 台积电TSM |
| 4.39% | 3.66% | $4,314.0万 | 9.0万股 | $3,180.9万 | 9.4万股 | -3,792股-4.03% | 减仓 |
 苹果AAPL |
| 4.21% | 4.31% | $4,131.9万 | 14.3万股 | $3,745.1万 | 14.8万股 | -4,773股-3.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.83% | 3.64% | $3,757.3万 | 10.6万股 | $3,168.1万 | 11.0万股 | -4,103股-3.72% | 减仓 |
| S嘉信策略信托SCHC |
| 3.11% | 3.12% | $3,057.7万 | 58.0万股 | $2,709.9万 | 55.4万股 | +2.6万股+4.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.81% | 3.03% | $2,757.3万 | 5.5万股 | $2,638.9万 | 5.5万股 | +35股+0.06% | 加仓 |
 安费诺APH |
| 2.56% | 2.1% | $2,511.3万 | 14.2万股 | $1,823.2万 | 14.4万股 | -1,871股-1.30% | 减仓 |
 CENTRAL SECSCET |
| 2.48% | — | $2,437.2万 | 48.1万股 | $0 | 0股 | +48.1万股 | 新买入 |
 摩根大通JPM |
| 2.44% | 2.49% | $2,393.5万 | 7.3万股 | $2,161.7万 | 7.3万股 | -364股-0.50% | 减仓 |
 罗克韦尔自动化ROK |
| 2.35% | 1.93% | $2,307.6万 | 4.7万股 | $1,679.8万 | 4.7万股 | -196股-0.42% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FBBIB |
| 2.33% | — | $2,292.7万 | 23.4万股 | $0 | 0股 | +23.4万股 | 新买入 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 2.31% | 2.35% | $2,267.9万 | 72.9万股 | $2,044.6万 | 73.4万股 | -4,909股-0.67% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 2.02% | 1.22% | $1,981.4万 | 9.0万股 | $1,060.6万 | 5.5万股 | +3.5万股+63.30% | 加仓 |
 联邦快递FDX |
| 1.82% | 2.38% | $1,787.7万 | 5.7万股 | $2,065.2万 | 5.8万股 | -892股-1.54% | 减仓 |
 礼来LLY |
| 1.76% | 0.87% | $1,729.3万 | 1.4万股 | $754.2万 | 8,200股 | +6,218股+75.83% | 加仓 |
| IiShares安硕信托IMTM |
| 1.75% | 1.74% | $1,722.3万 | 32.3万股 | $1,513.6万 | 31.5万股 | +7,764股+2.46% | 加仓 |
 TJXTJX |
| 1.75% | 2.1% | $1,716.5万 | 11.3万股 | $1,822.6万 | 11.4万股 | -827股-0.72% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 1.74% | 1.98% | $1,713.4万 | 85.4万股 | $1,720.0万 | 83.1万股 | +2.3万股+2.79% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.7% | 2.06% | $1,665.5万 | 9,812股 | $1,786.9万 | 1.0万股 | -523股-5.06% | 减仓 |
 VisaV |
| 1.68% | 1.69% | $1,650.5万 | 4.8万股 | $1,469.2万 | 4.9万股 | -505股-1.04% | 减仓 |
| VVanEck Russia ETFBBH |
| 1.67% | 1.04% | $1,635.9万 | 15.7万股 | $908.0万 | 9.4万股 | +6.3万股+67.59% | 加仓 |
 英伟达NVDA |
| 1.61% | 1.05% | $1,584.1万 | 7.9万股 | $914.6万 | 5.2万股 | +2.7万股+50.96% | 加仓 |
| SSPDR道富系列信托SPTM |
| 1.58% | 1.17% | $1,556.4万 | 17.1万股 | $1,018.9万 | 12.9万股 | +4.3万股+33.02% | 加仓 |
| JJohn Hancock Exchange-Traded Fund TrustJHMB |
| 1.54% | 1.76% | $1,510.6万 | 68.8万股 | $1,528.7万 | 69.4万股 | -6,095股-0.88% | 减仓 |
 BANK OZK LITTLE ROCK ARKOZK |
| 1.53% | 1.56% | $1,507.0万 | 28.9万股 | $1,353.0万 | 29.5万股 | -5,538股-1.88% | 减仓 |
| JJPMORGAN U.S. MOMENTUM FACTORJMOM |
| 1.5% | — | $1,474.8万 | 17.3万股 | $0 | 0股 | +17.3万股 | 新买入 |
