 英伟达NVDA |
| 1.99% | 2.01% | $1,018.8万 | 5.1万股 | $751.9万 | 4.3万股 | +7,806股+18.11% | 加仓 |
 美光科技MU |
| 1.89% | 0.85% | $969.7万 | 8,401股 | $318.7万 | 9,432股 | -1,031股-10.93% | 减仓 |
 苹果AAPL |
| 1.87% | 1.89% | $960.8万 | 3.3万股 | $704.2万 | 2.8万股 | +5,459股+19.67% | 加仓 |
 微软MSFT |
| 1.85% | 1.62% | $947.5万 | 2.5万股 | $604.2万 | 1.6万股 | +9,077股+55.61% | 加仓 |
| IiShares安硕信托IVV |
| 1.83% | 2.01% | $937.9万 | 1.3万股 | $749.3万 | 1.1万股 | +1,054股+9.19% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.4% | 1.48% | $719.7万 | 10.6万股 | $552.6万 | 9.5万股 | +1.1万股+11.42% | 加仓 |
| F第一信托交易所交易基金VIGMAR |
| 1.36% | 1.53% | $698.9万 | 15.8万股 | $572.5万 | 13.7万股 | +2.1万股+15.05% | 加仓 |
 亚马逊AMZN |
| 1.22% | 1.14% | $624.6万 | 2.6万股 | $425.7万 | 2.0万股 | +5,768股+28.22% | 加仓 |
| CCOMFORT SYS USAFIX |
| 1.11% | 1.07% | $570.8万 | 2,880股 | $399.4万 | 2,896股 | -16股-0.55% | 减仓 |
| BBANK OF AMERBAC |
| 0.98% | 0.82% | $504.6万 | 8.9万股 | $304.7万 | 6.3万股 | +2.6万股+41.68% | 加仓 |
 西部数据WDC |
| 0.93% | 0.57% | $476.8万 | 7,465股 | $214.6万 | 7,935股 | -470股-5.92% | 减仓 |
 博通AVGO |
| 0.89% | 0.93% | $458.1万 | 1.2万股 | $348.2万 | 1.1万股 | +877股+7.79% | 加仓 |
 泛林集团LRCX |
| 0.87% | 0.62% | $447.8万 | 1.0万股 | $230.5万 | 1.1万股 | -456股-4.23% | 减仓 |
| CCBRE CL ACBRE |
| 0.82% | 0.08% | $421.1万 | 3.1万股 | $30.6万 | 2,104股 | +2.9万股+1,386.03% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.8% | 0.73% | $407.7万 | 1.4万股 | $271.5万 | 1.3万股 | +1,275股+9.95% | 加仓 |
 英特尔INTC |
| 0.79% | 0.58% | $406.0万 | 2.9万股 | $216.7万 | 4.9万股 | -2.0万股-40.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.75% | 0.72% | $384.2万 | 1.1万股 | $268.2万 | 9,351股 | +1,523股+16.29% | 加仓 |
 百时美施贵宝BMY |
| 0.73% | 1% | $376.6万 | 6.5万股 | $371.9万 | 6.1万股 | +4,038股+6.59% | 加仓 |
 CENTENE DEL COMCNC |
| 0.73% | 0.55% | $375.9万 | 5.9万股 | $207.2万 | 6.3万股 | -4,719股-7.46% | 减仓 |
 爱迪生国际EIX |
| 0.72% | 0.91% | $370.7万 | 5.0万股 | $339.0万 | 4.6万股 | +3,474股+7.50% | 加仓 |
 GE航空GE |
| 0.72% | 0.7% | $367.3万 | 9,827股 | $262.4万 | 9,246股 | +581股+6.28% | 加仓 |
 谷歌AGOOGL |
| 0.67% | 0.57% | $342.2万 | 9,575股 | $213.6万 | 7,428股 | +2,147股+28.90% | 加仓 |
 太平洋煤电PCG |
| 0.65% | 0.85% | $334.3万 | 19.9万股 | $318.6万 | 18.1万股 | +1.7万股+9.61% | 加仓 |
| B贝莱德ETF信托CORO |
| 0.63% | 0.67% | $325.4万 | 8.9万股 | $248.5万 | 7.7万股 | +1.2万股+15.02% | 加仓 |
 GE VernovaGEV |
| 0.61% | 0.58% | $314.5万 | 2,677股 | $215.9万 | 2,473股 | +204股+8.25% | 加仓 |
