 谷歌AGOOGL |
| 6.74% | 6.13% | $1.03亿 | 28.8万股 | $8,444.2万 | 29.4万股 | -5,260股-1.79% | 减仓 |
 苹果AAPL |
| 6.66% | 6.49% | $1.02亿 | 35.2万股 | $8,939.1万 | 35.2万股 | -395股-0.11% | 减仓 |
 英伟达NVDA |
| 6.5% | 5.7% | $9,941.3万 | 49.7万股 | $7,852.7万 | 45.0万股 | +4.7万股+10.34% | 加仓 |
| J摩根大通交易所交易基金JBND |
| 5.14% | 5.74% | $7,865.0万 | 147.0万股 | $7,900.1万 | 146.9万股 | +865股+0.06% | 加仓 |
 亚马逊AMZN |
| 4.87% | 4.73% | $7,448.1万 | 31.3万股 | $6,510.0万 | 31.3万股 | -77股-0.02% | 减仓 |
 科磊KLAC |
| 4.39% | 2.84% | $6,708.0万 | 22.2万股 | $3,909.5万 | 2.7万股 | +19.6万股+737.35% | 加仓 |
 微软MSFT |
| 3.63% | 4.02% | $5,555.2万 | 14.9万股 | $5,535.1万 | 15.0万股 | -602股-0.40% | 减仓 |
| IiShares安硕信托TIP |
| 2.84% | 3.16% | $4,351.0万 | 39.8万股 | $4,350.8万 | 39.4万股 | +3,371股+0.86% | 加仓 |
 VisaV |
| 2.49% | 2.46% | $3,805.5万 | 11.1万股 | $3,380.9万 | 11.2万股 | -941股-0.84% | 减仓 |
| SSPDR黄金信托GLD |
| 2.04% | 2.69% | $3,118.4万 | 8.5万股 | $3,699.4万 | 8.6万股 | -1,323股-1.54% | 减仓 |
 阿斯麦ASML |
| 1.88% | 1.4% | $2,871.8万 | 1.4万股 | $1,920.4万 | 1.5万股 | -104股-0.72% | 减仓 |
 道明尼能源D |
| 1.85% | 1.92% | $2,825.5万 | 41.2万股 | $2,640.4万 | 43.9万股 | -2.7万股-6.13% | 减仓 |
 摩根大通JPM |
| 1.84% | 1.81% | $2,816.3万 | 8.6万股 | $2,492.3万 | 8.5万股 | +1,313股+1.55% | 加仓 |
 UNITED RENTALSURI |
| 1.77% | 1.59% | $2,707.3万 | 2.4万股 | $2,194.2万 | 3.0万股 | -6,220股-20.65% | 减仓 |
 WASTE MGMT DELWM |
| 1.75% | 2.02% | $2,675.9万 | 12.0万股 | $2,780.2万 | 12.1万股 | -930股-0.77% | 减仓 |
 黑石集团BX |
| 1.67% | 1.8% | $2,561.6万 | 21.8万股 | $2,471.0万 | 21.5万股 | +2,808股+1.31% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.61% | 1.49% | $2,464.0万 | 6.2万股 | $2,046.6万 | 6.4万股 | -2,292股-3.56% | 减仓 |
| IIBMIBM |
| 1.5% | 1.45% | $2,293.5万 | 8.2万股 | $1,998.5万 | 8.2万股 | -890股-1.08% | 减仓 |
| IiShares黄金信托IAU |
| 1.49% | 1.89% | $2,277.9万 | 30.2万股 | $2,599.1万 | 29.5万股 | +6,861股+2.33% | 加仓 |
 好市多COST |
| 1.48% | 1.77% | $2,268.7万 | 2.4万股 | $2,429.7万 | 2.4万股 | -132股-0.54% | 减仓 |
| N新纪元能源NEE |
| 1.46% | 1.72% | $2,227.6万 | 25.4万股 | $2,365.0万 | 25.5万股 | -837股-0.33% | 减仓 |
 联合太平洋铁路UNP |
| 1.44% | 0.97% | $2,198.9万 | 8.1万股 | $1,336.5万 | 5.5万股 | +2.6万股+46.76% | 加仓 |
 QUANTA SVCSPWR |
| 1.14% | 0.97% | $1,747.4万 | 2.4万股 | $1,334.0万 | 2.4万股 | -30股-0.12% | 减仓 |
 强生JNJ |
| 1.07% | 1.15% | $1,636.5万 | 6.4万股 | $1,584.2万 | 6.5万股 | -372股-0.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.05% | 0.97% | $1,605.1万 | 4.5万股 | $1,339.1万 | 4.7万股 | -1,255股-2.69% | 减仓 |
 埃克森美孚XOM |
