| SSPDR标普500 ETFSPY |
| 5.5% | 5.38% | $7,747.1万 | 10.4万股 | $6,795.0万 | 10.4万股 | -742股-0.71% | 减仓 |
 苹果AAPL |
| 4.57% | 4.52% | $6,444.2万 | 22.3万股 | $5,704.1万 | 22.5万股 | -2,049股-0.91% | 减仓 |
| IiShares安硕信托IVV |
| 4.27% | 3.71% | $6,015.3万 | 8.0万股 | $4,683.6万 | 7.2万股 | +8,622股+12.02% | 加仓 |
 谷歌AGOOGL |
| 3.72% | 3.4% | $5,244.9万 | 14.7万股 | $4,291.4万 | 14.9万股 | -2,471股-1.66% | 减仓 |
| SSPDR行业精选信托XLK |
| 3.53% | 2.42% | $4,980.7万 | 26.1万股 | $3,054.9万 | 23.0万股 | +3.2万股+13.73% | 加仓 |
 微软MSFT |
| 3.19% | 3.51% | $4,490.3万 | 12.0万股 | $4,423.6万 | 12.0万股 | +874股+0.73% | 加仓 |
 英伟达NVDA |
| 3.01% | 2.97% | $4,246.4万 | 21.2万股 | $3,751.7万 | 21.5万股 | -2,893股-1.34% | 减仓 |
 博通AVGO |
| 2.88% | 2.71% | $4,059.3万 | 10.7万股 | $3,415.4万 | 11.0万股 | -2,888股-2.62% | 减仓 |
| AAPPLIED FINANCE VALUATION LARGE CAP ETFVSLU |
| 2.47% | 2.66% | $3,475.0万 | 75.1万股 | $3,361.8万 | 80.4万股 | -5.3万股-6.55% | 减仓 |
 亚马逊AMZN |
| 2.33% | 2.19% | $3,282.4万 | 13.8万股 | $2,762.8万 | 13.3万股 | +5,061股+3.82% | 加仓 |
 沃尔玛WMT |
| 2.3% | 3.07% | $3,240.2万 | 28.6万股 | $3,869.2万 | 31.1万股 | -2.5万股-8.11% | 减仓 |
 强生JNJ |
| 2.05% | 2.23% | $2,887.5万 | 11.4万股 | $2,813.5万 | 11.5万股 | -1,405股-1.22% | 减仓 |
 艾默生电气EMR |
| 1.89% | 1.95% | $2,662.8万 | 18.6万股 | $2,457.1万 | 18.8万股 | -1,523股-0.81% | 减仓 |
 摩根大通JPM |
| 1.74% | 1.78% | $2,445.4万 | 7.5万股 | $2,242.3万 | 7.6万股 | -1,521股-2.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.67% | 1.81% | $2,355.3万 | 4.7万股 | $2,281.4万 | 4.8万股 | -538股-1.13% | 减仓 |
 VisaV |
| 1.62% | 1.59% | $2,286.3万 | 6.7万股 | $2,002.0万 | 6.6万股 | +398股+0.60% | 加仓 |
 联合健康UNH |
| 1.57% | 1.17% | $2,215.9万 | 5.3万股 | $1,479.6万 | 5.5万股 | -1,367股-2.50% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.54% | 0.88% | $2,163.5万 | 3.4万股 | $1,111.3万 | 3.4万股 | -48股-0.14% | 减仓 |
 思科CSCO |
| 1.44% | 1.18% | $2,035.2万 | 17.3万股 | $1,486.4万 | 19.2万股 | -1.8万股-9.55% | 减仓 |
 康明斯CMI |
| 1.37% | 1.33% | $1,923.8万 | 2.7万股 | $1,676.1万 | 3.1万股 | -4,179股-13.41% | 减仓 |
| B纽约梅隆银行BK |
| 1.36% | 1.3% | $1,913.9万 | 13.2万股 | $1,640.7万 | 13.8万股 | -5,960股-4.31% | 减仓 |
 雷神技术RTX |
| 1.28% | 1.49% | $1,810.5万 | 9.5万股 | $1,876.9万 | 9.7万股 | -1,876股-1.93% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.15% | 1.22% | $1,623.7万 | 13.8万股 | $1,539.1万 | 14.1万股 | -2,777股-1.97% | 减仓 |
 德州仪器TXN |
| 1.12% | 0.85% | $1,581.2万 | 5.3万股 | $1,076.4万 | 5.5万股 | -2,395股-4.32% | 减仓 |
 AMETEK COMAME |
