 PRICE T ROWE COMTROW |
| 12.4% | 12.64% | $5,162.4万 | 45.4万股 | $4,166.2万 | 46.2万股 | -8,123股-1.76% | 减仓 |
 英伟达NVDA |
| 6.23% | 6.75% | $2,595.0万 | 13.0万股 | $2,224.2万 | 12.8万股 | +2,156股+1.69% | 加仓 |
 苹果AAPL |
| 4.41% | 4.66% | $1,834.6万 | 6.3万股 | $1,534.6万 | 6.0万股 | +2,934股+4.85% | 加仓 |
 微软MSFT |
| 2.7% | 3.54% | $1,125.0万 | 3.0万股 | $1,166.0万 | 3.1万股 | -1,340股-4.25% | 减仓 |
 谷歌AGOOGL |
| 2.38% | 2.38% | $989.8万 | 2.8万股 | $784.5万 | 2.7万股 | +415股+1.52% | 加仓 |
| IiShares安硕信托IWV |
| 2.05% | 2.08% | $852.3万 | 2.0万股 | $684.2万 | 1.8万股 | +1,532股+8.30% | 加仓 |
 美光科技MU |
| 2.01% | 0.73% | $838.9万 | 7,268股 | $240.5万 | 7,119股 | +149股+2.09% | 加仓 |
 Meta平台META |
| 1.89% | 2.35% | $788.0万 | 1.4万股 | $775.9万 | 1.4万股 | +428股+3.16% | 加仓 |
 博通AVGO |
| 1.67% | 1.64% | $693.7万 | 1.8万股 | $538.8万 | 1.7万股 | +955股+5.49% | 加仓 |
 亚马逊AMZN |
| 1.59% | 1.82% | $663.2万 | 2.8万股 | $599.1万 | 2.9万股 | -943股-3.28% | 减仓 |
| SSPDR黄金信托GLD |
| 1.29% | 1.9% | $536.0万 | 1.5万股 | $626.1万 | 1.5万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 1.28% | 0.55% | $532.1万 | 1.8万股 | $181.8万 | 1.8万股 | -492股-2.68% | 减仓 |
 Arista网络ANET |
| 1.09% | 0.97% | $455.6万 | 2.7万股 | $318.5万 | 2.6万股 | +879股+3.39% | 加仓 |
 相干公司COHR |
| 1.09% | 0.79% | $452.2万 | 1.1万股 | $260.1万 | 1.1万股 | +545股+4.99% | 加仓 |
 捷普JBL |
| 1.01% | 0.93% | $422.3万 | 1.1万股 | $305.8万 | 1.2万股 | -559股-4.85% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.99% | 0.97% | $411.3万 | 3.3万股 | $320.4万 | 7,515股 | +2.6万股+340.72% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.97% | 1.15% | $405.3万 | 8,100股 | $377.6万 | 7,879股 | +221股+2.80% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.93% | 0.82% | $388.4万 | 2.0万股 | $270.9万 | 2.0万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.87% | 0.5% | $362.4万 | 1.1万股 | $165.6万 | 1.0万股 | +297股+2.88% | 加仓 |
 思科CSCO |
| 0.83% | 0.68% | $344.7万 | 2.9万股 | $223.2万 | 2.9万股 | +575股+2.00% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.83% | — | $344.5万 | 4,104股 | $0 | 0股 | +4,104股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.82% | 0.87% | $339.6万 | 4,548股 | $285.0万 | 4,383股 | +165股+3.76% | 加仓 |
 南方电力SO |
| 0.8% | 1.02% | $335.1万 | 3.5万股 | $336.8万 | 3.5万股 | +115股+0.33% | 加仓 |
| IiShares安硕信托IWD |
| 0.78% | 0.82% | $326.2万 | 1.3万股 | $268.8万 | 1.3万股 | +877股+6.97% | 加仓 |
 埃克森美孚XOM |
| 0.77% | 1.22% | $319.4万 | 2.3万股 | $403.1万 | 2.4万股 | -394股-1.66% | 减仓 |
