 亚马逊AMZN |
| 10.12% | 11.64% | $3,392.6万 | 14.2万股 | $3,188.1万 | 15.3万股 | -1.1万股-7.01% | 减仓 |
 英伟达NVDA |
| 7.85% | 8.65% | $2,630.1万 | 13.1万股 | $2,371.3万 | 13.6万股 | -4,522股-3.33% | 减仓 |
 苹果AAPL |
| 7.67% | 8.22% | $2,570.3万 | 8.9万股 | $2,251.3万 | 8.9万股 | +120股+0.14% | 加仓 |
 AMD超威AMD |
| 6.11% | 3.51% | $2,048.0万 | 3.5万股 | $960.9万 | 4.7万股 | -1.2万股-25.36% | 减仓 |
 谷歌AGOOGL |
| 4.82% | 5.57% | $1,614.7万 | 4.5万股 | $1,525.3万 | 5.3万股 | -7,860股-14.82% | 减仓 |
 联合健康UNH |
| 4.15% | 2.77% | $1,391.9万 | 3.3万股 | $760.2万 | 2.8万股 | +5,395股+19.20% | 加仓 |
 美光科技MU |
| 4.02% | 2.01% | $1,349.0万 | 1.2万股 | $552.0万 | 1.6万股 | -4,652股-28.47% | 减仓 |
 微软MSFT |
| 4.01% | 4.06% | $1,346.0万 | 3.6万股 | $1,112.2万 | 3.0万股 | +6,037股+20.09% | 加仓 |
| S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK |
| 3.96% | 4.71% | $1,328.3万 | 13.8万股 | $1,290.1万 | 13.5万股 | +3,047股+2.26% | 加仓 |
| IiShares安硕·7-10YRIEF |
| 3.35% | 4.08% | $1,122.1万 | 11.9万股 | $1,118.6万 | 11.7万股 | +1,450股+1.24% | 加仓 |
| V先锋领航指数基金VXF |
| 3.2% | 3.16% | $1,071.3万 | 4.4万股 | $864.5万 | 4.2万股 | +1,506股+3.59% | 加仓 |
 特斯拉TSLA |
| 3.16% | 3.55% | $1,058.3万 | 2.5万股 | $973.3万 | 2.6万股 | -1,019股-3.89% | 减仓 |
 好市多COST |
| 3.01% | 3.99% | $1,009.0万 | 1.1万股 | $1,093.5万 | 1.1万股 | -188股-1.71% | 减仓 |
 阿里巴巴BABA |
| 2.68% | 2.89% | $896.9万 | 9.3万股 | $791.2万 | 6.3万股 | +3.0万股+48.18% | 加仓 |
 T-MOBILE US COMTMUS |
| 2.58% | 3.92% | $866.4万 | 5.2万股 | $1,074.9万 | 5.1万股 | +476股+0.93% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 2.46% | 0.14% | $825.4万 | 9.1万股 | $38.3万 | 4,786股 | +8.6万股+1,803.57% | 加仓 |
| I景顺交易所交易基金IICQQQ |
| 2.46% | 2.27% | $824.3万 | 14.5万股 | $621.0万 | 13.5万股 | +9,595股+7.11% | 加仓 |
 CSX铁路CSX |
| 2.03% | 2.08% | $679.8万 | 14.3万股 | $569.5万 | 13.9万股 | +4,279股+3.08% | 加仓 |
 诺和诺德NVO |
| 1.96% | — | $656.7万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
| SSPDR行业精选信托XLK |
| 1.79% | 1.97% | $598.7万 | 3.1万股 | $538.6万 | 4.1万股 | -9,102股-22.46% | 减仓 |
 摩根大通JPM |
| 1.67% | 1.88% | $558.4万 | 1.7万股 | $513.9万 | 1.7万股 | -410股-2.35% | 减仓 |
 宝洁PG |
| 1.39% | 1.6% | $466.3万 | 3.2万股 | $439.0万 | 3.0万股 | +1,404股+4.62% | 加仓 |
 CrowdStrikeCRWD |
| 1.07% | 0.64% | $359.9万 | 4,716股 | $174.4万 | 4,466股 | +250股+5.60% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.9% | 0.9% | $302.6万 | 1.0万股 | $246.2万 | 9,928股 | +143股+1.44% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.64% | 0.66% | $213.0万 | 1.2万股 | $181.1万 | 1.2万股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 0.63% | 0.68% | $210.5万 | 9,451股 | $187.2万 | 1.1万股 | -1,621股-14.64% | 减仓 |
