 谷歌AGOOGL |
| 5.27% | 4.59% | $1,426.4万 | 4.0万股 | $1,135.3万 | 3.9万股 | +435股+1.10% | 加仓 |
| IiShares安硕信托IBDT |
| 3.84% | 4.09% | $1,038.2万 | 41.1万股 | $1,011.1万 | 39.9万股 | +1.2万股+3.01% | 加仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 3.47% | 3.7% | $938.3万 | 40.5万股 | $915.6万 | 39.4万股 | +1.2万股+2.92% | 加仓 |
 亚马逊AMZN |
| 3.41% | 3.26% | $923.4万 | 3.9万股 | $806.5万 | 3.9万股 | +20股+0.05% | 加仓 |
| IiShares安硕信托IBDS |
| 3.23% | 3.45% | $872.7万 | 36.0万股 | $852.8万 | 35.2万股 | +8,500股+2.42% | 加仓 |
| IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV |
| 3.18% | 3.32% | $859.0万 | 39.4万股 | $820.1万 | 37.5万股 | +1.9万股+5.18% | 加仓 |
 万事达MA |
| 2.73% | 2.94% | $739.5万 | 1.4万股 | $726.7万 | 1.5万股 | -145股-1.00% | 减仓 |
 康明斯CMI |
| 2.71% | 2.31% | $734.5万 | 1.0万股 | $572.3万 | 1.1万股 | -340股-3.20% | 减仓 |
| IiShares安硕信托IBDR |
| 2.65% | 2.93% | $717.5万 | 29.6万股 | $725.1万 | 29.9万股 | -3,000股-1.00% | 减仓 |
| IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW |
| 2.65% | 2.6% | $716.4万 | 34.4万股 | $643.3万 | 30.7万股 | +3.6万股+11.84% | 加仓 |
 摩根大通JPM |
| 2.58% | 2.57% | $696.7万 | 2.1万股 | $634.9万 | 2.2万股 | -300股-1.39% | 减仓 |
 VertivVRT |
| 2.51% | 2.14% | $678.7万 | 2.0万股 | $530.0万 | 2.1万股 | -880股-4.16% | 减仓 |
 自由港麦克莫兰FCX |
| 2.08% | 2.12% | $562.9万 | 9.0万股 | $523.1万 | 8.9万股 | +500股+0.56% | 加仓 |
 雷神技术RTX |
| 2.04% | 2.49% | $552.6万 | 2.9万股 | $615.8万 | 3.2万股 | -2,800股-8.77% | 减仓 |
 微软MSFT |
| 1.98% | 2.19% | $536.6万 | 1.4万股 | $541.6万 | 1.5万股 | -245股-1.67% | 减仓 |
 高盛GS |
| 1.82% | 1.67% | $492.0万 | 4,865股 | $413.7万 | 4,890股 | -25股-0.51% | 减仓 |
| HHewlett Packard EnterpriseHPE |
| 1.79% | 1.15% | $485.3万 | 4.2万股 | $285.5万 | 4.4万股 | -2,291股-5.18% | 减仓 |
| IiShares安硕·S&P 100 ETFIWO |
| 1.75% | 1.59% | $472.5万 | 1.3万股 | $393.6万 | 1.2万股 | +539股+4.36% | 加仓 |
| IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX |
| 1.72% | 1.36% | $464.1万 | 18.4万股 | $337.4万 | 13.4万股 | +5.1万股+38.01% | 加仓 |
 第一资本COF |
| 1.71% | 1.38% | $463.4万 | 2.3万股 | $342.1万 | 1.9万股 | +4,345股+23.17% | 加仓 |
 福泰制药VRTX |
| 1.7% | 1.65% | $461.0万 | 9,280股 | $408.1万 | 9,140股 | +140股+1.53% | 加仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 1.69% | 1.76% | $457.9万 | 3,650股 | $434.3万 | 3,645股 | +5股+0.14% | 加仓 |
| T赛默飞世尔TMO |
| 1.68% | 1.82% | $455.5万 | 9,086股 | $450.3万 | 9,161股 | -75股-0.82% | 减仓 |
 艾默生电气EMR |
| 1.63% | 1.66% | $440.7万 | 3.1万股 | $409.2万 | 3.1万股 | -450股-1.44% | 减仓 |
 D R HORTONDHI |
