 博通AVGO |
| 4.37% | 4.21% | $2,584.4万 | 6.8万股 | $2,216.9万 | 7.2万股 | -3,210股-4.48% | 减仓 |
 苹果AAPL |
| 4.2% | 3.89% | $2,482.0万 | 8.6万股 | $2,045.7万 | 8.1万股 | +5,168股+6.41% | 加仓 |
 谷歌AGOOGL |
| 3.75% | 3.32% | $2,216.2万 | 6.2万股 | $1,746.2万 | 6.1万股 | +1,288股+2.12% | 加仓 |
 英伟达NVDA |
| 3.23% | 2.74% | $1,909.2万 | 9.5万股 | $1,442.3万 | 8.3万股 | +1.3万股+15.38% | 加仓 |
 艾伯维ABBV |
| 2.78% | 3.09% | $1,643.8万 | 6.5万股 | $1,623.4万 | 7.5万股 | -9,321股-12.49% | 减仓 |
 微软MSFT |
| 2.73% | 3% | $1,612.5万 | 4.3万股 | $1,579.1万 | 4.3万股 | +569股+1.33% | 加仓 |
 摩根大通JPM |
| 2.72% | 2.76% | $1,607.7万 | 4.9万股 | $1,453.7万 | 4.9万股 | -304股-0.62% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.42% | 1.32% | $1,432.0万 | 7.5万股 | $696.6万 | 5.2万股 | +2.3万股+43.40% | 加仓 |
 PALO ALTOPANW |
| 2.35% | 1.23% | $1,388.1万 | 4.1万股 | $647.2万 | 4.0万股 | +333股+0.82% | 加仓 |
 万事达MA |
| 2.34% | 2.67% | $1,382.1万 | 2.7万股 | $1,405.2万 | 2.8万股 | -1,214股-4.32% | 减仓 |
 亚马逊AMZN |
| 2.2% | 2.14% | $1,301.1万 | 5.5万股 | $1,125.2万 | 5.4万股 | +564股+1.04% | 加仓 |
 HEICOHEI |
| 2.16% | 2.13% | $1,277.8万 | 3.6万股 | $1,119.3万 | 4.1万股 | -4,945股-12.11% | 减仓 |
 埃克森美孚XOM |
| 2.08% | 3.2% | $1,230.2万 | 9.0万股 | $1,681.4万 | 9.9万股 | -9,128股-9.21% | 减仓 |
| T赛默飞世尔TMO |
| 1.49% | 1.87% | $880.5万 | 1.8万股 | $985.7万 | 2.0万股 | -2,492股-12.43% | 减仓 |
 默沙东MRK |
| 1.46% | 1.51% | $864.8万 | 6.7万股 | $796.5万 | 6.6万股 | +1,084股+1.64% | 加仓 |
 DANAHER DEL COMDHR |
| 1.39% | 1.71% | $820.5万 | 4.3万股 | $897.7万 | 4.7万股 | -4,268股-9.01% | 减仓 |
 科磊KLAC |
| 1.35% | 0.69% | $796.7万 | 2.6万股 | $362.4万 | 2,461股 | +2.4万股+972.94% | 加仓 |
 QUANTA SVCSPWR |
| 1.34% | 1.08% | $790.2万 | 1.1万股 | $570.5万 | 1.0万股 | +582股+5.60% | 加仓 |
 CrowdStrikeCRWD |
| 1.25% | 0.71% | $736.0万 | 9,644股 | $372.6万 | 9,545股 | +99股+1.04% | 加仓 |
 高盛GS |
| 1.18% | 1.02% | $699.1万 | 6,913股 | $538.4万 | 6,364股 | +549股+8.63% | 加仓 |
 礼来LLY |
| 1.13% | 0.12% | $669.3万 | 5,580股 | $62.4万 | 679股 | +4,901股+721.80% | 加仓 |
 安费诺APH |
| 1.13% | 0.98% | $669.0万 | 3.8万股 | $516.2万 | 4.1万股 | -2,910股-7.12% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.12% | 0.99% | $660.6万 | 2.2万股 | $518.8万 | 2.1万股 | +1,065股+5.09% | 加仓 |
 LOWES COS COMLOW |
| 0.98% | 1.25% | $581.3万 | 2.6万股 | $658.0万 | 2.8万股 | -1,488股-5.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.96% | 0.96% | $567.0万 | 1.6万股 | $507.4万 | 1.8万股 | -1,640股-9.27% | 减仓 |
