| S道富SPYM |
| 7.4% | 6.92% | $7,815.2万 | 122.1万股 | $7,346.8万 | 119.4万股 | +2.7万股+2.27% | 加仓 |
| V先锋领航STAR基金VXUS |
| 7.03% | 6.88% | $7,431.3万 | 123.2万股 | $7,308.2万 | 121.2万股 | +2.0万股+1.68% | 加仓 |
 苹果AAPL |
| 6.63% | 5.5% | $7,007.3万 | 33.3万股 | $5,840.0万 | 34.1万股 | -7,863股-2.31% | 减仓 |
 微软MSFT |
| 4.16% | 3.97% | $4,395.9万 | 9.8万股 | $4,213.0万 | 10.0万股 | -1,784股-1.78% | 减仓 |
| S道富SPAB |
| 3.9% | 3.84% | $4,126.2万 | 164.5万股 | $4,079.9万 | 161.4万股 | +3.1万股+1.90% | 加仓 |
 亚马逊AMZN |
| 2.65% | 2.59% | $2,801.2万 | 14.5万股 | $2,751.5万 | 15.3万股 | -7,587股-4.97% | 减仓 |
 谷歌AGOOGL |
| 2.63% | 2.26% | $2,774.0万 | 15.2万股 | $2,398.1万 | 15.9万股 | -6,601股-4.15% | 减仓 |
 Meta平台META |
| 2.13% | 2.06% | $2,248.9万 | 4.5万股 | $2,189.7万 | 4.5万股 | -491股-1.09% | 减仓 |
| SSPDR道富系列信托SPTL |
| 2.06% | 1.99% | $2,175.0万 | 79.9万股 | $2,116.8万 | 75.8万股 | +4.1万股+5.47% | 加仓 |
| IiShares安硕信托IUSB |
| 1.98% | 1.96% | $2,094.9万 | 46.3万股 | $2,081.8万 | 45.7万股 | +6,646股+1.46% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.96% | 2.11% | $2,072.6万 | 22.7万股 | $2,236.0万 | 23.7万股 | -9,448股-3.99% | 减仓 |
 贝莱德·INC COMBLK |
| 1.69% | 1.81% | $1,781.4万 | 2.3万股 | $1,923.3万 | 2.3万股 | -444股-1.92% | 减仓 |
 应用材料AMAT |
| 1.63% | 1.51% | $1,722.6万 | 7.3万股 | $1,606.9万 | 7.8万股 | -4,921股-6.32% | 减仓 |
| N新纪元能源NEE |
| 1.61% | 1.47% | $1,703.9万 | 24.1万股 | $1,566.0万 | 24.5万股 | -4,395股-1.79% | 减仓 |
 VisaV |
| 1.44% | 1.55% | $1,526.4万 | 5.8万股 | $1,651.1万 | 5.9万股 | -1,009股-1.71% | 减仓 |
| T赛默飞世尔TMO |
| 1.44% | 1.72% | $1,518.6万 | 2.7万股 | $1,822.1万 | 3.1万股 | -3,889股-12.41% | 减仓 |
 好市多COST |
| 1.31% | 1.16% | $1,388.8万 | 1.6万股 | $1,235.6万 | 1.7万股 | -526股-3.12% | 减仓 |
 联合健康UNH |
| 1.22% | 1.2% | $1,293.1万 | 2.5万股 | $1,276.1万 | 2.6万股 | -403股-1.56% | 减仓 |
 博通AVGO |
| 1.15% | 0.45% | $1,215.7万 | 7,571股 | $473.1万 | 3,569股 | +4,002股+112.13% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.14% | 1.14% | $1,205.4万 | 6.2万股 | $1,208.4万 | 6.1万股 | +854股+1.40% | 加仓 |
 再生元REGN |
| 1.08% | 0.99% | $1,137.1万 | 1.1万股 | $1,051.9万 | 1.1万股 | -110股-1.01% | 减仓 |
 Roper科技ROP |
| 1.04% | 1.04% | $1,102.5万 | 2.0万股 | $1,100.7万 | 2.0万股 | -66股-0.34% | 减仓 |
 标普全球SPGI |
| 0.96% | 0.91% | $1,017.1万 | 2.3万股 | $971.1万 | 2.3万股 | -21股-0.09% | 减仓 |
| IiShares安硕信托GVI |
| 0.96% | 0.98% | $1,012.0万 | 9.5万股 | $1,040.9万 | 9.7万股 | -1,762股-1.82% | 减仓 |
 赛富时CRM |
