 应用材料AMAT |
| 2.78% | 1.61% | $1.04亿 | 14.4万股 | $5,091.5万 | 14.9万股 | -5,158股-3.46% | 减仓 |
 苹果AAPL |
| 2.33% | 2.42% | $8,700.0万 | 30.1万股 | $7,650.3万 | 30.1万股 | -778股-0.26% | 减仓 |
 TD SYNNEXSNX |
| 1.97% | 1.68% | $7,346.3万 | 27.5万股 | $5,307.3万 | 31.5万股 | -4.0万股-12.65% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.89% | 2.04% | $7,063.5万 | 29.1万股 | $6,438.4万 | 29.6万股 | -5,670股-1.91% | 减仓 |
 微软MSFT |
| 1.73% | 2% | $6,483.1万 | 17.4万股 | $6,308.8万 | 17.0万股 | +3,371股+1.98% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.69% | 1.64% | $6,313.7万 | 17.9万股 | $5,192.2万 | 18.1万股 | -2,309股-1.28% | 减仓 |
 康宁GLW |
| 1.62% | 1.08% | $6,055.2万 | 23.7万股 | $3,416.4万 | 25.1万股 | -1.4万股-5.65% | 减仓 |
 UGI NEWUGI |
| 1.6% | 1.52% | $5,982.9万 | 173.2万股 | $4,813.6万 | 132.2万股 | +41.0万股+31.06% | 加仓 |
 ARROW ELECTRSARW |
| 1.53% | 1.22% | $5,732.7万 | 26.9万股 | $3,846.2万 | 26.8万股 | +427股+0.16% | 加仓 |
 AMD超威AMD |
| 1.44% | 0.63% | $5,374.1万 | 9.3万股 | $1,999.5万 | 9.8万股 | -5,777股-5.88% | 减仓 |
| V先锋领航指数基金VBK |
| 1.37% | 1.32% | $5,117.2万 | 14.0万股 | $4,168.9万 | 13.8万股 | +2,002股+1.45% | 加仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 1.35% | 1.06% | $5,035.0万 | 93.6万股 | $3,338.7万 | 185.5万股 | -91.9万股-49.53% | 减仓 |
| RRLIRLI |
| 1.34% | 1.46% | $5,009.9万 | 84.8万股 | $4,626.6万 | 81.1万股 | +3.7万股+4.56% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 1.23% | 1.45% | $4,587.6万 | 60.6万股 | $4,582.9万 | 60.6万股 | +380股+0.06% | 加仓 |
 SERVISFIRST BANCSHARESSFBS |
| 1.21% | 1.02% | $4,508.7万 | 52.0万股 | $3,210.6万 | 44.1万股 | +7.9万股+17.90% | 加仓 |
| NNEW JERSEY RESNJR |
| 1.2% | 1.31% | $4,502.7万 | 80.3万股 | $4,137.9万 | 75.3万股 | +5.0万股+6.64% | 加仓 |
| JJBT MARELJBTM |
| 1.2% | 0.86% | $4,501.3万 | 31.0万股 | $2,728.1万 | 21.3万股 | +9.7万股+45.50% | 加仓 |
 博通AVGO |
| 1.2% | 1.14% | $4,472.7万 | 11.8万股 | $3,610.5万 | 11.7万股 | +1,753股+1.50% | 加仓 |
 思科CSCO |
| 1.07% | 0.86% | $3,987.3万 | 33.9万股 | $2,716.5万 | 35.0万股 | -1.1万股-3.04% | 减仓 |
| V先锋领航指数基金VUG |
| 1.06% | 1.05% | $3,956.2万 | 45.9万股 | $3,334.2万 | 7.6万股 | +38.3万股+501.67% | 加仓 |
 OSHKOSHOSK |
| 1.06% | 1.2% | $3,947.4万 | 25.7万股 | $3,789.2万 | 25.7万股 | -203股-0.08% | 减仓 |
| CCNO FINLCNO |
| 1.06% | 0.95% | $3,946.1万 | 77.4万股 | $3,012.4万 | 73.4万股 | +4.0万股+5.51% | 加仓 |
| V先锋领航STAR基金VXUS |
| 1.02% | 1.07% | $3,816.8万 | 44.6万股 | $3,379.9万 | 43.8万股 | +8,142股+1.86% | 加仓 |
 LITTELFUSELFUS |
| 1% | 1.07% | $3,743.4万 | 8.2万股 | $3,395.1万 | 10.0万股 | -1.8万股-17.83% | 减仓 |
 英伟达NVDA |
| 0.99% | 0.91% | $3,685.5万 | 18.4万股 | $2,866.3万 | 16.4万股 | +2.0万股+12.07% | 加仓 |
