| VVANGUARD GROWTH & INCOME ADMVGIAX |
| 25.02% | 43.71% | $2.02亿 | 3,877股 | $4.04亿 | 3,877股 | 00.00% | 持仓不变 |
 安费诺APH |
| 4.78% | 3.09% | $3,861.7万 | 21.9万股 | $2,856.1万 | 22.6万股 | -7,028股-3.11% | 减仓 |
 阿斯麦ASML |
| 4.04% | 2.78% | $3,265.5万 | 1.6万股 | $2,566.1万 | 1.9万股 | -3,014股-15.51% | 减仓 |
 谷歌AGOOGL |
| 3.36% | 2.44% | $2,713.3万 | 7.6万股 | $2,249.9万 | 7.8万股 | -2,315股-2.96% | 减仓 |
 VisaV |
| 2.92% | 2.31% | $2,355.3万 | 6.9万股 | $2,136.8万 | 7.1万股 | -2,048股-2.90% | 减仓 |
 亚马逊AMZN |
| 2.91% | 2.3% | $2,352.8万 | 9.9万股 | $2,123.0万 | 10.2万股 | -3,216股-3.16% | 减仓 |
 好市多COST |
| 2.85% | — | $2,301.3万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 高盛GS |
| 2.85% | 2.16% | $2,300.0万 | 2.3万股 | $1,995.5万 | 2.4万股 | -847股-3.59% | 减仓 |
 UNITED RENTALSURI |
| 2.74% | 1.59% | $2,213.7万 | 2.0万股 | $1,469.2万 | 2.0万股 | -625股-3.10% | 减仓 |
 Arista网络ANET |
| 2.29% | 1.47% | $1,846.5万 | 10.9万股 | $1,360.9万 | 11.1万股 | -2,145股-1.94% | 减仓 |
 ROSS STORES COMROST |
| 2.23% | 2.07% | $1,800.6万 | 8.5万股 | $1,910.0万 | 8.8万股 | -3,576股-4.06% | 减仓 |
| V先锋领航指数基金VOO |
| 2.15% | 0.47% | $1,735.2万 | 2.5万股 | $431.7万 | 7,225股 | +1.8万股+249.67% | 加仓 |
 微软MSFT |
| 2.08% | 1.83% | $1,678.5万 | 4.5万股 | $1,693.0万 | 4.6万股 | -740股-1.62% | 减仓 |
 家得宝HD |
| 2.06% | 1.73% | $1,664.3万 | 4.7万股 | $1,602.3万 | 4.9万股 | -1,527股-3.13% | 减仓 |
 贝莱德·INC COMBLK |
| 1.98% | 1.8% | $1,595.8万 | 1.7万股 | $1,662.6万 | 1.7万股 | -692股-4.00% | 减仓 |
 马拉松石油MPC |
| 1.93% | 1.68% | $1,558.5万 | 6.1万股 | $1,552.9万 | 6.4万股 | -2,637股-4.15% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.86% | 1.56% | $1,501.4万 | 6.5万股 | $1,439.9万 | 6.6万股 | -1,082股-1.63% | 减仓 |
 新思科技SNPS |
| 1.82% | 1.43% | $1,467.9万 | 3.3万股 | $1,322.3万 | 3.3万股 | -443股-1.33% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.81% | 1.29% | $1,461.3万 | 5.8万股 | $1,193.2万 | 6.0万股 | -1,962股-3.25% | 减仓 |
| NNextPowerNXT |
| 1.79% | 1.92% | $1,445.0万 | 12.1万股 | $1,774.6万 | 14.7万股 | -2.6万股-17.61% | 减仓 |
 多佛DOV |
| 1.73% | 1.46% | $1,394.0万 | 6.2万股 | $1,346.3万 | 6.5万股 | -2,429股-3.76% | 减仓 |
 优步UBER |
| 1.67% | 1.49% | $1,348.8万 | 18.7万股 | $1,373.4万 | 19.1万股 | -4,007股-2.10% | 减仓 |
 波音BA |
| 1.56% | 1.29% | $1,259.7万 | 5.8万股 | $1,195.7万 | 6.0万股 | -1,883股-3.13% | 减仓 |
| TTALEN ENERGYTLN |
| 1.54% | 1.13% | $1,246.8万 | 3.2万股 | $1,043.0万 | 3.3万股 | -225股-0.69% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 1.53% | — | $1,233.4万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 DANAHER DEL COMDHR |
