| V先锋领航指数基金VOO |
| 5.99% | 5.83% | $1.07亿 | 15.7万股 | $9,598.4万 | 15.9万股 | -2,861股-1.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.3% | 4.97% | $9,496.0万 | 26.9万股 | $8,178.8万 | 27.7万股 | -8,584股-3.10% | 减仓 |
 泛林集团LRCX |
| 4.78% | 3.63% | $8,562.3万 | 19.8万股 | $5,971.8万 | 26.9万股 | -7.1万股-26.54% | 减仓 |
 亚马逊AMZN |
| 4.25% | 4.4% | $7,618.9万 | 32.0万股 | $7,237.6万 | 34.4万股 | -2.4万股-7.00% | 减仓 |
 微软MSFT |
| 3.84% | 4.32% | $6,874.2万 | 18.4万股 | $7,113.3万 | 19.3万股 | -8,294股-4.31% | 减仓 |
 苹果AAPL |
| 3.77% | 3.8% | $6,757.9万 | 23.4万股 | $6,255.4万 | 24.5万股 | -1.1万股-4.56% | 减仓 |
 英伟达NVDA |
| 2.89% | 2.89% | $5,179.6万 | 25.9万股 | $4,755.4万 | 27.1万股 | -1.2万股-4.33% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 2.73% | 2.62% | $4,884.9万 | 19.8万股 | $4,309.8万 | 20.6万股 | -7,577股-3.68% | 减仓 |
| IiShares安硕信托IEFA |
| 2.27% | 2.15% | $4,070.9万 | 42.2万股 | $3,541.2万 | 38.5万股 | +3.6万股+9.40% | 加仓 |
 VistraVST |
| 2.24% | 2.4% | $4,020.4万 | 25.3万股 | $3,946.9万 | 25.6万股 | -2,914股-1.14% | 减仓 |
 VALERO ENERGY COMVLO |
| 2.22% | 1.48% | $3,977.2万 | 15.3万股 | $2,437.9万 | 10.1万股 | +5.2万股+51.25% | 加仓 |
 强生JNJ |
| 2.05% | 2.25% | $3,678.0万 | 14.5万股 | $3,706.4万 | 15.2万股 | -7,004股-4.61% | 减仓 |
 美光科技MU |
| 2.05% | 1.8% | $3,670.8万 | 3.2万股 | $2,956.3万 | 8.0万股 | -4.9万股-60.43% | 减仓 |
 AMETEK COMAME |
| 1.78% | 1.82% | $3,189.4万 | 13.2万股 | $2,995.8万 | 13.7万股 | -5,200股-3.79% | 减仓 |
 EOG资源EOG |
| 1.69% | 1.99% | $3,021.6万 | 23.3万股 | $3,272.2万 | 23.3万股 | -108股-0.05% | 减仓 |
 VisaV |
| 1.63% | 1.76% | $2,917.8万 | 8.5万股 | $2,898.2万 | 9.7万股 | -1.2万股-12.41% | 减仓 |
 汽车地带AZO |
| 1.61% | 1.95% | $2,879.5万 | 9,010股 | $3,216.8万 | 9,388股 | -378股-4.03% | 减仓 |
 博通AVGO |
| 1.59% | 1.86% | $2,851.1万 | 7.5万股 | $3,058.2万 | 9.8万股 | -2.2万股-22.63% | 减仓 |
 纽蒙特NEM |
| 1.57% | 1.98% | $2,815.6万 | 30.1万股 | $3,265.9万 | 28.7万股 | +1.4万股+5.04% | 加仓 |
 Elevance健康ELV |
| 1.55% | 1.36% | $2,780.9万 | 7.2万股 | $2,232.1万 | 7.5万股 | -2,871股-3.84% | 减仓 |
 德州仪器TXN |
| 1.49% | 1.06% | $2,672.5万 | 9.0万股 | $1,745.4万 | 8.9万股 | +745股+0.84% | 加仓 |
 CrowdStrikeCRWD |
| 1.4% | 0.82% | $2,512.9万 | 3.3万股 | $1,356.1万 | 3.4万股 | -1,550股-4.50% | 减仓 |
 可口可乐KO |
| 1.33% | 1.41% | $2,382.1万 | 29.3万股 | $2,315.6万 | 30.4万股 | -1.1万股-3.70% | 减仓 |
 ROSS STORES COMROST |
| 1.28% | 1.62% | $2,294.7万 | 10.8万股 | $2,673.8万 | 12.2万股 | -1.4万股-11.32% | 减仓 |
| BBANK OF AMERBAC |
| 1.28% | 1.25% | $2,289.9万 | 40.2万股 | $2,059.5万 | 41.8万股 | -1.6万股-3.86% | 减仓 |
| BBETA TECHNOLOGIESBETA |
