 苹果AAPL |
| 8.71% | 5.33% | $1,424.3万 | 5.4万股 | $750.3万 | 2.8万股 | +2.6万股+95.76% | 加仓 |
 英伟达NVDA |
| 7.27% | 5.67% | $1,187.8万 | 6.6万股 | $797.2万 | 4.3万股 | +2.3万股+53.46% | 加仓 |
 微软MSFT |
| 4.54% | 4.99% | $742.0万 | 2.0万股 | $701.4万 | 1.5万股 | +5,153股+35.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.71% | 1.75% | $606.7万 | 1.8万股 | $245.6万 | 7,828股 | +1.0万股+130.28% | 加仓 |
| I景顺QQQ信托VOO |
| 3.65% | 3.73% | $597.0万 | 8,895股 | $525.3万 | 8,475股 | +420股+4.96% | 加仓 |
| IiShares安硕信托IVV |
| 3.36% | 3.31% | $549.4万 | 7,626股 | $466.0万 | 6,742股 | +884股+13.11% | 加仓 |
 亚马逊AMZN |
| 3.17% | 2.02% | $517.6万 | 2.2万股 | $284.7万 | 1.2万股 | +9,959股+80.74% | 加仓 |
 Meta平台META |
| 2.21% | 2.99% | $360.9万 | 6,289股 | $421.2万 | 6,381股 | -92股-1.44% | 减仓 |
 好市多COST |
| 1.96% | 1.46% | $320.6万 | 3,217股 | $205.6万 | 2,384股 | +833股+34.94% | 加仓 |
 谷歌AGOOGL |
| 1.89% | 2.11% | $309.8万 | 1.1万股 | $296.3万 | 9,465股 | +1,084股+11.45% | 加仓 |
 泛林集团LRCX |
| 1.64% | 1.74% | $268.0万 | 1.3万股 | $244.8万 | 1.4万股 | -1,761股-12.31% | 减仓 |
 科磊KLAC |
| 1.6% | 1.47% | $260.8万 | 1,771股 | $206.9万 | 1,703股 | +68股+3.99% | 加仓 |
| SSSGA ACTIVE TRPRIV |
| 1.56% | 1.88% | $255.8万 | 10.2万股 | $264.9万 | 10.4万股 | -2,008股-1.93% | 减仓 |
 LoewsL |
| 1.53% | 1.32% | $250.4万 | 2.3万股 | $185.0万 | 1.8万股 | +5,890股+33.52% | 加仓 |
 应用材料AMAT |
| 1.45% | 0.19% | $236.4万 | 6,195股 | $27.3万 | 1,061股 | +5,134股+483.88% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.44% | 0.05% | $235.9万 | 1.1万股 | $6.8万 | 541股 | +1.1万股+2,006.47% | 加仓 |
 安费诺APH |
| 1.44% | 1.4% | $235.7万 | 1.9万股 | $196.8万 | 1.5万股 | +4,055股+27.85% | 加仓 |
 NORDSONNDSN |
| 1.34% | 1.04% | $218.6万 | 8,215股 | $146.0万 | 6,073股 | +2,142股+35.27% | 加仓 |
| C花旗集团C |
| 1.28% | 0.2% | $209.4万 | 1.7万股 | $28.0万 | 2,398股 | +1.5万股+607.05% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.25% | 0.84% | $204.4万 | 2,850股 | $117.9万 | 1,713股 | +1,137股+66.37% | 加仓 |
 赛莱默XYL |
| 1.19% | 1.14% | $195.0万 | 1.6万股 | $160.5万 | 1.2万股 | +4,534股+38.47% | 加仓 |
| V先锋领航指数基金VOO |
| 1.19% | 0.01% | $194.7万 | 2,953股 | $1.3万 | 21股 | +2,932股+13,961.90% | 加仓 |
 博通AVGO |
| 1.13% | 1.36% | $185.5万 | 5,982股 | $190.9万 | 5,515股 | +467股+8.47% | 加仓 |
| IiShares安硕信托LQD |
| 1.09% | 1.04% | $178.6万 | 1.7万股 | $146.4万 | 1.3万股 | +3,250股+24.48% | 加仓 |
 艾利丹尼森AVY |
| 1.06% | 0.74% | $172.9万 | 1.0万股 | $104.5万 | 5,744股 | +4,267股+74.29% | 加仓 |
