| SSPDR道富系列信托BIL |
| 16.22% | 16.1% | $1,763.3万 | 19.2万股 | $1,552.6万 | 16.9万股 | +2.3万股+13.57% | 加仓 |
| SSPDR道富系列信托BILS |
| 5.65% | 6.43% | $614.2万 | 6.2万股 | $620.1万 | 6.2万股 | -558股-0.89% | 减仓 |
 谷歌AGOOGL |
| 5.46% | 4.93% | $593.8万 | 1.7万股 | $476.0万 | 1.7万股 | +64股+0.39% | 加仓 |
 苹果AAPL |
| 5.04% | 4.82% | $547.9万 | 1.9万股 | $465.1万 | 1.8万股 | +608股+3.32% | 加仓 |
 博通AVGO |
| 4.56% | 4.23% | $495.6万 | 1.3万股 | $408.1万 | 1.3万股 | -67股-0.51% | 减仓 |
 英伟达NVDA |
| 4.44% | 4.3% | $482.6万 | 2.4万股 | $414.9万 | 2.4万股 | +330股+1.39% | 加仓 |
 微软MSFT |
| 4.07% | 5.81% | $441.8万 | 1.2万股 | $560.2万 | 1.5万股 | -3,288股-21.73% | 减仓 |
 摩根大通JPM |
| 3.22% | 2.94% | $349.6万 | 1.1万股 | $283.9万 | 9,650股 | +1,030股+10.67% | 加仓 |
 亚马逊AMZN |
| 2.8% | 2.24% | $304.5万 | 1.3万股 | $216.4万 | 1.0万股 | +2,388股+22.99% | 加仓 |
 礼来LLY |
| 2.79% | 2.43% | $303.2万 | 2,528股 | $234.7万 | 2,552股 | -24股-0.94% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.52% | 2.96% | $274.0万 | 5,475股 | $285.6万 | 5,960股 | -485股-8.14% | 减仓 |
 美光科技MU |
| 2.36% | 0.75% | $256.0万 | 2,218股 | $72.1万 | 2,134股 | +84股+3.94% | 加仓 |
 好市多COST |
| 2.25% | 2.67% | $244.8万 | 2,617股 | $257.4万 | 2,583股 | +34股+1.32% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.03% | 1.61% | $220.9万 | 8,757股 | $155.4万 | 8,566股 | +191股+2.23% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.81% | 1.88% | $196.8万 | 2,635股 | $181.2万 | 2,787股 | -152股-5.45% | 减仓 |
 PALO ALTOPANW |
| 1.73% | 1% | $188.4万 | 5,524股 | $96.6万 | 6,025股 | -501股-8.32% | 减仓 |
 沃尔玛WMT |
| 1.63% | 1.95% | $176.8万 | 1.6万股 | $188.3万 | 1.5万股 | +454股+3.00% | 加仓 |
 安费诺APH |
| 1.58% | 0.91% | $171.4万 | 9,721股 | $88.2万 | 6,981股 | +2,740股+39.25% | 加仓 |
 MCKESSON COMMCK |
| 1.51% | 1.3% | $164.5万 | 2,177股 | $125.7万 | 1,453股 | +724股+49.83% | 加仓 |
 QUANTA SVCSPWR |
| 1.36% | 1.17% | $147.9万 | 2,054股 | $112.7万 | 2,052股 | +2股+0.10% | 加仓 |
 BOOKING COMBKNG |
| 1.24% | 1.27% | $135.3万 | 7,589股 | $122.5万 | 291股 | +7,298股+2,507.90% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.15% | 0.98% | $125.3万 | 3,339股 | $95.0万 | 3,419股 | -80股-2.34% | 减仓 |
 TJXTJX |
| 1.13% | 1.3% | $122.5万 | 8,083股 | $125.7万 | 7,874股 | +209股+2.65% | 加仓 |
 康宁GLW |
| 1.12% | 0.59% | $121.4万 | 4,752股 | $57.0万 | 4,189股 | +563股+13.44% | 加仓 |
 Meta平台META |
| 1.04% | 1.12% | $112.9万 | 2,005股 | $108.4万 | 1,894股 | +111股+5.86% | 加仓 |
