 苹果AAPL |
| 5.16% | 4.86% | $3.37亿 | 116.5万股 | $2.83亿 | 111.5万股 | +5.0万股+4.50% | 加仓 |
 英伟达NVDA |
| 4.82% | 4.63% | $3.15亿 | 157.5万股 | $2.70亿 | 154.7万股 | +2.8万股+1.78% | 加仓 |
 谷歌AGOOGL |
| 4.1% | 3.78% | $2.68亿 | 74.9万股 | $2.20亿 | 76.6万股 | -1.7万股-2.21% | 减仓 |
 微软MSFT |
| 3.39% | 3.98% | $2.22亿 | 59.5万股 | $2.32亿 | 62.7万股 | -3.2万股-5.16% | 减仓 |
 博通AVGO |
| 2.92% | 2.6% | $1.91亿 | 50.6万股 | $1.52亿 | 49.0万股 | +1.6万股+3.23% | 加仓 |
| JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE |
| 2.9% | 2.64% | $1.89亿 | 229.3万股 | $1.54亿 | 203.3万股 | +26.1万股+12.82% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.79% | 2.63% | $1.82亿 | 255.5万股 | $1.53亿 | 238.7万股 | +16.8万股+7.02% | 加仓 |
| IiShares安硕·INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI |
| 2.61% | 5.02% | $1.71亿 | 160.8万股 | $2.93亿 | 274.4万股 | -113.6万股-41.39% | 减仓 |
| IiShares安硕信托IVV |
| 2.5% | 2.27% | $1.63亿 | 21.8万股 | $1.33亿 | 20.3万股 | +1.5万股+7.44% | 加仓 |
 亚马逊AMZN |
| 2.45% | 2.51% | $1.60亿 | 67.1万股 | $1.46亿 | 70.3万股 | -3.2万股-4.58% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.38% | 1.58% | $1.56亿 | 73.1万股 | $9,221.9万 | 48.1万股 | +25.1万股+52.19% | 加仓 |
 礼来LLY |
| 2.14% | 1.98% | $1.40亿 | 11.6万股 | $1.15亿 | 12.6万股 | -9,169股-7.31% | 减仓 |
 摩根大通JPM |
| 2.05% | 2.01% | $1.34亿 | 40.9万股 | $1.17亿 | 39.9万股 | +1.0万股+2.52% | 加仓 |
| IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.8% | 1.72% | $1.17亿 | 114.7万股 | $1.00亿 | 127.2万股 | -12.5万股-9.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.78% | 1.77% | $1.16亿 | 15.5万股 | $1.03亿 | 15.9万股 | -3,375股-2.12% | 减仓 |
 VisaV |
| 1.64% | 1.63% | $1.07亿 | 31.2万股 | $9,469.8万 | 31.3万股 | -1,589股-0.51% | 减仓 |
 沃尔玛WMT |
| 1.55% | 1.88% | $1.02亿 | 89.7万股 | $1.09亿 | 88.0万股 | +1.6万股+1.85% | 加仓 |
 埃克森美孚XOM |
| 1.5% | 2.02% | $9,819.1万 | 71.8万股 | $1.18亿 | 69.4万股 | +2.4万股+3.45% | 加仓 |
 AMD超威AMD |
| 1.37% | 0.65% | $8,978.0万 | 15.5万股 | $3,815.1万 | 18.8万股 | -3.3万股-17.59% | 减仓 |
| BBANK OF AMERBAC |
| 1.33% | 1.23% | $8,680.1万 | 152.3万股 | $7,140.9万 | 146.5万股 | +5.9万股+4.00% | 加仓 |
 Meta平台META |
| 1.24% | 1.39% | $8,106.9万 | 14.4万股 | $8,071.3万 | 14.1万股 | +2,846股+2.02% | 加仓 |
 科磊KLAC |
| 1.23% | 0.68% | $8,028.0万 | 26.6万股 | $3,938.3万 | 2.7万股 | +23.9万股+894.77% | 加仓 |
 艾伯维ABBV |
| 1.23% | 1.4% | $8,018.6万 | 31.9万股 | $8,152.3万 | 37.5万股 | -5.6万股-14.99% | 减仓 |
 伊顿ETN |
| 1.18% | 1.09% | $7,691.4万 | 18.0万股 | $6,350.1万 | 17.8万股 | +2,957股+1.67% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.09% | 0.92% | $7,113.5万 | 17.9万股 | $5,387.5万 | 16.9万股 | +9,760股+5.76% | 加仓 |
