| CCable One IncCABO |
| 38.21% | 30.49% | $89.05亿 | 1,152.3万股 | $106.85亿 | 1,282.6万股 | -130.3万股-10.16% | 减仓 |
| CCABLE ONECABO |
| 7.5% | 5.02% | $17.47亿 | 239.8万股 | $17.59亿 | 208.7万股 | +31.1万股+14.90% | 加仓 |
| I景顺QQQ信托VOO |
| 6.81% | 4.07% | $15.87亿 | 593.9万股 | $14.27亿 | 509.1万股 | +84.8万股+16.66% | 加仓 |
| IiShares安硕信托EMB |
| 3.69% | 1.73% | $8.59亿 | 1,082.0万股 | $6.07亿 | 711.4万股 | +370.7万股+52.10% | 加仓 |
| IiShares安硕信托HYG |
| 3.27% | 1.74% | $7.63亿 | 1,068.9万股 | $6.11亿 | 829.6万股 | +239.3万股+28.85% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.65% | 3.73% | $6.17亿 | 172.8万股 | $13.08亿 | 346.8万股 | -174.0万股-50.17% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.9% | 1.14% | $4.42亿 | 613.6万股 | $3.99亿 | 558.3万股 | +55.3万股+9.90% | 加仓 |
| IiShares安硕信托LQD |
| 1.79% | 0.5% | $4.18亿 | 408.2万股 | $1.74亿 | 157.8万股 | +250.5万股+158.77% | 加仓 |
| SSPLUNK INCORPORATEDSPLK |
| 1.31% | 0.94% | $3.04亿 | 404.5万股 | $3.29亿 | 371.4万股 | +33.1万股+8.92% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.16% | 0.3% | $2.69亿 | 163.4万股 | $1.04亿 | 61.3万股 | +102.0万股+166.36% | 加仓 |
 苹果AAPL |
| 1.07% | 1.28% | $2.49亿 | 180.2万股 | $4.50亿 | 329.1万股 | -148.9万股-45.23% | 减仓 |
| TTWITTER INCTWTR |
| 0.7% | 0.16% | $1.64亿 | 373.4万股 | $5,525.1万 | 147.8万股 | +225.7万股+152.72% | 加仓 |
 雪佛龙CVX |
| 0.68% | 0.31% | $1.60亿 | 111.0万股 | $1.10亿 | 76.2万股 | +34.9万股+45.76% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.64% | 0.12% | $1.49亿 | 127.8万股 | $4,336.0万 | 36.9万股 | +90.9万股+246.66% | 加仓 |
 永利度假村WYNN |
| 0.64% | 0.49% | $1.49亿 | 236.4万股 | $1.70亿 | 299.2万股 | -62.8万股-20.98% | 减仓 |
 谷歌AGOOGL |
| 0.62% | 0.02% | $1.44亿 | 150.1万股 | $559.6万 | 2,568股 | +149.8万股+58,346.34% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.59% | 0.11% | $1.37亿 | 201.5万股 | $3,724.2万 | 50.6万股 | +150.9万股+298.20% | 加仓 |
| IiShares安硕EWZ |
| 0.57% | — | $1.32亿 | 445.4万股 | $0 | 0股 | +445.4万股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.47% | 0.38% | $1.08亿 | 136.7万股 | $1.32亿 | 178.0万股 | -41.3万股-23.22% | 减仓 |
 英特尔INTC |
| 0.45% | 0.16% | $1.06亿 | 410.6万股 | $5,465.9万 | 146.1万股 | +264.5万股+181.05% | 加仓 |
 雅保ALB |
| 0.45% | 0.18% | $1.06亿 | 40.9万股 | $6,322.5万 | 31.2万股 | +9.7万股+31.23% | 加仓 |
 强生JNJ |
| 0.43% | 0.07% | $9,985.1万 | 61.1万股 | $2,314.7万 | 13.3万股 | +47.9万股+360.60% | 加仓 |
 卡梅科CCJ |
| 0.42% | 0.17% | $9,764.3万 | 368.3万股 | $6,019.6万 | 286.4万股 | +82.0万股+28.62% | 加仓 |
 Meta平台META |
| 0.42% | 0.5% | $9,702.9万 | 71.7万股 | $1.75亿 | 110.1万股 | -38.5万股-34.95% | 减仓 |
 渤健BIIB |
| 0.41% | 0.19% | $9,565.3万 | 35.8万股 | $6,717.8万 | 32.9万股 | +2.9万股+8.76% | 加仓 |
