 应用材料AMAT |
| 4.29% | 2.33% | $1,660.3万 | 2.3万股 | $810.4万 | 2.4万股 | -747股-3.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.22% | 3.89% | $1,632.9万 | 4.6万股 | $1,351.5万 | 4.7万股 | -900股-1.91% | 减仓 |
 博通AVGO |
| 4.16% | 3.91% | $1,609.3万 | 4.3万股 | $1,360.6万 | 4.4万股 | -1,358股-3.09% | 减仓 |
 英伟达NVDA |
| 3.07% | 2.95% | $1,188.8万 | 5.9万股 | $1,025.9万 | 5.9万股 | +591股+1.00% | 加仓 |
 美光科技MU |
| 2.74% | 1.12% | $1,058.3万 | 9,168股 | $388.6万 | 1.2万股 | -2,335股-20.30% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.3% | 2.1% | $890.1万 | 2.2万股 | $729.8万 | 2.3万股 | -530股-2.31% | 减仓 |
 微软MSFT |
| 2.28% | 2.48% | $882.2万 | 2.4万股 | $862.4万 | 2.3万股 | +354股+1.52% | 加仓 |
 亚马逊AMZN |
| 2.14% | 2.05% | $826.7万 | 3.5万股 | $713.5万 | 3.4万股 | +429股+1.25% | 加仓 |
 摩根大通JPM |
| 1.86% | 1.84% | $718.1万 | 2.2万股 | $640.1万 | 2.2万股 | +178股+0.82% | 加仓 |
 苹果AAPL |
| 1.8% | 1.55% | $695.3万 | 2.4万股 | $538.9万 | 2.1万股 | +2,795股+13.16% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.68% | 2.08% | $651.0万 | 9.1万股 | $722.5万 | 11.3万股 | -2.1万股-18.96% | 减仓 |
 泛林集团LRCX |
| 1.42% | 0.79% | $548.2万 | 1.3万股 | $276.5万 | 1.3万股 | -293股-2.26% | 减仓 |
 BOOKING COMBKNG |
| 1.36% | 1.39% | $528.0万 | 3.0万股 | $485.0万 | 1,152股 | +2.8万股+2,471.35% | 加仓 |
 万事达MA |
| 1.34% | 1.39% | $517.4万 | 1.0万股 | $484.5万 | 9,696股 | +378股+3.90% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.33% | 1.39% | $516.0万 | 1.0万股 | $483.4万 | 1.0万股 | +223股+2.21% | 加仓 |
 VisaV |
| 1.33% | 1.26% | $513.0万 | 1.5万股 | $437.0万 | 1.4万股 | +494股+3.42% | 加仓 |
 Meta平台META |
| 1.28% | 1.42% | $496.0万 | 8,805股 | $493.8万 | 8,631股 | +174股+2.02% | 加仓 |
| I景顺QQQ信托VOO |
| 1.25% | 1.02% | $485.1万 | 6,587股 | $356.4万 | 6,174股 | +413股+6.69% | 加仓 |
| V先锋领航指数基金VOO |
| 1.25% | 2.23% | $483.2万 | 7,035股 | $776.6万 | 1.3万股 | -5,962股-45.87% | 减仓 |
 卡特彼勒CAT |
| 1.25% | 1.12% | $482.5万 | 4,531股 | $390.8万 | 5,516股 | -985股-17.86% | 减仓 |
 TJXTJX |
| 1.21% | 1.39% | $468.1万 | 3.1万股 | $483.1万 | 3.0万股 | +643股+2.13% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.15% | 1.11% | $443.5万 | 5,939股 | $384.5万 | 5,912股 | +27股+0.46% | 加仓 |
 家得宝HD |
| 1.1% | 1.12% | $426.2万 | 1.2万股 | $390.6万 | 1.2万股 | +208股+1.75% | 加仓 |
 雷神技术RTX |
| 1.07% | 1.02% | $414.5万 | 2.2万股 | $353.6万 | 1.8万股 | +3,517股+19.19% | 加仓 |
| V先锋领航·SMALLVBR |
| 1.03% | 1.24% | $398.3万 | 1.6万股 | $431.9万 | 2.0万股 | -3,488股-17.55% | 减仓 |
