 应用材料AMAT |
| 7.3% | 4.19% | $4,375.7万 | 6.1万股 | $2,085.1万 | 6.1万股 | -483股-0.79% | 减仓 |
 苹果AAPL |
| 5.55% | 5.87% | $3,331.0万 | 11.5万股 | $2,925.4万 | 11.5万股 | -153股-0.13% | 减仓 |
 英伟达NVDA |
| 4.97% | 5.42% | $2,983.7万 | 14.9万股 | $2,699.0万 | 15.5万股 | -5,643股-3.65% | 减仓 |
 微软MSFT |
| 4.13% | 4.98% | $2,478.9万 | 6.6万股 | $2,477.9万 | 6.7万股 | -483股-0.72% | 减仓 |
 亚马逊AMZN |
| 3.01% | 3.13% | $1,806.5万 | 7.6万股 | $1,556.2万 | 7.5万股 | +1,073股+1.44% | 加仓 |
| I景顺QQQ信托VOO |
| 2.97% | 2.79% | $1,779.6万 | 2.4万股 | $1,387.9万 | 2.4万股 | +121股+0.50% | 加仓 |
 谷歌AGOOGL |
| 2.74% | 2.62% | $1,644.8万 | 4.6万股 | $1,306.8万 | 4.5万股 | +583股+1.28% | 加仓 |
 卡特彼勒CAT |
| 2.72% | 2.21% | $1,628.6万 | 1.5万股 | $1,102.2万 | 1.6万股 | -264股-1.70% | 减仓 |
 博通AVGO |
| 2.53% | 2.49% | $1,518.1万 | 4.0万股 | $1,240.3万 | 4.0万股 | +115股+0.29% | 加仓 |
 康宁GLW |
| 1.81% | 1.15% | $1,083.2万 | 4.2万股 | $571.8万 | 4.2万股 | +350股+0.83% | 加仓 |
 摩根大通JPM |
| 1.53% | 1.62% | $916.7万 | 2.8万股 | $804.5万 | 2.7万股 | +657股+2.40% | 加仓 |
 思科CSCO |
| 1.5% | 1.2% | $897.2万 | 7.6万股 | $595.3万 | 7.7万股 | -341股-0.44% | 减仓 |
| IIBMIBM |
| 1.48% | 1.52% | $889.6万 | 3.2万股 | $756.1万 | 3.1万股 | +440股+1.41% | 加仓 |
 英特尔INTC |
| 1.44% | 0.54% | $864.0万 | 6.2万股 | $267.5万 | 6.1万股 | +1,251股+2.06% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.34% | 0.57% | $804.8万 | 1.9万股 | $286.0万 | 1.7万股 | +1,228股+7.05% | 加仓 |
 美光科技MU |
| 1.33% | 0.5% | $797.4万 | 6,908股 | $247.7万 | 7,332股 | -424股-5.78% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.13% | $674.0万 | 1.9万股 | $563.3万 | 2.0万股 | -560股-2.85% | 减仓 |
 科磊KLAC |
| 1.12% | 0.67% | $673.1万 | 2.2万股 | $332.0万 | 2,255股 | +2.0万股+889.36% | 加仓 |
 甲骨文ORCL |
| 1.1% | 1.33% | $662.2万 | 4.5万股 | $662.1万 | 4.5万股 | +173股+0.38% | 加仓 |
 好市多COST |
| 1.07% | 1.4% | $643.1万 | 6,874股 | $696.6万 | 6,991股 | -117股-1.67% | 减仓 |
 AMD超威AMD |
| 1.05% | 0.43% | $630.7万 | 1.1万股 | $215.1万 | 1.1万股 | +281股+2.66% | 加仓 |
 埃克森美孚XOM |
| 1.04% | 1.56% | $625.8万 | 4.6万股 | $777.3万 | 4.6万股 | -44股-0.10% | 减仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.99% | 1.17% | $593.6万 | 4.0万股 | $581.0万 | 4.0万股 | -215股-0.54% | 减仓 |
 艾伯维ABBV |
| 0.98% | 1.01% | $590.4万 | 2.3万股 | $503.6万 | 2.3万股 | +310股+1.34% | 加仓 |
| V先锋领航指数基金VBK |
| 0.92% | 0.9% | $549.0万 | 1.5万股 | $448.4万 | 1.5万股 | +178股+1.20% | 加仓 |
