 英伟达NVDA |
| 7.57% | 6.89% | $2.40亿 | 119.7万股 | $1.98亿 | 113.5万股 | +6.3万股+5.51% | 加仓 |
 苹果AAPL |
| 5.24% | 4.27% | $1.66亿 | 57.3万股 | $1.23亿 | 48.3万股 | +9.0万股+18.71% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.8% | 4.17% | $1.52亿 | 43.1万股 | $1.20亿 | 41.8万股 | +1.3万股+3.04% | 加仓 |
 微软MSFT |
| 4.27% | 4.76% | $1.35亿 | 36.3万股 | $1.37亿 | 37.0万股 | -6,888股-1.86% | 减仓 |
 亚马逊AMZN |
| 4.1% | 4.19% | $1.30亿 | 54.4万股 | $1.20亿 | 57.7万股 | -3.3万股-5.75% | 减仓 |
 博通AVGO |
| 3.88% | 2.86% | $1.23亿 | 32.5万股 | $8,205.4万 | 26.5万股 | +6.0万股+22.77% | 加仓 |
 VENTAS COMVTR |
| 3.05% | 2.21% | $9,652.8万 | 108.5万股 | $6,354.3万 | 77.5万股 | +31.0万股+39.99% | 加仓 |
 Meta平台META |
| 2.99% | 3.25% | $9,467.6万 | 16.8万股 | $9,326.7万 | 16.3万股 | +5,058股+3.10% | 加仓 |
 摩根大通JPM |
| 2.78% | 2.9% | $8,798.4万 | 26.9万股 | $8,333.8万 | 28.3万股 | -1.5万股-5.12% | 减仓 |
 礼来LLY |
| 2.62% | 2.44% | $8,310.4万 | 6.9万股 | $7,011.5万 | 7.6万股 | -6,945股-9.11% | 减仓 |
 QUANTA SVCSPWR |
| 2.41% | 2.03% | $7,616.4万 | 10.6万股 | $5,832.2万 | 10.6万股 | -451股-0.42% | 减仓 |
 AMD超威AMD |
| 2.32% | 1.08% | $7,361.8万 | 12.7万股 | $3,113.7万 | 15.3万股 | -2.6万股-17.20% | 减仓 |
| T赛默飞世尔TMO |
| 1.97% | 1.97% | $6,234.7万 | 12.4万股 | $5,672.1万 | 11.5万股 | +8,959股+7.76% | 加仓 |
 多佛DOV |
| 1.86% | 1.11% | $5,886.1万 | 26.2万股 | $3,182.7万 | 15.3万股 | +11.0万股+71.89% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.64% | 1.95% | $5,201.8万 | 41.2万股 | $5,599.2万 | 40.2万股 | +9,976股+2.48% | 加仓 |
 斯伦贝谢SLB |
| 1.63% | 1.23% | $5,172.9万 | 111.3万股 | $3,540.8万 | 68.9万股 | +42.4万股+61.49% | 加仓 |
 GE VernovaGEV |
| 1.42% | 2.13% | $4,484.0万 | 3.8万股 | $6,117.6万 | 7.0万股 | -3.2万股-45.54% | 减仓 |
 沃尔玛WMT |
| 1.36% | 1.66% | $4,309.1万 | 38.0万股 | $4,777.6万 | 38.4万股 | -3,961股-1.03% | 减仓 |
 阿斯麦ASML |
| 1.36% | 0.97% | $4,293.0万 | 2.2万股 | $2,780.2万 | 2.1万股 | +530股+2.52% | 加仓 |
 VisaV |
| 1.3% | 1.26% | $4,113.6万 | 12.0万股 | $3,626.2万 | 12.0万股 | -79股-0.07% | 减仓 |
 摩根士丹利MS |
| 1.29% | 1.62% | $4,082.0万 | 19.5万股 | $4,658.8万 | 28.3万股 | -8.8万股-31.02% | 减仓 |
 高盛GS |
| 1.25% | 1.15% | $3,961.3万 | 3.9万股 | $3,305.5万 | 3.9万股 | +96股+0.25% | 加仓 |
 林德LIN |
| 1.23% | 1.32% | $3,901.6万 | 7.5万股 | $3,782.5万 | 7.6万股 | -1,112股-1.46% | 减仓 |
 好市多COST |
| 1.23% | 1.46% | $3,899.5万 | 4.2万股 | $4,186.3万 | 4.2万股 | -328股-0.78% | 减仓 |
 TJXTJX |
| 1.23% | 2.22% | $3,887.4万 | 25.7万股 | $6,389.7万 | 40.0万股 | -14.4万股-35.87% | 减仓 |
 WASTE MGMT DELWM |
| 1.23% | 1.36% | $3,886.8万 | 17.4万股 | $3,893.1万 | 16.9万股 | +4,968股+2.93% | 加仓 |
