| I景顺QQQ信托VOO |
| 7.37% | 6.47% | $7,374.9万 | 10.0万股 | $5,569.4万 | 9.6万股 | +3,654股+3.79% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 5.84% | 5.74% | $5,837.2万 | 47.0万股 | $4,940.2万 | 11.6万股 | +35.4万股+305.75% | 加仓 |
 苹果AAPL |
| 4.79% | 4.63% | $4,791.4万 | 16.6万股 | $3,980.7万 | 15.7万股 | +8,736股+5.57% | 加仓 |
 应用材料AMAT |
| 3.55% | 1.95% | $3,552.2万 | 4.9万股 | $1,675.9万 | 4.9万股 | +98股+0.20% | 加仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 3.03% | 2.98% | $3,032.8万 | 4.3万股 | $2,561.5万 | 4.2万股 | +1,588股+3.82% | 加仓 |
 谷歌AGOOGL |
| 2.66% | 2.66% | $2,663.8万 | 7.5万股 | $2,291.5万 | 8.0万股 | -5,148股-6.46% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.65% | 2.56% | $2,649.2万 | 12.5万股 | $2,202.0万 | 11.5万股 | +9,778股+8.52% | 加仓 |
| IiShares安硕信托IQLT |
| 2.39% | 2.46% | $2,394.1万 | 48.3万股 | $2,115.6万 | 45.8万股 | +2.6万股+5.58% | 加仓 |
 微软MSFT |
| 2.27% | 2.12% | $2,271.9万 | 6.1万股 | $1,823.1万 | 4.9万股 | +1.2万股+23.66% | 加仓 |
| IiShares安硕IEMG |
| 1.91% | 1.78% | $1,911.7万 | 23.1万股 | $1,535.6万 | 22.0万股 | +1.1万股+4.82% | 加仓 |
 卡特彼勒CAT |
| 1.74% | 1.31% | $1,735.4万 | 1.6万股 | $1,128.7万 | 1.6万股 | +365股+2.29% | 加仓 |
| V先锋领航指数基金VB |
| 1.7% | 1.62% | $1,699.7万 | 5.6万股 | $1,392.1万 | 5.3万股 | +2,925股+5.50% | 加仓 |
 摩根大通JPM |
| 1.69% | 1.74% | $1,688.2万 | 5.2万股 | $1,496.9万 | 5.1万股 | +687股+1.35% | 加仓 |
| SSPDR黄金信托GLD |
| 1.69% | 2.19% | $1,686.3万 | 4.6万股 | $1,881.8万 | 4.4万股 | +2,041股+4.67% | 加仓 |
 艾伯维ABBV |
| 1.62% | 1.52% | $1,616.0万 | 6.4万股 | $1,304.0万 | 6.0万股 | +4,261股+7.11% | 加仓 |
 沃尔玛WMT |
| 1.49% | 1.81% | $1,492.0万 | 13.2万股 | $1,561.5万 | 12.6万股 | +6,095股+4.85% | 加仓 |
 PALO ALTOPANW |
| 1.46% | 0.79% | $1,462.3万 | 4.3万股 | $678.2万 | 4.2万股 | +579股+1.37% | 加仓 |
 康明斯CMI |
| 1.32% | 1.15% | $1,320.7万 | 1.9万股 | $988.8万 | 1.8万股 | +139股+0.76% | 加仓 |
 英伟达NVDA |
| 1.28% | 1.3% | $1,283.6万 | 6.4万股 | $1,118.3万 | 6.4万股 | +28股+0.04% | 加仓 |
 雷神技术RTX |
| 1.27% | 1.46% | $1,267.7万 | 6.7万股 | $1,258.6万 | 6.5万股 | +1,574股+2.41% | 加仓 |
 GE VernovaGEV |
| 1.25% | 1.04% | $1,251.5万 | 1.1万股 | $898.0万 | 1.0万股 | +365股+3.55% | 加仓 |
 Meta平台META |
| 1.17% | 1.04% | $1,166.0万 | 2.1万股 | $899.0万 | 1.6万股 | +4,987股+31.74% | 加仓 |
 亚马逊AMZN |
| 1.16% | 1.15% | $1,159.7万 | 4.9万股 | $992.0万 | 4.8万股 | +1,025股+2.15% | 加仓 |
 阿默普莱斯AMP |
| 1.1% | 1.2% | $1,103.0万 | 2.4万股 | $1,032.1万 | 2.3万股 | +820股+3.53% | 加仓 |
 科磊KLAC |
