| F富达Covington信托FBCG |
| 16.42% | 24.07% | $7,916.1万 | 127.5万股 | $3,067.6万 | 61.2万股 | +66.2万股+108.24% | 加仓 |
| F富达Covington信托FDEM |
| 6.09% | 7.96% | $2,937.2万 | 80.8万股 | $1,014.7万 | 32.1万股 | +48.7万股+151.62% | 加仓 |
 英伟达NVDA |
| 3.2% | — | $1,543.1万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 台积电TSM |
| 2.82% | 2.79% | $1,357.6万 | 2.8万股 | $356.2万 | 1.1万股 | +1.8万股+169.72% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.5% | 0.51% | $1,205.2万 | 3.4万股 | $64.9万 | 2,262股 | +3.2万股+1,408.00% | 加仓 |
 苹果AAPL |
| 2.12% | — | $1,019.7万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 亚马逊AMZN |
| 1.72% | 0.45% | $828.6万 | 3.5万股 | $56.8万 | 2,729股 | +3.2万股+1,173.91% | 加仓 |
 摩根大通JPM |
| 1.18% | 0.4% | $570.6万 | 1.7万股 | $51.1万 | 1,737股 | +1.6万股+903.63% | 加仓 |
 博通AVGO |
| 1.03% | — | $495.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 微软MSFT |
| 1.02% | — | $493.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 西部数据WDC |
| 0.93% | 0.51% | $446.3万 | 6,987股 | $64.6万 | 2,387股 | +4,600股+192.71% | 加仓 |
| AAPPLOVINAPP |
| 0.92% | 1.11% | $441.9万 | 8,577股 | $141.4万 | 3,552股 | +5,025股+141.47% | 加仓 |
 Meta平台META |
| 0.88% | — | $424.3万 | 7,532股 | $0 | 0股 | +7,532股 | 新买入 |
 雪佛龙CVX |
| 0.88% | 1.58% | $423.9万 | 2.6万股 | $201.2万 | 9,726股 | +1.6万股+162.93% | 加仓 |
| J摩根大通交易所交易基金JMUB |
| 0.77% | 1.3% | $371.4万 | 7.3万股 | $165.4万 | 3.3万股 | +4.0万股+121.57% | 加仓 |
| C花旗集团C |
| 0.75% | 0.79% | $363.4万 | 2.6万股 | $100.1万 | 8,829股 | +1.7万股+194.07% | 加仓 |
 阿斯麦ASML |
| 0.73% | 0.48% | $351.5万 | 1,767股 | $61.2万 | 463股 | +1,304股+281.64% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.7% | 0.8% | $339.7万 | 1,714股 | $101.8万 | 738股 | +976股+132.25% | 加仓 |
| BBANK OF AMERBAC |
| 0.69% | 0.62% | $334.9万 | 5.9万股 | $79.4万 | 1.6万股 | +4.2万股+260.97% | 加仓 |
 天弘CLS |
| 0.59% | 0.67% | $283.9万 | 7,782股 | $85.1万 | 3,020股 | +4,762股+157.68% | 加仓 |
 礼来LLY |
| 0.55% | — | $266.0万 | 2,218股 | $0 | 0股 | +2,218股 | 新买入 |
| FFLEXFLEX |
| 0.54% | 0.78% | $262.2万 | 1.6万股 | $99.5万 | 1.5万股 | +979股+6.44% | 加仓 |
 默沙东MRK |
| 0.53% | 0.88% | $257.2万 | 2.0万股 | $112.5万 | 9,354股 | +1.1万股+113.95% | 加仓 |
| N新纪元能源NEE |
| 0.53% | — | $254.2万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.51% | 0.58% | $247.8万 | 3.2万股 | $73.7万 | 1.3万股 | +1.9万股+148.71% | 加仓 |
| SSEA SPONSORD ADSSE |
| 0.51% | 0.73% | $245.2万 | 2.6万股 | $93.4万 | 1.1万股 | +1.4万股+126.80% | 加仓 |
