 美光科技MU |
| 7.79% | 15.35% | $940.8万 | 8,150股 | $1,786.7万 | 5.3万股 | -4.5万股-84.59% | 减仓 |
| F第一信托交易所交易基金FPX |
| 4.08% | 3.22% | $493.3万 | 2.4万股 | $375.2万 | 2.4万股 | +300股+1.27% | 加仓 |
| CCAPITAL CORE EQUITY ETCGUS |
| 3.94% | 3.57% | $475.7万 | 10.7万股 | $416.0万 | 10.8万股 | -1,330股-1.23% | 减仓 |
| C资本集团成长ETFCGGR |
| 2.85% | 2.5% | $343.8万 | 7.3万股 | $290.8万 | 7.2万股 | +472股+0.65% | 加仓 |
| F第一信托·USTFVD |
| 2.68% | 2.64% | $324.3万 | 6.7万股 | $307.4万 | 6.5万股 | +1,948股+2.98% | 加仓 |
 微软MSFT |
| 2.37% | 2.07% | $286.5万 | 7,681股 | $240.7万 | 6,503股 | +1,178股+18.11% | 加仓 |
 埃克森美孚XOM |
| 2.17% | 2.98% | $262.3万 | 1.9万股 | $346.5万 | 2.0万股 | -1,244股-6.09% | 减仓 |
 台积电TSM |
| 2.06% | 1.52% | $249.2万 | 5,219股 | $177.2万 | 5,244股 | -25股-0.48% | 减仓 |
| CCAPITAL EQUITY ETF TRCGCV |
| 1.91% | 1.73% | $230.1万 | 8.0万股 | $201.5万 | 8.0万股 | +811股+1.02% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.85% | 1.54% | $223.0万 | 1,613股 | $179.3万 | 1,640股 | -27股-1.65% | 减仓 |
 英特尔INTC |
| 1.61% | 0.56% | $194.8万 | 1.4万股 | $65.4万 | 1.5万股 | -858股-5.79% | 减仓 |
 苹果AAPL |
| 1.61% | 1.63% | $194.6万 | 6,726股 | $189.2万 | 7,454股 | -728股-9.77% | 减仓 |
| F第一信托·EXCHANGE-TRADED ALPFNY |
| 1.55% | 1.31% | $187.6万 | 1.7万股 | $152.7万 | 1.7万股 | +51股+0.30% | 加仓 |
 谷歌AGOOGL |
| 1.53% | 1.05% | $184.3万 | 5,156股 | $122.7万 | 4,268股 | +888股+20.81% | 加仓 |
 AMD超威AMD |
| 1.52% | 0.56% | $183.2万 | 3,154股 | $65.2万 | 3,206股 | -52股-1.62% | 减仓 |
| CCAPITAL CONSERVATIVE ECGCV |
| 1.51% | 1.41% | $182.8万 | 5.6万股 | $164.5万 | 5.5万股 | +521股+0.94% | 加仓 |
| IiShares安硕信托MTUM |
| 1.5% | — | $181.5万 | 5,295股 | $0 | 0股 | +5,295股 | 新买入 |
 应用材料AMAT |
| 1.48% | 0.74% | $179.2万 | 2,479股 | $85.8万 | 2,509股 | -30股-1.20% | 减仓 |
 博通AVGO |
| 1.46% | 1.28% | $176.7万 | 4,678股 | $148.8万 | 4,808股 | -130股-2.70% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 1.46% | 1.25% | $176.2万 | 2.2万股 | $145.4万 | 2.1万股 | +438股+2.06% | 加仓 |
 安费诺APH |
| 1.42% | 1.06% | $171.8万 | 9,746股 | $122.8万 | 9,720股 | +26股+0.27% | 加仓 |
 英伟达NVDA |
| 1.37% | 1.24% | $165.3万 | 8,260股 | $144.9万 | 8,307股 | -47股-0.57% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.37% | 1.05% | $165.1万 | 4,400股 | $122.0万 | 4,390股 | +10股+0.23% | 加仓 |
 亚马逊AMZN |
| 1.34% | 1.4% | $162.5万 | 6,816股 | $163.3万 | 7,842股 | -1,026股-13.08% | 减仓 |
| TTERADYNETER |
| 1.28% | 0.82% | $154.9万 | 3,202股 | $95.8万 | 3,232股 | -30股-0.93% | 减仓 |
