 英伟达NVDA |
| 12.45% | 12.57% | $3,857.8万 | 19.3万股 | $3,352.0万 | 19.2万股 | +601股+0.31% | 加仓 |
 博通AVGO |
| 6.31% | 5.91% | $1,955.9万 | 5.2万股 | $1,576.5万 | 5.1万股 | +841股+1.65% | 加仓 |
 礼来LLY |
| 5.39% | 4.79% | $1,670.3万 | 1.4万股 | $1,277.7万 | 1.4万股 | +34股+0.24% | 加仓 |
 微软MSFT |
| 3.82% | 4.42% | $1,185.1万 | 3.2万股 | $1,179.3万 | 3.2万股 | -88股-0.28% | 减仓 |
| PPOWELL INDSPOWL |
| 3.6% | 2.62% | $1,116.5万 | 3.9万股 | $698.6万 | 1.3万股 | +2.6万股+201.98% | 加仓 |
 苹果AAPL |
| 2.9% | 2.96% | $899.0万 | 3.1万股 | $790.5万 | 3.1万股 | -78股-0.25% | 减仓 |
 谷歌AGOOGL |
| 2.87% | 2.46% | $890.1万 | 2.5万股 | $656.1万 | 2.3万股 | +2,091股+9.17% | 加仓 |
 沃尔玛WMT |
| 2.86% | 3.49% | $887.8万 | 7.8万股 | $931.8万 | 7.5万股 | +3,410股+4.55% | 加仓 |
 Arista网络ANET |
| 2.7% | 2.18% | $837.5万 | 4.9万股 | $580.1万 | 4.7万股 | +2,049股+4.34% | 加仓 |
 好市多COST |
| 2.66% | 3.26% | $823.2万 | 8,800股 | $868.6万 | 8,717股 | +83股+0.95% | 加仓 |
 QUANTA SVCSPWR |
| 2.57% | 2.09% | $796.1万 | 1.1万股 | $556.6万 | 1.0万股 | +919股+9.06% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.99% | 2.63% | $618.1万 | 6.7万股 | $701.2万 | 7.6万股 | -8,841股-11.64% | 减仓 |
 亚马逊AMZN |
| 1.96% | 2% | $606.6万 | 2.5万股 | $532.3万 | 2.6万股 | -104股-0.41% | 减仓 |
 康宁GLW |
| 1.94% | 1.14% | $601.7万 | 2.4万股 | $304.0万 | 2.2万股 | +1,195股+5.34% | 加仓 |
 雷神技术RTX |
| 1.93% | 2.18% | $598.2万 | 3.2万股 | $580.2万 | 3.0万股 | +1,449股+4.82% | 加仓 |
| SSPDR黄金信托GLD |
| 1.92% | 3.05% | $593.9万 | 1.6万股 | $812.7万 | 1.9万股 | -2,765股-14.64% | 减仓 |
 VisaV |
| 1.88% | 1.9% | $582.3万 | 1.7万股 | $506.5万 | 1.7万股 | +214股+1.28% | 加仓 |
 TJXTJX |
| 1.84% | 2.18% | $571.4万 | 3.8万股 | $580.4万 | 3.6万股 | +1,371股+3.77% | 加仓 |
 台积电TSM |
| 1.77% | 1.23% | $550.1万 | 1.2万股 | $328.4万 | 9,716股 | +1,802股+18.55% | 加仓 |
 希捷STX |
| 1.74% | 0.83% | $538.2万 | 5,577股 | $221.6万 | 5,657股 | -80股-1.41% | 减仓 |
 美光科技MU |
| 1.62% | 0.49% | $501.1万 | 4,341股 | $130.2万 | 3,854股 | +487股+12.64% | 加仓 |
 AMGEN COMAMGN |
| 1.53% | 1.61% | $475.4万 | 1.3万股 | $429.9万 | 1.2万股 | +911股+7.46% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 1.36% | 1.21% | $423.0万 | 3,060股 | $321.4万 | 2,940股 | +120股+4.08% | 加仓 |
 威瑞森VZ |
| 1.29% | 1.7% | $398.4万 | 9.4万股 | $452.3万 | 9.0万股 | +3,993股+4.43% | 加仓 |
 BARCLAYSBCS |
| 1.27% | 1.12% | $394.6万 | 14.7万股 | $299.6万 | 14.2万股 | +5,337股+3.77% | 加仓 |
 摩根大通JPM |
