 苹果AAPL |
| 15.59% | 15.37% | $4,569.2万 | 15.8万股 | $4,050.5万 | 16.0万股 | -1,695股-1.06% | 减仓 |
 英伟达NVDA |
| 8.39% | 8.26% | $2,459.5万 | 12.3万股 | $2,176.9万 | 12.5万股 | -1,900股-1.52% | 减仓 |
 微软MSFT |
| 4.45% | 5% | $1,303.7万 | 3.5万股 | $1,316.3万 | 3.6万股 | -611股-1.72% | 减仓 |
| SSPDR行业精选信托XLK |
| 4.25% | 3.43% | $1,245.9万 | 6.5万股 | $904.8万 | 6.8万股 | -2,684股-3.94% | 减仓 |
 亚马逊AMZN |
| 3.34% | 3.31% | $978.2万 | 4.1万股 | $871.2万 | 4.2万股 | -787股-1.88% | 减仓 |
 Meta平台META |
| 2.4% | 2.81% | $702.3万 | 1.2万股 | $740.7万 | 1.3万股 | -478股-3.69% | 减仓 |
 摩根大通JPM |
| 2.23% | 2.31% | $653.8万 | 2.0万股 | $609.9万 | 2.1万股 | -761股-3.67% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.13% | 1.96% | $623.5万 | 1.8万股 | $517.1万 | 1.8万股 | -380股-2.11% | 减仓 |
 AMD超威AMD |
| 2.11% | 0.83% | $618.1万 | 1.1万股 | $218.2万 | 1.1万股 | -85股-0.79% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.92% | 2.01% | $561.5万 | 10.5万股 | $529.0万 | 10.7万股 | -2,413股-2.25% | 减仓 |
| S嘉信策略信托SCHD |
| 1.46% | 1.39% | $428.6万 | 13.5万股 | $367.1万 | 12.0万股 | +1.6万股+12.97% | 加仓 |
 特斯拉TSLA |
| 1.45% | 1.43% | $425.7万 | 1.0万股 | $376.0万 | 1.0万股 | +8股+0.08% | 加仓 |
 谷歌AGOOGL |
| 1.43% | 1.37% | $419.5万 | 1.2万股 | $362.1万 | 1.3万股 | -853股-6.77% | 减仓 |
| S道富XLI |
| 1.32% | 1.34% | $387.9万 | 2.1万股 | $353.3万 | 2.2万股 | -899股-4.12% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.16% | 1.58% | $340.5万 | 6.4万股 | $415.7万 | 6.8万股 | -3,752股-5.53% | 减仓 |
 CrowdStrikeCRWD |
| 1.14% | 0.64% | $334.3万 | 4,381股 | $169.3万 | 4,336股 | +45股+1.04% | 加仓 |
 强生JNJ |
| 1.13% | 1.26% | $332.6万 | 1.3万股 | $331.3万 | 1.4万股 | -456股-3.37% | 减仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.11% | 1.17% | $324.2万 | 2.0万股 | $307.7万 | 2.1万股 | -554股-2.64% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.03% | 1.29% | $300.6万 | 2.8万股 | $341.0万 | 3.1万股 | -2,704股-8.79% | 减仓 |
 希捷STX |
| 0.99% | 0.45% | $289.1万 | 2,996股 | $117.4万 | 2,996股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.97% | 1.36% | $285.7万 | 2.5万股 | $358.6万 | 2.9万股 | -3,624股-12.56% | 减仓 |
 美光科技MU |
| 0.96% | 0.33% | $281.8万 | 2,441股 | $85.7万 | 2,536股 | -95股-3.75% | 减仓 |
| V先锋领航指数基金VOO |
| 0.94% | 0.9% | $275.8万 | 4,015股 | $238.4万 | 3,990股 | +25股+0.63% | 加仓 |
 家得宝HD |
