 好市多COST |
| 14.2% | 5.17% | $8,800.2万 | 9.4万股 | $1,721.6万 | 9.5万股 | -549股-0.58% | 减仓 |
| V先锋领航指数基金VOO |
| 10.55% | 6.98% | $6,540.9万 | 9.5万股 | $2,321.4万 | 9.6万股 | -1,114股-1.16% | 减仓 |
 ANALOG DEVICES COMADI |
| 6.08% | 3.12% | $3,771.3万 | 9.5万股 | $1,038.5万 | 9.7万股 | -1,770股-1.83% | 减仓 |
 希尔顿HLT |
| 5.54% | 3.69% | $3,436.2万 | 10.4万股 | $1,229.6万 | 11.0万股 | -5,754股-5.24% | 减仓 |
 艺康ECL |
| 5.07% | 3.81% | $3,144.4万 | 11.3万股 | $1,267.2万 | 11.4万股 | -1,341股-1.18% | 减仓 |
 微软MSFT |
| 5.04% | 4.47% | $3,124.6万 | 8.4万股 | $1,487.8万 | 8.5万股 | -758股-0.90% | 减仓 |
 亚马逊AMZN |
| 4.59% | 3.35% | $2,844.2万 | 12.0万股 | $1,113.3万 | 12.1万股 | -1,650股-1.36% | 减仓 |
 VisaV |
| 4.57% | 3.04% | $2,831.2万 | 8.3万股 | $1,013.1万 | 8.3万股 | -888股-1.06% | 减仓 |
 特斯拉TSLA |
| 3.89% | 2.47% | $2,410.1万 | 5.7万股 | $823.3万 | 5.8万股 | -656股-1.13% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 3.4% | 1.71% | $2,110.1万 | 4.1万股 | $567.6万 | 4.3万股 | -1,065股-2.50% | 减仓 |
 苹果AAPL |
| 3.1% | 5.43% | $1,923.7万 | 9.3万股 | $1,807.3万 | 9.8万股 | -4,717股-4.81% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.37% | 2.23% | $1,469.8万 | 7.7万股 | $741.7万 | 5.6万股 | +2.1万股+38.24% | 加仓 |
 WEST PHARMACEUTICAL SVSCWST |
| 2.14% | 2.89% | $1,326.4万 | 6.4万股 | $962.5万 | 6.6万股 | -1,423股-2.17% | 减仓 |
| C资本集团成长ETFCGGR |
| 2.12% | 3.61% | $1,316.1万 | 29.5万股 | $1,199.7万 | 31.5万股 | -2.0万股-6.23% | 减仓 |
 林德LIN |
| 1.78% | 3.29% | $1,105.1万 | 3.5万股 | $1,093.6万 | 3.6万股 | -762股-2.13% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.52% | 3.05% | $944.0万 | 10.4万股 | $1,016.6万 | 10.8万股 | -3,590股-3.33% | 减仓 |
 DANAHER DEL COMDHR |
| 1.43% | 2.19% | $886.8万 | 4.7万股 | $727.8万 | 7.5万股 | -2.8万股-37.81% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.36% | 2.49% | $845.0万 | 17.0万股 | $827.3万 | 18.0万股 | -9,935股-5.53% | 减仓 |
| N新纪元能源NEE |
| 1.19% | 2.42% | $736.1万 | 12.8万股 | $806.4万 | 13.1万股 | -2,984股-2.27% | 减仓 |
 FRANCO NEVFNV |
| 1.18% | 2.7% | $729.3万 | 7.0万股 | $899.6万 | 7.1万股 | -1,452股-2.04% | 减仓 |
 SterisSTE |
| 1.11% | 1.78% | $688.0万 | 3.3万股 | $593.6万 | 2.7万股 | +5,830股+21.72% | 加仓 |
| IIBMIBM |
| 1.1% | 0.15% | $680.9万 | 2.4万股 | $49.4万 | 2,037股 | +2.2万股+1,088.66% | 加仓 |
| S道富XLI |
| 0.95% | — | $588.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.95% | — | $588.1万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 AMERICAN TOWER COMAMT |
