| EEA SERIES TRUSTBRES |
| 17.92% | 17.84% | $6.65亿 | 2,469.9万股 | $5.71亿 | 2,387.2万股 | +82.7万股+3.47% | 加仓 |
| EEA SERIES TRUST BURNEY US FACTOR ROTATION ETFBRNY |
| 11.63% | 10.61% | $4.31亿 | 741.2万股 | $3.39亿 | 696.3万股 | +44.9万股+6.44% | 加仓 |
 苹果AAPL |
| 2.86% | 2.84% | $1.06亿 | 36.7万股 | $9,087.4万 | 35.8万股 | +8,574股+2.39% | 加仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.42% | 2.56% | $8,982.5万 | 152.3万股 | $8,172.8万 | 137.2万股 | +15.1万股+10.97% | 加仓 |
 泛林集团LRCX |
| 2.39% | 1.57% | $8,847.6万 | 20.4万股 | $5,018.9万 | 23.5万股 | -3.1万股-13.08% | 减仓 |
 谷歌AGOOGL |
| 2.32% | 2.15% | $8,620.5万 | 24.1万股 | $6,874.3万 | 23.9万股 | +2,163股+0.90% | 加仓 |
 英伟达NVDA |
| 2.2% | 1.89% | $8,169.0万 | 40.8万股 | $6,054.9万 | 34.7万股 | +6.1万股+17.59% | 加仓 |
 Arista网络ANET |
| 1.3% | 0.9% | $4,816.3万 | 28.4万股 | $2,876.4万 | 23.4万股 | +4.9万股+21.02% | 加仓 |
| DDimensional维度ETF信托DFIC |
| 1.05% | 1.07% | $3,910.7万 | 105.0万股 | $3,438.0万 | 96.8万股 | +8.2万股+8.47% | 加仓 |
 ExpediaEXPE |
| 1% | 0.86% | $3,697.3万 | 14.4万股 | $2,751.4万 | 11.9万股 | +2.5万股+21.25% | 加仓 |
 博通AVGO |
| 1% | 0.99% | $3,692.0万 | 9.8万股 | $3,155.2万 | 10.2万股 | -4,204股-4.12% | 减仓 |
 派克汉尼汾PH |
| 0.89% | 1.33% | $3,294.4万 | 3.4万股 | $4,239.1万 | 4.7万股 | -1.4万股-28.87% | 减仓 |
 亚马逊AMZN |
| 0.88% | 0.45% | $3,271.1万 | 13.7万股 | $1,445.3万 | 6.9万股 | +6.8万股+97.78% | 加仓 |
 科磊KLAC |
| 0.88% | 0.58% | $3,256.3万 | 10.8万股 | $1,851.1万 | 1.3万股 | +9.5万股+758.47% | 加仓 |
 Meta平台META |
| 0.85% | 1.36% | $3,142.0万 | 5.6万股 | $4,362.7万 | 7.6万股 | -2.0万股-26.85% | 减仓 |
 微软MSFT |
| 0.84% | 0.97% | $3,120.1万 | 8.4万股 | $3,086.8万 | 8.3万股 | +257股+0.31% | 加仓 |
 礼来LLY |
| 0.79% | 0.71% | $2,926.3万 | 2.4万股 | $2,277.2万 | 2.5万股 | -361股-1.46% | 减仓 |
 第一资本COF |
| 0.77% | 0.79% | $2,850.8万 | 14.2万股 | $2,533.0万 | 13.9万股 | +3,253股+2.34% | 加仓 |
 应用材料AMAT |
| 0.74% | 0.42% | $2,752.5万 | 3.8万股 | $1,333.8万 | 3.9万股 | -954股-2.44% | 减仓 |
 TJXTJX |
| 0.66% | 0.82% | $2,449.3万 | 16.2万股 | $2,618.2万 | 16.4万股 | -2,274股-1.39% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 0.63% | 0.79% | $2,344.4万 | 20.8万股 | $2,532.2万 | 21.6万股 | -8,370股-3.87% | 减仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.61% | 0.78% | $2,268.7万 | 15.3万股 | $2,493.1万 | 17.2万股 | -2.0万股-11.39% | 减仓 |
| C花旗集团C |
| 0.61% | 0.2% | $2,263.4万 | 16.2万股 | $646.2万 | 5.7万股 | +10.5万股+183.81% | 加仓 |
 美光科技MU |
| 0.59% | 0.08% | $2,205.1万 | 1.9万股 | $242.4万 | 7,174股 | +1.2万股+166.29% | 加仓 |
| V先锋领航指数基金VOO |
