 博通AVGO |
| 4.24% | 3.82% | $4,956.9万 | 13.1万股 | $4,132.2万 | 13.4万股 | -2,287股-1.71% | 减仓 |
 苹果AAPL |
| 3.4% | 2.26% | $3,970.4万 | 13.7万股 | $2,443.8万 | 9.6万股 | +4.1万股+42.50% | 加仓 |
 谷歌AGOOGL |
| 3.23% | 2.75% | $3,774.6万 | 10.6万股 | $2,968.1万 | 10.3万股 | +2,406股+2.33% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.78% | 2.62% | $3,248.8万 | 4.4万股 | $2,835.8万 | 4.4万股 | -100股-0.23% | 减仓 |
 英伟达NVDA |
| 2.69% | 2.34% | $3,143.7万 | 15.7万股 | $2,531.5万 | 14.5万股 | +1.2万股+8.24% | 加仓 |
 微软MSFT |
| 2.68% | 2.28% | $3,132.4万 | 8.4万股 | $2,461.9万 | 6.7万股 | +1.7万股+26.26% | 加仓 |
 安费诺APH |
| 2.45% | 1.96% | $2,862.1万 | 16.2万股 | $2,121.3万 | 16.8万股 | -5,569股-3.32% | 减仓 |
 摩根大通JPM |
| 2.29% | 2.24% | $2,677.1万 | 8.2万股 | $2,424.5万 | 8.2万股 | -636股-0.77% | 减仓 |
| IiShares安硕信托ICSH |
| 2.25% | — | $2,625.1万 | 51.9万股 | $0 | 0股 | +51.9万股 | 新买入 |
 PALO ALTOPANW |
| 2.12% | 1.08% | $2,481.9万 | 7.3万股 | $1,167.9万 | 7.3万股 | -72股-0.10% | 减仓 |
 RUSH ENTERPRISESRUSHA |
| 1.99% | 1.94% | $2,327.6万 | 31.9万股 | $2,094.4万 | 31.7万股 | +2,113股+0.67% | 加仓 |
 康宁GLW |
| 1.89% | 1.13% | $2,204.5万 | 8.6万股 | $1,220.0万 | 9.0万股 | -3,420股-3.81% | 减仓 |
| VVictory Portfolios Ii Victoryshares Short-Term Bond EtfUSTB |
| 1.65% | 1.75% | $1,923.5万 | 38.0万股 | $1,886.4万 | 37.3万股 | +7,028股+1.88% | 加仓 |
 高盛GS |
| 1.61% | 1.5% | $1,885.3万 | 1.9万股 | $1,617.6万 | 1.9万股 | -480股-2.51% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.54% | 1.2% | $1,795.7万 | 19.7万股 | $1,296.8万 | 20.1万股 | -3,809股-1.90% | 减仓 |
 礼来LLY |
| 1.52% | 1.27% | $1,771.3万 | 1.5万股 | $1,369.1万 | 1.5万股 | -117股-0.79% | 减仓 |
 强生JNJ |
| 1.48% | 1.56% | $1,725.4万 | 6.8万股 | $1,688.2万 | 6.9万股 | -1,127股-1.63% | 减仓 |
 亚马逊AMZN |
| 1.39% | 1.31% | $1,622.0万 | 6.8万股 | $1,415.9万 | 6.8万股 | +66股+0.10% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.39% | 0.59% | $1,618.9万 | 3.8万股 | $638.1万 | 3.9万股 | -1,354股-3.48% | 减仓 |
| SSPDR黄金信托GLD |
| 1.34% | 1.72% | $1,570.9万 | 4.3万股 | $1,860.0万 | 4.3万股 | -583股-1.35% | 减仓 |
 沃尔玛WMT |
| 1.31% | 1.59% | $1,536.1万 | 13.6万股 | $1,716.9万 | 13.8万股 | -2,519股-1.82% | 减仓 |
 TJXTJX |
| 1.26% | 1.45% | $1,471.9万 | 9.7万股 | $1,570.0万 | 9.8万股 | -1,156股-1.18% | 减仓 |
 好市多COST |
| 1.25% | 1.44% | $1,462.0万 | 1.6万股 | $1,555.9万 | 1.6万股 | +14股+0.09% | 加仓 |
 Meta平台META |
| 1.22% | 1.3% | $1,422.0万 | 2.5万股 | $1,408.4万 | 2.5万股 | +628股+2.55% | 加仓 |
 伊顿ETN |
| 1.17% | 1.06% | $1,364.4万 | 3.2万股 | $1,150.2万 | 3.2万股 | -138股-0.43% | 减仓 |
