 博通AVGO |
| 5.28% | 6.25% | $2,766.1万 | 7.3万股 | $2,961.8万 | 9.6万股 | -2.2万股-23.48% | 减仓 |
 微软MSFT |
| 3.93% | 4.04% | $2,060.4万 | 5.5万股 | $1,913.4万 | 5.2万股 | +3,546股+6.86% | 加仓 |
 帕兰提尔PLTR |
| 3.8% | 6.64% | $1,989.3万 | 17.1万股 | $3,143.4万 | 21.5万股 | -4.4万股-20.65% | 减仓 |
 相干公司COHR |
| 3.76% | 3.09% | $1,972.2万 | 5.0万股 | $1,464.8万 | 6.1万股 | -1.1万股-18.70% | 减仓 |
 英伟达NVDA |
| 3.55% | 3.49% | $1,861.0万 | 9.3万股 | $1,652.2万 | 9.5万股 | -1,729股-1.83% | 减仓 |
 阿斯麦ASML |
| 3.43% | 2.56% | $1,797.7万 | 9,036股 | $1,211.2万 | 9,170股 | -134股-1.46% | 减仓 |
 苹果AAPL |
| 3.37% | 3.28% | $1,766.7万 | 6.1万股 | $1,554.4万 | 6.1万股 | -193股-0.32% | 减仓 |
 谷歌AGOOGL |
| 3.36% | 3.02% | $1,759.8万 | 4.9万股 | $1,430.2万 | 5.0万股 | -492股-0.99% | 减仓 |
 亚马逊AMZN |
| 3.29% | 3.18% | $1,726.8万 | 7.2万股 | $1,505.8万 | 7.2万股 | +153股+0.21% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.25% | 2.93% | $1,701.5万 | 4.8万股 | $1,389.4万 | 4.8万股 | -281股-0.58% | 减仓 |
| GGlobal X基金DTCR |
| 3.23% | 2.99% | $1,693.3万 | 55.8万股 | $1,416.7万 | 59.1万股 | -3.4万股-5.70% | 减仓 |
| PPGIM ULTRAPULS |
| 2.99% | 2.91% | $1,566.8万 | 31.6万股 | $1,377.2万 | 27.8万股 | +3.8万股+13.66% | 加仓 |
| SSSGA ACTIVE TRSPIN |
| 2.79% | 2.91% | $1,463.5万 | 45.5万股 | $1,379.1万 | 45.2万股 | +3,094股+0.68% | 加仓 |
| CCOMFORT SYS USAFIX |
| 2.65% | 2.08% | $1,390.7万 | 7,017股 | $983.1万 | 7,129股 | -112股-1.57% | 减仓 |
 Meta平台META |
| 2.14% | 2.42% | $1,123.4万 | 2.0万股 | $1,147.2万 | 2.0万股 | -108股-0.54% | 减仓 |
 UNITED RENTALSURI |
| 2.13% | 1.49% | $1,115.8万 | 9,849股 | $707.9万 | 9,717股 | +132股+1.36% | 加仓 |
 礼来LLY |
| 2.07% | 1.76% | $1,083.7万 | 9,035股 | $832.6万 | 9,052股 | -17股-0.19% | 减仓 |
| C花旗集团C |
| 1.98% | 1.8% | $1,038.7万 | 7.4万股 | $854.6万 | 7.5万股 | -1,140股-1.51% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.94% | 1.93% | $1,016.0万 | 1.4万股 | $916.2万 | 1.4万股 | -483股-3.43% | 减仓 |
| SSSGA ACTIVE TROBND |
| 1.9% | 2.1% | $995.9万 | 38.6万股 | $993.0万 | 38.8万股 | -1,898股-0.49% | 减仓 |
 GeneracGNRC |
| 1.85% | 1.38% | $968.2万 | 3.3万股 | $655.1万 | 3.4万股 | -475股-1.42% | 减仓 |
| BBALLAST SMALL/MID CAP ETFMGMT |
| 1.65% | 1.55% | $863.4万 | 16.9万股 | $732.5万 | 16.2万股 | +7,072股+4.36% | 加仓 |
| NNRG ENERGYNRG |
| 1.6% | 1.78% | $840.6万 | 5.8万股 | $844.6万 | 5.8万股 | -236股-0.41% | 减仓 |
 TwilioTWLO |
| 1.47% | 1.01% | $771.8万 | 3.7万股 | $479.0万 | 3.8万股 | -664股-1.74% | 减仓 |
| SSPDR道富系列信托SPLB |