 杜克能源DUK |
| 0.88% | 1.05% | $526.1万 | 4.2万股 | $523.2万 | 4.0万股 | +1,606股+4.02% | 加仓 |
 家得宝HD |
| 0.87% | 0.99% | $520.6万 | 1.5万股 | $494.1万 | 1.5万股 | -262股-1.74% | 减仓 |
 IRON MTN DEL COMIRM |
| 0.86% | 0.83% | $513.1万 | 4.1万股 | $412.0万 | 4.0万股 | +282股+0.70% | 加仓 |
 伊顿ETN |
| 0.83% | 0.82% | $499.3万 | 1.2万股 | $407.7万 | 1.1万股 | +320股+2.81% | 加仓 |
 沃尔玛WMT |
| 0.79% | 1.02% | $474.3万 | 4.2万股 | $509.3万 | 4.1万股 | +899股+2.19% | 加仓 |
 默沙东MRK |
| 0.7% | 0.8% | $420.6万 | 3.3万股 | $398.0万 | 3.3万股 | -359股-1.08% | 减仓 |
 雪佛龙CVX |
| 0.65% | 0.99% | $392.1万 | 2.4万股 | $492.2万 | 2.4万股 | -134股-0.56% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.68% | $382.7万 | 5,125股 | $337.4万 | 5,188股 | -63股-1.21% | 减仓 |
| BBANK OF AMERBAC |
| 0.62% | 0.64% | $370.3万 | 6.5万股 | $318.2万 | 6.5万股 | -289股-0.44% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.61% | 0.71% | $368.1万 | 7,357股 | $353.7万 | 7,381股 | -24股-0.33% | 减仓 |
 强生JNJ |
| 0.59% | 0.68% | $355.8万 | 1.4万股 | $339.3万 | 1.4万股 | +128股+0.92% | 加仓 |
 麦当劳MCD |
| 0.57% | 0.82% | $343.2万 | 1.3万股 | $406.0万 | 1.3万股 | -369股-2.82% | 减仓 |
 万事达MA |
| 0.57% | 0.67% | $340.5万 | 6,630股 | $331.3万 | 6,630股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.56% | 0.32% | $334.1万 | 7,709股 | $161.3万 | 7,551股 | +158股+2.09% | 加仓 |
 可口可乐KO |
| 0.54% | 0.57% | $321.6万 | 4.0万股 | $283.9万 | 3.7万股 | +2,239股+6.00% | 加仓 |
 雷神技术RTX |
| 0.52% | 0.62% | $309.5万 | 1.6万股 | $311.1万 | 1.6万股 | +188股+1.17% | 加仓 |
 Truist金融TFC |
| 0.51% | 0.56% | $308.2万 | 6.2万股 | $279.4万 | 6.1万股 | +1,083股+1.78% | 加仓 |
 威瑞森VZ |
| 0.51% | 0.73% | $304.5万 | 7.2万股 | $365.3万 | 7.3万股 | -837股-1.15% | 减仓 |
 AMGEN COMAMGN |
| 0.51% | 0.57% | $304.5万 | 8,409股 | $282.8万 | 8,038股 | +371股+4.62% | 加仓 |
 VisaV |
| 0.49% | 0.52% | $296.6万 | 8,646股 | $260.7万 | 8,626股 | +20股+0.23% | 加仓 |
 TJXTJX |
| 0.48% | 0.64% | $289.9万 | 1.9万股 | $318.9万 | 2.0万股 | -832股-4.17% | 减仓 |
 LOWES COS COMLOW |
| 0.48% | 0.63% | $287.6万 | 1.3万股 | $311.4万 | 1.3万股 | -137股-1.04% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.48% | 0.55% | $286.5万 | 5.7万股 | $273.2万 | 5.4万股 | +2,674股+4.95% | 加仓 |
| S嘉信·USSCHX |
| 0.47% | 0.49% | $281.9万 | 9.6万股 | $243.7万 | 9.5万股 | +716股+0.75% | 加仓 |
 联合健康UNH |
| 0.46% | 0.36% | $278.6万 | 6,703股 | $181.6万 | 6,710股 | -7股-0.10% | 减仓 |
