 英伟达NVDA |
| 11.15% | 10.81% | $1,887.1万 | 9.4万股 | $1,649.0万 | 9.5万股 | -239股-0.25% | 减仓 |
 苹果AAPL |
| 6.82% | 6.66% | $1,153.8万 | 4.0万股 | $1,015.5万 | 4.0万股 | -138股-0.34% | 减仓 |
 帕兰提尔PLTR |
| 5.43% | 7.63% | $918.5万 | 7.9万股 | $1,164.0万 | 8.0万股 | -844股-1.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.96% | 4.48% | $839.5万 | 2.4万股 | $684.2万 | 2.4万股 | -91股-0.38% | 减仓 |
 阿斯麦ASML |
| 4.92% | 3.61% | $833.2万 | 4,188股 | $551.2万 | 4,173股 | +15股+0.36% | 加仓 |
 PALO ALTOPANW |
| 4.51% | 2.39% | $763.9万 | 2.2万股 | $364.5万 | 2.3万股 | -337股-1.48% | 减仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 3.31% | 3.13% | $559.6万 | 5.5万股 | $478.1万 | 5.5万股 | -23股-0.04% | 减仓 |
| V先锋领航指数基金VOO |
| 3.14% | 2.66% | $531.0万 | 7,211股 | $405.1万 | 7,019股 | +192股+2.74% | 加仓 |
 甲骨文ORCL |
| 3.06% | 3.36% | $518.4万 | 3.5万股 | $512.4万 | 3.5万股 | +543股+1.56% | 加仓 |
 再生元REGN |
| 3.05% | 4.09% | $516.4万 | 8,282股 | $624.2万 | 8,079股 | +203股+2.51% | 加仓 |
 雷神技术RTX |
| 3.04% | 3.42% | $514.5万 | 2.7万股 | $521.4万 | 2.7万股 | +88股+0.33% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 2.9% | 3.39% | $491.7万 | 15.4万股 | $517.2万 | 15.4万股 | -445股-0.29% | 减仓 |
 GE航空GE |
| 2.69% | — | $454.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 Phillips 66PSX |
| 2.64% | 3.21% | $447.2万 | 2.6万股 | $489.3万 | 2.7万股 | -404股-1.50% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 2.61% | 2.36% | $442.6万 | 2.8万股 | $360.4万 | 2.8万股 | -78股-0.27% | 减仓 |
 AMGEN COMAMGN |
| 2.56% | 2.76% | $433.0万 | 1.2万股 | $420.7万 | 1.2万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 2.47% | 2.43% | $417.5万 | 1.8万股 | $370.2万 | 1.8万股 | -258股-1.45% | 减仓 |
 摩根大通JPM |
| 2.38% | 2.37% | $402.9万 | 1.2万股 | $362.1万 | 1.2万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 2.22% | 3.13% | $375.5万 | 2.7万股 | $477.9万 | 2.8万股 | -705股-2.50% | 减仓 |
 德康医疗DXCM |
| 2.12% | 2.2% | $359.5万 | 5.3万股 | $335.4万 | 5.3万股 | -20股-0.04% | 减仓 |
| TTOAST CL ATOST |
| 2.04% | 2.14% | $345.6万 | 12.4万股 | $326.8万 | 12.3万股 | +950股+0.77% | 加仓 |
| T赛默飞世尔TMO |
| 1.97% | 2.09% | $334.3万 | 6,667股 | $318.4万 | 6,477股 | +190股+2.93% | 加仓 |
 辉瑞PFE |
| 1.65% | 2.14% | $279.5万 | 11.6万股 | $326.8万 | 11.6万股 | -321股-0.28% | 减仓 |
 DANAHER DEL COMDHR |
| 1.63% | 1.81% | $276.7万 | 1.5万股 | $275.9万 | 1.5万股 | -28股-0.19% | 减仓 |
 L3哈里斯LHX |
| 1.53% | 2% | $258.3万 | 8,888股 | $304.5万 | 8,821股 | +67股+0.76% | 加仓 |
 联邦快递FDX |
| 1.49% | 1.85% | $252.0万 | 8,049股 | $281.9万 | 7,914股 | +135股+1.71% | 加仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 1.44% | 1.52% | $243.6万 | 6.2万股 | $232.4万 | 6.3万股 | -854股-1.35% | 减仓 |
 黑石集团BX |
| 1.39% | 1.51% | $236.0万 | 2.0万股 | $230.6万 | 2.0万股 | +5股+0.02% | 加仓 |
 CENTRUS ENERGY CL ALEU |
| 1.13% | 1.26% | $190.5万 | 1.1万股 | $191.9万 | 1.1万股 | +296股+2.68% | 加仓 |
| TT. ROWE PRICE BLUE CHIP GROWTH ETFTCHP |
| 0.82% | 0.8% | $138.5万 | 2.8万股 | $122.2万 | 2.8万股 | 00.00% | 持仓不变 |
| IiShares安硕信托ITA |
| 0.77% | 0.77% | $129.8万 | 5,354股 | $117.1万 | 5,354股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金IIIDHQ |
| 0.72% | 0.64% | $122.3万 | 2.7万股 | $97.7万 | 2.7万股 | -71股-0.26% | 减仓 |
 谷歌AGOOGL |
| 0.66% | 0.59% | $111.7万 | 3,126股 | $89.9万 | 3,126股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.58% | 0.55% | $97.9万 | 2,463股 | $83.5万 | 1,812股 | +651股+35.93% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.49% | 0.49% | $82.7万 | 5,649股 | $74.5万 | 5,814股 | -165股-2.84% | 减仓 |
| IiShares安硕信托IEFA |
| 0.37% | 0.38% | $62.5万 | 6,472股 | $58.5万 | 6,460股 | +12股+0.19% | 加仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.36% | — | $60.2万 | 3,985股 | $0 | 0股 | +3,985股 | 新买入 |
 NORTHROP GRUMMAN COMNOC |
| 0.35% | 0.52% | $58.7万 | 1,152股 | $78.6万 | 1,152股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.32% | 0.3% | $53.5万 | 529股 | $45.2万 | 534股 | -5股-0.94% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.3% | 0.29% | $50.0万 | 711股 | $44.1万 | 715股 | -4股-0.56% | 减仓 |
 雪佛龙CVX |
| 0.27% | 0.37% | $45.2万 | 2,727股 | $56.4万 | 2,727股 | 00.00% | 持仓不变 |
| IiShares安硕信托IDV |
| 0.26% | 0.18% | $44.6万 | 1.1万股 | $27.1万 | 6,367股 | +4,409股+69.25% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.26% | 0.38% | $43.9万 | 2,831股 | $57.5万 | 2,831股 | 00.00% | 持仓不变 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.23% | 0.22% | $38.7万 | 740股 | $34.3万 | 740股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.22% | 0.29% | $38.1万 | 7,170股 | $43.9万 | 7,170股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.2% | 0.22% | $34.6万 | 927股 | $34.3万 | 927股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.2% | 0.19% | $33.7万 | 450股 | $29.4万 | 450股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 0.2% | 0.22% | $33.3万 | 2,475股 | $33.5万 | 2,475股 | 00.00% | 持仓不变 |
 波音BA |
| 0.19% | 0.2% | $32.9万 | 1,520股 | $30.3万 | 1,520股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.19% | 0.18% | $31.8万 | 1,719股 | $28.1万 | 1,739股 | -20股-1.15% | 减仓 |
