 谷歌AGOOGL |
| 8.36% | 8.2% | $1,479.8万 | 4.1万股 | $1,135.8万 | 3.9万股 | +1,984股+5.13% | 加仓 |
 亚马逊AMZN |
| 7.35% | 7.9% | $1,300.3万 | 5.4万股 | $1,094.7万 | 5.1万股 | +2,115股+4.11% | 加仓 |
 PALO ALTOPANW |
| 6.74% | 6.4% | $1,193.8万 | 3.4万股 | $887.2万 | 5.4万股 | -2.0万股-37.67% | 减仓 |
| T赛默飞世尔TMO |
| 6.32% | 7.75% | $1,118.2万 | 2.2万股 | $1,073.7万 | 2.1万股 | +397股+1.86% | 加仓 |
 VisaV |
| 6.28% | 6.98% | $1,110.9万 | 3.1万股 | $966.6万 | 3.1万股 | +90股+0.29% | 加仓 |
 微软MSFT |
| 5.89% | 7.14% | $1,042.2万 | 2.7万股 | $989.8万 | 2.6万股 | +1,036股+3.96% | 加仓 |
 VertivVRT |
| 5.69% | — | $1,007.6万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 史赛克SYK |
| 5.47% | 7.01% | $968.6万 | 3.0万股 | $971.6万 | 2.9万股 | +1,133股+3.92% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 5.28% | — | $934.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 艾默生电气EMR |
| 5.1% | 4.3% | $903.4万 | 6.4万股 | $595.4万 | 4.4万股 | +1.9万股+43.47% | 加仓 |
 艺康ECL |
| 4.98% | 5.7% | $881.6万 | 3.1万股 | $789.4万 | 2.9万股 | +2,208股+7.61% | 加仓 |
 爱德华生命科学EW |
| 4.83% | 5.25% | $854.3万 | 9.1万股 | $727.7万 | 8.9万股 | +1,860股+2.09% | 加仓 |
 ServiceNowNOW |
| 4.71% | — | $834.6万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 直觉外科ISRG |
| 4.31% | 3.19% | $763.0万 | 1.8万股 | $442.1万 | 9,381股 | +8,548股+91.12% | 加仓 |
 英伟达NVDA |
| 4.08% | 4.57% | $722.4万 | 3.7万股 | $632.5万 | 3.5万股 | +1,302股+3.67% | 加仓 |
 博通AVGO |
| 3.45% | — | $609.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 明晟MSCI |
| 2.7% | 3.15% | $478.4万 | 7,981股 | $435.8万 | 7,908股 | +73股+0.92% | 加仓 |
 ALCON ORD SHSALC |
| 1.59% | 5.21% | $282.4万 | 4.2万股 | $721.5万 | 9.5万股 | -5.4万股-56.34% | 减仓 |
| IiShares黄金信托IAU |
| 1.56% | 2.24% | $275.9万 | 3.6万股 | $310.5万 | 3.5万股 | +715股+2.03% | 加仓 |
 FERRARI COMRACE |
| 0.65% | 0.76% | $114.6万 | 3,056股 | $105.1万 | 3,088股 | -32股-1.04% | 减仓 |
| IiShares安硕信托ICLN |
| 0.6% | 0.56% | $106.2万 | 5.2万股 | $77.3万 | 4.1万股 | +1.1万股+26.31% | 加仓 |
 科磊KLAC |
| 0.57% | 0.17% | $100.4万 | 3,576股 | $23.5万 | 156股 | +3,420股+2,192.31% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.42% | 0.35% | $73.6万 | 1,750股 | $48.6万 | 1,095股 | +655股+59.82% | 加仓 |
 礼来LLY |
| 0.38% | 0.44% | $67.1万 | 560股 | $61.5万 | 654股 | -94股-14.37% | 减仓 |
 赛莱默XYL |
| 0.38% | 0.47% | $66.5万 | 5,597股 | $65.0万 | 5,326股 | +271股+5.09% | 加仓 |
