| SSPDR标普500 ETFSPY |
| 7.08% | 7.49% | $1,376.2万 | 1.8万股 | $1,343.8万 | 1.9万股 | -807股-4.20% | 减仓 |
 AMD超威AMD |
| 6.32% | 3.26% | $1,230.2万 | 2.3万股 | $585.1万 | 2.3万股 | -56股-0.25% | 减仓 |
 PALO ALTOPANW |
| 4.71% | 2.44% | $917.1万 | 2.7万股 | $438.2万 | 2.7万股 | +92股+0.34% | 加仓 |
 应用材料AMAT |
| 4.04% | 3.06% | $785.8万 | 1.4万股 | $548.5万 | 1.4万股 | +17股+0.12% | 加仓 |
 英伟达NVDA |
| 3.54% | 3.74% | $688.0万 | 3.3万股 | $671.5万 | 3.4万股 | -571股-1.69% | 减仓 |
 家得宝HD |
| 3.48% | 3.75% | $676.3万 | 2.0万股 | $673.2万 | 2.0万股 | +533股+2.68% | 加仓 |
 科磊KLAC |
| 3.45% | 3.01% | $670.1万 | 3.1万股 | $540.4万 | 3,091股 | +2.8万股+896.93% | 加仓 |
| IiShares安硕信托IUSB |
| 3.17% | 3.51% | $616.5万 | 13.5万股 | $630.2万 | 13.6万股 | -598股-0.44% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 3.16% | 3.52% | $615.3万 | 7.5万股 | $631.9万 | 7.6万股 | -330股-0.44% | 减仓 |
 苹果AAPL |
| 3.02% | 2.62% | $588.4万 | 1.8万股 | $471.0万 | 1.8万股 | +275股+1.56% | 加仓 |
 Arista网络ANET |
| 2.95% | 2.81% | $573.9万 | 3.3万股 | $504.8万 | 3.3万股 | +173股+0.53% | 加仓 |
 伊顿ETN |
| 2.66% | 2.9% | $517.3万 | 1.3万股 | $521.2万 | 1.3万股 | -352股-2.67% | 减仓 |
 亚马逊AMZN |
| 2.57% | 2.86% | $499.2万 | 2.0万股 | $513.7万 | 2.1万股 | -509股-2.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.37% | 2.52% | $461.1万 | 1.3万股 | $453.2万 | 1.4万股 | -233股-1.72% | 减仓 |
 礼来LLY |
| 2.33% | 2.01% | $453.6万 | 3,860股 | $361.3万 | 3,991股 | -131股-3.28% | 减仓 |
 EOG资源EOG |
| 2.16% | 2.23% | $421.0万 | 2.9万股 | $399.8万 | 3.0万股 | -855股-2.83% | 减仓 |
 微软MSFT |
| 2.16% | 2.48% | $420.3万 | 1.1万股 | $445.1万 | 1.1万股 | -262股-2.42% | 减仓 |
 AUTONATIONAN |
| 2.09% | 2.34% | $407.3万 | 2.1万股 | $419.3万 | 2.1万股 | -886股-4.14% | 减仓 |
 YUM BRANDS COMYUM |
| 2.09% | 2.49% | $407.2万 | 2.8万股 | $447.3万 | 2.8万股 | +45股+0.16% | 加仓 |
 默沙东MRK |
| 2.02% | — | $392.2万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 美国运通AXP |
| 1.98% | 2.05% | $384.9万 | 1.1万股 | $367.9万 | 1.1万股 | -210股-1.88% | 减仓 |
 嘉信理财SCHW |
| 1.96% | 2.17% | $381.5万 | 3.8万股 | $389.4万 | 3.9万股 | -689股-1.77% | 减仓 |
 NETFLIXNFLX |
| 1.96% | 3.37% | $380.4万 | 5.5万股 | $605.8万 | 5.6万股 | -843股-1.50% | 减仓 |
| I景顺交易所交易基金信托EQWL |
| 1.94% | 1.89% | $378.3万 | 2.9万股 | $339.2万 | 2.8万股 | +1,070股+3.79% | 加仓 |
 iShares安硕·MBSACGL |
| 1.94% | 2.12% | $377.2万 | 3.8万股 | $381.5万 | 3.9万股 | -1,636股-4.18% | 减仓 |
 贝莱德·INC COMBLK |
