| F第一信托交易所交易基金VIGJAN |
| 3.66% | 4.37% | $1,339.6万 | 29.8万股 | $1,301.8万 | 31.1万股 | -1.3万股-4.21% | 减仓 |
 美光科技MU |
| 3.11% | 0.98% | $1,137.2万 | 9,852股 | $291.4万 | 8,626股 | +1,226股+14.21% | 加仓 |
 希捷STX |
| 2.77% | 1.69% | $1,012.5万 | 1.0万股 | $503.1万 | 1.3万股 | -2,350股-18.30% | 减仓 |
 泛林集团LRCX |
| 2.59% | 1.86% | $946.4万 | 2.2万股 | $554.2万 | 2.6万股 | -4,097股-15.80% | 减仓 |
 英伟达NVDA |
| 2.55% | 3.1% | $932.4万 | 4.7万股 | $924.9万 | 5.3万股 | -6,432股-12.13% | 减仓 |
| S道富SPYM |
| 2.27% | 2.45% | $829.7万 | 9.4万股 | $729.3万 | 9.5万股 | -871股-0.91% | 减仓 |
| SSANDISK COMSNDK |
| 2.08% | 1.17% | $759.4万 | 3,340股 | $347.2万 | 5,465股 | -2,125股-38.88% | 减仓 |
| IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN |
| 1.9% | 2.23% | $696.3万 | 14.1万股 | $663.4万 | 14.4万股 | -3,105股-2.16% | 减仓 |
 礼来LLY |
| 1.78% | 1.63% | $650.9万 | 5,427股 | $484.3万 | 5,266股 | +161股+3.06% | 加仓 |
 家得宝HD |
| 1.53% | 1.29% | $558.3万 | 1.6万股 | $385.6万 | 1.2万股 | +4,106股+35.02% | 加仓 |
 TapestryTPR |
| 1.46% | 1.95% | $532.5万 | 3.6万股 | $580.9万 | 4.1万股 | -4,789股-11.63% | 减仓 |
 强生JNJ |
| 1.42% | 1.54% | $518.6万 | 2.0万股 | $459.1万 | 1.9万股 | +1,641股+8.74% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.4% | 1.48% | $510.6万 | 2.8万股 | $442.3万 | 2.7万股 | +1,469股+5.49% | 加仓 |
 AMGEN COMAMGN |
| 1.34% | 1.48% | $490.8万 | 1.4万股 | $442.2万 | 1.3万股 | +985股+7.84% | 加仓 |
| Q高通QCOM |
| 1.31% | 1.07% | $477.6万 | 2.6万股 | $320.1万 | 2.5万股 | +990股+3.98% | 加仓 |
| SSPDR道富指数基金SPDW |
| 1.3% | 1.45% | $477.2万 | 9.5万股 | $431.9万 | 9.5万股 | +99股+0.10% | 加仓 |
 麦当劳MCD |
| 1.3% | 1.43% | $476.0万 | 1.8万股 | $426.2万 | 1.4万股 | +3,896股+28.41% | 加仓 |
 金佰利KMB |
| 1.3% | 1.07% | $475.8万 | 4.3万股 | $318.3万 | 3.3万股 | +1.0万股+31.35% | 加仓 |
| IiShares安硕信托GJS |
| 1.28% | 1.09% | $469.0万 | 20.6万股 | $324.6万 | 14.2万股 | +6.4万股+45.34% | 加仓 |
 ALTRIAMO |
| 1.24% | 1.33% | $452.9万 | 6.3万股 | $397.1万 | 6.0万股 | +2,764股+4.59% | 加仓 |
 LOWES COS COMLOW |
| 1.24% | 1.4% | $452.7万 | 2.1万股 | $416.3万 | 1.8万股 | +2,911股+16.52% | 加仓 |
 威瑞森VZ |
| 1.17% | 1.57% | $429.3万 | 10.1万股 | $466.9万 | 9.3万股 | +8,375股+9.00% | 加仓 |
 ExpediaEXPE |
| 1.12% | 0.98% | $409.2万 | 1.6万股 | $293.2万 | 1.3万股 | +3,296股+25.96% | 加仓 |
| AAPPLOVINAPP |
| 1.07% | 0.87% | $390.3万 | 7,575股 | $259.8万 | 6,527股 | +1,048股+16.06% | 加仓 |
 IRIDIUM COMMUNICATIONS IIRDM |
| 1.04% | 0.64% | $379.1万 | 6.9万股 | $190.4万 | 6.9万股 | +489股+0.71% | 加仓 |
 iShares安硕·MBSACGL |
| 1.02% | 1.18% | $374.3万 | 4.0万股 | $351.1万 | 3.7万股 | +2,621股+7.09% | 加仓 |
