 英伟达NVDA |
| 7.32% | 6.23% | $5,959.2万 | 29.8万股 | $4,551.4万 | 26.1万股 | +3.7万股+14.12% | 加仓 |
 亚马逊AMZN |
| 3.76% | 3.61% | $3,061.4万 | 12.8万股 | $2,635.1万 | 12.7万股 | +1,922股+1.52% | 加仓 |
 微软MSFT |
| 3.68% | 3.49% | $2,998.8万 | 8.0万股 | $2,552.4万 | 6.9万股 | +1.1万股+16.59% | 加仓 |
 谷歌AGOOGL |
| 3.65% | 3.23% | $2,971.7万 | 8.3万股 | $2,357.3万 | 8.2万股 | +1,177股+1.44% | 加仓 |
| IiShares安硕信托TLT |
| 3.64% | 4.06% | $2,961.4万 | 34.3万股 | $2,966.6万 | 34.2万股 | +473股+0.14% | 加仓 |
 Meta平台META |
| 3.23% | 3.56% | $2,629.6万 | 4.7万股 | $2,599.5万 | 4.5万股 | +1,249股+2.75% | 加仓 |
 特斯拉TSLA |
| 3.21% | 3.16% | $2,612.1万 | 6.2万股 | $2,310.7万 | 6.2万股 | -54股-0.09% | 减仓 |
 苹果AAPL |
| 2.84% | 2.43% | $2,310.9万 | 8.0万股 | $1,773.4万 | 7.0万股 | +9,988股+14.29% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.77% | 2.42% | $2,255.2万 | 6.4万股 | $1,766.1万 | 6.2万股 | +2,266股+3.68% | 加仓 |
 VisaV |
| 2.57% | 2.49% | $2,092.5万 | 6.1万股 | $1,815.5万 | 6.0万股 | +922股+1.53% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.48% | 2.17% | $2,015.2万 | 2.7万股 | $1,583.7万 | 2.4万股 | +2,634股+10.82% | 加仓 |
| V先锋领航指数基金VUG |
| 2.1% | 1.9% | $1,710.3万 | 19.9万股 | $1,387.8万 | 3.2万股 | +16.7万股+524.88% | 加仓 |
 波音BA |
| 1.72% | 1.75% | $1,398.0万 | 6.5万股 | $1,275.2万 | 6.4万股 | +509股+0.79% | 加仓 |
 NETFLIXNFLX |
| 1.64% | 2.45% | $1,336.2万 | 18.7万股 | $1,792.6万 | 18.6万股 | +698股+0.37% | 加仓 |
 甲骨文ORCL |
| 1.47% | 1.63% | $1,197.4万 | 8.2万股 | $1,189.2万 | 8.1万股 | +871股+1.08% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.4% | 1.25% | $1,137.6万 | 2.9万股 | $913.2万 | 2.9万股 | -61股-0.21% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.3% | 1.09% | $1,055.6万 | 11.0万股 | $795.1万 | 11.0万股 | +88股+0.08% | 加仓 |
 埃克森美孚XOM |
| 1.12% | 1.24% | $912.3万 | 6.7万股 | $906.4万 | 5.3万股 | +1.3万股+24.90% | 加仓 |
 威廉姆斯WMB |
| 1.1% | 1.2% | $899.2万 | 12.1万股 | $878.1万 | 12.1万股 | +305股+0.25% | 加仓 |
 福泰制药VRTX |
| 1.09% | 1.03% | $887.5万 | 1.8万股 | $754.7万 | 1.7万股 | +965股+5.71% | 加仓 |
 摩根大通JPM |
| 1% | 0.98% | $811.0万 | 2.5万股 | $713.7万 | 2.4万股 | +512股+2.11% | 加仓 |
 ShopifySHOP |
| 0.99% | 1.15% | $802.0万 | 7.0万股 | $838.6万 | 7.1万股 | -456股-0.65% | 减仓 |
 博通AVGO |
| 0.97% | 1.15% | $792.8万 | 2.1万股 | $837.6万 | 2.7万股 | -6,075股-22.45% | 减仓 |
 迪士尼DIS |
| 0.85% | 1.01% | $691.7万 | 7.2万股 | $738.6万 | 7.7万股 | -4,765股-6.22% | 减仓 |
 台积电TSM |
| 0.81% | 0.48% | $658.7万 | 1.4万股 | $352.8万 | 1.0万股 | +3,354股+32.13% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.78% | 0.81% | $638.3万 | 5.4万股 | $589.6万 | 5.3万股 | +1,040股+1.97% | 加仓 |
