 英伟达NVDA |
| 8.57% | 7.8% | $1.20亿 | 60.1万股 | $1.01亿 | 58.0万股 | +2.0万股+3.51% | 加仓 |
 苹果AAPL |
| 8.39% | 8.38% | $1.18亿 | 40.7万股 | $1.09亿 | 42.8万股 | -2.2万股-5.04% | 减仓 |
 谷歌AGOOGL |
| 7.24% | 6.66% | $1.02亿 | 28.4万股 | $8,650.5万 | 30.1万股 | -1.7万股-5.58% | 减仓 |
 微软MSFT |
| 4.99% | 5.74% | $6,995.5万 | 18.8万股 | $7,456.8万 | 20.1万股 | -1.4万股-6.90% | 减仓 |
 亚马逊AMZN |
| 4.52% | 4.44% | $6,345.8万 | 26.6万股 | $5,759.3万 | 27.7万股 | -1.0万股-3.72% | 减仓 |
 AMD超威AMD |
| 4.16% | 1.74% | $5,831.6万 | 10.0万股 | $2,253.8万 | 11.1万股 | -1.0万股-9.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.11% | 3.73% | $5,764.6万 | 11.5万股 | $4,841.3万 | 10.1万股 | +1.4万股+14.03% | 加仓 |
 VisaV |
| 3.29% | 3.22% | $4,621.1万 | 13.5万股 | $4,182.0万 | 13.8万股 | -3,676股-2.66% | 减仓 |
 摩根大通JPM |
| 3.27% | 3.42% | $4,590.8万 | 14.0万股 | $4,437.7万 | 15.1万股 | -1.1万股-7.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.93% | 2.6% | $4,107.7万 | 11.6万股 | $3,381.4万 | 11.8万股 | -1,621股-1.38% | 减仓 |
 默沙东MRK |
| 2.76% | 2.87% | $3,877.5万 | 30.2万股 | $3,721.0万 | 30.9万股 | -7,588股-2.45% | 减仓 |
 高盛GS |
| 2.52% | 2.42% | $3,532.2万 | 3.5万股 | $3,139.9万 | 3.7万股 | -2,190股-5.90% | 减仓 |
 艾伯维ABBV |
| 2.46% | 2.39% | $3,447.0万 | 13.7万股 | $3,108.3万 | 14.3万股 | -5,934股-4.15% | 减仓 |
| T赛默飞世尔TMO |
| 2.01% | 2.4% | $2,816.5万 | 5.6万股 | $3,110.7万 | 6.3万股 | -7,107股-11.23% | 减仓 |
 雪佛龙CVX |
| 1.83% | 2.6% | $2,564.6万 | 15.5万股 | $3,375.6万 | 16.3万股 | -8,433股-5.17% | 减仓 |
 好市多COST |
| 1.69% | 2.37% | $2,365.6万 | 2.5万股 | $3,080.2万 | 3.1万股 | -5,625股-18.20% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 1.49% | 1.39% | $2,093.3万 | 23.6万股 | $1,810.5万 | 23.8万股 | -1,450股-0.61% | 减仓 |
| I景顺QQQ信托VOO |
| 1.45% | 1.24% | $2,028.8万 | 2.8万股 | $1,611.5万 | 2.8万股 | -371股-1.33% | 减仓 |
 MCKESSON COMMCK |
| 1.44% | 2.02% | $2,022.2万 | 2.7万股 | $2,621.9万 | 3.0万股 | -3,535股-11.67% | 减仓 |
| Q高通QCOM |
| 1.44% | 1.16% | $2,014.0万 | 10.9万股 | $1,503.3万 | 11.7万股 | -7,749股-6.64% | 减仓 |
 嘉信理财SCHW |
| 1.31% | 1.48% | $1,833.6万 | 19.9万股 | $1,919.5万 | 20.4万股 | -5,529股-2.71% | 减仓 |
 强生JNJ |
| 1.3% | 1.44% | $1,827.3万 | 7.2万股 | $1,871.2万 | 7.7万股 | -4,602股-6.01% | 减仓 |
 霍尼韦尔HON |
| 1.2% | 2.38% | $1,684.6万 | 7.5万股 | $3,089.8万 | 13.7万股 | -6.1万股-44.96% | 减仓 |
 DANAHER DEL COMDHR |
| 1.19% | 1.37% | $1,675.8万 | 8.8万股 | $1,779.4万 | 9.4万股 | -5,876股-6.26% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.19% | — | $1,670.0万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 迈威尔MRVL |
