 自由港麦克莫兰FCX |
| 26.8% | 25.13% | $1.79亿 | 284.7万股 | $1.64亿 | 279.7万股 | +5.0万股+1.79% | 加仓 |
 亚马逊AMZN |
| 11.14% | 10.04% | $7,445.1万 | 31.2万股 | $6,568.3万 | 31.5万股 | -3,000股-0.95% | 减仓 |
 南方铜业SCCO |
| 9.93% | 9.97% | $6,634.1万 | 38.1万股 | $6,519.6万 | 37.9万股 | +1,788股+0.47% | 加仓 |
 VistraVST |
| 7.88% | 7.53% | $5,261.7万 | 33.2万股 | $4,926.2万 | 32.8万股 | +4,000股+1.22% | 加仓 |
 微软MSFT |
| 7.1% | 6.63% | $4,741.1万 | 12.7万股 | $4,334.7万 | 11.7万股 | +1.0万股+8.54% | 加仓 |
 谷歌AGOOGL |
| 6.75% | 5.55% | $4,511.4万 | 12.6万股 | $3,629.0万 | 12.6万股 | +40股+0.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.67% | 5.54% | $4,459.0万 | 12.6万股 | $3,621.3万 | 12.6万股 | -40股-0.03% | 减仓 |
 英伟达NVDA |
| 5.99% | 4.53% | $4,001.8万 | 20.0万股 | $2,964.8万 | 17.0万股 | +3.0万股+17.65% | 加仓 |
 雷神技术RTX |
| 4.03% | 4.19% | $2,694.3万 | 14.2万股 | $2,739.3万 | 14.2万股 | 00.00% | 持仓不变 |
 波音BA |
| 4.02% | 3.77% | $2,686.2万 | 12.4万股 | $2,469.8万 | 12.4万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 3.71% | 3.24% | $2,479.3万 | 43.5万股 | $2,121.2万 | 43.5万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 3.56% | 4.13% | $2,375.8万 | 7.6万股 | $2,702.4万 | 7.6万股 | 00.00% | 持仓不变 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.86% | — | $572.8万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 惠普HPQ |
| 0.85% | 0.76% | $568.7万 | 25.9万股 | $497.9万 | 25.9万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.7% | 0.91% | $465.2万 | 11.3万股 | $598.6万 | 11.3万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.02% | 8.09% | $14.0万 | 1,000股 | $5,291.2万 | 119.9万股 | -119.8万股-99.92% | 减仓 |
