 苹果AAPL |
| 9.84% | 9.3% | $1,683.4万 | 5.8万股 | $1,302.9万 | 5.1万股 | +6,839股+13.32% | 加仓 |
 思科CSCO |
| 7.71% | 6.1% | $1,318.5万 | 11.2万股 | $854.3万 | 11.0万股 | +2,153股+1.96% | 加仓 |
 南方铜业SCCO |
| 4.26% | 4.45% | $729.2万 | 4.2万股 | $623.2万 | 3.6万股 | +5,625股+15.53% | 加仓 |
 联合健康UNH |
| 3.97% | 2.9% | $678.1万 | 1.6万股 | $406.0万 | 1.5万股 | +1,311股+8.74% | 加仓 |
| V先锋领航指数基金VOO |
| 3.45% | 3.4% | $590.1万 | 8,592股 | $477.1万 | 7,983股 | +609股+7.63% | 加仓 |
 PHILIP MORRIS INTLPM |
| 3.35% | 3.53% | $573.5万 | 3.2万股 | $494.2万 | 3.0万股 | +1,808股+6.05% | 加仓 |
 美国运通AXP |
| 3.24% | 3.7% | $554.9万 | 1.6万股 | $518.3万 | 1.7万股 | -729股-4.25% | 减仓 |
 迪士尼DIS |
| 3.15% | 3.74% | $538.2万 | 5.6万股 | $524.5万 | 5.4万股 | +1,499股+2.75% | 加仓 |
 德州仪器TXN |
| 3.11% | 2.51% | $531.0万 | 1.8万股 | $351.4万 | 1.8万股 | -286股-1.58% | 减仓 |
 强生JNJ |
| 2.88% | 3.38% | $492.9万 | 1.9万股 | $473.9万 | 1.9万股 | +19股+0.10% | 加仓 |
 ALTRIAMO |
| 2.86% | 2.97% | $489.8万 | 6.8万股 | $416.3万 | 6.3万股 | +4,998股+7.92% | 加仓 |
 可口可乐KO |
| 2.85% | 2.92% | $486.7万 | 6.0万股 | $409.0万 | 5.4万股 | +6,102股+11.35% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.67% | 2.89% | $457.4万 | 6,125股 | $405.6万 | 6,237股 | -112股-1.80% | 减仓 |
 威瑞森VZ |
| 2.38% | 3.14% | $406.8万 | 9.6万股 | $439.5万 | 8.8万股 | +8,518股+9.73% | 加仓 |
 VisaV |
| 2.35% | 2.14% | $401.4万 | 1.2万股 | $299.9万 | 9,921股 | +1,777股+17.91% | 加仓 |
| IIBMIBM |
| 2.32% | 2.22% | $397.1万 | 1.4万股 | $310.6万 | 1.3万股 | +1,305股+10.18% | 加仓 |
 康菲石油COP |
| 2.04% | 2.98% | $348.4万 | 3.4万股 | $418.0万 | 3.2万股 | +1,848股+5.84% | 加仓 |
 EOG资源EOG |
| 1.92% | 2.4% | $329.0万 | 2.5万股 | $336.1万 | 2.3万股 | +2,111股+9.08% | 加仓 |
 默沙东MRK |
| 1.8% | 2.16% | $308.3万 | 2.4万股 | $302.1万 | 2.5万股 | -1,121股-4.46% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.76% | 1.54% | $300.7万 | 1.6万股 | $215.2万 | 1.6万股 | -412股-2.54% | 减仓 |
 摩根大通JPM |
| 1.74% | 1.91% | $297.4万 | 9,085股 | $267.3万 | 9,085股 | 00.00% | 持仓不变 |
| MMAIN SECTOR ROTATION ETFSECT |
| 1.73% | 1.8% | $296.2万 | 4.1万股 | $252.1万 | 4.2万股 | -648股-1.55% | 减仓 |
| S道富XLI |
| 1.64% | 1.66% | $280.4万 | 1.5万股 | $232.9万 | 1.4万股 | +738股+5.12% | 加仓 |
 应用材料AMAT |
| 1.62% | — | $276.5万 | 3,825股 | $0 | 0股 | +3,825股 | 新买入 |
| SSPDR行业精选信托XLP |
| 1.56% | — | $266.6万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 美光科技MU |
