 英伟达NVDA |
| 11.37% | 10.99% | $1.86亿 | 93.0万股 | $1.66亿 | 95.0万股 | -2.0万股-2.09% | 减仓 |
 苹果AAPL |
| 7.33% | 7.05% | $1.20亿 | 41.4万股 | $1.06亿 | 41.8万股 | -4,165股-1.00% | 减仓 |
| SSPDR标普500 ETFSPY |
| 6.65% | 6.41% | $1.09亿 | 14.6万股 | $9,653.5万 | 14.8万股 | -2,677股-1.80% | 减仓 |
 谷歌AGOOGL |
| 6.25% | 5.57% | $1.02亿 | 28.6万股 | $8,387.7万 | 29.2万股 | -5,760股-1.97% | 减仓 |
 亚马逊AMZN |
| 5.07% | 4.86% | $8,285.9万 | 34.8万股 | $7,315.4万 | 35.1万股 | -3,595股-1.02% | 减仓 |
 PALO ALTOPANW |
| 4.46% | 2.3% | $7,289.2万 | 21.4万股 | $3,464.8万 | 21.6万股 | -2,369股-1.10% | 减仓 |
 微软MSFT |
| 4.37% | 4.7% | $7,154.9万 | 19.2万股 | $7,077.0万 | 19.1万股 | +629股+0.33% | 加仓 |
 摩根大通JPM |
| 3.77% | 3.71% | $6,168.2万 | 18.8万股 | $5,588.3万 | 19.0万股 | -1,534股-0.81% | 减仓 |
| SSPDR道富系列信托XAR |
| 3.2% | 3.13% | $5,233.3万 | 18.4万股 | $4,721.4万 | 18.6万股 | -1,490股-0.80% | 减仓 |
 好市多COST |
| 3.04% | 3.56% | $4,967.7万 | 5.3万股 | $5,363.6万 | 5.4万股 | -724股-1.35% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 2.72% | 2.17% | $4,452.7万 | 17.7万股 | $3,270.2万 | 18.0万股 | -3,723股-2.07% | 减仓 |
 Vulcan材料VMC |
| 2.51% | 2.51% | $4,099.9万 | 13.9万股 | $3,776.0万 | 13.9万股 | +304股+0.22% | 加仓 |
 AMETEK COMAME |
| 2.44% | 2.35% | $3,989.1万 | 16.5万股 | $3,537.0万 | 16.5万股 | -125股-0.08% | 减仓 |
 默沙东MRK |
| 2.42% | 2.47% | $3,955.5万 | 30.8万股 | $3,714.5万 | 30.9万股 | -976股-0.32% | 减仓 |
 派克汉尼汾PH |
| 2.3% | 2.29% | $3,764.8万 | 3.8万股 | $3,450.4万 | 3.9万股 | -52股-0.13% | 减仓 |
 TJXTJX |
| 2.29% | 2.64% | $3,750.9万 | 24.8万股 | $3,984.1万 | 24.9万股 | -1,891股-0.76% | 减仓 |
 VisaV |
| 2.21% | 2.12% | $3,607.1万 | 10.5万股 | $3,192.6万 | 10.6万股 | -494股-0.47% | 减仓 |
 黑石集团BX |
| 2.07% | 2.19% | $3,390.6万 | 28.8万股 | $3,301.6万 | 28.7万股 | +1,023股+0.36% | 加仓 |
 可口可乐KO |
| 2.06% | 2.1% | $3,369.0万 | 41.5万股 | $3,165.2万 | 41.6万股 | -1,655股-0.40% | 减仓 |
| V先锋领航指数基金VB |
| 2.04% | 1.92% | $3,331.2万 | 11.0万股 | $2,888.2万 | 11.0万股 | -372股-0.34% | 减仓 |
 罗克韦尔自动化ROK |
| 2.02% | 1.57% | $3,302.4万 | 6.7万股 | $2,365.2万 | 6.6万股 | +800股+1.21% | 加仓 |
| T赛默飞世尔TMO |
| 1.79% | 1.89% | $2,931.4万 | 5.8万股 | $2,844.9万 | 5.8万股 | +591股+1.02% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.72% | 1.92% | $2,816.6万 | 35.6万股 | $2,895.0万 | 36.5万股 | -8,810股-2.41% | 减仓 |
 IQVIAIQV |
| 1.59% | 1.52% | $2,603.3万 | 13.5万股 | $2,294.1万 | 13.5万股 | +214股+0.16% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.58% | 2.18% | $2,590.2万 | 21.0万股 | $3,286.7万 | 20.9万股 | +1,424股+0.68% | 加仓 |
 EQTEQT |
| 1.45% | 1.87% | $2,378.6万 | 44.7万股 | $2,812.3万 | 44.2万股 | +5,441股+1.23% | 加仓 |