| 1.56% | 1.35% | $420.9万 | 2.6万股 | $334.3万 | 2.4万股 | +1,475股+6.05% | 加仓 |
| C花旗集团C |
| 1.55% | 1.36% | $419.3万 | 3.0万股 | $336.6万 | 3.0万股 | +275股+0.93% | 加仓 |
 AMGEN COMAMGN |
| 1.51% | 1.62% | $407.7万 | 1.1万股 | $399.7万 | 1.1万股 | -100股-0.88% | 减仓 |
 金佰利KMB |
| 1.5% | 1.42% | $405.3万 | 3.7万股 | $351.3万 | 3.6万股 | +500股+1.37% | 加仓 |
 优步UBER |
| 1.42% | 1.42% | $384.0万 | 5.3万股 | $352.3万 | 4.9万股 | +4,235股+8.65% | 加仓 |
 诺和诺德NVO |
| 1.39% | 1.11% | $377.0万 | 7.9万股 | $275.0万 | 7.5万股 | +3,800股+5.08% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.24% | 1.05% | $336.2万 | 3.5万股 | $260.3万 | 3.6万股 | -950股-2.64% | 减仓 |
 艾伯维ABBV |
| 1.19% | 1.14% | $321.5万 | 1.3万股 | $281.1万 | 1.3万股 | -150股-1.16% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.19% | 1.14% | $321.2万 | 2.2万股 | $280.9万 | 2.2万股 | +200股+0.90% | 加仓 |
 安费诺APH |
| 1.16% | 0.37% | $313.4万 | 1.8万股 | $91.0万 | 7,200股 | +1.1万股+146.88% | 加仓 |
 TARGET COMTGT |
| 1.15% | 1.2% | $309.8万 | 2.4万股 | $296.0万 | 2.4万股 | -700股-2.87% | 减仓 |
 好市多COST |
| 1.13% | 1.32% | $305.4万 | 3,265股 | $325.2万 | 3,264股 | +1股+0.03% | 加仓 |
 Arista网络ANET |
| 1.03% | 0.6% | $279.5万 | 1.6万股 | $148.6万 | 1.2万股 | +4,350股+35.94% | 加仓 |
 直觉外科ISRG |
| 0.99% | 1.02% | $266.8万 | 6,709股 | $253.0万 | 5,489股 | +1,220股+22.23% | 加仓 |
| GGARMIN SHSGRMN |
| 0.96% | 1.03% | $260.8万 | 1.1万股 | $254.7万 | 1.1万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.93% | 1.15% | $250.4万 | 3.5万股 | $284.3万 | 3.0万股 | +5,495股+18.58% | 加仓 |
 思科CSCO |
| 0.92% | 1.39% | $250.2万 | 2.1万股 | $344.3万 | 4.4万股 | -2.3万股-52.00% | 减仓 |
 NeurocrineNBIX |
| 0.9% | 0.71% | $244.1万 | 1.4万股 | $175.7万 | 1.3万股 | +1,150股+8.62% | 加仓 |
| IiShares安硕信托IWS |
| 0.89% | 0.82% | $240.7万 | 1.5万股 | $203.0万 | 1.4万股 | +692股+4.97% | 加仓 |
 台积电TSM |
| 0.87% | — | $235.9万 | 4,940股 | $0 | 0股 | +4,940股 | 新买入 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.86% | 0.78% | $233.1万 | 1.6万股 | $191.8万 | 1.5万股 | +950股+6.35% | 加仓 |
 SterisSTE |
| 0.85% | 0.91% | $231.0万 | 1.1万股 | $225.3万 | 1.0万股 | +780股+7.65% | 加仓 |
 百事可乐PEP |
| 0.82% | 1.03% | $222.3万 | 1.6万股 | $255.0万 | 1.6万股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.82% | 0.95% | $220.6万 | 4.7万股 | $235.1万 | 4.6万股 | +1,700股+3.72% | 加仓 |
 耐克NKE |
| 0.77% | 1.31% | $207.1万 | 5.0万股 | $323.8万 | 6.1万股 | -1.1万股-17.70% | 减仓 |
 ZOETIS CL AZTS |
| 0.72% | 1.1% | $195.3万 | 2.7万股 | $270.8万 | 2.3万股 | +4,270股+18.64% | 加仓 |