 NETFLIXNFLX |
| 1.02% | 1.43% | $110.6万 | 1.5万股 | $137.6万 | 1.4万股 | +1,189股+8.31% | 加仓 |
 马丁玛丽埃塔MLM |
| 0.91% | 1.08% | $98.6万 | 1,710股 | $103.8万 | 1,764股 | -54股-3.06% | 减仓 |
 甲骨文ORCL |
| 0.82% | 0.98% | $89.1万 | 6,080股 | $94.1万 | 6,396股 | -316股-4.94% | 减仓 |
 TransDigmTDG |
| 0.79% | 0.79% | $85.7万 | 643股 | $75.8万 | 654股 | -11股-1.68% | 减仓 |
 万事达MA |
| 0.78% | 0.89% | $85.3万 | 1,661股 | $85.9万 | 1,719股 | -58股-3.37% | 减仓 |
 优步UBER |
| 0.77% | 0.88% | $83.7万 | 1.2万股 | $85.3万 | 1.2万股 | -267股-2.25% | 减仓 |
 雪佛龙CVX |
| 0.76% | 1.37% | $82.6万 | 4,983股 | $131.9万 | 6,374股 | -1,391股-21.82% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.75% | 0.47% | $81.3万 | 4,269股 | $45.2万 | 3,403股 | +866股+25.45% | 加仓 |
 直觉外科ISRG |
| 0.74% | 1.04% | $80.6万 | 2,027股 | $100.1万 | 2,172股 | -145股-6.68% | 减仓 |
 特灵科技TT |
| 0.69% | 0.63% | $75.2万 | 1,531股 | $60.7万 | 1,456股 | +75股+5.15% | 加仓 |
| IISHARES US CONSUMER DISCRETIONARY ETFIYC |
| 0.68% | 0.66% | $74.0万 | 7,316股 | $63.4万 | 6,544股 | +772股+11.80% | 加仓 |
 高盛GS |
| 0.65% | 0.59% | $70.5万 | 697股 | $56.5万 | 668股 | +29股+4.34% | 加仓 |
 南方电力SO |
| 0.59% | 0.65% | $64.4万 | 6,726股 | $62.9万 | 6,518股 | +208股+3.19% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.59% | 0.66% | $64.3万 | 2,799股 | $63.4万 | 2,926股 | -127股-4.34% | 减仓 |
| IiShares安硕信托IYF |
| 0.59% | 0.55% | $63.8万 | 5,007股 | $53.3万 | 4,534股 | +473股+10.43% | 加仓 |
 辉瑞PFE |
| 0.53% | 0.45% | $58.0万 | 2.4万股 | $43.3万 | 1.5万股 | +8,668股+56.20% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.53% | 0.31% | $57.7万 | 900股 | $29.6万 | 900股 | 00.00% | 持仓不变 |
| NNRG ENERGYNRG |
| 0.5% | 0.5% | $54.2万 | 3,710股 | $48.1万 | 3,288股 | +422股+12.83% | 加仓 |
 万豪MAR |
| 0.48% | 0.46% | $52.4万 | 1,414股 | $44.3万 | 1,353股 | +61股+4.51% | 加仓 |
| V先锋领航指数基金VUG |
| 0.48% | 0.44% | $52.1万 | 6,050股 | $42.1万 | 964股 | +5,086股+527.59% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.43% | 0.42% | $47.0万 | 4,390股 | $40.2万 | 3,623股 | +767股+21.17% | 加仓 |
| IiShares安硕信托IVV |
| 0.42% | 0.42% | $46.1万 | 615股 | $40.2万 | 615股 | 00.00% | 持仓不变 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.42% | 0.4% | $45.3万 | 2,857股 | $38.2万 | 2,604股 | +253股+9.72% | 加仓 |
| S道富XLI |
| 0.41% | 0.4% | $44.8万 | 2,419股 | $38.5万 | 2,382股 | +37股+1.55% | 加仓 |
 星座能源CEG |
| 0.41% | 0.47% | $44.5万 | 1,792股 | $45.7万 | 1,636股 | +156股+9.54% | 加仓 |
