 西部数据WDC |
| 4.96% | 3.68% | $2,820.5万 | 4.4万股 | $1,651.1万 | 6.1万股 | -1.7万股-27.66% | 减仓 |
 希捷STX |
| 4.5% | 3.05% | $2,556.7万 | 2.6万股 | $1,367.6万 | 3.5万股 | -8,415股-24.10% | 减仓 |
 苹果AAPL |
| 3.95% | 5.03% | $2,243.6万 | 7.8万股 | $2,254.7万 | 8.9万股 | -1.1万股-12.72% | 减仓 |
| SSANDISK COMSNDK |
| 3.72% | 0.06% | $2,113.0万 | 9,293股 | $27.6万 | 435股 | +8,858股+2,036.32% | 加仓 |
 美光科技MU |
| 3.64% | 0.16% | $2,071.1万 | 1.8万股 | $72.4万 | 2,143股 | +1.6万股+737.28% | 加仓 |
 泛林集团LRCX |
| 3.28% | 1.88% | $1,867.6万 | 4.3万股 | $843.0万 | 3.9万股 | +3,642股+9.23% | 加仓 |
 科磊KLAC |
| 3.15% | 1.87% | $1,789.0万 | 5.9万股 | $837.4万 | 5,687股 | +5.4万股+942.66% | 加仓 |
| VVICORVICR |
| 2.95% | 1.59% | $1,678.6万 | 4.4万股 | $711.6万 | 4.4万股 | 00.00% | 持仓不变 |
| FFLEXFLEX |
| 2.78% | — | $1,581.9万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 DatadogDDOG |
| 2.66% | — | $1,513.1万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 迈威尔MRVL |
| 2.63% | — | $1,494.7万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 2.29% | 2.31% | $1,304.7万 | 4.9万股 | $1,037.6万 | 4.5万股 | +3,502股+7.78% | 加仓 |
 谷歌AGOOGL |
| 2.24% | 2.45% | $1,273.2万 | 3.6万股 | $1,097.2万 | 3.8万股 | -2,526股-6.62% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 2.22% | 2.23% | $1,263.2万 | 3.6万股 | $1,000.5万 | 3.5万股 | +650股+1.83% | 加仓 |
 英伟达NVDA |
| 2.13% | 2.4% | $1,210.2万 | 6.0万股 | $1,075.8万 | 6.2万股 | -1,203股-1.95% | 减仓 |
| IiShares安硕信托IVV |
| 1.97% | 2.24% | $1,122.7万 | 1.5万股 | $1,002.7万 | 1.5万股 | -359股-2.34% | 减仓 |
 摩根大通JPM |
| 1.84% | 2.06% | $1,045.3万 | 3.2万股 | $924.3万 | 3.1万股 | +512股+1.63% | 加仓 |
 捷普JBL |
| 1.79% | — | $1,017.6万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 微软MSFT |
| 1.74% | 2.5% | $987.5万 | 2.6万股 | $1,121.1万 | 3.0万股 | -3,812股-12.59% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.68% | — | $953.2万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 亚马逊AMZN |
| 1.44% | 1.79% | $820.0万 | 3.4万股 | $801.7万 | 3.8万股 | -4,085股-10.61% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.29% | 0.06% | $732.4万 | 2.8万股 | $25.6万 | 1,038股 | +2.7万股+2,609.34% | 加仓 |
| GGBANK FINL HLDGS INC COMGBFH |
| 1.24% | 1.39% | $704.5万 | 23.2万股 | $621.8万 | 23.2万股 | +50股+0.02% | 加仓 |
 强生JNJ |
| 1.16% | 1.57% | $656.8万 | 2.6万股 | $703.6万 | 2.9万股 | -2,924股-10.16% | 减仓 |
 雪佛龙CVX |
| 1.06% | 1.75% | $604.7万 | 3.6万股 | $786.8万 | 3.8万股 | -1,543股-4.06% | 减仓 |
 卡特彼勒CAT |
| 1.02% | 0.98% | $579.8万 | 5,445股 | $441.0万 | 6,225股 | -780股-12.53% | 减仓 |
