| SSPDR标普500 ETFSPY |
| 59.07% | 56.09% | $8.99亿 | 120.4万股 | $7.83亿 | 120.4万股 | -244股-0.02% | 减仓 |
| S道富XLI |
| 4.18% | 3.96% | $6,368.0万 | 34.4万股 | $5,535.4万 | 34.2万股 | +1,953股+0.57% | 加仓 |
 英伟达NVDA |
| 3.52% | 3.4% | $5,355.4万 | 26.8万股 | $4,746.0万 | 27.2万股 | -4,363股-1.60% | 减仓 |
 苹果AAPL |
| 3.1% | 3.05% | $4,714.9万 | 16.3万股 | $4,253.3万 | 16.8万股 | -4,448股-2.65% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.71% | 2.41% | $4,121.7万 | 11.7万股 | $3,359.7万 | 11.7万股 | -358股-0.31% | 减仓 |
| SSPDR行业精选信托XLP |
| 1.75% | 2.3% | $2,666.8万 | 40.0万股 | $3,206.5万 | 39.1万股 | +8,777股+2.24% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.41% | 1.79% | $2,142.4万 | 40.4万股 | $2,495.9万 | 40.7万股 | -3,193股-0.78% | 减仓 |
 博通AVGO |
| 1.3% | 1.15% | $1,986.4万 | 5.3万股 | $1,605.1万 | 5.2万股 | +688股+1.33% | 加仓 |
 微软MSFT |
| 1.2% | 2.19% | $1,831.3万 | 8.2万股 | $3,055.6万 | 8.3万股 | -375股-0.45% | 减仓 |
 亚马逊AMZN |
| 1.06% | 1.55% | $1,612.6万 | 10.8万股 | $2,169.1万 | 10.4万股 | +3,414股+3.28% | 加仓 |
 美光科技MU |
| 0.94% | 0.3% | $1,436.0万 | 1.2万股 | $415.5万 | 1.2万股 | +146股+1.19% | 加仓 |
 Meta平台META |
| 0.9% | 0.99% | $1,366.9万 | 2.4万股 | $1,384.2万 | 2.4万股 | +85股+0.35% | 加仓 |
| SSPDR行业精选信托XLRE |
| 0.74% | 0.83% | $1,121.5万 | 29.4万股 | $1,164.5万 | 28.5万股 | +8,663股+3.04% | 加仓 |
| SSPDR行业精选信托XLU |
| 0.71% | 1.12% | $1,078.6万 | 34.3万股 | $1,560.1万 | 34.0万股 | +2,710股+0.80% | 加仓 |
 AMD超威AMD |
| 0.7% | 0.26% | $1,058.4万 | 1.8万股 | $366.6万 | 1.8万股 | +195股+1.08% | 加仓 |
 礼来LLY |
| 0.69% | 0.58% | $1,049.4万 | 8,752股 | $805.0万 | 8,752股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.67% | 0.7% | $1,017.2万 | 2.0万股 | $974.9万 | 2.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.64% | 0.66% | $976.2万 | 3.0万股 | $918.0万 | 3.1万股 | -1,352股-4.33% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.59% | 0.89% | $901.7万 | 25.8万股 | $1,244.1万 | 24.9万股 | +9,233股+3.71% | 加仓 |
 特斯拉TSLA |
| 0.49% | 0.83% | $741.6万 | 3.1万股 | $1,152.7万 | 3.1万股 | +100股+0.32% | 加仓 |
 英特尔INTC |
| 0.48% | 0.15% | $725.3万 | 5.2万股 | $210.6万 | 4.8万股 | +4,090股+8.57% | 加仓 |
 应用材料AMAT |
| 0.42% | 0.22% | $642.0万 | 8,880股 | $313.0万 | 9,159股 | -279股-3.05% | 减仓 |
 泛林集团LRCX |
| 0.4% | 0.22% | $607.0万 | 1.4万股 | $306.1万 | 1.4万股 | -309股-2.16% | 减仓 |
 思科CSCO |
| 0.33% | 0.25% | $509.1万 | 4.4万股 | $344.1万 | 4.4万股 | -828股-1.87% | 减仓 |
