 应用材料AMAT |
| 10.74% | 5.68% | $1,218.7万 | 1.5万股 | $576.1万 | 1.7万股 | -2,100股-12.46% | 减仓 |
| SSPDR行业精选信托XLK |
| 6.65% | 7.92% | $754.9万 | 3.4万股 | $804.5万 | 6.1万股 | -2.7万股-44.30% | 减仓 |
| IiShares安硕·COREIJH |
| 6.12% | 6.06% | $695.0万 | 6.4万股 | $615.4万 | 9.1万股 | -2.7万股-29.52% | 减仓 |
| IiShares安硕信托IVV |
| 5.23% | 5.85% | $593.5万 | 9,487股 | $593.6万 | 9,088股 | +399股+4.39% | 加仓 |
| IiShares安硕信托ITOT |
| 3.79% | 3.58% | $429.9万 | 2.6万股 | $363.1万 | 2.5万股 | +1,161股+4.58% | 加仓 |
| SSPDR行业精选信托XLP |
| 3.7% | 1.27% | $419.8万 | 5.3万股 | $129.4万 | 1.6万股 | +3.8万股+239.10% | 加仓 |
| IiShares安硕·COREIJR |
| 3.25% | 5.47% | $368.6万 | 2.6万股 | $555.0万 | 4.5万股 | -1.9万股-42.38% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.8% | 2.01% | $204.6万 | 2.0万股 | $204.3万 | 1.9万股 | +778股+4.15% | 加仓 |
 博通AVGO |
| 1.76% | 1.62% | $200.2万 | 5,300股 | $164.0万 | 5,300股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 1.67% | 1.35% | $189.0万 | 9,567股 | $137.2万 | 5,662股 | +3,905股+68.97% | 加仓 |
 微软MSFT |
| 1.63% | 1.81% | $185.3万 | 4,970股 | $184.0万 | 4,970股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.59% | 1.54% | $181.0万 | 1.1万股 | $155.8万 | 1.1万股 | +382股+3.44% | 加仓 |
 CSX铁路CSX |
| 1.46% | 1.09% | $165.9万 | 3.0万股 | $111.1万 | 2.7万股 | +3,065股+11.33% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.33% | 0.59% | $151.4万 | 3.0万股 | $59.9万 | 1.2万股 | +1.8万股+150.76% | 加仓 |
 高盛GS |
| 1.3% | 0.33% | $147.0万 | 1,454股 | $33.5万 | 396股 | +1,058股+267.17% | 加仓 |
 安费诺APH |
| 1.29% | 1.04% | $147.0万 | 8,336股 | $105.3万 | 8,336股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.27% | 1.24% | $144.4万 | 5,380股 | $125.4万 | 5,767股 | -387股-6.71% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.26% | 1.21% | $142.8万 | 2.5万股 | $122.5万 | 2.0万股 | +4,612股+23.07% | 加仓 |
 江森自控JCI |
| 1.22% | 1.9% | $138.6万 | 9,495股 | $192.5万 | 1.5万股 | -5,205股-35.41% | 减仓 |
 AMGEN COMAMGN |
| 1.19% | 1.39% | $134.7万 | 3,403股 | $141.5万 | 4,023股 | -620股-15.41% | 减仓 |
 康明斯CMI |
| 1.15% | 0.97% | $130.2万 | 1,825股 | $98.2万 | 1,825股 | 00.00% | 持仓不变 |
| S道富XLI |
| 1.09% | 2.78% | $123.3万 | 8,779股 | $281.9万 | 1.8万股 | -8,900股-50.34% | 减仓 |
 礼来LLY |