 赛富时CRM |
| 1.23% | 1.58% | $2,005.5万 | 12.8万股 | $2,385.4万 | 12.8万股 | +231股+0.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.03% | $1,911.5万 | 5.4万股 | $1,557.5万 | 5.4万股 | -195股-0.36% | 减仓 |
 APTARGROUPATR |
| 1.06% | 1.15% | $1,732.6万 | 13.8万股 | $1,725.6万 | 13.7万股 | +1,459股+1.07% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.66% | 0.67% | $1,081.3万 | 6.8万股 | $1,003.7万 | 6.8万股 | -312股-0.46% | 减仓 |
| IISHARES US FINANCIAL SERVICES ETFIYG |
| 0.52% | 0.52% | $843.2万 | 9.3万股 | $779.6万 | 9.4万股 | -905股-0.96% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.36% | 0.39% | $590.1万 | 7.1万股 | $587.1万 | 7.2万股 | -576股-0.80% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.34% | 0.33% | $549.4万 | 2.9万股 | $492.7万 | 2.9万股 | -296股-1.01% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.32% | 0.32% | $529.6万 | 2.9万股 | $484.0万 | 2.9万股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.31% | 0.28% | $504.6万 | 2.7万股 | $414.4万 | 2.6万股 | +1,617股+6.31% | 加仓 |
| I景顺QQQ信托VOO |
| 0.28% | 0.24% | $463.9万 | 6,300股 | $363.6万 | 6,300股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.26% | 0.27% | $421.3万 | 1.7万股 | $405.8万 | 1.7万股 | -10股-0.06% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.24% | 0.24% | $390.7万 | 3.3万股 | $364.7万 | 3.3万股 | -154股-0.46% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.25% | $369.6万 | 7,386股 | $376.6万 | 7,858股 | -472股-6.01% | 减仓 |
 美国运通AXP |
| 0.17% | 0.16% | $274.9万 | 8,126股 | $245.8万 | 8,126股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.16% | 0.16% | $268.7万 | 3.7万股 | $246.4万 | 3.7万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.14% | 0.18% | $220.8万 | 1.6万股 | $276.8万 | 1.6万股 | -162股-0.99% | 减仓 |
 AMGEN COMAMGN |
| 0.12% | 0.13% | $194.6万 | 5,374股 | $189.1万 | 5,374股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVW |
| 0.12% | 0.1% | $188.4万 | 1.4万股 | $155.5万 | 1.4万股 | -50股-0.36% | 减仓 |
| Q高通QCOM |
| 0.11% | 0.09% | $184.1万 | 9,960股 | $128.3万 | 9,960股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.11% | 0.08% | $177.5万 | 1,480股 | $126.9万 | 1,380股 | +100股+7.25% | 加仓 |
 特斯拉TSLA |
| 0.11% | 0.1% | $173.8万 | 4,133股 | $155.5万 | 4,183股 | -50股-1.20% | 减仓 |
| SSPDR行业精选信托XLF |
| 0.11% | 0.11% | $172.0万 | 3.2万股 | $159.2万 | 3.2万股 | -180股-0.56% | 减仓 |
 沃尔玛WMT |
| 0.1% | 0.11% | $155.6万 | 1.4万股 | $168.3万 | 1.4万股 | +200股+1.48% | 加仓 |
 博通AVGO |
| 0.08% | 0.07% | $134.0万 | 3,546股 | $111.3万 | 3,596股 | -50股-1.39% | 减仓 |
