 英伟达NVDA |
| 51.78% | 54.76% | $1.46亿 | 72.7万股 | $1.30亿 | 74.8万股 | -2.1万股-2.78% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 7.52% | 0.25% | $2,113.7万 | 3.0万股 | $58.5万 | 949股 | +2.9万股+3,068.28% | 加仓 |
| PPIMCO CORPORATE & INCM STRG FD COMPCN |
| 2.89% | 3.24% | $810.8万 | 67.8万股 | $773.0万 | 65.0万股 | +2.9万股+4.46% | 加仓 |
 马拉松石油MPC |
| 2.53% | 2.92% | $711.0万 | 2.8万股 | $696.2万 | 2.9万股 | -704股-2.47% | 减仓 |
 穆迪MCO |
| 2.23% | 2.49% | $626.0万 | 1.4万股 | $593.3万 | 1.4万股 | +220股+1.62% | 加仓 |
 美国运通AXP |
| 1.97% | 2.13% | $553.2万 | 1.6万股 | $507.6万 | 1.7万股 | -428股-2.55% | 减仓 |
 Arista网络ANET |
| 1.84% | 1.62% | $517.0万 | 3.0万股 | $386.1万 | 3.1万股 | -1,011股-3.21% | 减仓 |
 好市多COST |
| 1.79% | 2.26% | $503.8万 | 5,385股 | $539.6万 | 5,415股 | -30股-0.55% | 减仓 |
 PROGRESSIVEPGR |
| 1.64% | 1.78% | $460.6万 | 2.1万股 | $424.4万 | 2.1万股 | -323股-1.51% | 减仓 |
 标普全球SPGI |
| 1.63% | 1.97% | $457.5万 | 1.1万股 | $470.5万 | 1.1万股 | +173股+1.56% | 加仓 |
 LOWES COS COMLOW |
| 1.51% | 1.88% | $424.0万 | 1.9万股 | $447.7万 | 1.9万股 | +280股+1.48% | 加仓 |
 ADOBE COMADBE |
| 1.48% | 2.12% | $416.9万 | 2.0万股 | $504.3万 | 2.1万股 | -414股-2.00% | 减仓 |
| Q高通QCOM |
| 1.23% | 1.04% | $345.7万 | 1.9万股 | $247.1万 | 1.9万股 | -481股-2.51% | 减仓 |
 ADPADP |
| 1.18% | 1.22% | $332.5万 | 1.5万股 | $290.9万 | 1.4万股 | +527股+3.68% | 加仓 |
 麦当劳MCD |
| 1.14% | 1.52% | $319.4万 | 1.2万股 | $363.1万 | 1.2万股 | +135股+1.16% | 加仓 |
 思科CSCO |
| 1.11% | 0.89% | $313.2万 | 2.7万股 | $212.7万 | 2.7万股 | -743股-2.71% | 减仓 |
 D R HORTONDHI |
| 1.04% | 1.07% | $291.4万 | 1.8万股 | $254.1万 | 1.9万股 | -623股-3.36% | 减仓 |
 BOOKING COMBKNG |
| 0.89% | 1% | $249.7万 | 1.4万股 | $237.0万 | 563股 | +1.3万股+2,387.92% | 加仓 |
 明晟MSCI |
| 0.87% | 1% | $243.5万 | 4,348股 | $238.6万 | 4,426股 | -78股-1.76% | 减仓 |
 强生JNJ |
| 0.84% | 0.97% | $236.3万 | 9,306股 | $230.0万 | 9,409股 | -103股-1.09% | 减仓 |
 CHUBB LIMITEDCB |
| 0.81% | 0.92% | $228.2万 | 6,696股 | $220.0万 | 6,751股 | -55股-0.81% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.73% | — | $204.2万 | 4,529股 | $0 | 0股 | +4,529股 | 新买入 |
 万豪MAR |
| 0.67% | 0.72% | $189.1万 | 5,103股 | $171.4万 | 5,240股 | -137股-2.61% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.66% | 0.62% | $184.1万 | 1.6万股 | $148.7万 | 1.7万股 | -303股-1.84% | 减仓 |
| KKB HOMEKBH |
| 0.65% | 0.65% | $184.0万 | 2.9万股 | $155.9万 | 3.0万股 | -717股-2.38% | 减仓 |
