 美光科技MU |
| 3.17% | 1.8% | $4,902.7万 | 4.2万股 | $1,405.4万 | 4.2万股 | +874股+2.10% | 加仓 |
| G通用动力VTI |
| 2.95% | 5.1% | $4,559.4万 | 12.3万股 | $3,984.9万 | 12.4万股 | -1,000股-0.81% | 减仓 |
 苹果AAPL |
| 2.78% | 4.86% | $4,301.6万 | 14.9万股 | $3,798.9万 | 15.0万股 | -1,029股-0.69% | 减仓 |
| FFLEXFLEX |
| 2.77% | 2.94% | $4,288.7万 | 26.5万股 | $2,301.5万 | 35.2万股 | -8.7万股-24.74% | 减仓 |
 泛林集团LRCX |
| 2.75% | 3.05% | $4,255.5万 | 9.8万股 | $2,383.8万 | 11.2万股 | -1.3万股-11.98% | 减仓 |
 台积电TSM |
| 2.18% | 3.12% | $3,380.5万 | 7.1万股 | $2,436.6万 | 7.2万股 | -1,313股-1.82% | 减仓 |
 英伟达NVDA |
| 2.08% | — | $3,221.2万 | 16.1万股 | $0 | 0股 | +16.1万股 | 新买入 |
 谷歌AGOOGL |
| 2.06% | — | $3,193.6万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 博通AVGO |
| 1.85% | — | $2,859.3万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 礼来LLY |
| 1.84% | 2.59% | $2,848.1万 | 2.4万股 | $2,026.3万 | 2.2万股 | +1,715股+7.78% | 加仓 |
 UNITED RENTALSURI |
| 1.67% | 2.12% | $2,591.9万 | 2.3万股 | $1,658.9万 | 2.3万股 | +109股+0.48% | 加仓 |
 亚马逊AMZN |
| 1.57% | 2.73% | $2,436.7万 | 10.2万股 | $2,131.0万 | 10.2万股 | -84股-0.08% | 减仓 |
 阿斯麦ASML |
| 1.51% | — | $2,332.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 高盛GS |
| 1.5% | 2.48% | $2,323.6万 | 2.3万股 | $1,938.7万 | 2.3万股 | +58股+0.25% | 加仓 |
| I景顺·S&PSPHQ |
| 1.45% | — | $2,240.5万 | 24.9万股 | $0 | 0股 | +24.9万股 | 新买入 |
 Meta平台META |
| 1.36% | — | $2,108.0万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.31% | 2.16% | $2,025.8万 | 2.9万股 | $1,690.1万 | 2.8万股 | +1,212股+4.29% | 加仓 |
| AAPPLOVINAPP |
| 1.31% | — | $2,020.3万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC |
| 1.19% | 2.09% | $1,838.7万 | 6.7万股 | $1,636.7万 | 6.9万股 | -2,052股-2.96% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.17% | — | $1,816.7万 | 20.9万股 | $0 | 0股 | +20.9万股 | 新买入 |
 好市多COST |
| 1.15% | 2.3% | $1,783.4万 | 1.9万股 | $1,796.7万 | 1.8万股 | +1,033股+5.73% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.12% | 1.96% | $1,729.0万 | 7.3万股 | $1,534.2万 | 7.1万股 | +1,733股+2.43% | 加仓 |
 微软MSFT |
| 1.05% | 2.11% | $1,623.5万 | 4.4万股 | $1,647.6万 | 4.5万股 | -985股-2.21% | 减仓 |
 达美航空DAL |
| 1.01% | 1.4% | $1,558.1万 | 16.6万股 | $1,097.6万 | 16.5万股 | +1,258股+0.76% | 加仓 |
| C资本集团股息价值CCBG |
| 0.92% | — | $1,418.8万 | 28.8万股 | $0 | 0股 | +28.8万股 | 新买入 |
| V先锋领航·MIDVO |
| 0.86% | 1.51% | $1,325.9万 | 16.5万股 | $1,183.7万 | 4.1万股 | +12.3万股+299.23% | 加仓 |
 HCA医疗HCA |
| 0.83% | — | $1,290.1万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
| PPacer基金信托COWZ |
| 0.82% | — | $1,265.3万 | 20.3万股 | $0 | 0股 | +20.3万股 | 新买入 |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 0.8% | 1.43% | $1,245.7万 | 8.8万股 | $1,118.5万 | 8.9万股 | -1,593股-1.78% | 减仓 |
 美铝AA |
| 0.78% | 1.15% | $1,208.1万 | 23.2万股 | $902.6万 | 13.6万股 | +9.6万股+70.27% | 加仓 |
 ExpediaEXPE |
| 0.78% | — | $1,201.4万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.72% | — | $1,108.3万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.71% | 1.33% | $1,100.3万 | 6.6万股 | $1,038.0万 | 4.9万股 | +1.6万股+32.73% | 加仓 |
| VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE |
| 0.7% | — | $1,079.9万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| S嘉信策略信托SCHD |
| 0.69% | 1.36% | $1,075.3万 | 33.9万股 | $1,062.8万 | 34.6万股 | -7,310股-2.11% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF |
| 0.69% | 1.28% | $1,072.5万 | 13.4万股 | $999.7万 | 13.9万股 | -5,710股-4.10% | 减仓 |
| IiShares安硕·U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 0.67% | — | $1,039.9万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
| IiShares安硕信托IWY |
| 0.66% | 1.07% | $1,018.4万 | 3.5万股 | $837.5万 | 3.4万股 | +1,387股+4.12% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 1.12% | $985.7万 | 1.3万股 | $873.8万 | 1.3万股 | -235股-1.75% | 减仓 |
| F第一信托交易所交易基金RDVY |
| 0.62% | — | $961.9万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
| V先锋领航指数基金VB |
| 0.62% | 1.05% | $957.2万 | 3.2万股 | $819.9万 | 3.1万股 | +274股+0.88% | 加仓 |
 卡地纳健康CAH |
| 0.61% | — | $945.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.6% | 1.06% | $936.4万 | 11.3万股 | $829.3万 | 2.0万股 | +9.3万股+457.23% | 加仓 |
| C资本集团成长ETFCGGR |
| 0.6% | — | $930.1万 | 19.7万股 | $0 | 0股 | +19.7万股 | 新买入 |
 万事达MA |
| 0.6% | — | $922.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 康宁GLW |
| 0.58% | 0.73% | $894.4万 | 3.5万股 | $574.1万 | 4.2万股 | -7,205股-17.07% | 减仓 |
 黑石集团BX |
| 0.56% | — | $867.5万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 卡特彼勒CAT |
| 0.55% | 0.73% | $852.8万 | 8,008股 | $567.2万 | 8,006股 | +2股+0.02% | 加仓 |
 切尼尔能源LNG |
| 0.54% | — | $842.7万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV |
| 0.54% | 1.05% | $834.9万 | 17.2万股 | $821.7万 | 16.2万股 | +9,829股+6.08% | 加仓 |