 万豪MAR |
| 0.73% | 0.82% | $305.5万 | 8,243股 | $268.9万 | 8,222股 | +21股+0.26% | 加仓 |
 礼来LLY |
| 0.71% | 0.64% | $295.3万 | 2,462股 | $211.3万 | 2,297股 | +165股+7.18% | 加仓 |
 摩根大通JPM |
| 0.68% | 0.73% | $284.2万 | 8,683股 | $239.7万 | 8,147股 | +536股+6.58% | 加仓 |
 特斯拉TSLA |
| 0.66% | 0.7% | $275.8万 | 6,557股 | $229.7万 | 6,179股 | +378股+6.12% | 加仓 |
 应用材料AMAT |
| 0.63% | 0.35% | $262.1万 | 3,625股 | $115.4万 | 3,377股 | +248股+7.34% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.61% | 0.71% | $253.2万 | 8,047股 | $234.7万 | 8,179股 | -132股-1.61% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.6% | 0.47% | $248.2万 | 7,024股 | $155.9万 | 5,435股 | +1,589股+29.24% | 加仓 |
 沃尔玛WMT |
| 0.59% | 0.84% | $247.3万 | 2.2万股 | $275.4万 | 2.2万股 | -327股-1.48% | 减仓 |
 AMD超威AMD |
| 0.59% | 0.24% | $247.1万 | 4,254股 | $78.1万 | 3,838股 | +416股+10.84% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.59% | 0.6% | $245.5万 | 2.4万股 | $196.2万 | 2.0万股 | +3,433股+16.99% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.55% | 0.51% | $228.1万 | 6,077股 | $167.7万 | 6,036股 | +41股+0.68% | 加仓 |
 GE航空GE |
| 0.54% | 0.51% | $224.7万 | 6,013股 | $167.5万 | 5,903股 | +110股+1.86% | 加仓 |
 迪尔DE |
| 0.49% | 0.55% | $202.7万 | 3,195股 | $179.7万 | 3,191股 | +4股+0.13% | 加仓 |
 伊顿ETN |
| 0.49% | 0.51% | $202.2万 | 4,745股 | $167.2万 | 4,675股 | +70股+1.50% | 加仓 |
 雷神技术RTX |
| 0.47% | 0.57% | $193.7万 | 1.0万股 | $188.2万 | 9,754股 | +455股+4.66% | 加仓 |
 甲骨文ORCL |
| 0.46% | 0.53% | $189.5万 | 1.3万股 | $175.2万 | 1.2万股 | +1,019股+8.55% | 加仓 |
 GE VernovaGEV |
| 0.45% | 0.44% | $186.2万 | 1,585股 | $144.1万 | 1,651股 | -66股-4.00% | 减仓 |
 宝洁PG |
| 0.44% | 0.57% | $184.3万 | 1.3万股 | $187.7万 | 1.3万股 | -428股-3.29% | 减仓 |
| G高盛ETF信托GTOP |
| 0.44% | 0.41% | $181.9万 | 3.7万股 | $136.1万 | 3.8万股 | -1,055股-2.81% | 减仓 |
 TwilioTWLO |
| 0.42% | 0.31% | $173.2万 | 8,393股 | $103.1万 | 8,196股 | +197股+2.40% | 加仓 |
 摩根士丹利MS |
| 0.41% | 0.21% | $171.5万 | 8,203股 | $67.6万 | 4,109股 | +4,094股+99.63% | 加仓 |
 强生JNJ |
| 0.41% | 0.47% | $170.1万 | 6,697股 | $155.4万 | 6,358股 | +339股+5.33% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.41% | 0.46% | $169.6万 | 7,972股 | $153.0万 | 7,972股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.4% | 0.34% | $166.0万 | 2,254股 | $112.6万 | 1,951股 | +303股+15.53% | 加仓 |
 NETFLIXNFLX |
| 0.39% | 0.68% | $160.8万 | 2.3万股 | $224.4万 | 2.3万股 | -813股-3.48% | 减仓 |
