 阿斯利康AZN |
| 11.39% | <0.01% | $9,679.2万 | 49.8万股 | $2.5万 | 274股 | +49.8万股+181,705.47% | 加仓 |
 谷歌AGOOGL |
| 5.44% | 6.15% | $4,625.3万 | 16.1万股 | $4,912.1万 | 15.7万股 | +3,912股+2.49% | 加仓 |
 微软MSFT |
| 5.13% | 6.46% | $4,359.3万 | 11.8万股 | $5,157.5万 | 10.7万股 | +1.1万股+10.43% | 加仓 |
 亚马逊AMZN |
| 4.73% | 5.22% | $4,022.9万 | 19.3万股 | $4,166.7万 | 18.1万股 | +1.3万股+7.00% | 加仓 |
 VisaV |
| 3.42% | 4.27% | $2,910.0万 | 9.6万股 | $3,409.2万 | 9.7万股 | -928股-0.95% | 减仓 |
 英伟达NVDA |
| 3.31% | 3.26% | $2,813.2万 | 16.1万股 | $2,601.5万 | 13.9万股 | +2.2万股+15.64% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.06% | 3.13% | $2,600.4万 | 5.4万股 | $2,496.1万 | 5.0万股 | +4,608股+9.28% | 加仓 |
 强生JNJ |
| 2.96% | 2.54% | $2,520.1万 | 10.3万股 | $2,025.8万 | 9.8万股 | +5,210股+5.32% | 加仓 |
 台积电TSM |
| 2.95% | 3.5% | $2,504.5万 | 7.4万股 | $2,790.3万 | 9.2万股 | -1.8万股-19.29% | 减仓 |
 史赛克SYK |
| 2.71% | 3.08% | $2,306.1万 | 7.0万股 | $2,461.5万 | 7.0万股 | +148股+0.21% | 加仓 |
 CHUBB LIMITEDCB |
| 2.7% | 2.64% | $2,290.8万 | 7.0万股 | $2,106.8万 | 6.7万股 | +2,786股+4.13% | 加仓 |
 Meta平台META |
| 2.3% | 2.49% | $1,953.5万 | 3.4万股 | $1,985.2万 | 3.0万股 | +4,071股+13.54% | 加仓 |
 BOOKING COMBKNG |
| 2.29% | 2.94% | $1,944.2万 | 4,620股 | $2,351.0万 | 4,390股 | +230股+5.24% | 加仓 |
 苹果AAPL |
| 1.93% | 1.89% | $1,640.9万 | 6.5万股 | $1,507.3万 | 5.5万股 | +9,212股+16.61% | 加仓 |
 高盛GS |
| 1.66% | 2.75% | $1,410.4万 | 1.7万股 | $2,193.5万 | 2.5万股 | -8,282股-33.19% | 减仓 |
 麦当劳MCD |
| 1.61% | 1.99% | $1,364.9万 | 4.4万股 | $1,590.7万 | 5.2万股 | -8,131股-15.62% | 减仓 |
 万事达MA |
| 1.58% | 1.53% | $1,342.3万 | 2.7万股 | $1,223.8万 | 2.1万股 | +5,427股+25.32% | 加仓 |
 惠顿贵金属WPM |
| 1.58% | 1.42% | $1,339.0万 | 10.2万股 | $1,135.6万 | 9.7万股 | +5,522股+5.72% | 加仓 |
| CCRHCRH |
| 1.49% | 1.75% | $1,268.5万 | 12.1万股 | $1,393.6万 | 11.2万股 | +8,999股+8.06% | 加仓 |
 ADPADP |
| 1.4% | 1.94% | $1,186.1万 | 5.8万股 | $1,545.3万 | 6.0万股 | -1,695股-2.82% | 减仓 |
 直觉外科ISRG |
| 1.3% | 1.58% | $1,101.0万 | 2.4万股 | $1,262.0万 | 2.2万股 | +1,601股+7.18% | 加仓 |
 Arista网络ANET |
| 1.24% | 1.4% | $1,052.4万 | 8.6万股 | $1,114.7万 | 8.5万股 | +645股+0.76% | 加仓 |
 FRANCO NEVFNV |
| 1.24% | 1.03% | $1,051.8万 | 4.3万股 | $826.0万 | 4.0万股 | +2,697股+6.77% | 加仓 |
 摩根大通JPM |
| 1.13% | 0.95% | $963.5万 | 3.3万股 | $758.4万 | 2.4万股 | +9,218股+39.17% | 加仓 |
| SSPROTT ASSET MANAGEMENTCEF |
| 1.11% | 1.11% | $944.9万 | 19.8万股 | $886.2万 | 19.3万股 | +4,524股+2.34% | 加仓 |
