 英伟达NVDA |
| 7.35% | 7.32% | $1,026.7万 | 5.1万股 | $816.6万 | 4.7万股 | +4,487股+9.58% | 加仓 |
 VanEck ETF信托SMH |
| 6% | 4.35% | $837.8万 | 1.3万股 | $485.5万 | 1.3万股 | +110股+0.87% | 加仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 4.14% | 4.43% | $578.6万 | 3.5万股 | $494.2万 | 3.3万股 | +1,224股+3.65% | 加仓 |
| I景顺QQQ信托VOO |
| 4.01% | 3.83% | $560.2万 | 7,608股 | $427.7万 | 7,410股 | +198股+2.67% | 加仓 |
| V先锋领航全球基金VGT |
| 3.48% | 3.24% | $486.2万 | 4.1万股 | $361.3万 | 5,178股 | +3.5万股+685.57% | 加仓 |
 亚马逊AMZN |
| 3.03% | 3.13% | $423.2万 | 1.8万股 | $349.8万 | 1.7万股 | +959股+5.71% | 加仓 |
 苹果AAPL |
| 2.56% | 2.75% | $357.4万 | 1.2万股 | $306.6万 | 1.2万股 | +272股+2.25% | 加仓 |
| SSPDR行业精选信托XLK |
| 2.56% | 2.29% | $357.1万 | 1.9万股 | $255.9万 | 1.9万股 | -508股-2.64% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.4% | 2.69% | $334.5万 | 2.1万股 | $300.1万 | 2.0万股 | +615股+3.00% | 加仓 |
 谷歌AGOOGL |
| 2.29% | 2.13% | $319.8万 | 8,949股 | $237.6万 | 8,264股 | +685股+8.29% | 加仓 |
| V先锋领航指数基金VOO |
| 1.98% | 2.03% | $276.5万 | 4,026股 | $227.0万 | 3,799股 | +227股+5.98% | 加仓 |
 高盛GS |
| 1.87% | 1.86% | $261.4万 | 2,585股 | $207.8万 | 2,456股 | +129股+5.25% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.86% | 2.09% | $260.3万 | 4.9万股 | $232.8万 | 4.7万股 | +1,404股+2.98% | 加仓 |
| IiShares安硕信托IVV |
| 1.83% | 2.16% | $255.1万 | 3,407股 | $241.1万 | 3,691股 | -284股-7.69% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.7% | 1.7% | $237.7万 | 3,182股 | $189.4万 | 2,913股 | +269股+9.23% | 加仓 |
 博通AVGO |
| 1.68% | 1.68% | $235.0万 | 6,220股 | $187.4万 | 6,055股 | +165股+2.73% | 加仓 |
| V先锋领航全球基金VCR |
| 1.65% | 1.9% | $230.4万 | 5,810股 | $212.0万 | 5,905股 | -95股-1.61% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.62% | 2.22% | $225.9万 | 4.3万股 | $247.9万 | 4.0万股 | +2,068股+5.11% | 加仓 |
| IiShares安硕信托GJS |
| 1.55% | 1.66% | $215.7万 | 9.5万股 | $185.7万 | 8.1万股 | +1.4万股+16.84% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 1.48% | 1.31% | $206.5万 | 3.8万股 | $146.6万 | 2.8万股 | +1.0万股+37.65% | 加仓 |
| IiShares安硕信托HYG |
| 1.47% | 1.41% | $204.9万 | 2.6万股 | $157.1万 | 2.0万股 | +5,872股+29.74% | 加仓 |
| IiShares安硕·COREIJR |
| 1.46% | 1.44% | $204.1万 | 1.4万股 | $161.2万 | 1.3万股 | +795股+6.13% | 加仓 |
 PALO ALTOPANW |
| 1.46% | 0.72% | $204.1万 | 5,985股 | $80.4万 | 5,013股 | +972股+19.39% | 加仓 |
 CrowdStrikeCRWD |
| 1.42% | 0.68% | $198.2万 | 2,597股 | $76.1万 | 1,949股 | +648股+33.25% | 加仓 |
| IiShares安硕信托EFG |
| 1.41% | 1.21% | $197.0万 | 1.6万股 | $135.4万 | 1.2万股 | +3,682股+30.29% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 1.35% | 1.29% | $189.1万 | 1.7万股 | $144.1万 | 1.5万股 | +2,327股+15.70% | 加仓 |