| 1.43% | 1.6% | $750.5万 | 33.5万股 | $755.8万 | 34.0万股 | -5,119股-1.50% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.43% | 1.17% | $750.0万 | 2.0万股 | $555.3万 | 2.0万股 | +94股+0.47% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 1.41% | 1.7% | $737.0万 | 27.8万股 | $803.5万 | 30.7万股 | -2.9万股-9.38% | 减仓 |
 黑石集团BX |
| 1.33% | 1.57% | $697.6万 | 5.9万股 | $743.6万 | 6.5万股 | -5,385股-8.33% | 减仓 |
 SSGA ACTIVE TRHOMB |
| 1.16% | 1.4% | $607.6万 | 21.7万股 | $663.5万 | 23.8万股 | -2.1万股-8.79% | 减仓 |
 摩根大通JPM |
| 1.11% | 1.14% | $582.2万 | 1.8万股 | $538.4万 | 1.8万股 | -514股-2.81% | 减仓 |
 摩根士丹利MS |
| 1.07% | 0.91% | $560.1万 | 2.7万股 | $431.7万 | 2.6万股 | +560股+2.13% | 加仓 |
 Truist金融TFC |
| 0.99% | 1% | $519.0万 | 10.4万股 | $471.9万 | 10.3万股 | +1,518股+1.48% | 加仓 |
 GE VernovaGEV |
| 0.95% | — | $497.0万 | 4,230股 | $0 | 0股 | +4,230股 | 新买入 |
 KINDER MORGAN DEL COMKMI |
| 0.92% | 1.11% | $484.0万 | 15.1万股 | $524.3万 | 15.6万股 | -5,001股-3.20% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.89% | 0.82% | $468.1万 | 5.4万股 | $389.3万 | 5.8万股 | -4,256股-7.33% | 减仓 |
| F第一信托交易所交易基金FPX |
| 0.87% | 0.82% | $457.8万 | 2.4万股 | $387.6万 | 2.4万股 | +182股+0.77% | 加仓 |
 沃尔玛WMT |
| 0.85% | 1.07% | $445.2万 | 3.9万股 | $504.9万 | 4.1万股 | -1,319股-3.25% | 减仓 |
 自由港麦克莫兰FCX |
| 0.82% | 0.85% | $428.6万 | 6.8万股 | $404.6万 | 6.9万股 | -671股-0.97% | 减仓 |
 NVENT ELECTRICNVT |
| 0.78% | 0.61% | $409.3万 | 2.4万股 | $288.3万 | 2.4万股 | -243股-1.00% | 减仓 |
 贝莱德·INC COMBLK |
| 0.76% | 0.84% | $396.2万 | 4,120股 | $396.6万 | 4,124股 | -4股-0.10% | 减仓 |
 星座能源CEG |
| 0.73% | — | $380.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 福泰制药VRTX |
| 0.71% | 0.72% | $373.3万 | 7,515股 | $340.5万 | 7,626股 | -111股-1.46% | 减仓 |
 PRICESMARTPSMT |
| 0.7% | 0.62% | $368.6万 | 1.9万股 | $291.4万 | 1.9万股 | -496股-2.56% | 减仓 |
 IESIESC |
| 0.69% | 0.5% | $363.2万 | 4,944股 | $236.0万 | 4,954股 | -10股-0.20% | 减仓 |
| MMASTECMTZ |
| 0.68% | 0.59% | $354.6万 | 8,523股 | $278.2万 | 8,646股 | -123股-1.42% | 减仓 |
 优步UBER |
| 0.66% | 1.02% | $344.4万 | 4.8万股 | $483.7万 | 6.7万股 | -2.0万股-29.01% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.65% | 0.87% | $340.4万 | 7,548股 | $412.6万 | 7,893股 | -345股-4.37% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.63% | 0.61% | $328.1万 | 2.9万股 | $287.4万 | 3.2万股 | -3,023股-9.48% | 减仓 |
| TTENET HEALTHCARETHC |
| 0.59% | 0.7% | $311.8万 | 1.7万股 | $333.5万 | 1.8万股 | -1,004股-5.68% | 减仓 |
| LLincoln National Corp Common IndLNC |
| 0.59% | 0.66% | $310.0万 | 8.8万股 | $312.2万 | 8.8万股 | -257股-0.29% | 减仓 |
