 苹果AAPL |
| 2.94% | 3.07% | $1.92亿 | 66.2万股 | $1.73亿 | 68.1万股 | -1.9万股-2.74% | 减仓 |
 微软MSFT |
| 2.65% | 3.19% | $1.73亿 | 46.3万股 | $1.79亿 | 48.5万股 | -2.2万股-4.44% | 减仓 |
 英伟达NVDA |
| 2.46% | 2.45% | $1.61亿 | 80.2万股 | $1.38亿 | 79.1万股 | +1.1万股+1.44% | 加仓 |
 谷歌AGOOGL |
| 2.23% | 2.03% | $1.46亿 | 40.7万股 | $1.14亿 | 39.7万股 | +9,740股+2.45% | 加仓 |
 亚马逊AMZN |
| 2.04% | 1.99% | $1.33亿 | 56.0万股 | $1.12亿 | 53.7万股 | +2.3万股+4.20% | 加仓 |
| IiShares安硕信托IEFA |
| 1.91% | 1.93% | $1.25亿 | 129.4万股 | $1.08亿 | 119.6万股 | +9.8万股+8.18% | 加仓 |
 摩根大通JPM |
| 1.87% | 2.13% | $1.22亿 | 37.4万股 | $1.20亿 | 40.8万股 | -3.4万股-8.33% | 减仓 |
| IiShares安硕信托IVV |
| 1.46% | 1.62% | $9,524.5万 | 12.7万股 | $9,114.7万 | 14.0万股 | -1.2万股-8.85% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.42% | 1.42% | $9,246.3万 | 12.4万股 | $7,982.0万 | 12.2万股 | +1,095股+0.89% | 加仓 |
| S嘉信·USSCHX |
| 1.41% | 1.65% | $9,172.8万 | 311.7万股 | $9,300.1万 | 362.7万股 | -51.0万股-14.07% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.37% | 1.33% | $8,907.0万 | 25.2万股 | $7,503.5万 | 26.2万股 | -9,489股-3.63% | 减仓 |
 VisaV |
| 1.24% | 1.31% | $8,078.8万 | 23.5万股 | $7,388.8万 | 24.4万股 | -8,994股-3.68% | 减仓 |
 礼来LLY |
| 1.21% | 1.09% | $7,871.1万 | 6.6万股 | $6,123.2万 | 6.7万股 | -949股-1.43% | 减仓 |
 博通AVGO |
| 1.19% | 1.07% | $7,782.7万 | 20.6万股 | $6,015.7万 | 19.4万股 | +1.2万股+6.00% | 加仓 |
 AMD超威AMD |
| 1.02% | 0.49% | $6,680.3万 | 11.5万股 | $2,755.5万 | 13.5万股 | -2.0万股-15.10% | 减仓 |
 应用材料AMAT |
| 0.97% | 0.64% | $6,332.7万 | 8.8万股 | $3,582.3万 | 10.5万股 | -1.7万股-16.43% | 减仓 |
| IiShares安硕信托IUSV |
| 0.97% | 0.82% | $6,312.5万 | 57.3万股 | $4,595.8万 | 44.9万股 | +12.4万股+27.50% | 加仓 |
| IiShares安硕·S&PIUSG |
| 0.96% | 0.77% | $6,246.0万 | 33.2万股 | $4,350.7万 | 28.0万股 | +5.2万股+18.39% | 加仓 |
 BARCLAYSBCS |
| 0.94% | 0.11% | $6,164.5万 | 228.3万股 | $607.8万 | 28.7万股 | +199.6万股+694.85% | 加仓 |
 PALO ALTOPANW |
| 0.87% | 0.54% | $5,708.7万 | 16.7万股 | $3,017.2万 | 18.8万股 | -2.1万股-11.05% | 减仓 |
 AMETEK COMAME |
| 0.85% | 1.15% | $5,567.1万 | 23.0万股 | $6,436.8万 | 29.8万股 | -6.8万股-22.82% | 减仓 |
 DANAHER DEL COMDHR |
| 0.77% | 0.95% | $5,037.6万 | 26.4万股 | $5,319.8万 | 28.0万股 | -1.6万股-5.74% | 减仓 |
 TJXTJX |
| 0.76% | 0.95% | $4,970.5万 | 32.8万股 | $5,356.5万 | 33.5万股 | -7,321股-2.18% | 减仓 |
 默沙东MRK |
| 0.74% | 0.96% | $4,850.6万 | 37.5万股 | $5,370.9万 | 44.4万股 | -6.8万股-15.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.71% | 0.9% | $4,637.3万 | 9.3万股 | $5,055.5万 | 10.5万股 | -1.3万股-12.16% | 减仓 |
 CrowdStrikeCRWD |
| 0.71% | 0.47% | $4,607.9万 | 6.0万股 | $2,653.7万 | 6.8万股 | -7,592股-11.17% | 减仓 |
