| S道富SPYM |
| 5.06% | 4.61% | $415.2万 | 4.7万股 | $292.5万 | 3.8万股 | +9,036股+23.65% | 加仓 |
| S道富SPAB |
| 4.57% | 4.76% | $375.4万 | 14.7万股 | $301.8万 | 11.8万股 | +2.9万股+24.86% | 加仓 |
 科磊KLAC |
| 2.59% | 2.2% | $212.6万 | 7,045股 | $139.7万 | 949股 | +6,096股+642.36% | 加仓 |
 英伟达NVDA |
| 2.55% | 2.91% | $209.6万 | 1.0万股 | $184.5万 | 1.1万股 | -106股-1.00% | 减仓 |
 苹果AAPL |
| 2.55% | 2.77% | $209.4万 | 7,235股 | $175.5万 | 6,916股 | +319股+4.61% | 加仓 |
| SSPDR道富指数基金SPDW |
| 2.52% | 2.42% | $206.8万 | 4.1万股 | $153.8万 | 3.4万股 | +7,348股+21.81% | 加仓 |
| FFLEXFLEX |
| 2.41% | 1.21% | $198.0万 | 1.2万股 | $76.7万 | 1.2万股 | +500股+4.27% | 加仓 |
 安费诺APH |
| 2.37% | 2.06% | $195.0万 | 1.1万股 | $131.0万 | 1.0万股 | +786股+7.58% | 加仓 |
 亚马逊AMZN |
| 2.33% | 2.57% | $191.1万 | 8,018股 | $163.2万 | 7,838股 | +180股+2.30% | 加仓 |
 美光科技MU |
| 2.32% | 1.04% | $190.8万 | 1,653股 | $65.9万 | 1,951股 | -298股-15.27% | 减仓 |
 谷歌AGOOGL |
| 1.89% | 1.9% | $155.6万 | 4,354股 | $120.5万 | 4,191股 | +163股+3.89% | 加仓 |
 博通AVGO |
| 1.71% | 1.99% | $140.4万 | 3,717股 | $126.5万 | 4,086股 | -369股-9.03% | 减仓 |
 壳牌SHEL |
| 1.65% | 2.44% | $135.7万 | 1.8万股 | $155.0万 | 1.7万股 | +838股+5.03% | 加仓 |
 思科CSCO |
| 1.61% | 1.48% | $132.2万 | 1.1万股 | $93.8万 | 1.2万股 | -830股-6.87% | 减仓 |
 强生JNJ |
| 1.54% | 1.78% | $126.5万 | 4,983股 | $113.2万 | 4,633股 | +350股+7.55% | 加仓 |
| AAPPLOVINAPP |
| 1.48% | 1.42% | $121.9万 | 2,366股 | $90.0万 | 2,261股 | +105股+4.64% | 加仓 |
 艾伯维ABBV |
| 1.46% | 1.57% | $119.9万 | 4,763股 | $99.4万 | 4,571股 | +192股+4.20% | 加仓 |
 联合包裹UPSUPS |
| 1.46% | 1.56% | $119.6万 | 1.1万股 | $98.8万 | 1.0万股 | +1,083股+10.78% | 加仓 |
 雪佛龙CVX |
| 1.45% | 2.23% | $119.1万 | 7,183股 | $141.6万 | 6,843股 | +340股+4.97% | 加仓 |
 威瑞森VZ |
| 1.37% | 2% | $112.2万 | 2.7万股 | $126.8万 | 2.5万股 | +1,256股+4.97% | 加仓 |
 万事达MA |
| 1.36% | 1.63% | $111.3万 | 2,167股 | $103.5万 | 2,071股 | +96股+4.64% | 加仓 |
 家得宝HD |
| 1.34% | 0.32% | $110.4万 | 3,263股 | $20.4万 | 621股 | +2,642股+425.44% | 加仓 |
 美国合众银行USB |
| 1.29% | 1.37% | $106.1万 | 1.8万股 | $87.0万 | 1.7万股 | +836股+5.00% | 加仓 |
 Meta平台META |
| 1.28% | 1.61% | $105.2万 | 1,868股 | $102.3万 | 1,787股 | +81股+4.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.26% | 1.29% | $103.6万 | 2,934股 | $81.6万 | 2,846股 | +88股+3.09% | 加仓 |
| SSPDR道富指数基金SPEM |
