MidFirst Bank 13F 披露与投资组合数据

分散型投资策略趋势追踪型长期持有型

申报总市值

US$12.1亿

申报季度: 2026-03-31 · 持股只数: 926

MidFirst Bank在最新一期 13F 报告中披露了 926 项持股，申报期为 2026-03-31，总持股市值约为 US$12.1亿，季度换手率为 17.6%。

浏览其他10 亿至 100 亿美元机构浏览其他以“M”开头的机构

机构性格雪花图

集中度: 6.69
持仓稳定性: 17.58
动能／逆势: 100
行业集中度: 50
多样化: 100
仓位均衡度: 61.93

近期动向

减仓 MSFT
-8.1%　-US$1563.1万
减仓 SPYM
-76.8%　-US$983.2万
加仓 IQLT
+61.0%　US$519.6万
减仓 XLV
-97.6%　-US$466.6万
加仓 VTEB
+33.4%　US$326.2万
加仓 SPOT
+8819.5%　US$351.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	5.88%	-0.01%	+0.84%
2	NVDA	Nvidia CORP	股票-科技	5.07%	-0.22%	-9.16%
3	AAPL	Apple INC	股票-科技	4.36%	-0.13%	-5.33%
4	GOOGL	Alphabet Inc-cl A	股票-通信服务	3.60%	-0.21%	-1.40%
5	MSFT	Microsoft CORP	股票-科技	3.07%	-1.13%	-8.06%
6	AMZN	Amazon.com INC	股票-周期性消费	3.02%	-0.22%	-4.11%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.17%	-0.01%	+0.18%
8	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.06%	—	+5.82%
9	META	Meta Platforms Inc-class A	股票-通信服务	1.83%	-0.05%	+3.19%
10	JPM	Jpmorgan Chase & Co	股票-金融	1.56%	-0.09%	-2.71%
11	CAT	Caterpillar INC	股票-工业	1.53%	+0.29%	-3.97%
12	AVGO	Broadcom INC	股票-科技	1.44%	-0.11%	-9.85%
13	IWF	Ishares Russell 1000 Growth	ETF-其他	1.30%	-0.12%	-1.87%
14	JNJ	Johnson & Johnson	股票-医疗保健	1.28%	+0.20%	-3.38%
15	AMD	Advanced Micro Devices	股票-科技	1.14%	—	-3.46%
16	LRCX	Lam Research CORP	股票-科技	1.11%	-0.18%	-33.52%
17	DMLP	Dorchester Minerals LP	股票-其他	1.11%	+0.23%	—
18	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.10%	+0.30%	+33.40%
19	IQLT	Ishares Msci International Q	ETF-其他	1.10%	+0.45%	+60.98%
20	ETN	Eaton Corporation plc	股票-工业	1.09%	+0.15%	-1.20%
21	GS	Goldman Sachs Group INC	股票-金融	1.08%	—	-8.26%
22	TSM	Taiwan Semiconductor-sp Adr	股票-科技	1.05%	—	-7.46%
23	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.03%	—	+4.93%
24	OKE	Oneok INC	股票-能源	0.95%	+0.19%	-2.33%
25	HON	Honeywell International INC	股票-工业	0.94%	+0.19%	+3.93%
26	SUB	Ishares Short-term National	ETF-其他	0.91%	+0.29%	+41.65%
27	COST	Costco Wholesale CORP	股票-非周期性消费	0.88%	+0.16%	+2.59%
28	V	Visa Inc-class A Shares	股票-金融	0.88%	-0.08%	+1.30%
29	SGOV	Ishares 0-3 Month Treasury B	ETF-政府公债	0.86%	+0.13%	+13.93%
30	SCHW	Schwab (charles) CORP	股票-金融	0.82%	—	-2.97%
31	LLY	Eli Lilly & Co	股票-医疗保健	0.81%	—	+4.97%
32	WMT	Walmart INC	股票-非周期性消费	0.80%	—	-10.89%
33	AMGN	Amgen INC	股票-医疗保健	0.79%	—	+1.01%
34	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.78%	—	-2.83%
35	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.76%	—	-3.00%
36	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.74%	—	-1.38%
37	CVX	Chevron CORP	股票-能源	0.73%	+0.21%	-0.24%
38	ABBV	Abbvie INC	股票-医疗保健	0.72%	—	-6.01%
39	XLK	Ss Technology Select Sector	ETF-科技型	0.72%	-0.06%	-4.19%
40	IVOV	Vanguard S&p Mid-cap 400 Val	ETF-其他	0.71%	+0.14%	+19.50%
41	HD	Home Depot INC	股票-周期性消费	0.70%	—	+9.57%
42	WMB	Williams Cos INC	股票-能源	0.70%	+0.15%	+0.01%
43	WM	Waste Management INC	股票-工业	0.69%	—	+2.74%
44	PHM	Pultegroup INC	股票-周期性消费	0.68%	—	+0.21%
45	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.66%	—	-1.00%
46	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.62%	—	+2.77%
47	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	0.58%	—	-3.27%
48	PSX	Phillips 66	股票-能源	0.57%	+0.18%	-1.09%
49	BLK	Blackrock INC	股票-金融	0.56%	—	-0.55%
50	IWD	Ishares Russell 1000 Value E	ETF-其他	0.56%	—	-2.62%

