 英伟达NVDA |
| 14.05% | 14.51% | $2,008.2万 | 10.0万股 | $1,735.0万 | 9.9万股 | +879股+0.88% | 加仓 |
 谷歌AGOOGL |
| 7.98% | 7.52% | $1,141.1万 | 3.2万股 | $898.8万 | 3.1万股 | +674股+2.16% | 加仓 |
 博通AVGO |
| 7.84% | 7.62% | $1,119.8万 | 3.0万股 | $911.8万 | 2.9万股 | +185股+0.63% | 加仓 |
 苹果AAPL |
| 7.06% | 7.36% | $1,008.4万 | 3.5万股 | $880.3万 | 3.5万股 | +161股+0.46% | 加仓 |
 亚马逊AMZN |
| 5.15% | 5.29% | $735.5万 | 3.1万股 | $633.2万 | 3.0万股 | +455股+1.50% | 加仓 |
 PALO ALTOPANW |
| 5.12% | 2.86% | $731.5万 | 2.1万股 | $341.7万 | 2.1万股 | +135股+0.63% | 加仓 |
 微软MSFT |
| 3.22% | 3.83% | $460.9万 | 1.2万股 | $457.7万 | 1.2万股 | -9股-0.07% | 减仓 |
 CrowdStrikeCRWD |
| 2.97% | 1.81% | $424.3万 | 5,560股 | $216.2万 | 5,538股 | +22股+0.40% | 加仓 |
 HCA医疗HCA |
| 2.43% | — | $346.9万 | 8,898股 | $0 | 0股 | +8,898股 | 新买入 |
| GGLOBAL SHIP LEASEGSL |
| 2.26% | 2.68% | $323.4万 | 8.6万股 | $320.2万 | 8.6万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.09% | 2.63% | $298.1万 | 5,293股 | $314.8万 | 5,502股 | -209股-3.80% | 减仓 |
 好市多COST |
| 1.91% | 2.4% | $273.1万 | 2,920股 | $286.6万 | 2,877股 | +43股+1.49% | 加仓 |
 摩根大通JPM |
| 1.85% | 1.97% | $265.1万 | 8,098股 | $235.2万 | 7,997股 | +101股+1.26% | 加仓 |
 伊顿ETN |
| 1.82% | 1.8% | $259.4万 | 6,088股 | $215.3万 | 6,020股 | +68股+1.13% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 1.53% | 1.4% | $218.5万 | 1.8万股 | $167.6万 | 1.8万股 | +27股+0.15% | 加仓 |
 MP MATERIALSMP |
| 1.41% | 1.49% | $201.8万 | 3.6万股 | $177.7万 | 3.7万股 | -807股-2.19% | 减仓 |
| SSPDR黄金信托GLD |
| 1.28% | 1.79% | $182.3万 | 4,949股 | $214.5万 | 4,986股 | -37股-0.74% | 减仓 |
 埃森哲ACN |
| 1.18% | 0.9% | $168.0万 | 1.4万股 | $107.1万 | 5,400股 | +8,100股+150.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.2% | $166.7万 | 4,717股 | $143.9万 | 5,016股 | -299股-5.96% | 减仓 |
 MEDIFAST INC COMMED |
| 1.11% | 0.32% | $159.1万 | 15.0万股 | $38.7万 | 3.8万股 | +11.2万股+294.52% | 加仓 |
| T赛默飞世尔TMO |
| 0.9% | 1.06% | $128.7万 | 2,567股 | $126.8万 | 2,579股 | -12股-0.47% | 减仓 |
 通用动力GD |
| 0.88% | 1% | $126.1万 | 3,560股 | $119.8万 | 3,490股 | +70股+2.01% | 加仓 |
 VALEVALE |
| 0.84% | 1.06% | $120.3万 | 8.0万股 | $127.3万 | 8.0万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.79% | 0.98% | $113.1万 | 7,467股 | $117.0万 | 7,328股 | +139股+1.90% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.75% | — | $106.5万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| IIMPERIAL PETROLEUM NEW |
