| IiShares安硕信托LQD |
| 6.17% | 6.51% | $1.30亿 | 118.9万股 | $1.08亿 | 99.4万股 | +19.5万股+19.62% | 加仓 |
 美光科技MU |
| 4.24% | 2.48% | $8,917.6万 | 7.7万股 | $4,124.4万 | 12.2万股 | -4.5万股-36.72% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.54% | 3.96% | $7,441.3万 | 90.0万股 | $6,589.7万 | 79.6万股 | +10.4万股+13.06% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 3.41% | 3.75% | $7,158.5万 | 95.1万股 | $6,233.5万 | 83.4万股 | +11.7万股+14.03% | 加仓 |
 AMD超威AMD |
| 2.66% | 1.15% | $5,588.5万 | 9.6万股 | $1,910.9万 | 9.4万股 | +2,269股+2.42% | 加仓 |
| IiShares安硕信托AGG |
| 2.5% | 2.79% | $5,253.8万 | 103.8万股 | $4,647.4万 | 92.9万股 | +11.0万股+11.80% | 加仓 |
 泛林集团LRCX |
| 2.39% | 1.49% | $5,031.4万 | 11.6万股 | $2,483.8万 | 11.6万股 | -140股-0.12% | 减仓 |
 慧与HPEHPE |
| 2.3% | 1.52% | $4,841.3万 | 107.3万股 | $2,523.9万 | 106.0万股 | +1.3万股+1.25% | 加仓 |
 谷歌AGOOGL |
| 2.17% | 2.14% | $4,568.9万 | 12.8万股 | $3,568.2万 | 12.4万股 | +3,763股+3.03% | 加仓 |
| IiShares安硕信托IDV |
| 1.9% | 2.38% | $4,000.0万 | 96.5万股 | $3,968.8万 | 93.3万股 | +3.3万股+3.53% | 加仓 |
 苹果AAPL |
| 1.86% | 1.94% | $3,900.0万 | 13.5万股 | $3,236.8万 | 12.8万股 | +7,242股+5.68% | 加仓 |
| IiShares安硕信托PFF |
| 1.72% | 1.92% | $3,615.3万 | 118.6万股 | $3,199.0万 | 105.5万股 | +13.1万股+12.39% | 加仓 |
 沃尔玛WMT |
| 1.7% | 2.26% | $3,579.4万 | 31.6万股 | $3,767.3万 | 30.3万股 | +1.3万股+4.26% | 加仓 |
 亚马逊AMZN |
| 1.69% | 1.75% | $3,549.0万 | 14.9万股 | $2,910.0万 | 14.0万股 | +9,185股+6.57% | 加仓 |
| F第一信托交易所交易基金VIFIXD |
| 1.63% | 1.8% | $3,417.6万 | 78.4万股 | $2,989.1万 | 68.6万股 | +9.8万股+14.28% | 加仓 |
 英伟达NVDA |
| 1.59% | 1.63% | $3,337.6万 | 16.7万股 | $2,714.0万 | 15.6万股 | +1.1万股+7.19% | 加仓 |
 摩根大通JPM |
| 1.49% | 1.61% | $3,140.9万 | 9.6万股 | $2,673.2万 | 9.1万股 | +5,078股+5.59% | 加仓 |
 GE VernovaGEV |
| 1.49% | 1.32% | $3,134.8万 | 2.7万股 | $2,197.0万 | 2.5万股 | +1,513股+6.01% | 加仓 |
 特灵科技TT |
| 1.45% | 1.48% | $3,053.4万 | 6.2万股 | $2,454.8万 | 5.9万股 | +3,262股+5.54% | 加仓 |
 新思科技SNPS |
| 1.41% | 1.51% | $2,956.9万 | 6.6万股 | $2,507.5万 | 6.3万股 | +3,042股+4.81% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.39% | 1.22% | $2,911.6万 | 7.8万股 | $2,027.6万 | 7.3万股 | +4,605股+6.31% | 加仓 |
 应用材料AMAT |
| 1.34% | 0.69% | $2,820.7万 | 3.9万股 | $1,154.0万 | 3.4万股 | +5,250股+15.55% | 加仓 |
 微软MSFT |
| 1.33% | 1.45% | $2,800.2万 | 7.5万股 | $2,415.8万 | 6.5万股 | +9,807股+15.03% | 加仓 |
| IiShares安硕信托USMV |
| 1.33% | 1.55% | $2,793.4万 | 29.0万股 | $2,579.6万 | 27.8万股 | +1.1万股+4.11% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.32% | 1.26% | $2,777.7万 | 2.0万股 | $2,104.9万 | 1.9万股 | +842股+4.37% | 加仓 |
