| V先锋领航斯科茨代尔基金VONG |
| 3.75% | 3.76% | $6,484.9万 | 50.7万股 | $5,831.7万 | 53.2万股 | -2.4万股-4.56% | 减仓 |
 希捷STX |
| 3.21% | 1.73% | $5,560.6万 | 5.8万股 | $2,688.6万 | 6.9万股 | -1.1万股-16.04% | 减仓 |
 苹果AAPL |
| 3.08% | 3% | $5,338.7万 | 18.5万股 | $4,653.2万 | 18.3万股 | +1,153股+0.63% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.61% | 1.8% | $4,508.8万 | 10.5万股 | $2,789.8万 | 17.0万股 | -6.5万股-38.52% | 减仓 |
 康宁GLW |
| 2.58% | 2.68% | $4,469.8万 | 17.5万股 | $4,167.2万 | 30.6万股 | -13.1万股-42.90% | 减仓 |
 思科CSCO |
| 2.54% | 1.92% | $4,400.5万 | 37.5万股 | $2,983.0万 | 38.4万股 | -9,815股-2.55% | 减仓 |
 博通AVGO |
| 2.43% | 2.29% | $4,201.5万 | 11.1万股 | $3,560.1万 | 11.5万股 | -3,798股-3.30% | 减仓 |
| GGlobal X基金AIQ |
| 2.34% | 2.25% | $4,057.0万 | 61.8万股 | $3,495.2万 | 74.9万股 | -13.1万股-17.43% | 减仓 |
| V先锋领航指数基金VTV |
| 2.25% | 2.25% | $3,885.3万 | 17.8万股 | $3,491.0万 | 17.8万股 | +348股+0.20% | 加仓 |
| EELEMENT SOLUTIONSESI |
| 2.1% | 1.7% | $3,637.0万 | 76.2万股 | $2,644.6万 | 77.5万股 | -1.3万股-1.67% | 减仓 |
 摩根士丹利MS |
| 2.01% | 1.76% | $3,474.9万 | 16.6万股 | $2,731.5万 | 16.6万股 | +255股+0.15% | 加仓 |
 谷歌AGOOGL |
| 2% | 1.81% | $3,462.0万 | 9.7万股 | $2,813.7万 | 9.8万股 | -975股-1.00% | 减仓 |
 达美航空DAL |
| 1.99% | 1.58% | $3,450.2万 | 36.8万股 | $2,458.8万 | 37.0万股 | -1,482股-0.40% | 减仓 |
 Citizens金融CFG |
| 1.82% | 1.82% | $3,146.9万 | 44.9万股 | $2,834.1万 | 47.3万股 | -2.3万股-4.97% | 减仓 |
 TapestryTPR |
| 1.62% | 1.72% | $2,808.7万 | 19.2万股 | $2,675.6万 | 19.0万股 | +2,269股+1.20% | 加仓 |
 微软MSFT |
| 1.62% | 1.8% | $2,806.6万 | 7.5万股 | $2,789.3万 | 7.5万股 | -110股-0.15% | 减仓 |
 哈勃HUBB |
| 1.62% | 1.7% | $2,805.6万 | 5.4万股 | $2,645.9万 | 5.4万股 | -292股-0.54% | 减仓 |
 METLIFE COMMET |
| 1.57% | 1.43% | $2,720.4万 | 32.2万股 | $2,221.9万 | 31.4万股 | +7,338股+2.34% | 加仓 |
| HHASBROHAS |
| 1.56% | 1.93% | $2,702.4万 | 32.7万股 | $2,998.0万 | 32.0万股 | +6,911股+2.16% | 加仓 |
 ROSS STORES COMROST |
| 1.53% | 1.76% | $2,644.2万 | 12.4万股 | $2,726.4万 | 12.6万股 | -1,627股-1.29% | 减仓 |
 ASSURANTAIZ |
| 1.53% | 1.36% | $2,639.8万 | 9.8万股 | $2,109.7万 | 9.7万股 | +1,446股+1.49% | 加仓 |
 AMGEN COMAMGN |
| 1.47% | 1.56% | $2,551.3万 | 7.0万股 | $2,429.6万 | 6.9万股 | +1,405股+2.03% | 加仓 |
 福泰制药VRTX |
| 1.47% | 1.44% | $2,549.7万 | 5.1万股 | $2,238.9万 | 5.0万股 | +1,190股+2.37% | 加仓 |
 威瑞森VZ |
| 1.47% | 1.92% | $2,537.1万 | 59.9万股 | $2,974.7万 | 59.3万股 | +6,648股+1.12% | 加仓 |
 NEXSTAR MEDIANXST |
| 1.44% | 1.54% | $2,489.5万 | 13.9万股 | $2,387.6万 | 13.2万股 | +7,361股+5.57% | 加仓 |
 辉瑞PFE |
| 1.41% | 1.72% | $2,442.2万 | 101.4万股 | $2,664.3万 | 94.9万股 | +6.5万股+6.89% | 加仓 |
