 苹果AAPL |
| 5.73% | 5.87% | $4,340.1万 | 15.0万股 | $3,901.8万 | 15.4万股 | -3,750股-2.44% | 减仓 |
 英伟达NVDA |
| 5.3% | 4.88% | $4,011.9万 | 20.1万股 | $3,243.5万 | 18.6万股 | +1.5万股+7.81% | 加仓 |
 微软MSFT |
| 4.56% | 5.24% | $3,455.7万 | 9.3万股 | $3,479.7万 | 9.4万股 | -1,360股-1.45% | 减仓 |
 谷歌AGOOGL |
| 4.56% | 4.6% | $3,452.1万 | 9.7万股 | $3,057.1万 | 10.6万股 | -9,714股-9.14% | 减仓 |
 亚马逊AMZN |
| 4.41% | 4.49% | $3,337.6万 | 14.0万股 | $2,979.3万 | 14.3万股 | -3,012股-2.11% | 减仓 |
 博通AVGO |
| 4.09% | 3.92% | $3,098.3万 | 8.2万股 | $2,603.7万 | 8.4万股 | -2,104股-2.50% | 减仓 |
 AMD超威AMD |
| 3.1% | 1.24% | $2,349.2万 | 4.0万股 | $823.9万 | 4.0万股 | -59股-0.15% | 减仓 |
 应用材料AMAT |
| 2.68% | 1.69% | $2,028.9万 | 2.8万股 | $1,123.9万 | 3.3万股 | -4,821股-14.66% | 减仓 |
 科磊KLAC |
| 2.56% | 1.42% | $1,934.9万 | 6.4万股 | $944.8万 | 6,417股 | +5.8万股+899.41% | 加仓 |
 VisaV |
| 2.41% | 1.5% | $1,825.8万 | 5.3万股 | $998.0万 | 3.3万股 | +2.0万股+61.17% | 加仓 |
 礼来LLY |
| 2.36% | 2.07% | $1,789.4万 | 1.5万股 | $1,374.0万 | 1.5万股 | -20股-0.13% | 减仓 |
 ExelixisEXEL |
| 2.35% | 1.88% | $1,780.8万 | 32.7万股 | $1,251.7万 | 29.2万股 | +3.5万股+12.15% | 加仓 |
 因赛特INCY |
| 2.28% | 1.89% | $1,725.1万 | 15.2万股 | $1,256.8万 | 13.4万股 | +1.9万股+13.96% | 加仓 |
 United TherapeuticsUTHR |
| 1.89% | 2.24% | $1,433.7万 | 2.6万股 | $1,488.9万 | 2.5万股 | +1,352股+5.38% | 加仓 |
 Meta平台META |
| 1.77% | 2.5% | $1,341.5万 | 2.4万股 | $1,657.3万 | 2.9万股 | -5,151股-17.78% | 减仓 |
 KEURIG DR PEPPER COMKDP |
| 1.7% | 1.57% | $1,284.0万 | 39.2万股 | $1,040.3万 | 39.5万股 | -2,810股-0.71% | 减仓 |
 汽车地带AZO |
| 1.61% | 2% | $1,215.7万 | 3,804股 | $1,330.8万 | 3,940股 | -136股-3.45% | 减仓 |
 HEICOHEI |
| 1.47% | 0.78% | $1,116.8万 | 3.1万股 | $518.0万 | 1.9万股 | +1.2万股+65.96% | 加仓 |
 安费诺APH |
| 1.46% | 1.19% | $1,104.4万 | 6.3万股 | $792.6万 | 6.3万股 | -94股-0.15% | 减仓 |
 飞塔FTNT |
| 1.39% | 1.64% | $1,053.4万 | 6.9万股 | $1,090.8万 | 13.3万股 | -6.5万股-48.63% | 减仓 |
 威瑞信VRSN |
| 1.38% | 1.56% | $1,046.8万 | 4.2万股 | $1,034.6万 | 4.2万股 | -47股-0.11% | 减仓 |
 芝加哥期权交易所CBOE |
| 1.34% | 1.77% | $1,014.5万 | 4.2万股 | $1,172.9万 | 4.2万股 | +75股+0.18% | 加仓 |
 联合太平洋铁路UNP |
| 1.34% | 1.37% | $1,011.8万 | 3.7万股 | $911.1万 | 3.8万股 | -354股-0.94% | 减仓 |
 CASEYS GEN STORESCASY |
| 1.33% | — | $1,008.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 AMETEK COMAME |
