 谷歌AGOOGL |
| 5.29% | 5.46% | $3,595.2万 | 10.1万股 | $3,152.8万 | 11.0万股 | -9,038股-8.24% | 减仓 |
 礼来LLY |
| 4.31% | 3.71% | $2,929.7万 | 2.4万股 | $2,142.9万 | 2.3万股 | +1,127股+4.84% | 加仓 |
 摩根大通JPM |
| 4.28% | 4.83% | $2,903.8万 | 8.9万股 | $2,789.7万 | 9.5万股 | -6,125股-6.46% | 减仓 |
 迈威尔MRVL |
| 3.64% | 3.02% | $2,474.5万 | 8.3万股 | $1,745.3万 | 17.6万股 | -9.3万股-52.86% | 减仓 |
 哈勃HUBB |
| 3.31% | 3.38% | $2,246.6万 | 4.3万股 | $1,951.7万 | 4.0万股 | +3,168股+7.97% | 加仓 |
 默沙东MRK |
| 3.1% | 3.39% | $2,106.0万 | 16.4万股 | $1,960.4万 | 16.3万股 | +923股+0.57% | 加仓 |
 艺康ECL |
| 3.05% | — | $2,072.5万 | 7.4万股 | $0 | 0股 | +7.4万股 | 新买入 |
 伊顿ETN |
| 3.04% | 2.92% | $2,067.0万 | 4.9万股 | $1,689.1万 | 4.7万股 | +1,283股+2.72% | 加仓 |
 OKTA CLASS AOKTA |
| 3.03% | 2.03% | $2,054.9万 | 15.1万股 | $1,175.4万 | 14.9万股 | +1,270股+0.85% | 加仓 |
 微软MSFT |
| 2.74% | 3.25% | $1,863.0万 | 5.0万股 | $1,876.7万 | 5.1万股 | -754股-1.49% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 2.73% | 1.48% | $1,856.0万 | 37.7万股 | $852.8万 | 22.6万股 | +15.1万股+67.11% | 加仓 |
| C花旗集团C |
| 2.66% | 2.6% | $1,808.2万 | 12.9万股 | $1,505.2万 | 13.3万股 | -3,525股-2.66% | 减仓 |
| BBANK OF AMERBAC |
| 2.54% | 2.49% | $1,726.1万 | 30.3万股 | $1,441.5万 | 29.6万股 | +7,254股+2.45% | 加仓 |
 雷神技术RTX |
| 2.52% | 2.88% | $1,709.3万 | 9.0万股 | $1,666.7万 | 8.6万股 | +3,685股+4.26% | 加仓 |
 亚马逊AMZN |
| 2.44% | 2.61% | $1,658.0万 | 7.0万股 | $1,508.4万 | 7.2万股 | -2,861股-3.95% | 减仓 |
 联合太平洋铁路UNP |
| 2.44% | 2.54% | $1,657.4万 | 6.1万股 | $1,468.2万 | 6.1万股 | +419股+0.69% | 加仓 |
 BlockXYZ |
| 2.4% | 2.29% | $1,629.5万 | 21.4万股 | $1,320.6万 | 21.9万股 | -5,028股-2.29% | 减仓 |
 苹果AAPL |
| 2.13% | 2.35% | $1,448.8万 | 5.0万股 | $1,358.4万 | 5.4万股 | -3,455股-6.46% | 减仓 |
 VistraVST |
| 2.12% | 2.34% | $1,437.6万 | 9.1万股 | $1,354.1万 | 9.0万股 | +551股+0.61% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 2.08% | 2.58% | $1,414.8万 | 24.5万股 | $1,489.9万 | 25.8万股 | -1.4万股-5.37% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 2.02% | — | $1,374.6万 | 32.2万股 | $0 | 0股 | +32.2万股 | 新买入 |
| Q高通QCOM |
| 2.01% | 1.49% | $1,367.6万 | 7.4万股 | $862.7万 | 6.7万股 | +7,021股+10.48% | 加仓 |
 DANAHER DEL COMDHR |
| 1.86% | 2.11% | $1,263.5万 | 6.6万股 | $1,218.6万 | 6.4万股 | +2,061股+3.21% | 加仓 |
 PPG工业PPG |
| 1.69% | 1.59% | $1,146.3万 | 9.5万股 | $920.0万 | 8.6万股 | +8,423股+9.78% | 加仓 |
 自由港麦克莫兰FCX |
| 1.68% | 1.9% | $1,137.9万 | 18.1万股 | $1,099.4万 | 18.7万股 | -6,102股-3.26% | 减仓 |
 COHEN & STEERSCNS |