 埃克森美孚XOM |
| 1.14% | 1.56% | $1,335.4万 | 9.8万股 | $1,685.2万 | 9.9万股 | -1,655股-1.67% | 减仓 |
 联合太平洋铁路UNP |
| 1.09% | 1.06% | $1,279.1万 | 4.7万股 | $1,140.9万 | 4.7万股 | -1股-0.00% | 减仓 |
 VisaV |
| 1.06% | 1% | $1,243.2万 | 3.6万股 | $1,079.0万 | 3.6万股 | +534股+1.50% | 加仓 |
| T赛默飞世尔TMO |
| 1.02% | 1.06% | $1,191.7万 | 2.4万股 | $1,148.3万 | 2.3万股 | +408股+1.75% | 加仓 |
 WASTE MGMT DELWM |
| 0.99% | 1.1% | $1,161.4万 | 5.2万股 | $1,186.8万 | 5.2万股 | +464股+0.90% | 加仓 |
 嘉信理财SCHW |
| 0.98% | 1.07% | $1,145.2万 | 12.4万股 | $1,158.8万 | 12.3万股 | +815股+0.66% | 加仓 |
 宝洁PG |
| 0.94% | 0.98% | $1,097.8万 | 7.5万股 | $1,062.8万 | 7.4万股 | +1,284股+1.75% | 加仓 |
 MCKESSON COMMCK |
| 0.94% | 1.15% | $1,094.7万 | 1.4万股 | $1,245.9万 | 1.4万股 | +90股+0.63% | 加仓 |
 BOOKING COMBKNG |
| 0.92% | 0.92% | $1,078.2万 | 6.0万股 | $998.3万 | 2,371股 | +5.8万股+2,451.24% | 加仓 |
| N新纪元能源NEE |
| 0.91% | 1.05% | $1,063.7万 | 12.1万股 | $1,130.1万 | 12.2万股 | -480股-0.39% | 减仓 |
 雪佛龙CVX |
| 0.89% | 1.21% | $1,044.5万 | 6.3万股 | $1,312.1万 | 6.3万股 | -405股-0.64% | 减仓 |
 思科CSCO |
| 0.89% | 0.65% | $1,040.6万 | 8.9万股 | $702.2万 | 9.1万股 | -1,914股-2.11% | 减仓 |
 AON SHS CL AAON |
| 0.88% | 0.91% | $1,030.1万 | 3.1万股 | $981.0万 | 3.0万股 | +665股+2.19% | 加仓 |
 LOWES COS COMLOW |
| 0.85% | 0.97% | $998.6万 | 4.5万股 | $1,053.6万 | 4.5万股 | +698股+1.57% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.85% | 0.94% | $988.8万 | 2.4万股 | $1,019.3万 | 2.3万股 | +323股+1.38% | 加仓 |
 ServiceNowNOW |
| 0.84% | 0.93% | $977.3万 | 9.8万股 | $1,002.0万 | 9.6万股 | +2,603股+2.72% | 加仓 |
| B纽约梅隆银行BK |
| 0.83% | 0.76% | $970.4万 | 6.7万股 | $820.0万 | 6.9万股 | -2,014股-2.91% | 减仓 |
| F第一信托交易所交易基金IIIFMB |
| 0.81% | 0.87% | $950.4万 | 18.5万股 | $937.3万 | 18.5万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.81% | 0.85% | $947.9万 | 13.1万股 | $916.5万 | 12.7万股 | +3,944股+3.10% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.81% | 1.01% | $943.0万 | 2.1万股 | $1,089.4万 | 2.1万股 | +70股+0.34% | 加仓 |
 恩智浦NXPI |
| 0.78% | 0.6% | $916.2万 | 3.3万股 | $644.8万 | 3.3万股 | -151股-0.46% | 减仓 |
 T-MOBILE US COMTMUS |
| 0.78% | 1.02% | $907.2万 | 5.4万股 | $1,103.2万 | 5.3万股 | +1,558股+2.97% | 加仓 |
 NETFLIXNFLX |
| 0.75% | 1.07% | $873.7万 | 12.2万股 | $1,157.1万 | 12.0万股 | +2,032股+1.69% | 加仓 |
| SSPDR道富系列信托SPTL |
| 0.74% | 0.83% | $868.1万 | 33.1万股 | $900.9万 | 34.3万股 | -1.2万股-3.39% | 减仓 |
 德州仪器TXN |
| 0.72% | 0.52% | $843.4万 | 2.8万股 | $558.6万 | 2.9万股 | -479股-1.66% | 减仓 |
