| SSPDR行业精选信托XLK |
| 7.67% | 5.95% | $2.58亿 | 135.6万股 | $1.79亿 | 134.9万股 | +7,252股+0.54% | 加仓 |
 苹果AAPL |
| 7.14% | 7.07% | $2.40亿 | 83.1万股 | $2.13亿 | 84.0万股 | -9,176股-1.09% | 减仓 |
 微软MSFT |
| 3.24% | 3.56% | $1.09亿 | 29.2万股 | $1.07亿 | 28.9万股 | +2,810股+0.97% | 加仓 |
 好市多COST |
| 3.09% | 3.72% | $1.04亿 | 11.1万股 | $1.12亿 | 11.2万股 | -1,121股-1.00% | 减仓 |
 谷歌AGOOGL |
| 2.84% | 2.58% | $9,569.8万 | 26.8万股 | $7,774.0万 | 27.0万股 | -2,560股-0.95% | 减仓 |
 亚马逊AMZN |
| 2.34% | 2.27% | $7,869.9万 | 33.0万股 | $6,854.3万 | 32.9万股 | +1,088股+0.33% | 加仓 |
 英伟达NVDA |
| 2.22% | 2.14% | $7,460.5万 | 37.3万股 | $6,454.0万 | 37.0万股 | +2,787股+0.75% | 加仓 |
 摩根大通JPM |
| 2.21% | 2.19% | $7,448.2万 | 22.8万股 | $6,611.4万 | 22.5万股 | +2,791股+1.24% | 加仓 |
| V先锋领航全球基金VGT |
| 2.19% | 1.77% | $7,380.2万 | 61.7万股 | $5,329.8万 | 7.6万股 | +54.1万股+708.34% | 加仓 |
 沃尔玛WMT |
| 1.87% | 2.3% | $6,307.5万 | 55.7万股 | $6,926.8万 | 55.7万股 | -451股-0.08% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.84% | 1.79% | $6,179.0万 | 52.7万股 | $5,407.6万 | 49.6万股 | +3.1万股+6.18% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.65% | 1.59% | $5,543.2万 | 34.9万股 | $4,788.5万 | 32.7万股 | +2.3万股+6.97% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.61% | 1.83% | $5,419.7万 | 50.6万股 | $5,520.5万 | 49.8万股 | +7,933股+1.59% | 加仓 |
 卡特彼勒CAT |
| 1.57% | 1.16% | $5,301.8万 | 5.0万股 | $3,490.9万 | 4.9万股 | +512股+1.04% | 加仓 |
 雪佛龙CVX |
| 1.54% | 2.16% | $5,172.0万 | 31.2万股 | $6,509.1万 | 31.5万股 | -2,584股-0.82% | 减仓 |
 VisaV |
| 1.53% | 1.52% | $5,148.1万 | 15.0万股 | $4,576.1万 | 15.1万股 | -1,354股-0.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.51% | 1.39% | $5,100.8万 | 14.4万股 | $4,181.5万 | 14.6万股 | -1,403股-0.96% | 减仓 |
| S道富XLI |
| 1.45% | 1.47% | $4,887.2万 | 26.4万股 | $4,425.9万 | 27.4万股 | -9,818股-3.59% | 减仓 |
 家得宝HD |
| 1.42% | 1.49% | $4,775.0万 | 13.5万股 | $4,493.7万 | 13.7万股 | -1,241股-0.91% | 减仓 |
 强生JNJ |
| 1.42% | 1.51% | $4,771.1万 | 18.8万股 | $4,553.4万 | 18.6万股 | +1,582股+0.85% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.38% | 1.41% | $4,655.8万 | 86.8万股 | $4,246.0万 | 86.0万股 | +8,430股+0.98% | 加仓 |
| V先锋领航全球基金VOX |
| 1.38% | 1.48% | $4,643.4万 | 25.2万股 | $4,460.5万 | 24.8万股 | +4,404股+1.78% | 加仓 |
 特灵科技TT |
| 1.37% | 1.31% | $4,624.6万 | 9.4万股 | $3,941.5万 | 9.5万股 | -423股-0.45% | 减仓 |
 科磊KLAC |
| 1.28% | 0.73% | $4,299.6万 | 14.3万股 | $2,185.9万 | 1.5万股 | +12.8万股+859.90% | 加仓 |
| I景顺QQQ信托VOO |
| 1.27% | 1.13% | $4,281.5万 | 5.8万股 | $3,412.5万 | 5.9万股 | -983股-1.66% | 减仓 |
