 苹果AAPL |
| 20.32% | 20.36% | $2.55亿 | 88.3万股 | $2.28亿 | 89.9万股 | -1.6万股-1.80% | 减仓 |
 谷歌AGOOGL |
| 10.79% | 9.84% | $1.36亿 | 37.9万股 | $1.10亿 | 38.3万股 | -4,008股-1.05% | 减仓 |
 亚马逊AMZN |
| 7.97% | 7.84% | $1.00亿 | 42.0万股 | $8,781.6万 | 42.2万股 | -1,600股-0.38% | 减仓 |
 英伟达NVDA |
| 4.94% | 4.87% | $6,208.5万 | 31.0万股 | $5,451.0万 | 31.3万股 | -2,275股-0.73% | 减仓 |
 微软MSFT |
| 4.41% | 4.92% | $5,540.5万 | 14.9万股 | $5,509.9万 | 14.9万股 | -317股-0.21% | 减仓 |
 XPOXPO |
| 4.17% | 4.94% | $5,238.0万 | 25.5万股 | $5,530.3万 | 28.4万股 | -2.9万股-10.24% | 减仓 |
 Meta平台META |
| 4.17% | 4.54% | $5,237.5万 | 9.3万股 | $5,089.7万 | 8.9万股 | +4,021股+4.52% | 加仓 |
 VertivVRT |
| 4% | 3.88% | $5,028.3万 | 15.0万股 | $4,344.6万 | 17.3万股 | -2.3万股-13.38% | 减仓 |
 摩根大通JPM |
| 3.91% | 3.99% | $4,916.9万 | 15.0万股 | $4,472.2万 | 15.2万股 | -1,819股-1.20% | 减仓 |
 黑石集团BX |
| 3.37% | 3.65% | $4,235.0万 | 36.0万股 | $4,088.3万 | 35.6万股 | +4,372股+1.23% | 加仓 |
 礼来LLY |
| 3.26% | 2.53% | $4,099.2万 | 3.4万股 | $2,839.0万 | 3.1万股 | +3,310股+10.72% | 加仓 |
 VisaV |
| 2.82% | 2.78% | $3,540.3万 | 10.3万股 | $3,111.7万 | 10.3万股 | +235股+0.23% | 加仓 |
 REDDIT CL ARDDT |
| 2.2% | 1.82% | $2,761.0万 | 15.9万股 | $2,034.1万 | 15.1万股 | +7,995股+5.29% | 加仓 |
| QQXOQXO |
| 2.17% | 2.11% | $2,727.2万 | 157.8万股 | $2,362.1万 | 121.6万股 | +36.2万股+29.76% | 加仓 |
 GE VernovaGEV |
| 1.92% | 1.71% | $2,411.0万 | 2.1万股 | $1,915.4万 | 2.2万股 | -1,421股-6.48% | 减仓 |
 史赛克SYK |
| 1.86% | 2.18% | $2,338.9万 | 7.4万股 | $2,446.4万 | 7.4万股 | -162股-0.22% | 减仓 |
 家得宝HD |
| 1.38% | 1.43% | $1,738.6万 | 4.9万股 | $1,600.0万 | 4.9万股 | +648股+1.33% | 加仓 |
 艾伯维ABBV |
| 1.36% | 1.33% | $1,705.4万 | 6.8万股 | $1,484.7万 | 6.8万股 | -497股-0.73% | 减仓 |
 美国运通AXP |
| 1.29% | 1.26% | $1,619.6万 | 4.8万股 | $1,413.6万 | 4.7万股 | +1,150股+2.46% | 加仓 |
| TTITAN INTL INC ILL COMTWI |
| 1.28% | 1.31% | $1,614.0万 | 209.3万股 | $1,466.8万 | 212.3万股 | -2.9万股-1.38% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.24% | 1.15% | $1,562.8万 | 4.4万股 | $1,289.2万 | 4.5万股 | -710股-1.58% | 减仓 |
 ARCUTIS BIOTHERAPEUTICSARQT |
| 1.24% | 1.19% | $1,560.1万 | 59.5万股 | $1,335.2万 | 56.7万股 | +2.8万股+4.99% | 加仓 |
 好市多COST |
| 1.2% | 1.42% | $1,511.9万 | 1.6万股 | $1,594.5万 | 1.6万股 | +160股+1.00% | 加仓 |
 GE航空GE |
| 1.2% | 1.01% | $1,505.6万 | 4.0万股 | $1,126.9万 | 4.0万股 | +575股+1.45% | 加仓 |
 嘉信理财SCHW |
| 0.98% | 0.52% | $1,229.8万 | 13.3万股 | $583.8万 | 6.2万股 | +7.1万股+114.56% | 加仓 |
 星座能源CEG |
