 泛林集团LRCX |
| 5.29% | 4.02% | $3,763.8万 | 8.7万股 | $2,442.4万 | 11.4万股 | -2.7万股-24.02% | 减仓 |
 高盛GS |
| 4.21% | 4.08% | $2,997.7万 | 3.0万股 | $2,478.0万 | 2.9万股 | +349股+1.19% | 加仓 |
 博通AVGO |
| 4.08% | 3.95% | $2,904.8万 | 7.7万股 | $2,400.1万 | 7.8万股 | -649股-0.84% | 减仓 |
 谷歌AGOOGL |
| 3.53% | 3.48% | $2,508.7万 | 7.0万股 | $2,118.2万 | 7.4万股 | -3,462股-4.70% | 减仓 |
 美国运通AXP |
| 3.47% | 3.18% | $2,466.3万 | 7.3万股 | $1,933.0万 | 6.4万股 | +9,007股+14.09% | 加仓 |
 微软MSFT |
| 3.19% | 3.65% | $2,271.0万 | 6.1万股 | $2,218.4万 | 6.0万股 | +954股+1.59% | 加仓 |
 苹果AAPL |
| 3.05% | 3.12% | $2,166.3万 | 7.5万股 | $1,896.2万 | 7.5万股 | +149股+0.20% | 加仓 |
 摩根大通JPM |
| 3.03% | 3.13% | $2,156.4万 | 6.6万股 | $1,902.9万 | 6.5万股 | +1,190股+1.84% | 加仓 |
 沃尔玛WMT |
| 2.67% | 3.36% | $1,897.6万 | 16.8万股 | $2,039.9万 | 16.4万股 | +3,405股+2.07% | 加仓 |
 艾伯维ABBV |
| 2.53% | 2.52% | $1,797.7万 | 7.1万股 | $1,534.7万 | 7.1万股 | +876股+1.24% | 加仓 |
 PALO ALTOPANW |
| 2.42% | 1.35% | $1,724.0万 | 5.1万股 | $818.3万 | 5.1万股 | -485股-0.95% | 减仓 |
 英伟达NVDA |
| 2.24% | 1.51% | $1,590.4万 | 7.9万股 | $916.0万 | 5.3万股 | +2.7万股+51.34% | 加仓 |
 QUANTA SVCSPWR |
| 2.23% | 2.16% | $1,583.6万 | 2.2万股 | $1,314.7万 | 2.4万股 | -1,953股-8.16% | 减仓 |
 家得宝HD |
| 2.21% | 2.01% | $1,569.4万 | 4.4万股 | $1,220.9万 | 3.7万股 | +7,377股+19.87% | 加仓 |
 思科CSCO |
| 2.09% | 1.57% | $1,488.2万 | 12.7万股 | $956.8万 | 12.3万股 | +3,386股+2.75% | 加仓 |
 雷神技术RTX |
| 2.05% | 2.38% | $1,455.7万 | 7.7万股 | $1,446.8万 | 7.5万股 | +1,722股+2.30% | 加仓 |
 GE VernovaGEV |
| 1.82% | 0.58% | $1,293.1万 | 1.1万股 | $354.6万 | 4,062股 | +6,944股+170.95% | 加仓 |
 亚马逊AMZN |
| 1.79% | 1.84% | $1,270.6万 | 5.3万股 | $1,115.8万 | 5.4万股 | -266股-0.50% | 减仓 |
 强生JNJ |
| 1.77% | 1.96% | $1,262.4万 | 5.0万股 | $1,192.8万 | 4.9万股 | +909股+1.86% | 加仓 |
 TJXTJX |
| 1.69% | 1.65% | $1,199.0万 | 7.9万股 | $1,002.6万 | 6.3万股 | +1.6万股+26.06% | 加仓 |
 CARRIER GLOBALCARR |
| 1.56% | 1.37% | $1,108.8万 | 15.1万股 | $830.0万 | 14.7万股 | +3,764股+2.55% | 加仓 |
 星巴克SBUX |
| 1.54% | 1.39% | $1,093.2万 | 10.7万股 | $842.2万 | 9.4万股 | +1.3万股+13.80% | 加仓 |
 甲骨文ORCL |
| 1.4% | 1.61% | $994.2万 | 6.8万股 | $975.7万 | 6.6万股 | +1,516股+2.29% | 加仓 |
 L3哈里斯LHX |
| 1.4% | 1.93% | $994.1万 | 3.4万股 | $1,174.9万 | 3.4万股 | +168股+0.49% | 加仓 |
 钢铁动力STLD |
| 1.39% | 1.55% | $986.1万 | 4.3万股 | $942.5万 | 5.2万股 | -9,384股-17.92% | 减仓 |
 艾默生电气EMR |
