 谷歌AGOOGL |
| 5.45% | 5.69% | $1,701.3万 | 4.8万股 | $1,331.3万 | 4.6万股 | +1,369股+2.96% | 加仓 |
 亚马逊AMZN |
| 4% | 4.37% | $1,246.8万 | 5.2万股 | $1,022.2万 | 4.9万股 | +3,242股+6.61% | 加仓 |
 微软MSFT |
| 3.96% | 4.6% | $1,233.9万 | 3.3万股 | $1,076.0万 | 2.9万股 | +4,035股+13.87% | 加仓 |
 博通AVGO |
| 3.79% | 3.94% | $1,182.7万 | 3.1万股 | $921.3万 | 3.0万股 | +1,015股+3.34% | 加仓 |
 万事达MA |
| 3.66% | 3.54% | $1,143.2万 | 2.2万股 | $827.7万 | 1.7万股 | +5,396股+31.96% | 加仓 |
| BBANK OF AMERBAC |
| 3.39% | 3.36% | $1,056.7万 | 18.5万股 | $785.7万 | 16.1万股 | +2.5万股+15.26% | 加仓 |
 艾伯维ABBV |
| 3.32% | 3.19% | $1,035.4万 | 4.1万股 | $746.2万 | 3.5万股 | +6,525股+18.88% | 加仓 |
 应用材料AMAT |
| 3.08% | 2.26% | $959.5万 | 1.3万股 | $527.4万 | 1.6万股 | -2,257股-14.46% | 减仓 |
 苹果AAPL |
| 3.05% | 3.46% | $951.3万 | 3.3万股 | $808.4万 | 3.2万股 | +1,155股+3.63% | 加仓 |
 英伟达NVDA |
| 2.85% | 0.18% | $888.1万 | 4.5万股 | $41.9万 | 1.0万股 | +3.4万股+332.57% | 加仓 |
 AMETEK COMAME |
| 2.83% | 2.84% | $882.0万 | 3.7万股 | $664.5万 | 3.1万股 | +5,615股+18.15% | 加仓 |
 TJXTJX |
| 2.8% | 3.5% | $874.9万 | 5.8万股 | $818.0万 | 5.2万股 | +6,144股+11.90% | 加仓 |
 联合健康UNH |
| 2.67% | 2.29% | $833.7万 | 2.0万股 | $536.3万 | 2.0万股 | +66股+0.33% | 加仓 |
 特灵科技TT |
| 2.53% | 2.32% | $790.5万 | 1.6万股 | $542.4万 | 1.3万股 | +3,087股+23.65% | 加仓 |
 沃尔玛WMT |
| 2.44% | 2.94% | $761.4万 | 6.7万股 | $687.4万 | 5.5万股 | +1.2万股+21.44% | 加仓 |
 DANAHER DEL COMDHR |
| 2.39% | 2.43% | $744.6万 | 3.9万股 | $567.4万 | 3.6万股 | +3,160股+8.81% | 加仓 |
 台积电TSM |
| 2.3% | 2.14% | $718.6万 | 1.5万股 | $499.9万 | 1.5万股 | +256股+1.72% | 加仓 |
 HUNTINGTON BANCSHARES COMHBAN |
| 2.3% | 2.3% | $717.5万 | 40.4万股 | $537.4万 | 34.0万股 | +6.5万股+19.07% | 加仓 |
 直觉外科ISRG |
| 2.29% | 2.4% | $712.9万 | 1.8万股 | $560.7万 | 1.2万股 | +5,710股+46.92% | 加仓 |
 艺康ECL |
| 2.23% | 2.18% | $696.0万 | 2.5万股 | $510.2万 | 2.0万股 | +5,479股+28.09% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.17% | 2.26% | $677.3万 | 7.8万股 | $528.5万 | 6.7万股 | +1.1万股+16.19% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.12% | 3.09% | $660.9万 | 5.4万股 | $722.2万 | 4.6万股 | +7,402股+15.99% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 2.06% | 2.65% | $642.4万 | 15.0万股 | $619.8万 | 9.6万股 | +5.5万股+57.28% | 加仓 |
 Arista网络ANET |
| 1.92% | 0.09% | $599.9万 | 3.5万股 | $20.8万 | 1,470股 | +3.4万股+2,313.40% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.65% | 2.03% | $516.0万 | 2.6万股 | $475.7万 | 2.3万股 | +2,489股+10.75% | 加仓 |
 LAS VEGAS SANDS COMLVS |
| 1.6% | 2.09% | $500.5万 | 10.8万股 | $488.1万 | 8.9万股 | +2.0万股+22.32% | 加仓 |
