 苹果AAPL |
| 6.95% | 6.88% | $6,819.6万 | 23.6万股 | $6,027.3万 | 23.7万股 | -1,813股-0.76% | 减仓 |
 博通AVGO |
| 6.71% | 6.21% | $6,574.9万 | 17.4万股 | $5,440.8万 | 17.6万股 | -1,733股-0.99% | 减仓 |
| SSPDR行业精选信托XLK |
| 6.33% | 4.95% | $6,206.3万 | 32.6万股 | $4,335.5万 | 32.6万股 | -464股-0.14% | 减仓 |
 英伟达NVDA |
| 6.18% | 6.07% | $6,060.1万 | 30.3万股 | $5,320.7万 | 30.5万股 | -2,217股-0.73% | 减仓 |
 谷歌AGOOGL |
| 5.51% | 5% | $5,399.6万 | 15.1万股 | $4,380.7万 | 15.2万股 | -1,246股-0.82% | 减仓 |
 卡特彼勒CAT |
| 4.39% | 3.3% | $4,309.6万 | 4.0万股 | $2,894.6万 | 4.1万股 | -389股-0.95% | 减仓 |
 微软MSFT |
| 4.16% | 4.65% | $4,084.0万 | 10.9万股 | $4,073.0万 | 11.0万股 | -548股-0.50% | 减仓 |
 礼来LLY |
| 4.15% | 3.57% | $4,067.2万 | 3.4万股 | $3,131.9万 | 3.4万股 | -142股-0.42% | 减仓 |
 摩根大通JPM |
| 3.56% | 3.6% | $3,486.2万 | 10.7万股 | $3,155.2万 | 10.7万股 | -757股-0.71% | 减仓 |
 雷神技术RTX |
| 3.33% | 3.81% | $3,265.7万 | 17.2万股 | $3,338.3万 | 17.3万股 | -939股-0.54% | 减仓 |
 万豪MAR |
| 2.79% | 2.78% | $2,740.3万 | 7.4万股 | $2,437.3万 | 7.5万股 | -575股-0.77% | 减仓 |
 沃尔玛WMT |
| 2.75% | 3.4% | $2,699.7万 | 23.8万股 | $2,978.9万 | 24.0万股 | -1,330股-0.55% | 减仓 |
 亚马逊AMZN |
| 2.59% | 2.55% | $2,539.0万 | 10.7万股 | $2,232.6万 | 10.7万股 | -671股-0.63% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.57% | 2.09% | $2,523.6万 | 10.0万股 | $1,829.4万 | 10.1万股 | -785股-0.78% | 减仓 |
 默沙东MRK |
| 2.35% | 2.47% | $2,305.7万 | 17.9万股 | $2,167.5万 | 18.0万股 | -761股-0.42% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 2.35% | 2.18% | $2,305.1万 | 18.6万股 | $1,913.9万 | 4.5万股 | +14.1万股+313.60% | 加仓 |
 艾伯维ABBV |
| 2.29% | 2.22% | $2,247.8万 | 8.9万股 | $1,946.5万 | 9.0万股 | -175股-0.20% | 减仓 |
 VisaV |
| 2.1% | 2.07% | $2,057.5万 | 6.0万股 | $1,815.9万 | 6.0万股 | -110股-0.18% | 减仓 |
 星座能源CEG |
| 2.06% | 2.59% | $2,015.2万 | 8.1万股 | $2,272.6万 | 8.1万股 | -246股-0.30% | 减仓 |
 埃克森美孚XOM |
| 2.04% | 2.84% | $1,996.9万 | 14.6万股 | $2,488.0万 | 14.7万股 | -587股-0.40% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.93% | 2.24% | $1,889.5万 | 17.6万股 | $1,958.4万 | 17.7万股 | -280股-0.16% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.84% | 1.9% | $1,808.6万 | 33.7万股 | $1,664.6万 | 33.7万股 | +210股+0.06% | 加仓 |
 贝莱德·INC COMBLK |
| 1.81% | 2.04% | $1,779.1万 | 1.9万股 | $1,785.7万 | 1.9万股 | -66股-0.36% | 减仓 |
 家得宝HD |
| 1.79% | 1.87% | $1,758.1万 | 5.0万股 | $1,641.9万 | 5.0万股 | -71股-0.14% | 减仓 |
| S道富XLI |
