| IiShares安硕信托IXUS |
| 8.28% | 7.93% | $2.03亿 | 212.2万股 | $1.84亿 | 212.1万股 | +1,137股+0.05% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.8% | 4.49% | $1.17亿 | 33.2万股 | $1.04亿 | 36.2万股 | -3.0万股-8.32% | 减仓 |
 亚马逊AMZN |
| 4.36% | 4.17% | $1.07亿 | 44.8万股 | $9,665.0万 | 46.4万股 | -1.6万股-3.51% | 减仓 |
 苹果AAPL |
| 4.04% | 3.87% | $9,885.7万 | 34.2万股 | $8,977.0万 | 35.4万股 | -1.2万股-3.41% | 减仓 |
 台积电TSM |
| 3.91% | 3.05% | $9,556.3万 | 20.0万股 | $7,078.1万 | 20.9万股 | -9,340股-4.46% | 减仓 |
 微软MSFT |
| 3.7% | 3.98% | $9,055.5万 | 24.3万股 | $9,228.2万 | 24.9万股 | -6,535股-2.62% | 减仓 |
 英伟达NVDA |
| 3.18% | 2.55% | $7,783.3万 | 38.9万股 | $5,917.3万 | 33.9万股 | +5.0万股+14.65% | 加仓 |
 凯悦H |
| 2.25% | 1.82% | $5,507.2万 | 28.4万股 | $4,220.3万 | 29.4万股 | -9,395股-3.20% | 减仓 |
 Meta平台META |
| 2.05% | 2.09% | $5,019.7万 | 8.9万股 | $4,851.3万 | 8.5万股 | +4,320股+5.09% | 加仓 |
 博通AVGO |
| 1.99% | 1.36% | $4,857.1万 | 12.9万股 | $3,155.9万 | 10.2万股 | +2.7万股+26.10% | 加仓 |
 伊顿ETN |
| 1.97% | 1.27% | $4,818.0万 | 11.3万股 | $2,937.7万 | 8.2万股 | +3.1万股+37.66% | 加仓 |
| C花旗集团C |
| 1.72% | 1.55% | $4,207.4万 | 30.1万股 | $3,601.2万 | 31.8万股 | -1.7万股-5.33% | 减仓 |
| V先锋领航·WELLINGTON FDVFMO |
| 1.59% | 1.31% | $3,900.9万 | 15.6万股 | $3,025.8万 | 15.4万股 | +2,823股+1.84% | 加仓 |
 SEMPRA COMSRE |
| 1.57% | 1.78% | $3,845.9万 | 41.5万股 | $4,133.9万 | 42.5万股 | -1.1万股-2.49% | 减仓 |
 艺康ECL |
| 1.52% | 1.58% | $3,721.1万 | 13.3万股 | $3,655.5万 | 13.7万股 | -4,110股-3.00% | 减仓 |
 AGNC INVT COMAGNC |
| 1.5% | 1.74% | $3,674.5万 | 337.1万股 | $4,036.0万 | 402.4万股 | -65.3万股-16.22% | 减仓 |
 VisaV |
| 1.43% | 1.14% | $3,503.9万 | 10.2万股 | $2,637.2万 | 8.7万股 | +1.5万股+17.05% | 加仓 |
 思科CSCO |
| 1.42% | 1.09% | $3,482.1万 | 29.6万股 | $2,519.9万 | 32.5万股 | -2.8万股-8.72% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.35% | 1.17% | $3,311.5万 | 8.3万股 | $2,717.8万 | 8.5万股 | -2,051股-2.40% | 减仓 |
 Arista网络ANET |
| 1.31% | 1.06% | $3,201.8万 | 18.8万股 | $2,458.0万 | 20.0万股 | -1.2万股-5.85% | 减仓 |
 雷神技术RTX |
| 1.27% | 2.11% | $3,109.6万 | 16.4万股 | $4,897.9万 | 25.4万股 | -9.0万股-35.45% | 减仓 |
| IiShares安硕EUSA |
| 1.17% | 1.09% | $2,872.2万 | 25.2万股 | $2,530.2万 | 24.9万股 | +2,912股+1.17% | 加仓 |
 美敦力MDT |
| 1.11% | 1.36% | $2,727.8万 | 34.9万股 | $3,151.5万 | 36.4万股 | -1.5万股-4.13% | 减仓 |
 PALO ALTOPANW |
| 1.1% | 0.74% | $2,693.3万 | 7.9万股 | $1,707.7万 | 10.7万股 | -2.8万股-25.85% | 减仓 |
| CCIGNALIBD |
| 1.07% | 1.15% | $2,628.5万 | 9.5万股 | $2,664.0万 | 10.0万股 | -4,521股-4.53% | 减仓 |
 CVS健康CVS |
| 1.03% | 0.76% | $2,529.8万 | 24.5万股 | $1,767.3万 | 24.6万股 | -1,537股-0.62% | 减仓 |
