 英伟达NVDA |
| 7.43% | 6.89% | $1.44亿 | 71.9万股 | $1.27亿 | 72.7万股 | -8,082股-1.11% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.11% | 5.68% | $1.18亿 | 33.5万股 | $1.05亿 | 36.5万股 | -2.9万股-8.06% | 减仓 |
 苹果AAPL |
| 5.63% | 5.24% | $1.09亿 | 37.7万股 | $9,644.1万 | 38.0万股 | -2,748股-0.72% | 减仓 |
 微软MSFT |
| 4.93% | 4.81% | $9,551.8万 | 25.6万股 | $8,847.9万 | 23.9万股 | +1.7万股+7.13% | 加仓 |
 亚马逊AMZN |
| 4.18% | 3.85% | $8,093.5万 | 34.0万股 | $7,082.2万 | 34.0万股 | -471股-0.14% | 减仓 |
 COMMUNITY TR BANCORPCTBI |
| 3.75% | 6.89% | $7,267.9万 | 100.4万股 | $1.27亿 | 208.8万股 | -108.4万股-51.90% | 减仓 |
 博通AVGO |
| 3.6% | 3.19% | $6,965.3万 | 18.4万股 | $5,864.0万 | 18.9万股 | -5,071股-2.68% | 减仓 |
 AMD超威AMD |
| 2.73% | 1.73% | $5,296.6万 | 9.1万股 | $3,189.5万 | 15.7万股 | -6.6万股-41.85% | 减仓 |
 摩根大通JPM |
| 2.31% | 2.21% | $4,469.9万 | 13.7万股 | $4,061.9万 | 13.8万股 | -1,528股-1.11% | 减仓 |
 Meta平台META |
| 2.26% | 1.99% | $4,377.9万 | 7.8万股 | $3,663.4万 | 6.4万股 | +1.4万股+21.38% | 加仓 |
 VisaV |
| 2.06% | 1.93% | $3,994.3万 | 11.6万股 | $3,547.1万 | 11.7万股 | -939股-0.80% | 减仓 |
 PALO ALTOPANW |
| 2.02% | 1.37% | $3,915.8万 | 11.5万股 | $2,517.0万 | 15.7万股 | -4.2万股-26.86% | 减仓 |
 安费诺APH |
| 2% | 1.52% | $3,866.7万 | 21.9万股 | $2,801.4万 | 22.2万股 | -2,421股-1.09% | 减仓 |
 派克汉尼汾PH |
| 1.67% | 1.66% | $3,235.3万 | 3.3万股 | $3,058.8万 | 3.4万股 | -1,090股-3.19% | 减仓 |
| MMASTECMTZ |
| 1.58% | 1.92% | $3,069.0万 | 7.4万股 | $3,536.3万 | 11.0万股 | -3.6万股-32.89% | 减仓 |
 礼来LLY |
| 1.48% | 1.2% | $2,864.1万 | 2.4万股 | $2,201.3万 | 2.4万股 | -54股-0.23% | 减仓 |
| SSPDR行业精选信托XLU |
| 1.44% | 1.54% | $2,792.5万 | 61.6万股 | $2,839.1万 | 61.9万股 | -2,769股-0.45% | 减仓 |
 林德LIN |
| 1.43% | 1.46% | $2,765.8万 | 5.3万股 | $2,696.2万 | 5.4万股 | -1,087股-2.00% | 减仓 |
 沃尔玛WMT |
| 1.42% | 1.71% | $2,760.0万 | 24.4万股 | $3,156.6万 | 25.4万股 | -1.0万股-4.05% | 减仓 |
 联合健康UNH |
| 1.38% | 0.96% | $2,669.0万 | 6.4万股 | $1,768.8万 | 6.5万股 | -1,154股-1.77% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.33% | 1.14% | $2,574.9万 | 7.4万股 | $2,099.4万 | 7.4万股 | -795股-1.07% | 减仓 |
 CVS健康CVS |
| 1.31% | 0.98% | $2,536.4万 | 24.5万股 | $1,810.2万 | 25.2万股 | -6,865股-2.72% | 减仓 |
 切尼尔能源LNG |
| 1.29% | 1.62% | $2,507.9万 | 10.5万股 | $2,989.7万 | 10.5万股 | -428股-0.41% | 减仓 |
| V先锋领航指数基金VNQ |
| 1.29% | 1.26% | $2,494.1万 | 25.9万股 | $2,327.3万 | 26.2万股 | -3,732股-1.42% | 减仓 |
 TJXTJX |
| 1.19% | 1.33% | $2,313.1万 | 15.3万股 | $2,453.3万 | 15.4万股 | -940股-0.61% | 减仓 |
 雷神技术RTX |
