 谷歌AGOOGL |
| 5.45% | 4.84% | $8,962.8万 | 25.1万股 | $7,267.4万 | 25.3万股 | -1,930股-0.76% | 减仓 |
 应用材料AMAT |
| 4.59% | 3.86% | $7,548.4万 | 10.4万股 | $5,790.8万 | 16.9万股 | -6.5万股-38.38% | 减仓 |
 苹果AAPL |
| 4.25% | 4.04% | $6,994.9万 | 24.2万股 | $6,067.7万 | 23.9万股 | +2,655股+1.11% | 加仓 |
 亚马逊AMZN |
| 4.09% | 3.92% | $6,724.6万 | 28.2万股 | $5,890.6万 | 28.3万股 | -694股-0.25% | 减仓 |
 微软MSFT |
| 4.06% | 4.79% | $6,687.4万 | 17.9万股 | $7,184.2万 | 19.4万股 | -1.5万股-7.63% | 减仓 |
 VisaV |
| 3.6% | 3.5% | $5,921.7万 | 17.3万股 | $5,258.6万 | 17.4万股 | -1,392股-0.80% | 减仓 |
 博通AVGO |
| 3.58% | 3.21% | $5,894.8万 | 15.6万股 | $4,821.7万 | 15.6万股 | +265股+0.17% | 加仓 |
 嘉信理财SCHW |
| 3.37% | 3.79% | $5,541.3万 | 60.1万股 | $5,691.1万 | 60.6万股 | -5,010股-0.83% | 减仓 |
 林德LIN |
| 3.33% | 3.52% | $5,486.2万 | 10.6万股 | $5,285.1万 | 10.7万股 | -886股-0.83% | 减仓 |
 WASTE CONNECTIONSWCN |
| 3.3% | 3.4% | $5,436.4万 | 32.6万股 | $5,109.6万 | 31.5万股 | +1.2万股+3.68% | 加仓 |
 台积电TSM |
| 3.23% | 2.72% | $5,324.0万 | 11.1万股 | $4,086.9万 | 12.1万股 | -9,452股-7.82% | 减仓 |
 联合健康UNH |
| 3.23% | 2.27% | $5,313.1万 | 12.8万股 | $3,401.1万 | 12.6万股 | +2,141股+1.70% | 加仓 |
| N新纪元能源NEE |
| 3.18% | 3.71% | $5,229.2万 | 59.6万股 | $5,568.2万 | 60.0万股 | -3,723股-0.62% | 减仓 |
 英伟达NVDA |
| 3.11% | 2.93% | $5,125.6万 | 25.6万股 | $4,392.1万 | 25.2万股 | +4,321股+1.72% | 加仓 |
 Meta平台META |
| 2.62% | 2.89% | $4,319.9万 | 7.7万股 | $4,333.9万 | 7.6万股 | +939股+1.24% | 加仓 |
| T赛默飞世尔TMO |
| 2.28% | 2.49% | $3,750.4万 | 7.5万股 | $3,740.7万 | 7.6万股 | -1,298股-1.71% | 减仓 |
 美国运通AXP |
| 2.28% | 2.24% | $3,747.3万 | 11.1万股 | $3,363.4万 | 11.1万股 | -410股-0.37% | 减仓 |
 标普全球SPGI |
| 2.1% | 2.52% | $3,463.1万 | 8.5万股 | $3,787.6万 | 8.9万股 | -4,018股-4.51% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 2.05% | 1.83% | $3,380.0万 | 28.6万股 | $2,744.9万 | 24.6万股 | +3.9万股+15.97% | 加仓 |
 雅培ABT |
| 1.73% | 2.27% | $2,848.1万 | 31.4万股 | $3,407.8万 | 33.2万股 | -1.8万股-5.44% | 减仓 |
 黑石集团BX |
| 1.7% | 1.89% | $2,804.1万 | 23.8万股 | $2,840.1万 | 24.7万股 | -8,690股-3.52% | 减仓 |
 西屋制动WAB |
| 1.7% | 2.68% | $2,801.0万 | 10.4万股 | $4,019.1万 | 16.1万股 | -5.7万股-35.40% | 减仓 |
 CNX RESCNX |
| 1.47% | 1.84% | $2,416.4万 | 71.2万股 | $2,760.4万 | 71.6万股 | -3,885股-0.54% | 减仓 |
 德州仪器TXN |
| 1.32% | 0.53% | $2,166.2万 | 7.3万股 | $799.3万 | 4.1万股 | +3.2万股+76.51% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.31% | 1.51% | $2,158.7万 | 16.4万股 | $2,271.0万 | 16.7万股 | -2,815股-1.69% | 减仓 |
 甲骨文ORCL |
