 台积电TSM |
| 10.87% | 8.47% | $1,121.0万 | 2.3万股 | $798.5万 | 2.4万股 | -116股-0.49% | 减仓 |
 谷歌AGOOGL |
| 9.79% | 8.56% | $1,009.3万 | 2.8万股 | $806.9万 | 2.8万股 | +184股+0.66% | 加仓 |
 TransDigmTDG |
| 7.87% | 7.46% | $811.1万 | 6,089股 | $703.3万 | 6,070股 | +19股+0.31% | 加仓 |
 希尔顿HLT |
| 7.39% | 7.35% | $761.8万 | 2.3万股 | $693.4万 | 2.3万股 | +250股+1.10% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 7.17% | 7.86% | $739.2万 | 8.0万股 | $741.6万 | 8.0万股 | -71股-0.09% | 减仓 |
 英伟达NVDA |
| 6.97% | 7.72% | $719.2万 | 3.6万股 | $728.3万 | 4.2万股 | -5,815股-13.93% | 减仓 |
 VisaV |
| 5.91% | 5.67% | $609.1万 | 1.8万股 | $534.6万 | 1.8万股 | +67股+0.38% | 加仓 |
 特灵科技TT |
| 5.37% | 5.78% | $553.3万 | 1.1万股 | $545.3万 | 1.3万股 | -1,821股-13.92% | 减仓 |
 TJXTJX |
| 4.69% | 5.36% | $483.2万 | 3.2万股 | $505.9万 | 3.2万股 | +217股+0.69% | 加仓 |
| FFLEXFLEX |
| 4.64% | 3.31% | $478.3万 | 3.0万股 | $311.8万 | 4.8万股 | -1.8万股-38.04% | 减仓 |
| S道富XLI |
| 4.48% | — | $462.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 微软MSFT |
| 3.83% | 5.41% | $394.9万 | 1.1万股 | $509.8万 | 1.4万股 | -3,189股-23.15% | 减仓 |
 博通AVGO |
| 3.48% | — | $359.0万 | 9,505股 | $0 | 0股 | +9,505股 | 新买入 |
 亚马逊AMZN |
| 3.2% | 3.07% | $330.4万 | 1.4万股 | $289.9万 | 1.4万股 | -55股-0.40% | 减仓 |
 好市多COST |
| 2.92% | 3.38% | $301.0万 | 3,218股 | $318.8万 | 3,197股 | +21股+0.66% | 加仓 |
 苹果AAPL |
| 2.26% | 2.14% | $233.3万 | 8,062股 | $201.9万 | 7,955股 | +107股+1.35% | 加仓 |
 WASTE MGMT DELWM |
| 1.42% | 4.97% | $146.9万 | 6,590股 | $468.4万 | 2.0万股 | -1.4万股-67.67% | 减仓 |
 万事达MA |
| 0.7% | 1.71% | $72.3万 | 1,408股 | $160.8万 | 3,216股 | -1,808股-56.22% | 减仓 |
 AUTOLIVALV |
| 0.69% | 0.71% | $71.1万 | 6,120股 | $66.8万 | 6,351股 | -231股-3.64% | 减仓 |
| IiShares安硕信托IXN |
| 0.62% | 0.47% | $63.7万 | 4,410股 | $44.1万 | 4,410股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.59% | 0.28% | $61.2万 | 7,406股 | $26.2万 | 642股 | +6,764股+1,053.58% | 加仓 |
 NBT BANCORPNBTB |
| 0.58% | 0.55% | $60.0万 | 1.2万股 | $51.8万 | 1.2万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.55% | 0.46% | $56.9万 | 474股 | $43.6万 | 474股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.49% | 0.62% | $50.9万 | 1,883股 | $58.5万 | 1,881股 | +2股+0.11% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.41% | 0.44% | $42.5万 | 1,796股 | $41.6万 | 1,932股 | -136股-7.04% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.4% | 0.31% | $41.0万 | 1,627股 | $29.4万 | 1,619股 | +8股+0.49% | 加仓 |
 特斯拉TSLA |
| 0.34% | 0.33% | $35.4万 | 841股 | $31.3万 | 841股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.29% | 0.26% | $29.8万 | 698股 | $25.0万 | 698股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.27% | — | $27.8万 | 425股 | $0 | 0股 | +425股 | 新买入 |
| VVANECK MERK GOLD TRUSTOUNZ |
| 0.26% | 0.26% | $27.1万 | 7,016股 | $24.6万 | 5,454股 | +1,562股+28.64% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.26% | 0.27% | $26.8万 | 3,248股 | $25.7万 | 3,229股 | +19股+0.59% | 加仓 |
 艾伯维ABBV |
| 0.26% | 0.24% | $26.6万 | 1,058股 | $23.0万 | 1,058股 | 00.00% | 持仓不变 |
| IiShares安硕信托SHYG |
| 0.24% | — | $25.0万 | 5,896股 | $0 | 0股 | +5,896股 | 新买入 |
 汽车地带AZO |
| 0.23% | 0.27% | $23.7万 | 74股 | $25.0万 | 74股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 0.2% | — | $20.5万 | 1,462股 | $0 | 0股 | +1,462股 | 新买入 |
 甲骨文ORCL |
| 0.19% | 0.21% | $20.1万 | 1,370股 | $20.2万 | 1,370股 | 00.00% | 持仓不变 |
 BGCBGC |
| 0.16% | 0.18% | $16.7万 | 1.6万股 | $16.5万 | 1.7万股 | -1,242股-7.35% | 减仓 |
