| SSPDR道富系列信托BIL |
| 8.15% | — | $1.00亿 | 109.3万股 | $0 | 0股 | +109.3万股 | 新买入 |
 安费诺APH |
| 4.73% | 8.81% | $5,823.8万 | 33.0万股 | $4,785.2万 | 37.9万股 | -4.8万股-12.79% | 减仓 |
 GE航空GE |
| 4.3% | 8.1% | $5,295.3万 | 14.2万股 | $4,402.2万 | 15.5万股 | -1.3万股-8.67% | 减仓 |
 德州仪器TXN |
| 4.17% | 6.63% | $5,126.0万 | 17.2万股 | $3,601.7万 | 18.6万股 | -1.4万股-7.30% | 减仓 |
 史赛克SYK |
| 4.03% | 6.71% | $4,953.6万 | 15.7万股 | $3,648.3万 | 11.1万股 | +4.6万股+41.71% | 加仓 |
 PALO ALTOPANW |
| 3.92% | 7.8% | $4,819.8万 | 14.1万股 | $4,240.0万 | 26.4万股 | -12.3万股-46.56% | 减仓 |
 嘉信理财SCHW |
| 3.56% | 8.94% | $4,380.1万 | 47.5万股 | $4,859.9万 | 51.7万股 | -4.2万股-8.20% | 减仓 |
 微软MSFT |
| 3.46% | 8.3% | $4,254.1万 | 11.4万股 | $4,508.7万 | 12.2万股 | -7,757股-6.37% | 减仓 |
 ServiceNowNOW |
| 3.38% | — | $4,158.1万 | 41.9万股 | $0 | 0股 | +41.9万股 | 新买入 |
 FEDERAL SIGNALFSS |
| 3.32% | — | $4,078.6万 | 31.7万股 | $0 | 0股 | +31.7万股 | 新买入 |
 CRANECR |
| 3.31% | 6.64% | $4,075.3万 | 18.3万股 | $3,608.3万 | 21.1万股 | -2.8万股-13.42% | 减仓 |
| SSPX TECHNOLOGIESSPXC |
| 3.24% | — | $3,981.0万 | 16.2万股 | $0 | 0股 | +16.2万股 | 新买入 |
 林德LIN |
| 3.23% | — | $3,974.1万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
| FFORGENT POWER SOLUTIONSFPS |
| 3.22% | — | $3,965.4万 | 71.0万股 | $0 | 0股 | +71.0万股 | 新买入 |
| GGUIDEWIRE SOFTWAREGWRE |
| 3.18% | — | $3,908.9万 | 31.8万股 | $0 | 0股 | +31.8万股 | 新买入 |
 特灵科技TT |
| 3.14% | — | $3,857.7万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 亚马逊AMZN |
| 3.13% | 6.58% | $3,853.0万 | 16.2万股 | $3,578.5万 | 17.2万股 | -1.0万股-5.91% | 减仓 |
 Arista网络ANET |
| 3.11% | 6.15% | $3,826.3万 | 22.5万股 | $3,342.5万 | 27.2万股 | -4.7万股-17.26% | 减仓 |
 博通AVGO |
| 3.1% | — | $3,817.1万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
 优步UBER |
| 3.09% | — | $3,802.4万 | 52.7万股 | $0 | 0股 | +52.7万股 | 新买入 |
 直觉外科ISRG |
| 2.61% | — | $3,214.8万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| BBADGER METERBMI |
| 2.43% | — | $2,991.8万 | 20.2万股 | $0 | 0股 | +20.2万股 | 新买入 |
 AECOMACM |
| 2.35% | — | $2,894.4万 | 41.5万股 | $0 | 0股 | +41.5万股 | 新买入 |
 卡特彼勒CAT |
| 1.18% | 1.86% | $1,452.7万 | 1.4万股 | $1,009.6万 | 1.4万股 | -609股-4.27% | 减仓 |
| IiShares安硕信托SGOV |
| 1.11% | — | $1,364.8万 | 13.6万股 | $0 | 0股 | +13.6万股 | 新买入 |
 苹果AAPL |
| 1.09% | 2.13% | $1,335.0万 | 4.6万股 | $1,159.2万 | 4.6万股 | +460股+1.01% | 加仓 |
| IiShares安硕信托IVV |
| 0.94% | 0.76% | $1,154.6万 | 1.5万股 | $414.9万 | 6,351股 | +9,066股+142.75% | 加仓 |
 摩根大通JPM |
| 0.79% | — | $976.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 江森自控JCI |
| 0.7% | — | $862.6万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 美国合众银行USB |
| 0.61% | 1.23% | $755.8万 | 12.5万股 | $669.3万 | 12.9万股 | -3,556股-2.76% | 减仓 |
 美国运通AXP |
| 0.58% | 1.12% | $711.5万 | 2.1万股 | $606.8万 | 2.0万股 | +975股+4.86% | 加仓 |
 高盛GS |
| 0.56% | — | $683.6万 | 6,759股 | $0 | 0股 | +6,759股 | 新买入 |
 强生JNJ |
| 0.53% | 1.16% | $651.7万 | 2.6万股 | $633.1万 | 2.6万股 | -237股-0.92% | 减仓 |
 VisaV |
| 0.52% | — | $643.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 宝洁PG |
| 0.52% | 1.24% | $641.7万 | 4.4万股 | $674.2万 | 4.7万股 | -2,915股-6.24% | 减仓 |
 贝莱德·INC COMBLK |
| 0.47% | — | $579.6万 | 6,028股 | $0 | 0股 | +6,028股 | 新买入 |
 WASTE MGMT DELWM |
| 0.46% | — | $571.1万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 默沙东MRK |
| 0.46% | — | $566.2万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 可口可乐KO |
| 0.45% | 0.96% | $553.1万 | 6.8万股 | $522.0万 | 6.9万股 | -591股-0.86% | 减仓 |
 雪佛龙CVX |
| 0.44% | 1.25% | $540.9万 | 3.3万股 | $681.2万 | 3.3万股 | -290股-0.88% | 减仓 |
| PPUTNAM ETF TRUSTPVAL |
| 0.43% | 0.33% | $526.2万 | 10.3万股 | $180.5万 | 3.9万股 | +6.4万股+165.48% | 加仓 |
| Q高通QCOM |
| 0.41% | 0.69% | $504.1万 | 2.7万股 | $374.5万 | 2.9万股 | -1,796股-6.18% | 减仓 |
 家得宝HD |
| 0.39% | 0.87% | $474.3万 | 1.3万股 | $473.9万 | 1.4万股 | -959股-6.66% | 减仓 |
 联合健康UNH |
| 0.38% | — | $467.7万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 麦当劳MCD |
| 0.37% | 0.95% | $452.9万 | 1.7万股 | $515.7万 | 1.7万股 | +159股+0.96% | 加仓 |
| F富达Covington信托FFLC |
| 0.37% | 0.29% | $452.2万 | 7.7万股 | $157.8万 | 3.1万股 | +4.6万股+149.45% | 加仓 |
 芝加哥商品交易所CME |
| 0.36% | — | $441.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.34% | 0.21% | $421.7万 | 5.0万股 | $114.3万 | 1.5万股 | +3.5万股+230.76% | 加仓 |
| V先锋领航指数基金VOO |
| 0.28% | 0.44% | $341.2万 | 4,968股 | $240.5万 | 4,025股 | +943股+23.43% | 加仓 |
 PAYCHEX COMPAYX |
| 0.27% | 0.55% | $326.6万 | 3.3万股 | $296.9万 | 3.2万股 | +979股+3.04% | 加仓 |