1–50 of 926

投资组合表现

Q3 2026表现

+4.1%

近4个季度表现

+11.5%

基于可用的5个月历史数据

基于可获取价格的持仓（占申报价值的73%）计算

标准差: +21.8%
贝塔系数: +1.03
阿尔法: +5.2%
最大回撤: -0.4%
年化表现: +29.9%
对标普胜率: +80%
索提诺比率: +4.11
斯图泽指数: —
特雷诺比率: +0.27
斯特林比率: —
卡玛比率: +72.7
信息比率: +2.08
跟踪误差: +2.9%
下行标准差: +6.9%
正收益月份占比: +40%
负收益月份占比: +60%
最佳12个月: —
最差12个月: —
效率比率: +0.54
夏普比率: +1.3
行业分散度: +8.3%
偏度: +0.66
峰度: -0.78
上行潜力: +5.8

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	926	US$12.1亿	18	1IVV 2NVDA 3AAPL 主要持股2026-03-31 1.IVV 2.NVDA 3.AAPL 4.GOOGL 5.MSFT 6.AMZN 7.SPY 8.QQQ 9.META 10.JPM
2025-12-31	789	US$12.6亿	0	1IVV 2NVDA 3AAPL 主要持股2025-12-31 1.IVV 2.NVDA 3.AAPL 4.MSFT 5.GOOGL 6.AMZN 7.SPY 8.QQQ 9.META 10.JPM

本季持股变动

MidFirst Bank 在 2026-03-31 最显著的持仓异动：清仓: Exact Sciences CORP (EXK); 清仓: Ss Consumer Disc Select Sect (XLY); 清仓: Rtx CORP (RTX 1.9 09-01-31); 减仓: Microsoft CORP (MSFT) — 股数 -8.06%; 减仓: Ste Str Spdr Pt S&p 500 ETF (SPYM) — 股数 -76.79%.

