 泛林集团LRCX |
| 16.78% | 10.56% | $4,309.0万 | 9.9万股 | $2,197.5万 | 10.3万股 | -3,411股-3.32% | 减仓 |
 阿斯麦ASML |
| 5.69% | 4.67% | $1,461.6万 | 7,347股 | $970.9万 | 7,351股 | -4股-0.05% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 3.83% | 4.29% | $982.9万 | 4.2万股 | $893.8万 | 4.2万股 | -20股-0.05% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.7% | 4.26% | $949.0万 | 11.5万股 | $885.9万 | 10.7万股 | +7,767股+7.26% | 加仓 |
 好市多COST |
| 2.73% | 3.6% | $701.2万 | 7,496股 | $749.3万 | 7,520股 | -24股-0.32% | 减仓 |
 迪尔DE |
| 2.66% | 2.86% | $683.6万 | 1.1万股 | $595.8万 | 1.1万股 | +200股+1.89% | 加仓 |
 微软MSFT |
| 2.58% | 3.24% | $663.4万 | 1.8万股 | $674.0万 | 1.8万股 | -423股-2.32% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.89% | 2.23% | $484.0万 | 9,672股 | $463.5万 | 9,672股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.82% | 1.71% | $468.4万 | 3,905股 | $356.7万 | 3,878股 | +27股+0.70% | 加仓 |
| LLUMEN TECHNOLOGIESLUMN |
| 1.73% | 1.47% | $444.3万 | 57.9万股 | $305.3万 | 43.9万股 | +13.9万股+31.69% | 加仓 |
 CienaCIEN |
| 1.68% | 1.67% | $432.0万 | 8,807股 | $348.1万 | 8,967股 | -160股-1.78% | 减仓 |
 派克汉尼汾PH |
| 1.64% | 1.85% | $419.9万 | 4,293股 | $384.3万 | 4,293股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 1.56% | 0.94% | $400.7万 | 1.3万股 | $195.5万 | 1,328股 | +1.2万股+900.00% | 加仓 |
 ON SEMICONDUCTOR COMON |
| 1.53% | 1.29% | $393.7万 | 4.2万股 | $267.6万 | 4.3万股 | -1,572股-3.64% | 减仓 |
 马拉松石油MPC |
| 1.48% | 1.75% | $380.7万 | 1.5万股 | $363.6万 | 1.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.45% | 1.54% | $372.9万 | 1.6万股 | $319.8万 | 1.5万股 | +292股+1.90% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.43% | 0.67% | $366.1万 | 8,486股 | $139.3万 | 8,486股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.42% | 1.6% | $364.4万 | 1.0万股 | $333.9万 | 1.0万股 | +178股+1.75% | 加仓 |
 马丁玛丽埃塔MLM |
| 1.41% | 1.73% | $361.9万 | 6,275股 | $359.2万 | 6,102股 | +173股+2.84% | 加仓 |
 AON SHS CL AAON |
| 1.4% | 1.71% | $358.7万 | 1.1万股 | $355.3万 | 1.1万股 | -195股-1.77% | 减仓 |
 英伟达NVDA |
| 1.35% | 1.45% | $345.7万 | 1.7万股 | $302.0万 | 1.7万股 | -35股-0.20% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.33% | 1.48% | $342.3万 | 1.6万股 | $308.8万 | 1.6万股 | 00.00% | 持仓不变 |
| G高盛ETF信托GSEW |
| 1.23% | 1.29% | $314.6万 | 3.3万股 | $269.2万 | 3.2万股 | +1,527股+4.80% | 加仓 |
 苹果AAPL |
| 1.22% | 1.32% | $312.7万 | 1.1万股 | $274.3万 | 1.1万股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.1% | 1.14% | $282.4万 | 2,792股 | $236.2万 | 2,792股 | 00.00% | 持仓不变 |
 安桥ENB |
| 0.99% | 1.2% | $253.3万 | 4.7万股 | $250.1万 | 4.6万股 | +520股+1.13% | 加仓 |
 美国运通AXP |
| 0.96% | 0.92% | $246.4万 | 7,286股 | $191.4万 | 6,329股 | +957股+15.12% | 加仓 |
| IiShares安硕信托AGG |
| 0.92% | 1.1% | $235.1万 | 2.4万股 | $229.8万 | 2.3万股 | +605股+2.61% | 加仓 |
 CF INDSCF |
| 0.88% | 1.34% | $226.3万 | 2.1万股 | $278.3万 | 2.1万股 | -533股-2.49% | 减仓 |
 CSX铁路CSX |
| 0.88% | 0.94% | $226.0万 | 4.8万股 | $195.2万 | 4.8万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VXF |
| 0.86% | 0.88% | $221.0万 | 8,978股 | $183.0万 | 8,893股 | +85股+0.96% | 加仓 |
| EENTEGRISENTG |
| 0.83% | 0.67% | $213.6万 | 1.2万股 | $140.0万 | 1.2万股 | -65股-0.54% | 减仓 |
 麦当劳MCD |
| 0.81% | 1.22% | $208.9万 | 7,729股 | $253.4万 | 8,155股 | -426股-5.22% | 减仓 |
 摩根大通JPM |
| 0.81% | 0.9% | $208.7万 | 6,375股 | $188.0万 | 6,392股 | -17股-0.27% | 减仓 |
 谷歌AGOOGL |
| 0.79% | 0.82% | $204.0万 | 5,709股 | $170.8万 | 5,939股 | -230股-3.87% | 减仓 |
 林德LIN |
| 0.78% | 0.93% | $201.5万 | 3,883股 | $192.5万 | 3,883股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.77% | 0.28% | $198.0万 | 1,715股 | $59.3万 | 1,754股 | -39股-2.22% | 减仓 |
| V先锋领航指数基金VV |
| 0.76% | 0.81% | $194.2万 | 5,647股 | $168.8万 | 5,647股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.76% | 0.93% | $193.8万 | 3.8万股 | $194.2万 | 3.9万股 | -610股-1.57% | 减仓 |
| G通用动力VTI |
| 0.71% | 0.76% | $181.8万 | 4,912股 | $157.6万 | 4,912股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.67% | 0.6% | $173.1万 | 4,062股 | $124.1万 | 3,469股 | +593股+17.09% | 加仓 |
| IiShares安硕·COREIJH |
| 0.65% | 0.67% | $167.4万 | 2.2万股 | $140.2万 | 2.1万股 | +950股+4.58% | 加仓 |
 台积电TSM |
| 0.62% | 0.51% | $160.2万 | 3,355股 | $106.0万 | 3,137股 | +218股+6.95% | 加仓 |
| IiShares安硕信托IVV |
| 0.61% | 0.65% | $155.8万 | 2,081股 | $135.9万 | 2,081股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.58% | 0.73% | $149.3万 | 7,868股 | $151.8万 | 7,868股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.57% | 0.65% | $145.9万 | 4,634股 | $136.0万 | 4,138股 | +496股+11.99% | 加仓 |
 TJXTJX |
| 0.52% | 0.68% | $134.5万 | 8,879股 | $141.8万 | 8,879股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.51% | 0.52% | $130.5万 | 3,455股 | $107.7万 | 3,480股 | -25股-0.72% | 减仓 |
 艾伯维ABBV |
| 0.5% | 0.56% | $128.6万 | 5,112股 | $116.2万 | 5,345股 | -233股-4.36% | 减仓 |
| V先锋领航斯科茨代尔基金VONV |
| 0.46% | 0.52% | $119.2万 | 1.1万股 | $108.1万 | 1.2万股 | -320股-2.77% | 减仓 |
