 AMD超威AMD |
| 8.59% | 3.87% | $5,552.0万 | 9.6万股 | $2,098.2万 | 10.3万股 | -7,567股-7.34% | 减仓 |
 谷歌AGOOGL |
| 7.58% | 7.37% | $4,897.5万 | 13.7万股 | $3,996.6万 | 13.9万股 | -1,940股-1.40% | 减仓 |
 英伟达NVDA |
| 6.03% | 6.4% | $3,896.5万 | 19.5万股 | $3,473.0万 | 19.9万股 | -4,400股-2.21% | 减仓 |
 苹果AAPL |
| 5.24% | 5.49% | $3,387.0万 | 11.7万股 | $2,975.6万 | 11.7万股 | -197股-0.17% | 减仓 |
 ANALOG DEVICES COMADI |
| 4.47% | 4.44% | $2,891.2万 | 7.3万股 | $2,410.1万 | 7.6万股 | -2,962股-3.91% | 减仓 |
 微软MSFT |
| 3.31% | 3.8% | $2,137.0万 | 5.7万股 | $2,063.0万 | 5.6万股 | +1,557股+2.79% | 加仓 |
 雷神技术RTX |
| 3.21% | 3.86% | $2,074.9万 | 10.9万股 | $2,092.0万 | 10.8万股 | +912股+0.84% | 加仓 |
 万事达MA |
| 2.99% | 3.4% | $1,930.3万 | 3.8万股 | $1,843.7万 | 3.7万股 | +684股+1.85% | 加仓 |
 强生JNJ |
| 2.95% | 3.31% | $1,905.3万 | 7.5万股 | $1,797.5万 | 7.4万股 | +1,483股+2.02% | 加仓 |
 罗克韦尔自动化ROK |
| 2.89% | 2.43% | $1,870.5万 | 3.8万股 | $1,319.1万 | 3.7万股 | +1,025股+2.79% | 加仓 |
 亚马逊AMZN |
| 2.89% | 2.91% | $1,865.4万 | 7.8万股 | $1,579.7万 | 7.6万股 | +2,415股+3.18% | 加仓 |
 TJXTJX |
| 2.61% | 3.22% | $1,684.2万 | 11.1万股 | $1,745.2万 | 10.9万股 | +1,883股+1.72% | 加仓 |
 应用材料AMAT |
| 2.56% | 1.34% | $1,653.6万 | 2.3万股 | $726.2万 | 2.1万股 | +1,625股+7.65% | 加仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.55% | 2.5% | $1,649.2万 | 25.3万股 | $1,353.7万 | 24.9万股 | +4,318股+1.74% | 加仓 |
 宝洁PG |
| 2.39% | 2.75% | $1,544.2万 | 10.5万股 | $1,492.7万 | 10.3万股 | +1,960股+1.90% | 加仓 |
 礼来LLY |
| 2.19% | 1.57% | $1,417.2万 | 1.2万股 | $852.4万 | 9,268股 | +2,548股+27.49% | 加仓 |
 家得宝HD |
| 2.02% | 2.2% | $1,303.1万 | 3.7万股 | $1,191.5万 | 3.6万股 | +722股+1.99% | 加仓 |
 ADPADP |
| 1.95% | 2.07% | $1,262.9万 | 5.6万股 | $1,124.4万 | 5.5万股 | +1,050股+1.90% | 加仓 |
 DANAHER DEL COMDHR |
| 1.92% | 2.29% | $1,239.5万 | 6.5万股 | $1,243.9万 | 6.6万股 | -534股-0.81% | 减仓 |
 雅培ABT |
| 1.79% | 2.37% | $1,156.9万 | 12.7万股 | $1,287.6万 | 12.5万股 | +2,084股+1.66% | 加仓 |
 APTARGROUPATR |
| 1.7% | 2.06% | $1,099.7万 | 8.8万股 | $1,114.5万 | 8.8万股 | -608股-0.69% | 减仓 |
 加拿大国家铁路CNI |
| 1.54% | 1.55% | $995.5万 | 8.3万股 | $839.6万 | 8.2万股 | +1,790股+2.19% | 加仓 |
 福泰制药VRTX |
| 1.5% | 1.54% | $971.1万 | 2.0万股 | $833.1万 | 1.9万股 | +893股+4.79% | 加仓 |
| FFPA CRESCENTFPACX |
| 1.49% | 1.65% | $961.3万 | 21.2万股 | $897.3万 | 21.1万股 | +969股+0.46% | 加仓 |
 赛莱默XYL |
| 1.4% | 1.64% | $903.9万 | 7.6万股 | $890.0万 | 7.4万股 | +1,987股+2.67% | 加仓 |
| BBOSTON PARTNERS LONG/SHORT RSRCH INSTLBPIRX |
