 PALO ALTOPANW |
| 3.71% | 2.16% | $1,013.1万 | 3.0万股 | $516.1万 | 3.2万股 | -2,482股-7.71% | 减仓 |
 微软MSFT |
| 3.46% | 3.46% | $945.8万 | 2.5万股 | $825.9万 | 2.2万股 | +3,046股+13.65% | 加仓 |
 亚马逊AMZN |
| 3.42% | 3.38% | $935.1万 | 3.9万股 | $809.0万 | 3.9万股 | +386股+0.99% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.9% | 2.9% | $792.7万 | 2.2万股 | $693.7万 | 2.4万股 | -1,746股-7.22% | 减仓 |
 GE VernovaGEV |
| 2.75% | 2.4% | $750.6万 | 6,392股 | $573.0万 | 6,564股 | -172股-2.62% | 减仓 |
| T赛默飞世尔TMO |
| 2.67% | 2.5% | $730.6万 | 1.5万股 | $597.1万 | 1.2万股 | +2,423股+19.95% | 加仓 |
 VisaV |
| 2.52% | 2.39% | $689.2万 | 2.0万股 | $570.8万 | 1.9万股 | +1,202股+6.36% | 加仓 |
 AMETEK COMAME |
| 2.45% | 2.4% | $668.6万 | 2.8万股 | $573.5万 | 2.7万股 | +877股+3.28% | 加仓 |
 林德LIN |
| 2.33% | 2.4% | $635.3万 | 1.2万股 | $574.3万 | 1.2万股 | +660股+5.70% | 加仓 |
 雷神技术RTX |
| 2.14% | 2.45% | $584.9万 | 3.1万股 | $584.8万 | 3.0万股 | +517股+1.71% | 加仓 |
 QUANTA SVCSPWR |
| 2.11% | 1.81% | $577.1万 | 8,015股 | $433.6万 | 7,898股 | +117股+1.48% | 加仓 |
 博通AVGO |
| 2.11% | 1.51% | $575.8万 | 1.5万股 | $360.1万 | 1.2万股 | +3,609股+31.02% | 加仓 |
 DANAHER DEL COMDHR |
| 2.08% | 1.82% | $567.3万 | 3.0万股 | $435.9万 | 2.3万股 | +6,790股+29.54% | 加仓 |
 安费诺APH |
| 2.05% | 1.24% | $561.0万 | 3.2万股 | $297.1万 | 2.4万股 | +8,317股+35.37% | 加仓 |
| IIBMIBM |
| 2.01% | 2.02% | $547.8万 | 1.9万股 | $482.3万 | 2.0万股 | -414股-2.08% | 减仓 |
 迈威尔MRVL |
| 2% | 1.92% | $545.6万 | 1.8万股 | $457.8万 | 4.6万股 | -2.8万股-60.33% | 减仓 |
 谷歌AGOOGL |
| 1.85% | 2.1% | $505.1万 | 1.4万股 | $501.7万 | 1.7万股 | -3,312股-18.98% | 减仓 |
 LITTELFUSELFUS |
| 1.65% | 1.61% | $450.7万 | 9,901股 | $385.8万 | 1.1万股 | -1,467股-12.90% | 减仓 |
| AAPTUS DEFINED RISK ETFDRSK |
| 1.63% | 1.49% | $444.6万 | 15.5万股 | $354.9万 | 13.0万股 | +2.5万股+19.07% | 加仓 |
 苹果AAPL |
| 1.58% | 1.74% | $430.4万 | 1.5万股 | $416.5万 | 1.6万股 | -1,539股-9.38% | 减仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 1.57% | 1.34% | $427.6万 | 9.3万股 | $319.5万 | 7.6万股 | +1.7万股+21.72% | 加仓 |
 恩智浦NXPI |
| 1.51% | 1.39% | $412.8万 | 1.5万股 | $332.4万 | 1.7万股 | -2,193股-12.99% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.49% | 1.53% | $408.1万 | 1.2万股 | $365.1万 | 1.3万股 | -1,270股-9.82% | 减仓 |
| J骏利亨德森JAAA |
| 1.46% | 0.99% | $398.8万 | 7.9万股 | $237.6万 | 4.7万股 | +3.2万股+67.44% | 加仓 |
 迪尔DE |
| 1.43% | 1.64% | $390.0万 | 6,149股 | $392.6万 | 6,969股 | -820股-11.77% | 减仓 |
| DDOUBLELINE MORTGAGE ETFDMBS |
