 ATMOS ENERGYATO |
| 5.78% | 7.13% | $8,359.7万 | 48.5万股 | $9,120.1万 | 49.1万股 | -6,063股-1.23% | 减仓 |
 苹果AAPL |
| 4.78% | 4.57% | $6,911.7万 | 23.9万股 | $5,848.9万 | 21.9万股 | +2.0万股+9.29% | 加仓 |
 泛林集团LRCX |
| 2.99% | 2.02% | $4,329.1万 | 10.0万股 | $2,590.4万 | 10.0万股 | +69股+0.07% | 加仓 |
 英伟达NVDA |
| 2.73% | 3.04% | $3,956.2万 | 19.8万股 | $3,892.0万 | 18.0万股 | +1.8万股+10.04% | 加仓 |
 美光科技MU |
| 2.35% | 1.21% | $3,397.4万 | 2.9万股 | $1,547.5万 | 3.0万股 | -68股-0.23% | 减仓 |
| FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL |
| 2.22% | 1.83% | $3,205.0万 | 11.2万股 | $2,339.1万 | 11.2万股 | +168股+0.15% | 加仓 |
 博通AVGO |
| 1.87% | 2.2% | $2,699.2万 | 7.1万股 | $2,812.2万 | 6.7万股 | +4,209股+6.26% | 加仓 |
 亚马逊AMZN |
| 1.73% | 2.12% | $2,495.5万 | 10.5万股 | $2,713.4万 | 10.4万股 | +790股+0.76% | 加仓 |
| F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT |
| 1.67% | 1.52% | $2,410.1万 | 9.7万股 | $1,938.8万 | 9.5万股 | +2,142股+2.25% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.56% | 1.68% | $2,251.9万 | 3.0万股 | $2,148.2万 | 3.0万股 | +117股+0.39% | 加仓 |
| FFIRST TRUST NASDAQ TRANSPORTATION ETFFTXR |
| 1.47% | 1.47% | $2,119.8万 | 46.5万股 | $1,881.0万 | 45.3万股 | +1.2万股+2.60% | 加仓 |
| FFirst Trust Technology Alphadex Fund EtfFXL |
| 1.46% | 0.02% | $2,118.4万 | 9.8万股 | $28.3万 | 1,539股 | +9.6万股+6,236.65% | 加仓 |
| F第一信托·USTQTEC |
| 1.4% | 0.06% | $2,029.8万 | 6.1万股 | $81.6万 | 3,117股 | +5.8万股+1,845.68% | 加仓 |
 科磊KLAC |
| 1.37% | 0.99% | $1,987.9万 | 6.6万股 | $1,271.7万 | 6,693股 | +5.9万股+884.42% | 加仓 |
 微软MSFT |
| 1.13% | 1.4% | $1,634.5万 | 4.4万股 | $1,793.5万 | 4.2万股 | +1,600股+3.79% | 加仓 |
 好市多COST |
| 1.08% | 1.28% | $1,559.5万 | 1.7万股 | $1,639.9万 | 1.6万股 | +240股+1.46% | 加仓 |
 KROGER COMKR |
| 0.95% | 1.27% | $1,376.0万 | 24.8万股 | $1,620.4万 | 24.6万股 | +1,912股+0.78% | 加仓 |
 礼来LLY |
| 0.92% | 0.75% | $1,329.2万 | 1.1万股 | $961.6万 | 1.1万股 | +7股+0.06% | 加仓 |
| PPGIM AAAPAAA |
| 0.92% | 1.11% | $1,324.1万 | 25.8万股 | $1,418.8万 | 27.6万股 | -1.8万股-6.38% | 减仓 |
 摩根大通JPM |
| 0.89% | 0.95% | $1,293.3万 | 4.0万股 | $1,213.2万 | 3.9万股 | +581股+1.49% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.89% | 0.78% | $1,291.7万 | 6.4万股 | $999.5万 | 6.4万股 | +203股+0.32% | 加仓 |
 Meta平台META |
| 0.89% | 1.06% | $1,286.7万 | 2.3万股 | $1,351.6万 | 2.0万股 | +2,926股+14.69% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.86% | 0.79% | $1,240.1万 | 4.1万股 | $1,007.9万 | 3.6万股 | +4,906股+13.49% | 加仓 |
 VisaV |
| 0.83% | 0.81% | $1,200.8万 | 3.5万股 | $1,041.5万 | 3.4万股 | +1,364股+4.06% | 加仓 |
| J骏利亨德森JAAA |
| 0.83% | 0.96% | $1,196.9万 | 23.7万股 | $1,229.9万 | 24.3万股 | -5,707股-2.35% | 减仓 |
