 谷歌AGOOGL |
| 5.88% | 5.95% | $813.4万 | 2.3万股 | $743.2万 | 2.6万股 | -3,084股-11.93% | 减仓 |
 英伟达NVDA |
| 5.69% | 5.22% | $787.5万 | 3.9万股 | $652.2万 | 3.7万股 | +1,958股+5.24% | 加仓 |
 苹果AAPL |
| 5.28% | 4.89% | $731.2万 | 2.5万股 | $610.4万 | 2.4万股 | +1,220股+5.07% | 加仓 |
 微软MSFT |
| 4.43% | 4.69% | $613.2万 | 1.6万股 | $585.4万 | 1.6万股 | +625股+3.95% | 加仓 |
 亚马逊AMZN |
| 3.51% | 3.26% | $485.2万 | 2.0万股 | $406.8万 | 2.0万股 | +825股+4.22% | 加仓 |
| VVICORVICR |
| 2.88% | 1.37% | $398.8万 | 1.1万股 | $170.7万 | 1.1万股 | -100股-0.94% | 减仓 |
 万事达MA |
| 2.75% | 2.93% | $380.9万 | 7,417股 | $366.0万 | 7,325股 | +92股+1.26% | 加仓 |
 博通AVGO |
| 2.67% | 2.33% | $369.6万 | 9,785股 | $290.7万 | 9,393股 | +392股+4.17% | 加仓 |
 VisaV |
| 2.46% | 2.37% | $340.9万 | 9,936股 | $295.9万 | 9,792股 | +144股+1.47% | 加仓 |
 阿斯麦ASML |
| 2.46% | 1.81% | $340.8万 | 1,713股 | $226.3万 | 1,713股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 2.41% | 2.54% | $333.1万 | 4,626股 | $317.1万 | 5,776股 | -1,150股-19.91% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 2.4% | 1.51% | $332.1万 | 4.0万股 | $189.0万 | 2.3万股 | +1.7万股+75.92% | 加仓 |
 ROIVANT SCIENCESROIV |
| 2.3% | 1.98% | $319.0万 | 9.0万股 | $247.3万 | 8.9万股 | +838股+0.94% | 加仓 |
 沃尔玛WMT |
| 2.29% | 2.76% | $316.4万 | 2.8万股 | $344.6万 | 2.8万股 | +212股+0.76% | 加仓 |
| IINDIVIOR PHARMACEUTICALSINDV |
| 2.18% | 2.35% | $302.1万 | 7.4万股 | $293.1万 | 9.6万股 | -2.3万股-23.43% | 减仓 |
 好市多COST |
| 2.15% | 2.45% | $297.1万 | 3,176股 | $305.9万 | 3,070股 | +106股+3.45% | 加仓 |
 HCA医疗HCA |
| 1.87% | 2.51% | $258.4万 | 6,627股 | $313.2万 | 6,618股 | +9股+0.14% | 加仓 |
 特灵科技TT |
| 1.84% | 1.69% | $254.4万 | 5,179股 | $211.1万 | 5,066股 | +113股+2.23% | 加仓 |
| V先锋领航指数基金VOO |
| 1.61% | 1.35% | $223.1万 | 3,248股 | $168.9万 | 2,827股 | +421股+14.89% | 加仓 |
 家得宝HD |
| 1.54% | 1.51% | $213.0万 | 6,041股 | $188.4万 | 5,729股 | +312股+5.45% | 加仓 |
 派克汉尼汾PH |
| 1.53% | 1.5% | $211.8万 | 2,165股 | $187.6万 | 2,095股 | +70股+3.34% | 加仓 |
| T赛默飞世尔TMO |
| 1.42% | 1.5% | $196.9万 | 3,928股 | $187.6万 | 3,816股 | +112股+2.94% | 加仓 |
 CINTAS COMCTAS |
| 1.4% | 1.54% | $193.8万 | 1.1万股 | $192.4万 | 1.1万股 | +19股+0.17% | 加仓 |
 麦当劳MCD |
| 1.39% | 1.76% | $192.1万 | 7,106股 | $219.9万 | 7,076股 | +30股+0.42% | 加仓 |
| N新纪元能源NEE |
| 1.38% | 1.61% | $191.3万 | 2.2万股 | $201.5万 | 2.2万股 | +104股+0.48% | 加仓 |
 T-MOBILE US COMTMUS |
| 1.35% | 1.8% | $187.2万 | 1.1万股 | $225.1万 | 1.1万股 | +443股+4.13% | 加仓 |