| 1.63% | 1.69% | $1,106.9万 | 14.5万股 | $977.3万 | 15.6万股 | -1.1万股-6.95% | 减仓 |
| PPRIMORIS SVCSPRIM |
| 1.61% | — | $1,095.2万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 EOG资源EOG |
| 1.57% | 1.98% | $1,062.9万 | 8.2万股 | $1,145.7万 | 7.9万股 | +2,684股+3.39% | 加仓 |
 VisaV |
| 1.52% | — | $1,030.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 Boeing/TheBA |
| 1.5% | 1.73% | $1,017.9万 | 15.1万股 | $998.3万 | 15.4万股 | -2,620股-1.70% | 减仓 |
 恩智浦NXPI |
| 1.48% | 2.14% | $1,004.2万 | 3.6万股 | $1,234.9万 | 6.3万股 | -2.7万股-43.04% | 减仓 |
 PALO ALTOPANW |
| 1.44% | 2% | $981.3万 | 2.9万股 | $1,153.1万 | 7.2万股 | -4.3万股-59.99% | 减仓 |
| SSPDR道富系列信托XAR |
| 1.37% | 1.5% | $929.8万 | 3.3万股 | $866.3万 | 3.4万股 | -1,345股-3.94% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 1.34% | 1.49% | $911.3万 | 26.9万股 | $862.2万 | 28.6万股 | -1.7万股-6.04% | 减仓 |
 辉瑞PFE |
| 1.32% | 1.73% | $897.8万 | 37.3万股 | $997.3万 | 35.5万股 | +1.8万股+4.98% | 加仓 |
 柯蒂斯怀特CW |
| 1.21% | 1.36% | $822.5万 | 1.1万股 | $788.3万 | 1.2万股 | -719股-6.21% | 减仓 |
 康菲石油COP |
| 1.16% | 1.66% | $789.3万 | 7.6万股 | $962.2万 | 7.3万股 | +3,032股+4.16% | 加仓 |
 QUANTA SVCSPWR |
| 1.12% | 1.59% | $759.2万 | 1.1万股 | $921.3万 | 1.7万股 | -6,236股-37.16% | 减仓 |
 MONGODB CL AMDB |
| 1.01% | 1.83% | $685.3万 | 2.0万股 | $1,058.1万 | 4.3万股 | -2.3万股-52.80% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.88% | 0.92% | $598.9万 | 8,020股 | $531.1万 | 8,167股 | -147股-1.80% | 减仓 |
| V先锋领航指数基金VOO |
| 0.78% | 0.29% | $531.0万 | 7,211股 | $168.5万 | 2,820股 | +4,391股+155.71% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.78% | 0.63% | $528.8万 | 1.3万股 | $361.5万 | 1.1万股 | +1,950股+17.16% | 加仓 |
 贝莱德·INC COMBLK |
| 0.58% | 0.76% | $396.8万 | 4,127股 | $440.7万 | 4,582股 | -455股-9.93% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.52% | 0.59% | $355.4万 | 7,103股 | $342.2万 | 7,141股 | -38股-0.53% | 减仓 |
 ILLUMINAILMN |
| 0.51% | 1.7% | $344.9万 | 2.0万股 | $981.5万 | 8.0万股 | -6.0万股-75.37% | 减仓 |
 埃克森美孚XOM |
| 0.49% | 0.72% | $335.8万 | 2.5万股 | $414.9万 | 2.4万股 | +102股+0.42% | 加仓 |
 雪佛龙CVX |
| 0.47% | 0.55% | $321.8万 | 1.9万股 | $320.7万 | 1.5万股 | +3,917股+25.27% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.42% | 0.82% | $286.8万 | 6,553股 | $472.3万 | 9,952股 | -3,399股-34.15% | 减仓 |
 强生JNJ |
| 0.37% | 0.43% | $250.3万 | 9,856股 | $248.2万 | 1.0万股 | -298股-2.93% | 减仓 |
 MP MATERIALSMP |
| 0.35% | 0.11% | $239.7万 | 4.3万股 | $64.2万 | 1.3万股 | +3.0万股+221.80% | 加仓 |
