| SSPDR标普500 ETFSPY |
| 8.51% | 8% | $1,286.4万 | 1.7万股 | $1,097.0万 | 1.7万股 | +358股+2.12% | 加仓 |
 博通AVGO |
| 3.86% | 3.49% | $584.3万 | 1.5万股 | $478.8万 | 1.5万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 3.63% | 2.67% | $548.1万 | 5,147股 | $365.7万 | 5,162股 | -15股-0.29% | 减仓 |
 苹果AAPL |
| 3.59% | 3.47% | $543.4万 | 1.9万股 | $475.8万 | 1.9万股 | +32股+0.17% | 加仓 |
 沃尔玛WMT |
| 3.32% | 4.02% | $502.5万 | 4.4万股 | $551.9万 | 4.4万股 | -41股-0.09% | 减仓 |
 微软MSFT |
| 3.16% | 3.45% | $478.3万 | 1.3万股 | $473.0万 | 1.3万股 | +45股+0.35% | 加仓 |
 英伟达NVDA |
| 3.14% | 3.04% | $474.4万 | 2.4万股 | $416.6万 | 2.4万股 | -175股-0.73% | 减仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 3.12% | 3.15% | $472.4万 | 9,043股 | $431.5万 | 9,317股 | -274股-2.94% | 减仓 |
 美光科技MU |
| 2.65% | 0.86% | $401.2万 | 3,476股 | $118.6万 | 3,510股 | -34股-0.97% | 减仓 |
 高盛GS |
| 2.49% | 2.28% | $376.3万 | 3,721股 | $313.4万 | 3,704股 | +17股+0.46% | 加仓 |
 摩根大通JPM |
| 2.35% | 2.3% | $354.7万 | 1.1万股 | $315.9万 | 1.1万股 | +97股+0.90% | 加仓 |
 埃克森美孚XOM |
| 2.24% | 3.08% | $338.8万 | 2.5万股 | $423.1万 | 2.5万股 | -159股-0.64% | 减仓 |
 NETFLIXNFLX |
| 1.95% | 2.95% | $294.4万 | 4.1万股 | $404.3万 | 4.2万股 | -822股-1.95% | 减仓 |
 美国运通AXP |
| 1.93% | 1.91% | $292.5万 | 8,647股 | $261.9万 | 8,657股 | -10股-0.12% | 减仓 |
| V先锋领航指数基金VOO |
| 1.78% | 1.58% | $268.6万 | 3,648股 | $216.9万 | 3,758股 | -110股-2.93% | 减仓 |
 AMD超威AMD |
| 1.64% | 0.63% | $248.6万 | 4,280股 | $86.5万 | 4,251股 | +29股+0.68% | 加仓 |
 思科CSCO |
| 1.58% | 1.14% | $238.2万 | 2.0万股 | $155.7万 | 2.0万股 | +205股+1.02% | 加仓 |
 礼来LLY |
| 1.52% | 1.29% | $229.1万 | 1,910股 | $176.8万 | 1,922股 | -12股-0.62% | 减仓 |
 TRAVELERS COSTRV |
| 1.46% | 1.41% | $221.3万 | 6,705股 | $193.7万 | 6,642股 | +63股+0.95% | 加仓 |
| IIBMIBM |
| 1.44% | 1.31% | $217.1万 | 7,720股 | $179.0万 | 7,385股 | +335股+4.54% | 加仓 |
| NNVRNVR |
| 1.37% | 1.47% | $207.8万 | 305股 | $201.0万 | 305股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 1.36% | 1.41% | $204.9万 | 2.5万股 | $192.8万 | 2.5万股 | -139股-0.55% | 减仓 |
 VisaV |
| 1.35% | 1.3% | $204.6万 | 5,963股 | $177.8万 | 5,883股 | +80股+1.36% | 加仓 |
 3M COMMMM |
| 1.35% | 1.2% | $204.1万 | 1.3万股 | $165.0万 | 1.1万股 | +1,243股+10.94% | 加仓 |
 雷神技术RTX |
| 1.31% | 1.44% | $197.5万 | 1.0万股 | $197.7万 | 1.0万股 | +159股+1.55% | 加仓 |
 甲骨文ORCL |