 iShares安硕·MBSACGL |
| 0.49% | 0.77% | $238.5万 | 2.5万股 | $98.7万 | 1.0万股 | +1.4万股+139.08% | 加仓 |
 VisaV |
| 0.49% | 0.22% | $236.8万 | 6,903股 | $27.6万 | 914股 | +5,989股+655.25% | 加仓 |
 科磊KLAC |
| 0.49% | — | $234.7万 | 7,780股 | $0 | 0股 | +7,780股 | 新买入 |
 谷歌AGOOGL |
| 0.48% | — | $229.3万 | 6,417股 | $0 | 0股 | +6,417股 | 新买入 |
 德事隆TXT |
| 0.46% | 0.74% | $224.2万 | 2.4万股 | $94.1万 | 1.1万股 | +1.4万股+127.43% | 加仓 |
 CORTEVA COMCTVA |
| 0.45% | 0.68% | $216.0万 | 2.6万股 | $86.7万 | 1.0万股 | +1.5万股+146.16% | 加仓 |
| DDimensional维度ETF信托DFAC |
| 0.44% | 1.45% | $210.9万 | 4.8万股 | $184.7万 | 4.8万股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 0.43% | 0.48% | $207.6万 | 1.4万股 | $61.5万 | 3,913股 | +9,804股+250.55% | 加仓 |
 AMERICAN HEALTHCARE REITAHR |
| 0.43% | 0.77% | $206.4万 | 4.0万股 | $97.9万 | 2.1万股 | +1.9万股+90.70% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.42% | 1.13% | $204.4万 | 3,314股 | $144.4万 | 3,664股 | -350股-9.55% | 减仓 |
| BBROOKDALE SR LIVINGBKD |
| 0.42% | 0.47% | $204.1万 | 12.7万股 | $59.4万 | 4.3万股 | +8.3万股+192.33% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.42% | 0.21% | $203.8万 | 7,041股 | $26.3万 | 1,243股 | +5,798股+466.45% | 加仓 |
 TapestryTPR |
| 0.42% | 0.68% | $202.4万 | 1.4万股 | $86.1万 | 6,104股 | +7,726股+126.57% | 加仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.41% | 0.56% | $197.6万 | 5.8万股 | $71.0万 | 2.4万股 | +3.5万股+147.47% | 加仓 |
 艺康ECL |
| 0.41% | 0.59% | $196.7万 | 7,025股 | $75.3万 | 2,821股 | +4,204股+149.03% | 加仓 |
 汽车地带AZO |
| 0.4% | 0.36% | $191.8万 | 600股 | $45.6万 | 135股 | +465股+344.44% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.38% | 0.6% | $185.2万 | 2.2万股 | $76.3万 | 9,586股 | +1.3万股+133.80% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.38% | 0.29% | $181.5万 | 4,837股 | $37.3万 | 1,341股 | +3,496股+260.70% | 加仓 |
| CCIGNALIBD |
| 0.37% | 0.56% | $180.1万 | 6,534股 | $71.4万 | 2,678股 | +3,856股+143.99% | 加仓 |
 HALLIBURTON COMHAL |
| 0.37% | 0.66% | $177.8万 | 5.2万股 | $84.1万 | 2.2万股 | +3.1万股+142.88% | 加仓 |
 ICON PUB LTD COICLR |
| 0.36% | 0.28% | $174.4万 | 1.0万股 | $35.5万 | 3,208股 | +6,834股+213.03% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 0.36% | 0.3% | $173.8万 | 1.8万股 | $38.0万 | 6,144股 | +1.2万股+199.25% | 加仓 |
 ILLUMINAILMN |
| 0.36% | 0.38% | $173.2万 | 9,850股 | $48.0万 | 3,891股 | +5,959股+153.15% | 加仓 |
 辉瑞PFE |
| 0.36% | 0.71% | $171.7万 | 7.1万股 | $90.2万 | 3.2万股 | +3.9万股+122.05% | 加仓 |