 摩根大通JPM |
| 1.28% | 1.23% | $176.5万 | 5,392股 | $153.0万 | 5,203股 | +189股+3.63% | 加仓 |
 TJXTJX |
| 1.21% | 1.37% | $167.0万 | 1.1万股 | $170.9万 | 1.1万股 | +325股+3.04% | 加仓 |
| IiShares安硕信托SHYG |
| 1.19% | 1.29% | $164.2万 | 3.9万股 | $161.8万 | 3.8万股 | +490股+1.28% | 加仓 |
 埃克森美孚XOM |
| 1.16% | 1.57% | $160.1万 | 1.2万股 | $196.4万 | 1.2万股 | +136股+1.17% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.1% | 1.11% | $152.2万 | 3,041股 | $139.1万 | 2,902股 | +139股+4.79% | 加仓 |
 标普全球SPGI |
| 1.07% | 1.2% | $148.8万 | 3,653股 | $149.7万 | 3,519股 | +134股+3.81% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.9% | 3.7% | $124.9万 | 4.9万股 | $462.7万 | 30.9万股 | -26.1万股-84.22% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.9% | 1.03% | $124.7万 | 9,476股 | $128.2万 | 9,419股 | +57股+0.61% | 加仓 |
| IiShares安硕信托HYG |
| 0.88% | 0.82% | $121.6万 | 1.5万股 | $102.6万 | 1.3万股 | +2,304股+17.86% | 加仓 |
| IiShares安硕信托EMB |
| 0.76% | 0.82% | $104.8万 | 1.1万股 | $102.2万 | 1.1万股 | -8股-0.07% | 减仓 |
 科磊KLAC |
| 0.76% | 0.4% | $104.7万 | 3,472股 | $50.1万 | 341股 | +3,131股+918.18% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.74% | 0.56% | $102.7万 | 2,906股 | $70.1万 | 2,443股 | +463股+18.95% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.71% | 1.04% | $98.3万 | 1,931股 | $130.4万 | 1,912股 | +19股+0.99% | 加仓 |
| F第一信托·UST SENIOR LOAN FUNDFTSL |
| 0.7% | 0.78% | $97.0万 | 2.2万股 | $97.0万 | 2.2万股 | +8股+0.04% | 加仓 |
 特斯拉TSLA |
| 0.64% | 0.57% | $89.0万 | 2,117股 | $71.6万 | 1,925股 | +192股+9.97% | 加仓 |
 AMD超威AMD |
| 0.62% | 0.22% | $85.4万 | 1,470股 | $27.7万 | 1,360股 | +110股+8.09% | 加仓 |
 希捷STX |
| 0.6% | 0.22% | $82.7万 | 857股 | $27.7万 | 706股 | +151股+21.39% | 加仓 |
 林德LIN |
| 0.59% | 0.62% | $81.3万 | 1,566股 | $77.2万 | 1,557股 | +9股+0.58% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.59% | 0.55% | $81.0万 | 1,084股 | $68.1万 | 1,048股 | +36股+3.44% | 加仓 |
| S道富SPHY |
| 0.55% | 0.45% | $76.0万 | 3.2万股 | $56.0万 | 2.4万股 | +8,392股+34.93% | 加仓 |
| C花旗集团C |
| 0.48% | 0.4% | $66.0万 | 4,712股 | $49.5万 | 4,363股 | +349股+8.00% | 加仓 |
 Meta平台META |
| 0.46% | 0.46% | $64.0万 | 1,137股 | $57.2万 | 999股 | +138股+13.81% | 加仓 |
 联合健康UNH |
| 0.45% | 0.29% | $62.1万 | 1,494股 | $36.3万 | 1,342股 | +152股+11.33% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.42% | 0.38% | $58.6万 | 3,168股 | $47.1万 | 2,992股 | +176股+5.88% | 加仓 |
