 VertivVRT |
| 9.41% | 9.91% | $1.11亿 | 33.2万股 | $1.01亿 | 40.1万股 | -6.9万股-17.20% | 减仓 |
 谷歌AGOOGL |
| 4.9% | 4.6% | $5,795.8万 | 16.2万股 | $4,673.7万 | 16.3万股 | -353股-0.22% | 减仓 |
 ICON PUB LTD COICLR |
| 4.33% | 3.06% | $5,114.7万 | 29.4万股 | $3,109.5万 | 28.1万股 | +1.3万股+4.79% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 3.74% | 4.49% | $4,420.7万 | 9.8万股 | $4,560.1万 | 8.7万股 | +1.1万股+12.36% | 加仓 |
| KKKR & COMKKR |
| 3.02% | 2.81% | $3,573.6万 | 38.9万股 | $2,858.6万 | 30.9万股 | +8.0万股+25.99% | 加仓 |
 微软MSFT |
| 3.02% | 3.04% | $3,570.2万 | 9.6万股 | $3,090.3万 | 8.3万股 | +1.2万股+14.65% | 加仓 |
 MCKESSON COMMCK |
| 2.81% | 3.55% | $3,324.2万 | 4.4万股 | $3,602.6万 | 4.2万股 | +2,362股+5.67% | 加仓 |
 苹果AAPL |
| 2.77% | 2.52% | $3,271.9万 | 11.3万股 | $2,562.2万 | 10.1万股 | +1.2万股+12.00% | 加仓 |
 艾伯维ABBV |
| 2.76% | 2.79% | $3,266.4万 | 13.0万股 | $2,830.4万 | 13.0万股 | -334股-0.26% | 减仓 |
| V先锋领航·FSTEVWO |
| 2.69% | 2.84% | $3,185.1万 | 53.4万股 | $2,886.1万 | 53.4万股 | -366股-0.07% | 减仓 |
 赛富时CRM |
| 2.62% | 3.53% | $3,097.5万 | 19.8万股 | $3,581.0万 | 19.2万股 | +5,891股+3.07% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.57% | 2.69% | $3,043.1万 | 42.7万股 | $2,736.7万 | 42.7万股 | +28股+0.01% | 加仓 |
| GGPGIGPGI |
| 2.57% | 2.68% | $3,033.5万 | 191.4万股 | $2,716.7万 | 158.9万股 | +32.5万股+20.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.49% | 2.74% | $2,948.8万 | 5.9万股 | $2,781.3万 | 5.8万股 | +890股+1.53% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 2.39% | 2.42% | $2,827.1万 | 12.5万股 | $2,459.5万 | 12.4万股 | +609股+0.49% | 加仓 |
 亚马逊AMZN |
| 2.04% | 2.05% | $2,407.3万 | 10.1万股 | $2,077.4万 | 10.0万股 | +1,255股+1.26% | 加仓 |
 SCHEIN HENRYHSIC |
| 2.03% | 2.09% | $2,406.3万 | 28.8万股 | $2,126.7万 | 28.9万股 | -452股-0.16% | 减仓 |
| AAEBI SCHMIDTAEBI |
| 1.99% | — | $2,356.7万 | 187.8万股 | $0 | 0股 | +187.8万股 | 新买入 |
| CCHEWY CL ACHWY |
| 1.95% | — | $2,310.5万 | 117.6万股 | $0 | 0股 | +117.6万股 | 新买入 |
 Meta平台META |
| 1.94% | 2.31% | $2,293.2万 | 4.1万股 | $2,349.9万 | 4.1万股 | -361股-0.88% | 减仓 |
| CCSW INDUSTRIALSCSW |
| 1.9% | 2.06% | $2,249.8万 | 8.1万股 | $2,089.0万 | 8.0万股 | +675股+0.84% | 加仓 |
| V先锋领航指数基金VOO |
| 1.77% | 1.76% | $2,090.2万 | 3.0万股 | $1,789.8万 | 3.0万股 | +481股+1.61% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.71% | 1.49% | $2,021.9万 | 27股 | $1,508.1万 | 21股 | +6股+28.57% | 加仓 |
 摩根大通JPM |
| 1.66% | 1.74% | $1,957.6万 | 6.0万股 | $1,769.7万 | 6.0万股 | -356股-0.59% | 减仓 |
 PROGRESSIVEPGR |
| 1.65% | 1.72% | $1,949.9万 | 8.9万股 | $1,746.8万 | 8.8万股 | +1,147股+1.30% | 加仓 |