 微软MSFT |
| 1.31% | 1.46% | $182.8万 | 4,902股 | $163.5万 | 4,416股 | +486股+11.01% | 加仓 |
| IiShares安硕信托ITA |
| 1.28% | 1.49% | $179.0万 | 7,383股 | $166.2万 | 7,600股 | -217股-2.86% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.13% | 1.32% | $158.1万 | 6,680股 | $147.5万 | 6,860股 | -180股-2.62% | 减仓 |
 艾伯维ABBV |
| 1.11% | 1.03% | $155.0万 | 6,161股 | $114.9万 | 5,284股 | +877股+16.60% | 加仓 |
 好市多COST |
| 1.09% | 1.33% | $152.4万 | 1,629股 | $148.7万 | 1,492股 | +137股+9.18% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.02% | 1.02% | $142.9万 | 3.2万股 | $113.5万 | 2.5万股 | +6,787股+27.44% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.01% | 1.3% | $140.9万 | 1.7万股 | $145.4万 | 1.8万股 | -513股-2.92% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.94% | 1.04% | $130.6万 | 2,500股 | $115.8万 | 2,500股 | 00.00% | 持仓不变 |
| SSPDR SER TR S&PXSD |
| 0.93% | 0.61% | $129.5万 | 2,076股 | $68.0万 | 2,086股 | -10股-0.48% | 减仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 0.87% | 0.89% | $121.5万 | 4,869股 | $98.9万 | 5,018股 | -149股-2.97% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.86% | 1.1% | $120.5万 | 2.4万股 | $122.6万 | 2.5万股 | -831股-3.39% | 减仓 |
 美国运通AXP |
| 0.86% | 0.97% | $120.4万 | 3,559股 | $108.5万 | 3,586股 | -27股-0.75% | 减仓 |
| V先锋领航全球基金VFH |
| 0.82% | 0.96% | $114.4万 | 8,692股 | $107.6万 | 8,910股 | -218股-2.45% | 减仓 |
 NETFLIXNFLX |
| 0.79% | 1.18% | $110.1万 | 1.5万股 | $132.1万 | 1.4万股 | +1,690股+12.30% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.74% | 0.89% | $103.6万 | 4,867股 | $99.0万 | 5,161股 | -294股-5.70% | 减仓 |
| V先锋领航指数基金VTV |
| 0.74% | 0.83% | $102.8万 | 4,716股 | $92.2万 | 4,700股 | +16股+0.34% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.73% | 0.74% | $101.9万 | 8,611股 | $82.7万 | 7,425股 | +1,186股+15.97% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.71% | 0.6% | $98.8万 | 5,197股 | $66.5万 | 3,936股 | +1,261股+32.04% | 加仓 |
| S嘉信·U.S. REIT ETFSCHH |
| 0.7% | 0.69% | $98.2万 | 4.1万股 | $77.1万 | 3.6万股 | +5,579股+15.55% | 加仓 |
 Meta平台META |
| 0.7% | 0.61% | $97.4万 | 1,729股 | $68.2万 | 1,192股 | +537股+45.05% | 加仓 |
 Arista网络ANET |
| 0.68% | 0.62% | $94.9万 | 5,587股 | $69.3万 | 5,647股 | -60股-1.06% | 减仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.62% | 0.75% | $86.8万 | 9,584股 | $83.4万 | 1.0万股 | -839股-8.05% | 减仓 |
 摩根大通JPM |
| 0.61% | 0.7% | $85.5万 | 2,611股 | $78.4万 | 2,666股 | -55股-2.06% | 减仓 |
 ServiceNowNOW |
| 0.61% | 0.63% | $84.6万 | 8,520股 | $70.6万 | 6,752股 | +1,768股+26.18% | 加仓 |
