 苹果AAPL |
| 8.44% | 3.6% | $1.02亿 | 35.1万股 | $978.9万 | 3.9万股 | +31.3万股+811.10% | 加仓 |
 谷歌AGOOGL |
| 4.1% | 1.98% | $4,938.9万 | 13.8万股 | $537.0万 | 1.9万股 | +12.0万股+640.03% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.75% | 0.59% | $4,516.4万 | 12.8万股 | $161.5万 | 5,630股 | +12.2万股+2,170.43% | 加仓 |
 亚马逊AMZN |
| 3.37% | 1.78% | $4,062.4万 | 17.0万股 | $482.3万 | 2.3万股 | +14.7万股+635.95% | 加仓 |
| V先锋领航指数基金VUG |
| 3.11% | 0.31% | $3,747.7万 | 43.5万股 | $83.8万 | 1,919股 | +43.3万股+22,571.55% | 加仓 |
 泛林集团LRCX |
| 2.55% | 0.78% | $3,071.0万 | 7.1万股 | $212.0万 | 9,911股 | +6.1万股+614.64% | 加仓 |
 摩根大通JPM |
| 2.37% | 1.05% | $2,862.0万 | 8.7万股 | $284.8万 | 9,682股 | +7.8万股+803.08% | 加仓 |
 微软MSFT |
| 2.27% | 2.27% | $2,734.1万 | 7.3万股 | $615.8万 | 1.7万股 | +5.7万股+340.59% | 加仓 |
| V先锋领航指数基金VOO |
| 2% | 2.77% | $2,415.9万 | 3.5万股 | $752.3万 | 1.3万股 | +2.3万股+179.42% | 加仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 1.96% | 0.15% | $2,367.3万 | 9.4万股 | $39.5万 | 2,177股 | +9.2万股+4,211.12% | 加仓 |
 英伟达NVDA |
| 1.92% | 1.69% | $2,318.8万 | 11.6万股 | $458.9万 | 2.6万股 | +9.0万股+340.41% | 加仓 |
 VisaV |
| 1.65% | 1.04% | $1,992.4万 | 5.8万股 | $283.6万 | 9,383股 | +4.9万股+518.90% | 加仓 |
 XPOXPO |
| 1.58% | — | $1,910.4万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 强生JNJ |
| 1.57% | 0.93% | $1,890.6万 | 7.4万股 | $252.3万 | 1.0万股 | +6.4万股+621.28% | 加仓 |
| IiShares安硕信托IVV |
| 1.29% | 4.64% | $1,559.0万 | 2.1万股 | $1,259.3万 | 1.9万股 | +1,540股+7.99% | 加仓 |
 多佛DOV |
| 1.26% | 0.36% | $1,518.1万 | 6.8万股 | $98.0万 | 4,703股 | +6.3万股+1,339.25% | 加仓 |
 沃尔玛WMT |
| 1.2% | 1.05% | $1,451.1万 | 12.8万股 | $286.1万 | 2.3万股 | +10.5万股+457.61% | 加仓 |
 BROADSTONE NET LEASEBNL |
| 1.17% | 0.86% | $1,416.3万 | 67.6万股 | $233.1万 | 12.6万股 | +55.0万股+437.93% | 加仓 |
 万事达MA |
| 1.15% | 0.32% | $1,383.9万 | 2.7万股 | $86.7万 | 1,736股 | +2.5万股+1,452.13% | 加仓 |
 TJXTJX |
| 1.05% | 0.55% | $1,262.0万 | 8.3万股 | $149.8万 | 9,380股 | +7.4万股+788.08% | 加仓 |
| S道富XLI |
| 1.02% | — | $1,235.1万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 DANAHER DEL COMDHR |
| 1% | 0.23% | $1,207.2万 | 6.3万股 | $61.9万 | 3,259股 | +6.0万股+1,840.53% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.96% | — | $1,152.7万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
 直觉外科ISRG |
| 0.93% | 0.52% | $1,122.3万 | 2.8万股 | $140.0万 | 3,037股 | +2.5万股+829.27% | 加仓 |
| SSPDR行业精选信托XLF |
| 0.92% | 0.49% | $1,115.1万 | 20.8万股 | $132.3万 | 2.7万股 | +18.1万股+676.16% | 加仓 |