| 1.23% | 1.3% | $381.1万 | 1.2万股 | $346.9万 | 1.2万股 | -150股-1.27% | 减仓 |
 TransDigmTDG |
| 1.2% | 1.34% | $370.6万 | 2,782股 | $356.6万 | 3,077股 | -295股-9.59% | 减仓 |
| C花旗集团C |
| 1.15% | 0.95% | $356.3万 | 2.5万股 | $252.2万 | 2.2万股 | +3,221股+14.48% | 加仓 |
 高盛GS |
| 1.14% | 0.92% | $352.8万 | 3,488股 | $245.7万 | 2,904股 | +584股+20.11% | 加仓 |
 阿斯麦ASML |
| 1.06% | 0.62% | $329.8万 | 1,658股 | $165.2万 | 1,251股 | +407股+32.53% | 加仓 |
 卡特彼勒CAT |
| 0.97% | 0.75% | $299.7万 | 2,814股 | $199.2万 | 2,812股 | +2股+0.07% | 加仓 |
 艾伯维ABBV |
| 0.95% | 0.91% | $293.9万 | 1.2万股 | $242.5万 | 1.1万股 | +530股+4.75% | 加仓 |
 AMD超威AMD |
| 0.93% | 0.32% | $289.1万 | 4,977股 | $86.5万 | 4,250股 | +727股+17.11% | 加仓 |
 福泰制药VRTX |
| 0.92% | 0.74% | $286.2万 | 5,761股 | $197.2万 | 4,417股 | +1,344股+30.43% | 加仓 |
| EEMBRAER S.AFGM |
| 0.91% | 0.9% | $283.1万 | 4.4万股 | $239.1万 | 4.0万股 | +4,092股+10.16% | 加仓 |
 迪尔DE |
| 0.85% | 0.96% | $263.7万 | 4,157股 | $256.8万 | 4,558股 | -401股-8.80% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.79% | $252.5万 | 7,146股 | $210.9万 | 7,352股 | -206股-2.80% | 减仓 |
 应用材料AMAT |
| 0.81% | 0.44% | $250.7万 | 3,467股 | $118.3万 | 3,462股 | +5股+0.14% | 加仓 |
 NETFLIXNFLX |
| 0.8% | 0.97% | $246.7万 | 3.5万股 | $259.8万 | 2.7万股 | +7,540股+27.91% | 加仓 |
 雪佛龙CVX |
| 0.79% | 1.14% | $246.2万 | 1.5万股 | $303.5万 | 1.5万股 | +183股+1.25% | 加仓 |
 万豪MAR |
| 0.73% | 0.71% | $227.1万 | 6,129股 | $189.2万 | 5,785股 | +344股+5.95% | 加仓 |
 林德LIN |
| 0.73% | 0.72% | $227.0万 | 4,374股 | $191.3万 | 3,859股 | +515股+13.35% | 加仓 |
| T赛默飞世尔TMO |
| 0.71% | 0.82% | $221.4万 | 4,415股 | $219.0万 | 4,455股 | -40股-0.90% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.71% | 0.88% | $220.1万 | 3,816股 | $235.3万 | 3,997股 | -181股-4.53% | 减仓 |
 贝莱德·INC COMBLK |
| 0.7% | 0.72% | $216.4万 | 2,251股 | $191.9万 | 1,995股 | +256股+12.83% | 加仓 |
 阿斯利康AZN |
| 0.68% | 0.54% | $211.0万 | 1.1万股 | $142.8万 | 7,342股 | +3,903股+53.16% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.95% | $199.7万 | 1.5万股 | $253.4万 | 1.5万股 | -330股-2.21% | 减仓 |
 Meta平台META |
| 0.6% | 0.65% | $185.7万 | 3,297股 | $173.7万 | 3,037股 | +260股+8.56% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.45% | 0.62% | $139.5万 | 2,650股 | $165.8万 | 2,950股 | -300股-10.17% | 减仓 |
| IiShares安硕信托IVV |
| 0.44% | 0.42% | $136.6万 | 1,824股 | $111.1万 | 1,701股 | +123股+7.23% | 加仓 |