| 1.1% | 0.61% | $1,097.0万 | 3.6万股 | $524.2万 | 3,560股 | +3.3万股+921.38% | 加仓 |
 安费诺APH |
| 1.07% | 0.88% | $1,069.5万 | 6.1万股 | $755.6万 | 6.0万股 | +855股+1.43% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.05% | 1.14% | $1,052.5万 | 1.4万股 | $984.3万 | 1.5万股 | -1,041股-6.88% | 减仓 |
 QUANTA SVCSPWR |
| 1.05% | 0.91% | $1,045.6万 | 1.5万股 | $785.9万 | 1.4万股 | +207股+1.45% | 加仓 |
 VisaV |
| 1% | 1.01% | $1,001.0万 | 2.9万股 | $865.0万 | 2.9万股 | +557股+1.95% | 加仓 |
 史赛克SYK |
| 0.98% | 1.14% | $977.3万 | 3.1万股 | $984.1万 | 3.0万股 | +1,090股+3.64% | 加仓 |
 家得宝HD |
| 0.97% | 1.02% | $968.8万 | 2.7万股 | $873.5万 | 2.7万股 | +909股+3.42% | 加仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG |
| 0.96% | 1.18% | $959.4万 | 21.0万股 | $1,019.2万 | 23.9万股 | -2.8万股-11.89% | 减仓 |
 博通AVGO |
| 0.95% | 0.89% | $952.3万 | 2.5万股 | $767.7万 | 2.5万股 | +406股+1.64% | 加仓 |
 AXON ENTERPRISEAXON |
| 0.92% | 0.76% | $917.9万 | 1.6万股 | $654.2万 | 1.5万股 | +903股+5.86% | 加仓 |
 万事达MA |
| 0.86% | 0.95% | $861.9万 | 1.7万股 | $816.4万 | 1.6万股 | +443股+2.71% | 加仓 |
 高盛GS |
| 0.78% | 0.74% | $781.6万 | 7,728股 | $636.0万 | 7,518股 | +210股+2.79% | 加仓 |
 ILLINOIS TOOLITW |
| 0.76% | 0.83% | $758.7万 | 2.8万股 | $712.2万 | 2.7万股 | +690股+2.52% | 加仓 |
 PPL COMPPL |
| 0.75% | 0.89% | $752.5万 | 20.7万股 | $769.9万 | 20.2万股 | +5,479股+2.72% | 加仓 |
 罗克韦尔自动化ROK |
| 0.75% | 0.61% | $749.2万 | 1.5万股 | $524.9万 | 1.5万股 | +507股+3.47% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.74% | 0.93% | $742.3万 | 5.9万股 | $799.2万 | 5.7万股 | +1,412股+2.46% | 加仓 |
| Q高通QCOM |
| 0.74% | 0.59% | $738.4万 | 4.0万股 | $510.9万 | 4.0万股 | +288股+0.73% | 加仓 |
| IiShares安硕信托IVW |
| 0.74% | 0.7% | $737.9万 | 5.4万股 | $603.1万 | 5.3万股 | +332股+0.62% | 加仓 |
 WASTE MGMT DELWM |
| 0.73% | 0.86% | $732.5万 | 3.3万股 | $740.6万 | 3.2万股 | +636股+1.97% | 加仓 |
 空气化工APD |
| 0.73% | 0.83% | $727.1万 | 2.5万股 | $713.2万 | 2.5万股 | +249股+1.01% | 加仓 |
 CINTAS COMCTAS |
| 0.7% | 0.78% | $696.8万 | 4.1万股 | $674.6万 | 4.0万股 | +1,082股+2.71% | 加仓 |
 伊顿ETN |
| 0.68% | — | $677.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| V先锋领航·FTSEVEA |
| 0.65% | 0.68% | $652.5万 | 9.2万股 | $587.0万 | 9.2万股 | -32股-0.03% | 减仓 |
 雅培ABT |
| 0.63% | 0.78% | $628.2万 | 6.9万股 | $670.0万 | 6.5万股 | +3,981股+6.10% | 加仓 |
| IiShares安硕信托IWV |
| 0.62% | 0.63% | $622.5万 | 1.5万股 | $541.2万 | 1.5万股 | 00.00% | 持仓不变 |
| IiShares安硕·S&PIVE |
| 0.6% | 0.64% | $602.5万 | 2.7万股 | $551.4万 | 2.6万股 | +424股+1.62% | 加仓 |