MidFirst Bank 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IQLT	Ishares Msci International Q	+0.5%	+60.98%	加仓
2	VTEB	Vanguard Tax-exempt Bond ETF	+0.3%	+33.40%	加仓
3	SPOT	Spotify Technology S.A.	+0.3%	+8819.51%	加仓
4	SUB	Ishares Short-term National	+0.3%	+41.65%	加仓
5	CAT	Caterpillar INC	+0.3%	-3.97%	减仓
6	DMLP	Dorchester Minerals LP	+0.2%	—	不变
7	CVX	Chevron CORP	+0.2%	-0.24%	减仓
8	EOG	Eog Resources INC	+0.2%	+21.60%	加仓
9	JNJ	Johnson & Johnson	+0.2%	-3.38%	减仓
10	PNC	Pnc Financial Services Group	+0.2%	+1260.82%	加仓
11	OKE	Oneok INC	+0.2%	-2.33%	减仓
12	HON	Honeywell International INC	+0.2%	+3.93%	加仓
13	IVOG	Vanguard S&p Mid-cap 400 Gro	+0.2%	+112.22%	加仓
14	PSX	Phillips 66	+0.2%	-1.09%	减仓
15	ELV	Elevance Health INC	+0.2%	+84.55%	加仓
16	COST	Costco Wholesale CORP	+0.2%	+2.59%	加仓
17	SBUX	Starbucks CORP	+0.2%	+35.84%	加仓
18	WMB	Williams Cos INC	+0.2%	+0.01%	加仓
19	ETN	Eaton Corporation plc	+0.2%	-1.20%	减仓
20	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+73.46%	加仓
21	XOM	Exxon Mobil CORP	+0.1%	-2.24%	减仓
22	IVOV	Vanguard S&p Mid-cap 400 Val	+0.1%	+19.50%	加仓
23	ZTS	Zoetis INC	+0.1%	+261.01%	加仓
24	PM	Philip Morris International	+0.1%	+147.40%	加仓
25	SGOV	Ishares 0-3 Month Treasury B	+0.1%	+13.93%	加仓
26	IVV	Ishares Core S&p 500 ETF	0%	+0.84%	加仓
27	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+0.18%	加仓
28	META	Meta Platforms Inc-class A	-0.1%	+3.19%	加仓
29	XLK	Ss Technology Select Sector	-0.1%	-4.19%	减仓
30	V	Visa Inc-class A Shares	-0.1%	+1.30%	加仓
31	CRWD	Crowdstrike Holdings INC - A	-0.1%	-3.33%	减仓
32	IWM	Ishares Russell 2000 ETF	-0.1%	-36.15%	减仓
33	JPM	Jpmorgan Chase & Co	-0.1%	-2.71%	减仓
34	AVGO	Broadcom INC	-0.1%	-9.85%	减仓
35	IWF	Ishares Russell 1000 Growth	-0.1%	-1.87%	减仓
36	TJX	Tjx Companies INC	-0.1%	-43.52%	减仓
37	AAPL	Apple INC	-0.1%	-5.33%	减仓
38	PYPL	Paypal Holdings INC	-0.1%	-98.35%	减仓
39	CRM	Salesforce INC	-0.1%	+0.22%	加仓
40	AMP	Ameriprise Financial INC	-0.1%	-78.62%	减仓
41	LRCX	Lam Research CORP	-0.2%	-33.52%	减仓
42	GOOGL	Alphabet Inc-cl A	-0.2%	-1.40%	减仓
43	NVDA	Nvidia CORP	-0.2%	-9.16%	减仓
44	AMZN	Amazon.com INC	-0.2%	-4.11%	减仓
45	XLV	Ss Health Care Select Sector	-0.4%	-97.64%	减仓
46	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.8%	-76.79%	减仓
47	MSFT	Microsoft CORP	-1.1%	-8.06%	减仓
48	EXK	Exact Sciences CORP	—	EXIT	清仓
49	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
50	RTX 1.9 09-01-31	Rtx CORP	—	EXIT	清仓

FAQ

MidFirst Bank 是什么机构？属于哪种投资人类型？

MidFirst Bank 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$12.1亿，分布在 926 个已申报仓位之中。

MidFirst Bank 目前前几大持股有哪些？

根据最新 13F 申报，MidFirst Bank 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$7108.9万 (5.9%) 2. Nvidia CORP (NVDA) — US$6127.7万 (5.1%) 3. Apple INC (AAPL) — US$5266.9万 (4.4%) 4. Alphabet Inc-cl A (GOOGL) — US$4349.5万 (3.6%) 5. Microsoft CORP (MSFT) — US$3713.0万 (3.1%)