 康菲石油COP |
| 1.21% | 1.72% | $3,827.3万 | 36.8万股 | $4,934.3万 | 37.4万股 | -5,653股-1.51% | 减仓 |
 EquinixEQIX |
| 1.21% | 1.3% | $3,819.2万 | 3.7万股 | $3,748.0万 | 3.8万股 | -1,597股-4.18% | 减仓 |
 阿斯利康AZN |
| 1.2% | 1.33% | $3,814.9万 | 20.1万股 | $3,807.5万 | 19.3万股 | +8,130股+4.21% | 加仓 |
 TransDigmTDG |
| 1.19% | 1.71% | $3,780.6万 | 2.8万股 | $4,900.3万 | 4.2万股 | -1.4万股-32.87% | 减仓 |
 捷普JBL |
| 1.17% | 1.05% | $3,692.6万 | 9.6万股 | $3,019.1万 | 11.4万股 | -1.8万股-15.72% | 减仓 |
 特斯拉TSLA |
| 1.16% | 1.14% | $3,688.4万 | 8.8万股 | $3,286.3万 | 8.8万股 | -708股-0.80% | 减仓 |
 谷歌AGOOGL |
| 1.16% | 1.02% | $3,678.5万 | 10.3万股 | $2,939.5万 | 10.2万股 | +711股+0.70% | 加仓 |
| AAMEREN COMDHS |
| 1.1% | 1.98% | $3,482.6万 | 30.8万股 | $5,682.6万 | 51.7万股 | -20.9万股-40.41% | 减仓 |
| PPROLOGIS COMPLD |
| 1.09% | 1.07% | $3,462.3万 | 25.6万股 | $3,065.4万 | 23.2万股 | +2.4万股+10.20% | 加仓 |
 美国运通AXP |
| 0.93% | 0.93% | $2,946.4万 | 8.7万股 | $2,666.7万 | 8.8万股 | -1,054股-1.20% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.9% | 0.87% | $2,864.9万 | 3.8万股 | $2,495.0万 | 3.8万股 | -1股-0.00% | 减仓 |
 甲骨文ORCL |
| 0.84% | 0.02% | $2,669.9万 | 18.2万股 | $57.4万 | 3,902股 | +17.8万股+4,568.96% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.8% | 0.79% | $2,523.7万 | 35.4万股 | $2,273.8万 | 35.5万股 | -633股-0.18% | 减仓 |
| IiShares安硕IEMG |
| 0.66% | 0.62% | $2,104.4万 | 25.4万股 | $1,778.4万 | 25.5万股 | -937股-0.37% | 减仓 |
| V先锋领航国际股票指数基金VNQI |
| 0.64% | 0.67% | $2,016.6万 | 45.0万股 | $1,924.4万 | 43.3万股 | +1.7万股+3.86% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.59% | 0.58% | $1,860.2万 | 11.3万股 | $1,661.4万 | 9.6万股 | +1.6万股+17.05% | 加仓 |
 AVANTIS INTLNGG |
| 0.59% | 0.64% | $1,855.9万 | 20.8万股 | $1,825.2万 | 21.5万股 | -7,076股-3.29% | 减仓 |
 美光科技MU |
| 0.58% | <0.01% | $1,842.0万 | 1.6万股 | $5.6万 | 165股 | +1.6万股+9,571.52% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.56% | 0.64% | $1,768.6万 | 9.8万股 | $1,828.9万 | 10.1万股 | -3,000股-2.96% | 减仓 |
 埃克森美孚XOM |
| 0.53% | 0.71% | $1,691.2万 | 12.4万股 | $2,043.4万 | 12.0万股 | +3,257股+2.70% | 加仓 |
 WELLTOWER COMWELL |
| 0.53% | 0.52% | $1,685.4万 | 7.4万股 | $1,503.3万 | 7.6万股 | -1,778股-2.34% | 减仓 |
 BXPBXP |
| 0.49% | 0.45% | $1,549.7万 | 23.2万股 | $1,300.1万 | 24.8万股 | -1.6万股-6.42% | 减仓 |
 INVENTRUST PPTYSIVT |
| 0.49% | 0.45% | $1,543.6万 | 43.3万股 | $1,302.4万 | 42.4万股 | +8,969股+2.11% | 加仓 |
 BRIXMOR PPTYBRX |
| 0.45% | 0.44% | $1,421.9万 | 45.1万股 | $1,273.3万 | 44.2万股 | +8,866股+2.01% | 加仓 |
