 应用材料AMAT |
| 10.46% | 6.31% | $1,307.6万 | 1.8万股 | $636.7万 | 1.9万股 | -544股-2.92% | 减仓 |
 迈威尔MRVL |
| 5.26% | 2.2% | $657.8万 | 2.2万股 | $222.4万 | 2.2万股 | -367股-1.63% | 减仓 |
| B纽约梅隆银行BK |
| 4.84% | 5.06% | $604.8万 | 4.2万股 | $511.1万 | 4.3万股 | -1,260股-2.92% | 减仓 |
 谷歌AGOOGL |
| 4.46% | 4.55% | $557.2万 | 1.6万股 | $459.6万 | 1.6万股 | -390股-2.44% | 减仓 |
 BORGWARNERBWA |
| 4.4% | 4.62% | $550.3万 | 8.3万股 | $466.8万 | 8.6万股 | -3,152股-3.66% | 减仓 |
 苹果AAPL |
| 3.95% | 4.35% | $493.5万 | 1.7万股 | $439.2万 | 1.7万股 | -252股-1.46% | 减仓 |
 AMGEN COMAMGN |
| 3.3% | 4.08% | $412.6万 | 1.1万股 | $411.9万 | 1.2万股 | -313股-2.67% | 减仓 |
| IiShares安硕信托IVV |
| 2.94% | 2.99% | $367.9万 | 4,913股 | $301.6万 | 4,617股 | +296股+6.41% | 加仓 |
 嘉信理财SCHW |
| 2.82% | 3.75% | $352.9万 | 3.8万股 | $378.8万 | 4.0万股 | -2,064股-5.12% | 减仓 |
 美敦力MDT |
| 2.44% | 3.33% | $305.3万 | 3.9万股 | $336.4万 | 3.9万股 | +201股+0.52% | 加仓 |
| IiShares白银信托SLV |
| 2.43% | 4.14% | $303.7万 | 5.7万股 | $417.8万 | 6.1万股 | -4,526股-7.38% | 减仓 |
 卡特彼勒CAT |
| 2.4% | 2.05% | $299.6万 | 2,814股 | $206.7万 | 2,918股 | -104股-3.56% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 2.29% | 1.86% | $286.4万 | 3.0万股 | $187.9万 | 3.0万股 | -61股-0.20% | 减仓 |
 百事可乐PEP |
| 1.99% | 1.56% | $248.5万 | 1.8万股 | $157.0万 | 1.0万股 | +8,244股+81.54% | 加仓 |
 迪尔DE |
| 1.68% | 1.88% | $209.6万 | 3,304股 | $189.9万 | 3,371股 | -67股-1.99% | 减仓 |
| G高盛ETF信托GBIL |
| 1.63% | 1.73% | $203.6万 | 2.0万股 | $174.6万 | 1.7万股 | +2,904股+16.67% | 加仓 |
 CVS健康CVS |
| 1.59% | 1.41% | $199.3万 | 1.9万股 | $142.6万 | 2.0万股 | -585股-2.95% | 减仓 |
| IiShares安硕·S&PIUSG |
| 1.38% | 1.31% | $172.2万 | 9,157股 | $131.8万 | 8,499股 | +658股+7.74% | 加仓 |
 捷迈邦美ZBH |
| 1.27% | 1.6% | $158.3万 | 1.8万股 | $161.6万 | 1.8万股 | +516股+2.89% | 加仓 |
 微软MSFT |
| 1.14% | 1.41% | $142.5万 | 3,820股 | $142.0万 | 3,837股 | -17股-0.44% | 减仓 |
| IiShares安硕·S&PIVE |
| 1.11% | 1.18% | $139.1万 | 6,126股 | $119.6万 | 5,662股 | +464股+8.19% | 加仓 |
 VisaV |
| 1.11% | 1.22% | $139.1万 | 4,053股 | $122.9万 | 4,065股 | -12股-0.30% | 减仓 |
 华纳兄弟探索WBD |
| 1.06% | 1.36% | $132.9万 | 5.0万股 | $137.4万 | 5.0万股 | -201股-0.40% | 减仓 |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 1.05% | 1.02% | $131.5万 | 5.4万股 | $103.3万 | 4.3万股 | +1.2万股+27.92% | 加仓 |
| IiShares安硕信托IEFA |
| 1% | 1.08% | $124.6万 | 1.3万股 | $108.8万 | 1.2万股 | +883股+7.35% | 加仓 |
| IiShares安硕IEMG |