| S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE |
| 1.45% | 1.53% | $1,425.7万 | 35.9万股 | $1,332.8万 | 34.8万股 | +1.1万股+3.15% | 加仓 |
 MEDPACEMEDP |
| 1.43% | 1.53% | $1,406.0万 | 2.7万股 | $1,326.5万 | 2.8万股 | -1,077股-3.90% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.43% | 1.4% | $1,405.0万 | 6.6万股 | $1,216.1万 | 6.3万股 | +2,671股+4.22% | 加仓 |
| J摩根大通交易所交易基金BBSB |
| 1.32% | — | $1,298.5万 | 13.2万股 | $0 | 0股 | +13.2万股 | 新买入 |
| IiShares安硕信托IEI |
| 1.28% | 3.81% | $1,261.8万 | 10.7万股 | $3,310.8万 | 27.9万股 | -17.2万股-61.51% | 减仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 1.28% | 2.66% | $1,254.6万 | 5.0万股 | $2,316.4万 | 11.8万股 | -6.7万股-57.21% | 减仓 |
| CCHEMED NEWCHE |
| 1.26% | 1.16% | $1,239.3万 | 2.7万股 | $1,009.5万 | 2.7万股 | -117股-0.44% | 减仓 |
| IiShares安硕信托IEFA |
| 1.26% | 1.12% | $1,238.7万 | 12.8万股 | $972.7万 | 10.7万股 | +2.1万股+19.37% | 加仓 |
 CINTAS COMCTAS |
| 1.25% | 1.4% | $1,232.4万 | 7.2万股 | $1,214.9万 | 7.2万股 | +632股+0.88% | 加仓 |
 iShares安硕·MBSACGL |
| 1.21% | 3.83% | $1,187.9万 | 12.6万股 | $3,334.4万 | 35.1万股 | -22.5万股-64.21% | 减仓 |
 家得宝HD |
| 1.18% | 1.28% | $1,157.9万 | 3.3万股 | $1,110.9万 | 3.4万股 | -948股-2.81% | 减仓 |
| IiShares安硕IEMG |
| 1.16% | 0.04% | $1,140.4万 | 13.8万股 | $35.1万 | 5,032股 | +13.3万股+2,635.77% | 加仓 |
 科磊KLAC |
| 1.09% | — | $1,071.2万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 威瑞森VZ |
| 1.01% | 1.36% | $988.5万 | 23.3万股 | $1,179.3万 | 23.5万股 | -1,443股-0.61% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.99% | 1.18% | $970.0万 | 5.9万股 | $1,023.1万 | 5.9万股 | +14股+0.02% | 加仓 |
 CDWCDW |
| 0.98% | 0.98% | $967.2万 | 6.9万股 | $848.3万 | 7.0万股 | -1,318股-1.88% | 减仓 |
 迪士尼DIS |
| 0.98% | 1.14% | $960.3万 | 10.0万股 | $990.9万 | 10.3万股 | -3,034股-2.95% | 减仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.96% | 1.99% | $945.0万 | 11.5万股 | $1,732.1万 | 21.0万股 | -9.5万股-45.14% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.96% | 0.62% | $944.5万 | 3.1万股 | $540.5万 | 2.3万股 | +8,428股+37.05% | 加仓 |
| V先锋领航全球基金VGT |
| 0.96% | — | $941.4万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| EEA SERIES TRUSTFRDM |
| 0.91% | 0.72% | $893.4万 | 12.3万股 | $622.9万 | 11.4万股 | +8,580股+7.53% | 加仓 |
 博通AVGO |
| 0.89% | 0.39% | $878.0万 | 2.3万股 | $338.1万 | 1.1万股 | +1.2万股+112.78% | 加仓 |
| O宏盟集团OMC |
| 0.86% | 1.05% | $846.5万 | 11.6万股 | $909.7万 | 12.1万股 | -4,566股-3.78% | 减仓 |
| WWORLD GOLD TRGLD |
| 0.78% | 0.96% | $769.9万 | 9.7万股 | $834.2万 | 9.0万股 | +6,935股+7.71% | 加仓 |
 阿斯麦ASML |
| 0.76% | 0.63% | $744.2万 | 3,741股 | $551.8万 | 4,178股 | -437股-10.46% | 减仓 |