| 1.54% | 0.74% | $263.8万 | 2,285股 | $103.1万 | 3,051股 | -766股-25.11% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.47% | 0.16% | $251.6万 | 4.7万股 | $22.2万 | 3,625股 | +4.4万股+1,206.70% | 加仓 |
 联合包裹UPSUPS |
| 1.46% | 1.45% | $250.2万 | 2.3万股 | $203.1万 | 2.1万股 | +2,632股+12.75% | 加仓 |
 英伟达NVDA |
| 1.24% | 1.13% | $212.2万 | 1.1万股 | $158.6万 | 9,092股 | +1,514股+16.65% | 加仓 |
 赛富时CRM |
| 1.2% | 1.83% | $204.9万 | 1.3万股 | $256.3万 | 1.4万股 | -652股-4.75% | 减仓 |
 飞塔FTNT |
| 1.18% | 0.77% | $201.9万 | 1.3万股 | $108.0万 | 1.3万股 | -80股-0.61% | 减仓 |
 礼来LLY |
| 1.16% | 1.09% | $199.0万 | 1,659股 | $152.5万 | 1,658股 | +1股+0.06% | 加仓 |
 西部数据WDC |
| 1.03% | 0.18% | $176.7万 | 2,767股 | $25.3万 | 935股 | +1,832股+195.94% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 1.01% | — | $172.6万 | 9,218股 | $0 | 0股 | +9,218股 | 新买入 |
| V先锋领航全球基金MGV |
| 0.96% | 0.96% | $163.8万 | 1.0万股 | $134.1万 | 9,254股 | +770股+8.32% | 加仓 |
| V先锋领航·MIDVO |
| 0.89% | 0.89% | $153.0万 | 1.9万股 | $124.6万 | 4,337股 | +1.5万股+337.91% | 加仓 |
 ExpediaEXPE |
| 0.89% | — | $152.3万 | 5,951股 | $0 | 0股 | +5,951股 | 新买入 |
| S嘉信·USSCHA |
| 0.88% | 0.79% | $149.9万 | 4.1万股 | $110.4万 | 3.8万股 | +3,505股+9.23% | 加仓 |
 Meta平台META |
| 0.75% | 0.73% | $128.4万 | 2,279股 | $101.7万 | 1,778股 | +501股+28.18% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.73% | 0.65% | $124.7万 | 2,369股 | $91.0万 | 1,620股 | +749股+46.23% | 加仓 |
| F第一信托交易所交易基金VIDDEC |
| 0.67% | 0.72% | $115.3万 | 2.4万股 | $100.3万 | 2.3万股 | +1,680股+7.42% | 加仓 |
 卡特彼勒CAT |
| 0.62% | 0.52% | $105.9万 | 994股 | $73.3万 | 1,035股 | -41股-3.96% | 减仓 |
| F第一信托交易所交易基金VIDAUG |
| 0.56% | 0.59% | $95.3万 | 2.0万股 | $83.2万 | 1.9万股 | +1,240股+6.49% | 加仓 |
| FFIRST TR EXCHANGE TRADED FD VIII FT CBOE VEST U S EQUITY DEEP BUFFER ETF - APRILDAPR |
| 0.55% | 0.6% | $93.8万 | 2.3万股 | $83.7万 | 2.1万股 | +1,887股+8.96% | 加仓 |
 GERMAN AMERN BANCORPGABC |
| 0.53% | 0.56% | $89.8万 | 1.9万股 | $79.1万 | 1.9万股 | 00.00% | 持仓不变 |
| PProShares信托NOBL |
| 0.41% | 0.46% | $70.2万 | 1.3万股 | $64.5万 | 6,082股 | +6,424股+105.62% | 加仓 |
 微软MSFT |
| 0.34% | 0.41% | $57.8万 | 1,550股 | $58.1万 | 1,570股 | -20股-1.27% | 减仓 |
 泛林集团LRCX |
| 0.3% | 0.18% | $51.2万 | 1,182股 | $25.3万 | 1,183股 | -1股-0.08% | 减仓 |
| TTERADYNETER |
| 0.23% | — | $40.0万 | 827股 | $0 | 0股 | +827股 | 新买入 |
 谷歌AGOOGL |
| 0.2% | 0.19% | $35.0万 | 979股 | $27.0万 | 940股 | +39股+4.15% | 加仓 |