 Meta平台META |
| 0.7% | 0.83% | $4,556.9万 | 8.1万股 | $4,654.8万 | 8.1万股 | -462股-0.57% | 减仓 |
| LLUMEN TECHNOLOGIESLUMN |
| 0.69% | 0.73% | $4,509.9万 | 587.2万股 | $4,081.2万 | 587.2万股 | +22股+0.00% | 加仓 |
| IiShares安硕IEMG |
| 0.68% | 0.55% | $4,414.6万 | 53.3万股 | $3,099.7万 | 44.4万股 | +8.9万股+19.92% | 加仓 |
| SSPDR黄金信托GLD |
| 0.65% | 0.85% | $4,234.2万 | 11.5万股 | $4,763.0万 | 11.1万股 | +4,247股+3.84% | 加仓 |
| IiShares安硕信托IEI |
| 0.62% | 0.87% | $4,067.2万 | 34.6万股 | $4,892.8万 | 41.3万股 | -6.6万股-16.06% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.62% | 0.66% | $4,020.4万 | 38.7万股 | $3,694.9万 | 38.0万股 | +6,617股+1.74% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.61% | 0.71% | $3,951.4万 | 2.9万股 | $3,971.2万 | 3.6万股 | -7,722股-21.29% | 减仓 |
 雷神技术RTX |
| 0.56% | 0.8% | $3,679.0万 | 19.4万股 | $4,469.3万 | 23.2万股 | -3.8万股-16.31% | 减仓 |
 BOOKING COMBKNG |
| 0.55% | 0.66% | $3,574.8万 | 20.1万股 | $3,694.0万 | 8,774股 | +19.2万股+2,185.89% | 加仓 |
 柯蒂斯怀特CW |
| 0.54% | 0.65% | $3,533.0万 | 4.7万股 | $3,644.6万 | 5.3万股 | -6,883股-12.87% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.54% | 0.6% | $3,525.6万 | 19.3万股 | $3,354.8万 | 20.1万股 | -7,748股-3.85% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.53% | 0.56% | $3,467.7万 | 8.7万股 | $3,167.3万 | 10.0万股 | -1.2万股-12.30% | 减仓 |
 CENTRAL SECSCET |
| 0.53% | 0.61% | $3,447.8万 | 68.0万股 | $3,442.1万 | 67.5万股 | +5,385股+0.80% | 加仓 |
 FEDERAL RLTY INVT TR NEWFRT |
| 0.52% | 0.53% | $3,402.7万 | 27.6万股 | $2,984.9万 | 28.1万股 | -5,381股-1.91% | 减仓 |
| IIBMIBM |
| 0.51% | 0.5% | $3,345.8万 | 11.9万股 | $2,808.4万 | 11.6万股 | +3,117股+2.69% | 加仓 |
 WHIRLPOOL COMWHR |
| 0.51% | 0.64% | $3,344.5万 | 84.8万股 | $3,583.8万 | 66.5万股 | +18.4万股+27.65% | 加仓 |
 EOG资源EOG |
| 0.51% | 0.65% | $3,326.2万 | 25.6万股 | $3,632.7万 | 25.1万股 | +5,118股+2.04% | 加仓 |
 哈勃HUBB |
| 0.51% | 0.53% | $3,303.2万 | 6.3万股 | $2,951.6万 | 6.0万股 | +2,989股+4.97% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.5% | 0.33% | $3,285.3万 | 20.8万股 | $1,837.3万 | 14.4万股 | +6.4万股+44.32% | 加仓 |
 美光科技MU |
| 0.5% | 0.05% | $3,281.9万 | 2.8万股 | $265.0万 | 7,842股 | +2.1万股+262.57% | 加仓 |
| RRBC BEARINGSRBC |
| 0.5% | 0.48% | $3,249.0万 | 5.0万股 | $2,687.7万 | 4.9万股 | +960股+1.94% | 加仓 |
| T赛默飞世尔TMO |
| 0.49% | 0.5% | $3,225.4万 | 6.4万股 | $2,832.7万 | 5.8万股 | +6,695股+11.62% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.49% | 0.42% | $3,167.8万 | 5.1万股 | $2,374.0万 | 6.0万股 | -8,875股-14.74% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.48% | 0.57% | $3,132.1万 | 5.9万股 | $3,214.1万 | 5.7万股 | +2,295股+4.01% | 加仓 |
