 英伟达NVDA |
| 12.34% | 11.96% | $1.91亿 | 95.6万股 | $1.69亿 | 96.8万股 | -1.1万股-1.15% | 减仓 |
 相干公司COHR |
| 5.31% | 3.88% | $8,236.2万 | 20.9万股 | $5,471.6万 | 23.0万股 | -2.1万股-9.10% | 减仓 |
 苹果AAPL |
| 4.74% | 4.6% | $7,346.4万 | 25.4万股 | $6,485.7万 | 25.6万股 | -1,670股-0.65% | 减仓 |
 谷歌AGOOGL |
| 4.55% | 4.06% | $7,057.4万 | 19.7万股 | $5,726.4万 | 19.9万股 | -1,656股-0.83% | 减仓 |
 高盛GS |
| 2.98% | 2.88% | $4,624.4万 | 4.6万股 | $4,058.4万 | 4.8万股 | -2,248股-4.69% | 减仓 |
 PALO ALTOPANW |
| 2.86% | 1.48% | $4,434.8万 | 13.0万股 | $2,093.9万 | 13.1万股 | -565股-0.43% | 减仓 |
 微软MSFT |
| 2.81% | 3.09% | $4,365.9万 | 11.7万股 | $4,362.0万 | 11.8万股 | -796股-0.68% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.79% | 3.01% | $4,332.1万 | 8.7万股 | $4,249.4万 | 8.9万股 | -2,103股-2.37% | 减仓 |
 雷神技术RTX |
| 2.58% | 2.95% | $4,006.2万 | 21.1万股 | $4,161.3万 | 21.6万股 | -4,570股-2.12% | 减仓 |
 BWX科技BWXT |
| 2.45% | 2.47% | $3,800.4万 | 19.5万股 | $3,492.1万 | 17.1万股 | +2.4万股+14.33% | 加仓 |
 艾伯维ABBV |
| 2.44% | 2.78% | $3,791.1万 | 15.1万股 | $3,916.2万 | 18.0万股 | -2.9万股-16.33% | 减仓 |
 博通AVGO |
| 2.35% | 2.44% | $3,642.4万 | 9.6万股 | $3,447.8万 | 11.1万股 | -1.5万股-13.44% | 减仓 |
 罗克韦尔自动化ROK |
| 2.28% | 1.84% | $3,541.1万 | 7.2万股 | $2,601.7万 | 7.2万股 | -971股-1.34% | 减仓 |
| IIBMIBM |
| 2.26% | 2.2% | $3,501.3万 | 12.5万股 | $3,099.0万 | 12.8万股 | -3,342股-2.61% | 减仓 |
 L3哈里斯LHX |
| 2.14% | 2.87% | $3,324.4万 | 11.4万股 | $4,045.1万 | 11.7万股 | -2,794股-2.38% | 减仓 |
 PEAPACK-GLADSTONE FINLPGC |
| 1.88% | 1.68% | $2,917.5万 | 61.6万股 | $2,365.3万 | 67.2万股 | -5.5万股-8.24% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 1.71% | 1.46% | $2,645.3万 | 29.9万股 | $2,055.3万 | 27.0万股 | +2.9万股+10.64% | 加仓 |
 亚马逊AMZN |
| 1.46% | 1.43% | $2,271.7万 | 9.5万股 | $2,010.9万 | 9.7万股 | -1,239股-1.28% | 减仓 |
 LEONARDO DRSDRS |
| 1.29% | 1.57% | $2,002.9万 | 46.9万股 | $2,216.3万 | 49.8万股 | -2.8万股-5.71% | 减仓 |
 优步UBER |
| 1.2% | 1.32% | $1,857.4万 | 25.7万股 | $1,859.1万 | 25.8万股 | -1,055股-0.41% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.15% | 1.11% | $1,789.7万 | 5.1万股 | $1,567.9万 | 5.5万股 | -4,005股-7.33% | 减仓 |
 IQVIAIQV |
| 1.15% | 1.37% | $1,776.3万 | 9.2万股 | $1,930.3万 | 11.3万股 | -2.1万股-18.78% | 减仓 |
 马拉松石油MPC |
| 1.14% | 1.31% | $1,765.1万 | 6.9万股 | $1,846.2万 | 7.6万股 | -6,571股-8.69% | 减仓 |
 应用材料AMAT |
| 1.07% | 0.56% | $1,663.6万 | 2.3万股 | $786.1万 | 2.3万股 | +10股+0.04% | 加仓 |
 Meta平台META |
| 1.04% | 1.2% | $1,621.1万 | 2.9万股 | $1,698.9万 | 3.0万股 | -916股-3.08% | 减仓 |
