| SSPDR行业精选信托XLF |
| 4.38% | 4.24% | $588.7万 | 11.0万股 | $462.4万 | 9.4万股 | +1.6万股+17.24% | 加仓 |
| V先锋领航全球基金VGT |
| 4.08% | 4.63% | $548.8万 | 4.6万股 | $503.9万 | 7,222股 | +3.9万股+535.78% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.77% | 5% | $506.4万 | 2.7万股 | $544.6万 | 4.1万股 | -1.4万股-35.14% | 减仓 |
 美光科技MU |
| 3.54% | 1.7% | $475.1万 | 4,116股 | $185.5万 | 5,491股 | -1,375股-25.04% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 3.36% | 3.5% | $452.0万 | 2.8万股 | $381.3万 | 2.6万股 | +2,480股+9.53% | 加仓 |
 AMD超威AMD |
| 2.97% | 1.53% | $398.7万 | 6,864股 | $166.9万 | 8,202股 | -1,338股-16.31% | 减仓 |
| SSPDR行业精选信托XLP |
| 2.31% | 2.72% | $311.0万 | 3.7万股 | $296.8万 | 3.6万股 | +1,240股+3.43% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.31% | 2.75% | $310.9万 | 2.9万股 | $299.6万 | 2.7万股 | +2,000股+7.40% | 加仓 |
 PALO ALTOPANW |
| 2.04% | 1.1% | $274.6万 | 8,051股 | $120.3万 | 7,502股 | +549股+7.32% | 加仓 |
| S道富XLI |
| 2% | 2.53% | $269.3万 | 1.5万股 | $275.4万 | 1.7万股 | -2,490股-14.62% | 减仓 |
 微软MSFT |
| 1.94% | 1.5% | $261.1万 | 7,000股 | $163.3万 | 4,412股 | +2,588股+58.66% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.84% | 1.48% | $246.8万 | 6,985股 | $161.3万 | 5,623股 | +1,362股+24.22% | 加仓 |
 科磊KLAC |
| 1.82% | 1.03% | $244.3万 | 8,097股 | $111.8万 | 759股 | +7,338股+966.80% | 加仓 |
 英伟达NVDA |
| 1.81% | 1.83% | $242.7万 | 1.2万股 | $199.5万 | 1.1万股 | +690股+6.03% | 加仓 |
 康宁GLW |
| 1.81% | 1.1% | $242.6万 | 9,497股 | $120.3万 | 8,846股 | +651股+7.36% | 加仓 |
 应用材料AMAT |
| 1.8% | 0.97% | $241.5万 | 3,340股 | $105.4万 | 3,083股 | +257股+8.34% | 加仓 |
 Meta平台META |
| 1.79% | 1.65% | $240.5万 | 4,270股 | $179.8万 | 3,143股 | +1,127股+35.86% | 加仓 |
 亚马逊AMZN |
| 1.75% | 1.52% | $235.1万 | 9,863股 | $165.4万 | 7,943股 | +1,920股+24.17% | 加仓 |
 CrowdStrikeCRWD |
| 1.72% | 1.02% | $231.5万 | 3,034股 | $110.6万 | 2,833股 | +201股+7.09% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.47% | 1.53% | $197.3万 | 1.7万股 | $166.2万 | 1.5万股 | +1,570股+10.30% | 加仓 |
 苹果AAPL |
| 1.29% | 1.37% | $173.7万 | 6,003股 | $149.4万 | 5,885股 | +118股+2.01% | 加仓 |
 甲骨文ORCL |
| 1.26% | 1.49% | $169.9万 | 1.2万股 | $162.3万 | 1.1万股 | +558股+5.06% | 加仓 |
| SSPDR行业精选信托XLU |
| 1.25% | 1.51% | $168.4万 | 3.7万股 | $164.1万 | 3.6万股 | +1,370股+3.83% | 加仓 |
| IIBMIBM |
| 1.23% | 1% | $165.8万 | 5,897股 | $109.5万 | 4,516股 | +1,381股+30.58% | 加仓 |
