| AAlphabet Inc Class CGOOG |
| 7.93% | 7.54% | $6,164.9万 | 17.4万股 | $5,130.0万 | 17.9万股 | -4,353股-2.43% | 减仓 |
 泛林集团LRCX |
| 7.73% | 4.44% | $6,011.0万 | 13.9万股 | $3,024.1万 | 14.2万股 | -2,822股-1.99% | 减仓 |
 博通AVGO |
| 5.42% | 5.16% | $4,214.3万 | 11.2万股 | $3,512.9万 | 11.4万股 | -1,938股-1.71% | 减仓 |
 英伟达NVDA |
| 4.2% | 4.09% | $3,263.7万 | 16.3万股 | $2,785.2万 | 16.0万股 | +3,413股+2.14% | 加仓 |
 微软MSFT |
| 4.08% | 4.48% | $3,175.9万 | 8.5万股 | $3,046.4万 | 8.2万股 | +2,843股+3.45% | 加仓 |
 苹果AAPL |
| 4.02% | 4.09% | $3,124.2万 | 10.8万股 | $2,781.3万 | 11.0万股 | -1,623股-1.48% | 减仓 |
 亚马逊AMZN |
| 3.84% | 3.55% | $2,987.1万 | 12.5万股 | $2,418.8万 | 11.6万股 | +9,193股+7.92% | 加仓 |
 Arista网络ANET |
| 3.05% | 2.48% | $2,373.2万 | 14.0万股 | $1,688.9万 | 13.8万股 | +2,145股+1.56% | 加仓 |
 礼来LLY |
| 2.86% | 2.52% | $2,222.7万 | 1.9万股 | $1,715.6万 | 1.9万股 | -122股-0.65% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 2.69% | 2.88% | $2,094.9万 | 8.5万股 | $1,960.2万 | 9.4万股 | -9,116股-9.68% | 减仓 |
 VisaV |
| 2.36% | 2.33% | $1,831.2万 | 5.3万股 | $1,588.3万 | 5.3万股 | +823股+1.57% | 加仓 |
 雷神技术RTX |
| 2.11% | 2.47% | $1,643.7万 | 8.7万股 | $1,680.1万 | 8.7万股 | -463股-0.53% | 减仓 |
 卡特彼勒CAT |
| 2.07% | 1.69% | $1,609.6万 | 1.5万股 | $1,147.4万 | 1.6万股 | -1,080股-6.67% | 减仓 |
| V先锋领航指数基金VOO |
| 2.05% | 2.1% | $1,590.2万 | 2.3万股 | $1,427.5万 | 2.4万股 | -737股-3.08% | 减仓 |
| WWATSCOWSO |
| 1.84% | 1.82% | $1,434.5万 | 3.4万股 | $1,240.5万 | 3.4万股 | +325股+0.95% | 加仓 |
| T赛默飞世尔TMO |
| 1.83% | 2.08% | $1,424.1万 | 2.8万股 | $1,412.1万 | 2.9万股 | -324股-1.13% | 减仓 |
 德州仪器TXN |
| 1.79% | 1.33% | $1,391.1万 | 4.7万股 | $906.6万 | 4.7万股 | -30股-0.06% | 减仓 |
 标普全球SPGI |
| 1.79% | 1.94% | $1,388.4万 | 3.4万股 | $1,321.6万 | 3.1万股 | +3,019股+9.72% | 加仓 |
 Meta平台META |
| 1.73% | 1.75% | $1,346.9万 | 2.4万股 | $1,192.9万 | 2.1万股 | +3,060股+14.68% | 加仓 |
 贝莱德·INC COMBLK |
| 1.63% | 1.85% | $1,266.6万 | 1.3万股 | $1,260.3万 | 1.3万股 | +67股+0.51% | 加仓 |
 强生JNJ |
| 1.46% | 1.63% | $1,132.6万 | 4.5万股 | $1,111.3万 | 4.5万股 | -868股-1.91% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.42% | 1.22% | $1,107.5万 | 13.4万股 | $830.0万 | 10.0万股 | +3.4万股+33.59% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.38% | 1.32% | $1,072.3万 | 8.1万股 | $897.4万 | 7.9万股 | +1,993股+2.53% | 加仓 |
 达登饭店DRI |
| 1.34% | 1.45% | $1,044.5万 | 5.1万股 | $988.0万 | 5.0万股 | +300股+0.60% | 加仓 |
