| J摩根大通·CORE PLUS BOND ETFJCPB |
| 19.87% | 20.58% | $8,155.8万 | 173.7万股 | $7,274.7万 | 154.5万股 | +19.2万股+12.45% | 加仓 |
 帕卡PCAR |
| 8.45% | 9.43% | $3,467.1万 | 28.9万股 | $3,333.8万 | 28.9万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 5.53% | 3.14% | $2,269.0万 | 2.0万股 | $1,108.2万 | 3.3万股 | -1.3万股-40.08% | 减仓 |
| DDYCOM INDSDY |
| 4.06% | 3.2% | $1,667.9万 | 3.3万股 | $1,130.7万 | 3.3万股 | -382股-1.14% | 减仓 |
 迈威尔MRVL |
| 3.96% | 1.55% | $1,624.9万 | 5.5万股 | $546.1万 | 5.5万股 | -587股-1.06% | 减仓 |
| VVIKING THERAPEUTICSVKTX |
| 3.62% | 3.55% | $1,487.5万 | 38.1万股 | $1,254.0万 | 38.5万股 | -4,066股-1.06% | 减仓 |
| MMASTECMTZ |
| 3.15% | 3.8% | $1,291.9万 | 3.1万股 | $1,342.3万 | 4.2万股 | -1.1万股-25.57% | 减仓 |
 GE VernovaGEV |
| 2.93% | 2.56% | $1,203.4万 | 1.0万股 | $903.6万 | 1.0万股 | -109股-1.05% | 减仓 |
| NNLIGHTLASR |
| 2.82% | 3.5% | $1,156.4万 | 16.6万股 | $1,237.6万 | 21.7万股 | -5.1万股-23.48% | 减仓 |
| GGRANITE CONSTRSPHB |
| 2.52% | 2.26% | $1,033.7万 | 6.5万股 | $797.7万 | 6.7万股 | -1,150股-1.73% | 减仓 |
 礼来LLY |
| 2.49% | 2.24% | $1,021.4万 | 8,516股 | $791.2万 | 8,602股 | -86股-1.00% | 减仓 |
| VVanEck ETF信托GDX |
| 2.48% | 2.66% | $1,017.7万 | 13.5万股 | $938.9万 | 10.2万股 | +3.3万股+31.84% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.43% | 2.5% | $998.9万 | 1.3万股 | $882.9万 | 1.4万股 | -200股-1.47% | 减仓 |
 阿里巴巴BABA |
| 2.43% | 2.41% | $997.6万 | 10.4万股 | $853.3万 | 6.8万股 | +3.6万股+52.82% | 加仓 |
 CrowdStrikeCRWD |
| 2.09% | 1.61% | $856.6万 | 1.1万股 | $568.8万 | 1.5万股 | -3,345股-22.96% | 减仓 |
| AALASKA AIRALK |
| 2.07% | 1.71% | $848.4万 | 16.3万股 | $604.0万 | 16.4万股 | -1,684股-1.03% | 减仓 |
| BBANK OF AMERBAC |
| 1.92% | 1.93% | $787.1万 | 13.8万股 | $681.0万 | 14.0万股 | -1,549股-1.11% | 减仓 |
 VERICELVCEL |
| 1.85% | 1% | $757.9万 | 17.0万股 | $353.1万 | 11.0万股 | +6.1万股+55.21% | 加仓 |
 伊顿ETN |
| 1.8% | 1.77% | $739.2万 | 1.7万股 | $626.9万 | 1.8万股 | -179股-1.02% | 减仓 |
 Arista网络ANET |
| 1.77% | 1.5% | $725.2万 | 4.3万股 | $529.6万 | 4.3万股 | -447股-1.04% | 减仓 |
 亚马逊AMZN |
| 1.68% | 1.72% | $687.8万 | 2.9万股 | $608.0万 | 2.9万股 | -336股-1.15% | 减仓 |
 微软MSFT |
| 1.5% | 1.71% | $614.0万 | 1.6万股 | $605.5万 | 1.6万股 | +103股+0.63% | 加仓 |
 博通AVGO |
| 1.48% | 1.42% | $606.1万 | 1.6万股 | $501.9万 | 1.6万股 | -173股-1.07% | 减仓 |
 芝加哥商品交易所CME |
| 1.44% | 2.26% | $590.4万 | 2.7万股 | $797.9万 | 2.7万股 | -280股-1.04% | 减仓 |
 好市多COST |
