 英伟达NVDA |
| 5.29% | 5.62% | $5,311.8万 | 26.5万股 | $4,736.5万 | 27.2万股 | -6,115股-2.25% | 减仓 |
 苹果AAPL |
| 3.84% | 4.05% | $3,862.5万 | 13.3万股 | $3,413.4万 | 13.4万股 | -1,013股-0.75% | 减仓 |
| B贝莱德ETF信托BAI |
| 3.58% | 2.59% | $3,600.5万 | 68.3万股 | $2,181.5万 | 66.2万股 | +2.1万股+3.15% | 加仓 |
 科磊KLAC |
| 3.5% | 2.2% | $3,519.2万 | 11.7万股 | $1,850.1万 | 1.3万股 | +10.4万股+828.32% | 加仓 |
| IiShares安硕信托IVV |
| 3.23% | 3.45% | $3,244.0万 | 4.3万股 | $2,907.9万 | 4.5万股 | -1,199股-2.69% | 减仓 |
| B贝莱德ETF信托DYNF |
| 3% | 3.08% | $3,016.7万 | 44.4万股 | $2,595.1万 | 44.6万股 | -2,470股-0.55% | 减仓 |
| IiShares安硕信托ITOT |
| 2.71% | 2.86% | $2,722.5万 | 16.6万股 | $2,408.8万 | 16.9万股 | -3,388股-2.00% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.71% | 2.29% | $2,719.9万 | 10.8万股 | $1,932.3万 | 10.7万股 | +1,324股+1.24% | 加仓 |
 应用材料AMAT |
| 2.65% | 1.54% | $2,664.4万 | 3.7万股 | $1,300.6万 | 3.8万股 | -1,200股-3.15% | 减仓 |
| CCOVENANT LOGISTICSCVLG |
| 2.57% | 1.87% | $2,583.9万 | 58.5万股 | $1,576.1万 | 58.1万股 | +4,338股+0.75% | 加仓 |
| IiShares安硕信托IVW |
| 2.49% | 2.24% | $2,506.4万 | 18.2万股 | $1,889.1万 | 16.7万股 | +1.5万股+9.12% | 加仓 |
 谷歌AGOOGL |
| 2.01% | 2.01% | $2,023.5万 | 5.7万股 | $1,692.1万 | 5.9万股 | -2,224股-3.78% | 减仓 |
 微软MSFT |
| 1.71% | 2.05% | $1,723.4万 | 4.6万股 | $1,724.5万 | 4.7万股 | -385股-0.83% | 减仓 |
 QUANTA SVCSPWR |
| 1.62% | 1.63% | $1,628.3万 | 2.3万股 | $1,375.1万 | 2.5万股 | -2,432股-9.71% | 减仓 |
 思科CSCO |
| 1.61% | 1.28% | $1,617.8万 | 13.8万股 | $1,075.0万 | 13.9万股 | -817股-0.59% | 减仓 |
 博通AVGO |
| 1.6% | 1.61% | $1,612.8万 | 4.3万股 | $1,352.4万 | 4.4万股 | -1,001股-2.29% | 减仓 |
| V先锋领航全球基金VGT |
| 1.44% | 1.23% | $1,442.4万 | 12.1万股 | $1,035.5万 | 1.5万股 | +10.6万股+713.19% | 加仓 |
 摩根大通JPM |
| 1.38% | 1.5% | $1,388.1万 | 4.2万股 | $1,264.8万 | 4.3万股 | -589股-1.37% | 减仓 |
 UNITED RENTALSURI |
| 1.35% | 1.06% | $1,358.7万 | 1.2万股 | $893.3万 | 1.2万股 | -268股-2.19% | 减仓 |
| GGlobal X基金SHLD |
| 1.33% | 1.62% | $1,340.2万 | 22.4万股 | $1,364.6万 | 19.3万股 | +3.2万股+16.52% | 加仓 |
| B贝莱德ETF信托CORO |
| 1.27% | — | $1,280.3万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
 高盛GS |
| 1.14% | 1.2% | $1,148.7万 | 1.1万股 | $1,013.5万 | 1.2万股 | -622股-5.19% | 减仓 |
 康明斯CMI |
| 1.14% | 1.06% | $1,142.5万 | 1.6万股 | $891.3万 | 1.7万股 | -548股-3.31% | 减仓 |
| G通用动力VTI |
| 1.11% | 1.15% | $1,111.5万 | 3.0万股 | $964.8万 | 3.0万股 | -37股-0.12% | 减仓 |
 亚马逊AMZN |
| 1.1% | 1.03% | $1,101.9万 | 4.6万股 | $865.9万 | 4.2万股 | +4,659股+11.21% | 加仓 |