 雅培ABT |
| 1.02% | 1.83% | $1,576.6万 | 17.4万股 | $2,578.2万 | 25.1万股 | -7.7万股-30.81% | 减仓 |
| V先锋领航指数基金VOO |
| 0.93% | 0.9% | $1,441.4万 | 2.1万股 | $1,266.1万 | 2.1万股 | -201股-0.95% | 减仓 |
 纽蒙特NEM |
| 0.91% | 1.2% | $1,413.6万 | 15.1万股 | $1,691.9万 | 15.6万股 | -4,950股-3.17% | 减仓 |
| G通用动力VTI |
| 0.88% | 0.84% | $1,360.5万 | 3.7万股 | $1,179.5万 | 3.7万股 | 00.00% | 持仓不变 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.86% | 0.85% | $1,340.6万 | 15.3万股 | $1,194.2万 | 3.3万股 | +12.0万股+369.23% | 加仓 |
 AMGEN COMAMGN |
| 0.86% | 0.74% | $1,332.5万 | 3.7万股 | $1,050.1万 | 3.0万股 | +6,952股+23.29% | 加仓 |
 霍尼韦尔HON |
| 0.84% | 1.76% | $1,301.7万 | 5.8万股 | $2,489.6万 | 11.0万股 | -5.2万股-47.22% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.83% | — | $1,285.2万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 自由港麦克莫兰FCX |
| 0.76% | 0.7% | $1,183.8万 | 18.8万股 | $984.6万 | 16.8万股 | +2.1万股+12.37% | 加仓 |
 戴蒙德能源FANG |
| 0.75% | 0.76% | $1,163.9万 | 6.6万股 | $1,071.2万 | 5.4万股 | +1.2万股+22.26% | 加仓 |
 D R HORTONDHI |
| 0.73% | 0.69% | $1,127.3万 | 6.9万股 | $980.1万 | 7.1万股 | -2,214股-3.10% | 减仓 |
| BBANK OF AMERBAC |
| 0.68% | 0.66% | $1,061.6万 | 18.6万股 | $935.2万 | 19.2万股 | -5,515股-2.88% | 减仓 |
 摩根大通JPM |
| 0.68% | 0.69% | $1,049.6万 | 3.2万股 | $976.6万 | 3.3万股 | -1,135股-3.42% | 减仓 |
 德文能源DVN |
| 0.62% | 0.12% | $961.3万 | 23.3万股 | $172.0万 | 3.4万股 | +19.8万股+580.45% | 加仓 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 0.59% | 0.77% | $916.8万 | 30.4万股 | $1,079.4万 | 30.5万股 | -702股-0.23% | 减仓 |
 埃克森美孚XOM |
| 0.57% | 0.74% | $883.2万 | 6.5万股 | $1,044.9万 | 6.2万股 | +3,012股+4.89% | 加仓 |
 GRAHAMGHM |
| 0.51% | 0.39% | $796.9万 | 6.4万股 | $552.2万 | 7.0万股 | -5,600股-8.00% | 减仓 |
 强生JNJ |
| 0.5% | 0.53% | $779.4万 | 3.1万股 | $754.2万 | 3.1万股 | -165股-0.53% | 减仓 |
 直觉外科ISRG |
| 0.47% | 0.49% | $731.6万 | 1.8万股 | $697.2万 | 1.5万股 | +3,272股+21.63% | 加仓 |
 TJXTJX |
| 0.47% | 0.6% | $729.6万 | 4.8万股 | $842.1万 | 5.3万股 | -4,570股-8.67% | 减仓 |
 默沙东MRK |
| 0.43% | 0.45% | $673.5万 | 5.2万股 | $630.5万 | 5.2万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.4% | 0.45% | $614.8万 | 4.9万股 | $635.4万 | 4.9万股 | +46股+0.09% | 加仓 |
 赛富时CRM |
| 0.36% | 0.39% | $560.3万 | 3.6万股 | $551.7万 | 3.0万股 | +6,211股+21.01% | 加仓 |
| AAT&TT |
| 0.36% | 0.55% | $558.1万 | 27.0万股 | $782.7万 | 27.0万股 | -351股-0.13% | 减仓 |
| AAMKOR TECHNOLOGYAMKR |
| 0.36% | 0.21% | $551.0万 | 6.4万股 | $299.0万 | 6.6万股 | -2,500股-3.77% | 减仓 |
