 苹果AAPL |
| 8.28% | 7.85% | $1,021.8万 | 3.5万股 | $896.2万 | 3.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 7.14% | 6.74% | $881.5万 | 4.4万股 | $769.7万 | 4.4万股 | -80股-0.18% | 减仓 |
 CrowdStrikeCRWD |
| 5.14% | 2.84% | $634.0万 | 8,307股 | $324.4万 | 8,310股 | -3股-0.04% | 减仓 |
 亚马逊AMZN |
| 4.1% | 3.87% | $506.4万 | 2.1万股 | $441.5万 | 2.1万股 | +50股+0.24% | 加仓 |
 Arm控股ARM |
| 3.97% | 1.83% | $489.8万 | 1.4万股 | $209.0万 | 1.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 3.74% | 3.25% | $461.2万 | 1.3万股 | $371.1万 | 1.3万股 | 00.00% | 持仓不变 |
 高盛GS |
| 3.6% | 3.26% | $444.1万 | 4,391股 | $372.3万 | 4,401股 | -10股-0.23% | 减仓 |
 ONEOKOKE |
| 3.11% | 3.49% | $383.2万 | 4.4万股 | $398.5万 | 4.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.02% | 3.57% | $372.2万 | 9,977股 | $407.3万 | 1.1万股 | -1,025股-9.32% | 减仓 |
| EENERGY TRANSFER L PET |
| 2.77% | 3.03% | $342.3万 | 17.9万股 | $345.5万 | 17.9万股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 2.76% | 3.07% | $341.0万 | 9.3万股 | $351.0万 | 9.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.05% | 1.79% | $252.4万 | 7,143股 | $204.9万 | 7,144股 | -1股-0.01% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.96% | 2.03% | $242.4万 | 4,845股 | $232.2万 | 4,845股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.92% | 3.71% | $236.3万 | 3.3万股 | $423.7万 | 4.4万股 | -1.1万股-24.89% | 减仓 |
 EquinixEQIX |
| 1.79% | — | $221.1万 | 2,121股 | $0 | 0股 | +2,121股 | 新买入 |
 应用材料AMAT |
| 1.72% | 0.88% | $212.5万 | 2,939股 | $100.5万 | 2,939股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.65% | 1.9% | $203.4万 | 2,174股 | $216.6万 | 2,174股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.64% | 1.72% | $202.0万 | 3,934股 | $196.6万 | 3,934股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.56% | 2.49% | $193.0万 | 3,426股 | $283.8万 | 4,961股 | -1,535股-30.94% | 减仓 |
 博通AVGO |
| 1.45% | 1.29% | $179.2万 | 4,744股 | $146.8万 | 4,744股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.45% | 1.59% | $178.9万 | 9,432股 | $181.9万 | 9,431股 | +1股+0.01% | 加仓 |
 安桥ENB |
| 1.39% | 1.5% | $171.0万 | 3.2万股 | $170.8万 | 3.2万股 | 00.00% | 持仓不变 |
| BBETA TECHNOLOGIESBETA |
| 1.38% | 0.18% | $170.4万 | 10.2万股 | $20.3万 | 1.4万股 | +8.8万股+635.20% | 加仓 |
 英特尔INTC |
| 1.34% | 0.46% | $164.9万 | 1.2万股 | $52.1万 | 1.2万股 | 00.00% | 持仓不变 |
 PLAINS ALL AMERN PIPELINE LPAA |
| 1.19% | 1.29% | $147.2万 | 6.6万股 | $147.6万 | 6.6万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.15% | 1.08% | $142.1万 | 5,648股 | $123.8万 | 5,692股 | -44股-0.77% | 减仓 |
 特斯拉TSLA |
| 1.04% | 1.27% | $128.1万 | 3,046股 | $145.2万 | 3,906股 | -860股-22.02% | 减仓 |
 GE VernovaGEV |
| 0.98% | 0.79% | $120.8万 | 1,028股 | $89.7万 | 1,028股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.92% | 1.97% | $113.7万 | 9,744股 | $225.0万 | 1.5万股 | -5,635股-36.64% | 减仓 |
 威瑞森VZ |
| 0.85% | 1.09% | $104.6万 | 2.5万股 | $124.0万 | 2.5万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.84% | 1% | $104.0万 | 9,184股 | $114.1万 | 9,184股 | 00.00% | 持仓不变 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.8% | 0.79% | $98.7万 | 1.1万股 | $89.6万 | 1.1万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.79% | 1.25% | $97.7万 | 1,949股 | $142.8万 | 2,906股 | -957股-32.93% | 减仓 |
 思科CSCO |
| 0.78% | 0.56% | $96.1万 | 8,178股 | $63.4万 | 8,177股 | +1股+0.01% | 加仓 |
| SSPDR黄金信托GLD |
| 0.77% | 0.98% | $95.5万 | 2,593股 | $111.6万 | 2,593股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.75% | 0.78% | $92.6万 | 2,626股 | $88.5万 | 2,691股 | -65股-2.42% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.75% | 0.73% | $92.6万 | 1.5万股 | $83.6万 | 1.5万股 | 00.00% | 持仓不变 |
| CCHENIERE ENERGY PARTNERS LP COM UNITCQP |
| 0.74% | 0.85% | $91.9万 | 1.5万股 | $97.5万 | 1.5万股 | 00.00% | 持仓不变 |
 HESS MIDSTREAM LP CL A SHSHESM |
| 0.74% | 0.83% | $91.4万 | 2.4万股 | $94.5万 | 2.4万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.7% | 0.93% | $85.8万 | 6,275股 | $106.5万 | 6,275股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.69% | 0.56% | $84.8万 | 2,270股 | $64.4万 | 2,270股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 0.64% | 0.75% | $79.2万 | 4,684股 | $85.3万 | 4,684股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.62% | 0.6% | $76.3万 | 2,330股 | $68.5万 | 2,330股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.59% | 0.22% | $72.6万 | 1,250股 | $25.4万 | 1,250股 | 00.00% | 持仓不变 |
| R力拓BBP |
| 0.53% | 0.57% | $65.9万 | 6,946股 | $64.8万 | 6,946股 | 00.00% | 持仓不变 |
| RRBB FDTMFC |
| 0.5% | 0.45% | $61.7万 | 8,105股 | $51.2万 | 7,768股 | +337股+4.34% | 加仓 |
 Tc Energy Corp COMMONTRP |
| 0.49% | 0.5% | $60.6万 | 9,141股 | $57.2万 | 9,141股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.48% | 0.65% | $59.2万 | 3,569股 | $73.8万 | 3,568股 | +1股+0.03% | 加仓 |
| HHF SINCLAIRDINO |
| 0.44% | 0.43% | $54.9万 | 7,878股 | $49.2万 | 7,878股 | 00.00% | 持仓不变 |
| SSpaceXSPCX |
| 0.43% | — | $53.0万 | 3,104股 | $0 | 0股 | +3,104股 | 新买入 |