| 1.1% | 1.13% | $1,555.3万 | 6.4万股 | $1,423.9万 | 6.6万股 | -2,143股-3.23% | 减仓 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.07% | 1.06% | $1,512.1万 | 10.7万股 | $1,337.0万 | 10.7万股 | -282股-0.26% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 1.06% | 1.08% | $1,486.6万 | 7.9万股 | $1,366.9万 | 8.2万股 | -3,377股-4.10% | 减仓 |
 艾伯维ABBV |
| 1.05% | 0.98% | $1,477.3万 | 5.9万股 | $1,241.8万 | 5.7万股 | +1,612股+2.82% | 加仓 |
 Meta平台META |
| 1.01% | 1.01% | $1,424.1万 | 2.5万股 | $1,276.2万 | 2.2万股 | +2,975股+13.34% | 加仓 |
 默沙东MRK |
| 1.01% | 1.05% | $1,416.1万 | 11.0万股 | $1,328.9万 | 11.0万股 | -275股-0.25% | 减仓 |
 TJXTJX |
| 1% | 1.2% | $1,405.2万 | 9.3万股 | $1,512.1万 | 9.5万股 | -1,930股-2.04% | 减仓 |
 CSX铁路CSX |
| 0.98% | 0.96% | $1,382.6万 | 29.1万股 | $1,213.8万 | 29.6万股 | -4,799股-1.62% | 减仓 |
| I景顺QQQ信托VOO |
| 0.98% | 0.65% | $1,377.7万 | 1.9万股 | $825.5万 | 1.4万股 | +4,405股+30.80% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.93% | 0.89% | $1,311.0万 | 14.5万股 | $1,123.5万 | 14.0万股 | +4,343股+3.09% | 加仓 |
| AALPS ETF信托AMLP |
| 0.91% | 1.03% | $1,288.5万 | 24.9万股 | $1,304.4万 | 24.8万股 | +700股+0.28% | 加仓 |
 L3哈里斯LHX |
| 0.89% | 1.15% | $1,248.7万 | 4.3万股 | $1,455.3万 | 4.2万股 | +808股+1.92% | 加仓 |
| T赛默飞世尔TMO |
| 0.87% | 0.96% | $1,231.1万 | 2.5万股 | $1,216.0万 | 2.5万股 | -184股-0.74% | 减仓 |
 阿默普莱斯AMP |
| 0.87% | 0.92% | $1,223.2万 | 2.7万股 | $1,156.9万 | 2.6万股 | +630股+2.42% | 加仓 |
| IiShares安硕信托IVW |
| 0.84% | 0.64% | $1,187.0万 | 8.6万股 | $813.1万 | 7.2万股 | +1.4万股+20.07% | 加仓 |
 CARLISLE COSCSL |
| 0.84% | 0.82% | $1,180.0万 | 3.3万股 | $1,032.1万 | 3.1万股 | +1,593股+5.15% | 加仓 |
 家得宝HD |
| 0.83% | 0.87% | $1,169.0万 | 3.3万股 | $1,099.7万 | 3.3万股 | -289股-0.86% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.83% | 0.86% | $1,165.4万 | 4.9万股 | $1,081.9万 | 5.0万股 | -1,053股-2.09% | 减仓 |
 史赛克SYK |
| 0.82% | 0.97% | $1,149.5万 | 3.7万股 | $1,218.2万 | 3.7万股 | -564股-1.52% | 减仓 |
 礼来LLY |
| 0.81% | 0.72% | $1,144.6万 | 9,543股 | $911.9万 | 9,915股 | -372股-3.75% | 减仓 |
 LOWES COS COMLOW |
| 0.8% | 0.91% | $1,128.1万 | 5.1万股 | $1,154.1万 | 4.9万股 | +2,319股+4.75% | 加仓 |
 威瑞森VZ |
| 0.77% | 1.02% | $1,083.4万 | 25.6万股 | $1,289.4万 | 25.7万股 | -986股-0.38% | 减仓 |
| BBANK OF AMERBAC |
| 0.76% | 0.73% | $1,067.7万 | 18.7万股 | $923.6万 | 18.9万股 | -2,078股-1.10% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.73% | — | $1,032.6万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
 雪佛龙CVX |
| 0.7% | 0.98% | $981.7万 | 5.9万股 | $1,238.5万 | 6.0万股 | -635股-1.06% | 减仓 |
| IiShares安硕信托IEFA |
| 0.69% | 0.66% | $978.3万 | 10.1万股 | $834.5万 | 9.2万股 | +9,114股+9.89% | 加仓 |
