 埃克森美孚XOM |
| 10.02% | 0.7% | $1,337.2万 | 7.9万股 | $93.3万 | 7,756股 | +7.1万股+914.13% | 加仓 |
 苹果AAPL |
| 7.7% | 8.73% | $1,028.0万 | 4.1万股 | $1,165.7万 | 4.3万股 | -1,904股-4.44% | 减仓 |
 英伟达NVDA |
| 6.59% | 7.34% | $880.0万 | 5.1万股 | $979.3万 | 5.3万股 | -1,639股-3.12% | 减仓 |
 亚马逊AMZN |
| 3.68% | 3.99% | $491.8万 | 2.4万股 | $533.1万 | 2.3万股 | +822股+3.56% | 加仓 |
 博通AVGO |
| 2.82% | 3.24% | $376.8万 | 1.2万股 | $433.1万 | 1.3万股 | -342股-2.73% | 减仓 |
 微软MSFT |
| 2.75% | 3.29% | $367.4万 | 9,961股 | $438.8万 | 9,074股 | +887股+9.78% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.62% | 2.89% | $349.2万 | 1.2万股 | $385.4万 | 1.2万股 | -42股-0.34% | 减仓 |
 卡特彼勒CAT |
| 2.42% | 0.95% | $322.5万 | 4,588股 | $126.9万 | 2,215股 | +2,373股+107.13% | 加仓 |
| V先锋领航全球基金VGT |
| 2.33% | 2.75% | $310.7万 | 4,646股 | $366.9万 | 4,867股 | -221股-4.54% | 减仓 |
| F富达·GREENWOOD STREET TRFHEQ |
| 2.27% | 2.44% | $302.8万 | 10.3万股 | $326.0万 | 10.5万股 | -2,553股-2.42% | 减仓 |
 摩根大通JPM |
| 2.15% | 2.34% | $286.6万 | 1.0万股 | $312.8万 | 9,707股 | +301股+3.10% | 加仓 |
| V先锋领航指数基金VUG |
| 2.04% | 2.21% | $272.1万 | 6,479股 | $295.1万 | 6,049股 | +430股+7.11% | 加仓 |
 强生JNJ |
| 1.98% | 1.73% | $264.4万 | 1.1万股 | $231.0万 | 1.1万股 | -314股-2.81% | 减仓 |
 谷歌AGOOGL |
| 1.93% | 2.16% | $257.3万 | 9,309股 | $288.0万 | 9,200股 | +109股+1.18% | 加仓 |
| V先锋领航指数基金VOO |
| 1.89% | 1.96% | $252.3万 | 4,342股 | $261.5万 | 4,170股 | +172股+4.12% | 加仓 |
 NEBIUSNBIS |
| 1.76% | 1.46% | $234.7万 | 2.3万股 | $194.3万 | 2.3万股 | -591股-2.55% | 减仓 |
 帕兰提尔PLTR |
| 1.53% | 1.9% | $203.9万 | 1.5万股 | $254.1万 | 1.4万股 | +312股+2.18% | 加仓 |
| TTHE ALGER ETF TRUSTATFV |
| 1.45% | 1.52% | $193.7万 | 6.2万股 | $203.5万 | 5.8万股 | +3,384股+5.80% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.42% | 1.62% | $189.5万 | 3,955股 | $215.7万 | 4,291股 | -336股-7.83% | 减仓 |
 AMD超威AMD |
| 1.33% | 1.46% | $177.4万 | 8,718股 | $194.6万 | 9,087股 | -369股-4.06% | 减仓 |
 雷神技术RTX |
| 1.11% | 1.07% | $148.2万 | 7,870股 | $142.6万 | 7,775股 | +95股+1.22% | 加仓 |
| IIBMIBM |
| 1.07% | 1.92% | $142.9万 | 5,897股 | $256.7万 | 8,668股 | -2,771股-31.97% | 减仓 |
| IiShares安硕信托HDV |
| 1.04% | 0.91% | $139.2万 | 1.0万股 | $121.0万 | 9,948股 | +337股+3.39% | 加仓 |
| BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF |
| 1.02% | — | $135.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 Meta平台META |
