 苹果AAPL |
| 9.89% | 7.86% | $3,315.0万 | 13.1万股 | $1,569.3万 | 5.8万股 | +7.3万股+126.27% | 加仓 |
 英伟达NVDA |
| 7.8% | — | $2,614.8万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 AMD超威AMD |
| 7.67% | 5.11% | $2,570.8万 | 4.4万股 | $1,020.3万 | 4.8万股 | -3,394股-7.12% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 5.14% | 2.81% | $1,722.4万 | 4.0万股 | $560.1万 | 4.4万股 | -4,532股-10.19% | 减仓 |
| PPIMCO太平洋投资管理ETFMINT |
| 5.04% | — | $1,688.8万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 微软MSFT |
| 2.82% | 6.61% | $944.0万 | 2.6万股 | $1,319.0万 | 2.7万股 | -1,771股-6.49% | 减仓 |
 亚马逊AMZN |
| 2.69% | 5.44% | $900.6万 | 4.3万股 | $1,085.2万 | 4.7万股 | -3,772股-8.02% | 减仓 |
| V先锋领航指数基金VB |
| 2.64% | 5.09% | $884.5万 | 3.4万股 | $1,016.6万 | 3.9万股 | -5,644股-14.32% | 减仓 |
 摩根大通JPM |
| 2.6% | — | $870.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 2.56% | 4.77% | $857.4万 | 13.2万股 | $951.9万 | 14.7万股 | -1.5万股-10.40% | 减仓 |
| AALPS ETF信托AMLP |
| 2.55% | 4.06% | $855.8万 | 16.3万股 | $810.2万 | 17.2万股 | -9,724股-5.64% | 减仓 |
 PALO ALTOPANW |
| 2.54% | 2.52% | $851.2万 | 2.5万股 | $502.9万 | 2.7万股 | -2,338股-8.56% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.52% | — | $843.0万 | 32.2万股 | $0 | 0股 | +32.2万股 | 新买入 |
 L3哈里斯LHX |
| 2.33% | 3.69% | $781.0万 | 2.3万股 | $735.7万 | 2.5万股 | -2,430股-9.70% | 减仓 |
 默沙东MRK |
| 2.33% | — | $780.9万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 雷神技术RTX |
| 2.12% | — | $709.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 博通AVGO |
| 2.03% | 4.1% | $679.3万 | 2.2万股 | $819.0万 | 2.4万股 | -1,716股-7.25% | 减仓 |
 谷歌AGOOGL |
| 1.89% | — | $633.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 EVERSOURCE ENERGYES |
| 1.84% | 3.33% | $615.7万 | 8.9万股 | $665.4万 | 9.9万股 | -9,966股-10.08% | 减仓 |
 霍尼韦尔HON |
| 1.83% | 2.93% | $613.8万 | 2.7万股 | $584.9万 | 3.0万股 | -2,823股-9.42% | 减仓 |
 强生JNJ |
| 1.65% | 4.06% | $551.3万 | 2.3万股 | $811.0万 | 3.9万股 | -1.7万股-42.45% | 减仓 |
 VisaV |
| 1.5% | — | $501.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.38% | 2.93% | $462.0万 | 9,398股 | $585.5万 | 1.0万股 | -707股-7.00% | 减仓 |
| FFUNDSTRAT GRANNYGRNY |
| 1.28% | 2.77% | $430.3万 | 18.0万股 | $552.5万 | 22.3万股 | -4.3万股-19.21% | 减仓 |
 艾伯维ABBV |
| 1.26% | — | $423.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 雪佛龙CVX |
| 1.26% | 1.69% | $423.5万 | 2.0万股 | $337.0万 | 2.2万股 | -1,643股-7.43% | 减仓 |
 威瑞森VZ |
| 1.22% | — | $409.3万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
| BBANK OF AMERBAC |
| 1.2% | 2.52% | $403.5万 | 8.3万股 | $502.9万 | 9.1万股 | -8,671股-9.48% | 减仓 |
 Meta平台META |
| 1.12% | 2.49% | $373.8万 | 6,533股 | $498.0万 | 7,544股 | -1,011股-13.40% | 减仓 |
 礼来LLY |
| 1.09% | 2.4% | $365.3万 | 3,972股 | $479.6万 | 4,463股 | -491股-11.00% | 减仓 |
 优步UBER |
| 1.05% | 2.12% | $350.9万 | 4.9万股 | $423.2万 | 5.2万股 | -3,010股-5.81% | 减仓 |
 保德信金融PRU |
| 1.03% | 2.11% | $346.1万 | 3.5万股 | $420.6万 | 3.7万股 | -1,831股-4.91% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.88% | 1.87% | $296.0万 | 3.0万股 | $374.1万 | 3.9万股 | -8,411股-21.65% | 减仓 |
 杜克能源DUK |
| 0.88% | 1.5% | $294.6万 | 2.2万股 | $299.9万 | 2.6万股 | -3,094股-12.09% | 减仓 |
 直觉外科ISRG |
| 0.75% | 1.68% | $252.7万 | 5,482股 | $335.3万 | 5,921股 | -439股-7.41% | 减仓 |
 百事可乐PEP |
| 0.7% | 2.2% | $235.6万 | 1.5万股 | $440.2万 | 3.1万股 | -1.5万股-50.52% | 减仓 |
| SSPDR黄金信托GLD |
| 0.68% | — | $228.0万 | 5,299股 | $0 | 0股 | +5,299股 | 新买入 |
| SSPDR行业精选信托XLF |
| 0.58% | — | $195.7万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 0.55% | — | $183.8万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 麦当劳MCD |
| 0.54% | — | $180.5万 | 5,807股 | $0 | 0股 | +5,807股 | 新买入 |
| IINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFPEY |
| 0.5% | — | $169.1万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
| G通用动力VTI |
| 0.42% | 0.8% | $140.4万 | 4,378股 | $160.6万 | 4,790股 | -412股-8.60% | 减仓 |
 帕兰提尔PLTR |
| 0.41% | 0.93% | $139.0万 | 9,500股 | $186.6万 | 1.1万股 | -1,000股-9.52% | 减仓 |
 百时美施贵宝BMY |
| 0.38% | — | $126.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| I景顺交易所交易基金信托RSP |
| 0.35% | 0.81% | $116.5万 | 2.0万股 | $161.1万 | 2.8万股 | -8,199股-28.83% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.31% | — | $105.1万 | 6,357股 | $0 | 0股 | +6,357股 | 新买入 |
| IiShares安硕·U.S. MEDICAL DEVICES ETFIHI |
| 0.3% | 0.63% | $102.0万 | 1.9万股 | $126.1万 | 2.0万股 | -1,157股-5.70% | 减仓 |
 HERSHEY COMHSY |
| 0.29% | — | $95.5万 | 4,595股 | $0 | 0股 | +4,595股 | 新买入 |
 应用材料AMAT |
| 0.26% | — | $87.6万 | 1,212股 | $0 | 0股 | +1,212股 | 新买入 |
 宝洁PG |
| 0.26% | 0.45% | $87.1万 | 6,028股 | $89.6万 | 6,256股 | -228股-3.64% | 减仓 |
