| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 5.58% | 3.21% | $1.95亿 | 30.5万股 | $9,906.2万 | 30.1万股 | +3,470股+1.15% | 加仓 |
| KKARMANKRMN |
| 4.99% | 9.07% | $1.75亿 | 350.1万股 | $2.80亿 | 350.1万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 4.89% | 4.65% | $1.71亿 | 59.2万股 | $1.44亿 | 56.6万股 | +2.6万股+4.66% | 加仓 |
 博通AVGO |
| 4.75% | 4.98% | $1.66亿 | 44.0万股 | $1.54亿 | 49.7万股 | -5.7万股-11.40% | 减仓 |
 艾伯维ABBV |
| 3.49% | 3.39% | $1.22亿 | 48.6万股 | $1.05亿 | 48.2万股 | +3,553股+0.74% | 加仓 |
 微软MSFT |
| 3.05% | 3.32% | $1.07亿 | 28.6万股 | $1.03亿 | 27.7万股 | +9,111股+3.29% | 加仓 |
 礼来LLY |
| 3.04% | 2.2% | $1.06亿 | 8.9万股 | $6,802.9万 | 7.4万股 | +1.5万股+19.90% | 加仓 |
 默沙东MRK |
| 2.93% | 3.06% | $1.03亿 | 79.9万股 | $9,444.7万 | 78.5万股 | +1.4万股+1.72% | 加仓 |
 摩根大通JPM |
| 2.81% | 3.26% | $9,824.6万 | 30.0万股 | $1.01亿 | 34.2万股 | -4.2万股-12.32% | 减仓 |
| IiShares安硕信托ICSH |
| 2.47% | 3.16% | $8,642.4万 | 170.9万股 | $9,748.9万 | 192.6万股 | -21.7万股-11.28% | 减仓 |
 好市多COST |
| 2.22% | 2.69% | $7,785.1万 | 8.3万股 | $8,297.5万 | 8.3万股 | -52股-0.06% | 减仓 |
 摩根士丹利MS |
| 2.16% | 2.47% | $7,572.7万 | 36.2万股 | $7,631.2万 | 46.4万股 | -10.1万股-21.88% | 减仓 |
 雷神技术RTX |
| 2.13% | 2.4% | $7,462.4万 | 39.3万股 | $7,426.6万 | 38.5万股 | +8,319股+2.16% | 加仓 |
| SSPDR行业精选信托XLY |
| 2.09% | 4.1% | $7,329.7万 | 68.4万股 | $1.27亿 | 114.3万股 | -45.8万股-40.12% | 减仓 |
| C花旗集团C |
| 1.98% | 2.16% | $6,927.6万 | 49.5万股 | $6,668.1万 | 58.8万股 | -9.3万股-15.82% | 减仓 |
| WWATSCOWSO |
| 1.98% | 1.91% | $6,926.5万 | 16.6万股 | $5,916.6万 | 16.3万股 | +3,571股+2.20% | 加仓 |
 高盛GS |
| 1.95% | 2.06% | $6,839.0万 | 6.8万股 | $6,351.7万 | 7.5万股 | -7,459股-9.93% | 减仓 |
 家得宝HD |
| 1.93% | 2.05% | $6,773.6万 | 19.2万股 | $6,325.7万 | 19.2万股 | -275股-0.14% | 减仓 |
| FFASTENAL COMFAST |
| 1.93% | 2.11% | $6,748.2万 | 140.5万股 | $6,505.2万 | 140.2万股 | +3,009股+0.21% | 加仓 |
 金佰利KMB |
| 1.68% | — | $5,866.5万 | 53.4万股 | $0 | 0股 | +53.4万股 | 新买入 |
 麦当劳MCD |
| 1.64% | 2.12% | $5,725.4万 | 21.2万股 | $6,565.1万 | 21.1万股 | +570股+0.27% | 加仓 |
 PAYCHEX COMPAYX |
| 1.63% | 1.66% | $5,715.5万 | 58.1万股 | $5,120.5万 | 55.6万股 | +2.5万股+4.57% | 加仓 |
 通用动力GD |
| 1.62% | 1.73% | $5,679.7万 | 16.0万股 | $5,358.1万 | 15.6万股 | +4,220股+2.70% | 加仓 |
 REALTY INCOME COMO |
| 1.6% | — | $5,606.9万 | 90.5万股 | $0 | 0股 | +90.5万股 | 新买入 |
| WWEC ENERGY COMIDU |
| 1.49% | 1.66% | $5,230.5万 | 44.8万股 | $5,117.6万 | 44.2万股 | +5,881股+1.33% | 加仓 |
 林德LIN |
| 1.34% | 0.01% | $4,681.3万 | 9.0万股 | $20.3万 | 410股 | +9.0万股+21,902.20% | 加仓 |