 AXOS FINANCIALAX |
| 0.98% | 0.96% | $3,673.8万 | 37.7万股 | $3,028.1万 | 35.6万股 | +2.1万股+6.00% | 加仓 |
 DORMAN PRODSDORM |
| 0.97% | 0.8% | $3,630.2万 | 26.6万股 | $2,528.6万 | 24.2万股 | +2.4万股+9.80% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.96% | 1.04% | $3,604.0万 | 18.2万股 | $3,299.3万 | 17.9万股 | +3,353股+1.87% | 加仓 |
| V先锋领航指数基金VOT |
| 0.96% | 0.92% | $3,600.7万 | 11.8万股 | $2,912.8万 | 11.3万股 | +4,372股+3.86% | 加仓 |
| V先锋领航指数基金VTV |
| 0.96% | 1.01% | $3,577.8万 | 16.4万股 | $3,201.3万 | 16.3万股 | +1,005股+0.62% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.95% | 1.03% | $3,563.8万 | 70.5万股 | $3,256.3万 | 65.3万股 | +5.2万股+7.95% | 加仓 |
 VONTIER COMVNT |
| 0.95% | — | $3,550.1万 | 122.4万股 | $0 | 0股 | +122.4万股 | 新买入 |
 INGLES MKTSIMKTA |
| 0.92% | 1.08% | $3,442.1万 | 38.9万股 | $3,414.2万 | 38.0万股 | +8,767股+2.31% | 加仓 |
 Meta平台META |
| 0.91% | 1.01% | $3,418.4万 | 6.1万股 | $3,192.8万 | 5.6万股 | +4,881股+8.75% | 加仓 |
 MSC INDL DIRECTMSM |
| 0.9% | 0.82% | $3,348.3万 | 28.1万股 | $2,604.4万 | 28.2万股 | -769股-0.27% | 减仓 |
 亚马逊AMZN |
| 0.89% | 0.92% | $3,335.9万 | 14.0万股 | $2,894.4万 | 13.9万股 | +991股+0.71% | 加仓 |
| PPVHPVH |
| 0.89% | 0.92% | $3,318.6万 | 44.7万股 | $2,918.5万 | 41.8万股 | +2.9万股+6.82% | 加仓 |
 摩根大通JPM |
| 0.89% | 0.92% | $3,318.3万 | 10.1万股 | $2,923.0万 | 9.9万股 | +2,008股+2.02% | 加仓 |
 NELNETNNI |
| 0.89% | 0.93% | $3,313.2万 | 24.8万股 | $2,924.6万 | 22.7万股 | +2.2万股+9.57% | 加仓 |
 FIRST AMERN FINLFAF |
| 0.84% | 0.85% | $3,150.5万 | 45.9万股 | $2,688.9万 | 44.6万股 | +1.3万股+2.99% | 加仓 |
 TEREX NEWTEX |
| 0.83% | 0.8% | $3,101.1万 | 42.8万股 | $2,544.5万 | 43.1万股 | -2,155股-0.50% | 减仓 |
 SCHOLASTICSCHL |
| 0.83% | 0.83% | $3,092.3万 | 67.2万股 | $2,627.0万 | 67.3万股 | -304股-0.05% | 减仓 |
 MDU RESMDU |
| 0.82% | 0.95% | $3,077.7万 | 145.1万股 | $3,008.2万 | 145.2万股 | -797股-0.05% | 减仓 |
| IINTERDIGITALIDCC |
| 0.82% | 1.05% | $3,067.1万 | 10.8万股 | $3,326.2万 | 11.0万股 | -1,811股-1.64% | 减仓 |
 美国运通AXP |
| 0.82% | 0.86% | $3,049.1万 | 9.0万股 | $2,732.3万 | 9.0万股 | -185股-0.20% | 减仓 |
| SSYNAPTICSSYNA |
| 0.8% | 0.8% | $2,975.5万 | 24.0万股 | $2,516.4万 | 35.9万股 | -12.0万股-33.33% | 减仓 |
 伊顿ETN |
| 0.79% | 0.78% | $2,949.6万 | 6.9万股 | $2,462.5万 | 6.9万股 | +372股+0.54% | 加仓 |
 MGIC INVT WISMTG |
| 0.77% | 0.85% | $2,891.7万 | 102.5万股 | $2,689.6万 | 102.5万股 | +813股+0.08% | 加仓 |
| AAGCOAGCO |
| 0.77% | 0.88% | $2,875.3万 | 24.0万股 | $2,777.9万 | 24.0万股 | +465股+0.19% | 加仓 |
 甲骨文ORCL |
| 0.77% | 0.9% | $2,868.2万 | 19.6万股 | $2,860.6万 | 19.4万股 | +1,260股+0.65% | 加仓 |