| 0.92% | 0.91% | $115.6万 | 1.4万股 | $91.8万 | 1.3万股 | +794股+6.03% | 加仓 |
 亚马逊AMZN |
| 0.91% | 0.97% | $113.6万 | 4,766股 | $98.3万 | 4,718股 | +48股+1.02% | 加仓 |
 纽柯钢铁NUE |
| 0.89% | 0.86% | $110.8万 | 4,975股 | $86.4万 | 5,107股 | -132股-2.58% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.89% | 0.61% | $110.7万 | 2.2万股 | $61.7万 | 1.4万股 | +8,453股+62.51% | 加仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.86% | 0.9% | $107.8万 | 1.4万股 | $90.4万 | 1.3万股 | +959股+7.27% | 加仓 |
 联合包裹UPSUPS |
| 0.85% | 0.97% | $106.6万 | 9,917股 | $97.6万 | 9,924股 | -7股-0.07% | 减仓 |
| S道富SPYM |
| 0.73% | 0.54% | $90.7万 | 1.0万股 | $54.2万 | 7,078股 | +3,245股+45.85% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.67% | 0.75% | $83.8万 | 1.2万股 | $75.3万 | 1.2万股 | 00.00% | 持仓不变 |
 滨特尔PNR |
| 0.66% | 0.94% | $82.0万 | 1.1万股 | $95.1万 | 1.1万股 | -230股-2.11% | 减仓 |
 礼来LLY |
| 0.62% | 0.61% | $77.5万 | 646股 | $61.4万 | 668股 | -22股-3.29% | 减仓 |
 科磊KLAC |
| 0.62% | 0.35% | $76.9万 | 2,550股 | $35.6万 | 242股 | +2,308股+953.72% | 加仓 |
 沃尔玛WMT |
| 0.57% | 0.76% | $71.2万 | 6,288股 | $76.9万 | 6,190股 | +98股+1.58% | 加仓 |
 英伟达NVDA |
| 0.56% | 0.56% | $69.9万 | 3,495股 | $56.8万 | 3,259股 | +236股+7.24% | 加仓 |
 宝洁PG |
| 0.52% | 0.64% | $64.8万 | 4,422股 | $64.6万 | 4,471股 | -49股-1.10% | 减仓 |
| F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS |
| 0.52% | 0.6% | $64.6万 | 1.3万股 | $60.9万 | 1.2万股 | +752股+6.16% | 加仓 |
| RROBERT HALFRHI |
| 0.51% | 0.58% | $64.0万 | 2.1万股 | $58.4万 | 2.3万股 | -2,161股-9.39% | 减仓 |
 强生JNJ |
| 0.5% | 0.59% | $62.0万 | 2,443股 | $59.7万 | 2,443股 | 00.00% | 持仓不变 |
| MMAIN SECTOR ROTATION ETFSECT |
| 0.44% | 0.46% | $55.6万 | 7,713股 | $46.6万 | 7,713股 | 00.00% | 持仓不变 |
| AAIM ETF PRODUCTS TRUSTJUNW |
| 0.43% | 0.52% | $54.4万 | 1.6万股 | $52.7万 | 1.6万股 | 00.00% | 持仓不变 |
| PPGIM ROCK ETF TRPBJN |
| 0.43% | 0.52% | $54.3万 | 1.8万股 | $52.9万 | 1.8万股 | -92股-0.52% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.43% | 0.51% | $53.7万 | 1,074股 | $51.2万 | 1,069股 | +5股+0.47% | 加仓 |
| IInnovator ETF信托UJUN |
| 0.43% | 0.52% | $53.5万 | 1.4万股 | $52.8万 | 1.4万股 | -302股-2.13% | 减仓 |
 摩根大通JPM |
| 0.39% | 0.44% | $49.1万 | 1,501股 | $44.5万 | 1,514股 | -13股-0.86% | 减仓 |
| V先锋领航全球基金VGT |
| 0.39% | 0.34% | $48.6万 | 4,064股 | $34.7万 | 497股 | +3,567股+717.71% | 加仓 |
 斯伦贝谢SLB |
| 0.38% | 0.53% | $48.1万 | 1.0万股 | $53.1万 | 1.0万股 | 00.00% | 持仓不变 |