| BBEAZER HOMES USABZH |
| 0.64% | 0.53% | $181.1万 | 6.5万股 | $126.6万 | 6.6万股 | -1,270股-1.93% | 减仓 |
 PAYCHEX COMPAYX |
| 0.64% | 0.68% | $180.3万 | 1.8万股 | $162.6万 | 1.8万股 | +676股+3.83% | 加仓 |
| IiShares安硕信托EEM |
| 0.57% | 0.56% | $160.6万 | 2.3万股 | $133.3万 | 2.3万股 | 00.00% | 持仓不变 |
 高露洁CL |
| 0.55% | 0.55% | $154.9万 | 1.7万股 | $130.1万 | 1.5万股 | +1,629股+10.67% | 加仓 |
 百事可乐PEP |
| 0.52% | 0.69% | $146.7万 | 1.1万股 | $164.4万 | 1.1万股 | +245股+2.31% | 加仓 |
| EE L F BEAUTYELF |
| 0.51% | 0.47% | $144.5万 | 2.0万股 | $112.3万 | 1.9万股 | +994股+5.36% | 加仓 |
| BBEST BUYBBY |
| 0.46% | 0.49% | $130.7万 | 1.7万股 | $117.9万 | 1.8万股 | -1,150股-6.26% | 减仓 |
| TTRINETTNET |
| 0.43% | 0.39% | $121.7万 | 2.5万股 | $93.6万 | 2.6万股 | -1,097股-4.27% | 减仓 |
 ExpediaEXPE |
| 0.42% | 0.47% | $119.1万 | 4,654股 | $111.0万 | 4,806股 | -152股-3.16% | 减仓 |
| HHOLBROOK INCOME IHOBIX |
| 0.42% | 0.11% | $118.3万 | 12.1万股 | $25.0万 | 2.6万股 | +9.6万股+373.26% | 加仓 |
 雅培ABT |
| 0.41% | 0.53% | $114.1万 | 1.3万股 | $126.4万 | 1.2万股 | +263股+2.14% | 加仓 |
 PAYPAL COMPYPL |
| 0.38% | 0.5% | $106.7万 | 2.5万股 | $118.9万 | 2.6万股 | -1,579股-6.01% | 减仓 |
 宝洁PG |
| 0.37% | 0.43% | $104.2万 | 7,103股 | $101.7万 | 7,042股 | +61股+0.87% | 加仓 |
 SYSCO COMSYY |
| 0.35% | 0.37% | $99.7万 | 1.2万股 | $87.2万 | 1.2万股 | -304股-2.49% | 减仓 |
 高盛GS |
| 0.31% | 0.36% | $85.8万 | 848股 | $84.9万 | 1,003股 | -155股-15.45% | 减仓 |
 DOUBLELINE INCOME SOLUTIONS FD COMDSL |
| 0.23% | 0.27% | $64.6万 | 5.8万股 | $63.4万 | 5.9万股 | -100股-0.17% | 减仓 |
 PIMCO CORPORATE & INCOMEPTY |
| 0.22% | 0.26% | $61.9万 | 5.1万股 | $62.0万 | 5.1万股 | 00.00% | 持仓不变 |
| SSEI INVTSSEIC |
| 0.21% | 0.22% | $58.4万 | 6,654股 | $53.1万 | 6,764股 | -110股-1.63% | 减仓 |
| IiShares安硕信托LQD |
| 0.19% | — | $54.5万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 苹果AAPL |
| 0.18% | 0.18% | $49.9万 | 1,723股 | $43.7万 | 1,723股 | 00.00% | 持仓不变 |
 SIMON PPTY NEW COMSPG |
| 0.18% | 0.18% | $49.8万 | 2,226股 | $43.7万 | 2,341股 | -115股-4.91% | 减仓 |
 家得宝HD |
| 0.16% | 0.18% | $45.5万 | 1,290股 | $42.4万 | 1,290股 | 00.00% | 持仓不变 |
| CCOVISTACVSA |
| 0.14% | 0.16% | $39.1万 | 3,135股 | $39.2万 | 3,405股 | -270股-7.93% | 减仓 |
| I景顺自营指数基金BSCQ |
| 0.13% | 0.1% | $37.1万 | 1.9万股 | $23.4万 | 1.2万股 | +7,000股+58.33% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.13% | 0.14% | $36.1万 | 2,285股 | $33.8万 | 2,285股 | 00.00% | 持仓不变 |
