 苹果AAPL |
| 4.32% | 4.31% | $16.58亿 | 573.2万股 | $15.05亿 | 593.1万股 | -19.9万股-3.36% | 减仓 |
 亚马逊AMZN |
| 3.65% | 3.62% | $14.00亿 | 587.5万股 | $12.62亿 | 605.8万股 | -18.3万股-3.02% | 减仓 |
 微软MSFT |
| 3.35% | 3.71% | $12.84亿 | 344.3万股 | $12.95亿 | 349.8万股 | -5.6万股-1.59% | 减仓 |
 英伟达NVDA |
| 2.8% | 2.71% | $10.75亿 | 537.4万股 | $9.47亿 | 542.8万股 | -5.3万股-0.98% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.72% | 2.5% | $10.44亿 | 295.4万股 | $8.71亿 | 303.6万股 | -8.2万股-2.70% | 减仓 |
 谷歌AGOOGL |
| 2.24% | 2.01% | $8.59亿 | 240.3万股 | $7.01亿 | 243.6万股 | -3.3万股-1.37% | 减仓 |
 GE VernovaGEV |
| 2.02% | 1.66% | $7.75亿 | 66.0万股 | $5.80亿 | 66.5万股 | -4,930股-0.74% | 减仓 |
 摩根大通JPM |
| 1.94% | 1.94% | $7.43亿 | 227.0万股 | $6.79亿 | 230.7万股 | -3.7万股-1.60% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.65% | 1.58% | $6.33亿 | 84.8万股 | $5.50亿 | 84.5万股 | +2,740股+0.32% | 加仓 |
 VisaV |
| 1.65% | 1.6% | $6.32亿 | 184.2万股 | $5.58亿 | 184.5万股 | -2,979股-0.16% | 减仓 |
 好市多COST |
| 1.28% | 1.49% | $4.91亿 | 52.5万股 | $5.19亿 | 52.1万股 | +3,415股+0.66% | 加仓 |
 IDEXX LABS COMIDXX |
| 1.26% | 1.52% | $4.84亿 | 91.9万股 | $5.32亿 | 94.6万股 | -2.8万股-2.94% | 减仓 |
 安费诺APH |
| 1.15% | 0.91% | $4.42亿 | 250.4万股 | $3.18亿 | 252.0万股 | -1.6万股-0.63% | 减仓 |
 万事达MA |
| 1.13% | 1.32% | $4.33亿 | 84.2万股 | $4.61亿 | 92.3万股 | -8.1万股-8.78% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 1.1% | 0.92% | $4.22亿 | 198.2万股 | $3.23亿 | 168.1万股 | +30.2万股+17.96% | 加仓 |
 PALO ALTOPANW |
| 1.09% | 0.6% | $4.18亿 | 122.7万股 | $2.09亿 | 130.5万股 | -7.8万股-6.00% | 减仓 |
 礼来LLY |
| 1.08% | 0.85% | $4.16亿 | 34.7万股 | $2.98亿 | 32.4万股 | +2.3万股+7.12% | 加仓 |
 Meta平台META |
| 0.98% | 1.18% | $3.78亿 | 67.1万股 | $4.13亿 | 72.2万股 | -5.1万股-7.04% | 减仓 |
| V先锋领航国际股票指数基金VEU |
| 0.98% | 0.9% | $3.75亿 | 447.9万股 | $3.13亿 | 416.9万股 | +31.1万股+7.45% | 加仓 |
 美光科技MU |
| 0.95% | 0.32% | $3.65亿 | 31.6万股 | $1.12亿 | 33.2万股 | -1.6万股-4.95% | 减仓 |
| IiShares安硕信托IVV |
| 0.95% | 0.91% | $3.63亿 | 48.5万股 | $3.17亿 | 48.6万股 | -1,135股-0.23% | 减仓 |
| FFASTENAL COMFAST |
| 0.93% | 0.98% | $3.56亿 | 740.7万股 | $3.42亿 | 737.4万股 | +3.3万股+0.45% | 加仓 |
 博通AVGO |
| 0.91% | 0.81% | $3.51亿 | 93.0万股 | $2.84亿 | 91.8万股 | +1.1万股+1.24% | 加仓 |
 艾伯维ABBV |
| 0.84% | 0.83% | $3.24亿 | 128.8万股 | $2.90亿 | 133.4万股 | -4.6万股-3.47% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.8% | 0.71% | $3.06亿 | 429.1万股 | $2.47亿 | 386.2万股 | +42.9万股+11.11% | 加仓 |
