 应用材料AMAT |
| 3.79% | 2.15% | $857.1万 | 1.2万股 | $428.9万 | 1.3万股 | -693股-5.52% | 减仓 |
 黑石集团BX |
| 3.38% | 3.54% | $764.2万 | 6.5万股 | $705.9万 | 6.1万股 | +3,559股+5.80% | 加仓 |
 谷歌AGOOGL |
| 3.06% | 2.88% | $691.9万 | 1.9万股 | $574.8万 | 2.0万股 | -629股-3.15% | 减仓 |
 苹果AAPL |
| 2.97% | 3.02% | $672.7万 | 2.3万股 | $602.4万 | 2.4万股 | -488股-2.06% | 减仓 |
 亚马逊AMZN |
| 2.91% | 2.98% | $658.6万 | 2.8万股 | $595.4万 | 2.9万股 | -954股-3.34% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.82% | 2.23% | $638.3万 | 3.4万股 | $445.6万 | 3.4万股 | -24股-0.07% | 减仓 |
 AMD超威AMD |
| 2.63% | 1.26% | $594.4万 | 1.0万股 | $250.7万 | 1.2万股 | -2,093股-16.98% | 减仓 |
 艾伯维ABBV |
| 2.55% | 2.5% | $576.2万 | 2.3万股 | $499.7万 | 2.3万股 | -78股-0.34% | 减仓 |
 联合健康UNH |
| 2.34% | 1.71% | $528.4万 | 1.3万股 | $341.5万 | 1.3万股 | +94股+0.74% | 加仓 |
 博通AVGO |
| 2.33% | 2.31% | $526.9万 | 1.4万股 | $460.2万 | 1.5万股 | -920股-6.19% | 减仓 |
 美光科技MU |
| 2.06% | 1.43% | $465.5万 | 4,033股 | $286.2万 | 8,472股 | -4,439股-52.40% | 减仓 |
 Meta平台META |
| 2.06% | 2.39% | $464.9万 | 8,253股 | $477.7万 | 8,349股 | -96股-1.15% | 减仓 |
 默沙东MRK |
| 1.93% | 2.05% | $437.6万 | 3.4万股 | $408.9万 | 3.4万股 | +62股+0.18% | 加仓 |
 微软MSFT |
| 1.89% | 2.11% | $427.5万 | 1.1万股 | $420.5万 | 1.1万股 | +99股+0.87% | 加仓 |
 伊顿ETN |
| 1.87% | 1.81% | $422.7万 | 9,921股 | $360.9万 | 1.0万股 | -169股-1.67% | 减仓 |
 优步UBER |
| 1.73% | 1.96% | $390.4万 | 5.4万股 | $392.0万 | 5.5万股 | -395股-0.72% | 减仓 |
 ExpediaEXPE |
| 1.72% | 1.79% | $389.0万 | 1.5万股 | $358.0万 | 1.6万股 | -302股-1.95% | 减仓 |
| N新纪元能源NEE |
| 1.66% | 1.96% | $376.2万 | 4.3万股 | $391.6万 | 4.2万股 | +704股+1.67% | 加仓 |
 英伟达NVDA |
| 1.61% | 1.63% | $365.2万 | 1.8万股 | $324.4万 | 1.9万股 | -351股-1.89% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 1.53% | 1.84% | $346.9万 | 1.9万股 | $366.7万 | 2.0万股 | -1,031股-5.07% | 减仓 |
 自由港麦克莫兰FCX |
| 1.53% | 1.66% | $345.9万 | 5.5万股 | $332.3万 | 5.7万股 | -1,517股-2.68% | 减仓 |
| IIBMIBM |
| 1.52% | 1.41% | $342.7万 | 1.2万股 | $281.6万 | 1.2万股 | +570股+4.91% | 加仓 |
 TJXTJX |
| 1.49% | 1.79% | $336.9万 | 2.2万股 | $356.9万 | 2.2万股 | -114股-0.51% | 减仓 |
 摩根大通JPM |
| 1.47% | 1.57% | $333.3万 | 1.0万股 | $312.9万 | 1.1万股 | -457股-4.30% | 减仓 |
 VisaV |
| 1.45% | 1.45% | $329.0万 | 9,589股 | $289.8万 | 9,590股 | -1股-0.01% | 减仓 |
 家得宝HD |
| 1.44% | 1.44% | $325.7万 | 9,234股 | $287.1万 | 8,730股 | +504股+5.77% | 加仓 |