| 0.65% | 1.05% | $811.9万 | 3.3万股 | $1,173.8万 | 4.2万股 | -9,347股-22.24% | 减仓 |
 默沙东MRK |
| 0.62% | 0.61% | $778.0万 | 6.1万股 | $684.3万 | 5.7万股 | +3,660股+6.43% | 加仓 |
| V先锋领航指数基金VB |
| 0.43% | 0.43% | $536.0万 | 1.8万股 | $484.1万 | 1.8万股 | -800股-4.33% | 减仓 |
| V先锋领航指数基金VOO |
| 0.35% | 0.3% | $434.3万 | 5,897股 | $340.4万 | 5,897股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.33% | 0.37% | $414.6万 | 2.8万股 | $416.1万 | 2.8万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.3% | 0.33% | $372.5万 | 1.5万股 | $364.4万 | 1.5万股 | -237股-1.59% | 减仓 |
 辉瑞PFE |
| 0.28% | 0.49% | $349.2万 | 14.5万股 | $553.9万 | 19.7万股 | -5.2万股-26.50% | 减仓 |
 宣伟SHW |
| 0.22% | 0.33% | $282.3万 | 8,200股 | $375.0万 | 1.2万股 | -3,500股-29.91% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | 0.22% | $245.9万 | 4,915股 | $245.1万 | 5,115股 | -200股-3.91% | 减仓 |
 博通AVGO |
| 0.19% | — | $243.3万 | 6,442股 | $0 | 0股 | +6,442股 | 新买入 |
 雷神技术RTX |
| 0.18% | 0.24% | $231.0万 | 1.2万股 | $273.4万 | 1.4万股 | -2,000股-14.11% | 减仓 |
 TJXTJX |
| 0.17% | 0.2% | $212.7万 | 1.4万股 | $224.2万 | 1.4万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.17% | 0.13% | $211.9万 | 4,437股 | $149.9万 | 4,437股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.16% | 0.19% | $204.5万 | 2.3万股 | $217.3万 | 2.3万股 | -100股-0.43% | 减仓 |
 通用动力GD |
| 0.13% | 0.15% | $168.2万 | 4,749股 | $163.0万 | 4,749股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.13% | 0.13% | $164.0万 | 2,585股 | $145.6万 | 2,585股 | 00.00% | 持仓不变 |
| EENCOMPASS HEALTH COMEHC |
| 0.12% | 0.13% | $154.8万 | 1.5万股 | $144.9万 | 1.5万股 | +330股+2.20% | 加仓 |
 安费诺APH |
| 0.11% | 0.09% | $137.4万 | 7,790股 | $95.4万 | 7,550股 | +240股+3.18% | 加仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.11% | 0.1% | $135.9万 | 2.4万股 | $115.7万 | 2.5万股 | -800股-3.21% | 减仓 |
 DANAHER DEL COMDHR |
| 0.1% | 0.12% | $124.9万 | 6,555股 | $134.3万 | 7,085股 | -530股-7.48% | 减仓 |
| BBANK OF AMERBAC |
| 0.1% | 0.09% | $120.5万 | 2.1万股 | $103.1万 | 2.1万股 | 00.00% | 持仓不变 |
| VVILLAGE FARMS INTERNATIONAL INCORPORATED (CANADA)VFF |
| 0.09% | 0.15% | $115.1万 | 57.5万股 | $163.4万 | 57.5万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.09% | 0.09% | $114.5万 | 6,327股 | $104.6万 | 6,327股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 0.08% | 0.08% | $100.5万 | 2,700股 | $91.4万 | 2,700股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.07% | 0.07% | $92.5万 | 2,500股 | $80.2万 | 2,500股 | 00.00% | 持仓不变 |
