| S嘉信·USSCHP |
| 23.6% | 35.54% | $5,944.8万 | 113.9万股 | $8,717.6万 | 172.7万股 | -58.8万股-34.04% | 减仓 |
| VVANECK JPMEMLC |
| 10.42% | 10.69% | $2,624.6万 | 103.5万股 | $2,621.7万 | 109.8万股 | -6.3万股-5.73% | 减仓 |
| IiShares安硕信托TIP |
| 7.17% | — | $1,805.8万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 STAG INDUSTRIALSTAG |
| 6.19% | 6.54% | $1,558.3万 | 43.8万股 | $1,603.5万 | 47.3万股 | -3.5万股-7.33% | 减仓 |
| V先锋领航白厅基金VYM |
| 5.07% | 4.82% | $1,276.6万 | 11.4万股 | $1,181.5万 | 11.4万股 | 00.00% | 持仓不变 |
| I景顺·ACTVELY MNGD ETC FDPDBC |
| 3.5% | 4.28% | $883.0万 | 66.4万股 | $1,050.4万 | 70.3万股 | -3.9万股-5.50% | 减仓 |
| IiShares安硕信托DVY |
| 2.28% | 2.15% | $573.3万 | 4.9万股 | $526.5万 | 4.9万股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.43% | 1.42% | $361.4万 | 3.9万股 | $348.1万 | 3.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWY |
| 1.3% | 1.17% | $328.3万 | 1.9万股 | $288.2万 | 1.9万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.23% | 1.13% | $311.1万 | 1.6万股 | $276.6万 | 1.6万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 1.09% | 1.02% | $274.9万 | 1.0万股 | $249.8万 | 1.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 1.08% | 0.93% | $272.3万 | 7,242股 | $228.7万 | 7,242股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.08% | 1.06% | $271.3万 | 5,153股 | $259.8万 | 5,153股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.95% | 0.83% | $238.9万 | 6,749股 | $202.6万 | 6,749股 | 00.00% | 持仓不变 |
 恩智浦NXPI |
| 0.91% | 0.82% | $230.4万 | 1.0万股 | $200.5万 | 1.0万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.85% | 0.77% | $214.1万 | 4,324股 | $188.1万 | 4,324股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.75% | 0.61% | $188.3万 | 2.2万股 | $150.1万 | 2.2万股 | 00.00% | 持仓不变 |
| CCHARGEPOINT HLDGS INC CLASS A |
| 0.64% | — | $161.2万 | 68.9万股 | $0 | 0股 | +68.9万股 | 新买入 |
| IiShares安硕信托IWX |
| 0.63% | 0.61% | $159.8万 | 2.3万股 | $148.9万 | 2.3万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.57% | 0.6% | $144.3万 | 9,500股 | $146.6万 | 1.2万股 | -2,032股-17.62% | 减仓 |
 万事达MA |
| 0.41% | 0.39% | $103.6万 | 2,429股 | $96.2万 | 2,429股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.41% | 0.45% | $103.4万 | 2.0万股 | $110.1万 | 2.0万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.4% | 0.39% | $101.2万 | 7,244股 | $94.8万 | 7,244股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.36% | 0.29% | $90.8万 | 1,865股 | $70.4万 | 1,865股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.34% | 0.29% | $85.9万 | 8,259股 | $71.8万 | 8,259股 | 00.00% | 持仓不变 |
 VisaV |
| 0.32% | 0.38% | $80.9万 | 3,109股 | $92.1万 | 4,004股 | -895股-22.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.31% | 0.3% | $78.6万 | 5,580股 | $73.6万 | 5,580股 | 00.00% | 持仓不变 |
 TG THERAPEUTICSTGTX |
| 0.27% | — | $66.9万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 KEURIG DR PEPPER COMKDP |
| 0.26% | — | $66.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 博通AVGO |
| 0.26% | 0.14% | $65.3万 | 585股 | $35.4万 | 426股 | +159股+37.32% | 加仓 |
| TTRANSMEDICSTMDX |
| 0.25% | — | $62.2万 | 7,879股 | $0 | 0股 | +7,879股 | 新买入 |
 艾伯维ABBV |
| 0.24% | 0.24% | $61.5万 | 3,970股 | $59.2万 | 3,970股 | 00.00% | 持仓不变 |
| RRedfin |
| 0.24% | 0.07% | $60.5万 | 5.9万股 | $17.8万 | 2.5万股 | +3.3万股+131.45% | 加仓 |
| HHUDSON PACIFIC PROPERTIES INC COMHPP |
| 0.24% | — | $59.2万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 诺和诺德NVO |
| 0.22% | 0.2% | $54.9万 | 5,310股 | $48.3万 | 5,310股 | 00.00% | 持仓不变 |
 COINBASE GLOBALCOIN |
| 0.21% | 0.09% | $53.8万 | 3,095股 | $23.2万 | 3,095股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.21% | 0.22% | $53.3万 | 3,402股 | $53.0万 | 3,402股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.21% | 0.17% | $52.9万 | 675股 | $42.3万 | 675股 | 00.00% | 持仓不变 |
| DDIGITALOCEANDOCN |
| 0.2% | — | $51.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 ZOETIS CL AZTS |
| 0.2% | 0.18% | $51.0万 | 2,585股 | $45.0万 | 2,585股 | 00.00% | 持仓不变 |
| TTANDEM DIABETES CARETNDM |
| 0.2% | — | $49.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 ALPHATECATEC |
| 0.2% | — | $49.2万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 ENPHASE ENERGY COMENPH |
| 0.19% | — | $48.6万 | 3,680股 | $0 | 0股 | +3,680股 | 新买入 |
 埃森哲ACN |
| 0.19% | 0.17% | $47.5万 | 1,354股 | $41.6万 | 1,354股 | 00.00% | 持仓不变 |
 HARMONY BIOSCIENCES INHRMY |
| 0.19% | — | $47.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| UUnityU |
| 0.19% | — | $47.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 ROKU COM CL AROKU |
| 0.19% | — | $47.1万 | 5,137股 | $0 | 0股 | +5,137股 | 新买入 |
 WESTERN ALLIANCE BANCORPWAL |
| 0.19% | — | $46.8万 | 7,107股 | $0 | 0股 | +7,107股 | 新买入 |
| SSEMTECHSMTC |
| 0.18% | — | $46.3万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| MMAXLINEARMXL |
| 0.18% | — | $46.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