| 1.92% | 2.16% | $372.6万 | 3,588股 | $387.6万 | 3,696股 | -108股-2.92% | 减仓 |
 百事可乐PEP |
| 1.8% | 2.25% | $350.2万 | 2.6万股 | $404.5万 | 2.6万股 | -178股-0.68% | 减仓 |
 T-MOBILE US COMTMUS |
| 1.72% | 1.92% | $334.5万 | 1.8万股 | $345.2万 | 1.8万股 | -622股-3.43% | 减仓 |
 GLOBUS MEDGMED |
| 1.69% | 2.36% | $327.9万 | 4.3万股 | $423.7万 | 4.5万股 | -1,710股-3.82% | 减仓 |
| N新纪元能源NEE |
| 1.37% | 1.56% | $266.4万 | 3.0万股 | $279.3万 | 3.1万股 | -317股-1.04% | 减仓 |
 INGREDION COMINGR |
| 1.36% | 1.69% | $264.7万 | 2.6万股 | $304.2万 | 2.7万股 | -993股-3.68% | 减仓 |
| V先锋领航指数基金VOO |
| 1.24% | 1.19% | $241.5万 | 3,406股 | $214.3万 | 3,362股 | +44股+1.31% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.15% | 1.39% | $223.8万 | 1.4万股 | $249.6万 | 1.4万股 | -408股-2.89% | 减仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 1.07% | 1.23% | $207.8万 | 4.1万股 | $221.5万 | 4.3万股 | -1,619股-3.76% | 减仓 |
 赛富时CRM |
| 1.01% | 2.22% | $197.3万 | 1.2万股 | $399.0万 | 2.2万股 | -1.1万股-48.40% | 减仓 |
| G通用动力VTI |
| 0.93% | 0.95% | $181.8万 | 4,921股 | $169.9万 | 4,921股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.84% | — | $163.6万 | 9,047股 | $0 | 0股 | +9,047股 | 新买入 |
 COPART COMCPRT |
| 0.83% | 2.23% | $161.8万 | 6.0万股 | $400.5万 | 12.0万股 | -6.1万股-50.40% | 减仓 |
| S道富XLI |
| 0.78% | — | $152.3万 | 8,523股 | $0 | 0股 | +8,523股 | 新买入 |
 特灵科技TT |
| 0.46% | 0.46% | $89.7万 | 1,908股 | $82.4万 | 1,782股 | +126股+7.07% | 加仓 |
 可口可乐KO |
| 0.44% | 0.4% | $85.1万 | 1.0万股 | $71.5万 | 9,493股 | +891股+9.39% | 加仓 |
 SYSCO COMSYY |
| 0.43% | 0.43% | $84.0万 | 1.0万股 | $76.6万 | 1.0万股 | +8股+0.08% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.42% | 0.37% | $81.3万 | 1.6万股 | $67.0万 | 1.3万股 | +2,946股+22.09% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.42% | 0.43% | $81.1万 | 3,812股 | $76.4万 | 3,823股 | -11股-0.29% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.39% | $80.5万 | 1,645股 | $70.6万 | 1,490股 | +155股+10.40% | 加仓 |
 谷歌AGOOGL |
| 0.41% | 0.39% | $79.7万 | 2,296股 | $70.3万 | 2,086股 | +210股+10.07% | 加仓 |
| IiShares安硕信托GVI |
| 0.39% | 0.35% | $76.2万 | 7,177股 | $62.0万 | 5,798股 | +1,379股+23.78% | 加仓 |
 GE航空GE |
| 0.37% | 0.37% | $72.4万 | 2,124股 | $67.0万 | 2,135股 | -11股-0.52% | 减仓 |
 卡特彼勒CAT |
| 0.33% | 0.28% | $65.1万 | 732股 | $50.7万 | 658股 | +74股+11.25% | 加仓 |
 麦当劳MCD |
| 0.29% | 0.31% | $55.6万 | 2,106股 | $56.4万 | 1,841股 | +265股+14.39% | 加仓 |
