 英伟达NVDA |
| 8.92% | 8.16% | $4.57亿 | 228.2万股 | $3.83亿 | 219.5万股 | +8.7万股+3.99% | 加仓 |
 谷歌AGOOGL |
| 8.32% | 7.5% | $4.26亿 | 119.1万股 | $3.51亿 | 122.2万股 | -3.1万股-2.51% | 减仓 |
 亚马逊AMZN |
| 7.96% | 7.66% | $4.07亿 | 171.0万股 | $3.59亿 | 172.5万股 | -1.5万股-0.89% | 减仓 |
 微软MSFT |
| 6.27% | 6.78% | $3.21亿 | 86.4万股 | $3.18亿 | 86.3万股 | +1,202股+0.14% | 加仓 |
 VisaV |
| 4.03% | 3.98% | $2.06亿 | 60.1万股 | $1.87亿 | 61.8万股 | -1.7万股-2.77% | 减仓 |
 苹果AAPL |
| 2.96% | 2.82% | $1.51亿 | 52.3万股 | $1.32亿 | 52.0万股 | +2,644股+0.51% | 加仓 |
 AMD超威AMD |
| 2.69% | 0.83% | $1.38亿 | 23.7万股 | $3,888.9万 | 19.1万股 | +4.6万股+24.01% | 加仓 |
 好市多COST |
| 2.67% | 2.49% | $1.37亿 | 14.6万股 | $1.17亿 | 11.7万股 | +2.9万股+24.73% | 加仓 |
 博通AVGO |
| 2.61% | 2.1% | $1.34亿 | 35.4万股 | $9,857.1万 | 31.8万股 | +3.5万股+11.10% | 加仓 |
 台积电TSM |
| 2.49% | 2.07% | $1.27亿 | 26.7万股 | $9,721.0万 | 28.8万股 | -2.1万股-7.22% | 减仓 |
 Meta平台META |
| 2.2% | 2.42% | $1.13亿 | 20.0万股 | $1.14亿 | 19.9万股 | +1,560股+0.79% | 加仓 |
 艾伯维ABBV |
| 1.94% | 1.88% | $9,927.1万 | 39.4万股 | $8,821.5万 | 40.6万股 | -1.1万股-2.74% | 减仓 |
 林德LIN |
| 1.91% | 1.92% | $9,787.3万 | 18.9万股 | $9,009.0万 | 18.2万股 | +6,880股+3.79% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.88% | 2.48% | $9,627.1万 | 123.8万股 | $1.16亿 | 124.6万股 | -8,598股-0.69% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.81% | 1.78% | $9,258.9万 | 26.2万股 | $8,352.9万 | 29.1万股 | -2.9万股-10.01% | 减仓 |
 CINTAS COMCTAS |
| 1.71% | 1.86% | $8,745.2万 | 51.4万股 | $8,703.7万 | 51.5万股 | -402股-0.08% | 减仓 |
 斯伦贝谢SLB |
| 1.64% | 1.89% | $8,410.4万 | 180.9万股 | $8,873.9万 | 172.7万股 | +8.2万股+4.77% | 加仓 |
 联合健康UNH |
| 1.57% | 1.16% | $8,046.8万 | 19.4万股 | $5,416.7万 | 20.0万股 | -6,577股-3.29% | 减仓 |
 直觉外科ISRG |
| 1.5% | 1.86% | $7,692.1万 | 19.3万股 | $8,701.5万 | 18.9万股 | +4,668股+2.47% | 加仓 |
 DANAHER DEL COMDHR |
| 1.33% | 1.46% | $6,782.9万 | 35.6万股 | $6,845.4万 | 36.1万股 | -4,950股-1.37% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.3% | 1.36% | $6,664.8万 | 89股 | $6,391.4万 | 89股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 1.3% | 1.27% | $6,631.8万 | 15.6万股 | $5,940.9万 | 16.6万股 | -1.0万股-6.30% | 减仓 |
 摩根大通JPM |
| 1.29% | 1.27% | $6,620.7万 | 20.2万股 | $5,954.6万 | 20.2万股 | -163股-0.08% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.19% | 1.11% | $6,109.8万 | 33.8万股 | $5,216.0万 | 31.5万股 | +2.2万股+7.05% | 加仓 |
 WELLS FARGO NEWWFC |
| 1.12% | 1.12% | $5,713.6万 | 69.1万股 | $5,265.6万 | 66.1万股 | +3.0万股+4.53% | 加仓 |
 礼来LLY |