 西部数据WDC |
| 1.2% | 0.12% | $161.9万 | 2,535股 | $13.5万 | 500股 | +2,035股+407.00% | 加仓 |
 博通AVGO |
| 1.18% | 0.98% | $158.7万 | 4,200股 | $106.3万 | 3,436股 | +764股+22.24% | 加仓 |
 Arista网络ANET |
| 1.17% | 0.94% | $157.3万 | 9,262股 | $103.0万 | 8,385股 | +877股+10.46% | 加仓 |
 GE航空GE |
| 1.1% | 0.91% | $148.3万 | 3,967股 | $99.3万 | 3,500股 | +467股+13.34% | 加仓 |
 优步UBER |
| 1.1% | 1.27% | $147.6万 | 2.0万股 | $138.2万 | 1.9万股 | +1,242股+6.46% | 加仓 |
 礼来LLY |
| 1.09% | 0.95% | $146.0万 | 1,217股 | $103.9万 | 1,130股 | +87股+7.70% | 加仓 |
 卡特彼勒CAT |
| 1.08% | — | $145.4万 | 1,365股 | $0 | 0股 | +1,365股 | 新买入 |
 高盛GS |
| 1.02% | 0.98% | $136.4万 | 1,349股 | $106.5万 | 1,259股 | +90股+7.15% | 加仓 |
 WELLTOWER COMWELL |
| 1.01% | — | $136.3万 | 6,007股 | $0 | 0股 | +6,007股 | 新买入 |
 PROGRESSIVEPGR |
| 0.99% | 1.03% | $133.3万 | 6,101股 | $112.0万 | 5,651股 | +450股+7.96% | 加仓 |
 雪佛龙CVX |
| 0.98% | 1.5% | $132.2万 | 7,974股 | $163.7万 | 7,912股 | +62股+0.78% | 加仓 |
 摩根大通JPM |
| 0.98% | 1% | $131.1万 | 4,006股 | $109.5万 | 3,721股 | +285股+7.66% | 加仓 |
 特斯拉TSLA |
| 0.97% | 0.95% | $130.5万 | 3,102股 | $103.6万 | 2,786股 | +316股+11.34% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.96% | — | $128.4万 | 2,975股 | $0 | 0股 | +2,975股 | 新买入 |
 ALTRIAMO |
| 0.95% | 1% | $127.9万 | 1.8万股 | $108.5万 | 1.6万股 | +1,338股+8.14% | 加仓 |
 美国运通AXP |
| 0.94% | 0.97% | $126.4万 | 3,738股 | $105.4万 | 3,483股 | +255股+7.32% | 加仓 |
 强生JNJ |
| 0.93% | 1.02% | $124.9万 | 4,917股 | $111.3万 | 4,554股 | +363股+7.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.93% | 1.01% | $124.3万 | 2,485股 | $110.5万 | 2,305股 | +180股+7.81% | 加仓 |
 麦当劳MCD |
| 0.92% | 1.1% | $123.9万 | 4,585股 | $120.2万 | 3,868股 | +717股+18.54% | 加仓 |
 3M COMMMM |
| 0.91% | 0.93% | $122.7万 | 7,581股 | $101.5万 | 6,988股 | +593股+8.49% | 加仓 |
 帕兰提尔PLTR |
| 0.9% | 1.31% | $121.4万 | 1.0万股 | $142.4万 | 9,738股 | +669股+6.87% | 加仓 |
 杜克能源DUK |
| 0.89% | 1.11% | $119.8万 | 9,467股 | $120.5万 | 9,204股 | +263股+2.86% | 加仓 |
 TJXTJX |
| 0.89% | 1.07% | $119.6万 | 7,894股 | $117.0万 | 7,324股 | +570股+7.78% | 加仓 |
 威瑞森VZ |
| 0.89% | 1.3% | $119.6万 | 2.8万股 | $141.6万 | 2.8万股 | +27股+0.10% | 加仓 |
 埃克森美孚XOM |
| 0.89% | 1.37% | $119.0万 | 8,703股 | $149.2万 | 8,794股 | -91股-1.03% | 减仓 |
 家得宝HD |
| 0.88% | 0.91% | $118.0万 | 3,346股 | $98.9万 | 3,006股 | +340股+11.31% | 加仓 |