 甲骨文ORCL |
| 1.5% | 1.77% | $466.7万 | 3.2万股 | $413.2万 | 2.8万股 | +3,562股+12.61% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.48% | 1.56% | $462.9万 | 1.2万股 | $365.9万 | 1.3万股 | -797股-6.06% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.44% | 1.49% | $449.2万 | 5.7万股 | $348.1万 | 4.4万股 | +1.3万股+29.68% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.43% | — | $444.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 ServiceNowNOW |
| 1.3% | 1.6% | $404.4万 | 4.1万股 | $373.9万 | 3.5万股 | +5,387股+15.26% | 加仓 |
| FFiservFISV |
| 1.27% | 1.63% | $396.5万 | 8.1万股 | $380.1万 | 6.8万股 | +1.3万股+18.35% | 加仓 |
 TRIMBLE COMTRMB |
| 1.24% | 1.9% | $385.4万 | 7.5万股 | $443.7万 | 6.7万股 | +8,545股+12.79% | 加仓 |
 财捷INTU |
| 1.11% | 0.12% | $344.8万 | 1.3万股 | $26.9万 | 1,540股 | +1.2万股+755.52% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.78% | 0.88% | $243.1万 | 6,880股 | $205.2万 | 7,318股 | -438股-5.99% | 减仓 |
 NETFLIXNFLX |
| 0.73% | 0.88% | $227.2万 | 3.2万股 | $206.1万 | 2.1万股 | +1.0万股+48.59% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.62% | — | $192.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.61% | 0.6% | $191.8万 | 2.3万股 | $140.6万 | 1.9万股 | +4,240股+22.39% | 加仓 |
 泛林集团LRCX |
| 0.55% | 0.17% | $171.6万 | 3,960股 | $40.1万 | 1,733股 | +2,227股+128.51% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 0.53% | 0.1% | $164.8万 | 1.1万股 | $24.1万 | 2,500股 | +8,000股+320.00% | 加仓 |
 Meta平台META |
| 0.53% | 0.42% | $163.9万 | 2,909股 | $98.1万 | 2,188股 | +721股+32.95% | 加仓 |
 迪士尼DIS |
| 0.51% | 0.5% | $158.2万 | 1.6万股 | $117.7万 | 1.2万股 | +4,397股+36.53% | 加仓 |
 PALO ALTOPANW |
| 0.42% | 0.36% | $131.5万 | 3,856股 | $84.0万 | 5,444股 | -1,588股-29.17% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.41% | 0.4% | $127.3万 | 2.1万股 | $93.0万 | 1.1万股 | +1.0万股+91.41% | 加仓 |
 LAUDER ESTEE COS CL AEL |
| 0.39% | 0.53% | $121.9万 | 1.6万股 | $123.4万 | 1.8万股 | -1,286股-7.30% | 减仓 |
 耐克NKE |
| 0.39% | 0.22% | $120.3万 | 2.9万股 | $51.0万 | 9,317股 | +2.0万股+214.51% | 加仓 |
| Q高通QCOM |
| 0.36% | 0.48% | $112.2万 | 6,071股 | $112.3万 | 8,697股 | -2,626股-30.19% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.35% | 0.4% | $109.0万 | 1.4万股 | $93.3万 | 1.1万股 | +2,918股+26.31% | 加仓 |
| V先锋领航指数基金VOO |
| 0.33% | 0.14% | $103.6万 | 1,509股 | $33.5万 | 2,929股 | -1,420股-48.48% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.27% | 0.51% | $85.2万 | 1.8万股 | $119.2万 | 1.8万股 | +225股+1.25% | 加仓 |