 好市多COST |
| 0.95% | 1.16% | $561.8万 | 6,005股 | $610.1万 | 6,123股 | -118股-1.93% | 减仓 |
 沃尔玛WMT |
| 0.94% | 1.16% | $556.3万 | 4.9万股 | $610.4万 | 4.9万股 | -4股-0.01% | 减仓 |
 TARGET COMTGT |
| 0.92% | 0.75% | $543.8万 | 4.2万股 | $394.8万 | 3.3万股 | +9,056股+27.80% | 加仓 |
 宝洁PG |
| 0.9% | 1.06% | $534.6万 | 3.6万股 | $557.1万 | 3.9万股 | -2,112股-5.48% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.81% | 0.73% | $478.7万 | 6,410股 | $385.5万 | 5,928股 | +482股+8.13% | 加仓 |
 UNITED RENTALSURI |
| 0.78% | 0.55% | $462.3万 | 4,081股 | $289.2万 | 3,970股 | +111股+2.80% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.75% | 0.9% | $440.8万 | 4.8万股 | $470.9万 | 5.1万股 | -3,148股-6.17% | 减仓 |
 雪佛龙CVX |
| 0.72% | 0.92% | $427.3万 | 2.6万股 | $486.1万 | 2.3万股 | +2,284股+9.72% | 加仓 |
 TJXTJX |
| 0.72% | 0.85% | $422.9万 | 2.8万股 | $445.8万 | 2.8万股 | 00.00% | 持仓不变 |
 BWX科技BWXT |
| 0.7% | 0.37% | $415.9万 | 2.1万股 | $197.1万 | 9,637股 | +1.2万股+121.71% | 加仓 |
 林德LIN |
| 0.69% | 0.56% | $410.5万 | 7,911股 | $293.9万 | 5,929股 | +1,982股+33.43% | 加仓 |
 家得宝HD |
| 0.68% | 0.73% | $402.6万 | 1.1万股 | $383.0万 | 1.2万股 | -231股-1.98% | 减仓 |
 VisaV |
| 0.68% | 0.7% | $399.7万 | 1.2万股 | $368.1万 | 1.2万股 | -530股-4.35% | 减仓 |
 TransDigmTDG |
| 0.67% | 0.69% | $398.0万 | 2,988股 | $363.4万 | 3,136股 | -148股-4.72% | 减仓 |
 AMETEK COMAME |
| 0.66% | 0.73% | $392.4万 | 1.6万股 | $382.1万 | 1.8万股 | -1,606股-9.01% | 减仓 |
 强生JNJ |
| 0.65% | 0.68% | $384.5万 | 1.5万股 | $359.9万 | 1.5万股 | +414股+2.81% | 加仓 |
 标普全球SPGI |
| 0.61% | 0.86% | $363.2万 | 8,918股 | $452.7万 | 1.1万股 | -1,725股-16.21% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.6% | 1.03% | $354.2万 | 2.9万股 | $540.9万 | 3.4万股 | -5,618股-16.34% | 减仓 |
 斯伦贝谢SLB |
| 0.56% | 0.7% | $333.5万 | 7.2万股 | $367.4万 | 7.1万股 | +247股+0.35% | 加仓 |
 ILLINOIS TOOLITW |
| 0.54% | 0.59% | $320.6万 | 1.2万股 | $308.3万 | 1.2万股 | +7股+0.06% | 加仓 |
| Q高通QCOM |
| 0.53% | 0.42% | $312.7万 | 1.7万股 | $223.0万 | 1.7万股 | -396股-2.29% | 减仓 |
 史赛克SYK |
| 0.52% | 0.79% | $307.2万 | 9,756股 | $414.2万 | 1.3万股 | -2,848股-22.60% | 减仓 |
| IiShares安硕·U.S. TECHNOLOGY ETFIYW |
| 0.52% | 0.47% | $306.5万 | 1.2万股 | $245.9万 | 1.4万股 | -1,402股-10.34% | 减仓 |
 雅培ABT |
| 0.51% | 0.67% | $304.0万 | 3.4万股 | $353.8万 | 3.4万股 | -953股-2.77% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.49% | 0.46% | $288.9万 | 3,635股 | $239.4万 | 3,289股 | +346股+10.52% | 加仓 |