| IiShares安硕信托IBMQ |
| 1.32% | 1.45% | $1,029.1万 | 40.2万股 | $987.1万 | 38.7万股 | +1.6万股+4.05% | 加仓 |
 康菲石油COP |
| 1.25% | 1.83% | $973.1万 | 9.4万股 | $1,242.3万 | 9.4万股 | -506股-0.54% | 减仓 |
| IiShares安硕信托IBMP |
| 1.24% | 1.39% | $961.8万 | 37.8万股 | $942.5万 | 37.0万股 | +7,855股+2.12% | 加仓 |
 新思科技SNPS |
| 1.18% | 1.04% | $919.0万 | 2.1万股 | $710.3万 | 1.8万股 | +2,688股+15.01% | 加仓 |
| V先锋领航白厅基金VYM |
| 1.12% | 1.27% | $872.7万 | 5.5万股 | $862.7万 | 5.8万股 | -3,025股-5.19% | 减仓 |
 摩根大通JPM |
| 1.11% | 1.22% | $865.5万 | 2.6万股 | $828.0万 | 2.8万股 | -1,706股-6.06% | 减仓 |
| IiShares安硕信托IBMO |
| 1.07% | 1.22% | $831.8万 | 32.4万股 | $830.2万 | 32.4万股 | +480股+0.15% | 加仓 |
 空气化工APD |
| 1.05% | 1.24% | $815.5万 | 2.8万股 | $846.5万 | 2.9万股 | -1,324股-4.54% | 减仓 |
| IiShares安硕信托IBMR |
| 1.04% | 1.06% | $811.5万 | 32.0万股 | $723.5万 | 28.5万股 | +3.4万股+11.98% | 加仓 |
 家得宝HD |
| 1.04% | 1.19% | $809.2万 | 2.3万股 | $808.1万 | 2.5万股 | -1,630股-6.63% | 减仓 |
 RPM INTLRPM |
| 1.03% | — | $803.2万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 沃尔玛WMT |
| 0.95% | 1.22% | $740.4万 | 6.5万股 | $831.8万 | 6.7万股 | -1,557股-2.33% | 减仓 |
 L3哈里斯LHX |
| 0.93% | 1.23% | $724.4万 | 2.5万股 | $840.4万 | 2.4万股 | +580股+2.38% | 加仓 |
 麦当劳MCD |
| 0.87% | 1.15% | $676.1万 | 2.5万股 | $784.9万 | 2.5万股 | -243股-0.96% | 减仓 |
| PPROLOGIS COMPLD |
| 0.85% | 0.93% | $660.9万 | 4.9万股 | $632.5万 | 4.8万股 | +930股+1.94% | 加仓 |
 好市多COST |
| 0.82% | 0.98% | $636.5万 | 6,804股 | $669.1万 | 6,715股 | +89股+1.33% | 加仓 |
 可口可乐KO |
| 0.75% | 0.8% | $585.9万 | 7.2万股 | $544.3万 | 7.2万股 | +511股+0.71% | 加仓 |
 雅培ABT |
| 0.72% | 0.92% | $561.7万 | 6.2万股 | $625.4万 | 6.1万股 | +997股+1.64% | 加仓 |
| CCACTUSWHD |
| 0.71% | 0.74% | $548.6万 | 10.7万股 | $506.6万 | 10.7万股 | +130股+0.12% | 加仓 |
 杜克能源DUK |
| 0.7% | 0.81% | $543.6万 | 4.3万股 | $554.4万 | 4.2万股 | +604股+1.43% | 加仓 |
 史赛克SYK |
| 0.68% | 0.78% | $528.7万 | 1.7万股 | $533.0万 | 1.6万股 | +571股+3.52% | 加仓 |
 宝洁PG |
| 0.66% | 0.74% | $515.8万 | 3.5万股 | $502.6万 | 3.5万股 | +375股+1.08% | 加仓 |
 星座能源CEG |
| 0.64% | 0.55% | $495.0万 | 2.0万股 | $374.6万 | 1.3万股 | +6,515股+48.57% | 加仓 |
| V先锋领航指数基金VUG |
| 0.6% | 0.61% | $468.5万 | 5.4万股 | $414.8万 | 9,497股 | +4.5万股+472.75% | 加仓 |
 雪佛龙CVX |
| 0.54% | 0.77% | $418.4万 | 2.5万股 | $520.8万 | 2.5万股 | +70股+0.28% | 加仓 |
| V先锋领航指数基金VBK |
| 0.53% | 0.52% | $410.6万 | 1.1万股 | $351.3万 | 1.2万股 | -393股-3.38% | 减仓 |
