 应用材料AMAT |
| 5.5% | 3% | $687.4万 | 9,507股 | $331.0万 | 9,685股 | -178股-1.84% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 4.61% | 3.16% | $576.7万 | 1.9万股 | $349.7万 | 1.5万股 | +4,316股+29.32% | 加仓 |
| S嘉信策略信托SCHF |
| 4.52% | 3.63% | $564.9万 | 20.4万股 | $401.4万 | 16.2万股 | +4.2万股+25.74% | 加仓 |
| S道富SPYM |
| 4.09% | 3.4% | $511.9万 | 5.8万股 | $376.2万 | 4.9万股 | +9,091股+18.49% | 加仓 |
 苹果AAPL |
| 3.91% | 3.9% | $488.9万 | 1.7万股 | $430.9万 | 1.7万股 | -81股-0.48% | 减仓 |
| V先锋领航指数基金VTV |
| 3.13% | 2.2% | $391.9万 | 1.8万股 | $243.5万 | 1.2万股 | +5,572股+44.90% | 加仓 |
 伊顿ETN |
| 3.02% | 2.87% | $378.0万 | 8,870股 | $317.5万 | 8,876股 | -6股-0.07% | 减仓 |
 摩根大通JPM |
| 2.77% | 2.81% | $345.9万 | 1.1万股 | $310.7万 | 1.1万股 | +6股+0.06% | 加仓 |
 艾伯维ABBV |
| 2.74% | 2.64% | $342.3万 | 1.4万股 | $291.9万 | 1.3万股 | +181股+1.35% | 加仓 |
| V先锋领航指数基金VB |
| 2.69% | 2.55% | $336.7万 | 1.1万股 | $281.8万 | 1.1万股 | +347股+3.22% | 加仓 |
 谷歌AGOOGL |
| 2.69% | 2.39% | $336.4万 | 9,412股 | $264.6万 | 9,203股 | +209股+2.27% | 加仓 |
 博通AVGO |
| 2.64% | 2.36% | $329.9万 | 8,734股 | $261.1万 | 8,437股 | +297股+3.52% | 加仓 |
 安费诺APH |
| 2.5% | 2% | $312.7万 | 1.8万股 | $220.5万 | 1.7万股 | +283股+1.62% | 加仓 |
 英伟达NVDA |
| 2.37% | 2.15% | $296.3万 | 1.5万股 | $237.6万 | 1.4万股 | +1,182股+8.68% | 加仓 |
 微软MSFT |
| 2.3% | 2.43% | $287.8万 | 7,716股 | $268.2万 | 7,246股 | +470股+6.49% | 加仓 |
| SSPDR行业精选信托XLF |
| 2.21% | 2.27% | $277.0万 | 5.2万股 | $250.6万 | 5.1万股 | +907股+1.79% | 加仓 |
| SSPDR黄金信托GLD |
| 2.13% | 2.56% | $266.7万 | 7,241股 | $282.7万 | 6,570股 | +671股+10.21% | 加仓 |
 美国包装PKG |
| 2.1% | 1.98% | $263.3万 | 1.1万股 | $218.3万 | 1.0万股 | +761股+7.40% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.09% | 2.21% | $261.7万 | 2.4万股 | $244.5万 | 2.2万股 | +2,373股+10.76% | 加仓 |
| IISHARES AAA - A RATED CORPORATE BOND ETFQLTA |
| 2.07% | 2.36% | $259.2万 | 5.5万股 | $260.5万 | 5.5万股 | -199股-0.36% | 减仓 |
 TJXTJX |
| 2.04% | 2.34% | $255.1万 | 1.7万股 | $258.4万 | 1.6万股 | +653股+4.04% | 加仓 |
 Arista网络ANET |
| 2.03% | 1.43% | $253.7万 | 1.5万股 | $158.2万 | 1.3万股 | +2,044股+15.86% | 加仓 |
 VisaV |
| 1.96% | 1.9% | $245.1万 | 7,144股 | $209.4万 | 6,929股 | +215股+3.10% | 加仓 |
 MCKESSON COMMCK |
| 1.95% | 2.37% | $243.4万 | 3,221股 | $262.3万 | 3,031股 | +190股+6.27% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.93% | 2.1% | $241.9万 | 5.3万股 | $231.8万 | 5.1万股 | +2,832股+5.61% | 加仓 |
