| V先锋领航STAR基金VXUS |
| 12.52% | 12.7% | $2,664.1万 | 31.2万股 | $2,372.8万 | 30.8万股 | +3,910股+1.27% | 加仓 |
| V先锋领航·FSTEVWO |
| 6.1% | 6.22% | $1,297.3万 | 21.7万股 | $1,162.2万 | 21.5万股 | +2,325股+1.08% | 加仓 |
| SSPDR道富系列信托BIL |
| 5.93% | 5.19% | $1,261.3万 | 13.8万股 | $970.2万 | 10.6万股 | +3.2万股+30.00% | 加仓 |
| IiShares安硕EWZ |
| 4.61% | 5.85% | $981.0万 | 28.4万股 | $1,093.3万 | 28.5万股 | -445股-0.16% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 4.5% | — | $958.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 高盛GS |
| 4.33% | 4.09% | $921.5万 | 9,111股 | $764.4万 | 9,036股 | +75股+0.83% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 4.01% | 3.4% | $853.0万 | 2.3万股 | $635.2万 | 2.3万股 | -20股-0.09% | 减仓 |
 苹果AAPL |
| 3.98% | 5.1% | $845.9万 | 2.9万股 | $953.4万 | 3.8万股 | -8,330股-22.17% | 减仓 |
 ExpediaEXPE |
| 3.42% | 3.42% | $727.0万 | 4.5万股 | $638.9万 | 4.5万股 | 00.00% | 持仓不变 |
| IiShares安硕EWM |
| 3.34% | 4.01% | $709.9万 | 26.3万股 | $749.4万 | 26.4万股 | -375股-0.14% | 减仓 |
 默沙东MRK |
| 3.31% | 3.52% | $705.1万 | 5.5万股 | $657.7万 | 5.5万股 | +200股+0.37% | 加仓 |
 F5FFIV |
| 2.97% | 2.37% | $632.2万 | 1.5万股 | $442.0万 | 1.5万股 | -80股-0.52% | 减仓 |
 BOOKING COMBKNG |
| 2.76% | 2.89% | $586.1万 | 3.3万股 | $539.8万 | 1,282股 | +3.2万股+2,464.74% | 加仓 |
 百事可乐PEP |
| 2.34% | 2.99% | $498.3万 | 3.7万股 | $558.0万 | 3.6万股 | +872股+2.43% | 加仓 |
| Q高通QCOM |
| 2.23% | 2.41% | $475.4万 | 2.6万股 | $450.3万 | 3.5万股 | -9,235股-26.41% | 减仓 |
| CCIGNALIBD |
| 2.01% | 2.17% | $427.2万 | 1.5万股 | $405.8万 | 1.5万股 | +287股+1.89% | 加仓 |
 INGREDION COMINGR |
| 2.01% | — | $426.5万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 EOG资源EOG |
| 1.9% | 2.39% | $403.6万 | 3.1万股 | $446.4万 | 3.1万股 | +233股+0.75% | 加仓 |
 帕卡PCAR |
| 1.85% | 2% | $393.9万 | 3.3万股 | $373.1万 | 3.2万股 | +487股+1.51% | 加仓 |
 好市多COST |
| 1.81% | 2.09% | $384.6万 | 4,111股 | $389.7万 | 3,911股 | +200股+5.11% | 加仓 |
 KROGER COMKR |
| 1.5% | 2.23% | $319.6万 | 5.8万股 | $416.5万 | 5.8万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.47% | 1.37% | $313.1万 | 2,610股 | $256.2万 | 2,785股 | -175股-6.28% | 减仓 |
| VVanEck ETF信托GDX |
| 1.39% | 1.94% | $296.7万 | 3.9万股 | $362.1万 | 3.9万股 | -130股-0.33% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 1.36% | 1.72% | $288.3万 | 11.7万股 | $321.3万 | 11.2万股 | +5,465股+4.88% | 加仓 |
 思科CSCO |
| 1.32% | 0.99% | $281.2万 | 2.4万股 | $185.7万 | 2.4万股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 1.26% | 1.59% | $268.4万 | 2.1万股 | $297.7万 | 2.1万股 | -116股-0.54% | 减仓 |
 MCKESSON COMMCK |
| 1.26% | 1.65% | $268.2万 | 3,550股 | $308.9万 | 3,570股 | -20股-0.56% | 减仓 |
 卡地纳健康CAH |
| 1.23% | 1.27% | $261.7万 | 1.1万股 | $237.5万 | 1.1万股 | -225股-2.00% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.11% | 1.9% | $235.5万 | 6.1万股 | $354.9万 | 5.8万股 | +2,965股+5.13% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 1.09% | 1.1% | $231.2万 | 2.2万股 | $205.3万 | 2.2万股 | -145股-0.66% | 减仓 |
 谷歌AGOOGL |
| 1.08% | 0.99% | $230.6万 | 6,454股 | $185.6万 | 6,454股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 1.07% | 1.38% | $226.9万 | 4.6万股 | $258.6万 | 4.6万股 | -95股-0.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.86% | 0.93% | $182.0万 | 3,637股 | $174.3万 | 3,637股 | 00.00% | 持仓不变 |
 渤健BIIB |
| 0.82% | 0.79% | $173.8万 | 8,043股 | $147.5万 | 8,043股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 0.76% | 0.76% | $161.0万 | 1.8万股 | $142.5万 | 1.8万股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 0.74% | 0.74% | $157.1万 | 2.6万股 | $138.0万 | 2.7万股 | -525股-1.98% | 减仓 |
 微软MSFT |
| 0.71% | 0.55% | $151.8万 | 4,070股 | $102.5万 | 2,770股 | +1,300股+46.93% | 加仓 |
| G高盛ETF信托GBIL |
| 0.37% | 0.43% | $79.3万 | 7,920股 | $79.4万 | 7,920股 | 00.00% | 持仓不变 |
| PPacer基金信托COWZ |
| 0.36% | 0.4% | $76.9万 | 1.2万股 | $74.0万 | 1.2万股 | +535股+4.52% | 加仓 |
 亚马逊AMZN |
| 0.32% | 0.24% | $68.8万 | 2,885股 | $45.5万 | 2,185股 | +700股+32.04% | 加仓 |
 埃克森美孚XOM |
| 0.31% | 0.43% | $65.4万 | 4,784股 | $81.2万 | 4,784股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.3% | 0.31% | $64.3万 | 1,900股 | $57.5万 | 1,900股 | 00.00% | 持仓不变 |
 VisaV |
| 0.26% | 0.27% | $56.3万 | 1,640股 | $49.6万 | 1,640股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.26% | 0.26% | $54.6万 | 3,370股 | $48.9万 | 3,370股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.21% | 0.22% | $45.2万 | 3,160股 | $41.4万 | 3,160股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 0.21% | 0.19% | $44.7万 | 9,333股 | $34.6万 | 9,408股 | -75股-0.80% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.19% | 0.2% | $41.5万 | 1,752股 | $37.7万 | 1,752股 | 00.00% | 持仓不变 |
| IiShares安硕信托IEFA |
| 0.19% | 0.2% | $40.7万 | 4,211股 | $38.1万 | 4,211股 | 00.00% | 持仓不变 |
 阿默普莱斯AMP |
| 0.18% | 0.19% | $37.3万 | 814股 | $36.2万 | 814股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.17% | 0.2% | $36.7万 | 3,810股 | $36.7万 | 3,810股 | 00.00% | 持仓不变 |
