 苹果AAPL |
| 6.41% | 6.24% | $1.87亿 | 68.9万股 | $1.79亿 | 70.3万股 | -1.4万股-2.05% | 减仓 |
 英伟达NVDA |
| 6.04% | 6.06% | $1.76亿 | 94.6万股 | $1.74亿 | 93.2万股 | +1.4万股+1.53% | 加仓 |
 微软MSFT |
| 5.04% | 5.27% | $1.47亿 | 30.4万股 | $1.51亿 | 29.2万股 | +1.2万股+4.27% | 加仓 |
 亚马逊AMZN |
| 4.84% | 4.44% | $1.41亿 | 61.3万股 | $1.27亿 | 58.0万股 | +3.2万股+5.57% | 加仓 |
 谷歌AGOOGL |
| 4.76% | 4.01% | $1.39亿 | 44.5万股 | $1.15亿 | 47.3万股 | -2.9万股-6.09% | 减仓 |
 台积电TSM |
| 3.88% | 3.82% | $1.13亿 | 37.3万股 | $1.10亿 | 39.2万股 | -1.9万股-4.96% | 减仓 |
 QUANTA SVCSPWR |
| 3.84% | 3.8% | $1.12亿 | 26.6万股 | $1.09亿 | 26.3万股 | +2,392股+0.91% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.6% | 3.28% | $1.05亿 | 20.9万股 | $9,407.4万 | 18.7万股 | +2.2万股+11.89% | 加仓 |
 PALO ALTOPANW |
| 3.4% | 3.94% | $9,929.0万 | 53.9万股 | $1.13亿 | 55.5万股 | -1.6万股-2.80% | 减仓 |
 博通AVGO |
| 3.22% | 3.86% | $9,399.3万 | 27.2万股 | $1.11亿 | 33.5万股 | -6.4万股-19.05% | 减仓 |
 摩根大通JPM |
| 3.17% | 3.64% | $9,256.1万 | 28.7万股 | $1.05亿 | 33.1万股 | -4.4万股-13.34% | 减仓 |
 高盛GS |
| 3.08% | 2.75% | $8,991.1万 | 10.2万股 | $7,879.6万 | 9.9万股 | +3,342股+3.38% | 加仓 |
 Meta平台META |
| 2.76% | 3.14% | $8,068.7万 | 12.2万股 | $9,012.4万 | 12.3万股 | -486股-0.40% | 减仓 |
 美国电力AEP |
| 2.54% | 2.61% | $7,430.6万 | 64.4万股 | $7,488.0万 | 66.6万股 | -2.1万股-3.19% | 减仓 |
| N新纪元能源NEE |
| 2.47% | 2.31% | $7,216.4万 | 89.9万股 | $6,637.8万 | 87.9万股 | +2.0万股+2.23% | 加仓 |
 卡特彼勒CAT |
| 2.46% | 2.67% | $7,174.5万 | 12.5万股 | $7,670.9万 | 16.1万股 | -3.6万股-22.10% | 减仓 |
 直觉外科ISRG |
| 1.99% | 1.44% | $5,821.1万 | 10.3万股 | $4,141.3万 | 9.3万股 | +1.0万股+10.99% | 加仓 |
 联合健康UNH |
| 1.46% | 1.5% | $4,268.4万 | 12.9万股 | $4,305.3万 | 12.5万股 | +4,620股+3.71% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.44% | 0.47% | $4,213.0万 | 26.0万股 | $1,344.3万 | 8.0万股 | +18.0万股+226.03% | 加仓 |
 AMD超威AMD |
| 1.11% | 1.17% | $3,240.4万 | 15.1万股 | $3,346.6万 | 20.7万股 | -5.6万股-26.85% | 减仓 |
 洛克希德马丁LMT |
| 1.03% | 1.05% | $2,996.1万 | 6.2万股 | $3,025.2万 | 6.1万股 | +1,344股+2.22% | 加仓 |
 礼来LLY |
| 1.01% | 0.41% | $2,944.8万 | 2.7万股 | $1,185.9万 | 1.6万股 | +1.2万股+76.30% | 加仓 |
 思科CSCO |
| 0.96% | 0.88% | $2,792.0万 | 36.2万股 | $2,523.3万 | 36.9万股 | -6,344股-1.72% | 减仓 |
 阿斯麦ASML |
| 0.95% | 1.01% | $2,775.6万 | 2.6万股 | $2,906.5万 | 3.0万股 | -4,080股-13.59% | 减仓 |
 雪佛龙CVX |
| 0.94% | 0.86% | $2,734.9万 | 17.9万股 | $2,457.6万 | 15.8万股 | +2.1万股+13.39% | 加仓 |
 好市多COST |
| 0.92% | 1.03% | $2,700.5万 | 3.1万股 | $2,957.0万 | 3.2万股 | -630股-1.97% | 减仓 |