| SSANDISK COMSNDK |
| 0.62% | 0.21% | $208.3万 | 916股 | $58.3万 | 917股 | -1股-0.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.52% | $199.2万 | 3,980股 | $142.8万 | 2,980股 | +1,000股+33.56% | 加仓 |
 强生JNJ |
| 0.58% | 0.68% | $193.5万 | 7,619股 | $185.5万 | 7,589股 | +30股+0.40% | 加仓 |
 高盛GS |
| 0.57% | 0.6% | $191.6万 | 1,894股 | $163.0万 | 1,927股 | -33股-1.71% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 0.53% | 0.61% | $177.5万 | 3.6万股 | $167.2万 | 3.6万股 | -369股-1.02% | 减仓 |
 应用材料AMAT |
| 0.47% | 0.31% | $156.2万 | 2,160股 | $85.0万 | 2,487股 | -327股-13.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.46% | 0.5% | $155.4万 | 2,081股 | $138.0万 | 2,123股 | -42股-1.98% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.46% | 0.4% | $153.1万 | 9,672股 | $110.1万 | 8,617股 | +1,055股+12.24% | 加仓 |
| CCALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNECPSU |
| 0.45% | — | $151.1万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.43% | 0.46% | $145.5万 | 2,119股 | $125.4万 | 2,099股 | +20股+0.95% | 加仓 |
 VisaV |
| 0.41% | 0.44% | $138.7万 | 4,041股 | $121.7万 | 4,026股 | +15股+0.37% | 加仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.32% | — | $108.9万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 默沙东MRK |
| 0.32% | 2.76% | $107.6万 | 8,375股 | $757.2万 | 6.3万股 | -5.5万股-86.69% | 减仓 |
 礼来LLY |
| 0.31% | 0.3% | $103.7万 | 864股 | $81.9万 | 890股 | -26股-2.92% | 减仓 |
| IInnovator ETF信托PMAR |
| 0.29% | 0.36% | $96.4万 | 2.0万股 | $99.3万 | 2.2万股 | -2,061股-9.26% | 减仓 |
| EEA SERIES TRUSTBOXX |
| 0.27% | 0.33% | $89.9万 | 7,675股 | $89.3万 | 7,675股 | 00.00% | 持仓不变 |
| IInnovator ETF信托PNOV |
| 0.26% | 0.29% | $87.3万 | 2.0万股 | $80.5万 | 2.0万股 | 00.00% | 持仓不变 |
| I景顺自营指数基金BSJV |
| 0.25% | 0.3% | $82.3万 | 3.1万股 | $83.0万 | 3.2万股 | -584股-1.83% | 减仓 |
 宣伟SHW |
| 0.23% | 0.27% | $76.2万 | 2,214股 | $72.9万 | 2,275股 | -61股-2.68% | 减仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 0.22% | 0.27% | $73.2万 | 2.8万股 | $73.5万 | 2.8万股 | -482股-1.72% | 减仓 |
 卡特彼勒CAT |
| 0.22% | 0.18% | $72.6万 | 682股 | $48.6万 | 686股 | -4股-0.58% | 减仓 |
 GeneracGNRC |
| 0.22% | 0.18% | $72.4万 | 2,472股 | $48.9万 | 2,502股 | -30股-1.20% | 减仓 |
 万豪MAR |
| 0.21% | 0.24% | $71.5万 | 1,929股 | $64.5万 | 1,972股 | -43股-2.18% | 减仓 |
 联合包裹UPSUPS |
| 0.21% | 0.23% | $70.7万 | 6,576股 | $63.7万 | 6,479股 | +97股+1.50% | 加仓 |
