| SSPDR标普500 ETFSPY |
| 10.33% | 8.8% | $2,473.5万 | 6.6万股 | $2,459.8万 | 5.4万股 | +1.1万股+20.39% | 加仓 |
 微软MSFT |
| 6.9% | 7.37% | $1,651.6万 | 6.4万股 | $2,059.7万 | 6.7万股 | -2,496股-3.74% | 减仓 |
 苹果AAPL |
| 5.75% | 6.52% | $1,376.9万 | 10.1万股 | $1,821.9万 | 10.4万股 | -3,634股-3.48% | 减仓 |
 英伟达NVDA |
| 5.28% | 7.89% | $1,263.5万 | 8.3万股 | $2,204.7万 | 8.1万股 | +2,552股+3.16% | 加仓 |
| V先锋领航指数基金VNQ |
| 3.35% | 3.48% | $802.8万 | 8.8万股 | $973.2万 | 9.0万股 | -1,689股-1.88% | 减仓 |
| VVanEck ETF信托GDX |
| 3.28% | 4.11% | $784.6万 | 28.7万股 | $1,149.2万 | 30.0万股 | -1.3万股-4.37% | 减仓 |
 直觉外科ISRG |
| 2.54% | 3.1% | $607.1万 | 3.0万股 | $866.9万 | 2.9万股 | +1,511股+5.26% | 加仓 |
 AMGEN COMAMGN |
| 2.35% | 2.01% | $563.1万 | 2.3万股 | $563.0万 | 2.3万股 | -140股-0.60% | 减仓 |
| V先锋领航全球基金VAW |
| 2.29% | 2.52% | $547.7万 | 3.4万股 | $703.5万 | 3.6万股 | -2,070股-5.71% | 减仓 |
 威瑞森VZ |
| 2.06% | 1.77% | $493.2万 | 9.7万股 | $494.0万 | 9.7万股 | +208股+0.21% | 加仓 |
 强生JNJ |
| 2.01% | 1.72% | $481.9万 | 2.7万股 | $479.5万 | 2.7万股 | +92股+0.34% | 加仓 |
 美光科技MU |
| 2.01% | 2.01% | $481.5万 | 8.7万股 | $561.5万 | 7.2万股 | +1.5万股+20.81% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.99% | 1.89% | $475.3万 | 3.7万股 | $527.6万 | 3.9万股 | -1,453股-3.77% | 减仓 |
 雪佛龙CVX |
| 1.84% | 1.78% | $441.2万 | 3.0万股 | $498.1万 | 3.1万股 | -115股-0.38% | 减仓 |
 辉瑞PFE |
| 1.82% | 1.54% | $435.5万 | 8.3万股 | $429.4万 | 8.3万股 | +115股+0.14% | 加仓 |
 福泰制药VRTX |
| 1.74% | 1.39% | $417.3万 | 1.5万股 | $388.6万 | 1.5万股 | -82股-0.55% | 减仓 |
 洛克希德马丁LMT |
| 1.68% | 1.48% | $402.3万 | 9,356股 | $412.5万 | 9,345股 | +11股+0.12% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.67% | 2.08% | $400.3万 | 5.6万股 | $580.2万 | 7.6万股 | -2.0万股-26.25% | 减仓 |
 好事达ALL |
| 1.57% | 1.5% | $375.8万 | 3.0万股 | $419.1万 | 3.0万股 | -600股-1.98% | 减仓 |
 英特尔INTC |
| 1.42% | 1.53% | $339.7万 | 9.1万股 | $427.4万 | 8.6万股 | +4,554股+5.28% | 加仓 |
 宝洁PG |
| 1.38% | 1.25% | $329.7万 | 2.3万股 | $349.6万 | 2.3万股 | +55股+0.24% | 加仓 |
 3M COMMMM |
| 1.27% | 1.25% | $304.5万 | 2.4万股 | $349.9万 | 2.4万股 | +32股+0.14% | 加仓 |
 默沙东MRK |
| 1.2% | 1.01% | $287.2万 | 3.2万股 | $282.5万 | 3.4万股 | -2,925股-8.50% | 减仓 |
 迪士尼DIS |
| 1.15% | 1.43% | $274.5万 | 2.9万股 | $398.6万 | 2.9万股 | +21股+0.07% | 加仓 |
| W沃博联WBA |
| 1.14% | 1.15% | $272.4万 | 7.2万股 | $321.8万 | 7.2万股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 1.11% | 1.44% | $266.2万 | 1.9万股 | $403.2万 | 1.9万股 | -150股-0.79% | 减仓 |