| 1.38% | 1.45% | $982.8万 | 6.9万股 | $879.1万 | 6.7万股 | +1,561股+2.33% | 加仓 |
 雪佛龙CVX |
| 1.27% | 1.82% | $906.2万 | 5.5万股 | $1,104.2万 | 5.3万股 | +1,297股+2.43% | 加仓 |
| IIBMIBM |
| 1.24% | 0.96% | $881.8万 | 3.1万股 | $583.6万 | 2.4万股 | +7,281股+30.24% | 加仓 |
 麦当劳MCD |
| 1.21% | 1.37% | $862.2万 | 3.2万股 | $832.2万 | 2.7万股 | +5,120股+19.12% | 加仓 |
 CrowdStrikeCRWD |
| 1.21% | 0.73% | $861.7万 | 1.1万股 | $443.7万 | 1.1万股 | -73股-0.64% | 减仓 |
 D R HORTONDHI |
| 1.13% | 1.08% | $803.9万 | 4.9万股 | $653.8万 | 4.8万股 | +1,713股+3.60% | 加仓 |
 威廉姆斯WMB |
| 1.13% | 1.26% | $802.1万 | 10.8万股 | $763.1万 | 10.5万股 | +3,048股+2.91% | 加仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 1.07% | 1.19% | $763.7万 | 17.0万股 | $722.4万 | 16.3万股 | +7,759股+4.77% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.06% | 1.3% | $751.9万 | 1.6万股 | $791.3万 | 1.6万股 | +58股+0.36% | 加仓 |
| HHewlett Packard EnterpriseHPE |
| 1.02% | 0.68% | $727.6万 | 6.2万股 | $413.9万 | 6.4万股 | -1,320股-2.07% | 减仓 |
| PPROLOGIS COMPLD |
| 0.99% | 1.1% | $707.1万 | 5.2万股 | $671.4万 | 5.1万股 | +1,400股+2.76% | 加仓 |
 特斯拉TSLA |
| 0.99% | 1.01% | $701.9万 | 1.7万股 | $612.1万 | 1.6万股 | +223股+1.35% | 加仓 |
 优步UBER |
| 0.98% | 1.13% | $695.6万 | 9.6万股 | $687.5万 | 9.6万股 | +816股+0.85% | 加仓 |
| N新纪元能源NEE |
| 0.93% | 1.12% | $660.6万 | 7.5万股 | $682.7万 | 7.4万股 | +1,759股+2.39% | 加仓 |
 AMD超威AMD |
| 0.91% | 0.37% | $647.8万 | 1.1万股 | $226.2万 | 1.1万股 | +34股+0.31% | 加仓 |
 迪尔DE |
| 0.9% | 0.91% | $638.5万 | 1.0万股 | $550.4万 | 9,771股 | +295股+3.02% | 加仓 |
 ServiceNowNOW |
| 0.88% | 1.08% | $624.9万 | 6.3万股 | $656.4万 | 6.3万股 | +164股+0.26% | 加仓 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 0.75% | 0.84% | $536.6万 | 4,294股 | $509.1万 | 4,213股 | +81股+1.92% | 加仓 |
| W富国银行WFC |
| 0.73% | 0.84% | $516.8万 | 4,451股 | $507.7万 | 4,429股 | +22股+0.50% | 加仓 |
 伊顿ETN |
| 0.67% | 0.69% | $473.0万 | 1.1万股 | $417.0万 | 1.2万股 | -558股-4.79% | 减仓 |
 好市多COST |
| 0.63% | 0.88% | $447.4万 | 4,783股 | $535.0万 | 5,369股 | -586股-10.91% | 减仓 |
 谷歌AGOOGL |
| 0.59% | — | $418.9万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 美光科技MU |
| 0.57% | — | $407.0万 | 3,526股 | $0 | 0股 | +3,526股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.55% | 0.49% | $390.4万 | 5.1万股 | $296.9万 | 5.2万股 | -935股-1.81% | 减仓 |
 VisaV |
| 0.52% | 0.54% | $366.7万 | 1.1万股 | $328.7万 | 1.1万股 | -187股-1.72% | 减仓 |