 安费诺APH |
| 1.3% | 1.1% | $2,737.3万 | 15.5万股 | $1,826.2万 | 14.5万股 | +1.1万股+7.41% | 加仓 |
 好事达ALL |
| 1.27% | 1.31% | $2,670.0万 | 11.2万股 | $2,177.5万 | 10.5万股 | +7,192股+6.85% | 加仓 |
 美国运通AXP |
| 1.24% | 1.3% | $2,612.2万 | 7.7万股 | $2,166.5万 | 7.2万股 | +5,603股+7.82% | 加仓 |
 CrowdStrikeCRWD |
| 1.2% | 0.7% | $2,521.6万 | 3.3万股 | $1,166.2万 | 3.0万股 | +3,171股+10.62% | 加仓 |
| IiShares安硕信托IGIB |
| 1.18% | 1.43% | $2,489.1万 | 46.8万股 | $2,378.8万 | 44.7万股 | +2.1万股+4.74% | 加仓 |
| F第一信托交易所交易基金VIDEED |
| 1.17% | 1.41% | $2,456.9万 | 114.9万股 | $2,341.5万 | 109.8万股 | +5.1万股+4.68% | 加仓 |
 恩智浦NXPI |
| 1.16% | 0.96% | $2,436.2万 | 8.7万股 | $1,600.4万 | 8.1万股 | +5,394股+6.64% | 加仓 |
| F第一信托交易所交易基金LGOV |
| 1.16% | 1.41% | $2,431.5万 | 113.6万股 | $2,342.7万 | 108.6万股 | +5.0万股+4.61% | 加仓 |
 爱德华生命科学EW |
| 1.15% | 1.19% | $2,409.6万 | 26.6万股 | $1,982.9万 | 24.8万股 | +1.9万股+7.58% | 加仓 |
 TJXTJX |
| 1.14% | 1.43% | $2,404.4万 | 15.9万股 | $2,386.9万 | 14.9万股 | +9,244股+6.18% | 加仓 |
| IiShares安硕信托IUSV |
| 1.12% | 1.4% | $2,344.8万 | 21.3万股 | $2,332.0万 | 22.8万股 | -1.5万股-6.66% | 减仓 |
 赛富时CRM |
| 1.09% | 1.53% | $2,282.1万 | 14.6万股 | $2,551.6万 | 13.7万股 | +8,982股+6.57% | 加仓 |
 NateraNTRA |
| 1.07% | 0.95% | $2,241.0万 | 8.3万股 | $1,576.0万 | 7.9万股 | +3,754股+4.76% | 加仓 |
 家得宝HD |
| 1.06% | 0.99% | $2,228.1万 | 6.3万股 | $1,650.4万 | 5.0万股 | +1.3万股+25.90% | 加仓 |
 INGERSOLL RAND COMIR |
| 1.02% | 1.21% | $2,149.1万 | 26.2万股 | $2,011.0万 | 25.1万股 | +1.1万股+4.43% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.02% | 0.95% | $2,144.1万 | 5.4万股 | $1,574.9万 | 5.0万股 | +4,481股+9.05% | 加仓 |
 VisaV |
| 1.02% | 1.03% | $2,134.1万 | 6.2万股 | $1,717.4万 | 5.7万股 | +5,379股+9.47% | 加仓 |
 戴蒙德能源FANG |
| 1% | 1.33% | $2,096.3万 | 11.9万股 | $2,207.9万 | 11.2万股 | +7,633股+6.84% | 加仓 |
 ChipotleCMG |
| 0.99% | 0.95% | $2,090.6万 | 61.5万股 | $1,578.0万 | 49.3万股 | +12.2万股+24.73% | 加仓 |
 飞塔FTNT |
| 0.99% | 0.58% | $2,073.3万 | 13.5万股 | $958.9万 | 11.7万股 | +1.8万股+15.02% | 加仓 |
 IQVIAIQV |
| 0.98% | 1.01% | $2,055.6万 | 10.6万股 | $1,677.9万 | 9.8万股 | +7,999股+8.13% | 加仓 |
 Meta平台META |
| 0.95% | 1.1% | $1,992.9万 | 3.5万股 | $1,837.0万 | 3.2万股 | +3,271股+10.19% | 加仓 |
 礼来LLY |
| 0.94% | 0.42% | $1,985.2万 | 1.7万股 | $699.7万 | 7,607股 | +8,944股+117.58% | 加仓 |
 德康医疗DXCM |
| 0.91% | 0.83% | $1,921.0万 | 28.5万股 | $1,388.2万 | 22.1万股 | +6.4万股+29.03% | 加仓 |
 好市多COST |
| 0.91% | 0.88% | $1,910.1万 | 2.0万股 | $1,456.8万 | 1.5万股 | +5,799股+39.66% | 加仓 |