| 1.48% | 1.33% | $1,195.4万 | 6.3万股 | $1,232.2万 | 6.5万股 | -2,234股-3.44% | 减仓 |
 梅特勒托利多MTD |
| 1.33% | 1.2% | $1,070.6万 | 8,380股 | $1,108.6万 | 8,790股 | -410股-4.66% | 减仓 |
 RPM INTLRPM |
| 1.29% | 1.06% | $1,045.9万 | 9.4万股 | $980.9万 | 9.9万股 | -4,583股-4.64% | 减仓 |
 再生元REGN |
| 1.27% | 1.4% | $1,022.8万 | 1.6万股 | $1,293.6万 | 1.7万股 | -340股-2.03% | 减仓 |
| RROLLINS COMROL |
| 1.26% | 1.51% | $1,016.8万 | 24.4万股 | $1,393.4万 | 26.1万股 | -1.7万股-6.63% | 减仓 |
 博通AVGO |
| 1.24% | 0.03% | $999.2万 | 2.6万股 | $23.8万 | 770股 | +2.6万股+3,335.32% | 加仓 |
 联合健康UNH |
| 1.14% | 0.68% | $916.8万 | 2.2万股 | $624.5万 | 2.3万股 | -1,020股-4.42% | 减仓 |
 百事可乐PEP |
| 1.08% | 1.12% | $872.0万 | 6.4万股 | $1,034.9万 | 6.7万股 | -2,240股-3.36% | 减仓 |
 NETFLIXNFLX |
| 1.01% | 1.19% | $816.6万 | 11.4万股 | $1,101.2万 | 11.5万股 | -163股-0.14% | 减仓 |
 雅培ABT |
| 1% | 1.03% | $810.7万 | 8.9万股 | $950.8万 | 9.3万股 | -3,270股-3.53% | 减仓 |
 埃森哲ACN |
| 0.85% | 1.22% | $689.5万 | 5.5万股 | $1,123.4万 | 5.7万股 | -1,241股-2.19% | 减仓 |
| FFiservFISV |
| 0.84% | 0.86% | $681.2万 | 13.9万股 | $795.8万 | 14.3万股 | -3,741股-2.62% | 减仓 |
 Roper科技ROP |
| 0.84% | 0.84% | $679.9万 | 2.0万股 | $777.7万 | 2.2万股 | -1,884股-8.57% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.71% | 1% | $572.9万 | 13.4万股 | $924.5万 | 14.7万股 | -1.3万股-8.89% | 减仓 |
| CCIRCLE INTERNET COM CL ACRCL |
| 0.48% | — | $386.4万 | 6.2万股 | $0 | 0股 | +6.2万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.24% | 0.18% | $190.5万 | 2,587股 | $162.3万 | 2,812股 | -225股-8.00% | 减仓 |
 苹果AAPL |
| 0.22% | 0.17% | $178.4万 | 6,166股 | $158.8万 | 6,256股 | -90股-1.44% | 减仓 |
 礼来LLY |
| 0.22% | 0.15% | $176.7万 | 1,473股 | $135.5万 | 1,473股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.16% | 0.12% | $126.9万 | 1,695股 | $110.7万 | 1,695股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.13% | — | $105.1万 | 3,210股 | $0 | 0股 | +3,210股 | 新买入 |
 埃克森美孚XOM |
| 0.12% | 0.14% | $99.8万 | 7,301股 | $127.0万 | 7,488股 | -187股-2.50% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.09% | $94.8万 | 1,269股 | $79.1万 | 1,216股 | +53股+4.36% | 加仓 |
| VVANGUARD 500 INDEX ADMIRVFIAX |
| 0.11% | 0.09% | $90.8万 | 1,312股 | $79.1万 | 1,312股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.1% | 0.08% | $79.5万 | 5,424股 | $78.4万 | 5,429股 | -5股-0.09% | 减仓 |
| FFIDELITY 500 INDEX FDFXAIX |
| 0.1% | 0.07% | $76.8万 | 2,940股 | $66.9万 | 2,940股 | 00.00% | 持仓不变 |