| 1.41% | 1.08% | $383.9万 | 7.8万股 | $257.9万 | 5.2万股 | +2.6万股+49.71% | 加仓 |
 ServiceNowNOW |
| 1.36% | 1.03% | $372.2万 | 3.7万股 | $247.4万 | 2.4万股 | +1.4万股+58.44% | 加仓 |
 LOWES COS COMLOW |
| 1.35% | 1.72% | $367.9万 | 1.7万股 | $410.2万 | 1.7万股 | -676股-3.89% | 减仓 |
 沃尔玛WMT |
| 1.33% | 1.11% | $362.7万 | 3.2万股 | $265.2万 | 2.1万股 | +1.1万股+50.07% | 加仓 |
| FFARMERS & MERCHANTS BANCORPFMAO |
| 1.3% | 1.32% | $354.3万 | 11.6万股 | $315.9万 | 12.3万股 | -7,201股-5.85% | 减仓 |
 优步UBER |
| 1.22% | 1.22% | $333.8万 | 4.6万股 | $291.8万 | 4.1万股 | +5,672股+13.98% | 加仓 |
| AANGEL OAK FUNDS TRUSTCARY |
| 1.2% | 1.24% | $328.5万 | 15.8万股 | $296.5万 | 14.3万股 | +1.5万股+10.77% | 加仓 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 1.19% | 0.83% | $325.9万 | 6.6万股 | $197.5万 | 4.0万股 | +2.6万股+65.50% | 加仓 |
 艾伯维ABBV |
| 1.17% | 1% | $320.9万 | 1.3万股 | $238.0万 | 1.1万股 | +1,811股+16.55% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 1% | 1.08% | $273.3万 | 2.7万股 | $257.6万 | 3.0万股 | -3,214股-10.69% | 减仓 |
 摩根大通JPM |
| 0.99% | 1.04% | $270.0万 | 8,250股 | $249.5万 | 8,481股 | -231股-2.72% | 减仓 |
| CCRA INTLCRAI |
| 0.89% | 0.89% | $242.5万 | 1.7万股 | $212.4万 | 1.3万股 | +3,919股+29.86% | 加仓 |
| EETF系列解决方案OSCV |
| 0.88% | 0.75% | $239.4万 | 5.7万股 | $180.2万 | 4.6万股 | +1.1万股+24.21% | 加仓 |
 Arista网络ANET |
| 0.83% | 0.6% | $227.2万 | 1.3万股 | $143.8万 | 1.2万股 | +1,661股+14.18% | 加仓 |
| CCHEMED NEWCHE |
| 0.81% | 0.62% | $220.1万 | 4,726股 | $148.0万 | 3,917股 | +809股+20.65% | 加仓 |
| CCAPITAL NEW GEOGRAPHYCGNG |
| 0.77% | 0.64% | $210.5万 | 5.6万股 | $152.3万 | 4.8万股 | +7,931股+16.44% | 加仓 |
| IiShares安硕信托DGRO |
| 0.72% | 0.67% | $196.4万 | 2.6万股 | $159.8万 | 2.3万股 | +3,152股+13.85% | 加仓 |
 卡特彼勒CAT |
| 0.69% | 0.94% | $189.3万 | 1,778股 | $224.7万 | 3,172股 | -1,394股-43.95% | 减仓 |
 英伟达NVDA |
| 0.68% | 0.55% | $185.4万 | 9,266股 | $131.4万 | 7,536股 | +1,730股+22.96% | 加仓 |
| S道富SPYM |
| 0.67% | 0.58% | $183.6万 | 2.1万股 | $139.4万 | 1.8万股 | +2,679股+14.71% | 加仓 |
 礼来LLY |
| 0.65% | 0.62% | $178.8万 | 1,491股 | $148.3万 | 1,612股 | -121股-7.51% | 减仓 |
 联合包裹UPSUPS |
| 0.64% | 0.6% | $174.5万 | 1.6万股 | $143.8万 | 1.5万股 | +1,613股+11.03% | 加仓 |
| J摩根大通交易所交易基金JPIN |
| 0.63% | 0.53% | $173.2万 | 2.4万股 | $125.8万 | 1.8万股 | +6,298股+35.67% | 加仓 |
 戴蒙德能源FANG |
| 0.63% | 0.65% | $172.8万 | 9,828股 | $154.7万 | 7,823股 | +2,005股+25.63% | 加仓 |
| WWISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUNDIQDG |
| 0.63% | 0.51% | $171.3万 | 4.0万股 | $121.0万 | 3.0万股 | +9,622股+31.93% | 加仓 |