MidFirst Bank 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，MidFirst Bank 共进行了 49 项显著调整：新建仓 0 个仓位、加仓 22 个既有持股、减仓 24 个仓位，并完全清仓 3 个持股。其中幅度最大的异动：清仓: Exact Sciences CORP (EXK); 清仓: Ss Consumer Disc Select Sect (XLY); 清仓: Rtx CORP (RTX 1.9 09-01-31); 减仓: Microsoft CORP (MSFT) — 股数 -8.06%; 减仓: Ste Str Spdr Pt S&p 500 ETF (SPYM) — 股数 -76.79%

MidFirst Bank 主要集中投资哪些行业板块？

根据目前已申报的股票投资组合，MidFirst Bank 的主要板块分布如下： • Information Technology: 32.3% • Financials: 13.0% • Communication Services: 10.8% • Consumer Discretionary: 10.1% • Industrials: 9.2% • Health Care: 8.7%

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MidFirst Bank 13F 披露与投资组合数据

分散型投资策略趋势追踪型长期持有型

申报总市值

US$12.1亿

申报季度: 2026-03-31 · 持股只数: 926

MidFirst Bank在最新一期 13F 报告中披露了 926 项持股，申报期为 2026-03-31，总持股市值约为 US$12.1亿，季度换手率为 17.6%。

浏览其他10 亿至 100 亿美元机构浏览其他以“M”开头的机构

机构性格雪花图

集中度: 6.69
持仓稳定性: 17.58
动能／逆势: 100
行业集中度: 50
多样化: 100
仓位均衡度: 61.93

近期动向

减仓 MSFT
-8.1%　-US$1563.1万
减仓 SPYM
-76.8%　-US$983.2万
加仓 IQLT
+61.0%　US$519.6万
减仓 XLV
-97.6%　-US$466.6万
加仓 VTEB
+33.4%　US$326.2万
加仓 SPOT
+8819.5%　US$351.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	5.88%	-0.01%	+0.84%
2	NVDA	Nvidia CORP	股票-科技	5.07%	-0.22%	-9.16%
3	AAPL	Apple INC	股票-科技	4.36%	-0.13%	-5.33%
4	GOOGL	Alphabet Inc-cl A	股票-通信服务	3.60%	-0.21%	-1.40%
5	MSFT	Microsoft CORP	股票-科技	3.07%	-1.13%	-8.06%
6	AMZN	Amazon.com INC	股票-周期性消费	3.02%	-0.22%	-4.11%
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	2.17%	-0.01%	+0.18%
8	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	2.06%	—	+5.82%
9	META	Meta Platforms Inc-class A	股票-通信服务	1.83%	-0.05%	+3.19%
10	JPM	Jpmorgan Chase & Co	股票-金融	1.56%	-0.09%	-2.71%
11	CAT	Caterpillar INC	股票-工业	1.53%	+0.29%	-3.97%
12	AVGO	Broadcom INC	股票-科技	1.44%	-0.11%	-9.85%
13	IWF	Ishares Russell 1000 Growth	ETF-其他	1.30%	-0.12%	-1.87%
14	JNJ	Johnson & Johnson	股票-医疗保健	1.28%	+0.20%	-3.38%
15	AMD	Advanced Micro Devices	股票-科技	1.14%	—	-3.46%
16	LRCX	Lam Research CORP	股票-科技	1.11%	-0.18%	-33.52%
17	DMLP	Dorchester Minerals LP	股票-其他	1.11%	+0.23%	—
18	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.10%	+0.30%	+33.40%
19	IQLT	Ishares Msci International Q	ETF-其他	1.10%	+0.45%	+60.98%
20	ETN	Eaton Corporation plc	股票-工业	1.09%	+0.15%	-1.20%
21	GS	Goldman Sachs Group INC	股票-金融	1.08%	—	-8.26%
22	TSM	Taiwan Semiconductor-sp Adr	股票-科技	1.05%	—	-7.46%
23	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.03%	—	+4.93%
24	OKE	Oneok INC	股票-能源	0.95%	+0.19%	-2.33%
25	HON	Honeywell International INC	股票-工业	0.94%	+0.19%	+3.93%
26	SUB	Ishares Short-term National	ETF-其他	0.91%	+0.29%	+41.65%
27	COST	Costco Wholesale CORP	股票-非周期性消费	0.88%	+0.16%	+2.59%
28	V	Visa Inc-class A Shares	股票-金融	0.88%	-0.08%	+1.30%
29	SGOV	Ishares 0-3 Month Treasury B	ETF-政府公债	0.86%	+0.13%	+13.93%
30	SCHW	Schwab (charles) CORP	股票-金融	0.82%	—	-2.97%
31	LLY	Eli Lilly & Co	股票-医疗保健	0.81%	—	+4.97%
32	WMT	Walmart INC	股票-非周期性消费	0.80%	—	-10.89%
33	AMGN	Amgen INC	股票-医疗保健	0.79%	—	+1.01%
34	IWP	Ishares Russell Mid-cap Grow	ETF-其他	0.78%	—	-2.83%
35	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.76%	—	-3.00%
36	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.74%	—	-1.38%
37	CVX	Chevron CORP	股票-能源	0.73%	+0.21%	-0.24%
38	ABBV	Abbvie INC	股票-医疗保健	0.72%	—	-6.01%
39	XLK	Ss Technology Select Sector	ETF-科技型	0.72%	-0.06%	-4.19%
40	IVOV	Vanguard S&p Mid-cap 400 Val	ETF-其他	0.71%	+0.14%	+19.50%
41	HD	Home Depot INC	股票-周期性消费	0.70%	—	+9.57%
42	WMB	Williams Cos INC	股票-能源	0.70%	+0.15%	+0.01%
43	WM	Waste Management INC	股票-工业	0.69%	—	+2.74%
44	PHM	Pultegroup INC	股票-周期性消费	0.68%	—	+0.21%
45	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.66%	—	-1.00%
46	IWO	Ishares Russell 2000 Growth	ETF-中小型股	0.62%	—	+2.77%
47	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	0.58%	—	-3.27%
48	PSX	Phillips 66	股票-能源	0.57%	+0.18%	-1.09%
49	BLK	Blackrock INC	股票-金融	0.56%	—	-0.55%
50	IWD	Ishares Russell 1000 Value E	ETF-其他	0.56%	—	-2.62%

