 泛林集团LRCX |
| 5.4% | 0.57% | $331.7万 | 7,786股 | $44.0万 | 819股 | +6,967股+850.67% | 加仓 |
| IiShares安硕信托SHV |
| 4.95% | — | $303.9万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| V先锋领航指数基金VOO |
| 4.67% | 2.4% | $287.0万 | 8,274股 | $186.3万 | 4,488股 | +3,786股+84.36% | 加仓 |
| IiShares安硕信托AGG |
| 2.49% | 2.68% | $152.9万 | 1.5万股 | $207.9万 | 1.9万股 | -4,372股-22.52% | 减仓 |
| IiShares安硕信托IVV |
| 2.39% | 2.92% | $146.7万 | 3,870股 | $227.3万 | 5,009股 | -1,139股-22.74% | 减仓 |
| V先锋领航全球基金VGT |
| 2.33% | 2.82% | $143.2万 | 4,386股 | $219.2万 | 5,264股 | -878股-16.68% | 减仓 |
 谷歌AGOOGL |
| 2.3% | 1.06% | $141.1万 | 676股 | $82.3万 | 296股 | +380股+128.38% | 加仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 2.27% | — | $139.1万 | 8,066股 | $0 | 0股 | +8,066股 | 新买入 |
 VisaV |
| 2.25% | 0.69% | $138.0万 | 7,010股 | $53.6万 | 2,418股 | +4,592股+189.91% | 加仓 |
 好市多COST |
| 2.08% | 0.98% | $127.9万 | 2,669股 | $76.2万 | 1,323股 | +1,346股+101.74% | 加仓 |
 QUANTA SVCSPWR |
| 1.98% | 0.82% | $121.6万 | 9,700股 | $63.7万 | 4,841股 | +4,859股+100.37% | 加仓 |
| N新纪元能源NEE |
| 1.93% | 0.85% | $118.6万 | 1.5万股 | $66.0万 | 7,793股 | +7,525股+96.56% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 1.86% | 2.02% | $114.2万 | 2.5万股 | $156.8万 | 3.2万股 | -6,974股-22.13% | 减仓 |
| F第一信托交易所交易基金VIFIXD |
| 1.85% | 2% | $113.6万 | 2.4万股 | $155.7万 | 3.1万股 | -6,904股-21.99% | 减仓 |
| I景顺·TOTAL RETURN BOND ETFGTO |
| 1.82% | 2% | $111.6万 | 2.3万股 | $155.4万 | 3.0万股 | -6,460股-21.80% | 减仓 |
| H哈特福德·FDS EXCHANGE TRADEDHTRB |
| 1.8% | 1.97% | $110.5万 | 3.2万股 | $153.0万 | 4.2万股 | -9,252股-22.27% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.8% | — | $110.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 万事达MA |
| 1.46% | 0.64% | $89.4万 | 2,833股 | $50.0万 | 1,398股 | +1,435股+102.65% | 加仓 |
 CARLISLE COSCSL |
| 1.43% | 0.58% | $88.0万 | 3,691股 | $44.9万 | 1,824股 | +1,867股+102.36% | 加仓 |
 礼来LLY |
| 1.4% | — | $85.9万 | 2,650股 | $0 | 0股 | +2,650股 | 新买入 |
| G高盛ETF信托GBIL |
| 1.38% | — | $84.8万 | 8,495股 | $0 | 0股 | +8,495股 | 新买入 |
 Elevance健康ELV |
| 1.36% | 0.54% | $83.5万 | 1,732股 | $42.1万 | 856股 | +876股+102.34% | 加仓 |
 科磊KLAC |
| 1.34% | 0.6% | $82.2万 | 2,578股 | $46.6万 | 1,272股 | +1,306股+102.67% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.31% | 0.56% | $80.6万 | 1,276股 | $43.2万 | 630股 | +646股+102.54% | 加仓 |
 福泰制药VRTX |
| 1.22% | 0.45% | $74.9万 | 2,660股 | $34.7万 | 1,328股 | +1,332股+100.30% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.21% | — | $74.4万 | 1,556股 | $0 | 0股 | +1,556股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.21% | 1.47% | $74.3万 | 5,793股 | $114.1万 | 8,329股 | -2,536股-30.45% | 减仓 |
 HalozymeHALO |
| 1.18% | — | $72.7万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 自由媒体FWONK |
| 1.17% | 0.5% | $72.1万 | 1.1万股 | $39.2万 | 5,612股 | +5,742股+102.32% | 加仓 |
 PROGRESSIVEPGR |
| 1.13% | 0.44% | $69.1万 | 5,946股 | $34.3万 | 3,013股 | +2,933股+97.34% | 加仓 |
 可口可乐KO |
| 1.12% | — | $68.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 亚马逊AMZN |
| 1.1% | 0.93% | $67.4万 | 6,341股 | $72.0万 | 221股 | +6,120股+2,769.23% | 加仓 |
| E爱克斯龙EXC |
| 1.1% | — | $67.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| IiShares安硕·COREIJH |
| 1.06% | 1.3% | $65.3万 | 2,886股 | $101.2万 | 3,772股 | -886股-23.49% | 减仓 |
 微软MSFT |
| 1.06% | 1.05% | $65.0万 | 2,532股 | $81.5万 | 2,643股 | -111股-4.20% | 减仓 |
 博通AVGO |
| 1.05% | — | $64.3万 | 1,323股 | $0 | 0股 | +1,323股 | 新买入 |
| V先锋领航全球基金VCR |
| 1.04% | 1.46% | $63.9万 | 2,810股 | $113.8万 | 3,727股 | -917股-24.60% | 减仓 |
 CF INDSCF |
| 1.03% | — | $63.3万 | 7,387股 | $0 | 0股 | +7,387股 | 新买入 |
 Jack Henry & Associates, IncJKHY |
| 1.01% | — | $61.9万 | 3,436股 | $0 | 0股 | +3,436股 | 新买入 |
| IiShares安硕·S&PIVE |
| 1% | 1.07% | $61.6万 | 4,481股 | $83.3万 | 5,352股 | -871股-16.27% | 减仓 |
 埃克森美孚XOM |
| 1% | 0.39% | $61.4万 | 7,174股 | $30.6万 | 3,704股 | +3,470股+93.68% | 加仓 |
 EOG资源EOG |
| 0.94% | 0.65% | $57.7万 | 5,218股 | $50.7万 | 4,253股 | +965股+22.69% | 加仓 |
 SterisSTE |
| 0.94% | — | $57.5万 | 2,787股 | $0 | 0股 | +2,787股 | 新买入 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.83% | 0.88% | $51.1万 | 1.1万股 | $68.5万 | 1.3万股 | -1,734股-13.24% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.83% | 1.05% | $50.7万 | 1.6万股 | $81.9万 | 2.1万股 | -5,255股-24.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.82% | — | $50.6万 | 1,854股 | $0 | 0股 | +1,854股 | 新买入 |
 ADPADP |
| 0.79% | — | $48.7万 | 2,318股 | $0 | 0股 | +2,318股 | 新买入 |
 苹果AAPL |
| 0.78% | 1.18% | $48.1万 | 3,517股 | $91.4万 | 5,234股 | -1,717股-32.80% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.77% | 1.02% | $47.0万 | 8,657股 | $78.9万 | 1.1万股 | -2,813股-24.52% | 减仓 |
| N纳斯达克NDAQ |
| 0.75% | 0.67% | $46.1万 | 3,026股 | $52.2万 | 2,928股 | +98股+3.35% | 加仓 |