| 0.58% | 0.58% | $2,155.2万 | 3.1万股 | $1,862.3万 | 3.1万股 | +213股+0.68% | 加仓 |
 雷神技术RTX |
| 0.58% | 0.74% | $2,149.3万 | 11.3万股 | $2,364.9万 | 12.3万股 | -9,316股-7.60% | 减仓 |
 道富·CORP COMSTT |
| 0.56% | 0.49% | $2,080.8万 | 12.3万股 | $1,557.0万 | 12.3万股 | -333股-0.27% | 减仓 |
 汽车地带AZO |
| 0.52% | 0.65% | $1,930.4万 | 6,040股 | $2,082.1万 | 6,164股 | -124股-2.01% | 减仓 |
 MCKESSON COMMCK |
| 0.52% | 1.07% | $1,927.5万 | 2.6万股 | $3,415.3万 | 3.9万股 | -1.4万股-35.37% | 减仓 |
 摩根大通JPM |
| 0.46% | 0.5% | $1,722.7万 | 5.3万股 | $1,588.6万 | 5.4万股 | -1,375股-2.55% | 减仓 |
 CencoraCOR |
| 0.45% | 0.64% | $1,667.5万 | 5.9万股 | $2,052.9万 | 6.5万股 | -6,424股-9.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.51% | $1,644.9万 | 3.3万股 | $1,621.1万 | 3.4万股 | -957股-2.83% | 减仓 |
 芝加哥期权交易所CBOE |
| 0.44% | 0.6% | $1,629.5万 | 6.7万股 | $1,919.2万 | 6.8万股 | -1,131股-1.66% | 减仓 |
 安费诺APH |
| 0.43% | 0.3% | $1,580.8万 | 9.0万股 | $958.0万 | 7.6万股 | +1.4万股+18.25% | 加仓 |
 Targa资源TRGP |
| 0.42% | 0.48% | $1,563.8万 | 5.8万股 | $1,550.7万 | 6.2万股 | -3,527股-5.70% | 减仓 |
 Watts水技术WTS |
| 0.4% | 0.33% | $1,468.9万 | 3.8万股 | $1,062.3万 | 3.7万股 | +931股+2.54% | 加仓 |
| R拉夫劳伦RL |
| 0.39% | 0.29% | $1,454.7万 | 3.6万股 | $942.5万 | 2.7万股 | +8,840股+32.26% | 加仓 |
 UGI NEWUGI |
| 0.39% | 0.53% | $1,452.5万 | 42.1万股 | $1,698.5万 | 46.6万股 | -4.6万股-9.83% | 减仓 |
 思科CSCO |
| 0.39% | 0.32% | $1,438.6万 | 12.2万股 | $1,037.5万 | 13.4万股 | -1.1万股-8.40% | 减仓 |
 L3哈里斯LHX |
| 0.38% | 0.52% | $1,409.9万 | 4.9万股 | $1,670.4万 | 4.8万股 | +122股+0.25% | 加仓 |
 沃尔玛WMT |
| 0.38% | 0.48% | $1,405.6万 | 12.4万股 | $1,534.5万 | 12.3万股 | +638股+0.52% | 加仓 |
 CF INDSCF |
| 0.37% | 0.77% | $1,376.7万 | 12.7万股 | $2,460.4万 | 18.9万股 | -6.2万股-32.89% | 减仓 |
 PALO ALTOPANW |
| 0.36% | 0.26% | $1,318.7万 | 3.9万股 | $838.4万 | 5.2万股 | -1.4万股-26.06% | 减仓 |
 飞塔FTNT |
| 0.35% | 0.19% | $1,307.2万 | 8.5万股 | $623.3万 | 7.6万股 | +8,818股+11.56% | 加仓 |
 AERCAP SHSAER |
| 0.35% | 0.26% | $1,292.5万 | 8.9万股 | $823.5万 | 6.0万股 | +2.9万股+47.69% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.33% | 0.36% | $1,238.1万 | 4.6万股 | $1,145.9万 | 5.0万股 | -3,673股-7.39% | 减仓 |
 PRICESMARTPSMT |
| 0.33% | 0.3% | $1,213.7万 | 6.2万股 | $953.2万 | 6.3万股 | -1,203股-1.90% | 减仓 |
| CCOPACPA |
| 0.33% | 0.22% | $1,206.8万 | 7.8万股 | $690.6万 | 6.1万股 | +1.7万股+27.62% | 加仓 |
| B纽约梅隆银行BK |
| 0.32% | 0.31% | $1,193.6万 | 8.3万股 | $982.9万 | 8.3万股 | -314股-0.38% | 减仓 |
 甲骨文ORCL |
| 0.32% | 0.37% | $1,178.7万 | 8.0万股 | $1,177.5万 | 8.0万股 | +389股+0.49% | 加仓 |