| LLiberty Media Corp Srs C Sirius XM |
| 0.37% | 0.1% | $8,670.6万 | 230.5万股 | $3,481.8万 | 98.0万股 | +132.5万股+135.13% | 加仓 |
| IIBMIBM |
| 0.35% | 0.32% | $8,229.3万 | 69.3万股 | $1.11亿 | 78.6万股 | -9.3万股-11.88% | 减仓 |
 CrowdStrikeCRWD |
| 0.34% | 0.25% | $7,986.9万 | 48.5万股 | $8,735.5万 | 52.2万股 | -3.6万股-6.94% | 减仓 |
 礼来LLY |
| 0.31% | 0.18% | $7,143.2万 | 22.4万股 | $6,156.3万 | 19.2万股 | +3.1万股+16.28% | 加仓 |
 HEICOHEI |
| 0.3% | 0.15% | $7,063.6万 | 61.9万股 | $5,287.1万 | 50.4万股 | +11.5万股+22.73% | 加仓 |
| T赛默飞世尔TMO |
| 0.29% | 0.19% | $6,755.2万 | 13.3万股 | $6,589.6万 | 12.1万股 | +1.2万股+9.81% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.28% | 0.22% | $6,618.7万 | 229.3万股 | $7,819.5万 | 203.2万股 | +26.1万股+12.84% | 加仓 |
| SSIERRA WIRELESS INC |
| 0.28% | 0.32% | $6,537.3万 | 214.8万股 | $1.11亿 | 473.2万股 | -258.4万股-54.62% | 减仓 |
 德州仪器TXN |
| 0.28% | 0.21% | $6,442.6万 | 41.6万股 | $7,341.2万 | 47.8万股 | -6.2万股-13.01% | 减仓 |
 华纳兄弟探索WBD |
| 0.28% | 0.04% | $6,414.6万 | 560.4万股 | $1,240.0万 | 99.8万股 | +460.7万股+461.78% | 加仓 |
 AMD超威AMD |
| 0.27% | 0.21% | $6,399.6万 | 101.4万股 | $7,429.6万 | 101.7万股 | -2,796股-0.27% | 减仓 |
| KKRANESHARES CSI CHINA INTERNET ETFKWEB |
| 0.27% | 0.43% | $6,343.1万 | 257.4万股 | $1.52亿 | 463.2万股 | -205.7万股-44.42% | 减仓 |
 美光科技MU |
| 0.26% | 0.13% | $6,099.4万 | 121.7万股 | $4,620.1万 | 83.6万股 | +38.2万股+45.67% | 加仓 |
 微软MSFT |
| 0.26% | 0.26% | $6,081.6万 | 26.3万股 | $9,268.6万 | 36.3万股 | -10.0万股-27.48% | 减仓 |
 联合健康UNH |
| 0.26% | 0.08% | $6,020.0万 | 11.9万股 | $2,663.3万 | 5.3万股 | +6.6万股+124.16% | 加仓 |
 迪尔DE |
| 0.25% | 0.01% | $5,900.8万 | 17.7万股 | $401.4万 | 1.3万股 | +16.3万股+1,218.68% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.24% | 0.4% | $5,538.1万 | 45.7万股 | $1.42亿 | 110.5万股 | -64.8万股-58.62% | 减仓 |
| SSPDR黄金信托GLD |
| 0.21% | <0.01% | $4,970.3万 | 32.1万股 | $57.9万 | 3,435股 | +31.8万股+9,255.17% | 加仓 |
 ZIM INTEGRATED SHIPPING SERVZIM |
| 0.2% | — | $4,576.6万 | 190.7万股 | $0 | 0股 | +190.7万股 | 新买入 |
 康菲石油COP |
| 0.19% | 0.11% | $4,530.7万 | 44.3万股 | $3,785.8万 | 42.2万股 | +2.1万股+5.02% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.17% | 0.21% | $3,985.7万 | 71.2万股 | $7,448.2万 | 119.2万股 | -48.0万股-40.30% | 减仓 |
 阿里拉姆制药ALNY |
| 0.17% | 0.03% | $3,905.7万 | 19.5万股 | $1,003.4万 | 6.9万股 | +12.6万股+183.63% | 加仓 |
 优步UBER |
| 0.17% | 0.1% | $3,891.9万 | 146.9万股 | $3,505.4万 | 171.3万股 | -24.5万股-14.28% | 减仓 |
| IiShares安硕信托FXI |
| 0.17% | — | $3,879.0万 | 150.0万股 | $0 | 0股 | +150.0万股 | 新买入 |
 甲骨文ORCL |
| 0.16% | 0.11% | $3,840.9万 | 64.7万股 | $3,820.9万 | 55.9万股 | +8.8万股+15.70% | 加仓 |