| 0.91% | 1.05% | $966.6万 | 3.8万股 | $1,111.0万 | 3.7万股 | +710股+1.92% | 加仓 |
 ZOETIS CL AZTS |
| 0.87% | 0.84% | $916.4万 | 5.3万股 | $887.5万 | 5.2万股 | +408股+0.78% | 加仓 |
 美国运通AXP |
| 0.8% | 0.79% | $842.6万 | 3.6万股 | $842.6万 | 3.7万股 | -614股-1.66% | 减仓 |
 霍尼韦尔HON |
| 0.77% | 0.75% | $818.1万 | 3.8万股 | $794.0万 | 3.9万股 | -375股-0.97% | 减仓 |
 摩根大通JPM |
| 0.75% | 0.81% | $792.0万 | 3.9万股 | $862.2万 | 4.3万股 | -3,889股-9.03% | 减仓 |
 宣伟SHW |
| 0.75% | 0.89% | $791.1万 | 2.7万股 | $950.3万 | 2.7万股 | -850股-3.11% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 0.71% | 0.68% | $745.3万 | 5.0万股 | $722.3万 | 5.0万股 | -190股-0.38% | 减仓 |
 联邦快递FDX |
| 0.68% | 0.65% | $721.1万 | 2.4万股 | $690.7万 | 2.4万股 | +209股+0.88% | 加仓 |
 家得宝HD |
| 0.68% | 0.82% | $718.2万 | 2.1万股 | $875.9万 | 2.3万股 | -1,969股-8.62% | 减仓 |
 埃森哲ACN |
| 0.66% | 0.65% | $692.9万 | 2.3万股 | $687.6万 | 2.0万股 | +2,998股+15.11% | 加仓 |
 英伟达NVDA |
| 0.65% | 0.58% | $689.5万 | 5.6万股 | $611.9万 | 6,772股 | +4.9万股+724.20% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.64% | 0.71% | $680.6万 | 5.3万股 | $753.0万 | 5.2万股 | +751股+1.45% | 加仓 |
 SKYWORKS SOLUTIONSSWKS |
| 0.63% | 0.8% | $662.7万 | 6.2万股 | $855.0万 | 7.9万股 | -1.7万股-21.22% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.6% | 0.63% | $632.5万 | 9.7万股 | $673.9万 | 9.6万股 | +384股+0.40% | 加仓 |
 L3哈里斯LHX |
| 0.6% | 0.56% | $629.3万 | 2.8万股 | $590.3万 | 2.8万股 | +323股+1.17% | 加仓 |
| G通用动力VTI |
| 0.59% | 0.6% | $627.2万 | 2.3万股 | $641.3万 | 2.5万股 | -1,232股-4.99% | 减仓 |
 LAUDER ESTEE COS CL AEL |
| 0.59% | 0.85% | $626.6万 | 5.9万股 | $903.7万 | 5.9万股 | +272股+0.46% | 加仓 |
 TJXTJX |
| 0.59% | 0.5% | $625.3万 | 5.7万股 | $530.4万 | 5.2万股 | +4,498股+8.60% | 加仓 |
 耐克NKE |
| 0.59% | 0.73% | $621.9万 | 8.3万股 | $773.1万 | 8.2万股 | +250股+0.30% | 加仓 |
| S道富SPSM |
| 0.57% | 0.55% | $607.3万 | 14.6万股 | $581.3万 | 13.5万股 | +1.1万股+8.28% | 加仓 |
| SSS&C TECHSSNC |
| 0.56% | 0.57% | $589.3万 | 9.4万股 | $601.6万 | 9.3万股 | +572股+0.61% | 加仓 |
 AMGEN COMAMGN |
| 0.54% | 0.5% | $571.1万 | 1.8万股 | $526.2万 | 1.9万股 | -229股-1.24% | 减仓 |
| CCHARLES RIV LABS INTLCRL |
| 0.54% | 0.7% | $570.0万 | 2.8万股 | $745.0万 | 2.7万股 | +97股+0.35% | 加仓 |
 嘉信理财SCHW |
| 0.51% | 0.46% | $535.7万 | 7.3万股 | $485.7万 | 6.7万股 | +5,565股+8.29% | 加仓 |
| V先锋领航指数基金VTV |
| 0.48% | 0.48% | $510.5万 | 3.2万股 | $514.2万 | 3.2万股 | +250股+0.79% | 加仓 |
 Arista网络ANET |
| 0.47% | 0.39% | $501.2万 | 1.4万股 | $414.3万 | 1.4万股 | +13股+0.09% | 加仓 |