| 0.96% | 1.18% | $128.6万 | 2,247股 | $156.9万 | 2,377股 | -130股-5.47% | 减仓 |
 南方电力SO |
| 0.94% | 0.84% | $125.5万 | 1.3万股 | $111.7万 | 1.3万股 | +138股+1.08% | 加仓 |
 雪佛龙CVX |
| 0.93% | 0.67% | $124.5万 | 5,906股 | $90.0万 | 5,906股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.92% | 0.94% | $123.0万 | 5,289股 | $125.8万 | 5,218股 | +71股+1.36% | 加仓 |
 雅培ABT |
| 0.92% | 1.14% | $122.5万 | 1.2万股 | $151.7万 | 1.2万股 | -168股-1.39% | 减仓 |
| TTHE ALGER ETF TRUSTALAI |
| 0.87% | 0.91% | $115.8万 | 3.5万股 | $121.9万 | 3.4万股 | +1,285股+3.81% | 加仓 |
 好市多COST |
| 0.83% | 0.78% | $110.6万 | 1,110股 | $103.8万 | 1,204股 | -94股-7.81% | 减仓 |
 VisaV |
| 0.78% | 0.89% | $104.7万 | 3,471股 | $118.4万 | 3,375股 | +96股+2.84% | 加仓 |
 宝洁PG |
| 0.78% | 0.89% | $104.5万 | 7,233股 | $118.6万 | 8,273股 | -1,040股-12.57% | 减仓 |
 台积电TSM |
| 0.78% | 0.7% | $104.2万 | 3,084股 | $93.5万 | 3,076股 | +8股+0.26% | 加仓 |
 迪尔DE |
| 0.77% | — | $102.4万 | 1,817股 | $0 | 0股 | +1,817股 | 新买入 |
 VanEck ETF信托SMH |
| 0.69% | 0.65% | $91.5万 | 2,386股 | $86.1万 | 2,391股 | -5股-0.21% | 减仓 |
 PALO ALTOPANW |
| 0.68% | 0.74% | $90.3万 | 5,633股 | $98.8万 | 5,363股 | +270股+5.03% | 加仓 |
| V先锋领航·HEALTHVHT |
| 0.67% | 0.67% | $89.2万 | 3,301股 | $89.7万 | 3,115股 | +186股+5.97% | 加仓 |
 霍尼韦尔HON |
| 0.66% | — | $88.4万 | 3,909股 | $0 | 0股 | +3,909股 | 新买入 |
 艾伯维ABBV |
| 0.66% | 1.83% | $88.1万 | 4,049股 | $244.7万 | 1.1万股 | -6,660股-62.19% | 减仓 |
| WWisdomTree·JAPANDXJ |
| 0.65% | 0.59% | $86.2万 | 5,435股 | $78.4万 | 5,435股 | 00.00% | 持仓不变 |
| IiShares安硕信托IBDZ |
| 0.61% | 0.58% | $81.9万 | 3.2万股 | $77.3万 | 2.9万股 | +2,300股+7.85% | 加仓 |
| IiShares安硕信托IBDY |
| 0.6% | 0.57% | $80.3万 | 3.1万股 | $75.8万 | 2.9万股 | +2,250股+7.76% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.57% | 0.47% | $76.6万 | 2.3万股 | $63.3万 | 2.3万股 | -239股-1.04% | 减仓 |
 杜克能源DUK |
| 0.57% | 0.51% | $76.3万 | 5,793股 | $68.5万 | 5,843股 | -50股-0.86% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.54% | 0.51% | $72.6万 | 2.5万股 | $68.3万 | 2.1万股 | +3,984股+19.03% | 加仓 |
 沃尔玛WMT |
| 0.54% | 0.56% | $71.9万 | 5,783股 | $74.2万 | 6,657股 | -874股-13.13% | 减仓 |
 威瑞森VZ |
| 0.54% | 0.39% | $71.5万 | 1.4万股 | $52.6万 | 1.3万股 | +1,316股+10.19% | 加仓 |
 礼来LLY |
| 0.54% | 0.66% | $71.5万 | 777股 | $88.6万 | 824股 | -47股-5.70% | 减仓 |
 应用材料AMAT |
| 0.54% | — | $71.4万 | 2,090股 | $0 | 0股 | +2,090股 | 新买入 |
