| IiShares安硕信托SGOV |
| 10.42% | 13.4% | $6,581.9万 | 65.4万股 | $6,719.2万 | 66.8万股 | -1.4万股-2.05% | 减仓 |
| I景顺QQQ信托VOO |
| 5.49% | 2.42% | $3,465.1万 | 4.7万股 | $1,212.5万 | 2.1万股 | +2.6万股+124.00% | 加仓 |
| V先锋领航·FTSEVEA |
| 4.55% | 5.72% | $2,871.8万 | 40.3万股 | $2,868.5万 | 44.8万股 | -4.5万股-9.96% | 减仓 |
| V先锋领航·FSTEVWO |
| 3% | 4.67% | $1,894.5万 | 31.7万股 | $2,343.8万 | 43.4万股 | -11.6万股-26.81% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.92% | 2.49% | $1,842.1万 | 11.6万股 | $1,249.4万 | 8.5万股 | +3.1万股+36.24% | 加仓 |
| V先锋领航指数基金VBK |
| 2.77% | 2.16% | $1,750.6万 | 4.8万股 | $1,080.9万 | 3.6万股 | +1.2万股+33.86% | 加仓 |
| SSPDR行业精选信托XLE |
| 2.77% | 3.21% | $1,750.0万 | 33.0万股 | $1,609.3万 | 26.3万股 | +6.7万股+25.43% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.72% | 0.07% | $1,715.1万 | 14.6万股 | $34.4万 | 3,157股 | +14.3万股+4,532.21% | 加仓 |
| SSPDR行业精选信托XLRE |
| 2.7% | 0.09% | $1,702.9万 | 38.7万股 | $44.7万 | 1.1万股 | +37.6万股+3,433.40% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.64% | 2.56% | $1,668.9万 | 15.6万股 | $1,282.8万 | 11.6万股 | +4.0万股+34.62% | 加仓 |
| V先锋领航·SMALLVBR |
| 2.17% | 2.18% | $1,373.0万 | 5.7万股 | $1,090.8万 | 5.0万股 | +6,293股+12.53% | 加仓 |
| V先锋领航指数基金VTV |
| 2.16% | 1.95% | $1,361.6万 | 6.2万股 | $980.3万 | 5.0万股 | +1.3万股+25.04% | 加仓 |
| V先锋领航指数基金VUG |
| 2.13% | 1.63% | $1,347.4万 | 15.6万股 | $819.5万 | 1.9万股 | +13.8万股+733.72% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 1.8% | 1.88% | $1,136.8万 | 5.8万股 | $941.6万 | 5.1万股 | +6,435股+12.59% | 加仓 |
| V先锋领航指数基金VOO |
| 1.78% | 0.85% | $1,123.9万 | 1.6万股 | $427.6万 | 7,155股 | +9,209股+128.71% | 加仓 |
 英伟达NVDA |
| 1.72% | 1.37% | $1,085.8万 | 5.4万股 | $685.5万 | 3.9万股 | +1.5万股+38.06% | 加仓 |
| V先锋领航指数基金VB |
| 1.69% | 1.8% | $1,068.4万 | 3.5万股 | $904.5万 | 3.5万股 | +713股+2.06% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 0.88% | $702.3万 | 2.0万股 | $439.6万 | 1.5万股 | +4,365股+28.56% | 加仓 |
| V先锋领航指数基金VNQ |
| 1.09% | 0.95% | $689.7万 | 7.2万股 | $476.1万 | 5.4万股 | +1.8万股+33.24% | 加仓 |
 美光科技MU |
| 1.09% | 0.64% | $686.5万 | 5,948股 | $321.3万 | 9,510股 | -3,562股-37.46% | 减仓 |
 微软MSFT |
| 0.99% | 0.94% | $622.3万 | 1.7万股 | $469.6万 | 1.3万股 | +3,997股+31.50% | 加仓 |
 礼来LLY |
| 0.96% | 0.75% | $606.4万 | 5,056股 | $373.9万 | 4,066股 | +990股+24.35% | 加仓 |
 AMD超威AMD |
| 0.94% | — | $590.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 苹果AAPL |
| 0.84% | 0.74% | $530.1万 | 1.8万股 | $371.8万 | 1.5万股 | +3,670股+25.05% | 加仓 |
 HalozymeHALO |