| 1.08% | 0.45% | $1,520.4万 | 5.1万股 | $583.1万 | 5.9万股 | -7,829股-13.30% | 减仓 |
 辉瑞PFE |
| 1.06% | 1.31% | $1,492.6万 | 62.0万股 | $1,698.5万 | 60.5万股 | +1.5万股+2.47% | 加仓 |
 飞塔FTNT |
| 0.99% | 0.57% | $1,382.6万 | 9.0万股 | $735.5万 | 9.0万股 | 00.00% | 持仓不变 |
| KKKR & COMKKR |
| 0.83% | 0.78% | $1,161.1万 | 12.7万股 | $1,012.6万 | 10.9万股 | +1.7万股+15.57% | 加仓 |
 自由港麦克莫兰FCX |
| 0.82% | 0.85% | $1,156.8万 | 18.4万股 | $1,104.1万 | 18.8万股 | -3,895股-2.07% | 减仓 |
 摩根士丹利MS |
| 0.77% | 0.65% | $1,077.5万 | 5.2万股 | $844.8万 | 5.1万股 | +209股+0.41% | 加仓 |
 家得宝HD |
| 0.75% | 0.92% | $1,058.6万 | 3.0万股 | $1,199.0万 | 3.6万股 | -6,438股-17.66% | 减仓 |
 史赛克SYK |
| 0.66% | 0.79% | $932.4万 | 3.0万股 | $1,020.9万 | 3.1万股 | -1,456股-4.69% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.61% | 0.63% | $850.6万 | 2.1万股 | $812.9万 | 2.6万股 | -4,135股-16.18% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.57% | 0.66% | $795.7万 | 24.9万股 | $855.5万 | 25.5万股 | -6,250股-2.45% | 减仓 |
 万事达MA |
| 0.56% | 0.63% | $783.8万 | 1.5万股 | $815.9万 | 1.6万股 | -1,070股-6.55% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.56% | 0.95% | $778.9万 | 18.2万股 | $1,236.7万 | 19.7万股 | -1.5万股-7.40% | 减仓 |
 甲骨文ORCL |
| 0.51% | 0.64% | $715.1万 | 4.9万股 | $830.7万 | 5.6万股 | -7,676股-13.59% | 减仓 |
| JJ P MORGAN EXCHANGE TRADED FD U S TECH LEADERSJTEK |
| 0.48% | 0.15% | $666.5万 | 6.0万股 | $190.1万 | 2.4万股 | +3.6万股+149.93% | 加仓 |
| TTPG COM CL ATPG |
| 0.45% | 0.76% | $631.1万 | 15.6万股 | $982.8万 | 24.3万股 | -8.7万股-35.85% | 减仓 |
 迪士尼DIS |
| 0.44% | 0.6% | $619.6万 | 6.4万股 | $776.2万 | 8.1万股 | -1.6万股-20.07% | 减仓 |
 礼来LLY |
| 0.38% | 0.33% | $533.5万 | 4,448股 | $430.0万 | 4,675股 | -227股-4.86% | 减仓 |
| MMPLXFFUT |
| 0.38% | 0.41% | $531.8万 | 9.4万股 | $538.7万 | 9.4万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.36% | 0.34% | $504.4万 | 6,755股 | $444.6万 | 6,837股 | -82股-1.20% | 减仓 |
 黑石集团BX |
| 0.33% | 0.27% | $459.5万 | 3.9万股 | $354.4万 | 3.1万股 | +8,231股+26.71% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.31% | 0.35% | $437.8万 | 11.9万股 | $450.7万 | 11.9万股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.29% | 0.27% | $410.4万 | 9,630股 | $352.7万 | 9,862股 | -232股-2.35% | 减仓 |
| G高盛ETF信托GINC |
| 0.29% | 0.3% | $406.0万 | 7.3万股 | $383.6万 | 7.7万股 | -3,600股-4.70% | 减仓 |
 PALO ALTOPANW |
| 0.28% | 0.14% | $392.2万 | 1.2万股 | $181.3万 | 1.1万股 | +195股+1.72% | 加仓 |
 英特尔INTC |
| 0.26% | 0.1% | $358.8万 | 2.6万股 | $132.5万 | 3.0万股 | -4,334股-14.43% | 减仓 |