| 1.25% | — | $2,240.9万 | 133.8万股 | $0 | 0股 | +133.8万股 | 新买入 |
| TTIDEWATER NEWTDW |
| 1.22% | 1.84% | $2,191.8万 | 32.9万股 | $3,024.2万 | 36.2万股 | -3.3万股-9.24% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.19% | 0.86% | $2,139.2万 | 11.8万股 | $1,415.2万 | 9.0万股 | +2.8万股+31.46% | 加仓 |
 万事达MA |
| 1.19% | 1.3% | $2,138.7万 | 4.2万股 | $2,136.4万 | 4.3万股 | -1,811股-4.17% | 减仓 |
| WWEC ENERGY COMIDU |
| 1.19% | 1.33% | $2,128.5万 | 18.2万股 | $2,195.1万 | 18.9万股 | -6,668股-3.53% | 减仓 |
 Meta平台META |
| 1.13% | 1.3% | $2,020.7万 | 3.6万股 | $2,133.8万 | 3.7万股 | -964股-2.62% | 减仓 |
 PROGRESSIVEPGR |
| 1.12% | 1.05% | $1,998.5万 | 9.1万股 | $1,727.7万 | 8.9万股 | +2,134股+2.39% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.05% | 0.91% | $1,878.4万 | 6.2万股 | $1,491.5万 | 6.2万股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.05% | 1.28% | $1,873.6万 | 2.0万股 | $2,102.4万 | 2.1万股 | -1,069股-5.07% | 减仓 |
 应用材料AMAT |
| 1.01% | — | $1,803.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 芝加哥商品交易所CME |
| 0.94% | 1.43% | $1,686.5万 | 7.6万股 | $2,354.9万 | 7.9万股 | -2,935股-3.70% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.92% | 1.03% | $1,654.6万 | 4.0万股 | $1,687.6万 | 3.9万股 | +971股+2.50% | 加仓 |
 TJXTJX |
| 0.91% | 1.17% | $1,638.0万 | 10.8万股 | $1,923.0万 | 11.9万股 | -1.1万股-8.90% | 减仓 |
| AAMEREN COMDHS |
| 0.89% | 0.99% | $1,596.7万 | 14.1万股 | $1,623.1万 | 14.6万股 | -5,251股-3.58% | 减仓 |
 雪佛龙CVX |
| 0.88% | 0.88% | $1,579.4万 | 9.5万股 | $1,453.1万 | 7.4万股 | +2.2万股+29.45% | 加仓 |
 BOOKING COMBKNG |
| 0.88% | 1.02% | $1,572.0万 | 8.8万股 | $1,682.6万 | 4,021股 | +8.4万股+2,093.41% | 加仓 |
| EEVERCOREEVR |
| 0.87% | 0.87% | $1,551.1万 | 4.5万股 | $1,424.8万 | 4.7万股 | -1,864股-3.94% | 减仓 |
 伊顿ETN |
| 0.84% | 0.6% | $1,498.0万 | 3.5万股 | $995.1万 | 2.7万股 | +7,932股+29.14% | 加仓 |
 ServiceNowNOW |
| 0.84% | 0.81% | $1,496.8万 | 15.1万股 | $1,330.9万 | 12.8万股 | +2.3万股+17.85% | 加仓 |
 VeevaVEEV |
| 0.83% | 0.89% | $1,487.1万 | 8.4万股 | $1,470.1万 | 8.5万股 | -1,312股-1.54% | 减仓 |
| IiShares安硕URTH |
| 0.8% | 0.85% | $1,431.5万 | 7.1万股 | $1,402.5万 | 7.7万股 | -6,500股-8.43% | 减仓 |
 Roper科技ROP |
| 0.77% | 0.92% | $1,386.9万 | 4.1万股 | $1,519.1万 | 4.3万股 | -1,704股-3.99% | 减仓 |
| TTyler科技TYL |
| 0.74% | 0.96% | $1,332.2万 | 4.6万股 | $1,579.6万 | 4.7万股 | -1,814股-3.83% | 减仓 |
 ALTRIAMO |
| 0.71% | 0.73% | $1,273.6万 | 17.7万股 | $1,207.2万 | 18.4万股 | -7,359股-3.99% | 减仓 |
| WWILLSCOTWSC |
| 0.65% | — | $1,158.9万 | 40.2万股 | $0 | 0股 | +40.2万股 | 新买入 |
