| V先锋领航·MIDVO |
| 8.17% | 8.25% | $4,029.3万 | 50.0万股 | $3,801.5万 | 13.2万股 | +36.8万股+277.79% | 加仓 |
 泛林集团LRCX |
| 6.26% | 3.54% | $3,088.2万 | 7.1万股 | $1,632.2万 | 7.6万股 | -5,127股-6.71% | 减仓 |
 微软MSFT |
| 6.1% | 6.7% | $3,006.4万 | 8.1万股 | $3,086.3万 | 8.3万股 | -2,779股-3.33% | 减仓 |
 苹果AAPL |
| 5.64% | 5.49% | $2,780.9万 | 9.6万股 | $2,527.9万 | 10.0万股 | -3,503股-3.52% | 减仓 |
 谷歌AGOOGL |
| 5.51% | 5.02% | $2,713.8万 | 7.6万股 | $2,313.1万 | 8.0万股 | -4,503股-5.60% | 减仓 |
 飞塔FTNT |
| 5.15% | 3.1% | $2,537.9万 | 16.5万股 | $1,426.8万 | 17.5万股 | -9,386股-5.38% | 减仓 |
 亚马逊AMZN |
| 4.99% | 4.89% | $2,457.7万 | 10.3万股 | $2,251.0万 | 10.8万股 | -4,962股-4.59% | 减仓 |
 英伟达NVDA |
| 4.83% | 4.73% | $2,382.5万 | 11.9万股 | $2,177.6万 | 12.5万股 | -5,792股-4.64% | 减仓 |
 特灵科技TT |
| 3.52% | 3.34% | $1,736.0万 | 3.5万股 | $1,537.6万 | 3.7万股 | -1,552股-4.21% | 减仓 |
 万事达MA |
| 2.88% | 3.09% | $1,418.1万 | 2.8万股 | $1,422.5万 | 2.8万股 | -859股-3.02% | 减仓 |
 摩根大通JPM |
| 2.54% | 2.56% | $1,251.4万 | 3.8万股 | $1,178.3万 | 4.0万股 | -1,828股-4.56% | 减仓 |
 爱德华生命科学EW |
| 2.41% | 2.39% | $1,188.4万 | 13.1万股 | $1,099.8万 | 13.7万股 | -5,965股-4.34% | 减仓 |
 WASTE MGMT DELWM |
| 2.15% | 2.45% | $1,060.3万 | 4.8万股 | $1,127.1万 | 4.9万股 | -1,476股-3.01% | 减仓 |
 标普全球SPGI |
| 2.03% | 2.34% | $1,001.9万 | 2.5万股 | $1,076.4万 | 2.5万股 | -707股-2.79% | 减仓 |
 联合健康UNH |
| 1.98% | 1.47% | $976.5万 | 2.3万股 | $676.3万 | 2.5万股 | -1,500股-6.00% | 减仓 |
 NETFLIXNFLX |
| 1.95% | 2.99% | $963.5万 | 13.5万股 | $1,378.8万 | 14.3万股 | -8,452股-5.89% | 减仓 |
 芝加哥商品交易所CME |
| 1.83% | 2.76% | $903.0万 | 4.1万股 | $1,273.6万 | 4.3万股 | -2,228股-5.17% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.67% | 1.55% | $825.5万 | 5.2万股 | $714.9万 | 5.6万股 | -3,810股-6.81% | 减仓 |
 福泰制药VRTX |
| 1.61% | 1.6% | $792.7万 | 1.6万股 | $736.6万 | 1.6万股 | -538股-3.26% | 减仓 |
 FIRST SOLAR COMFSLR |
| 1.58% | 1.48% | $781.1万 | 3.3万股 | $682.4万 | 3.5万股 | -1,488股-4.30% | 减仓 |
 林德LIN |
| 1.5% | 1.61% | $739.2万 | 1.4万股 | $741.7万 | 1.5万股 | -716股-4.79% | 减仓 |
 ADOBE COMADBE |
| 1.46% | 1.9% | $718.7万 | 3.5万股 | $875.3万 | 3.6万股 | -956股-2.65% | 减仓 |
 赛莱默XYL |
| 1.41% | 1.54% | $694.1万 | 5.9万股 | $707.2万 | 5.9万股 | -463股-0.78% | 减仓 |
 优步UBER |
| 1.4% | 1.55% | $688.9万 | 9.5万股 | $711.9万 | 9.9万股 | -3,506股-3.54% | 减仓 |
| V先锋领航指数基金VUG |
| 1.28% | 1.18% | $629.4万 | 7.3万股 | $542.8万 | 1.2万股 | +6.1万股+487.99% | 加仓 |