| 1.25% | 1.38% | $189.5万 | 1.3万股 | $188.8万 | 1.3万股 | +99股+0.77% | 加仓 |
 亚马逊AMZN |
| 1.16% | 1.09% | $174.8万 | 7,336股 | $149.3万 | 7,169股 | +167股+2.33% | 加仓 |
 伊顿ETN |
| 0.99% | 0.91% | $149.1万 | 3,500股 | $125.2万 | 3,500股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.97% | 1.11% | $147.1万 | 2,611股 | $152.6万 | 2,668股 | -57股-2.14% | 减仓 |
 AMGEN COMAMGN |
| 0.92% | 0.9% | $139.3万 | 3,847股 | $124.0万 | 3,524股 | +323股+9.17% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.92% | 0.38% | $138.8万 | 3,216股 | $52.8万 | 3,216股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.9% | 1.09% | $136.8万 | 1,462股 | $150.2万 | 1,507股 | -45股-2.99% | 减仓 |
 ServiceNowNOW |
| 0.9% | 0.8% | $136.4万 | 1.4万股 | $109.3万 | 1.0万股 | +3,280股+31.37% | 加仓 |
 通用动力GD |
| 0.88% | 0.93% | $132.6万 | 3,743股 | $127.5万 | 3,715股 | +28股+0.75% | 加仓 |
 强生JNJ |
| 0.79% | 0.85% | $119.3万 | 4,699股 | $115.9万 | 4,742股 | -43股-0.91% | 减仓 |
 康明斯CMI |
| 0.77% | 0.64% | $116.7万 | 1,636股 | $88.0万 | 1,636股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.76% | 0.72% | $114.4万 | 3,244股 | $98.5万 | 2,996股 | +248股+8.28% | 加仓 |
 摩根士丹利MS |
| 0.76% | 0.66% | $114.4万 | 5,473股 | $90.0万 | 5,471股 | +2股+0.04% | 加仓 |
 万事达MA |
| 0.75% | 0.83% | $113.6万 | 2,212股 | $114.3万 | 2,288股 | -76股-3.32% | 减仓 |
 第一资本COF |
| 0.75% | 0.75% | $112.8万 | 5,621股 | $102.5万 | 5,621股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.73% | 1.07% | $109.7万 | 4,975股 | $146.7万 | 6,210股 | -1,235股-19.89% | 减仓 |
| EEBAY COMEBAY |
| 0.72% | 0.65% | $109.6万 | 9,806股 | $89.2万 | 9,805股 | +1股+0.01% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.72% | 0.85% | $109.3万 | 8,647股 | $117.2万 | 8,406股 | +241股+2.87% | 加仓 |
 默沙东MRK |
| 0.71% | 0.72% | $107.9万 | 8,398股 | $99.3万 | 8,255股 | +143股+1.73% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.69% | 0.95% | $103.7万 | 6,185股 | $129.9万 | 6,187股 | -2股-0.03% | 减仓 |
 PROGRESSIVEPGR |
| 0.68% | 0.68% | $102.5万 | 4,690股 | $93.7万 | 4,726股 | -36股-0.76% | 减仓 |
 麦当劳MCD |
| 0.63% | 0.9% | $95.3万 | 3,526股 | $123.3万 | 3,966股 | -440股-11.09% | 减仓 |
 艾伯维ABBV |
| 0.62% | 0.6% | $93.4万 | 3,712股 | $82.1万 | 3,775股 | -63股-1.67% | 减仓 |
 PPG工业PPG |
| 0.61% | 0.55% | $92.3万 | 7,607股 | $75.3万 | 7,042股 | +565股+8.02% | 加仓 |
 高露洁CL |
| 0.61% | 0.63% | $92.2万 | 1.0万股 | $87.0万 | 1.0万股 | -155股-1.52% | 减仓 |
