 | 1.7万股 | $752.5万 | 1.7万股 | -230股-1.32% | 减仓 |
 博通AVGO |
| 0.44% | 0.41% | $624.6万 | 1.7万股 | $502.0万 | 1.6万股 | +315股+1.94% | 加仓 |
 Meta平台META |
| 0.44% | 0.5% | $622.4万 | 1.1万股 | $616.1万 | 1.1万股 | +280股+2.60% | 加仓 |
 安费诺APH |
| 0.42% | 0.35% | $593.6万 | 3.4万股 | $433.6万 | 3.4万股 | -630股-1.84% | 减仓 |
 思科CSCO |
| 0.42% | 0.32% | $588.8万 | 5.0万股 | $397.2万 | 5.1万股 | -1,072股-2.09% | 减仓 |
 罗克韦尔自动化ROK |
| 0.39% | 0.34% | $553.0万 | 1.1万股 | $415.2万 | 1.2万股 | -400股-3.46% | 减仓 |
 特灵科技TT |
| 0.39% | 0.4% | $547.9万 | 1.1万股 | $489.7万 | 1.2万股 | -597股-5.08% | 减仓 |
 雷神技术RTX |
| 0.39% | 0.43% | $542.1万 | 2.9万股 | $536.8万 | 2.8万股 | +748股+2.69% | 加仓 |
 迪士尼DIS |
| 0.37% | 0.43% | $521.1万 | 5.4万股 | $532.8万 | 5.5万股 | -1,524股-2.76% | 减仓 |
 壳牌SHEL |
| 0.37% | 0.5% | $518.4万 | 6.7万股 | $613.0万 | 6.6万股 | +945股+1.43% | 加仓 |
 EquinixEQIX |
| 0.37% | 0.38% | $515.1万 | 4,942股 | $473.0万 | 4,826股 | +116股+2.40% | 加仓 |
