 英伟达NVDA |
| 7.67% | 7.87% | $7.19亿 | 359.4万股 | $6.63亿 | 355.6万股 | +3.8万股+1.06% | 加仓 |
 苹果AAPL |
| 5.87% | 6.16% | $5.51亿 | 190.4万股 | $5.19亿 | 190.8万股 | -4,201股-0.22% | 减仓 |
| IiShares安硕信托IVV |
| 4.55% | 4.44% | $4.27亿 | 57.0万股 | $3.74亿 | 54.6万股 | +2.4万股+4.37% | 加仓 |
 微软MSFT |
| 4.01% | 5.52% | $3.76亿 | 100.7万股 | $4.65亿 | 96.1万股 | +4.7万股+4.84% | 加仓 |
 亚马逊AMZN |
| 3.23% | 3.44% | $3.03亿 | 127.3万股 | $2.89亿 | 125.4万股 | +1.9万股+1.48% | 加仓 |
 谷歌AGOOGL |
| 2.73% | 2.73% | $2.56亿 | 71.7万股 | $2.30亿 | 73.5万股 | -1.8万股-2.46% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.73% | 2.69% | $2.56亿 | 72.3万股 | $2.26亿 | 72.1万股 | +2,464股+0.34% | 加仓 |
 博通AVGO |
| 2.53% | 2.55% | $2.37亿 | 62.7万股 | $2.14亿 | 62.0万股 | +7,234股+1.17% | 加仓 |
| V先锋领航指数基金VOO |
| 2.32% | 1.63% | $2.17亿 | 31.6万股 | $1.38亿 | 21.9万股 | +9.7万股+44.10% | 加仓 |
 美光科技MU |
| 1.91% | 0.44% | $1.79亿 | 15.5万股 | $3,664.4万 | 12.8万股 | +2.7万股+20.98% | 加仓 |
 特斯拉TSLA |
| 1.55% | 1.89% | $1.45亿 | 34.5万股 | $1.59亿 | 35.4万股 | -8,982股-2.54% | 减仓 |
 Meta平台META |
| 1.52% | 2.15% | $1.42亿 | 25.3万股 | $1.81亿 | 27.5万股 | -2.2万股-8.01% | 减仓 |
 礼来LLY |
| 1.45% | 1.45% | $1.36亿 | 11.4万股 | $1.22亿 | 11.3万股 | +100股+0.09% | 加仓 |
 AMD超威AMD |
| 1.4% | 0.68% | $1.31亿 | 22.6万股 | $5,757.1万 | 26.9万股 | -4.3万股-16.02% | 减仓 |
 摩根大通JPM |
| 1.05% | 1.17% | $9,887.6万 | 30.2万股 | $9,826.4万 | 30.5万股 | -2,892股-0.95% | 减仓 |
 VisaV |
| 1.04% | 0.85% | $9,793.2万 | 28.5万股 | $7,132.6万 | 20.3万股 | +8.2万股+40.35% | 加仓 |
 应用材料AMAT |
| 0.85% | 0.35% | $7,987.8万 | 11.0万股 | $2,944.8万 | 11.5万股 | -4,108股-3.58% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.83% | 0.97% | $7,753.6万 | 15.5万股 | $8,200.4万 | 16.3万股 | -8,191股-5.02% | 减仓 |
 泛林集团LRCX |
| 0.78% | 0.38% | $7,356.1万 | 17.0万股 | $3,186.1万 | 18.6万股 | -1.6万股-8.79% | 减仓 |
 英特尔INTC |
| 0.78% | 0.21% | $7,288.8万 | 52.2万股 | $1,799.3万 | 48.8万股 | +3.4万股+7.06% | 加仓 |
 强生JNJ |
| 0.73% | 0.72% | $6,826.0万 | 26.9万股 | $6,045.2万 | 29.2万股 | -2.3万股-7.99% | 减仓 |
 沃尔玛WMT |
| 0.71% | 0.77% | $6,684.8万 | 59.0万股 | $6,503.5万 | 58.4万股 | +6,475股+1.11% | 加仓 |
 QUANTA SVCSPWR |
| 0.69% | 0.39% | $6,512.2万 | 9.0万股 | $3,299.4万 | 7.8万股 | +1.2万股+15.69% | 加仓 |
 派克汉尼汾PH |
| 0.69% | 0.61% | $6,482.8万 | 6.6万股 | $5,129.8万 | 5.8万股 | +7,916股+13.56% | 加仓 |
| MMASTECMTZ |
| 0.69% | 0.48% | $6,446.9万 | 15.5万股 | $4,019.6万 | 18.5万股 | -3.0万股-16.21% | 减仓 |
 埃克森美孚XOM |
