 泛林集团LRCX |
| 5.63% | 3.39% | $2.37亿 | 54.7万股 | $1.28亿 | 59.9万股 | -5.2万股-8.70% | 减仓 |
 谷歌AGOOGL |
| 5.4% | 4.97% | $2.27亿 | 63.6万股 | $1.88亿 | 65.3万股 | -1.7万股-2.61% | 减仓 |
 英伟达NVDA |
| 4.62% | 4.51% | $1.95亿 | 97.2万股 | $1.71亿 | 97.8万股 | -5,302股-0.54% | 减仓 |
 苹果AAPL |
| 3.86% | 3.84% | $1.62亿 | 56.1万股 | $1.45亿 | 57.1万股 | -9,391股-1.65% | 减仓 |
 微软MSFT |
| 3.81% | 4.27% | $1.60亿 | 43.0万股 | $1.61亿 | 43.6万股 | -5,511股-1.27% | 减仓 |
 亚马逊AMZN |
| 3.29% | 3.23% | $1.39亿 | 58.2万股 | $1.22亿 | 58.6万股 | -3,452股-0.59% | 减仓 |
 摩根大通JPM |
| 2.96% | 3% | $1.25亿 | 38.0万股 | $1.13亿 | 38.6万股 | -5,294股-1.37% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.21% | 2.53% | $9,314.9万 | 51.5万股 | $9,573.7万 | 57.9万股 | -6.4万股-11.08% | 减仓 |
| V先锋领航·MIDVO |
| 1.99% | 1.93% | $8,378.9万 | 104.0万股 | $7,280.0万 | 25.3万股 | +78.6万股+310.24% | 加仓 |
 ASSOCIATED BANC-CORP COMASB |
| 1.81% | 1.77% | $7,625.9万 | 247.8万股 | $6,692.4万 | 258.8万股 | -11.0万股-4.23% | 减仓 |
 埃克森美孚XOM |
| 1.72% | 2.41% | $7,258.3万 | 53.1万股 | $9,097.1万 | 53.6万股 | -5,307股-0.99% | 减仓 |
 礼来LLY |
| 1.7% | 1.44% | $7,151.8万 | 6.0万股 | $5,432.4万 | 5.9万股 | +564股+0.95% | 加仓 |
| V先锋领航指数基金VOO |
| 1.26% | 1.2% | $5,289.5万 | 7.7万股 | $4,513.5万 | 7.6万股 | +1,481股+1.96% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.24% | 1.32% | $5,208.9万 | 10.4万股 | $4,994.6万 | 10.4万股 | -131股-0.13% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.13% | 1.09% | $4,737.9万 | 21.9万股 | $4,106.6万 | 21.0万股 | +8,579股+4.08% | 加仓 |
 金佰利KMB |
| 1.12% | 1.13% | $4,723.3万 | 43.0万股 | $4,278.6万 | 44.4万股 | -1.3万股-2.98% | 减仓 |
 嘉信理财SCHW |
| 1.11% | 1.26% | $4,690.4万 | 50.8万股 | $4,771.4万 | 50.8万股 | +633股+0.12% | 加仓 |
 优步UBER |
| 1.1% | 1.2% | $4,627.3万 | 64.1万股 | $4,540.5万 | 63.1万股 | +1.0万股+1.59% | 加仓 |
 ServiceNowNOW |
| 1.05% | 1.22% | $4,413.2万 | 44.5万股 | $4,610.9万 | 44.1万股 | +3,494股+0.79% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.05% | 1.03% | $4,402.4万 | 5.9万股 | $3,889.7万 | 6.0万股 | -858股-1.43% | 减仓 |
 第一资本COF |
| 1.03% | 1.06% | $4,350.4万 | 21.7万股 | $4,011.0万 | 22.0万股 | -3,020股-1.37% | 减仓 |
| V先锋领航指数基金VB |
| 0.98% | 0.92% | $4,130.2万 | 13.6万股 | $3,485.7万 | 13.3万股 | +3,172股+2.38% | 加仓 |
 卡特彼勒CAT |
| 0.98% | 0.75% | $4,126.1万 | 3.9万股 | $2,832.6万 | 4.0万股 | -1,236股-3.09% | 减仓 |
 IQVIAIQV |
| 0.92% | 0.82% | $3,875.6万 | 20.1万股 | $3,086.8万 | 18.1万股 | +2.0万股+10.82% | 加仓 |
 强生JNJ |
| 0.91% | 0.93% | $3,846.9万 | 15.1万股 | $3,503.1万 | 14.3万股 | +8,160股+5.69% | 加仓 |
