| S嘉信·USSCHX |
| 7.94% | 8.39% | $4,203.3万 | 142.8万股 | $3,610.5万 | 140.8万股 | +2.0万股+1.43% | 加仓 |
 苹果AAPL |
| 5.84% | 6.32% | $3,092.8万 | 10.7万股 | $2,720.5万 | 10.7万股 | -311股-0.29% | 减仓 |
 康宁GLW |
| 5.43% | 3.84% | $2,876.6万 | 11.3万股 | $1,654.9万 | 12.2万股 | -9,092股-7.47% | 减仓 |
 AMD超威AMD |
| 5.41% | 2.67% | $2,863.4万 | 4.9万股 | $1,150.0万 | 5.7万股 | -7,238股-12.80% | 减仓 |
 亚马逊AMZN |
| 4.89% | 5.26% | $2,588.9万 | 10.9万股 | $2,262.4万 | 10.9万股 | -8股-0.01% | 减仓 |
 谷歌AGOOGL |
| 4.39% | 4.91% | $2,322.7万 | 6.5万股 | $2,115.4万 | 7.4万股 | -8,569股-11.65% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 4% | 4.12% | $2,117.7万 | 29.3万股 | $1,772.0万 | 28.9万股 | +4,016股+1.39% | 加仓 |
 微软MSFT |
| 3.89% | 4.67% | $2,058.0万 | 5.5万股 | $2,010.9万 | 5.4万股 | +849股+1.56% | 加仓 |
 摩根大通JPM |
| 3.31% | 3.65% | $1,752.5万 | 5.4万股 | $1,569.5万 | 5.3万股 | +185股+0.35% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 3.31% | 3.48% | $1,751.5万 | 60.5万股 | $1,498.7万 | 59.7万股 | +7,677股+1.29% | 加仓 |
 博通AVGO |
| 3.25% | — | $1,719.9万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 沃尔玛WMT |
| 2.56% | 3.45% | $1,356.8万 | 12.0万股 | $1,485.4万 | 12.0万股 | +278股+0.23% | 加仓 |
 雷神技术RTX |
| 2.56% | 3.19% | $1,355.8万 | 7.1万股 | $1,372.7万 | 7.1万股 | +297股+0.42% | 加仓 |
 直觉外科ISRG |
| 2.24% | 3.18% | $1,185.1万 | 3.0万股 | $1,370.4万 | 3.0万股 | +72股+0.24% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.93% | 2.25% | $1,024.1万 | 2.0万股 | $969.0万 | 2.0万股 | +245股+1.21% | 加仓 |
 VisaV |
| 1.84% | — | $973.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 英伟达NVDA |
| 1.83% | 1.95% | $970.4万 | 4.8万股 | $838.7万 | 4.8万股 | +403股+0.84% | 加仓 |
 PALO ALTOPANW |
| 1.76% | 1.02% | $929.9万 | 2.7万股 | $437.6万 | 2.7万股 | -25股-0.09% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.75% | 1.77% | $927.6万 | 10.6万股 | $761.8万 | 2.1万股 | +8.5万股+408.92% | 加仓 |
 雪佛龙CVX |
| 1.52% | 2.35% | $805.4万 | 4.9万股 | $1,013.1万 | 4.9万股 | -380股-0.78% | 减仓 |
 威瑞森VZ |
| 1.45% | 2.12% | $768.8万 | 18.2万股 | $911.2万 | 18.2万股 | +70股+0.04% | 加仓 |
 麦当劳MCD |
| 1.29% | 0.93% | $682.5万 | 2.5万股 | $401.0万 | 1.3万股 | +1.2万股+95.72% | 加仓 |
 百事可乐PEP |
| 1.25% | 1.73% | $661.3万 | 4.9万股 | $743.0万 | 4.8万股 | +1,000股+2.09% | 加仓 |
 阿斯利康AZN |
| 1.23% | 1.43% | $653.9万 | 3.4万股 | $615.0万 | 3.1万股 | +3,300股+10.58% | 加仓 |
 阿斯麦ASML |
| 1.23% | 0.95% | $649.6万 | 3,265股 | $409.9万 | 3,103股 | +162股+5.22% | 加仓 |
 迈威尔MRVL |
| 1.09% | 0.46% | $578.5万 | 1.9万股 | $199.1万 | 2.0万股 | -680股-3.38% | 减仓 |