 威瑞森VZ |
| 0.91% | 1.03% | $2,644.9万 | 64.9万股 | $2,951.0万 | 67.1万股 | -2.2万股-3.29% | 减仓 |
 伊顿ETN |
| 0.87% | 1.06% | $2,551.1万 | 8.0万股 | $3,037.9万 | 8.1万股 | -1,078股-1.33% | 减仓 |
| IiShares安硕信托LQD |
| 0.85% | 0.85% | $2,488.8万 | 22.6万股 | $2,432.2万 | 21.8万股 | +7,676股+3.52% | 加仓 |
 芝加哥商品交易所CME |
| 0.85% | 0.86% | $2,474.3万 | 9.1万股 | $2,476.8万 | 9.2万股 | -1,061股-1.16% | 减仓 |
 NETFLIXNFLX |
| 0.82% | 1.1% | $2,406.1万 | 25.7万股 | $3,159.3万 | 2.6万股 | +23.0万股+873.88% | 加仓 |
 VisaV |
| 0.8% | 0.84% | $2,347.4万 | 6.7万股 | $2,401.0万 | 7.0万股 | -3,401股-4.84% | 减仓 |
 CrowdStrikeCRWD |
| 0.79% | 0.78% | $2,316.8万 | 4.9万股 | $2,223.9万 | 4.5万股 | +4,073股+8.98% | 加仓 |
 麦当劳MCD |
| 0.79% | 0.81% | $2,300.9万 | 7.5万股 | $2,317.2万 | 7.6万股 | -970股-1.27% | 减仓 |
 甲骨文ORCL |
| 0.77% | 0.44% | $2,236.4万 | 11.5万股 | $1,260.6万 | 4.5万股 | +7.0万股+155.98% | 加仓 |
| PPimco Active Bond ETFBOND |
| 0.76% | 0.76% | $2,229.0万 | 23.9万股 | $2,170.9万 | 23.3万股 | +6,918股+2.97% | 加仓 |
 强生JNJ |
| 0.74% | 0.69% | $2,149.0万 | 10.4万股 | $1,988.9万 | 10.7万股 | -3,420股-3.19% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.71% | 0.64% | $2,088.6万 | 27.7万股 | $1,829.8万 | 24.9万股 | +2.8万股+11.15% | 加仓 |
 可口可乐KO |
| 0.7% | 0.68% | $2,038.3万 | 29.2万股 | $1,942.9万 | 29.3万股 | -1,390股-0.47% | 减仓 |
 特斯拉TSLA |
| 0.68% | 0.63% | $1,999.7万 | 4.4万股 | $1,801.2万 | 4.1万股 | +3,963股+9.78% | 加仓 |
 帕兰提尔PLTR |
| 0.64% | 0.65% | $1,865.3万 | 10.5万股 | $1,872.3万 | 10.3万股 | +2,302股+2.24% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.64% | 0.64% | $1,861.1万 | 22.2万股 | $1,832.1万 | 21.8万股 | +4,405股+2.02% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.54% | — | $1,586.6万 | 24.3万股 | $0 | 0股 | +24.3万股 | 新买入 |
 Vulcan材料VMC |
| 0.53% | 0.55% | $1,557.0万 | 5.5万股 | $1,581.2万 | 5.1万股 | +3,188股+6.20% | 加仓 |
 家得宝HD |
| 0.52% | 0.62% | $1,526.6万 | 4.4万股 | $1,783.8万 | 4.4万股 | +341股+0.77% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.52% | 0.62% | $1,523.4万 | 9.8万股 | $1,777.7万 | 10.3万股 | -4,362股-4.24% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.41% | $1,501.2万 | 4.8万股 | $1,173.5万 | 4.8万股 | -345股-0.72% | 减仓 |
 德州仪器TXN |
| 0.5% | 0.55% | $1,463.3万 | 8.4万股 | $1,590.1万 | 8.7万股 | -2,199股-2.54% | 减仓 |
 埃森哲ACN |
| 0.49% | — | $1,444.2万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| I景顺QQQ信托VOO |
| 0.45% | 0.47% | $1,302.1万 | 2.1万股 | $1,334.5万 | 2.2万股 | -1,033股-4.65% | 减仓 |