 高盛GS |
| 1% | 1.12% | $568.1万 | 5,617股 | $501.7万 | 5,930股 | -313股-5.28% | 减仓 |
| AASTERA LABSALAB |
| 0.97% | 0.28% | $553.1万 | 1.1万股 | $125.5万 | 1.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.9% | 0.94% | $514.3万 | 1.4万股 | $420.1万 | 1.4万股 | +40股+0.29% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.72% | 0.86% | $407.5万 | 8,143股 | $385.7万 | 8,048股 | +95股+1.18% | 加仓 |
 艾伯维ABBV |
| 0.7% | 0.69% | $396.7万 | 1.6万股 | $310.2万 | 1.4万股 | +1,500股+10.52% | 加仓 |
 宝洁PG |
| 0.63% | 0.77% | $355.6万 | 2.4万股 | $343.3万 | 2.4万股 | +483股+2.03% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.59% | 0.65% | $337.9万 | 6.0万股 | $292.2万 | 5.2万股 | +8,270股+16.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.64% | $324.5万 | 9,184股 | $288.3万 | 1.0万股 | -865股-8.61% | 减仓 |
 艾默生电气EMR |
| 0.57% | 0.65% | $322.2万 | 2.3万股 | $290.3万 | 2.2万股 | +352股+1.59% | 加仓 |
| I景顺QQQ信托VOO |
| 0.55% | 0.61% | $314.7万 | 4,274股 | $273.6万 | 4,741股 | -467股-9.85% | 减仓 |
 迪士尼DIS |
| 0.54% | 0.69% | $309.0万 | 3.2万股 | $308.4万 | 3.2万股 | +103股+0.32% | 加仓 |
| N新纪元能源NEE |
| 0.53% | 0.68% | $301.1万 | 3.4万股 | $303.5万 | 3.3万股 | +1,634股+5.00% | 加仓 |
| EEQUABLE SHARES HEDGED EQUITY ETFHEDG |
| 0.49% | 0.61% | $281.3万 | 9.4万股 | $272.0万 | 9.4万股 | -72股-0.08% | 减仓 |
 空气化工APD |
| 0.49% | 0.62% | $280.9万 | 9,581股 | $276.4万 | 9,516股 | +65股+0.68% | 加仓 |
 百事可乐PEP |
| 0.46% | 0.67% | $263.2万 | 1.9万股 | $298.6万 | 1.9万股 | +212股+1.10% | 加仓 |
 纽柯钢铁NUE |
| 0.44% | 0.3% | $249.5万 | 1.1万股 | $133.8万 | 7,915股 | +3,288股+41.54% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.44% | 1.21% | $249.4万 | 3,339股 | $542.4万 | 8,340股 | -5,001股-59.96% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.41% | 0.8% | $230.6万 | 2.1万股 | $358.7万 | 3.7万股 | -1.6万股-43.33% | 减仓 |
 思科CSCO |
| 0.4% | 0.46% | $225.2万 | 1.9万股 | $208.5万 | 2.7万股 | -7,705股-28.67% | 减仓 |
 AMGEN COMAMGN |
| 0.39% | 0.49% | $222.8万 | 6,153股 | $220.3万 | 6,260股 | -107股-1.71% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.39% | 0.48% | $220.7万 | 2.6万股 | $215.9万 | 2.9万股 | -2,405股-8.36% | 减仓 |
| TTETRA TECHNOLOGIES DELTTI |
| 0.37% | 0.36% | $212.5万 | 18.8万股 | $163.5万 | 19.2万股 | -4,345股-2.26% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.37% | 0.42% | $211.6万 | 8,709股 | $189.7万 | 8,731股 | -22股-0.25% | 减仓 |
| IiShares安硕信托MTUM |
| 0.37% | 0.33% | $211.1万 | 6,158股 | $147.8万 | 6,158股 | 00.00% | 持仓不变 |
