 微软MSFT |
| 9.2% | 4.3% | $5,465.6万 | 13.0万股 | $1,032.0万 | 2.7万股 | +10.2万股+373.36% | 加仓 |
 苹果AAPL |
| 8.11% | 5.57% | $4,818.4万 | 28.1万股 | $1,337.5万 | 6.9万股 | +21.2万股+304.48% | 加仓 |
| V先锋领航指数基金VOO |
| 4.34% | 8.76% | $2,578.0万 | 5.4万股 | $2,104.2万 | 4.8万股 | +5,459股+11.33% | 加仓 |
| F富达·COMWLTH TRONEQ |
| 3.18% | 6.56% | $1,890.6万 | 29.4万股 | $1,575.7万 | 26.6万股 | +2.8万股+10.37% | 加仓 |
 英伟达NVDA |
| 2.51% | 0.76% | $1,488.8万 | 1.6万股 | $182.3万 | 3,682股 | +1.3万股+347.50% | 加仓 |
 亚马逊AMZN |
| 2.43% | 1.95% | $1,443.1万 | 8.0万股 | $467.8万 | 3.1万股 | +4.9万股+159.85% | 加仓 |
| WWisdomTree·JAPANDXJ |
| 2.41% | 4.2% | $1,434.7万 | 13.2万股 | $1,007.8万 | 11.5万股 | +1.8万股+15.43% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.23% | 0.72% | $1,322.1万 | 8.7万股 | $172.0万 | 1.2万股 | +7.5万股+611.43% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.99% | 4.08% | $1,184.9万 | 2.3万股 | $980.9万 | 2.1万股 | +2,015股+9.76% | 加仓 |
| I景顺QQQ信托VOO |
| 1.83% | — | $1,090.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 摩根大通JPM |
| 1.72% | 1.69% | $1,023.1万 | 5.1万股 | $405.5万 | 2.4万股 | +2.7万股+114.30% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.69% | 1.01% | $1,004.1万 | 2.4万股 | $242.2万 | 6,792股 | +1.7万股+251.55% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.63% | — | $969.6万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 优步UBER |
| 1.56% | — | $928.2万 | 12.1万股 | $0 | 0股 | +12.1万股 | 新买入 |
| SSPDR行业精选信托XLF |
| 1.47% | — | $873.8万 | 20.7万股 | $0 | 0股 | +20.7万股 | 新买入 |
 VisaV |
| 1.42% | 0.84% | $841.8万 | 3.0万股 | $200.7万 | 7,708股 | +2.2万股+291.33% | 加仓 |
| SSPDR行业精选信托XLY |
| 1.39% | 0.77% | $828.6万 | 10.1万股 | $186.0万 | 2.6万股 | +7.6万股+296.43% | 加仓 |
 联合健康UNH |
| 1.33% | 1.07% | $791.3万 | 1.6万股 | $256.4万 | 4,871股 | +1.1万股+228.39% | 加仓 |
| IiShares安硕信托USMV |
| 1.17% | — | $695.4万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 1.13% | 6.16% | $671.8万 | 7.1万股 | $1,478.5万 | 17.6万股 | -10.5万股-59.65% | 减仓 |
 强生JNJ |
| 1.08% | 0.98% | $639.2万 | 4.0万股 | $235.9万 | 1.5万股 | +2.5万股+168.53% | 加仓 |
 AMD超威AMD |
| 1.07% | 0.23% | $636.1万 | 3.5万股 | $56.0万 | 3,798股 | +3.1万股+827.88% | 加仓 |
| S道富XLI |
| 0.99% | — | $585.7万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.97% | — | $574.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 博通AVGO |
| 0.9% | 0.92% | $534.9万 | 4,036股 | $220.5万 | 1,975股 | +2,061股+104.35% | 加仓 |
 财捷INTU |
| 0.9% | 0.45% | $532.5万 | 8,192股 | $107.5万 | 1,720股 | +6,472股+376.28% | 加仓 |
 Ares管理ARES |
| 0.79% | — | $467.6万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 美国运通AXP |
| 0.79% | — | $466.4万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 宝洁PG |
| 0.78% | 0.8% | $466.2万 | 2.9万股 | $191.1万 | 1.3万股 | +1.6万股+120.33% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 0.71% | — | $424.1万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 威瑞信VRSN |
| 0.7% | — | $414.7万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| V先锋领航白厅基金VYM |
| 0.69% | 1.58% | $407.6万 | 3.4万股 | $379.5万 | 3.4万股 | -305股-0.90% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.67% | 0.43% | $396.2万 | 5.7万股 | $104.2万 | 1.4万股 | +4.2万股+293.56% | 加仓 |
 家得宝HD |
| 0.63% | 0.71% | $374.9万 | 9,774股 | $170.2万 | 4,910股 | +4,864股+99.06% | 加仓 |
| V先锋领航·MIDVO |
| 0.63% | — | $372.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 南方电力SO |
| 0.62% | 1.41% | $368.2万 | 5.1万股 | $338.2万 | 4.8万股 | +3,093股+6.41% | 加仓 |
 谷歌AGOOGL |
| 0.62% | 0.91% | $365.8万 | 2.4万股 | $218.5万 | 1.6万股 | +8,595股+54.94% | 加仓 |
| V先锋领航全球基金VGT |
| 0.61% | — | $363.3万 | 6,929股 | $0 | 0股 | +6,929股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.61% | 1.69% | $361.8万 | 1.8万股 | $406.7万 | 2.1万股 | -3,687股-17.33% | 减仓 |
 艾伯维ABBV |
| 0.6% | 1.14% | $357.0万 | 2.0万股 | $274.6万 | 1.8万股 | +1,881股+10.61% | 加仓 |
 BOOKING COMBKNG |
| 0.59% | — | $349.0万 | 962股 | $0 | 0股 | +962股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.57% | — | $335.9万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 雪佛龙CVX |
| 0.54% | 0.48% | $323.2万 | 2.0万股 | $115.2万 | 7,724股 | +1.3万股+165.25% | 加仓 |
 可口可乐KO |
| 0.54% | 0.74% | $321.5万 | 5.3万股 | $178.7万 | 3.0万股 | +2.2万股+73.28% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.51% | — | $304.5万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 D R HORTONDHI |
| 0.51% | — | $302.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 好市多COST |
| 0.51% | 0.98% | $300.8万 | 4,106股 | $234.7万 | 3,555股 | +551股+15.50% | 加仓 |
 思科CSCO |
| 0.5% | 1.18% | $294.9万 | 5.9万股 | $283.0万 | 5.6万股 | +3,082股+5.50% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.49% | 1.17% | $292.5万 | 2.0万股 | $281.9万 | 2.1万股 | -870股-4.21% | 减仓 |
 麦当劳MCD |
| 0.48% | 1.29% | $286.6万 | 1.0万股 | $309.2万 | 1.0万股 | -262股-2.51% | 减仓 |