 艾伯维ABBV |
| 0.32% | 0.31% | $493.6万 | 2.0万股 | $426.8万 | 2.0万股 | -33股-0.17% | 减仓 |
 科磊KLAC |
| 0.29% | 0.16% | $440.3万 | 1.5万股 | $219.4万 | 1,490股 | +1.3万股+878.52% | 加仓 |
 强生JNJ |
| 0.27% | 0.47% | $410.9万 | 2.7万股 | $654.1万 | 2.7万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.26% | 0.41% | $396.3万 | 1.9万股 | $579.2万 | 1.9万股 | -404股-2.11% | 减仓 |
| SSANDISK COMSNDK |
| 0.24% | 0.07% | $366.3万 | 1,611股 | $98.5万 | 1,551股 | +60股+3.87% | 加仓 |
 联合健康UNH |
| 0.23% | 0.2% | $354.6万 | 1.0万股 | $276.3万 | 1.0万股 | -200股-1.96% | 减仓 |
| C花旗集团C |
| 0.22% | 0.21% | $339.0万 | 2.4万股 | $288.8万 | 2.5万股 | -1,437股-5.64% | 减仓 |
 高盛GS |
| 0.22% | 0.21% | $336.1万 | 3,324股 | $294.8万 | 3,485股 | -161股-4.62% | 减仓 |
 万事达MA |
| 0.2% | 0.33% | $298.2万 | 9,097股 | $455.3万 | 9,113股 | -16股-0.18% | 减仓 |
 家得宝HD |
| 0.2% | 0.26% | $298.1万 | 1.1万股 | $362.9万 | 1.1万股 | -54股-0.49% | 减仓 |
 PALO ALTOPANW |
| 0.19% | 0.08% | $294.6万 | 8,639股 | $116.0万 | 7,238股 | +1,401股+19.36% | 加仓 |
 帕兰提尔PLTR |
| 0.19% | 0.24% | $292.5万 | 2.5万股 | $336.0万 | 2.3万股 | +2,032股+8.85% | 加仓 |
| IIBMIBM |
| 0.19% | 0.18% | $291.2万 | 1.0万股 | $248.5万 | 1.0万股 | +110股+1.07% | 加仓 |
 摩根士丹利MS |
| 0.18% | 0.16% | $279.2万 | 1.3万股 | $226.8万 | 1.4万股 | -421股-3.06% | 减仓 |
 迪士尼DIS |
| 0.18% | 0.14% | $273.6万 | 2.0万股 | $193.9万 | 2.0万股 | -551股-2.74% | 减仓 |
 甲骨文ORCL |
| 0.18% | 0.19% | $272.2万 | 1.9万股 | $262.6万 | 1.8万股 | +667股+3.74% | 加仓 |
 威瑞森VZ |
| 0.17% | 0.17% | $257.5万 | 4.7万股 | $234.5万 | 4.7万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.16% | 0.12% | $237.4万 | 1.3万股 | $169.2万 | 1.3万股 | +97股+0.72% | 加仓 |
| BBANK OF AMERBAC |
| 0.15% | 0.26% | $221.5万 | 7.3万股 | $361.8万 | 7.4万股 | -911股-1.23% | 减仓 |
 康宁GLW |
| 0.14% | 0.08% | $220.5万 | 8,648股 | $116.4万 | 8,563股 | +85股+0.99% | 加仓 |
 赛富时CRM |
| 0.14% | 0.14% | $216.6万 | 1.0万股 | $198.6万 | 1.1万股 | -247股-2.32% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.14% | 0.13% | $215.3万 | 5,423股 | $175.7万 | 5,524股 | -101股-1.83% | 减仓 |
 默沙东MRK |
| 0.14% | 0.24% | $213.1万 | 2.8万股 | $337.7万 | 2.8万股 | -448股-1.60% | 减仓 |
 NETFLIXNFLX |
| 0.14% | 0.33% | $212.7万 | 4.7万股 | $456.5万 | 4.7万股 | -156股-0.33% | 减仓 |
 雅培ABT |
| 0.13% | 0.14% | $205.5万 | 1.9万股 | $197.9万 | 1.9万股 | +98股+0.51% | 加仓 |
 美国运通AXP |
| 0.13% | 0.13% | $201.8万 | 5,971股 | $187.0万 | 6,182股 | -211股-3.41% | 减仓 |