 默沙东MRK |
| 0.6% | 0.76% | $306.0万 | 2.4万股 | $285.0万 | 2.4万股 | +119股+0.50% | 加仓 |
 CHUBB LIMITEDCB |
| 0.58% | 0.71% | $295.2万 | 8,663股 | $263.7万 | 8,092股 | +571股+7.06% | 加仓 |
| B贝莱德ETF信托BAI |
| 0.57% | 0.49% | $291.3万 | 5.5万股 | $183.0万 | 5.6万股 | -302股-0.54% | 减仓 |
| SSANDISK COMSNDK |
| 0.55% | 0.37% | $283.1万 | 1,245股 | $136.9万 | 2,154股 | -909股-42.20% | 减仓 |
 礼来LLY |
| 0.55% | 0.45% | $282.7万 | 2,357股 | $167.5万 | 1,821股 | +536股+29.43% | 加仓 |
 TECHNIPFMC COMFTI |
| 0.55% | 0.75% | $280.2万 | 4.2万股 | $280.0万 | 4.1万股 | +1,751股+4.32% | 加仓 |
 思科CSCO |
| 0.54% | 0.48% | $275.1万 | 2.3万股 | $177.8万 | 2.3万股 | +501股+2.19% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.52% | 0.56% | $264.3万 | 1.8万股 | $209.2万 | 1.7万股 | +1,899股+11.46% | 加仓 |
| TTERADYNETER |
| 0.51% | 0.37% | $262.9万 | 5,433股 | $138.7万 | 4,679股 | +754股+16.11% | 加仓 |
 沃尔玛WMT |
| 0.51% | 0.88% | $262.5万 | 2.3万股 | $329.2万 | 2.6万股 | -3,311股-12.50% | 减仓 |
 TJXTJX |
| 0.47% | 0.54% | $239.2万 | 1.6万股 | $202.8万 | 1.3万股 | +3,091股+24.34% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.46% | 0.46% | $235.5万 | 9,566股 | $173.4万 | 8,331股 | +1,235股+14.82% | 加仓 |
 联邦快递FDX |
| 0.46% | 0.64% | $234.1万 | 7,477股 | $240.0万 | 6,739股 | +738股+10.95% | 加仓 |
 安费诺APH |
| 0.44% | 0.44% | $226.0万 | 1.3万股 | $162.6万 | 1.3万股 | -51股-0.40% | 减仓 |
 MOLINA HEALTHCAREMOH |
| 0.42% | 0.25% | $213.2万 | 9,324股 | $91.9万 | 6,893股 | +2,431股+35.27% | 加仓 |
 通用汽车GM |
| 0.42% | 0.47% | $213.0万 | 2.8万股 | $174.8万 | 2.3万股 | +4,171股+17.77% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.31% | $212.6万 | 4,249股 | $116.7万 | 2,435股 | +1,814股+74.50% | 加仓 |
 Phillips 66PSX |
| 0.41% | 0.51% | $211.9万 | 1.3万股 | $190.0万 | 1.0万股 | +2,104股+20.18% | 加仓 |
 Meta平台META |
| 0.41% | 0.43% | $211.8万 | 3,760股 | $162.3万 | 2,837股 | +923股+32.53% | 加仓 |
| IiShares安硕信托GJS |
| 0.41% | 0.45% | $209.8万 | 9.2万股 | $166.2万 | 7.3万股 | +2.0万股+26.93% | 加仓 |
 NateraNTRA |
| 0.4% | 0.41% | $205.6万 | 7,574股 | $154.3万 | 7,716股 | -142股-1.84% | 减仓 |
 EMCOREME |
| 0.4% | 0.43% | $203.3万 | 2,450股 | $160.1万 | 2,169股 | +281股+12.96% | 加仓 |
 特斯拉TSLA |
| 0.39% | 0.38% | $201.8万 | 4,799股 | $142.9万 | 3,843股 | +956股+24.88% | 加仓 |
 VertivVRT |
| 0.39% | 0.4% | $201.3万 | 6,013股 | $148.0万 | 5,908股 | +105股+1.78% | 加仓 |
 摩根大通JPM |
| 0.39% | 0.33% | $200.8万 | 6,136股 | $123.8万 | 4,208股 | +1,928股+45.82% | 加仓 |