 滨特尔PNR |
| 1.53% | 2.03% | $1,813.2万 | 23.7万股 | $2,059.4万 | 23.6万股 | +112股+0.05% | 加仓 |
| RRESOLUTE MGMTRHLD |
| 1.5% | 1.96% | $1,768.3万 | 12.2万股 | $1,991.1万 | 12.3万股 | -333股-0.27% | 减仓 |
| V先锋领航全球基金VDE |
| 1.48% | 2% | $1,753.9万 | 11.7万股 | $2,028.1万 | 11.7万股 | -380股-0.32% | 减仓 |
| VVanEck ETF信托OIH |
| 1.45% | 1.86% | $1,717.4万 | 4.6万股 | $1,885.3万 | 4.7万股 | -477股-1.02% | 减仓 |
| V先锋领航·MIDVO |
| 1.24% | 1.28% | $1,466.7万 | 18.2万股 | $1,300.8万 | 4.5万股 | +13.7万股+301.92% | 加仓 |
| IiShares安硕信托SGOV |
| 1.23% | — | $1,453.0万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 露露乐蒙LULU |
| 1.21% | 1.14% | $1,433.1万 | 12.6万股 | $1,158.6万 | 7.6万股 | +5.0万股+65.84% | 加仓 |
| V先锋领航斯科茨代尔基金VTWO |
| 1.07% | 1.03% | $1,269.9万 | 10.5万股 | $1,042.4万 | 10.4万股 | +528股+0.51% | 加仓 |
 迪士尼DIS |
| 1.03% | 1.2% | $1,212.1万 | 12.6万股 | $1,221.3万 | 12.7万股 | -781股-0.62% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.97% | 1.31% | $1,148.7万 | 10.0万股 | $1,332.2万 | 10.0万股 | +320股+0.32% | 加仓 |
 雅培ABT |
| 0.94% | 1.25% | $1,112.3万 | 12.3万股 | $1,271.1万 | 12.4万股 | -1,217股-0.98% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.94% | 0.91% | $1,108.5万 | 8.9万股 | $927.2万 | 2.2万股 | +6.8万股+310.54% | 加仓 |
 VisaV |
| 0.92% | 0.31% | $1,087.6万 | 3.2万股 | $312.7万 | 1.0万股 | +2.1万股+206.41% | 加仓 |
| T赛默飞世尔TMO |
| 0.84% | 0.92% | $994.8万 | 2.0万股 | $938.1万 | 1.9万股 | +755股+3.96% | 加仓 |
 PORTILLOSPTLO |
| 0.82% | 1.07% | $971.6万 | 205.0万股 | $1,090.9万 | 206.2万股 | -1.2万股-0.60% | 减仓 |
| IiShares安硕信托IUSV |
| 0.8% | 0.89% | $951.6万 | 8.6万股 | $905.3万 | 8.9万股 | -2,146股-2.42% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.76% | 0.82% | $896.2万 | 16.7万股 | $835.0万 | 16.9万股 | -1,957股-1.16% | 减仓 |
 宝洁PG |
| 0.64% | 0.73% | $756.1万 | 5.2万股 | $744.8万 | 5.2万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 0.59% | 0.52% | $703.3万 | 9,550股 | $525.9万 | 9,112股 | +438股+4.81% | 加仓 |
 ADOBE COMADBE |
| 0.57% | 1.27% | $674.9万 | 3.3万股 | $1,291.5万 | 5.3万股 | -2.0万股-38.04% | 减仓 |
 NETFLIXNFLX |
| 0.55% | 0.85% | $647.1万 | 9.1万股 | $861.4万 | 9.0万股 | +1,032股+1.15% | 加仓 |
 BlockXYZ |
| 0.51% | 0.59% | $601.7万 | 636.3万股 | $602.2万 | 640.7万股 | -4.4万股-0.69% | 减仓 |
| IiShares安硕IEMG |
| 0.31% | 0.31% | $369.8万 | 4.5万股 | $314.9万 | 4.5万股 | -510股-1.13% | 减仓 |
 强生JNJ |
| 0.29% | 0.33% | $348.2万 | 1.4万股 | $337.8万 | 1.4万股 | -108股-0.78% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.25% | $311.8万 | 8,825股 | $251.3万 | 8,760股 | +65股+0.74% | 加仓 |