 百事可乐PEP |
| 1.25% | 1.6% | $617.3万 | 4.6万股 | $735.8万 | 4.7万股 | -1,793股-3.78% | 减仓 |
| J摩根大通交易所交易基金JQUA |
| 1.15% | 1.02% | $565.7万 | 7.8万股 | $468.3万 | 7.6万股 | +1,900股+2.49% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.12% | 1.4% | $551.1万 | 1.2万股 | $646.9万 | 1.2万股 | -156股-1.26% | 减仓 |
 D R HORTONDHI |
| 0.94% | 1.39% | $461.9万 | 2.8万股 | $642.3万 | 4.7万股 | -1.8万股-39.41% | 减仓 |
 礼来LLY |
| 0.91% | 0.76% | $450.7万 | 3,758股 | $350.2万 | 3,807股 | -49股-1.29% | 减仓 |
| IiShares安硕信托IVV |
| 0.86% | 0.83% | $425.2万 | 5,678股 | $384.4万 | 5,885股 | -207股-3.52% | 减仓 |
 EOG资源EOG |
| 0.85% | 1.23% | $420.7万 | 3.2万股 | $568.0万 | 3.9万股 | -6,864股-17.47% | 减仓 |
 安费诺APH |
| 0.73% | — | $361.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.72% | — | $355.3万 | 7,086股 | $0 | 0股 | +7,086股 | 新买入 |
 财捷INTU |
| 0.7% | 1.44% | $345.6万 | 1.3万股 | $661.2万 | 1.5万股 | -2,049股-13.40% | 减仓 |
 ServiceNowNOW |
| 0.69% | — | $340.0万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 Arista网络ANET |
| 0.68% | — | $335.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 COINBASE GLOBALCOIN |
| 0.59% | — | $293.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 德康医疗DXCM |
| 0.59% | 0.61% | $291.4万 | 4.3万股 | $281.0万 | 4.5万股 | -1,468股-3.28% | 减仓 |
 PinterestPINS |
| 0.57% | 0.55% | $279.4万 | 13.3万股 | $255.3万 | 13.9万股 | -6,337股-4.55% | 减仓 |
| MMORGAN STANLEY ETF TRUSTCVLC |
| 0.52% | 0.48% | $255.2万 | 2.7万股 | $219.1万 | 2.7万股 | -347股-1.27% | 减仓 |
| S道富SPYM |
| 0.45% | 0.42% | $222.7万 | 2.5万股 | $193.9万 | 2.5万股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.4% | 0.76% | $198.3万 | 5,476股 | $350.4万 | 9,958股 | -4,482股-45.01% | 减仓 |
| V先锋领航白厅基金VYM |
| 0.35% | 0.35% | $170.1万 | 1.1万股 | $159.4万 | 1.1万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.33% | 0.34% | $162.3万 | 1.5万股 | $157.5万 | 1.6万股 | -1,487股-9.18% | 减仓 |
 艺康ECL |
| 0.31% | 0.31% | $152.1万 | 5,458股 | $144.1万 | 5,418股 | +40股+0.74% | 加仓 |
 The Trade DeskTTD |
| 0.28% | 0.36% | $136.1万 | 7.5万股 | $164.9万 | 7.3万股 | +2,632股+3.62% | 加仓 |
 好市多COST |
| 0.23% | 0.26% | $110.9万 | 1,186股 | $118.2万 | 1,186股 | 00.00% | 持仓不变 |
 AMERICAN WTR WKS NEWAWK |
| 0.22% | 0.24% | $107.9万 | 8,203股 | $110.1万 | 8,090股 | +113股+1.40% | 加仓 |
 强生JNJ |
| 0.21% | 0.23% | $102.4万 | 4,031股 | $107.0万 | 4,376股 | -345股-7.88% | 减仓 |