| NNORTHERN LIGHTS FUND TRUST III COUNTERPOINT QUANTITATIVE EQUITYCPAI |
| 0.83% | 0.8% | $1,193.6万 | 23.0万股 | $1,026.6万 | 22.2万股 | +8,084股+3.65% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.8% | 0.81% | $1,153.1万 | 2.3万股 | $1,041.6万 | 2.2万股 | +1,014股+4.60% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 0.79% | $1,141.5万 | 8.3万股 | $1,010.1万 | 6.8万股 | +1.5万股+22.48% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.74% | $1,081.9万 | 3.1万股 | $940.9万 | 2.7万股 | +3,623股+13.42% | 加仓 |
 台积电TSM |
| 0.74% | 0.73% | $1,066.4万 | 2.2万股 | $929.8万 | 2.3万股 | -630股-2.74% | 减仓 |
| IISHARES INCORPORATED MSCI ITALY ETFEWI |
| 0.73% | 0.79% | $1,061.2万 | 17.9万股 | $1,007.7万 | 17.6万股 | +2,900股+1.65% | 加仓 |
 卡特彼勒CAT |
| 0.72% | 0.63% | $1,038.3万 | 9,750股 | $801.7万 | 9,673股 | +77股+0.80% | 加仓 |
 谷歌AGOOGL |
| 0.7% | 0.77% | $1,015.8万 | 2.8万股 | $983.4万 | 2.8万股 | +355股+1.26% | 加仓 |
 NETFLIXNFLX |
| 0.68% | 0.78% | $985.9万 | 13.8万股 | $992.8万 | 10.9万股 | +2.9万股+27.08% | 加仓 |
 思科CSCO |
| 0.68% | 0.4% | $976.8万 | 8.3万股 | $515.3万 | 5.8万股 | +2.5万股+42.44% | 加仓 |
| IiShares安硕信托IVV |
| 0.67% | 0.72% | $973.0万 | 1.3万股 | $925.3万 | 1.3万股 | +115股+0.89% | 加仓 |
| IiShares安硕信托EPU |
| 0.67% | 0.72% | $970.6万 | 11.6万股 | $916.4万 | 11.4万股 | +2,543股+2.24% | 加仓 |
| IISHARES MSCI ISRAEL ETFEIS |
| 0.67% | 0.78% | $962.7万 | 8.0万股 | $993.5万 | 7.8万股 | +1,530股+1.96% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.66% | 0.73% | $952.1万 | 21.3万股 | $931.6万 | 20.7万股 | +6,245股+3.02% | 加仓 |
| I景顺·S&P 500 LOW VOLATILITY ETFSPLV |
| 0.64% | 0.68% | $918.8万 | 12.3万股 | $868.8万 | 11.8万股 | +4,623股+3.92% | 加仓 |
 马拉松石油MPC |
| 0.62% | 0.62% | $899.7万 | 3.5万股 | $787.0万 | 3.5万股 | +551股+1.59% | 加仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 0.61% | 1.12% | $888.0万 | 11.3万股 | $1,436.3万 | 18.1万股 | -6.7万股-37.27% | 减仓 |
 UNITED RENTALSURI |
| 0.6% | 0.57% | $868.2万 | 7,664股 | $730.5万 | 7,611股 | +53股+0.70% | 加仓 |
 高盛GS |
| 0.59% | 0.61% | $859.0万 | 8,493股 | $784.8万 | 8,368股 | +125股+1.49% | 加仓 |
| S道富SPIB |
| 0.59% | 0.65% | $854.4万 | 25.5万股 | $837.7万 | 24.9万股 | +6,272股+2.52% | 加仓 |
 应用材料AMAT |
| 0.59% | 0.36% | $849.6万 | 1.2万股 | $461.5万 | 1.1万股 | +353股+3.10% | 加仓 |
 PALO ALTOPANW |
| 0.55% | 0.18% | $796.7万 | 2.3万股 | $229.9万 | 1.3万股 | +1.1万股+85.91% | 加仓 |
| IiShares安硕EWZ |
| 0.55% | 0.65% | $789.7万 | 22.9万股 | $833.9万 | 20.9万股 | +2.0万股+9.49% | 加仓 |
 VertivVRT |
| 0.53% | 0.57% | $767.1万 | 2.3万股 | $732.7万 | 2.3万股 | +187股+0.82% | 加仓 |
| IINVESCO VARIABLE RATE PREFERRED ETFVRP |
| 0.52% | 0.57% | $747.6万 | 30.8万股 | $732.4万 | 30.1万股 | +6,758股+2.25% | 加仓 |
