 苹果AAPL |
| 5.38% | 5.72% | $1,042.6万 | 3.6万股 | $845.9万 | 3.3万股 | +2,700股+8.10% | 加仓 |
| SSPDR行业精选信托XLK |
| 4.3% | 3.93% | $832.0万 | 4.4万股 | $581.6万 | 4.4万股 | -90股-0.21% | 减仓 |
 VanEck ETF信托SMH |
| 3.69% | 2.75% | $713.7万 | 1.1万股 | $406.1万 | 1.1万股 | +290股+2.74% | 加仓 |
 微软MSFT |
| 3.32% | 3.8% | $643.5万 | 1.7万股 | $562.4万 | 1.5万股 | +2,058股+13.54% | 加仓 |
 谷歌AGOOGL |
| 3.1% | 3.28% | $601.3万 | 1.7万股 | $484.7万 | 1.7万股 | -30股-0.18% | 减仓 |
 卡特彼勒CAT |
| 2.8% | 2.34% | $542.1万 | 5,091股 | $345.6万 | 4,878股 | +213股+4.37% | 加仓 |
 高盛GS |
| 2.75% | 2.75% | $532.3万 | 5,263股 | $406.9万 | 4,810股 | +453股+9.42% | 加仓 |
 摩根大通JPM |
| 2.55% | 2.5% | $494.6万 | 1.5万股 | $370.4万 | 1.3万股 | +2,520股+20.01% | 加仓 |
 艾伯维ABBV |
| 2.42% | 2.31% | $469.3万 | 1.9万股 | $341.1万 | 1.6万股 | +2,966股+18.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.33% | 2.65% | $450.7万 | 6,035股 | $392.5万 | 6,035股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 2.1% | 2.84% | $406.3万 | 3.8万股 | $420.5万 | 3.8万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.92% | 1.87% | $372.0万 | 1.6万股 | $275.9万 | 1.3万股 | +2,359股+17.81% | 加仓 |
 美光科技MU |
| 1.85% | 0.32% | $358.8万 | 3,108股 | $47.6万 | 1,410股 | +1,698股+120.43% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.79% | 2.01% | $346.7万 | 1.3万股 | $297.3万 | 1.2万股 | +1,277股+10.61% | 加仓 |
 家得宝HD |
| 1.78% | 2.01% | $344.9万 | 9,780股 | $297.8万 | 9,056股 | +724股+7.99% | 加仓 |
| N新纪元能源NEE |
| 1.77% | 2.2% | $343.2万 | 3.9万股 | $325.3万 | 3.5万股 | +4,080股+11.65% | 加仓 |
 台积电TSM |
| 1.7% | 1.49% | $329.8万 | 6,906股 | $220.2万 | 6,519股 | +387股+5.94% | 加仓 |
| IiShares安硕信托IVV |
| 1.68% | — | $326.1万 | 4,355股 | $0 | 0股 | +4,355股 | 新买入 |
 德州仪器TXN |
| 1.55% | 1.3% | $300.5万 | 1.0万股 | $191.8万 | 9,880股 | +200股+2.02% | 加仓 |
 康宁GLW |
| 1.55% | 1.03% | $300.3万 | 1.2万股 | $152.5万 | 1.1万股 | +540股+4.81% | 加仓 |
 Meta平台META |
| 1.51% | 1.54% | $293.1万 | 5,204股 | $227.1万 | 3,970股 | +1,234股+31.08% | 加仓 |
| I景顺交易所交易基金信托PPA |
| 1.47% | 1.8% | $284.0万 | 1.6万股 | $266.4万 | 1.6万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLY |
| 1.45% | 1.77% | $281.5万 | 2.4万股 | $261.6万 | 2.4万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.44% | 1.91% | $278.0万 | 1.5万股 | $282.7万 | 1.5万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 1.3% | 1.89% | $252.1万 | 1.5万股 | $279.1万 | 1.3万股 | +1,717股+12.73% | 加仓 |
 洛克希德马丁LMT |
| 1.3% | 1.81% | $251.0万 | 4,926股 | $267.6万 | 4,427股 | +499股+11.27% | 加仓 |
 博通AVGO |
| 1.27% | 1.34% | $246.8万 | 6,534股 | $198.8万 | 6,424股 | +110股+1.71% | 加仓 |
 万事达MA |
| 1.26% | 1.61% | $244.6万 | 4,763股 | $238.0万 | 4,763股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 1.23% | 1.34% | $237.5万 | 8,733股 | $198.5万 | 8,183股 | +550股+6.72% | 加仓 |
| T赛默飞世尔TMO |
| 1.11% | 1.43% | $215.8万 | 4,305股 | $211.6万 | 4,305股 | 00.00% | 持仓不变 |
 HSBC SPON ADR NEWHSBC |
| 1.11% | 1.26% | $214.2万 | 2.3万股 | $185.8万 | 2.3万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.1% | 1.05% | $212.8万 | 8,380股 | $155.9万 | 6,376股 | +2,004股+31.43% | 加仓 |
 宝洁PG |
| 1.06% | 1.22% | $205.8万 | 1.4万股 | $181.0万 | 1.3万股 | +1,505股+12.01% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.06% | 0.59% | $205.5万 | 5,816股 | $87.3万 | 3,044股 | +2,772股+91.06% | 加仓 |
 杜克能源DUK |
| 1.06% | 1.44% | $205.0万 | 1.6万股 | $213.4万 | 1.6万股 | -100股-0.61% | 减仓 |
| V先锋领航全球基金VGT |
| 1.05% | 1% | $203.0万 | 1.7万股 | $148.1万 | 2,123股 | +1.5万股+700.00% | 加仓 |
 TARGET COMTGT |
| 0.95% | — | $183.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| GGILEAD SCIENCES COMGILD |
| 0.93% | 1.02% | $179.2万 | 1.4万股 | $151.2万 | 1.1万股 | +3,334股+30.72% | 加仓 |
| IiShares安硕信托IJK |
| 0.85% | — | $164.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.85% | 0.92% | $163.8万 | 1,704股 | $136.8万 | 1,422股 | +282股+19.83% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.81% | 1.13% | $157.2万 | 4.3万股 | $167.1万 | 4.4万股 | -1,400股-3.17% | 减仓 |
 雅培ABT |
| 0.78% | 1.11% | $150.3万 | 1.7万股 | $163.7万 | 1.6万股 | +620股+3.89% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.77% | 0.97% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.74% | 1.03% | $142.6万 | 1,524股 | $151.9万 | 1,524股 | 00.00% | 持仓不变 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.73% | 1.1% | $142.3万 | 1.2万股 | $163.4万 | 1.2万股 | 00.00% | 持仓不变 |
 摩托罗拉解决方案MSI |
| 0.65% | 0.86% | $126.1万 | 3,036股 | $127.4万 | 2,936股 | +100股+3.41% | 加仓 |
| IiShares安硕信托IEFA |
| 0.65% | 0.79% | $125.1万 | 1.3万股 | $117.3万 | 1.3万股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.62% | 0.67% | $119.3万 | 4,845股 | $99.8万 | 4,795股 | +50股+1.04% | 加仓 |
 METLIFE COMMET |
| 0.6% | 0.57% | $116.2万 | 1.4万股 | $84.8万 | 1.2万股 | +1,736股+14.47% | 加仓 |
 应用材料AMAT |
| 0.6% | 0.37% | $115.7万 | 1,600股 | $54.7万 | 1,600股 | 00.00% | 持仓不变 |