| T赛默飞世尔TMO |
| 1.04% | 2.12% | $888.2万 | 1.8万股 | $1,696.0万 | 2.9万股 | -1.1万股-38.26% | 减仓 |
 财捷INTU |
| 1.02% | 0.92% | $866.1万 | 2.0万股 | $736.3万 | 1.1万股 | +8,915股+80.20% | 加仓 |
 礼来LLY |
| 0.97% | 1.01% | $823.1万 | 8,949股 | $805.9万 | 7,499股 | +1,450股+19.34% | 加仓 |
 迪士尼DIS |
| 0.97% | 2.25% | $822.2万 | 8.5万股 | $1,794.5万 | 15.8万股 | -7.2万股-45.91% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.93% | 1.03% | $789.4万 | 13.7万股 | $824.3万 | 15.3万股 | -1.6万股-10.56% | 减仓 |
 可口可乐KO |
| 0.82% | 0.78% | $695.4万 | 9.1万股 | $618.9万 | 8.9万股 | +2,911股+3.29% | 加仓 |
 标普全球SPGI |
| 0.8% | 1.03% | $677.1万 | 1.6万股 | $819.0万 | 1.6万股 | +247股+1.58% | 加仓 |
 TJXTJX |
| 0.79% | 0.62% | $675.0万 | 4.2万股 | $497.7万 | 3.2万股 | +9,870股+30.46% | 加仓 |
| N纳斯达克NDAQ |
| 0.78% | 0.8% | $660.8万 | 7.8万股 | $640.0万 | 6.6万股 | +1.2万股+18.13% | 加仓 |
 ZOETIS CL AZTS |
| 0.71% | 1.06% | $605.0万 | 5.1万股 | $848.2万 | 6.7万股 | -1.6万股-24.08% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 0.69% | — | $584.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 林德LIN |
| 0.69% | 0.76% | $583.8万 | 1.2万股 | $608.5万 | 1.4万股 | -2,495股-17.48% | 减仓 |
| I景顺QQQ信托VOO |
| 0.68% | 0.77% | $577.2万 | 1.0万股 | $614.3万 | 1.0万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.68% | 0.33% | $576.1万 | 4.6万股 | $264.9万 | 2.0万股 | +2.6万股+132.66% | 加仓 |
| V先锋领航国际股票指数基金VT |
| 0.64% | 0.75% | $547.8万 | 4.0万股 | $596.7万 | 4.2万股 | -2,696股-6.37% | 减仓 |
 泛林集团LRCX |
| 0.63% | 0.59% | $532.9万 | 2.5万股 | $468.8万 | 2.7万股 | -2,444股-8.92% | 减仓 |
 芝加哥商品交易所CME |
| 0.62% | 0.6% | $529.0万 | 1.8万股 | $476.6万 | 1.7万股 | +459股+2.63% | 加仓 |
 沃特世WAT |
| 0.59% | 0.82% | $497.8万 | 1.7万股 | $651.6万 | 1.7万股 | -441股-2.57% | 减仓 |
 汽车地带AZO |
| 0.58% | 0.64% | $496.9万 | 1,471股 | $510.1万 | 1,504股 | -33股-2.19% | 减仓 |
 博通AVGO |
| 0.57% | 0.38% | $483.8万 | 1.6万股 | $300.2万 | 8,675股 | +6,955股+80.17% | 加仓 |
 埃森哲ACN |
| 0.56% | 0.81% | $477.5万 | 2.4万股 | $648.0万 | 2.4万股 | -72股-0.30% | 减仓 |
 IDEXIEX |
| 0.53% | 0.52% | $446.8万 | 2.4万股 | $418.7万 | 2.4万股 | +45股+0.19% | 加仓 |
| VVanEck ETF信托GDX |
| 0.51% | 0.52% | $436.4万 | 4.8万股 | $418.8万 | 4.9万股 | -1,284股-2.63% | 减仓 |
| SSPDR黄金信托GLD |
| 0.5% | 0.61% | $420.8万 | 9,780股 | $487.5万 | 1.2万股 | -2,522股-20.50% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.44% | 0.63% | $375.2万 | 7.4万股 | $506.6万 | 7.4万股 | 00.00% | 持仓不变 |