1–50 of 926

投资组合表现

Q3 2026表现

+4.1%

近4个季度表现

+11.5%

基于可用的5个月历史数据

基于可获取价格的持仓（占申报价值的73%）计算

标准差: +21.8%
贝塔系数: +1.03
阿尔法: +5.2%
最大回撤: -0.4%
年化表现: +29.9%
对标普胜率: +80%
索提诺比率: +4.11
斯图泽指数: —
特雷诺比率: +0.27
斯特林比率: —
卡玛比率: +72.7
信息比率: +2.08
跟踪误差: +2.9%
下行标准差: +6.9%
正收益月份占比: +40%
负收益月份占比: +60%
最佳12个月: —
最差12个月: —
效率比率: +0.54
夏普比率: +1.3
行业分散度: +8.3%
偏度: +0.66
峰度: -0.78
上行潜力: +5.8

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	926	US$12.1亿	18	1IVV 2NVDA 3AAPL 主要持股2026-03-31 1.IVV 2.NVDA 3.AAPL 4.GOOGL 5.MSFT 6.AMZN 7.SPY 8.QQQ 9.META 10.JPM
2025-12-31	789	US$12.6亿	0	1IVV 2NVDA 3AAPL 主要持股2025-12-31 1.IVV 2.NVDA 3.AAPL 4.MSFT 5.GOOGL 6.AMZN 7.SPY 8.QQQ 9.META 10.JPM

