 英伟达NVDA |
| 14.66% | 13.99% | $2.56亿 | 127.9万股 | $2.23亿 | 128.1万股 | -2,252股-0.18% | 减仓 |
 苹果AAPL |
| 9.79% | 9.42% | $1.71亿 | 59.1万股 | $1.50亿 | 59.3万股 | -2,005股-0.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.62% | 5.89% | $1.16亿 | 32.7万股 | $9,411.8万 | 32.8万股 | -964股-0.29% | 减仓 |
 谷歌AGOOGL |
| 6.26% | 5.51% | $1.09亿 | 30.5万股 | $8,803.6万 | 30.6万股 | -652股-0.21% | 减仓 |
 微软MSFT |
| 6.12% | 6.62% | $1.07亿 | 28.6万股 | $1.06亿 | 28.6万股 | +538股+0.19% | 加仓 |
 PALO ALTOPANW |
| 6.02% | 3.1% | $1.05亿 | 30.8万股 | $4,950.5万 | 30.9万股 | -767股-0.25% | 减仓 |
 好市多COST |
| 5.23% | 6.1% | $9,129.8万 | 9.8万股 | $9,748.0万 | 9.8万股 | -233股-0.24% | 减仓 |
 亚马逊AMZN |
| 4.71% | 4.51% | $8,219.3万 | 34.5万股 | $7,196.6万 | 34.6万股 | -688股-0.20% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.73% | 3.92% | $6,503.6万 | 13.0万股 | $6,256.7万 | 13.1万股 | -595股-0.46% | 减仓 |
 VisaV |
| 3.63% | 3.5% | $6,340.4万 | 18.5万股 | $5,593.0万 | 18.5万股 | -249股-0.13% | 减仓 |
 Meta平台META |
| 3.08% | 3.43% | $5,371.3万 | 9.5万股 | $5,474.5万 | 9.6万股 | -332股-0.35% | 减仓 |
 礼来LLY |
| 2.72% | 2.28% | $4,755.1万 | 4.0万股 | $3,642.3万 | 4.0万股 | +45股+0.11% | 加仓 |
 IDEXX LABS COMIDXX |
| 2.58% | 3.01% | $4,498.2万 | 8.5万股 | $4,803.7万 | 8.5万股 | -47股-0.05% | 减仓 |
 史赛克SYK |
| 1.8% | 2.06% | $3,149.3万 | 10.0万股 | $3,284.4万 | 10.0万股 | +75股+0.08% | 加仓 |
 赛富时CRM |
| 1.67% | 2.27% | $2,913.8万 | 18.6万股 | $3,623.1万 | 19.4万股 | -8,099股-4.17% | 减仓 |
 直觉外科ISRG |
| 1.58% | 2% | $2,765.2万 | 7.0万股 | $3,198.2万 | 6.9万股 | +158股+0.23% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.36% | 1.48% | $2,365.3万 | 25.7万股 | $2,365.4万 | 25.6万股 | +597股+0.23% | 加仓 |
 万事达MA |
| 1.16% | 1.24% | $2,026.9万 | 3.9万股 | $1,972.9万 | 3.9万股 | -20股-0.05% | 减仓 |
 汽车地带AZO |
| 1.14% | 1.33% | $1,994.3万 | 6,240股 | $2,116.9万 | 6,267股 | -27股-0.43% | 减仓 |
 NETFLIXNFLX |
| 1.09% | 1.59% | $1,896.2万 | 26.6万股 | $2,545.3万 | 26.5万股 | +850股+0.32% | 加仓 |
 甲骨文ORCL |
| 1.05% | 1.18% | $1,831.3万 | 12.5万股 | $1,881.2万 | 12.8万股 | -2,913股-2.28% | 减仓 |
 思科CSCO |
| 0.91% | 0.66% | $1,588.4万 | 13.5万股 | $1,049.3万 | 13.5万股 | 00.00% | 持仓不变 |
 财捷INTU |
| 0.9% | 1.85% | $1,566.7万 | 6.0万股 | $2,955.7万 | 6.8万股 | -8,331股-12.19% | 减仓 |
 明晟MSCI |
| 0.86% | 0.91% | $1,498.6万 | 2.7万股 | $1,447.7万 | 2.7万股 | -101股-0.38% | 减仓 |
 贝莱德·INC COMBLK |
| 0.84% | 0.93% | $1,474.2万 | 1.5万股 | $1,481.6万 | 1.5万股 | -75股-0.49% | 减仓 |
 家得宝HD |