| B贝莱德ETF信托DYNF |
| 1.07% | 0.99% | $6,969.0万 | 102.5万股 | $5,754.1万 | 98.9万股 | +3.6万股+3.61% | 加仓 |
 希捷STX |
| 1.03% | 0.41% | $6,748.4万 | 7.0万股 | $2,401.6万 | 6.1万股 | +8,628股+14.07% | 加仓 |
| N新纪元能源NEE |
| 1.02% | 1.16% | $6,694.9万 | 76.3万股 | $6,763.9万 | 72.8万股 | +3.5万股+4.74% | 加仓 |
 PALO ALTOPANW |
| 1.01% | 0.62% | $6,627.5万 | 19.4万股 | $3,636.7万 | 22.7万股 | -3.2万股-14.33% | 减仓 |
 宝洁PG |
| 0.96% | 1.02% | $6,263.1万 | 42.7万股 | $5,921.3万 | 41.0万股 | +1.7万股+4.18% | 加仓 |
 LEVI STRAUSS & NEWLEVI |
| 0.93% | — | $6,085.4万 | 245.1万股 | $0 | 0股 | +245.1万股 | 新买入 |
 伯克希尔哈撒韦BRK.A |
| 0.93% | 0.94% | $6,065.7万 | 81股 | $5,457.9万 | 76股 | +5股+6.58% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.9% | 0.81% | $5,888.9万 | 23.9万股 | $4,743.0万 | 22.8万股 | +1.1万股+4.93% | 加仓 |
 Arista网络ANET |
| 0.9% | 0.67% | $5,865.8万 | 34.5万股 | $3,904.0万 | 31.8万股 | +2.7万股+8.59% | 加仓 |
 美国电力AEP |
| 0.89% | 0.91% | $5,803.6万 | 42.4万股 | $5,320.0万 | 40.6万股 | +1.8万股+4.52% | 加仓 |
 联合太平洋铁路UNP |
| 0.87% | 0.55% | $5,689.9万 | 20.9万股 | $3,179.7万 | 13.1万股 | +7.8万股+59.62% | 加仓 |
 应用材料AMAT |
| 0.85% | 0.48% | $5,564.9万 | 7.7万股 | $2,770.3万 | 8.1万股 | -4,085股-5.04% | 减仓 |
| IiShares安硕·7-10YRIEF |
| 0.83% | 0.02% | $5,394.8万 | 57.0万股 | $125.6万 | 1.3万股 | +55.7万股+4,236.07% | 加仓 |
 艾默生电气EMR |
| 0.82% | 0.86% | $5,359.2万 | 37.4万股 | $5,004.9万 | 38.2万股 | -7,618股-1.99% | 减仓 |
| PPROLOGIS COMPLD |
| 0.81% | 0.84% | $5,268.7万 | 38.9万股 | $4,874.3万 | 36.9万股 | +2.0万股+5.47% | 加仓 |
 林德LIN |
| 0.79% | 0.83% | $5,134.0万 | 9.9万股 | $4,831.1万 | 9.7万股 | +1,483股+1.52% | 加仓 |
 美国运通AXP |
| 0.67% | 0.66% | $4,405.4万 | 13.0万股 | $3,840.9万 | 12.7万股 | +3,260股+2.57% | 加仓 |
 贝莱德·INC COMBLK |
| 0.66% | 0.71% | $4,291.5万 | 4.5万股 | $4,161.8万 | 4.3万股 | +1,355股+3.13% | 加仓 |
 甲骨文ORCL |
| 0.63% | 0.7% | $4,121.9万 | 28.1万股 | $4,054.7万 | 27.6万股 | +5,634股+2.04% | 加仓 |
 奎斯特诊断DGX |
| 0.62% | 0.26% | $4,026.4万 | 19.0万股 | $1,528.5万 | 7.8万股 | +11.2万股+143.57% | 加仓 |
 派克汉尼汾PH |
| 0.61% | 0.62% | $3,958.6万 | 4.0万股 | $3,613.7万 | 4.0万股 | +106股+0.26% | 加仓 |
 麦当劳MCD |
| 0.6% | 0.76% | $3,946.2万 | 14.6万股 | $4,429.3万 | 14.3万股 | +3,472股+2.44% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.6% | 0.54% | $3,896.4万 | 69.5万股 | $3,163.0万 | 65.9万股 | +3.6万股+5.39% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 0.58% | 0.33% | $3,784.0万 | 16.7万股 | $1,931.5万 | 9.7万股 | +6.9万股+71.28% | 加仓 |
 艺康ECL |
| 0.58% | 0.59% | $3,757.1万 | 13.5万股 | $3,459.5万 | 13.0万股 | +4,807股+3.70% | 加仓 |