 Vulcan材料VMC |
| 0.77% | 0.8% | $630.0万 | 2.1万股 | $586.8万 | 2.2万股 | -193股-0.90% | 减仓 |
 空气化工APD |
| 0.68% | 0.81% | $557.5万 | 1.9万股 | $588.8万 | 2.0万股 | -1,252股-6.18% | 减仓 |
 可口可乐KO |
| 0.66% | 0.67% | $535.7万 | 6.6万股 | $487.9万 | 6.4万股 | +1,769股+2.76% | 加仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.65% | 0.63% | $533.2万 | 3.2万股 | $458.4万 | 2.6万股 | +5,563股+21.05% | 加仓 |
 德州仪器TXN |
| 0.62% | 0.75% | $508.7万 | 1.7万股 | $548.6万 | 2.8万股 | -1.1万股-39.61% | 减仓 |
 黑石集团BX |
| 0.61% | 0.57% | $500.5万 | 4.3万股 | $414.5万 | 3.6万股 | +6,490股+18.00% | 加仓 |
 再生元REGN |
| 0.61% | 0.82% | $500.5万 | 8,027股 | $600.9万 | 7,777股 | +250股+3.21% | 加仓 |
 欧特克ADSK |
| 0.6% | 0.81% | $484.4万 | 2.5万股 | $592.7万 | 2.5万股 | +158股+0.64% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.59% | 0.54% | $479.2万 | 8.0万股 | $391.7万 | 6.9万股 | +1.1万股+15.93% | 加仓 |
 联合太平洋铁路UNP |
| 0.56% | 0.59% | $454.0万 | 1.7万股 | $428.1万 | 1.8万股 | -951股-5.39% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.54% | 0.54% | $443.6万 | 1.4万股 | $393.6万 | 1.5万股 | -597股-4.11% | 减仓 |
 强生JNJ |
| 0.54% | 0.6% | $442.0万 | 1.7万股 | $438.7万 | 1.8万股 | -543股-3.03% | 减仓 |
 林德LIN |
| 0.54% | 0.61% | $438.8万 | 8,456股 | $442.6万 | 8,927股 | -471股-5.28% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.49% | 0.58% | $400.8万 | 2.6万股 | $425.8万 | 2.7万股 | -601股-2.22% | 减仓 |
 星巴克SBUX |
| 0.49% | 0.5% | $399.4万 | 3.9万股 | $366.2万 | 4.1万股 | -1,785股-4.37% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.49% | 0.26% | $397.6万 | 5.6万股 | $187.6万 | 2.4万股 | +3.1万股+128.19% | 加仓 |
 赛富时CRM |
| 0.49% | 0.68% | $397.3万 | 2.5万股 | $497.5万 | 2.7万股 | -1,292股-4.85% | 减仓 |
 CVS健康CVS |
| 0.48% | 0.38% | $388.7万 | 3.8万股 | $278.5万 | 3.9万股 | -1,208股-3.11% | 减仓 |
 HALEON SPON ADSHLN |
| 0.47% | 0.5% | $384.8万 | 41.2万股 | $362.8万 | 36.2万股 | +5.0万股+13.80% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.47% | 0.33% | $383.9万 | 7,673股 | $240.7万 | 5,023股 | +2,650股+52.76% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.47% | 0.57% | $383.5万 | 15.6万股 | $413.0万 | 14.4万股 | +1.2万股+8.58% | 加仓 |
 ADPADP |
| 0.45% | 0.48% | $369.6万 | 1.7万股 | $349.2万 | 1.7万股 | -684股-3.98% | 减仓 |
 ExpediaEXPE |
| 0.45% | 0.47% | $367.3万 | 2.3万股 | $340.0万 | 2.4万股 | -1,205股-5.08% | 减仓 |
| T赛默飞世尔TMO |
| 0.45% | 0.51% | $363.5万 | 7,251股 | $370.9万 | 7,543股 | -292股-3.87% | 减仓 |