| 0.8% | 0.82% | $1,399.4万 | 4.0万股 | $1,313.2万 | 4.0万股 | -250股-0.63% | 减仓 |
 艾伯维ABBV |
| 0.6% | 0.59% | $1,054.8万 | 4.2万股 | $936.2万 | 4.3万股 | -1,125股-2.61% | 减仓 |
 固安捷GWW |
| 0.59% | 0.52% | $1,029.6万 | 7,568股 | $825.0万 | 7,563股 | +5股+0.07% | 加仓 |
 BOOKING COMBKNG |
| 0.59% | 0.63% | $1,027.0万 | 5.8万股 | $1,001.2万 | 2,378股 | +5.5万股+2,323.04% | 加仓 |
 埃森哲ACN |
| 0.53% | 0.95% | $922.8万 | 7.4万股 | $1,522.5万 | 7.7万股 | -2,626股-3.42% | 减仓 |
 联合太平洋铁路UNP |
| 0.49% | 0.47% | $849.7万 | 3.1万股 | $757.9万 | 3.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.45% | 0.47% | $780.4万 | 3.1万股 | $756.1万 | 3.1万股 | -200股-0.65% | 减仓 |
 沃尔玛WMT |
| 0.39% | 0.47% | $677.7万 | 6.0万股 | $755.4万 | 6.1万股 | -945股-1.55% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.39% | 0.4% | $674.0万 | 9股 | $646.3万 | 9股 | 00.00% | 持仓不变 |
 星巴克SBUX |
| 0.31% | 0.3% | $541.7万 | 5.3万股 | $474.9万 | 5.3万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.29% | 0.31% | $510.1万 | 3.5万股 | $502.4万 | 3.5万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.29% | 0.38% | $505.1万 | 5.6万股 | $600.4万 | 5.8万股 | -2,808股-4.80% | 减仓 |
 ADOBE COMADBE |
| 0.24% | 0.49% | $419.9万 | 2.0万股 | $782.5万 | 3.2万股 | -1.2万股-36.38% | 减仓 |
 百事可乐PEP |
| 0.24% | 0.3% | $413.0万 | 3.1万股 | $473.6万 | 3.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.23% | 0.32% | $409.0万 | 3.0万股 | $507.6万 | 3.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.22% | 0.21% | $391.6万 | 5,229股 | $341.6万 | 5,229股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.2% | 0.2% | $342.9万 | 2.7万股 | $321.0万 | 2.7万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.15% | 0.17% | $261.3万 | 3.0万股 | $276.5万 | 3.0万股 | 00.00% | 持仓不变 |
| PPROLOGIS COMPLD |
| 0.15% | 0.16% | $254.7万 | 1.9万股 | $248.6万 | 1.9万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.14% | 0.15% | $238.2万 | 2.5万股 | $238.5万 | 2.5万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.14% | 0.12% | $236.3万 | 3,440股 | $195.6万 | 3,273股 | +167股+5.10% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.13% | 0.11% | $227.9万 | 9,775股 | $178.2万 | 9,775股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.13% | 0.12% | $223.9万 | 2.6万股 | $189.3万 | 4,333股 | +2.2万股+500.00% | 加仓 |
 EquinixEQIX |
| 0.13% | 0.13% | $223.9万 | 2,148股 | $210.6万 | 2,148股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.13% | 0.12% | $219.2万 | 5,924股 | $189.6万 | 5,909股 | +15股+0.25% | 加仓 |