 宝洁PG |
| 1.01% | 0.98% | $390.4万 | 2.7万股 | $342.0万 | 2.4万股 | +2,947股+12.45% | 加仓 |
 摩根士丹利MS |
| 1% | 0.84% | $387.0万 | 1.9万股 | $293.2万 | 1.8万股 | +692股+3.88% | 加仓 |
 雪佛龙CVX |
| 0.99% | 1.35% | $381.9万 | 2.3万股 | $470.0万 | 2.3万股 | +327股+1.44% | 加仓 |
| IiShares安硕·COREIJH |
| 0.97% | 1.08% | $375.6万 | 4.9万股 | $376.6万 | 5.6万股 | -7,060股-12.66% | 减仓 |
 CencoraCOR |
| 0.94% | 1.06% | $365.6万 | 1.3万股 | $368.0万 | 1.2万股 | +1,206股+10.29% | 加仓 |
 自由港麦克莫兰FCX |
| 0.94% | 0.96% | $364.0万 | 5.8万股 | $333.3万 | 5.7万股 | +1,171股+2.07% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.93% | 1.17% | $358.8万 | 6.8万股 | $407.6万 | 6.7万股 | +1,024股+1.54% | 加仓 |
| IiShares安硕·COREIJR |
| 0.91% | 0.72% | $351.5万 | 2.4万股 | $251.4万 | 2.0万股 | +3,477股+17.19% | 加仓 |
| V先锋领航国际股票指数基金VGK |
| 0.91% | 0.94% | $350.7万 | 4.0万股 | $325.6万 | 3.9万股 | +107股+0.27% | 加仓 |
 阿斯麦ASML |
| 0.89% | 0.65% | $343.0万 | 1,724股 | $227.7万 | 1,724股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.83% | 0.68% | $320.5万 | 2.7万股 | $237.6万 | 3,405股 | +2.3万股+687.55% | 加仓 |
 PALO ALTOPANW |
| 0.79% | 0.4% | $307.3万 | 9,011股 | $140.3万 | 8,749股 | +262股+2.99% | 加仓 |
 可口可乐KO |
| 0.76% | 0.73% | $293.2万 | 3.6万股 | $254.2万 | 3.3万股 | +2,654股+7.94% | 加仓 |
 UNITED RENTALSURI |
| 0.75% | 0.52% | $288.9万 | 2,550股 | $180.8万 | 2,481股 | +69股+2.78% | 加仓 |
| IiShares安硕·U.S. HEALTHCARE ETFIYH |
| 0.73% | 0.74% | $284.4万 | 4.2万股 | $257.8万 | 4.2万股 | +617股+1.48% | 加仓 |
 EntergyETR |
| 0.73% | 0.85% | $283.9万 | 2.5万股 | $295.8万 | 2.6万股 | -1,605股-6.10% | 减仓 |
| SSSR MINING INSSRM |
| 0.72% | 0.81% | $276.7万 | 6.9万股 | $281.9万 | 6.9万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.71% | 0.91% | $276.5万 | 3.9万股 | $315.7万 | 3.3万股 | +5,896股+17.96% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.71% | 0.43% | $275.5万 | 4,300股 | $147.9万 | 4,500股 | -200股-4.44% | 减仓 |
| IiShares安硕EWJ |
| 0.71% | 0.7% | $273.0万 | 2.9万股 | $243.1万 | 2.9万股 | +485股+1.68% | 加仓 |
 礼来LLY |
| 0.69% | 0.57% | $265.7万 | 2,215股 | $198.8万 | 2,161股 | +54股+2.50% | 加仓 |
 马拉松石油MPC |
| 0.67% | 0.74% | $259.3万 | 1.0万股 | $256.2万 | 1.0万股 | -352股-3.35% | 减仓 |
| N新纪元能源NEE |
| 0.66% | 0.76% | $255.2万 | 2.9万股 | $264.6万 | 2.8万股 | +593股+2.08% | 加仓 |
 台积电TSM |
| 0.66% | 0.51% | $255.2万 | 5,343股 | $178.1万 | 5,270股 | +73股+1.39% | 加仓 |
 通用动力GD |
| 0.66% | 0.66% | $253.6万 | 7,158股 | $229.9万 | 6,698股 | +460股+6.87% | 加仓 |