 思科CSCO |
| 0.87% | 0.65% | $3,656.4万 | 31.1万股 | $2,469.2万 | 31.8万股 | -6,947股-2.18% | 减仓 |
 赛富时CRM |
| 0.86% | 1.16% | $3,615.9万 | 23.1万股 | $4,365.3万 | 23.4万股 | -3,042股-1.30% | 减仓 |
 Meta平台META |
| 0.85% | 0.99% | $3,596.0万 | 6.4万股 | $3,721.4万 | 6.5万股 | -1,205股-1.85% | 减仓 |
 LOWES COS COMLOW |
| 0.82% | 0.97% | $3,444.0万 | 15.6万股 | $3,674.0万 | 15.5万股 | +701股+0.45% | 加仓 |
 SYSCO COMSYY |
| 0.81% | 0.33% | $3,393.1万 | 40.6万股 | $1,241.1万 | 17.4万股 | +23.2万股+133.33% | 加仓 |
| V先锋领航国际股票指数基金VEU |
| 0.8% | 0.77% | $3,389.7万 | 40.5万股 | $2,893.7万 | 38.5万股 | +1.9万股+5.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.8% | 0.73% | $3,352.2万 | 9.5万股 | $2,745.5万 | 9.6万股 | -833股-0.87% | 减仓 |
 康明斯CMI |
| 0.79% | 0.68% | $3,332.3万 | 4.7万股 | $2,571.3万 | 4.8万股 | -1,070股-2.24% | 减仓 |
 伊顿ETN |
| 0.77% | 0.74% | $3,243.6万 | 7.6万股 | $2,794.2万 | 7.8万股 | -2,004股-2.57% | 减仓 |
| V先锋领航债券指数基金BSV |
| 0.76% | 0.78% | $3,188.3万 | 40.9万股 | $2,957.3万 | 37.7万股 | +3.2万股+8.50% | 加仓 |
 宝洁PG |
| 0.75% | 0.83% | $3,157.3万 | 21.5万股 | $3,150.5万 | 21.8万股 | -2,807股-1.29% | 减仓 |
| SSPDR行业精选信托XLK |
| 0.74% | 0.58% | $3,110.3万 | 16.3万股 | $2,185.2万 | 16.4万股 | -1,170股-0.71% | 减仓 |
 雷神技术RTX |
| 0.73% | 0.89% | $3,060.5万 | 16.1万股 | $3,367.2万 | 17.5万股 | -1.3万股-7.59% | 减仓 |
 NETFLIXNFLX |
| 0.71% | 1.01% | $2,992.5万 | 41.9万股 | $3,825.2万 | 39.8万股 | +2.1万股+5.35% | 加仓 |
 万事达MA |
| 0.69% | 0.74% | $2,895.1万 | 5.6万股 | $2,793.5万 | 5.6万股 | +460股+0.82% | 加仓 |
| V先锋领航指数基金VOT |
| 0.67% | 0.63% | $2,804.2万 | 9.2万股 | $2,384.8万 | 9.3万股 | -1,116股-1.20% | 减仓 |
| V先锋领航指数基金VUG |
| 0.66% | 0.6% | $2,771.8万 | 32.2万股 | $2,262.8万 | 5.2万股 | +27.0万股+521.12% | 加仓 |
| IiShares安硕信托IEFA |
| 0.65% | 0.67% | $2,736.9万 | 28.3万股 | $2,538.7万 | 28.0万股 | +2,952股+1.05% | 加仓 |
 贝莱德·INC COMBLK |
| 0.65% | 0.74% | $2,735.3万 | 2.8万股 | $2,794.0万 | 2.9万股 | -606股-2.09% | 减仓 |
 麦当劳MCD |
| 0.65% | 0.79% | $2,732.1万 | 10.1万股 | $2,985.1万 | 9.6万股 | +5,022股+5.23% | 加仓 |
 空气化工APD |
| 0.64% | 0.72% | $2,715.4万 | 9.3万股 | $2,726.1万 | 9.4万股 | -1,226股-1.31% | 减仓 |
 雪佛龙CVX |
| 0.63% | 0.87% | $2,664.5万 | 16.1万股 | $3,299.9万 | 15.9万股 | +1,249股+0.78% | 加仓 |
 伍德沃德WWD |
| 0.62% | 0.58% | $2,602.1万 | 6.1万股 | $2,189.1万 | 6.1万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.61% | 0.6% | $2,569.2万 | 9.4万股 | $2,274.8万 | 9.4万股 | +697股+0.74% | 加仓 |
 好事达ALL |
| 0.6% | 0.59% | $2,514.0万 | 10.6万股 | $2,216.1万 | 10.7万股 | -1,225股-1.15% | 减仓 |