| 1.66% | 1.63% | $1,631.4万 | 8.8万股 | $1,427.8万 | 8.8万股 | -205股-0.23% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.58% | 2.22% | $1,552.8万 | 9.3万股 | $1,944.7万 | 9.3万股 | -14股-0.02% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.45% | 1.51% | $1,418.1万 | 12.1万股 | $1,322.0万 | 12.1万股 | -398股-0.33% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.31% | 1.36% | $1,287.6万 | 8.1万股 | $1,189.4万 | 8.1万股 | +25股+0.03% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.28% | 1.28% | $1,257.2万 | 8.0万股 | $1,121.7万 | 7.6万股 | +3,814股+5.04% | 加仓 |
 霍尼韦尔HON |
| 1.19% | 2.7% | $1,163.8万 | 5.2万股 | $2,363.5万 | 10.5万股 | -5.3万股-50.29% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.17% | — | $1,147.9万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 1.07% | 1.04% | $1,048.9万 | 14.7万股 | $909.5万 | 14.2万股 | +5,292股+3.73% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.67% | 0.74% | $654.8万 | 7.9万股 | $648.2万 | 7.9万股 | -241股-0.30% | 减仓 |
| IiShares安硕信托IYF |
| 0.64% | 0.67% | $632.2万 | 5.0万股 | $589.0万 | 5.0万股 | -482股-0.96% | 减仓 |
| S道富SLYG |
| 0.51% | 0.44% | $497.2万 | 4.2万股 | $383.9万 | 4.0万股 | +2,002股+5.04% | 加仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.5% | 0.52% | $492.8万 | 7.4万股 | $456.9万 | 7.4万股 | -580股-0.78% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.49% | 0.63% | $475.9万 | 9.0万股 | $550.0万 | 9.0万股 | -187股-0.21% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.48% | 0.47% | $468.5万 | 2.4万股 | $415.5万 | 2.3万股 | +1,166股+5.17% | 加仓 |
| IiShares安硕信托IWD |
| 0.47% | 0.47% | $462.7万 | 1.9万股 | $412.9万 | 1.9万股 | -240股-1.24% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.36% | 0.41% | $352.4万 | 7.8万股 | $358.4万 | 7.8万股 | -376股-0.48% | 减仓 |
| IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS |
| 0.33% | 0.3% | $322.5万 | 2.4万股 | $264.6万 | 2.2万股 | +1,256股+5.62% | 加仓 |
| IISHARES US CONSUMER DISCRETIONARY ETFIYC |
| 0.23% | 0.24% | $220.7万 | 2.2万股 | $211.8万 | 2.2万股 | -22股-0.10% | 减仓 |
| IISHARES U.S. INDUSTRIALSETFIYJ |
| 0.19% | 0.19% | $182.1万 | 1.1万股 | $163.9万 | 1.1万股 | -181股-1.63% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.16% | 0.15% | $155.4万 | 5,173股 | $128.4万 | 5,176股 | -3股-0.06% | 减仓 |
| SSPDR行业精选信托XLRE |
| 0.14% | 0.15% | $136.8万 | 3.1万股 | $127.2万 | 3.1万股 | -81股-0.26% | 减仓 |
| V先锋领航指数基金VB |
| 0.13% | 0.13% | $128.8万 | 4,250股 | $111.3万 | 4,250股 | 00.00% | 持仓不变 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.13% | 0.14% | $128.3万 | 2.5万股 | $126.6万 | 2.5万股 | -80股-0.32% | 减仓 |
| V先锋领航·MIDVO |
| 0.13% | 0.13% | $126.5万 | 1.6万股 | $111.7万 | 3,888股 | +1.2万股+303.86% | 加仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.12% | 0.12% | $120.0万 | 1.1万股 | $105.7万 | 1.1万股 | +1股+0.01% | 加仓 |
 泛林集团LRCX |
| 0.1% | 0.06% | $101.6万 | 2,345股 | $50.1万 | 2,345股 | 00.00% | 持仓不变 |