| IINGRAM MICRO HLDG CORP COMINGM |
| 1.4% | — | $2,414.4万 | 88.0万股 | $0 | 0股 | +88.0万股 | 新买入 |
 Meta平台META |
| 1.35% | 1.43% | $2,338.2万 | 4.2万股 | $2,214.9万 | 3.9万股 | +2,795股+7.22% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 1.33% | 1.15% | $2,306.6万 | 70.5万股 | $1,792.5万 | 68.1万股 | +2.4万股+3.52% | 加仓 |
 CencoraCOR |
| 1.32% | 1.56% | $2,291.6万 | 8.1万股 | $2,419.7万 | 7.7万股 | +3,955股+5.13% | 加仓 |
 PROGRESSIVEPGR |
| 1.32% | 1.28% | $2,286.5万 | 10.5万股 | $1,995.0万 | 10.1万股 | +4,036股+4.01% | 加仓 |
 达登饭店DRI |
| 1.25% | 1.3% | $2,166.8万 | 10.5万股 | $2,015.7万 | 10.3万股 | +2,360股+2.30% | 加仓 |
 甲骨文ORCL |
| 1.19% | 1.27% | $2,059.1万 | 14.1万股 | $1,970.3万 | 13.4万股 | +6,575股+4.91% | 加仓 |
 雪佛龙CVX |
| 1.17% | 1.61% | $2,019.0万 | 12.2万股 | $2,501.9万 | 12.1万股 | +883股+0.73% | 加仓 |
 NATIONAL FUEL GASNFG |
| 1.16% | 1.48% | $2,006.9万 | 26.0万股 | $2,293.5万 | 24.4万股 | +1.6万股+6.49% | 加仓 |
 赛富时CRM |
| 1.16% | 0.9% | $2,006.3万 | 12.8万股 | $1,394.5万 | 7.5万股 | +5.3万股+71.43% | 加仓 |
| CCACI国际CACI |
| 1.15% | 1.48% | $1,989.7万 | 4.3万股 | $2,292.3万 | 4.2万股 | +801股+1.90% | 加仓 |
 KROGER COMKR |
| 1.14% | 1.6% | $1,972.3万 | 35.5万股 | $2,487.2万 | 34.4万股 | +1.1万股+3.33% | 加仓 |
 T-MOBILE US COMTMUS |
| 1.06% | 1.41% | $1,841.0万 | 11.0万股 | $2,196.3万 | 10.5万股 | +5,189股+4.96% | 加仓 |
 STARWOOD PPTY TRSTWD |
| 1.04% | 1.28% | $1,799.4万 | 109.9万股 | $1,993.2万 | 115.8万股 | -5.9万股-5.09% | 减仓 |
| SSS&C TECHSSNC |
| 0.91% | 1.03% | $1,576.1万 | 25.4万股 | $1,603.4万 | 23.7万股 | +1.7万股+7.05% | 加仓 |
| IISHARES CORE MSCI PACIFIC ETFIPAC |
| 0.86% | 0.91% | $1,493.5万 | 18.2万股 | $1,411.1万 | 18.4万股 | -2,137股-1.16% | 减仓 |
| GGlobal X基金SHLD |
| 0.84% | 0.88% | $1,452.4万 | 24.3万股 | $1,371.6万 | 19.4万股 | +5.0万股+25.63% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.82% | 0.24% | $1,413.2万 | 2.2万股 | $376.6万 | 1.1万股 | +1.1万股+92.49% | 加仓 |
 霍尼韦尔HON |
| 0.77% | 1.7% | $1,334.5万 | 6.0万股 | $2,643.8万 | 11.7万股 | -5.7万股-49.04% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.76% | — | $1,316.7万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| I景顺交易所交易基金信托PPA |
| 0.75% | 0.75% | $1,300.5万 | 7.4万股 | $1,168.2万 | 7.1万股 | +3,119股+4.42% | 加仓 |
| F第一信托交易所交易基金FYC |
| 0.65% | 0.68% | $1,131.2万 | 8.5万股 | $1,050.8万 | 9.5万股 | -9,955股-10.50% | 减仓 |
 埃森哲ACN |
| 0.63% | 0.97% | $1,087.0万 | 8.7万股 | $1,505.3万 | 7.6万股 | +1.1万股+15.07% | 加仓 |
| WWisdomTree信托HEDJ |
| 0.62% | 0.66% | $1,081.4万 | 19.0万股 | $1,022.7万 | 19.6万股 | -5,827股-2.98% | 减仓 |