| 0.68% | 0.67% | $6,349.1万 | 46.4万股 | $5,645.3万 | 46.9万股 | -4,727股-1.01% | 减仓 |
 好市多COST |
| 0.67% | 0.68% | $6,242.4万 | 6.7万股 | $5,705.2万 | 6.6万股 | +570股+0.86% | 加仓 |
 GE VernovaGEV |
| 0.66% | 0.24% | $6,222.3万 | 5.3万股 | $2,016.1万 | 3.1万股 | +2.2万股+71.69% | 加仓 |
 台积电TSM |
| 0.64% | — | $5,999.0万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
 思科CSCO |
| 0.64% | 0.45% | $5,981.7万 | 50.9万股 | $3,828.0万 | 49.7万股 | +1.2万股+2.48% | 加仓 |
 万事达MA |
| 0.61% | 0.79% | $5,767.0万 | 11.2万股 | $6,629.5万 | 11.6万股 | -3,843股-3.31% | 减仓 |
 卡特彼勒CAT |
| 0.59% | 0.35% | $5,577.9万 | 5.2万股 | $2,951.1万 | 5.2万股 | +866股+1.68% | 加仓 |
 艾伯维ABBV |
| 0.53% | 0.53% | $4,971.6万 | 19.8万股 | $4,450.0万 | 19.5万股 | +2,812股+1.44% | 加仓 |
 科磊KLAC |
| 0.47% | 0.25% | $4,414.8万 | 14.6万股 | $2,075.2万 | 1.7万股 | +12.9万股+756.75% | 加仓 |
 CLEAN HARBORSCLH |
| 0.47% | 0.11% | $4,362.0万 | 14.6万股 | $916.6万 | 3.9万股 | +10.7万股+273.52% | 加仓 |
 GE航空GE |
| 0.46% | 0.43% | $4,348.8万 | 11.6万股 | $3,588.5万 | 11.6万股 | -137股-0.12% | 减仓 |
| BBANK OF AMERBAC |
| 0.46% | 0.51% | $4,318.4万 | 75.8万股 | $4,299.8万 | 78.2万股 | -2.4万股-3.06% | 减仓 |
 联合健康UNH |
| 0.45% | 0.39% | $4,214.6万 | 10.1万股 | $3,298.0万 | 10.0万股 | +1,498股+1.50% | 加仓 |
 家得宝HD |
| 0.42% | 0.45% | $3,932.8万 | 11.2万股 | $3,774.2万 | 11.0万股 | +1,830股+1.67% | 加仓 |
 VertivVRT |
| 0.42% | 1.08% | $3,906.1万 | 11.7万股 | $9,135.0万 | 56.4万股 | -44.7万股-79.31% | 减仓 |
 Watts水技术WTS |
| 0.41% | 0.01% | $3,839.5万 | 9.8万股 | $112.0万 | 4,056股 | +9.4万股+2,318.27% | 加仓 |
 NETFLIXNFLX |
| 0.4% | 0.55% | $3,767.0万 | 52.8万股 | $4,655.8万 | 49.7万股 | +3.1万股+6.25% | 加仓 |
 默沙东MRK |
| 0.38% | 0.35% | $3,578.1万 | 27.8万股 | $2,921.7万 | 27.8万股 | +886股+0.32% | 加仓 |
 高盛GS |
| 0.36% | 0.35% | $3,389.7万 | 3.4万股 | $2,989.4万 | 3.4万股 | -493股-1.45% | 减仓 |
 迈威尔MRVL |
| 0.36% | 0.15% | $3,379.7万 | 11.3万股 | $1,239.3万 | 14.6万股 | -3.2万股-22.20% | 减仓 |
| N新纪元能源NEE |
| 0.35% | 0.29% | $3,250.0万 | 37.0万股 | $2,458.6万 | 30.6万股 | +6.4万股+20.91% | 加仓 |
| EESCO TECHNOLOGIESESE |
| 0.33% | 0.14% | $3,108.1万 | 8.9万股 | $1,219.4万 | 6.2万股 | +2.6万股+42.28% | 加仓 |
 PALO ALTOPANW |
| 0.33% | 0.19% | $3,106.3万 | 9.1万股 | $1,614.5万 | 8.8万股 | +3,440股+3.92% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.33% | 0.06% | $3,096.4万 | 1.6万股 | $528.7万 | 5,665股 | +9,958股+175.78% | 加仓 |
 德州仪器TXN |
| 0.32% | 0.21% | $3,031.4万 | 10.2万股 | $1,734.3万 | 10.0万股 | +1,737股+1.74% | 加仓 |