| F第一信托交易所交易基金FXO |
| 1.25% | 1.13% | $150.6万 | 2.4万股 | $131.8万 | 2.3万股 | +655股+2.79% | 加仓 |
 PUTNAM MUN OPPORTUNITIES TRPMO |
| 1.18% | 1.26% | $142.7万 | 13.5万股 | $147.1万 | 14.3万股 | -7,428股-5.20% | 减仓 |
 NEUBERGER MUN FDNBH |
| 1.18% | 1.25% | $142.3万 | 13.5万股 | $146.0万 | 14.4万股 | -8,937股-6.21% | 减仓 |
 PIMCO·MUN INCOME FD IIPML |
| 1.17% | 1.3% | $141.4万 | 18.6万股 | $150.8万 | 19.9万股 | -1.3万股-6.69% | 减仓 |
 特斯拉TSLA |
| 1.15% | 1.06% | $139.4万 | 3,315股 | $123.0万 | 3,310股 | +5股+0.15% | 加仓 |
 VisaV |
| 1.09% | 0.88% | $132.3万 | 3,855股 | $102.4万 | 3,386股 | +469股+13.85% | 加仓 |
 摩根大通JPM |
| 1.08% | 0.82% | $130.3万 | 3,981股 | $95.8万 | 3,258股 | +723股+22.19% | 加仓 |
 NUVEEN AMT FREE MUN CR FNVG |
| 1.03% | 1.04% | $125.0万 | 9.8万股 | $120.5万 | 9.8万股 | -83股-0.08% | 减仓 |
 马拉松石油MPC |
| 1% | 0.98% | $120.5万 | 4,714股 | $114.2万 | 4,677股 | +37股+0.79% | 加仓 |
| AARK·ETF TRARKQ |
| 0.95% | 0.85% | $114.6万 | 8,669股 | $98.6万 | 8,767股 | -98股-1.12% | 减仓 |
 阿斯麦ASML |
| 0.93% | 0.57% | $112.6万 | 566股 | $66.2万 | 501股 | +65股+12.97% | 加仓 |
| AARK·ETF TRARKK |
| 0.93% | 0.98% | $112.5万 | 1.4万股 | $113.9万 | 1.7万股 | -2,935股-17.41% | 减仓 |
 好市多COST |
| 0.91% | 1.24% | $110.3万 | 1,179股 | $144.9万 | 1,454股 | -275股-18.91% | 减仓 |
| F第一信托·UST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDEMLP |
| 0.91% | 0.93% | $109.6万 | 2.5万股 | $107.8万 | 2.5万股 | +502股+2.03% | 加仓 |
 SILICON LABORATORIESSLAB |
| 0.89% | 0.89% | $107.1万 | 4,900股 | $104.0万 | 4,994股 | -94股-1.88% | 减仓 |
 帕兰提尔PLTR |
| 0.86% | 1.11% | $103.3万 | 8,856股 | $129.6万 | 8,862股 | -6股-0.07% | 减仓 |
 礼来LLY |
| 0.84% | 0.62% | $101.8万 | 849股 | $72.1万 | 784股 | +65股+8.29% | 加仓 |
 新思科技SNPS |
| 0.83% | 0.87% | $99.9万 | 2,240股 | $100.9万 | 2,545股 | -305股-11.98% | 减仓 |
| EEA SERIES TRUSTSTXG |
| 0.81% | 0.7% | $98.2万 | 1.8万股 | $81.4万 | 1.7万股 | +419股+2.41% | 加仓 |
 EMCOREME |
| 0.8% | 0.73% | $96.2万 | 1,159股 | $84.9万 | 1,150股 | +9股+0.78% | 加仓 |
 马丁玛丽埃塔MLM |
| 0.77% | 0.8% | $92.6万 | 1,606股 | $92.8万 | 1,577股 | +29股+1.84% | 加仓 |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 0.76% | 0.58% | $91.7万 | 4,219股 | $67.7万 | 4,264股 | -45股-1.06% | 减仓 |
| FFABRINETFN |
| 0.73% | 0.71% | $88.5万 | 1,575股 | $82.7万 | 1,586股 | -11股-0.69% | 减仓 |
 环联TRU |
| 0.73% | 0.73% | $88.4万 | 1.2万股 | $85.3万 | 1.2万股 | -62股-0.50% | 减仓 |
 UNITED RENTALSURI |
| 0.73% | 0.48% | $88.0万 | 776股 | $55.8万 | 766股 | +10股+1.31% | 加仓 |