| 1.37% | 1.52% | $885.7万 | 59.3万股 | $827.0万 | 59.3万股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 1.26% | 0.72% | $814.7万 | 1.1万股 | $391.4万 | 1.0万股 | +650股+6.48% | 加仓 |
| NNEUBERGER BERMAN LONG SHORT INSTLNLSIX |
| 1.25% | 1.43% | $806.4万 | 39.6万股 | $776.0万 | 39.6万股 | 00.00% | 持仓不变 |
| GGQG PARTNERS EMERGING MARKETS EQUITYINSTGQGIX |
| 1.14% | 1.33% | $736.5万 | 39.7万股 | $723.0万 | 39.7万股 | 00.00% | 持仓不变 |
| AAMG RIVER ROAD SMALL-MID CAP VARIMX |
| 1.1% | 1.21% | $711.1万 | 67.3万股 | $658.6万 | 67.3万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.03% | 1.44% | $664.6万 | 4.9万股 | $779.1万 | 4.6万股 | +2,685股+5.85% | 加仓 |
 博通AVGO |
| 0.79% | 0.63% | $509.0万 | 1.3万股 | $343.0万 | 1.1万股 | +2,391股+21.57% | 加仓 |
 美国运通AXP |
| 0.79% | 0.65% | $507.5万 | 1.5万股 | $350.3万 | 1.2万股 | +3,425股+29.58% | 加仓 |
 GE VernovaGEV |
| 0.77% | 0.66% | $499.8万 | 4,254股 | $355.4万 | 4,072股 | +182股+4.47% | 加仓 |
| N新纪元能源NEE |
| 0.72% | 0.53% | $465.3万 | 5.3万股 | $287.5万 | 3.1万股 | +2.2万股+71.27% | 加仓 |
 阿斯麦ASML |
| 0.7% | 0.49% | $455.4万 | 2,322股 | $264.2万 | 2,000股 | +322股+16.10% | 加仓 |
 雪佛龙CVX |
| 0.7% | 1.07% | $450.2万 | 2.7万股 | $581.2万 | 2.8万股 | -934股-3.32% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.58% | 0.6% | $373.4万 | 5,000股 | $325.2万 | 5,000股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.57% | 0.58% | $365.2万 | 1.0万股 | $312.5万 | 1.1万股 | -560股-5.14% | 减仓 |
 艾伯维ABBV |
| 0.55% | 0.55% | $352.6万 | 1.4万股 | $300.8万 | 1.4万股 | +180股+1.30% | 加仓 |
 优步UBER |
| 0.53% | 0.58% | $343.4万 | 4.8万股 | $314.3万 | 4.4万股 | +3,899股+8.92% | 加仓 |
 台积电TSM |
| 0.52% | 0.44% | $339.1万 | 7,100股 | $240.1万 | 7,105股 | -5股-0.07% | 减仓 |
 嘉信理财SCHW |
| 0.49% | 0.54% | $315.1万 | 3.4万股 | $293.8万 | 3.1万股 | +2,890股+9.24% | 加仓 |
 默沙东MRK |
| 0.47% | 0.49% | $301.8万 | 2.3万股 | $267.6万 | 2.2万股 | +1,234股+5.55% | 加仓 |
 联合太平洋铁路UNP |
| 0.47% | 0.49% | $300.6万 | 1.1万股 | $268.1万 | 1.1万股 | 00.00% | 持仓不变 |
| EENERGY TRANSFER L PET |
| 0.37% | 0.44% | $239.0万 | 12.5万股 | $241.3万 | 12.5万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.34% | 0.29% | $217.8万 | 6,505股 | $155.4万 | 6,200股 | +305股+4.92% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.34% | 0.18% | $217.4万 | 1.3万股 | $97.2万 | 5,983股 | +7,060股+118.00% | 加仓 |
 AIRBNB COM CL AABNB |
| 0.33% | 0.35% | $213.3万 | 1.5万股 | $188.2万 | 1.5万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托SPTM |
| 0.3% | 0.31% | $191.6万 | 2.1万股 | $170.8万 | 2.2万股 | -500股-2.31% | 减仓 |