| 1.05% | 1.01% | $5,394.7万 | 4.5万股 | $4,749.7万 | 5.2万股 | -6,663股-12.90% | 减仓 |
 RANGE RESRRC |
| 1.04% | 1.38% | $5,308.3万 | 142.7万股 | $6,448.8万 | 142.7万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.02% | 1.12% | $5,240.6万 | 56.9万股 | $5,252.4万 | 56.9万股 | +77股+0.01% | 加仓 |
 OWENS CORNING NEW COMOC |
| 0.97% | 0.71% | $4,962.3万 | 31.2万股 | $3,336.3万 | 30.8万股 | +3,887股+1.26% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.92% | 1.07% | $4,685.3万 | 8.9万股 | $5,000.8万 | 8.9万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.9% | 1.02% | $4,608.0万 | 14.6万股 | $4,805.4万 | 14.6万股 | +115股+0.08% | 加仓 |
 PALO ALTOPANW |
| 0.77% | 0.33% | $3,932.9万 | 11.5万股 | $1,554.5万 | 9.7万股 | +1.8万股+18.94% | 加仓 |
 美光科技MU |
| 0.74% | 0.32% | $3,786.2万 | 3.3万股 | $1,483.0万 | 4.4万股 | -1.1万股-25.28% | 减仓 |
 赛富时CRM |
| 0.71% | 0.88% | $3,616.2万 | 23.1万股 | $4,116.1万 | 22.1万股 | +1.0万股+4.68% | 加仓 |
| PPARAMOUNT SKYDANCEPSKY |
| 0.68% | 0.68% | $3,478.0万 | 352.7万股 | $3,181.7万 | 352.7万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.66% | 0.66% | $3,387.1万 | 15.6万股 | $3,114.2万 | 15.6万股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 0.6% | 0.86% | $3,064.3万 | 71.8万股 | $4,023.7万 | 64.1万股 | +7.7万股+11.97% | 加仓 |
 默沙东MRK |
| 0.58% | 0.61% | $2,988.9万 | 23.3万股 | $2,860.2万 | 23.8万股 | -5,177股-2.18% | 减仓 |
 麦当劳MCD |
| 0.52% | 0.95% | $2,648.9万 | 9.8万股 | $4,476.6万 | 14.4万股 | -4.6万股-31.97% | 减仓 |
 ChipotleCMG |
| 0.5% | 0.41% | $2,574.9万 | 75.7万股 | $1,903.5万 | 59.5万股 | +16.3万股+27.36% | 加仓 |
| BBANK OF AMERBAC |
| 0.5% | 0.52% | $2,540.8万 | 44.6万股 | $2,423.9万 | 49.7万股 | -5.1万股-10.32% | 减仓 |
| NNOVAGOLD RESOURCES COM NEWNG |
| 0.49% | 0.9% | $2,490.2万 | 416.6万股 | $4,198.4万 | 467.6万股 | -51.0万股-10.90% | 减仓 |
 ZOETIS CL AZTS |
| 0.48% | 0.9% | $2,454.5万 | 34.2万股 | $4,238.5万 | 35.9万股 | -1.7万股-4.74% | 减仓 |
 德州仪器TXN |
| 0.46% | 0.39% | $2,377.7万 | 8.0万股 | $1,806.8万 | 9.3万股 | -1.3万股-14.29% | 减仓 |
 优步UBER |
| 0.46% | 0.5% | $2,371.5万 | 32.9万股 | $2,357.2万 | 32.8万股 | +929股+0.28% | 加仓 |
 万事达MA |
| 0.46% | 0.42% | $2,341.9万 | 4.6万股 | $1,989.4万 | 4.0万股 | +5,783股+14.52% | 加仓 |
 AURORA INNOVATION INC CLASS AAUR |
| 0.45% | 0.3% | $2,318.8万 | 340.0万股 | $1,400.8万 | 340.0万股 | 00.00% | 持仓不变 |
 Targa资源TRGP |
| 0.41% | 0.55% | $2,101.4万 | 7.8万股 | $2,591.9万 | 10.3万股 | -2.5万股-24.19% | 减仓 |
| V先锋领航指数基金VOO |
| 0.4% | 0.37% | $2,069.8万 | 2.8万股 | $1,735.3万 | 3.0万股 | -1,978股-6.55% | 减仓 |
| CCARVANA CL ACVNA |
| 0.4% | 0.42% | $2,054.2万 | 31.2万股 | $1,964.2万 | 6.2万股 | +25.0万股+399.51% | 加仓 |
