 英伟达NVDA |
| 6.15% | 7.06% | $3,157.7万 | 15.8万股 | $3,210.8万 | 17.2万股 | -1.4万股-8.33% | 减仓 |
 苹果AAPL |
| 6.02% | 6.62% | $3,093.6万 | 10.7万股 | $3,010.0万 | 11.1万股 | -3,808股-3.44% | 减仓 |
 礼来LLY |
| 5.1% | 5.28% | $2,620.2万 | 2.2万股 | $2,400.4万 | 2.2万股 | -491股-2.20% | 减仓 |
 博通AVGO |
| 4.92% | 5.23% | $2,529.1万 | 6.7万股 | $2,381.7万 | 6.9万股 | -1,863股-2.71% | 减仓 |
 摩根大通JPM |
| 3.74% | 4.19% | $1,921.5万 | 5.9万股 | $1,908.2万 | 5.9万股 | -518股-0.87% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.68% | 3.5% | $1,889.3万 | 5.3万股 | $1,593.7万 | 5.1万股 | +2,683股+5.28% | 加仓 |
 微软MSFT |
| 3.61% | 5.58% | $1,851.8万 | 5.0万股 | $2,537.4万 | 5.2万股 | -2,823股-5.38% | 减仓 |
 AMD超威AMD |
| 3.49% | 1.52% | $1,792.5万 | 3.1万股 | $691.9万 | 3.2万股 | -1,449股-4.49% | 减仓 |
 应用材料AMAT |
| 3.26% | 1.33% | $1,675.3万 | 2.3万股 | $605.0万 | 2.4万股 | -371股-1.58% | 减仓 |
 亚马逊AMZN |
| 3.23% | 3.5% | $1,657.6万 | 7.0万股 | $1,592.4万 | 6.9万股 | +559股+0.81% | 加仓 |
 高盛GS |
| 2.83% | 2.78% | $1,453.4万 | 1.4万股 | $1,266.6万 | 1.4万股 | -39股-0.27% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.53% | 1.96% | $1,300.7万 | 3.3万股 | $891.1万 | 3.3万股 | -110股-0.33% | 减仓 |
 好市多COST |
| 2.42% | 2.55% | $1,243.3万 | 1.3万股 | $1,160.3万 | 1.3万股 | -164股-1.22% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.38% | 2.75% | $1,221.2万 | 2.4万股 | $1,250.0万 | 2.5万股 | -463股-1.86% | 减仓 |
 台积电TSM |
| 2.11% | 1.53% | $1,081.3万 | 2.3万股 | $694.1万 | 2.3万股 | -199股-0.87% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.79% | 2.44% | $918.8万 | 5,413股 | $1,108.4万 | 5,503股 | -90股-1.64% | 减仓 |
 万事达MA |
| 1.78% | 2.26% | $914.0万 | 1.8万股 | $1,028.8万 | 1.8万股 | -225股-1.25% | 减仓 |
 VisaV |
| 1.77% | 2.07% | $907.5万 | 2.6万股 | $940.4万 | 2.7万股 | -362股-1.35% | 减仓 |
 强生JNJ |
| 1.71% | 1.52% | $877.3万 | 3.5万股 | $691.2万 | 3.3万股 | +1,145股+3.43% | 加仓 |
 Meta平台META |
| 1.62% | 2.13% | $831.4万 | 1.5万股 | $968.9万 | 1.5万股 | +82股+0.56% | 加仓 |
 PALO ALTOPANW |
| 1.61% | 1% | $825.9万 | 2.4万股 | $453.7万 | 2.5万股 | -411股-1.67% | 减仓 |
 GE VernovaGEV |
| 1.59% | 0.91% | $818.5万 | 6,967股 | $412.6万 | 6,313股 | +654股+10.36% | 加仓 |
 联合太平洋铁路UNP |
| 1.27% | 1.23% | $650.1万 | 2.4万股 | $557.4万 | 2.4万股 | -196股-0.81% | 减仓 |
 百事可乐PEP |
| 1.23% | 1.48% | $633.0万 | 4.7万股 | $671.5万 | 4.7万股 | -40股-0.09% | 减仓 |
 雷神技术RTX |