| 0.93% | 0.99% | $272.7万 | 7,732股 | $261.2万 | 7,942股 | -210股-2.64% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.93% | 1.01% | $271.4万 | 2.3万股 | $266.8万 | 2.4万股 | -1,345股-5.49% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.92% | 1.09% | $270.5万 | 6.0万股 | $286.2万 | 6.2万股 | -2,712股-4.35% | 减仓 |
 博通AVGO |
| 0.89% | 0.81% | $261.4万 | 6,919股 | $214.5万 | 6,928股 | -9股-0.13% | 减仓 |
 VisaV |
| 0.86% | 0.84% | $251.8万 | 7,338股 | $220.9万 | 7,308股 | +30股+0.41% | 加仓 |
 高盛GS |
| 0.84% | 0.85% | $246.4万 | 2,436股 | $222.7万 | 2,632股 | -196股-7.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.79% | 0.86% | $231.9万 | 4,633股 | $227.0万 | 4,737股 | -104股-2.20% | 减仓 |
| IiShares安硕信托IVV |
| 0.77% | 0.75% | $224.7万 | 3,000股 | $197.9万 | 3,029股 | -29股-0.96% | 减仓 |
| V先锋领航全球基金VGT |
| 0.76% | 0.63% | $223.4万 | 1.9万股 | $166.2万 | 2,382股 | +1.6万股+684.72% | 加仓 |
 摩根士丹利MS |
| 0.75% | 0.67% | $220.0万 | 1.1万股 | $176.3万 | 1.1万股 | -184股-1.72% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 0.75% | 0.86% | $219.3万 | 4.3万股 | $227.0万 | 4.5万股 | -2,295股-5.05% | 减仓 |
 礼来LLY |
| 0.73% | 0.61% | $214.9万 | 1,791股 | $161.4万 | 1,755股 | +36股+2.05% | 加仓 |
 宝洁PG |
| 0.72% | 0.89% | $212.2万 | 1.4万股 | $235.4万 | 1.6万股 | -1,822股-11.18% | 减仓 |
 卡特彼勒CAT |
| 0.71% | 0.53% | $207.4万 | 1,947股 | $138.4万 | 1,953股 | -6股-0.31% | 减仓 |
 NETFLIXNFLX |
| 0.67% | 0.99% | $196.0万 | 2.7万股 | $261.8万 | 2.7万股 | +225股+0.83% | 加仓 |
| SSPDR行业精选信托XLP |
| 0.66% | 0.75% | $194.5万 | 2.3万股 | $198.2万 | 2.4万股 | -764股-3.16% | 减仓 |
 思科CSCO |
| 0.64% | 0.5% | $186.3万 | 1.6万股 | $131.0万 | 1.7万股 | -1,018股-6.03% | 减仓 |
 好市多COST |
| 0.63% | 0.74% | $183.3万 | 1,959股 | $195.5万 | 1,962股 | -3股-0.15% | 减仓 |
 联邦快递FDX |
| 0.62% | 0.8% | $181.6万 | 5,800股 | $212.0万 | 5,953股 | -153股-2.57% | 减仓 |
 麦当劳MCD |
| 0.6% | 0.8% | $176.6万 | 6,532股 | $209.6万 | 6,745股 | -213股-3.16% | 减仓 |
 威瑞森VZ |
| 0.6% | 0.81% | $175.1万 | 4.1万股 | $214.2万 | 4.3万股 | -1,322股-3.10% | 减仓 |
 联合包裹UPSUPS |
| 0.57% | 0.58% | $166.7万 | 1.6万股 | $153.7万 | 1.6万股 | -119股-0.76% | 减仓 |
 嘉信理财SCHW |
| 0.56% | 0.67% | $164.3万 | 1.8万股 | $176.7万 | 1.9万股 | -1,005股-5.34% | 减仓 |
 联合健康UNH |
| 0.53% | 0.38% | $154.3万 | 3,712股 | $101.3万 | 3,743股 | -31股-0.83% | 减仓 |
 PIMCO CORPORATE & INCOMEPTY |
| 0.49% | 0.59% | $143.4万 | 11.9万股 | $155.5万 | 12.9万股 | -9,795股-7.59% | 减仓 |
 波音BA |
| 0.48% | 0.49% | $140.2万 | 6,475股 | $128.6万 | 6,463股 | +12股+0.19% | 加仓 |
 艾伯维ABBV |
| 0.48% | 0.46% | $139.5万 | 5,542股 | $120.7万 | 5,551股 | -9股-0.16% | 减仓 |