| SSSGA ACTIVE TRALLW |
| 1.02% | 1.01% | $166.3万 | 5.6万股 | $141.8万 | 5.1万股 | +5,028股+9.87% | 加仓 |
 美光科技MU |
| 0.99% | 0.27% | $161.2万 | 3,380股 | $38.2万 | 1,338股 | +2,042股+152.62% | 加仓 |
 AMD超威AMD |
| 0.98% | 1.18% | $160.2万 | 7,789股 | $166.3万 | 7,763股 | +26股+0.33% | 加仓 |
 迪士尼DIS |
| 0.92% | 1.42% | $150.2万 | 1.6万股 | $199.8万 | 1.8万股 | -2,020股-11.50% | 减仓 |
| IiShares安硕信托IEFA |
| 0.9% | 1.02% | $147.3万 | 1.6万股 | $144.1万 | 1.6万股 | -166股-1.05% | 减仓 |
 特斯拉TSLA |
| 0.88% | 1.04% | $143.8万 | 3,857股 | $145.8万 | 3,242股 | +615股+18.97% | 加仓 |
| F第一信托交易所交易基金VIFOCT |
| 0.87% | 0.97% | $141.7万 | 2.8万股 | $137.0万 | 2.8万股 | 00.00% | 持仓不变 |
| EETF系列解决方案QTUM |
| 0.84% | — | $137.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 ADPADP |
| 0.84% | 1.12% | $137.1万 | 6,739股 | $157.6万 | 6,128股 | +611股+9.97% | 加仓 |
 礼来LLY |
| 0.83% | 0.79% | $136.4万 | 1,476股 | $111.2万 | 1,035股 | +441股+42.61% | 加仓 |
 史赛克SYK |
| 0.83% | 0.96% | $135.1万 | 4,117股 | $134.9万 | 3,839股 | +278股+7.24% | 加仓 |
 DANAHER DEL COMDHR |
| 0.78% | 0.99% | $127.0万 | 6,717股 | $138.6万 | 6,055股 | +662股+10.93% | 加仓 |
 摩根大通JPM |
| 0.78% | 0.75% | $126.9万 | 4,285股 | $105.9万 | 3,287股 | +998股+30.36% | 加仓 |
 Everest再保险EG |
| 0.77% | 0.86% | $126.3万 | 3,865股 | $120.8万 | 3,561股 | +304股+8.54% | 加仓 |
| KKimco地产KIM |
| 0.74% | 0.84% | $121.6万 | 5.4万股 | $118.4万 | 5.8万股 | -4,288股-7.34% | 减仓 |
 NETFLIXNFLX |
| 0.74% | 0.8% | $120.5万 | 1.3万股 | $113.0万 | 1.2万股 | +483股+4.01% | 加仓 |
 Arista网络ANET |
| 0.71% | 0.91% | $116.0万 | 9,448股 | $128.6万 | 9,812股 | -364股-3.71% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.67% | 0.48% | $110.0万 | 1.2万股 | $67.4万 | 6,759股 | +5,684股+84.10% | 加仓 |
| O宏盟集团OMC |
| 0.67% | 0.47% | $109.3万 | 1.4万股 | $66.6万 | 8,243股 | +6,186股+75.05% | 加仓 |
| IIBMIBM |
| 0.66% | 0.97% | $108.3万 | 4,473股 | $137.1万 | 4,629股 | -156股-3.37% | 减仓 |
 ROSS STORES COMROST |
| 0.66% | 0.78% | $107.3万 | 4,952股 | $109.5万 | 6,078股 | -1,126股-18.53% | 减仓 |
| Q高通QCOM |
| 0.65% | 0.2% | $105.6万 | 6,651股 | $27.5万 | 1,607股 | +5,044股+313.88% | 加仓 |
 赛富时CRM |
| 0.63% | 0.99% | $102.9万 | 5,514股 | $139.0万 | 5,246股 | +268股+5.11% | 加仓 |
 强生JNJ |
| 0.59% | 0.56% | $96.2万 | 3,936股 | $78.1万 | 3,775股 | +161股+4.26% | 加仓 |
 穆迪MCO |
| 0.57% | 1.25% | $93.6万 | 2,145股 | $175.6万 | 3,438股 | -1,293股-37.61% | 减仓 |