| 1.26% | 1.27% | $954.9万 | 3.9万股 | $844.8万 | 3.9万股 | +61股+0.15% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.26% | 1.07% | $951.8万 | 2.5万股 | $709.1万 | 2.6万股 | -161股-0.63% | 减仓 |
 芝加哥商品交易所CME |
| 1.19% | 1.82% | $903.8万 | 4.1万股 | $1,208.2万 | 4.1万股 | +18股+0.04% | 加仓 |
 Arista网络ANET |
| 1.15% | 0.95% | $867.4万 | 5.1万股 | $627.9万 | 5.1万股 | -78股-0.15% | 减仓 |
 DANAHER DEL COMDHR |
| 1.11% | 0.91% | $843.3万 | 4.4万股 | $602.0万 | 3.2万股 | +1.3万股+39.43% | 加仓 |
| Q高通QCOM |
| 1.1% | 1.07% | $836.1万 | 4.5万股 | $713.8万 | 5.5万股 | -1.0万股-18.37% | 减仓 |
 宝洁PG |
| 1.01% | 1.15% | $764.7万 | 5.2万股 | $763.2万 | 5.3万股 | -688股-1.30% | 减仓 |
 家得宝HD |
| 0.98% | 0.21% | $744.0万 | 2.1万股 | $142.3万 | 4,328股 | +1.7万股+387.43% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.95% | 0.9% | $722.4万 | 2.0万股 | $599.7万 | 2.1万股 | -461股-2.21% | 减仓 |
 迪士尼DIS |
| 0.87% | 0.18% | $662.5万 | 6.9万股 | $118.3万 | 1.2万股 | +5.7万股+460.94% | 加仓 |
 哈勃HUBB |
| 0.85% | — | $643.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| V先锋领航国际股票指数基金VEU |
| 0.84% | 0.75% | $637.8万 | 7.6万股 | $495.3万 | 6.6万股 | +1.0万股+15.48% | 加仓 |
 麦当劳MCD |
| 0.83% | 1.1% | $627.3万 | 2.3万股 | $729.5万 | 2.3万股 | -266股-1.13% | 减仓 |
 史赛克SYK |
| 0.8% | — | $604.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| S嘉信·USSCHX |
| 0.77% | 0.76% | $580.8万 | 19.7万股 | $501.7万 | 19.6万股 | +1,672股+0.85% | 加仓 |
 艾默生电气EMR |
| 0.73% | — | $555.1万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
 欧特克ADSK |
| 0.72% | 1.01% | $546.9万 | 2.8万股 | $671.4万 | 2.8万股 | +86股+0.31% | 加仓 |
 TransDigmTDG |
| 0.67% | 0.67% | $508.6万 | 3,818股 | $443.8万 | 3,829股 | -11股-0.29% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.66% | 0.36% | $500.5万 | 1.2万股 | $236.6万 | 1.4万股 | -2,817股-19.54% | 减仓 |
 摩根大通JPM |
| 0.64% | 0.7% | $481.9万 | 1.5万股 | $462.2万 | 1.6万股 | -991股-6.31% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.63% | 0.72% | $476.8万 | 5.2万股 | $476.6万 | 5.2万股 | +144股+0.28% | 加仓 |
| V先锋领航·MIDVO |
| 0.52% | 0.53% | $392.9万 | 4.9万股 | $350.1万 | 1.2万股 | +3.7万股+300.00% | 加仓 |
| V先锋领航指数基金VTV |
| 0.5% | 0.51% | $377.8万 | 1.7万股 | $340.1万 | 1.7万股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.47% | 0.47% | $357.7万 | 3,537股 | $310.0万 | 3,664股 | -127股-3.47% | 减仓 |
 美光科技MU |
| 0.47% | 0.16% | $352.4万 | 3,053股 | $108.2万 | 3,204股 | -151股-4.71% | 减仓 |
 思科CSCO |
| 0.46% | 0.38% | $351.1万 | 3.0万股 | $251.9万 | 3.2万股 | -2,577股-7.94% | 减仓 |