 Camden地产CPT |
| 1.02% | 0.67% | $2,506.7万 | 21.9万股 | $1,551.6万 | 15.9万股 | +6.0万股+37.80% | 加仓 |
 高盛GS |
| 1.02% | 1.18% | $2,493.3万 | 2.5万股 | $2,734.8万 | 3.2万股 | -7,674股-23.74% | 减仓 |
 PROGRESSIVEPGR |
| 1.01% | 0.72% | $2,465.7万 | 11.3万股 | $1,664.1万 | 8.4万股 | +2.9万股+34.46% | 加仓 |
 沃尔玛WMT |
| 0.99% | 1.21% | $2,424.7万 | 21.4万股 | $2,794.8万 | 22.5万股 | -1.1万股-4.80% | 减仓 |
 福泰制药VRTX |
| 0.99% | 0.99% | $2,419.6万 | 4.9万股 | $2,287.3万 | 5.1万股 | -2,512股-4.90% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.94% | — | $2,300.8万 | 15.2万股 | $0 | 0股 | +15.2万股 | 新买入 |
 波音BA |
| 0.91% | 0.88% | $2,214.1万 | 10.2万股 | $2,043.2万 | 10.3万股 | -374股-0.36% | 减仓 |
| Q高通QCOM |
| 0.9% | 0.79% | $2,204.9万 | 11.9万股 | $1,832.5万 | 14.2万股 | -2.3万股-16.15% | 减仓 |
 STANDARDAEROSARO |
| 0.89% | 0.68% | $2,187.9万 | 73.1万股 | $1,568.0万 | 60.7万股 | +12.4万股+20.50% | 加仓 |
| BBANK OF AMERBAC |
| 0.89% | 0.81% | $2,183.7万 | 38.3万股 | $1,885.5万 | 38.7万股 | -3,522股-0.91% | 减仓 |
 嘉信理财SCHW |
| 0.89% | 0.96% | $2,167.4万 | 23.5万股 | $2,217.3万 | 23.6万股 | -1,035股-0.44% | 减仓 |
 家得宝HD |
| 0.88% | 0.92% | $2,154.9万 | 6.1万股 | $2,135.6万 | 6.5万股 | -3,831股-5.90% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 0.88% | 1.06% | $2,142.7万 | 41.5万股 | $2,446.5万 | 44.0万股 | -2.4万股-5.54% | 减仓 |
 雪佛龙CVX |
| 0.85% | 1.19% | $2,085.6万 | 12.6万股 | $2,764.6万 | 13.4万股 | -7,798股-5.84% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.85% | 0.84% | $2,082.6万 | 41.2万股 | $1,952.6万 | 39.1万股 | +2.0万股+5.20% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.85% | 0.82% | $2,079.6万 | 11.5万股 | $1,911.2万 | 11.6万股 | -641股-0.55% | 减仓 |
 EOG资源EOG |
| 0.84% | 1.04% | $2,064.9万 | 15.9万股 | $2,418.6万 | 16.7万股 | -8,122股-4.85% | 减仓 |
 阿斯利康AZN |
| 0.84% | 0.98% | $2,060.7万 | 10.9万股 | $2,274.8万 | 11.5万股 | -6,665股-5.78% | 减仓 |
 CORTEVA COMCTVA |
| 0.8% | 0.88% | $1,948.2万 | 23.0万股 | $2,040.9万 | 24.4万股 | -1.4万股-5.65% | 减仓 |
| VVANECK INTERMEDIATE MUNIETFITM |
| 0.79% | 0.81% | $1,930.7万 | 41.1万股 | $1,877.5万 | 40.4万股 | +6,505股+1.61% | 加仓 |
| T赛默飞世尔TMO |
| 0.79% | 0.85% | $1,927.1万 | 3.8万股 | $1,960.5万 | 4.0万股 | -1,449股-3.63% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.77% | 0.98% | $1,880.3万 | 26.3万股 | $2,279.1万 | 29.6万股 | -3.3万股-11.18% | 减仓 |
 FIRST INTST BANCSYSTEMFIBK |
| 0.75% | 0.69% | $1,846.6万 | 47.9万股 | $1,604.0万 | 48.0万股 | -1,364股-0.28% | 减仓 |
| DDYNATRACEDT |
| 0.75% | 0.7% | $1,833.0万 | 41.7万股 | $1,623.5万 | 43.9万股 | -2.2万股-4.92% | 减仓 |