| SSCHWAB U.S. AGGREGATE BOND ETFSCHZ |
| 1.01% | 1.2% | $370.4万 | 16.0万股 | $357.4万 | 15.4万股 | +6,207股+4.03% | 加仓 |
 西部数据WDC |
| 1% | 0.87% | $363.9万 | 5,698股 | $258.5万 | 9,558股 | -3,860股-40.39% | 减仓 |
| IINSPIRE CORPORATE BOND ETFIBD |
| 0.99% | 1.07% | $363.0万 | 15.3万股 | $317.8万 | 13.3万股 | +2.0万股+14.66% | 加仓 |
 LumentumLITE |
| 0.98% | — | $359.8万 | 4,193股 | $0 | 0股 | +4,193股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.96% | 1.19% | $351.4万 | 9,946股 | $353.8万 | 1.2万股 | -2,386股-19.35% | 减仓 |
| IiShares安硕信托IUSB |
| 0.94% | 1.09% | $344.5万 | 7.5万股 | $325.7万 | 7.1万股 | +4,137股+5.87% | 加仓 |
| BBLOCK H & RHRB |
| 0.92% | 0.19% | $336.6万 | 8.8万股 | $56.8万 | 1.8万股 | +7.0万股+393.60% | 加仓 |
| FFRONTLINE PLC COM USD1FRO |
| 0.9% | 0.97% | $331.0万 | 9.5万股 | $289.4万 | 8.3万股 | +1.2万股+14.60% | 加仓 |
| MMARRIOTT VACATIONS WORLDWIDEVAC |
| 0.88% | 0.68% | $323.3万 | 3.2万股 | $203.5万 | 3.1万股 | +487股+1.56% | 加仓 |
| S道富SPMD |
| 0.88% | 0.96% | $322.4万 | 4.8万股 | $286.4万 | 4.8万股 | -645股-1.33% | 减仓 |
 博通AVGO |
| 0.88% | 0.89% | $321.8万 | 8,519股 | $265.8万 | 8,589股 | -70股-0.81% | 减仓 |
 Bloom EnergyBE |
| 0.87% | 0.42% | $319.8万 | 1.1万股 | $124.9万 | 9,215股 | +1,349股+14.64% | 加仓 |
| HHF SINCLAIRDINO |
| 0.84% | 0.94% | $309.0万 | 4.4万股 | $278.7万 | 4.5万股 | -315股-0.71% | 减仓 |
| GGOLD FIELDSGFI |
| 0.82% | 1.39% | $300.1万 | 8.9万股 | $413.5万 | 9.1万股 | -1,741股-1.91% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.79% | 0.38% | $288.7万 | 1.1万股 | $114.6万 | 1.2万股 | -1,594股-13.06% | 减仓 |
 Targa资源TRGP |
| 0.77% | 0.9% | $283.2万 | 1.1万股 | $269.5万 | 1.1万股 | -185股-1.72% | 减仓 |
| FFIRST BANCORPFBP |
| 0.74% | 0.73% | $270.1万 | 10.4万股 | $217.9万 | 10.2万股 | +1,566股+1.53% | 加仓 |
 BRITISH AMERN TOB SPONSORED ADRBTI |
| 0.74% | 0.85% | $270.0万 | 4.4万股 | $252.1万 | 4.3万股 | +617股+1.43% | 加仓 |
| NNORTHERN LTS FD TR IVWWJD |
| 0.73% | 0.75% | $267.0万 | 7.0万股 | $223.0万 | 6.0万股 | +1.0万股+17.43% | 加仓 |
 诺和诺德NVO |
| 0.71% | 0.1% | $261.3万 | 5.5万股 | $30.8万 | 8,386股 | +4.6万股+549.95% | 加仓 |
 OFG BANCORPOFG |
| 0.69% | 0.69% | $253.9万 | 5.2万股 | $206.1万 | 5.1万股 | +802股+1.57% | 加仓 |
| BBONDBLOXX ETF TRUSTXTEN |
| 0.68% | 0.81% | $250.5万 | 5.5万股 | $240.6万 | 5.2万股 | +2,503股+4.77% | 加仓 |
 COLUMBIA BKG SYSCOLB |
| 0.68% | 0.7% | $248.8万 | 7.8万股 | $208.6万 | 7.6万股 | +1,572股+2.07% | 加仓 |
 苹果AAPL |
| 0.65% | 0.72% | $237.6万 | 8,212股 | $213.8万 | 8,425股 | -213股-2.53% | 减仓 |