| 1.07% | 0.92% | $121.7万 | 1,015股 | $93.3万 | 1,015股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 1.05% | 0.91% | $119.6万 | 3,201股 | $91.9万 | 4,301股 | -1,100股-25.58% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.02% | 1.05% | $115.8万 | 2.1万股 | $106.8万 | 2.2万股 | -186股-0.86% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.93% | 0.74% | $105.8万 | 1.8万股 | $74.9万 | 1.6万股 | +2,115股+13.35% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.89% | 0.96% | $101.4万 | 2,054股 | $97.2万 | 3,054股 | -1,000股-32.74% | 减仓 |
| SSPDR道富系列信托SPTM |
| 0.87% | 0.48% | $98.5万 | 1.1万股 | $49.0万 | 6,200股 | +4,650股+75.00% | 加仓 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.8% | 0.75% | $90.7万 | 7,239股 | $75.9万 | 8,424股 | -1,185股-14.07% | 减仓 |
 林德LIN |
| 0.79% | 0.28% | $89.8万 | 1,730股 | $28.0万 | 565股 | +1,165股+206.19% | 加仓 |
 TapestryTPR |
| 0.79% | 0.79% | $89.1万 | 6,105股 | $80.2万 | 5,680股 | +425股+7.48% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 0.77% | 0.57% | $87.9万 | 9,300股 | $57.6万 | 9,300股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.69% | 0.98% | $78.8万 | 2.9万股 | $99.1万 | 3.5万股 | -6,540股-18.53% | 减仓 |
 默沙东MRK |
| 0.66% | 0.83% | $75.2万 | 4,752股 | $84.4万 | 7,017股 | -2,265股-32.28% | 减仓 |
 宝洁PG |
| 0.66% | 0.69% | $74.9万 | 5,354股 | $70.3万 | 4,864股 | +490股+10.07% | 加仓 |
 百事可乐PEP |
| 0.65% | 0.73% | $73.5万 | 1.0万股 | $74.2万 | 4,777股 | +5,320股+111.37% | 加仓 |
 GeneracGNRC |
| 0.65% | 0.02% | $73.3万 | 2,500股 | $1.6万 | 80股 | +2,420股+3,025.00% | 加仓 |
 HCA医疗HCA |
| 0.63% | 0.3% | $71.8万 | 1,841股 | $30.8万 | 650股 | +1,191股+183.23% | 加仓 |
 科磊KLAC |
| 0.63% | 0.69% | $71.5万 | 2,368股 | $69.6万 | 473股 | +1,895股+400.63% | 加仓 |
 美国运通AXP |
| 0.6% | 0.6% | $67.9万 | 1,705股 | $60.9万 | 2,015股 | -310股-15.38% | 减仓 |
| BBANK OF AMERBAC |
| 0.58% | 0.56% | $66.2万 | 1.2万股 | $56.6万 | 1.2万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 0.56% | 0.78% | $63.8万 | 4,449股 | $79.1万 | 1.1万股 | -6,571股-59.63% | 减仓 |
 苹果AAPL |
| 0.53% | 0.54% | $60.3万 | 2,168股 | $55.0万 | 2,168股 | 00.00% | 持仓不变 |
 AFLAC COMAFL |
| 0.52% | 0.54% | $58.7万 | 5,028股 | $55.2万 | 5,028股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.51% | 0.97% | $58.4万 | 1,960股 | $98.3万 | 5,160股 | -3,200股-62.02% | 减仓 |
 纽柯钢铁NUE |
| 0.5% | 0.44% | $57.1万 | 3,406股 | $45.1万 | 2,666股 | +740股+27.76% | 加仓 |
 艾默生电气EMR |
| 0.5% | 0.41% | $56.4万 | 3,175股 | $41.4万 | 3,163股 | +12股+0.38% | 加仓 |
 TJXTJX |
| 0.48% | 0.47% | $55.0万 | 3,552股 | $47.9万 | 3,002股 | +550股+18.32% | 加仓 |
 英特尔INTC |
| 0.47% | 0.61% | $53.6万 | 3,831股 | $61.8万 | 1.4万股 | -1.0万股-72.49% | 减仓 |
 SYSCO COMSYY |
| 0.47% | 0.51% | $53.2万 | 4,287股 | $51.6万 | 7,230股 | -2,943股-40.71% | 减仓 |