| 1.18% | 1.26% | $605.1万 | 3.2万股 | $574.2万 | 3.1万股 | +589股+1.88% | 加仓 |
 林德LIN |
| 1.17% | 1.06% | $599.6万 | 1.2万股 | $484.4万 | 1.1万股 | +194股+1.71% | 加仓 |
 家得宝HD |
| 1.15% | 1.3% | $591.8万 | 1.7万股 | $591.3万 | 1.7万股 | -405股-2.36% | 减仓 |
 科磊KLAC |
| 1.01% | 0.48% | $520.4万 | 1.7万股 | $220.5万 | 1,815股 | +1.5万股+850.41% | 加仓 |
| Q高通QCOM |
| 0.88% | 1.1% | $450.9万 | 2.4万股 | $498.6万 | 2.9万股 | -4,744股-16.28% | 减仓 |
 艾默生电气EMR |
| 0.88% | 0.93% | $450.1万 | 3.1万股 | $424.2万 | 3.2万股 | -515股-1.61% | 减仓 |
| PPOWELL INDSPOWL |
| 0.85% | 0.37% | $439.0万 | 1.5万股 | $166.4万 | 5,220股 | +1.0万股+193.68% | 加仓 |
 洛克希德马丁LMT |
| 0.84% | 0.92% | $432.8万 | 8,495股 | $419.5万 | 8,673股 | -178股-2.05% | 减仓 |
 阿斯麦ASML |
| 0.82% | 0.5% | $419.4万 | 2,108股 | $226.0万 | 2,112股 | -4股-0.19% | 减仓 |
 伊顿ETN |
| 0.8% | 0.64% | $412.8万 | 9,687股 | $291.0万 | 9,136股 | +551股+6.03% | 加仓 |
 德州仪器TXN |
| 0.72% | 0.48% | $369.3万 | 1.2万股 | $216.5万 | 1.2万股 | -90股-0.72% | 减仓 |
 LOWES COS COMLOW |
| 0.72% | 0.9% | $367.4万 | 1.7万股 | $410.8万 | 1.7万股 | -372股-2.18% | 减仓 |
 宝洁PG |
| 0.68% | 0.78% | $347.0万 | 2.4万股 | $352.8万 | 2.5万股 | -954股-3.88% | 减仓 |
 迪尔DE |
| 0.68% | 0.57% | $347.0万 | 5,470股 | $261.2万 | 5,610股 | -140股-2.50% | 减仓 |
 安费诺APH |
| 0.64% | 0.25% | $326.8万 | 1.9万股 | $114.7万 | 8,489股 | +1.0万股+118.33% | 加仓 |
 美光科技MU |
| 0.62% | 0.11% | $319.7万 | 2,770股 | $51.8万 | 1,815股 | +955股+52.62% | 加仓 |
 QUANTA SVCSPWR |
| 0.61% | 0.37% | $310.8万 | 4,317股 | $168.4万 | 3,990股 | +327股+8.20% | 加仓 |
 新思科技SNPS |
| 0.58% | 0.71% | $295.6万 | 6,627股 | $324.4万 | 6,907股 | -280股-4.05% | 减仓 |
 派克汉尼汾PH |
| 0.56% | 0.57% | $287.8万 | 2,942股 | $258.6万 | 2,942股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.56% | 0.33% | $285.7万 | 2,683股 | $150.2万 | 2,622股 | +61股+2.33% | 加仓 |
| V先锋领航指数基金VOO |
| 0.55% | 0.55% | $284.5万 | 3,864股 | $252.0万 | 4,102股 | -238股-5.80% | 减仓 |
 谷歌AGOOGL |
| 0.54% | 0.46% | $276.7万 | 7,742股 | $208.8万 | 6,671股 | +1,071股+16.05% | 加仓 |
 康宁GLW |
| 0.53% | — | $274.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 霍尼韦尔HON |
| 0.53% | 1.06% | $272.0万 | 1.2万股 | $483.8万 | 2.5万股 | -1.3万股-51.02% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.52% | — | $268.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 雅培ABT |
| 0.49% | 0.75% | $249.9万 | 2.8万股 | $342.5万 | 2.7万股 | +203股+0.74% | 加仓 |