 卡特彼勒CAT |
| 1.41% | 1.06% | $319.5万 | 3,000股 | $212.5万 | 3,000股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.35% | 1.47% | $304.8万 | 1.2万股 | $293.0万 | 1.2万股 | +16股+0.13% | 加仓 |
 波音BA |
| 1.34% | 1.36% | $303.7万 | 1.4万股 | $272.3万 | 1.4万股 | +350股+2.56% | 加仓 |
 FIRST SOLAR COMFSLR |
| 1.34% | 1.59% | $302.7万 | 1.3万股 | $318.3万 | 1.6万股 | -3,306股-20.49% | 减仓 |
 可口可乐KO |
| 1.32% | 1.41% | $298.9万 | 3.7万股 | $281.7万 | 3.7万股 | -265股-0.72% | 减仓 |
 迪士尼DIS |
| 1.3% | 1.47% | $293.0万 | 3.0万股 | $293.9万 | 3.0万股 | -45股-0.15% | 减仓 |
 NETFLIXNFLX |
| 1.23% | 1.82% | $279.1万 | 3.9万股 | $362.7万 | 3.8万股 | +1,370股+3.63% | 加仓 |
 甲骨文ORCL |
| 1.22% | 1.4% | $276.8万 | 1.9万股 | $279.3万 | 1.9万股 | -97股-0.51% | 减仓 |
 道明尼能源D |
| 1.22% | 1.24% | $275.6万 | 4.0万股 | $248.0万 | 4.0万股 | +236股+0.59% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.17% | 0.22% | $263.5万 | 1.0万股 | $44.5万 | 2,950股 | +7,405股+251.02% | 加仓 |
 美敦力MDT |
| 1.14% | 1.46% | $258.3万 | 3.3万股 | $291.1万 | 3.4万股 | -580股-1.73% | 减仓 |
 Boeing/TheBA |
| 1.13% | 1.28% | $256.0万 | 3.8万股 | $255.8万 | 3.9万股 | -1,392股-3.53% | 减仓 |
| SSPDR行业精选信托XLY |
| 1.12% | 1.14% | $253.8万 | 2.2万股 | $228.1万 | 2.1万股 | +715股+3.42% | 加仓 |
 沃尔玛WMT |
| 1.11% | 1.35% | $250.0万 | 2.2万股 | $270.1万 | 2.2万股 | +337股+1.55% | 加仓 |
 赛富时CRM |
| 1.06% | 1.28% | $240.7万 | 1.5万股 | $255.1万 | 1.4万股 | +1,701股+12.45% | 加仓 |
 宝洁PG |
| 0.96% | 1.07% | $217.3万 | 1.5万股 | $213.9万 | 1.5万股 | +8股+0.05% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.96% | 1.07% | $216.6万 | 2.0万股 | $213.0万 | 1.9万股 | +1,007股+5.24% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.92% | 0.79% | $207.1万 | 2,773股 | $158.4万 | 2,435股 | +338股+13.88% | 加仓 |
 VICI PPTYS COMVICI |
| 0.88% | 1.04% | $199.3万 | 7.5万股 | $208.5万 | 7.6万股 | -1,240股-1.63% | 减仓 |
| T赛默飞世尔TMO |
| 0.87% | 0.97% | $196.4万 | 3,918股 | $194.2万 | 3,951股 | -33股-0.84% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.82% | 0.73% | $185.9万 | 7,438股 | $145.1万 | 7,348股 | +90股+1.22% | 加仓 |
 麦当劳MCD |
| 0.82% | 0.96% | $185.7万 | 6,869股 | $192.0万 | 6,177股 | +692股+11.20% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.74% | 0.75% | $168.5万 | 1.1万股 | $150.1万 | 1.0万股 | +382股+3.73% | 加仓 |
 辉瑞PFE |
| 0.74% | 0.97% | $167.6万 | 7.0万股 | $194.3万 | 6.9万股 | +385股+0.56% | 加仓 |
