| G高盛ETF信托GBIL |
| 3.09% | 2.55% | $2.98亿 | 297.5万股 | $2.24亿 | 223.2万股 | +74.3万股+33.27% | 加仓 |
 微软MSFT |
| 2.52% | 2.83% | $2.43亿 | 65.1万股 | $2.48亿 | 66.9万股 | -1.8万股-2.71% | 减仓 |
| SSPDR道富系列信托BIL |
| 2.09% | 2.4% | $2.01亿 | 219.3万股 | $2.10亿 | 229.3万股 | -10.0万股-4.36% | 减仓 |
 英伟达NVDA |
| 1.98% | 1.86% | $1.91亿 | 95.3万股 | $1.63亿 | 93.4万股 | +1.9万股+2.08% | 加仓 |
 强生JNJ |
| 1.54% | 1.7% | $1.49亿 | 58.5万股 | $1.49亿 | 61.1万股 | -2.6万股-4.24% | 减仓 |
 摩根大通JPM |
| 1.5% | 1.46% | $1.44亿 | 44.1万股 | $1.28亿 | 43.5万股 | +5,808股+1.34% | 加仓 |
 亚马逊AMZN |
| 1.34% | 1.34% | $1.29亿 | 54.3万股 | $1.17亿 | 56.3万股 | -2.0万股-3.47% | 减仓 |
 苹果AAPL |
| 1.29% | 1.17% | $1.24亿 | 42.9万股 | $1.03亿 | 40.4万股 | +2.4万股+6.05% | 加仓 |
 博通AVGO |
| 1.23% | 1.11% | $1.19亿 | 31.5万股 | $9,700.0万 | 31.3万股 | +1,282股+0.41% | 加仓 |
 雪佛龙CVX |
| 1.22% | 1.62% | $1.18亿 | 71.1万股 | $1.42亿 | 68.6万股 | +2.5万股+3.64% | 加仓 |
 谷歌AGOOGL |
| 1.11% | 1.03% | $1.07亿 | 29.9万股 | $8,982.9万 | 31.2万股 | -1.3万股-4.28% | 减仓 |
 礼来LLY |
| 0.99% | 0.73% | $9,532.0万 | 7.9万股 | $6,369.0万 | 6.9万股 | +1.0万股+14.77% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.99% | 0.95% | $9,496.1万 | 26.9万股 | $8,337.6万 | 29.1万股 | -2.2万股-7.53% | 减仓 |
 VisaV |
| 0.97% | 1.03% | $9,379.5万 | 27.3万股 | $9,001.0万 | 29.8万股 | -2.4万股-8.20% | 减仓 |
 科磊KLAC |
| 0.95% | 0.62% | $9,139.1万 | 30.3万股 | $5,446.4万 | 3.7万股 | +26.6万股+718.89% | 加仓 |
 雷神技术RTX |
| 0.93% | 1.03% | $8,923.4万 | 47.0万股 | $9,014.4万 | 46.7万股 | +3,008股+0.64% | 加仓 |
| C花旗集团C |
| 0.89% | 1.12% | $8,530.5万 | 60.9万股 | $9,848.5万 | 86.8万股 | -25.9万股-29.81% | 减仓 |
 康宁GLW |
| 0.86% | 0.63% | $8,273.8万 | 32.4万股 | $5,491.1万 | 40.4万股 | -8.0万股-19.79% | 减仓 |
 思科CSCO |
| 0.85% | 0.63% | $8,158.4万 | 69.5万股 | $5,481.7万 | 70.6万股 | -1.2万股-1.69% | 减仓 |
 台积电TSM |
| 0.84% | 0.58% | $8,084.8万 | 16.9万股 | $5,098.9万 | 15.1万股 | +1.8万股+12.20% | 加仓 |
 MAGNA INTLMGA |
| 0.74% | 0.67% | $7,147.2万 | 108.9万股 | $5,860.8万 | 105.0万股 | +3.8万股+3.66% | 加仓 |
 阿斯麦ASML |
| 0.74% | 0.57% | $7,078.6万 | 3.6万股 | $5,013.1万 | 3.8万股 | -2,373股-6.25% | 减仓 |
| VVODAFONE NEWVOD |
| 0.71% | 1% | $6,846.3万 | 517.7万股 | $8,786.0万 | 585.0万股 | -67.3万股-11.50% | 减仓 |
 LENNARLEN |
| 0.7% | 0.63% | $6,751.9万 | 74.6万股 | $5,477.4万 | 63.1万股 | +11.5万股+18.30% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.7% | 0.53% | $6,735.9万 | 35.4万股 | $4,619.5万 | 34.8万股 | +5,959股+1.71% | 加仓 |
 卡特彼勒CAT |
| 0.67% | 0.49% | $6,473.3万 | 6.1万股 | $4,270.3万 | 6.0万股 | +512股+0.85% | 加仓 |