 PRICE T ROWE COMTROW |
| 1.34% | 1.17% | $4,674.9万 | 41.1万股 | $3,610.3万 | 40.1万股 | +1.1万股+2.66% | 加仓 |
| IIBMIBM |
| 1.31% | 1.24% | $4,596.4万 | 16.3万股 | $3,826.3万 | 15.8万股 | +5,590股+3.54% | 加仓 |
 伊顿ETN |
| 1.17% | 0.82% | $4,082.3万 | 9.6万股 | $2,548.5万 | 7.1万股 | +2.5万股+34.46% | 加仓 |
 XCEL ENERGY COMXEL |
| 1.15% | 1.24% | $4,023.4万 | 50.1万股 | $3,842.7万 | 48.4万股 | +1.7万股+3.58% | 加仓 |
 CencoraCOR |
| 1.11% | 1.4% | $3,884.0万 | 13.7万股 | $4,337.9万 | 13.8万股 | -835股-0.60% | 减仓 |
 CINTAS COMCTAS |
| 0.96% | 1.08% | $3,346.9万 | 19.7万股 | $3,337.9万 | 19.7万股 | -565股-0.29% | 减仓 |
 雪佛龙CVX |
| 0.94% | 1.3% | $3,308.4万 | 20.0万股 | $4,026.3万 | 19.5万股 | +4,986股+2.56% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.91% | 0.8% | $3,171.6万 | 93.7万股 | $2,472.3万 | 84.9万股 | +8.9万股+10.43% | 加仓 |
 ONEOKOKE |
| 0.87% | 0.07% | $3,058.7万 | 35.2万股 | $213.5万 | 2.4万股 | +32.8万股+1,389.49% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.73% | 0.11% | $2,569.9万 | 3.4万股 | $350.7万 | 5,392股 | +2.9万股+538.24% | 加仓 |
 谷歌AGOOGL |
| 0.67% | 0.61% | $2,347.5万 | 6.6万股 | $1,873.0万 | 6.5万股 | +553股+0.85% | 加仓 |
 埃克森美孚XOM |
| 0.67% | 0.55% | $2,334.8万 | 17.1万股 | $1,700.9万 | 10.0万股 | +7.1万股+70.34% | 加仓 |
 康明斯CMI |
| 0.64% | 0.2% | $2,231.2万 | 3.1万股 | $633.1万 | 1.2万股 | +2.0万股+165.88% | 加仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.55% | 0.68% | $1,938.9万 | 38.3万股 | $2,095.1万 | 41.2万股 | -2.9万股-7.13% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.55% | 0.69% | $1,928.6万 | 38.1万股 | $2,146.7万 | 42.4万股 | -4.3万股-10.09% | 减仓 |
 亚马逊AMZN |
| 0.55% | 0.56% | $1,921.2万 | 8.1万股 | $1,741.9万 | 8.4万股 | -3,027股-3.62% | 减仓 |
 英伟达NVDA |
| 0.54% | 0.49% | $1,906.5万 | 9.5万股 | $1,527.7万 | 8.8万股 | +7,685股+8.77% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.5% | 0.33% | $1,739.9万 | 7.4万股 | $1,026.6万 | 4.8万股 | +2.6万股+54.05% | 加仓 |
 VisaV |
| 0.46% | 0.45% | $1,612.6万 | 4.7万股 | $1,400.2万 | 4.6万股 | +676股+1.46% | 加仓 |
| IiShares安硕信托AGG |
| 0.42% | 0.48% | $1,475.3万 | 14.9万股 | $1,467.6万 | 14.8万股 | +1,206股+0.82% | 加仓 |
 万事达MA |
| 0.42% | 0.4% | $1,460.9万 | 2.8万股 | $1,244.9万 | 2.5万股 | +3,530股+14.17% | 加仓 |
 美光科技MU |
| 0.41% | 0.24% | $1,430.1万 | 1.2万股 | $731.7万 | 2.2万股 | -9,268股-42.79% | 减仓 |
 穆迪MCO |
| 0.41% | 0.42% | $1,427.0万 | 3.2万股 | $1,299.4万 | 3.0万股 | +1,720股+5.77% | 加仓 |
| V先锋领航指数基金VOO |
| 0.39% | 0.36% | $1,374.9万 | 2.0万股 | $1,123.2万 | 1.9万股 | +1,223股+6.51% | 加仓 |