| 0.72% | 0.25% | $102.6万 | 22.3万股 | $30.4万 | 7.1万股 | +15.2万股+213.55% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.69% | 0.82% | $98.8万 | 1.1万股 | $97.7万 | 1.1万股 | +150股+1.42% | 加仓 |
| MMATADOR RESMTDR |
| 0.69% | 1.06% | $98.7万 | 2.0万股 | $126.4万 | 2.0万股 | -166股-0.83% | 减仓 |
 KRAFT HEINZ COMKHC |
| 0.68% | — | $96.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 霍尼韦尔HON |
| 0.66% | 1.62% | $94.4万 | 4,218股 | $193.9万 | 8,577股 | -4,359股-50.82% | 减仓 |
 礼来LLY |
| 0.65% | 0.54% | $93.6万 | 780股 | $64.6万 | 702股 | +78股+11.11% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.65% | — | $93.3万 | 4,218股 | $0 | 0股 | +4,218股 | 新买入 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.57% | 0.86% | $81.9万 | 6,655股 | $102.8万 | 6,533股 | +122股+1.87% | 加仓 |
| NNORTHERN OIL & GASNOG |
| 0.57% | 1.1% | $81.7万 | 4.5万股 | $131.5万 | 4.5万股 | 00.00% | 持仓不变 |
| SSM ENERGYSM |
| 0.55% | — | $78.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 埃克森美孚XOM |
| 0.54% | 0.79% | $76.8万 | 5,617股 | $95.0万 | 5,602股 | +15股+0.27% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.53% | 0.67% | $75.9万 | 4,640股 | $79.8万 | 4,622股 | +18股+0.39% | 加仓 |
 应用材料AMAT |
| 0.52% | 0.3% | $74.7万 | 1,033股 | $35.3万 | 1,033股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.51% | 0.48% | $73.2万 | 995股 | $57.3万 | 993股 | +2股+0.20% | 加仓 |
| SSPROTT FDS TRURNM |
| 0.5% | 0.73% | $71.6万 | 1.4万股 | $87.3万 | 1.4万股 | -211股-1.53% | 减仓 |
 TORMTRMD |
| 0.49% | 1.56% | $70.4万 | 2.7万股 | $186.9万 | 6.7万股 | -4.0万股-59.70% | 减仓 |
 沃尔玛WMT |
| 0.47% | 0.59% | $66.8万 | 5,896股 | $70.5万 | 5,673股 | +223股+3.93% | 加仓 |
 EATON VANCE TAX ADVT DIV INCM COMEVT |
| 0.47% | 0.46% | $66.5万 | 2.4万股 | $55.4万 | 2.3万股 | +1,469股+6.51% | 加仓 |
 ADOBE COMADBE |
| 0.45% | — | $64.7万 | 3,158股 | $0 | 0股 | +3,158股 | 新买入 |
 EATON VANCE TAX-MANAGED BUY-ETV |
| 0.42% | 0.44% | $60.4万 | 4.1万股 | $52.4万 | 3.8万股 | +2,248股+5.86% | 加仓 |
 切尼尔能源LNG |
| 0.41% | 0.58% | $58.7万 | 2,455股 | $69.5万 | 2,450股 | +5股+0.20% | 加仓 |
 EATON VANCE TAX-MANAGED GLOBAL COMEXG |
| 0.41% | 0.39% | $57.9万 | 5.9万股 | $46.4万 | 5.4万股 | +5,471股+10.22% | 加仓 |
 EATON VANCE ENHANCED EQUITYEOI |
| 0.38% | 0.38% | $54.6万 | 2.8万股 | $46.0万 | 2.5万股 | +3,254股+13.28% | 加仓 |
 NUVEEN S&P 500 DYNAMIC OVERWSPXX |
| 0.38% | 0.4% | $54.2万 | 2.9万股 | $47.5万 | 3.0万股 | -457股-1.55% | 减仓 |
 EntergyETR |
| 0.37% | 0.41% | $53.1万 | 4,336股 | $48.8万 | 4,336股 | 00.00% | 持仓不变 |