 好市多COST |
| 1.92% | 2.2% | $240.6万 | 2,572股 | $243.3万 | 2,442股 | +130股+5.32% | 加仓 |
 EquinixEQIX |
| 1.91% | 1.64% | $239.2万 | 2,295股 | $180.9万 | 1,845股 | +450股+24.39% | 加仓 |
 WASTE MGMT DELWM |
| 1.77% | 2.14% | $221.5万 | 9,936股 | $235.9万 | 1.0万股 | -332股-3.23% | 减仓 |
 亚马逊AMZN |
| 1.74% | 1.56% | $217.4万 | 9,122股 | $172.6万 | 8,287股 | +835股+10.08% | 加仓 |
 芝加哥期权交易所CBOE |
| 1.72% | 2.14% | $215.5万 | 8,880股 | $236.2万 | 8,405股 | +475股+5.65% | 加仓 |
 甲骨文ORCL |
| 1.68% | 1.86% | $209.8万 | 1.4万股 | $205.9万 | 1.4万股 | +322股+2.30% | 加仓 |
| V先锋领航·TOTALBND |
| 1.61% | 1.84% | $201.7万 | 2.7万股 | $203.7万 | 2.8万股 | -183股-0.66% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 1.61% | 1.84% | $201.2万 | 3.8万股 | $202.9万 | 3.9万股 | -221股-0.57% | 减仓 |
| IiShares安硕信托AGG |
| 1.6% | 1.83% | $200.6万 | 2.0万股 | $202.7万 | 2.0万股 | -155股-0.76% | 减仓 |
| V先锋领航全球基金VDE |
| 1.58% | 2.01% | $197.0万 | 1.3万股 | $222.0万 | 1.3万股 | +294股+2.29% | 加仓 |
 沃尔玛WMT |
| 1.52% | 1.76% | $190.1万 | 1.7万股 | $194.5万 | 1.6万股 | +1,140股+7.29% | 加仓 |
 宣伟SHW |
| 1.41% | 1.21% | $175.8万 | 5,105股 | $133.7万 | 4,171股 | +934股+22.39% | 加仓 |
| FFASTENAL COMFAST |
| 1.36% | 1.16% | $170.3万 | 3.5万股 | $127.9万 | 2.8万股 | +7,881股+28.58% | 加仓 |
 帕兰提尔PLTR |
| 1.27% | 1.77% | $158.6万 | 1.4万股 | $195.3万 | 1.3万股 | +243股+1.82% | 加仓 |
 艾默生电气EMR |
| 1.18% | 1.23% | $148.2万 | 1.0万股 | $136.1万 | 1.0万股 | -33股-0.32% | 减仓 |
 NETFLIXNFLX |
| 1.06% | 1.44% | $132.7万 | 1.9万股 | $159.1万 | 1.7万股 | +2,035股+12.30% | 加仓 |
 VanEck ETF信托SMH |
| 0.96% | 0.62% | $120.2万 | 1,832股 | $68.7万 | 1,792股 | +40股+2.23% | 加仓 |
| V先锋领航债券指数基金BSV |
| 0.81% | 0.93% | $101.6万 | 1.3万股 | $102.7万 | 1.3万股 | -63股-0.48% | 减仓 |
 南方电力SO |
| 0.7% | 0.93% | $87.8万 | 9,171股 | $103.1万 | 1.1万股 | -1,511股-14.15% | 减仓 |
 CINTAS COMCTAS |
| 0.69% | 0.71% | $86.8万 | 5,104股 | $78.9万 | 4,667股 | +437股+9.36% | 加仓 |
 CSX铁路CSX |
| 0.54% | 0.53% | $67.1万 | 1.4万股 | $58.2万 | 1.4万股 | -50股-0.35% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.5% | 0.53% | $62.1万 | 2.1万股 | $59.0万 | 2.4万股 | -2,074股-8.82% | 减仓 |
 美国电力AEP |
| 0.33% | 0.36% | $40.8万 | 2,980股 | $39.5万 | 3,010股 | -30股-1.00% | 减仓 |
| V先锋领航全球基金VGT |
| 0.19% | — | $23.7万 | 1,980股 | $0 | 0股 | +1,980股 | 新买入 |
 WORTHINGTON ENTERPRISESWOR |
| 0.17% | 0.19% | $21.5万 | 3,990股 | $20.8万 | 3,990股 | 00.00% | 持仓不变 |