 WASTE MGMT DELWM |
| 1.21% | 1.41% | $4,060.9万 | 18.2万股 | $4,252.6万 | 18.5万股 | -2,864股-1.55% | 减仓 |
| G通用动力VTI |
| 1.13% | 1.11% | $3,810.6万 | 10.3万股 | $3,347.5万 | 10.4万股 | -1,369股-1.31% | 减仓 |
| V先锋领航全球基金VCR |
| 1.06% | 1.03% | $3,557.6万 | 9.0万股 | $3,105.1万 | 8.6万股 | +3,213股+3.72% | 加仓 |
| SSPDR行业精选信托XLP |
| 1.05% | 1.11% | $3,524.6万 | 42.4万股 | $3,343.4万 | 40.8万股 | +1.6万股+4.03% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.02% | 1.31% | $3,426.6万 | 64.5万股 | $3,960.6万 | 64.7万股 | -1,343股-0.21% | 减仓 |
 ADPADP |
| 0.95% | 0.99% | $3,186.9万 | 14.2万股 | $2,984.2万 | 14.7万股 | -4,570股-3.11% | 减仓 |
 AMGEN COMAMGN |
| 0.94% | 1.02% | $3,181.2万 | 8.8万股 | $3,069.9万 | 8.7万股 | +599股+0.69% | 加仓 |
| V先锋领航全球基金VIS |
| 0.93% | 0.9% | $3,121.6万 | 8.7万股 | $2,711.1万 | 8.7万股 | -213股-0.25% | 减仓 |
 应用材料AMAT |
| 0.92% | 0.49% | $3,101.9万 | 4.3万股 | $1,488.3万 | 4.4万股 | -642股-1.47% | 减仓 |
| N新纪元能源NEE |
| 0.91% | 1.09% | $3,068.9万 | 35.0万股 | $3,283.9万 | 35.4万股 | -3,917股-1.11% | 减仓 |
 礼来LLY |
| 0.88% | 0.74% | $2,953.6万 | 2.5万股 | $2,227.6万 | 2.4万股 | +406股+1.68% | 加仓 |
 VertivVRT |
| 0.84% | 0.71% | $2,841.3万 | 8.5万股 | $2,130.2万 | 8.5万股 | -149股-0.18% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.84% | 0.8% | $2,818.1万 | 3.8万股 | $2,424.1万 | 3.7万股 | +462股+1.24% | 加仓 |
| V先锋领航全球基金VFH |
| 0.78% | 0.78% | $2,638.7万 | 20.1万股 | $2,337.5万 | 19.3万股 | +7,025股+3.63% | 加仓 |
 宝洁PG |
| 0.74% | 0.84% | $2,503.9万 | 17.1万股 | $2,531.9万 | 17.5万股 | -4,536股-2.59% | 减仓 |
 黑石集团BX |
| 0.72% | 0.8% | $2,418.7万 | 20.6万股 | $2,405.7万 | 20.9万股 | -3,666股-1.75% | 减仓 |
 博通AVGO |
| 0.69% | 0.64% | $2,328.5万 | 6.2万股 | $1,920.8万 | 6.2万股 | -416股-0.67% | 减仓 |
 CARLISLE COSCSL |
| 0.62% | 0.65% | $2,090.1万 | 5.8万股 | $1,948.1万 | 5.8万股 | -775股-1.33% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.61% | 0.39% | $2,039.2万 | 3.2万股 | $1,179.0万 | 3.6万股 | -4,048股-11.28% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.55% | $1,917.4万 | 7.6万股 | $1,670.1万 | 7.7万股 | -593股-0.77% | 减仓 |
 艺康ECL |
| 0.56% | 0.6% | $1,887.3万 | 6.8万股 | $1,807.3万 | 6.8万股 | -197股-0.29% | 减仓 |
| BBANK OF AMERBAC |
| 0.53% | 0.52% | $1,791.4万 | 31.4万股 | $1,560.0万 | 32.0万股 | -5,597股-1.75% | 减仓 |
| V先锋领航·HEALTHVHT |
| 0.51% | 0.48% | $1,705.8万 | 5.7万股 | $1,460.6万 | 5.4万股 | +3,414股+6.37% | 加仓 |
 麦当劳MCD |
| 0.48% | 0.78% | $1,631.7万 | 6.0万股 | $2,356.8万 | 7.6万股 | -1.5万股-20.40% | 减仓 |
 VanEck ETF信托SMH |
| 0.48% | 0.29% | $1,621.9万 | 2.5万股 | $861.1万 | 2.2万股 | +2,269股+10.10% | 加仓 |