 THOR INDSTHO |
| 0.67% | 0.68% | $6,405.6万 | 85.2万股 | $5,919.4万 | 74.1万股 | +11.1万股+15.02% | 加仓 |
 默沙东MRK |
| 0.66% | 0.68% | $6,334.0万 | 49.3万股 | $5,919.1万 | 49.2万股 | +850股+0.17% | 加仓 |
 摩根士丹利MS |
| 0.65% | 0.57% | $6,278.2万 | 30.0万股 | $5,030.5万 | 30.6万股 | -5,339股-1.75% | 减仓 |
 联邦快递FDX |
| 0.65% | 0.79% | $6,253.5万 | 20.0万股 | $6,880.2万 | 19.3万股 | +6,545股+3.39% | 加仓 |
 Meta平台META |
| 0.62% | 0.79% | $5,952.8万 | 10.6万股 | $6,907.1万 | 12.1万股 | -1.5万股-12.46% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.59% | 0.58% | $5,663.9万 | 7.6万股 | $5,058.9万 | 7.8万股 | -1,944股-2.50% | 减仓 |
 万事达MA |
| 0.58% | 0.73% | $5,608.6万 | 10.9万股 | $6,407.1万 | 12.8万股 | -1.9万股-14.84% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.61% | $5,461.0万 | 10.9万股 | $5,302.8万 | 11.1万股 | -1,525股-1.38% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.54% | 0.37% | $5,159.1万 | 17.2万股 | $3,269.5万 | 13.2万股 | +4.0万股+30.25% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.53% | 0.44% | $5,093.6万 | 49.8万股 | $3,853.9万 | 49.0万股 | +7,968股+1.63% | 加仓 |
 CVS健康CVS |
| 0.52% | 0.43% | $4,962.2万 | 48.0万股 | $3,765.3万 | 52.4万股 | -4.5万股-8.51% | 减仓 |
| V先锋领航·MIDVO |
| 0.51% | 0.49% | $4,901.7万 | 60.8万股 | $4,296.3万 | 15.0万股 | +45.9万股+306.66% | 加仓 |
 美敦力MDT |
| 0.49% | 0.53% | $4,673.7万 | 59.7万股 | $4,659.6万 | 53.8万股 | +6.0万股+11.10% | 加仓 |
 AMD超威AMD |
| 0.48% | 0.16% | $4,620.6万 | 8.0万股 | $1,380.5万 | 6.8万股 | +1.2万股+17.21% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.48% | 0.49% | $4,574.3万 | 42.7万股 | $4,276.3万 | 38.6万股 | +4.1万股+10.69% | 加仓 |
 LIBERTY GLOBALLBTYK |
| 0.47% | 0.54% | $4,557.5万 | 414.3万股 | $4,693.4万 | 400.1万股 | +14.2万股+3.55% | 加仓 |
 通用汽车GM |
| 0.47% | 0.48% | $4,514.7万 | 58.6万股 | $4,216.1万 | 56.6万股 | +2.0万股+3.50% | 加仓 |
 艾伯维ABBV |
| 0.46% | 0.45% | $4,476.2万 | 17.8万股 | $3,944.5万 | 18.1万股 | -3,482股-1.92% | 减仓 |
 Elevance健康ELV |
| 0.45% | 0.02% | $4,315.3万 | 11.2万股 | $215.6万 | 7,365股 | +10.4万股+1,415.06% | 加仓 |
 诺和诺德NVO |
| 0.44% | 0.35% | $4,191.8万 | 87.4万股 | $3,074.0万 | 83.6万股 | +3.8万股+4.53% | 加仓 |
 联合健康UNH |
| 0.43% | 0.22% | $4,122.8万 | 9.9万股 | $1,932.6万 | 7.1万股 | +2.8万股+38.89% | 加仓 |
 通用动力GD |
| 0.43% | 0.47% | $4,121.9万 | 11.6万股 | $4,135.3万 | 12.0万股 | -4,128股-3.43% | 减仓 |
 CHUBB LIMITEDCB |
| 0.42% | 0.44% | $4,040.7万 | 11.9万股 | $3,833.5万 | 11.8万股 | +968股+0.82% | 加仓 |
 威瑞森VZ |
| 0.42% | 0.3% | $4,033.9万 | 95.3万股 | $2,662.6万 | 53.0万股 | +42.2万股+79.63% | 加仓 |
