 英伟达NVDA |
| 23.01% | 28.33% | $2,973.1万 | 14.9万股 | $2,525.9万 | 14.5万股 | +3,752股+2.59% | 加仓 |
 西部数据WDC |
| 15.2% | 8.61% | $1,963.9万 | 3.1万股 | $767.4万 | 2.8万股 | +2,377股+8.38% | 加仓 |
| V先锋领航指数基金VOO |
| 12.29% | 14.21% | $1,588.3万 | 2.3万股 | $1,266.4万 | 2.1万股 | +1,933股+9.12% | 加仓 |
| SSPDR行业精选信托XLK |
| 7.41% | 7.72% | $958.1万 | 5.0万股 | $688.5万 | 5.2万股 | -1,515股-2.92% | 减仓 |
| I景顺QQQ信托VOO |
| 7.12% | 8.78% | $920.5万 | 1.3万股 | $782.8万 | 1.4万股 | -1,062股-7.83% | 减仓 |
| IiShares安硕信托IEFA |
| 5.65% | 6.03% | $730.0万 | 7.6万股 | $537.4万 | 5.9万股 | +1.6万股+27.34% | 加仓 |
| S道富SPMD |
| 5.47% | 4.85% | $706.6万 | 10.5万股 | $432.4万 | 7.3万股 | +3.2万股+43.26% | 加仓 |
| IiShares安硕信托EEM |
| 5.38% | — | $694.8万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 Arista网络ANET |
| 5.37% | 5.23% | $694.1万 | 4.1万股 | $466.4万 | 3.8万股 | +2,878股+7.58% | 加仓 |
| S道富SPSM |
| 4.98% | 4% | $643.9万 | 11.2万股 | $356.9万 | 7.4万股 | +3.8万股+51.15% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 4.43% | 7.24% | $572.0万 | 5.9万股 | $645.0万 | 6.7万股 | -8,029股-11.91% | 减仓 |
 苹果AAPL |
| 1.29% | 1.65% | $166.4万 | 5,752股 | $146.7万 | 5,781股 | -29股-0.50% | 减仓 |
 美光科技MU |
| 0.51% | — | $66.0万 | 572股 | $0 | 0股 | +572股 | 新买入 |
 万豪MAR |
| 0.41% | 0.52% | $52.6万 | 1,419股 | $46.3万 | 1,417股 | +2股+0.14% | 加仓 |
 希尔顿HLT |
| 0.41% | 0.55% | $52.5万 | 1,587股 | $49.0万 | 1,613股 | -26股-1.61% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.25% | 0.3% | $32.7万 | 2,747股 | $26.9万 | 2,744股 | +3股+0.11% | 加仓 |
| DDimensional维度·U.S. EQUITY MARKET ETFDFUS |
| 0.24% | 0.3% | $31.4万 | 3,827股 | $27.1万 | 3,817股 | +10股+0.26% | 加仓 |
| S道富SPYV |
| 0.22% | 0.29% | $28.2万 | 4,639股 | $26.2万 | 4,622股 | +17股+0.37% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.19% | 0.26% | $24.4万 | 938股 | $23.2万 | 938股 | 00.00% | 持仓不变 |
| IiShares安硕RING |
| 0.18% | — | $23.3万 | 7,552股 | $0 | 0股 | +7,552股 | 新买入 |