| 1.03% | 1.47% | $1,580.3万 | 11.6万股 | $2,024.6万 | 11.9万股 | -3,742股-3.14% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.03% | 1.08% | $1,569.7万 | 6.8万股 | $1,493.0万 | 6.9万股 | -560股-0.81% | 减仓 |
 万豪MAR |
| 1.02% | 1.02% | $1,554.1万 | 4.2万股 | $1,400.1万 | 4.3万股 | -873股-2.04% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 0.99% | 1.09% | $1,517.2万 | 25.7万股 | $1,504.7万 | 25.3万股 | +4,564股+1.81% | 加仓 |
| GGARMIN SHSGRMN |
| 0.84% | 0.92% | $1,283.6万 | 5.4万股 | $1,273.0万 | 5.5万股 | -828股-1.51% | 减仓 |
 DANAHER DEL COMDHR |
| 0.82% | 0.96% | $1,255.9万 | 6.6万股 | $1,317.9万 | 7.0万股 | -3,572股-5.14% | 减仓 |
 REGENCY CTRS CORP REITREG |
| 0.76% | 0.79% | $1,169.7万 | 14.7万股 | $1,090.0万 | 14.4万股 | +2,629股+1.82% | 加仓 |
 雪佛龙CVX |
| 0.75% | 1.06% | $1,150.3万 | 6.9万股 | $1,452.9万 | 7.0万股 | -823股-1.17% | 减仓 |
 AXSOME THERAPEUTICSAXSM |
| 0.71% | 0.52% | $1,078.7万 | 4.4万股 | $711.1万 | 4.2万股 | +2,000股+4.75% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.7% | 0.9% | $1,064.4万 | 2.4万股 | $1,242.8万 | 2.4万股 | -175股-0.74% | 减仓 |
| AALPS ETF信托AMLP |
| 0.68% | 0.8% | $1,035.8万 | 20.0万股 | $1,099.2万 | 20.9万股 | -9,049股-4.33% | 减仓 |
| F富达Covington信托FBCG |
| 0.64% | — | $986.2万 | 15.9万股 | $0 | 0股 | +15.9万股 | 新买入 |
| CCRHCRH |
| 0.61% | — | $938.6万 | 8.8万股 | $0 | 0股 | +8.8万股 | 新买入 |
| IiShares安硕·COREIJR |
| 0.61% | 0.57% | $937.7万 | 6.3万股 | $785.5万 | 6.3万股 | +36股+0.06% | 加仓 |
 MCKESSON COMMCK |
| 0.6% | 0.76% | $916.6万 | 1.2万股 | $1,047.4万 | 1.2万股 | +27股+0.22% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.57% | 0.6% | $868.1万 | 1.7万股 | $827.1万 | 1.7万股 | +89股+0.52% | 加仓 |
 ARES CAPITALARCC |
| 0.53% | 0.26% | $813.5万 | 43.9万股 | $355.8万 | 19.7万股 | +24.2万股+122.37% | 加仓 |
| IiShares安硕信托IVV |
| 0.53% | 0.52% | $811.6万 | 1.1万股 | $721.5万 | 1.1万股 | -208股-1.88% | 减仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.49% | $776.6万 | 13.6万股 | $668.2万 | 13.7万股 | -785股-0.57% | 减仓 |
 CHURCH & DWIGHTCHD |
| 0.5% | 0.56% | $766.4万 | 7.9万股 | $768.4万 | 8.2万股 | -3,231股-3.92% | 减仓 |
 沃特世WAT |
| 0.5% | 0.47% | $763.8万 | 2.0万股 | $644.1万 | 2.2万股 | -1,263股-5.84% | 减仓 |
 多佛DOV |
| 0.5% | 0.51% | $762.7万 | 3.4万股 | $708.8万 | 3.4万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.49% | 0.63% | $753.1万 | 8.2万股 | $873.6万 | 9.3万股 | -1.1万股-12.20% | 减仓 |
 标普全球SPGI |
| 0.49% | 0.55% | $746.4万 | 1.8万股 | $757.4万 | 1.8万股 | +521股+2.93% | 加仓 |
 汽车地带AZO |
| 0.48% | 0.5% | $735.7万 | 2,302股 | $693.8万 | 2,054股 | +248股+12.07% | 加仓 |