| 1.24% | 1.19% | $102.1万 | 2.0万股 | $75.6万 | 1.6万股 | +3,595股+22.29% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 1.24% | 1.52% | $102.0万 | 1.8万股 | $96.5万 | 1.7万股 | +892股+5.33% | 加仓 |
 辉瑞PFE |
| 1.23% | 1.76% | $101.0万 | 4.2万股 | $111.6万 | 4.0万股 | +2,188股+5.50% | 加仓 |
| FFASTENAL COMFAST |
| 1.17% | 1.39% | $96.1万 | 2.0万股 | $88.4万 | 1.9万股 | +958股+5.03% | 加仓 |
 摩根大通JPM |
| 1.14% | 1.26% | $93.5万 | 2,856股 | $80.2万 | 2,726股 | +130股+4.77% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.12% | 1.27% | $92.0万 | 5,086股 | $80.5万 | 4,868股 | +218股+4.48% | 加仓 |
| AAT&TT |
| 1.11% | 1.83% | $91.0万 | 4.4万股 | $116.2万 | 4.0万股 | +3,887股+9.70% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.1% | 1.31% | $90.1万 | 1.1万股 | $83.3万 | 1.0万股 | +438股+4.18% | 加仓 |
 百事可乐PEP |
| 1.1% | 1.48% | $90.0万 | 6,647股 | $93.8万 | 6,039股 | +608股+10.07% | 加仓 |
 NETFLIXNFLX |
| 1.07% | 1.8% | $88.2万 | 1.2万股 | $114.2万 | 1.2万股 | +472股+3.98% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 1.06% | 0.64% | $87.5万 | 1,042股 | $40.4万 | 993股 | +49股+4.93% | 加仓 |
 UNITED RENTALSURI |
| 1.06% | 0.84% | $86.8万 | 766股 | $53.4万 | 734股 | +32股+4.36% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 1.04% | 1.13% | $85.7万 | 3,776股 | $71.5万 | 3,607股 | +169股+4.69% | 加仓 |
 AON SHS CL AAON |
| 0.92% | — | $75.8万 | 2,348股 | $0 | 0股 | +2,348股 | 新买入 |
 Arista网络ANET |
| 0.92% | 0.82% | $75.2万 | 4,426股 | $51.8万 | 4,221股 | +205股+4.86% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.9% | 0.87% | $73.7万 | 3,160股 | $55.0万 | 3,014股 | +146股+4.84% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 0.78% | — | $64.1万 | 8,512股 | $0 | 0股 | +8,512股 | 新买入 |
 直觉外科ISRG |
| 0.78% | — | $64.0万 | 1,388股 | $0 | 0股 | +1,388股 | 新买入 |
 CINTAS COMCTAS |
| 0.68% | 0.84% | $55.9万 | 3,285股 | $53.1万 | 3,140股 | +145股+4.62% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.66% | 0.73% | $53.8万 | 2,484股 | $46.4万 | 2,375股 | +109股+4.59% | 加仓 |
| V先锋领航STAR基金VXUS |
| 0.63% | 0.74% | $51.8万 | 6,055股 | $46.7万 | 6,050股 | +5股+0.08% | 加仓 |
 BURLINGTON STORES COMBURL |
| 0.61% | 0.77% | $50.1万 | 1,583股 | $49.1万 | 1,509股 | +74股+4.90% | 加仓 |
 泛林集团LRCX |
| 0.6% | 0.38% | $49.5万 | 1,142股 | $24.4万 | 1,142股 | 00.00% | 持仓不变 |
 LINCOLN ELECLECO |
| 0.57% | 0.65% | $46.8万 | 1,765股 | $41.4万 | 1,661股 | +104股+6.26% | 加仓 |
 摩根士丹利MS |
| 0.55% | 0.55% | $45.1万 | 2,157股 | $34.8万 | 2,117股 | +40股+1.89% | 加仓 |