本季持股变动

MidFirst Bank 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IQLT	Ishares Msci International Q	+0.5%	+60.98%	加仓
2	VTEB	Vanguard Tax-exempt Bond ETF	+0.3%	+33.40%	加仓
3	SPOT	Spotify Technology S.A.	+0.3%	+8819.51%	加仓
4	SUB	Ishares Short-term National	+0.3%	+41.65%	加仓
5	CAT	Caterpillar INC	+0.3%	-3.97%	减仓
6	DMLP	Dorchester Minerals LP	+0.2%	—	不变
7	CVX	Chevron CORP	+0.2%	-0.24%	减仓
8	EOG	Eog Resources INC	+0.2%	+21.60%	加仓
9	JNJ	Johnson & Johnson	+0.2%	-3.38%	减仓
10	PNC	Pnc Financial Services Group	+0.2%	+1260.82%	加仓
11	OKE	Oneok INC	+0.2%	-2.33%	减仓
12	HON	Honeywell International INC	+0.2%	+3.93%	加仓
13	IVOG	Vanguard S&p Mid-cap 400 Gro	+0.2%	+112.22%	加仓
14	PSX	Phillips 66	+0.2%	-1.09%	减仓
15	ELV	Elevance Health INC	+0.2%	+84.55%	加仓
16	COST	Costco Wholesale CORP	+0.2%	+2.59%	加仓
17	SBUX	Starbucks CORP	+0.2%	+35.84%	加仓
18	WMB	Williams Cos INC	+0.2%	+0.01%	加仓
19	ETN	Eaton Corporation plc	+0.2%	-1.20%	减仓
20	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+73.46%	加仓
21	XOM	Exxon Mobil CORP	+0.1%	-2.24%	减仓
22	IVOV	Vanguard S&p Mid-cap 400 Val	+0.1%	+19.50%	加仓
23	ZTS	Zoetis INC	+0.1%	+261.01%	加仓
24	PM	Philip Morris International	+0.1%	+147.40%	加仓
25	SGOV	Ishares 0-3 Month Treasury B	+0.1%	+13.93%	加仓
26	IVV	Ishares Core S&p 500 ETF	0%	+0.84%	加仓
27	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+0.18%	加仓
28	META	Meta Platforms Inc-class A	-0.1%	+3.19%	加仓
29	XLK	Ss Technology Select Sector	-0.1%	-4.19%	减仓
30	V	Visa Inc-class A Shares	-0.1%	+1.30%	加仓
31	CRWD	Crowdstrike Holdings INC - A	-0.1%	-3.33%	减仓
32	IWM	Ishares Russell 2000 ETF	-0.1%	-36.15%	减仓
33	JPM	Jpmorgan Chase & Co	-0.1%	-2.71%	减仓
34	AVGO	Broadcom INC	-0.1%	-9.85%	减仓
35	IWF	Ishares Russell 1000 Growth	-0.1%	-1.87%	减仓
36	TJX	Tjx Companies INC	-0.1%	-43.52%	减仓
37	AAPL	Apple INC	-0.1%	-5.33%	减仓
38	PYPL	Paypal Holdings INC	-0.1%	-98.35%	减仓
39	CRM	Salesforce INC	-0.1%	+0.22%	加仓
40	AMP	Ameriprise Financial INC	-0.1%	-78.62%	减仓
41	LRCX	Lam Research CORP	-0.2%	-33.52%	减仓
42	GOOGL	Alphabet Inc-cl A	-0.2%	-1.40%	减仓
43	NVDA	Nvidia CORP	-0.2%	-9.16%	减仓
44	AMZN	Amazon.com INC	-0.2%	-4.11%	减仓
45	XLV	Ss Health Care Select Sector	-0.4%	-97.64%	减仓
46	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.8%	-76.79%	减仓
47	MSFT	Microsoft CORP	-1.1%	-8.06%	减仓
48	EXK	Exact Sciences CORP	—	EXIT	清仓
49	XLY	Ss Consumer Disc Select Sect	—	EXIT	清仓
50	RTX 1.9 09-01-31	Rtx CORP	—	EXIT	清仓