| I景顺QQQ信托VOO |
| 1.08% | 0.03% | $257.9万 | 9,200股 | $7.3万 | 200股 | +9,000股+4,500.00% | 加仓 |
 通用动力GD |
| 1.03% | 0.97% | $247.4万 | 1.1万股 | $271.6万 | 1.1万股 | -79股-0.70% | 减仓 |
 思科CSCO |
| 1% | 1.11% | $238.9万 | 5.6万股 | $311.4万 | 5.6万股 | +173股+0.31% | 加仓 |
 沃尔玛WMT |
| 0.97% | 1.02% | $233.1万 | 1.9万股 | $285.3万 | 1.9万股 | +20股+0.10% | 加仓 |
| SSVB FINANCIAL GROUPSIVB |
| 0.94% | 0.84% | $224.4万 | 5,681股 | $235.5万 | 4,210股 | +1,471股+34.94% | 加仓 |
 COMERICARIO |
| 0.91% | 0.97% | $216.9万 | 3.0万股 | $272.4万 | 3.0万股 | -570股-1.89% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.81% | 0.68% | $194.0万 | 6.2万股 | $191.1万 | 5.0万股 | +1.2万股+23.70% | 加仓 |
| AAT&TT |
| 0.81% | 0.78% | $193.5万 | 9.2万股 | $217.0万 | 9.2万股 | +500股+0.54% | 加仓 |
 埃克森美孚XOM |
| 0.8% | 0.7% | $191.0万 | 2.2万股 | $195.0万 | 2.4万股 | -1,304股-5.52% | 减仓 |
| BBUNGE LIMITED F |
| 0.79% | 0.83% | $189.5万 | 2.1万股 | $231.6万 | 2.1万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.77% | 0.72% | $184.6万 | 1.1万股 | $200.6万 | 1.2万股 | -911股-7.60% | 减仓 |
 斯伦贝谢SLB |
| 0.75% | 0.81% | $178.8万 | 5.0万股 | $227.2万 | 5.5万股 | -5,000股-9.09% | 减仓 |
| OOVINTIV COMOVV |
| 0.74% | 0.77% | $176.8万 | 4.0万股 | $216.3万 | 4.0万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.71% | 0.58% | $169.4万 | 1.7万股 | $161.7万 | 1.7万股 | -56股-0.33% | 减仓 |
| TTERADYNETER |
| 0.7% | 0.2% | $168.1万 | 1.9万股 | $56.2万 | 4,750股 | +1.4万股+295.26% | 加仓 |
 国际纸业IP |
| 0.69% | 0.66% | $166.3万 | 4.0万股 | $183.4万 | 4.0万股 | 00.00% | 持仓不变 |
| SSYNAPTICSSYNA |
| 0.68% | 0.63% | $163.8万 | 1.4万股 | $177.1万 | 8,875股 | +5,000股+56.34% | 加仓 |
| FFEDERATED HERMESFHI |
| 0.68% | 0.62% | $161.8万 | 5.1万股 | $173.4万 | 5.1万股 | 00.00% | 持仓不变 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.66% | 0.84% | $157.8万 | 2.7万股 | $235.7万 | 3.1万股 | -4,200股-13.39% | 减仓 |
 捷迈邦美ZBH |
| 0.64% | 0.69% | $153.9万 | 1.5万股 | $193.1万 | 1.5万股 | -450股-2.98% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.64% | 0.68% | $152.8万 | 3.9万股 | $188.9万 | 3.9万股 | +35股+0.09% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.63% | 0.64% | $150.1万 | 3.7万股 | $178.2万 | 3.7万股 | -300股-0.81% | 减仓 |
 ServiceNowNOW |
| 0.62% | 0.62% | $149.2万 | 3,138股 | $174.3万 | 3,130股 | +8股+0.26% | 加仓 |
 康宁GLW |
| 0.59% | 0.59% | $141.8万 | 4.5万股 | $166.0万 | 4.5万股 | +33股+0.07% | 加仓 |