| 0.93% | 0.9% | $575.0万 | 3.5万股 | $299.9万 | 4.2万股 | -6,495股-15.63% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.9% | 1.98% | $557.5万 | 10.5万股 | $660.1万 | 10.8万股 | -2,770股-2.57% | 减仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.83% | 2.02% | $513.4万 | 7.6万股 | $673.0万 | 8.2万股 | -5,727股-6.98% | 减仓 |
| F第一信托·USTCIBR |
| 0.76% | 1.01% | $472.0万 | 5.3万股 | $334.6万 | 5.3万股 | -854股-1.60% | 减仓 |
| V先锋领航指数基金VB |
| 0.72% | 0.74% | $445.9万 | 1.5万股 | $244.7万 | 9,343股 | +5,367股+57.44% | 加仓 |
 英伟达NVDA |
| 0.71% | 1.18% | $438.6万 | 3.0万股 | $394.3万 | 3.1万股 | -680股-2.20% | 减仓 |
| I景顺交易所交易基金信托PPA |
| 0.6% | 0.99% | $370.2万 | 2.1万股 | $328.3万 | 2.0万股 | +1,147股+5.79% | 加仓 |
 雅培ABT |
| 0.6% | 2.04% | $369.3万 | 4.1万股 | $678.3万 | 10.3万股 | -6.3万股-60.69% | 减仓 |
 高德纳IT |
| 0.59% | 0.01% | $368.2万 | 2.8万股 | $3.9万 | 2.8万股 | 00.00% | 持仓不变 |
| GGlobal X基金PAVE |
| 0.5% | — | $307.1万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 雷神技术RTX |
| 0.46% | 0.88% | $287.1万 | 1.5万股 | $291.9万 | 1.5万股 | 00.00% | 持仓不变 |
 德文能源DVN |
| 0.46% | — | $282.2万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 CHURCH & DWIGHTCHD |
| 0.42% | 0.84% | $259.5万 | 2.7万股 | $278.9万 | 3.0万股 | -3,094股-10.35% | 减仓 |
 宝洁PG |
| 0.42% | 0.77% | $258.4万 | 1.8万股 | $255.0万 | 1.8万股 | -35股-0.20% | 减仓 |
 ServiceNowNOW |
| 0.41% | — | $251.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 M&T银行MTB |
| 0.4% | 2.05% | $245.7万 | 1.0万股 | $682.4万 | 3.3万股 | -2.3万股-68.73% | 减仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.38% | 0.8% | $238.0万 | 2.1万股 | $266.6万 | 2.0万股 | +508股+2.54% | 加仓 |
| FFASTENAL COMFAST |
| 0.38% | 0.69% | $235.2万 | 4.9万股 | $229.1万 | 4.9万股 | -420股-0.85% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.37% | 0.67% | $228.8万 | 5.0万股 | $224.6万 | 4.9万股 | +1,525股+3.12% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.36% | 0.62% | $224.3万 | 3.7万股 | $205.6万 | 3.7万股 | -240股-0.64% | 减仓 |
 礼来LLY |
| 0.33% | 0.47% | $205.1万 | 1,710股 | $157.3万 | 1,710股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.27% | 0.49% | $168.0万 | 6,614股 | $161.7万 | 6,614股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.25% | 0.47% | $157.0万 | 1.7万股 | $157.0万 | 1.8万股 | -1,295股-7.03% | 减仓 |
 卡特彼勒CAT |
| 0.25% | 0.31% | $154.4万 | 1,450股 | $102.7万 | 1,450股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.22% | 0.53% | $136.3万 | 1.0万股 | $177.3万 | 1.1万股 | -1,351股-11.83% | 减仓 |
 APTARGROUPATR |
| 0.17% | 0.38% | $105.5万 | 8,430股 | $125.3万 | 9,940股 | -1,510股-15.19% | 减仓 |