| 1.43% | 1.79% | $586.8万 | 6,273股 | $631.5万 | 6,338股 | -65股-1.03% | 减仓 |
 LENNARLEN |
| 1.39% | 1.56% | $569.2万 | 6.3万股 | $552.1万 | 6.4万股 | -681股-1.07% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.35% | 2.02% | $553.2万 | 4.5万股 | $714.1万 | 4.5万股 | -471股-1.04% | 减仓 |
 芝加哥期权交易所CBOE |
| 1.34% | 1.83% | $551.5万 | 2.3万股 | $645.5万 | 2.3万股 | -237股-1.03% | 减仓 |
| N纳斯达克NDAQ |
| 1.27% | 1.61% | $523.3万 | 6.6万股 | $569.4万 | 6.7万股 | -685股-1.02% | 减仓 |
 英伟达NVDA |
| 1.21% | 1.24% | $498.8万 | 2.5万股 | $439.7万 | 2.5万股 | -285股-1.13% | 减仓 |
 优步UBER |
| 1.15% | 1.34% | $470.3万 | 6.5万股 | $474.4万 | 6.6万股 | -788股-1.19% | 减仓 |
 谷歌AGOOGL |
| 1.05% | 0.62% | $431.5万 | 1.2万股 | $217.9万 | 7,577股 | +4,497股+59.35% | 加仓 |
 苹果AAPL |
| 1% | 0.38% | $411.8万 | 1.4万股 | $134.7万 | 5,309股 | +8,924股+168.09% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.78% | — | $319.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.69% | 0.74% | $283.7万 | 3.3万股 | $260.1万 | 3.3万股 | -331股-1.00% | 减仓 |
 GeneracGNRC |
| 0.57% | 0.44% | $233.0万 | 7,956股 | $157.3万 | 8,051股 | -95股-1.18% | 减仓 |
 ZscalerZS |
| 0.47% | 0.54% | $191.5万 | 1.4万股 | $192.4万 | 1.4万股 | -151股-1.10% | 减仓 |
| IiShares安硕信托AGG |
| 0.47% | 1.15% | $191.4万 | 1.9万股 | $406.4万 | 4.1万股 | -2.2万股-52.76% | 减仓 |
 默沙东MRK |
| 0.32% | 0.34% | $130.2万 | 1.0万股 | $121.9万 | 1.0万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.26% | 0.21% | $107.3万 | 1,847股 | $75.7万 | 3,719股 | -1,872股-50.34% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.18% | 0.15% | $74.5万 | 376股 | $51.9万 | 376股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.18% | 0.19% | $73.4万 | 3,973股 | $68.2万 | 5,298股 | -1,325股-25.01% | 减仓 |
 NVENT ELECTRICNVT |
| 0.1% | 0.08% | $41.3万 | 2,434股 | $28.8万 | 2,434股 | 00.00% | 持仓不变 |
 Targa资源TRGP |
| 0.1% | 0.11% | $40.7万 | 1,519股 | $38.1万 | 1,519股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.08% | 0.09% | $32.5万 | 650股 | $31.1万 | 650股 | 00.00% | 持仓不变 |
| AACUSHNETGOLF |
| 0.08% | 0.07% | $31.3万 | 2,644股 | $24.7万 | 2,644股 | 00.00% | 持仓不变 |
 EAST WEST BANCORPEWBC |
| 0.06% | — | $23.4万 | 1,816股 | $0 | 0股 | +1,816股 | 新买入 |
 MONOLITHIC PWR SYSMPWR |
| 0.05% | — | $22.0万 | 159股 | $0 | 0股 | +159股 | 新买入 |
 哈勃HUBB |
| 0.05% | 0.06% | $21.5万 | 411股 | $20.2万 | 411股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELLIWM |
| 0.05% | — | $20.4万 | 680股 | $0 | 0股 | +680股 | 新买入 |