| 1.3% | 1.38% | $2,142.9万 | 14.6万股 | $2,078.0万 | 14.1万股 | +4,965股+3.51% | 加仓 |
 IDEXIEX |
| 1.24% | — | $2,047.6万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
| MMOOGMOG/A |
| 1.13% | 0.83% | $1,852.3万 | 4.4万股 | $1,249.3万 | 4.3万股 | +1,012股+2.37% | 加仓 |
| IiShares安硕信托IVV |
| 1.09% | 1.12% | $1,798.5万 | 2.4万股 | $1,676.9万 | 2.6万股 | -1,656股-6.45% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.02% | 0.91% | $1,674.4万 | 4.7万股 | $1,370.4万 | 4.8万股 | -385股-0.81% | 减仓 |
 FLOWSERVEFLS |
| 0.91% | 1.75% | $1,504.1万 | 20.3万股 | $2,634.5万 | 35.8万股 | -15.6万股-43.41% | 减仓 |
 摩根士丹利MS |
| 0.65% | 0.52% | $1,061.8万 | 5.1万股 | $775.5万 | 4.7万股 | +3,668股+7.78% | 加仓 |
 威廉姆斯WMB |
| 0.64% | 0.66% | $1,045.9万 | 14.1万股 | $997.6万 | 13.7万股 | +3,624股+2.64% | 加仓 |
 SERVICE INTLSCI |
| 0.54% | 0.62% | $892.1万 | 11.7万股 | $925.7万 | 11.2万股 | +5,254股+4.68% | 加仓 |
 SterisSTE |
| 0.54% | 0.55% | $889.6万 | 4.2万股 | $831.7万 | 3.8万股 | +4,639股+12.33% | 加仓 |
 WESCO INTLWCC |
| 0.52% | 0.44% | $851.6万 | 2.5万股 | $655.9万 | 2.4万股 | +683股+2.85% | 加仓 |
 可口可乐KO |
| 0.46% | 0.45% | $751.7万 | 9.2万股 | $682.7万 | 9.0万股 | +2,734股+3.05% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.44% | 0.22% | $717.3万 | 5.4万股 | $326.7万 | 2.9万股 | +2.5万股+88.37% | 加仓 |
| QQXOQXO |
| 0.43% | 0.53% | $708.9万 | 41.0万股 | $799.7万 | 41.2万股 | -1,569股-0.38% | 减仓 |
 摩根大通JPM |
| 0.42% | 0.4% | $693.6万 | 2.1万股 | $596.6万 | 2.0万股 | +907股+4.47% | 加仓 |
 GAMING &LEISURE PGLPI |
| 0.39% | 0.42% | $647.0万 | 14.5万股 | $631.1万 | 14.2万股 | +3,041股+2.14% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.39% | 0.39% | $641.2万 | 8,586股 | $582.5万 | 8,958股 | -372股-4.15% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.39% | 0.36% | $640.1万 | 2.1万股 | $543.1万 | 2.2万股 | -597股-2.73% | 减仓 |
| IiShares安硕信托IWD |
| 0.38% | 0.39% | $625.8万 | 2.6万股 | $582.1万 | 2.7万股 | -1,431股-5.25% | 减仓 |
 CABOTCBT |
| 0.37% | 0.34% | $609.2万 | 6.7万股 | $505.2万 | 6.7万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.33% | 0.12% | $538.4万 | 4,664股 | $185.5万 | 5,490股 | -826股-15.05% | 减仓 |
 芝加哥商品交易所CME |
| 0.29% | 0.41% | $477.2万 | 2.2万股 | $615.4万 | 2.1万股 | +775股+3.72% | 加仓 |
 相干公司COHR |
| 0.28% | 0.18% | $457.1万 | 1.2万股 | $276.0万 | 1.2万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.27% | 0.12% | $448.3万 | 1.0万股 | $183.6万 | 1.1万股 | -797股-7.12% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.25% | 0.26% | $415.1万 | 7.0万股 | $389.0万 | 7.2万股 | -2,421股-3.36% | 减仓 |