| IiShares安硕信托TIP |
| 0.2% | — | $35.5万 | 3,285股 | $0 | 0股 | +3,285股 | 新买入 |
| IiShares安硕信托TLT |
| 0.2% | — | $35.4万 | 4,149股 | $0 | 0股 | +4,149股 | 新买入 |
 ITRONITRI |
| 0.2% | 0.26% | $35.1万 | 4,059股 | $35.6万 | 3,884股 | +175股+4.51% | 加仓 |
 DANAHER DEL COMDHR |
| 0.18% | 5.16% | $32.6万 | 1,697股 | $714.9万 | 3.7万股 | -3.5万股-95.40% | 减仓 |
 雅培ABT |
| 0.14% | 0.29% | $24.0万 | 2,591股 | $39.9万 | 3,799股 | -1,208股-31.80% | 减仓 |
 Arista网络ANET |
| 0.13% | — | $23.1万 | 1,339股 | $0 | 0股 | +1,339股 | 新买入 |
| IiShares安硕信托SGOV |
| 0.13% | — | $23.0万 | 2,290股 | $0 | 0股 | +2,290股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.12% | 0.26% | $20.5万 | 3,853股 | $36.2万 | 3,853股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.09% | — | $16.4万 | 368股 | $0 | 0股 | +368股 | 新买入 |
| IISHARES IBONDS 2027 TERMIBHG |
| 0.09% | — | $16.0万 | 7,270股 | $0 | 0股 | +7,270股 | 新买入 |
| PPTC COMPTC |
| 0.08% | 5.54% | $14.9万 | 1,203股 | $768.1万 | 5.3万股 | -5.2万股-97.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.08% | 0.08% | $14.4万 | 396股 | $11.6万 | 396股 | 00.00% | 持仓不变 |
| IiShares安硕信托MCHI |
| 0.08% | — | $14.1万 | 2,767股 | $0 | 0股 | +2,767股 | 新买入 |
| IiShares安硕信托IBHH |
| 0.08% | — | $13.4万 | 5,721股 | $0 | 0股 | +5,721股 | 新买入 |
 苹果AAPL |
| 0.07% | 0.07% | $12.5万 | 400股 | $10.4万 | 400股 | 00.00% | 持仓不变 |
 IDEXX LABS COMIDXX |
| 0.07% | 0.08% | $11.6万 | 210股 | $11.8万 | 205股 | +5股+2.44% | 加仓 |
| GGlobal X·COPPER MINERS ETFCOPX |
| 0.04% | — | $7.1万 | 926股 | $0 | 0股 | +926股 | 新买入 |
| S道富·EET SPDR S&P METALS & MINING ETFXME |
| 0.04% | 0.12% | $6.7万 | 638股 | $16.2万 | 1,535股 | -897股-58.44% | 减仓 |
| IISHARES MSCI AGRICULTURE PRODUCERS ETFVEGI |
| 0.04% | 0.05% | $6.6万 | 1,500股 | $6.9万 | 1,500股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.03% | — | $6.1万 | 132股 | $0 | 0股 | +132股 | 新买入 |
 ZOETIS CL AZTS |
| 0.03% | 0.19% | $5.0万 | 679股 | $25.8万 | 2,138股 | -1,459股-68.24% | 减仓 |
 VeevaVEEV |
| 0.02% | 0.02% | $3.4万 | 191股 | $3.1万 | 173股 | +18股+10.40% | 加仓 |
 应用材料AMAT |
| 0.02% | — | $3.2万 | 44股 | $0 | 0股 | +44股 | 新买入 |
 VANECK AGRIBUSINESS ETFMOO |
| 0.02% | 0.04% | $2.8万 | 351股 | $6.0万 | 700股 | -349股-49.86% | 减仓 |
 联合健康UNH |
| 0.02% | 0.01% | $2.7万 | 65股 | $1.8万 | 65股 | 00.00% | 持仓不变 |