| 1.18% | 1.25% | $2,287.5万 | 12.1万股 | $2,306.2万 | 12.0万股 | +1,013股+0.85% | 加仓 |
| EEQUITABLEEQH |
| 1.08% | 0.78% | $2,092.6万 | 47.7万股 | $1,441.4万 | 38.8万股 | +8.8万股+22.78% | 加仓 |
 优步UBER |
| 1.05% | 1.06% | $2,037.3万 | 28.2万股 | $1,958.9万 | 27.2万股 | +9,995股+3.67% | 加仓 |
 赛富时CRM |
| 1.05% | 1.18% | $2,024.9万 | 12.9万股 | $2,170.4万 | 11.6万股 | +1.3万股+11.17% | 加仓 |
 US FOODSUSFD |
| 1.03% | 0.98% | $1,990.1万 | 19.5万股 | $1,807.4万 | 19.6万股 | -1,380股-0.70% | 减仓 |
| T赛默飞世尔TMO |
| 1.01% | 1.02% | $1,958.9万 | 3.9万股 | $1,880.3万 | 3.8万股 | +819股+2.14% | 加仓 |
 宝洁PG |
| 1% | 1.04% | $1,943.4万 | 13.3万股 | $1,909.8万 | 13.2万股 | +309股+0.23% | 加仓 |
 斯伦贝谢SLB |
| 0.99% | 1.22% | $1,916.3万 | 41.2万股 | $2,240.7万 | 43.6万股 | -2.4万股-5.47% | 减仓 |
| KKKR & COMKKR |
| 0.99% | 1.04% | $1,912.6万 | 20.8万股 | $1,912.5万 | 20.7万股 | +1,640股+0.79% | 加仓 |
 CHURCHILL DOWNSCHDN |
| 0.94% | 0.99% | $1,821.2万 | 20.3万股 | $1,821.8万 | 20.3万股 | +364股+0.18% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.93% | 0.96% | $1,797.2万 | 14.6万股 | $1,762.2万 | 11.2万股 | +3.4万股+30.30% | 加仓 |
 IQVIAIQV |
| 0.92% | 0.82% | $1,790.5万 | 9.3万股 | $1,505.5万 | 8.8万股 | +4,388股+4.97% | 加仓 |
 阿斯利康AZN |
| 0.89% | 0.98% | $1,727.1万 | 9.1万股 | $1,809.4万 | 9.2万股 | -662股-0.72% | 减仓 |
 L3哈里斯LHX |
| 0.88% | 1.1% | $1,713.0万 | 5.9万股 | $2,029.7万 | 5.9万股 | +144股+0.24% | 加仓 |
 T-MOBILE US COMTMUS |
| 0.87% | 0.82% | $1,693.5万 | 10.1万股 | $1,505.1万 | 7.2万股 | +2.9万股+40.89% | 加仓 |
 雪佛龙CVX |
| 0.87% | 1.14% | $1,691.0万 | 10.2万股 | $2,098.6万 | 10.1万股 | +580股+0.57% | 加仓 |
 标普全球SPGI |
| 0.85% | 0.88% | $1,638.4万 | 4.0万股 | $1,623.9万 | 3.8万股 | +2,052股+5.37% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 0.8% | 0.72% | $1,558.2万 | 15.4万股 | $1,333.0万 | 15.5万股 | -290股-0.19% | 减仓 |
 好市多COST |
| 0.79% | 0.89% | $1,524.0万 | 1.6万股 | $1,637.0万 | 1.6万股 | -138股-0.84% | 减仓 |
 宣伟SHW |
| 0.74% | 0.68% | $1,427.9万 | 4.1万股 | $1,250.9万 | 3.9万股 | +2,447股+6.27% | 加仓 |
 HCA医疗HCA |
| 0.73% | 0.93% | $1,410.3万 | 3.6万股 | $1,703.3万 | 3.6万股 | +178股+0.49% | 加仓 |
 ChipotleCMG |
| 0.72% | 0.69% | $1,399.2万 | 41.2万股 | $1,264.2万 | 39.5万股 | +1.7万股+4.21% | 加仓 |
| PPGIM AAAPAAA |
| 0.68% | 0.68% | $1,320.4万 | 25.8万股 | $1,249.7万 | 24.4万股 | +1.3万股+5.47% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.69% | $1,320.0万 | 2.6万股 | $1,265.2万 | 2.6万股 | -23股-0.09% | 减仓 |
| S道富·EET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.67% | 0.62% | $1,297.6万 | 17.3万股 | $1,141.1万 | 17.5万股 | -1,786股-1.02% | 减仓 |
