 英伟达NVDA |
| 4.64% | 5.65% | $2,699.0万 | 13.5万股 | $2,293.2万 | 13.1万股 | +3,396股+2.58% | 加仓 |
 苹果AAPL |
| 3.82% | 4.86% | $2,222.0万 | 7.7万股 | $1,970.7万 | 7.8万股 | -861股-1.11% | 减仓 |
 阿斯利康AZN |
| 3.63% | 4.48% | $2,112.6万 | 11.3万股 | $1,817.6万 | 9.4万股 | +1.9万股+20.78% | 加仓 |
 亚马逊AMZN |
| 2.83% | 2.97% | $1,645.1万 | 6.9万股 | $1,204.6万 | 5.8万股 | +1.1万股+19.33% | 加仓 |
 微软MSFT |
| 2.71% | 3.93% | $1,580.0万 | 4.2万股 | $1,595.2万 | 4.3万股 | -736股-1.71% | 减仓 |
 美光科技MU |
| 2.53% | 1.66% | $1,470.3万 | 1.3万股 | $672.5万 | 2.0万股 | -7,168股-36.01% | 减仓 |
 谷歌AGOOGL |
| 1.85% | 2.27% | $1,074.3万 | 3.0万股 | $922.8万 | 3.2万股 | -2,032股-6.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.82% | 2.07% | $1,057.9万 | 3.0万股 | $839.2万 | 2.9万股 | +688股+2.35% | 加仓 |
 AMD超威AMD |
| 1.6% | 0.78% | $932.8万 | 1.6万股 | $315.3万 | 1.6万股 | +557股+3.59% | 加仓 |
 特斯拉TSLA |
| 1.49% | 1.7% | $866.9万 | 2.1万股 | $690.5万 | 1.9万股 | +2,037股+10.97% | 加仓 |
 博通AVGO |
| 1.42% | 2.09% | $827.5万 | 2.2万股 | $849.0万 | 2.7万股 | -5,525股-20.14% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.37% | 0.98% | $794.9万 | 14.8万股 | $397.6万 | 8.1万股 | +6.8万股+84.09% | 加仓 |
 Meta平台META |
| 1.36% | 2.27% | $793.1万 | 1.4万股 | $919.4万 | 1.6万股 | -1,990股-12.38% | 减仓 |
 英特尔INTC |
| 1.22% | 0.55% | $712.9万 | 5.1万股 | $224.6万 | 5.1万股 | +161股+0.32% | 加仓 |
 泛林集团LRCX |
| 1.12% | 0.64% | $650.2万 | 1.5万股 | $259.5万 | 1.2万股 | +2,857股+23.52% | 加仓 |
 思科CSCO |
| 1.01% | 0.65% | $586.9万 | 5.0万股 | $263.9万 | 3.4万股 | +1.6万股+46.93% | 加仓 |
 沃尔玛WMT |
| 0.99% | 1.52% | $576.2万 | 5.1万股 | $618.7万 | 5.0万股 | +1,092股+2.19% | 加仓 |
 埃克森美孚XOM |
| 0.87% | 0.35% | $504.7万 | 3.7万股 | $142.8万 | 8,414股 | +2.9万股+338.74% | 加仓 |
 应用材料AMAT |
| 0.86% | 0.76% | $502.3万 | 6,948股 | $309.1万 | 9,044股 | -2,096股-23.18% | 减仓 |
| V先锋领航指数基金VOO |
| 0.84% | — | $489.2万 | 6,643股 | $0 | 0股 | +6,643股 | 新买入 |
 百事可乐PEP |
| 0.8% | 0.5% | $465.8万 | 3.4万股 | $203.1万 | 1.3万股 | +2.1万股+163.05% | 加仓 |
| SSANDISK COMSNDK |
| 0.79% | 0.15% | $457.5万 | 2,012股 | $59.9万 | 943股 | +1,069股+113.36% | 加仓 |
 礼来LLY |
| 0.78% | 0.63% | $451.5万 | 3,764股 | $256.2万 | 2,786股 | +978股+35.10% | 加仓 |
 科磊KLAC |
| 0.74% | 0.48% | $433.7万 | 1.4万股 | $193.2万 | 1,312股 | +1.3万股+995.58% | 加仓 |
 直觉外科ISRG |
| 0.66% | 0.54% | $384.2万 | 9,662股 | $220.4万 | 4,782股 | +4,880股+102.05% | 加仓 |
 万豪MAR |
| 0.64% | 0.28% | $375.0万 | 1.0万股 | $111.7万 | 3,415股 | +6,704股+196.31% | 加仓 |
 帕兰提尔PLTR |
| 0.64% | 1.03% | $374.0万 | 3.2万股 | $417.0万 | 2.9万股 | +3,544股+12.43% | 加仓 |
 辉瑞PFE |
| 0.64% | — | $370.6万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
 迈威尔MRVL |
| 0.6% | 0.27% | $347.0万 | 1.2万股 | $108.6万 | 1.1万股 | +688股+6.28% | 加仓 |
 德州仪器TXN |
| 0.58% | 0.49% | $339.5万 | 1.1万股 | $200.6万 | 1.0万股 | +1,055股+10.21% | 加仓 |
 好市多COST |
| 0.58% | 0.97% | $336.2万 | 3,594股 | $394.6万 | 3,960股 | -366股-9.24% | 减仓 |
 NETFLIXNFLX |
| 0.57% | 1.1% | $334.3万 | 4.7万股 | $446.4万 | 4.6万股 | +390股+0.84% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.57% | 0.28% | $332.9万 | 2.1万股 | $113.6万 | 8,890股 | +1.2万股+136.60% | 加仓 |
| V先锋领航指数基金VNQ |
| 0.56% | 1.08% | $323.6万 | 3.4万股 | $438.7万 | 4.9万股 | -1.6万股-32.14% | 减仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 0.55% | 0.57% | $319.7万 | 3.2万股 | $231.2万 | 2.5万股 | +6,436股+25.28% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.53% | 0.23% | $310.5万 | 1.2万股 | $93.4万 | 4,052股 | +7,495股+184.97% | 加仓 |
 雪佛龙CVX |
| 0.51% | 0.2% | $294.5万 | 1.8万股 | $80.3万 | 3,882股 | +1.4万股+357.62% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.5% | 4.43% | $294.0万 | 2.7万股 | $1,799.9万 | 16.5万股 | -13.8万股-83.38% | 减仓 |
 森科能源SU |
| 0.5% | 0.07% | $293.3万 | 5.5万股 | $27.1万 | 4,099股 | +5.0万股+1,231.30% | 加仓 |
 NISOURCE COMNI |
| 0.49% | — | $284.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 摩根大通JPM |
| 0.47% | 0.42% | $275.0万 | 8,402股 | $169.3万 | 5,757股 | +2,645股+45.94% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 1.42% | $274.4万 | 3,675股 | $576.7万 | 8,867股 | -5,192股-58.55% | 减仓 |
 安桥ENB |
| 0.44% | — | $256.0万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 可口可乐KO |
| 0.43% | — | $252.3万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.43% | 0.53% | $251.4万 | 6,331股 | $213.6万 | 6,714股 | -383股-5.70% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.41% | — | $236.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 慧与HPEHPE |
| 0.4% | — | $235.4万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 芝加哥商品交易所CME |
| 0.4% | — | $233.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 MCKESSON COMMCK |
| 0.4% | 0.15% | $232.7万 | 3,080股 | $61.5万 | 711股 | +2,369股+333.19% | 加仓 |
 ALCON ORD SHSALC |
| 0.39% | — | $226.4万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