 BWX科技BWXT |
| 0.79% | 0.84% | $3.03亿 | 155.6万股 | $2.94亿 | 143.8万股 | +11.8万股+8.23% | 加仓 |
| V先锋领航指数基金VOO |
| 0.75% | 0.68% | $2.88亿 | 41.9万股 | $2.37亿 | 39.7万股 | +2.2万股+5.53% | 加仓 |
 Arista网络ANET |
| 0.71% | 0.41% | $2.73亿 | 160.5万股 | $1.41亿 | 115.1万股 | +45.3万股+39.39% | 加仓 |
| V先锋领航指数基金VTV |
| 0.7% | 0.66% | $2.69亿 | 123.2万股 | $2.29亿 | 116.6万股 | +6.7万股+5.71% | 加仓 |
| I景顺QQQ信托VOO |
| 0.69% | 0.51% | $2.65亿 | 35.9万股 | $1.80亿 | 31.1万股 | +4.8万股+15.50% | 加仓 |
 沃尔玛WMT |
| 0.67% | 0.85% | $2.57亿 | 227.1万股 | $2.95亿 | 237.4万股 | -10.3万股-4.36% | 减仓 |
 家得宝HD |
| 0.64% | 0.72% | $2.46亿 | 69.8万股 | $2.50亿 | 76.1万股 | -6.4万股-8.38% | 减仓 |
 强生JNJ |
| 0.63% | 0.67% | $2.43亿 | 95.6万股 | $2.34亿 | 95.6万股 | +630股+0.07% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.68% | $2.42亿 | 48.4万股 | $2.37亿 | 49.5万股 | -1.2万股-2.37% | 减仓 |
| EEVERPURE CL AEVPR |
| 0.63% | 0.49% | $2.40亿 | 304.8万股 | $1.72亿 | 291.8万股 | +13.0万股+4.46% | 加仓 |
 艺康ECL |
| 0.62% | 0.66% | $2.38亿 | 85.4万股 | $2.30亿 | 86.6万股 | -1.2万股-1.40% | 减仓 |
| WWATSCOWSO |
| 0.61% | 0.61% | $2.35亿 | 56.4万股 | $2.12亿 | 58.3万股 | -1.9万股-3.21% | 减仓 |
 美国运通AXP |
| 0.6% | 0.6% | $2.30亿 | 68.0万股 | $2.10亿 | 69.4万股 | -1.3万股-1.94% | 减仓 |
 PROGRESSIVEPGR |
| 0.59% | 0.69% | $2.26亿 | 103.4万股 | $2.42亿 | 122.0万股 | -18.6万股-15.22% | 减仓 |
 ServiceNowNOW |
| 0.58% | 0.54% | $2.22亿 | 224.0万股 | $1.88亿 | 180.1万股 | +43.9万股+24.38% | 加仓 |
 TransDigmTDG |
| 0.57% | 0.55% | $2.20亿 | 16.5万股 | $1.93亿 | 16.6万股 | -1,288股-0.77% | 减仓 |
 史赛克SYK |
| 0.56% | 0.8% | $2.15亿 | 68.4万股 | $2.79亿 | 84.8万股 | -16.3万股-19.26% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.55% | 0.45% | $2.11亿 | 70.1万股 | $1.56亿 | 62.8万股 | +7.3万股+11.59% | 加仓 |
 CrowdStrikeCRWD |
| 0.54% | 0.28% | $2.08亿 | 27.2万股 | $9,853.1万 | 25.2万股 | +2.0万股+7.87% | 加仓 |
 优步UBER |
| 0.53% | 0.68% | $2.02亿 | 279.5万股 | $2.37亿 | 330.0万股 | -50.5万股-15.31% | 减仓 |
| G通用动力VTI |
| 0.51% | 0.34% | $1.96亿 | 52.9万股 | $1.19亿 | 37.2万股 | +15.6万股+41.94% | 加仓 |
| AAAONAAON |
| 0.51% | 0.38% | $1.95亿 | 153.3万股 | $1.34亿 | 162.2万股 | -8.9万股-5.47% | 减仓 |
 波音BA |
| 0.5% | 0.53% | $1.90亿 | 87.8万股 | $1.84亿 | 92.2万股 | -4.4万股-4.74% | 减仓 |
 DANAHER DEL COMDHR |
| 0.48% | 0.7% | $1.85亿 | 97.1万股 | $2.46亿 | 129.7万股 | -32.6万股-25.12% | 减仓 |
 CINTAS COMCTAS |
| 0.47% | 0.47% | $1.81亿 | 106.4万股 | $1.65亿 | 97.4万股 | +9.0万股+9.24% | 加仓 |