 西屋制动WAB |
| 1.06% | 1.18% | $1,061.6万 | 3.9万股 | $989.9万 | 4.0万股 | -229股-0.58% | 减仓 |
 Meta平台META |
| 1.05% | 1.27% | $1,055.1万 | 1.9万股 | $1,068.7万 | 1.9万股 | +50股+0.27% | 加仓 |
| IiShares安硕信托AOA |
| 1.05% | 1.18% | $1,052.5万 | 10.8万股 | $991.9万 | 11.2万股 | -4,254股-3.79% | 减仓 |
 沃尔玛WMT |
| 1% | 1.33% | $1,007.0万 | 8.9万股 | $1,119.0万 | 9.0万股 | -1,131股-1.26% | 减仓 |
 可口可乐KO |
| 0.98% | 1.12% | $986.2万 | 12.1万股 | $941.5万 | 12.4万股 | -2,451股-1.98% | 减仓 |
 MCKESSON COMMCK |
| 0.94% | 1.28% | $942.9万 | 1.2万股 | $1,075.1万 | 1.2万股 | +54股+0.43% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.9% | 1.11% | $906.4万 | 3.5万股 | $936.3万 | 3.8万股 | -3,094股-8.16% | 减仓 |
| V先锋领航债券指数基金BIV |
| 0.89% | 1.07% | $897.7万 | 11.7万股 | $899.5万 | 11.7万股 | +499股+0.43% | 加仓 |
 PULTEPHM |
| 0.88% | 0.91% | $889.2万 | 6.5万股 | $762.7万 | 6.5万股 | -42股-0.06% | 减仓 |
| AAPPLOVINAPP |
| 0.82% | 0.73% | $820.5万 | 1.6万股 | $616.9万 | 1.5万股 | +426股+2.75% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 0.8% | 0.74% | $800.9万 | 2.2万股 | $620.2万 | 1.9万股 | +2,391股+12.26% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.77% | 0.74% | $770.0万 | 2.2万股 | $627.0万 | 2.2万股 | -63股-0.29% | 减仓 |
 因赛特INCY |
| 0.73% | 0.72% | $735.6万 | 6.5万股 | $604.7万 | 6.4万股 | +645股+1.00% | 加仓 |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.72% | 0.08% | $726.7万 | 15.0万股 | $63.6万 | 1.3万股 | +13.7万股+1,030.39% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.7% | 0.58% | $706.3万 | 3.7万股 | $492.1万 | 3.7万股 | +43股+0.12% | 加仓 |
 家得宝HD |
| 0.7% | 0.78% | $701.3万 | 2.0万股 | $659.0万 | 2.0万股 | -151股-0.75% | 减仓 |
 DANAHER DEL COMDHR |
| 0.68% | 0.81% | $685.6万 | 3.6万股 | $686.3万 | 3.6万股 | -202股-0.56% | 减仓 |
 雪佛龙CVX |
| 0.66% | 0.99% | $665.9万 | 4.0万股 | $835.1万 | 4.0万股 | -191股-0.47% | 减仓 |
| IiShares安硕信托IQLT |
| 0.66% | 0.75% | $663.6万 | 13.4万股 | $629.7万 | 13.6万股 | -2,290股-1.68% | 减仓 |
| IIBMIBM |
| 0.65% | 0.67% | $657.5万 | 2.3万股 | $564.8万 | 2.3万股 | +80股+0.34% | 加仓 |
 阿默普莱斯AMP |
| 0.65% | 0.75% | $652.8万 | 1.4万股 | $634.3万 | 1.4万股 | -44股-0.31% | 减仓 |
| T赛默飞世尔TMO |
| 0.62% | 0.73% | $627.1万 | 1.3万股 | $617.5万 | 1.3万股 | -56股-0.45% | 减仓 |
 强生JNJ |
| 0.62% | 0.71% | $618.1万 | 2.4万股 | $596.6万 | 2.4万股 | -68股-0.28% | 减仓 |
| BBANK OF AMERBAC |
| 0.6% | 0.62% | $603.2万 | 10.6万股 | $519.3万 | 10.7万股 | -664股-0.62% | 减仓 |
 美光科技MU |
| 0.6% | 0.04% | $601.2万 | 5,208股 | $31.5万 | 933股 | +4,275股+458.20% | 加仓 |