 CHUBB LIMITEDCB |
| 0.9% | 0.41% | $1,090.4万 | 3.2万股 | $111.1万 | 3,399股 | +2.9万股+838.69% | 加仓 |
 卡特彼勒CAT |
| 0.88% | 0.23% | $1,061.6万 | 9,969股 | $62.2万 | 878股 | +9,091股+1,035.42% | 加仓 |
 波音BA |
| 0.81% | 0.52% | $980.4万 | 4.5万股 | $140.2万 | 7,044股 | +3.8万股+542.94% | 加仓 |
| T赛默飞世尔TMO |
| 0.81% | — | $974.7万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.8% | 0.54% | $962.9万 | 2.4万股 | $148.0万 | 4,651股 | +2.0万股+421.24% | 加仓 |
 美光科技MU |
| 0.74% | — | $891.7万 | 7,725股 | $0 | 0股 | +7,725股 | 新买入 |
 MONDELEZ INTL CL AMDLZ |
| 0.71% | 0.26% | $858.9万 | 14.7万股 | $71.7万 | 1.2万股 | +13.5万股+1,094.28% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.71% | 2.71% | $850.3万 | 7.1万股 | $737.0万 | 7.5万股 | -3,815股-5.07% | 减仓 |
 默沙东MRK |
| 0.7% | 0.4% | $840.3万 | 6.5万股 | $108.5万 | 8,962股 | +5.6万股+624.92% | 加仓 |
| QQXOQXO |
| 0.69% | 0.11% | $834.4万 | 48.3万股 | $29.3万 | 1.5万股 | +46.8万股+3,102.20% | 加仓 |
 GE VernovaGEV |
| 0.63% | 0.52% | $759.7万 | 6,464股 | $140.9万 | 1,613股 | +4,851股+300.74% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.62% | 0.5% | $748.7万 | 1.5万股 | $136.9万 | 2,857股 | +1.2万股+423.70% | 加仓 |
| V先锋领航白厅基金VYM |
| 0.62% | 0.25% | $743.8万 | 4.7万股 | $68.5万 | 4,624股 | +4.2万股+917.93% | 加仓 |
 YUM BRANDS COMYUM |
| 0.59% | — | $707.0万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 星巴克SBUX |
| 0.58% | 0.24% | $698.7万 | 6.8万股 | $66.3万 | 7,406股 | +6.1万股+823.20% | 加仓 |
 雪佛龙CVX |
| 0.57% | 0.67% | $691.7万 | 4.2万股 | $181.9万 | 8,792股 | +3.3万股+374.65% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.57% | — | $688.5万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| IiShares安硕信托IEFA |
| 0.55% | 2% | $665.7万 | 6.9万股 | $542.4万 | 6.0万股 | +9,021股+15.06% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.54% | — | $656.7万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 百事可乐PEP |
| 0.54% | 0.12% | $654.3万 | 4.8万股 | $32.6万 | 2,101股 | +4.6万股+2,200.14% | 加仓 |
 雷神技术RTX |
| 0.54% | 0.43% | $650.7万 | 3.4万股 | $115.8万 | 6,001股 | +2.8万股+471.54% | 加仓 |
 台积电TSM |
| 0.49% | 0.53% | $590.8万 | 1.2万股 | $144.3万 | 4,258股 | +8,090股+190.00% | 加仓 |
 家得宝HD |
| 0.49% | 0.72% | $587.8万 | 1.7万股 | $196.7万 | 5,981股 | +1.1万股+178.68% | 加仓 |
 好市多COST |
| 0.48% | 0.45% | $580.0万 | 6,200股 | $122.2万 | 1,226股 | +4,974股+405.71% | 加仓 |
 第一资本COF |
| 0.46% | 0.07% | $548.9万 | 2.7万股 | $20.3万 | 1,114股 | +2.6万股+2,355.92% | 加仓 |