| 0.84% | 0.6% | $528.5万 | 6.8万股 | $301.3万 | 4.7万股 | +2.1万股+44.85% | 加仓 |
| TTENET HEALTHCARETHC |
| 0.82% | 0.54% | $519.9万 | 2.8万股 | $273.1万 | 1.4万股 | +1.3万股+92.02% | 加仓 |
 ExelixisEXEL |
| 0.81% | 0.7% | $513.7万 | 9.4万股 | $352.2万 | 8.2万股 | +1.2万股+14.96% | 加仓 |
| MMERIT MED SYSMMSI |
| 0.81% | 0.62% | $513.2万 | 7.4万股 | $311.2万 | 4.5万股 | +2.9万股+63.94% | 加仓 |
 VisaV |
| 0.8% | — | $507.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 博通AVGO |
| 0.8% | 0.81% | $505.6万 | 1.3万股 | $404.8万 | 1.3万股 | +306股+2.34% | 加仓 |
| FFLEXFLEX |
| 0.8% | 0.7% | $505.5万 | 3.1万股 | $352.1万 | 5.4万股 | -2.3万股-42.01% | 减仓 |
 NeurocrineNBIX |
| 0.79% | 0.67% | $501.1万 | 3.0万股 | $337.3万 | 2.6万股 | +4,128股+16.12% | 加仓 |
| R拉夫劳伦RL |
| 0.79% | 0.64% | $498.7万 | 1.2万股 | $320.0万 | 9,301股 | +3,122股+33.57% | 加仓 |
 Meta平台META |
| 0.77% | 0.15% | $483.7万 | 8,587股 | $73.8万 | 1,289股 | +7,298股+566.18% | 加仓 |
| TTOAST CL ATOST |
| 0.76% | 0.6% | $483.2万 | 17.4万股 | $300.8万 | 11.3万股 | +6.0万股+53.06% | 加仓 |
 InsuletPODD |
| 0.75% | 0.58% | $476.7万 | 3.1万股 | $291.5万 | 1.4万股 | +1.7万股+125.38% | 加仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.75% | 0.64% | $472.3万 | 19.2万股 | $322.1万 | 13.5万股 | +5.7万股+42.56% | 加仓 |
| UUNIVERSAL HLTH SVCSUHS |
| 0.74% | — | $465.2万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 United TherapeuticsUTHR |
| 0.72% | 0.78% | $454.6万 | 8,389股 | $391.3万 | 6,598股 | +1,791股+27.14% | 加仓 |
| G通用动力VTI |
| 0.68% | 0.8% | $426.5万 | 1.2万股 | $399.8万 | 1.2万股 | -935股-7.50% | 减仓 |
| AAPPLOVINAPP |
| 0.67% | 0.62% | $425.1万 | 8,250股 | $308.7万 | 7,757股 | +493股+6.36% | 加仓 |
| CCHEWY CL ACHWY |
| 0.67% | 0.68% | $420.7万 | 21.4万股 | $339.5万 | 12.6万股 | +8.8万股+70.25% | 加仓 |
| V先锋领航指数基金VOT |
| 0.64% | 0.93% | $406.9万 | 1.3万股 | $467.7万 | 1.8万股 | -4,887股-26.89% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.64% | 0.69% | $405.2万 | 2,931股 | $345.8万 | 3,162股 | -231股-7.31% | 减仓 |
 强生JNJ |
| 0.64% | 0.57% | $404.4万 | 1.6万股 | $287.1万 | 1.2万股 | +4,176股+35.55% | 加仓 |
 宝洁PG |
| 0.63% | 0.56% | $397.4万 | 2.7万股 | $283.0万 | 2.0万股 | +7,510股+38.33% | 加仓 |
 默沙东MRK |
| 0.6% | 0.52% | $375.8万 | 2.9万股 | $259.8万 | 2.2万股 | +7,649股+35.41% | 加仓 |
 ZoomZM |
| 0.59% | 0.72% | $370.4万 | 4.3万股 | $360.6万 | 4.5万股 | -1,949股-4.34% | 减仓 |
 金佰利KMB |
| 0.57% | 0.45% | $362.8万 | 3.3万股 | $223.2万 | 2.3万股 | +9,909股+42.83% | 加仓 |
 高露洁CL |
| 0.56% | 0.45% | $352.5万 | 3.8万股 | $228.1万 | 2.7万股 | +1.2万股+43.65% | 加仓 |