 百时美施贵宝BMY |
| 1.04% | — | $549.3万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 NORTHROP GRUMMAN COMNOC |
| 1.02% | 1.61% | $542.3万 | 1.1万股 | $693.8万 | 1.0万股 | +478股+4.70% | 加仓 |
| IIBMIBM |
| 1.01% | 1.03% | $535.5万 | 1.9万股 | $441.6万 | 1.8万股 | +823股+4.52% | 加仓 |
 好市多COST |
| 0.95% | 1.23% | $504.1万 | 5,389股 | $529.0万 | 5,309股 | +80股+1.51% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.9% | 1% | $477.2万 | 7,155股 | $432.3万 | 7,145股 | +10股+0.14% | 加仓 |
| S嘉信策略信托SCHF |
| 0.88% | 0.92% | $464.3万 | 16.8万股 | $397.2万 | 16.0万股 | +7,130股+4.44% | 加仓 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.87% | 1.17% | $463.2万 | 9.4万股 | $504.5万 | 9.5万股 | -802股-0.85% | 减仓 |
 LOWES COS COMLOW |
| 0.85% | 1.13% | $451.3万 | 2.0万股 | $485.1万 | 2.1万股 | -65股-0.32% | 减仓 |
 联合太平洋铁路UNP |
| 0.81% | 0.9% | $430.8万 | 1.6万股 | $385.8万 | 1.6万股 | -65股-0.41% | 减仓 |
 NETFLIXNFLX |
| 0.7% | 1.09% | $369.0万 | 5.2万股 | $470.5万 | 4.9万股 | +2,740股+5.60% | 加仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.68% | 0.59% | $361.5万 | 5.6万股 | $253.7万 | 5.6万股 | 00.00% | 持仓不变 |
| G高盛ETF信托GSEW |
| 0.68% | 0.74% | $358.8万 | 3.8万股 | $317.9万 | 3.8万股 | +454股+1.21% | 加仓 |
 高盛GS |
| 0.66% | 0.69% | $350.5万 | 3,466股 | $295.1万 | 3,488股 | -22股-0.63% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.66% | 0.69% | $348.7万 | 4.7万股 | $297.1万 | 4.6万股 | +985股+2.16% | 加仓 |
 应用材料AMAT |
| 0.66% | 0.39% | $347.0万 | 4,800股 | $168.2万 | 4,920股 | -120股-2.44% | 减仓 |
 ZscalerZS |
| 0.65% | 1.09% | $343.5万 | 2.4万股 | $468.1万 | 3.3万股 | -9,031股-27.07% | 减仓 |
| EEtfis Ser TR I Reaves Utils ETFUTES |
| 0.64% | 0.77% | $338.4万 | 4.1万股 | $333.0万 | 4.2万股 | -285股-0.68% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 0.62% | 0.72% | $328.9万 | 5.0万股 | $311.2万 | 5.0万股 | -100股-0.20% | 减仓 |
| GGARMIN SHSGRMN |
| 0.62% | 0.75% | $326.5万 | 1.4万股 | $321.9万 | 1.4万股 | -130股-0.94% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.59% | 0.84% | $311.8万 | 5.9万股 | $362.5万 | 5.9万股 | -460股-0.78% | 减仓 |
| TTHALES SATHLLY |
| 0.53% | 0.74% | $278.3万 | 5.4万股 | $316.6万 | 5.4万股 | +120股+0.22% | 加仓 |
| IiShares安硕信托IAI |
| 0.5% | 0.49% | $266.0万 | 1.5万股 | $212.8万 | 1.3万股 | +2,213股+17.08% | 加仓 |
 ROSS STORES COMROST |
| 0.48% | 0.56% | $254.6万 | 1.2万股 | $240.0万 | 1.1万股 | +885股+7.99% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.48% | 0.52% | $252.6万 | 1.3万股 | $224.5万 | 1.3万股 | -15股-0.11% | 减仓 |
