 苹果AAPL |
| 5.69% | 5.72% | $8,288.6万 | 28.6万股 | $7,320.4万 | 28.8万股 | -1,996股-0.69% | 减仓 |
 英伟达NVDA |
| 5.67% | 5.64% | $8,255.1万 | 41.3万股 | $7,217.1万 | 41.4万股 | -1,255股-0.30% | 减仓 |
 博通AVGO |
| 4% | 3.93% | $5,829.5万 | 15.4万股 | $5,026.9万 | 16.2万股 | -8,093股-4.98% | 减仓 |
 谷歌AGOOGL |
| 3.57% | 3.26% | $5,190.9万 | 14.5万股 | $4,171.7万 | 14.5万股 | +180股+0.12% | 加仓 |
 微软MSFT |
| 3.48% | 3.87% | $5,059.3万 | 13.6万股 | $4,944.8万 | 13.4万股 | +2,048股+1.53% | 加仓 |
 摩根大通JPM |
| 3.05% | 3.15% | $4,444.4万 | 13.6万股 | $4,025.9万 | 13.7万股 | -1,084股-0.79% | 减仓 |
 安费诺APH |
| 2.12% | 1.7% | $3,089.2万 | 17.5万股 | $2,174.6万 | 17.2万股 | +3,094股+1.80% | 加仓 |
 亚马逊AMZN |
| 1.89% | 1.85% | $2,747.7万 | 11.5万股 | $2,371.0万 | 11.4万股 | +1,443股+1.27% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.89% | 1.81% | $2,744.7万 | 3.7万股 | $2,314.8万 | 3.6万股 | +1,161股+3.26% | 加仓 |
| I景顺QQQ信托VOO |
| 1.87% | 1.69% | $2,725.4万 | 3.7万股 | $2,155.2万 | 3.7万股 | -331股-0.89% | 减仓 |
 VisaV |
| 1.7% | 1.74% | $2,474.8万 | 7.2万股 | $2,228.8万 | 7.4万股 | -1,610股-2.18% | 减仓 |
 QUANTA SVCSPWR |
| 1.63% | 1.53% | $2,374.1万 | 3.3万股 | $1,955.3万 | 3.6万股 | -2,643股-7.42% | 减仓 |
 科磊KLAC |
| 1.57% | 0.87% | $2,282.9万 | 7.6万股 | $1,106.7万 | 7,517股 | +6.8万股+906.59% | 加仓 |
 好市多COST |
| 1.5% | 1.84% | $2,183.3万 | 2.3万股 | $2,357.9万 | 2.4万股 | -325股-1.37% | 减仓 |
 VanEck ETF信托SMH |
| 1.46% | 0.97% | $2,127.7万 | 3.2万股 | $1,237.2万 | 3.2万股 | +171股+0.53% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.45% | 1.38% | $2,115.9万 | 6.0万股 | $1,769.8万 | 6.2万股 | -1,812股-2.94% | 减仓 |
 艾伯维ABBV |
| 1.34% | 1.3% | $1,949.0万 | 7.7万股 | $1,661.6万 | 7.6万股 | +1,053股+1.38% | 加仓 |
 ESSENTIAL PPTYS RLTY TREPRT |
| 1.33% | 1.35% | $1,941.3万 | 62.9万股 | $1,723.3万 | 56.0万股 | +6.9万股+12.39% | 加仓 |
| N新纪元能源NEE |
| 1.29% | 1.53% | $1,871.7万 | 21.3万股 | $1,961.6万 | 21.1万股 | +2,049股+0.97% | 加仓 |
 TJXTJX |
| 1.25% | 1.5% | $1,813.0万 | 12.0万股 | $1,913.4万 | 12.0万股 | -140股-0.12% | 减仓 |
 万事达MA |
| 1.23% | 1.42% | $1,794.2万 | 3.5万股 | $1,813.6万 | 3.6万股 | -1,363股-3.76% | 减仓 |
 礼来LLY |
| 1.04% | 0.87% | $1,515.4万 | 1.3万股 | $1,109.0万 | 1.2万股 | +577股+4.79% | 加仓 |
 宣伟SHW |
| 0.99% | 1.06% | $1,440.2万 | 4.2万股 | $1,349.6万 | 4.2万股 | -277股-0.66% | 减仓 |
 史赛克SYK |
| 0.99% | 1.19% | $1,437.3万 | 4.6万股 | $1,525.7万 | 4.6万股 | -780股-1.68% | 减仓 |
 强生JNJ |
| 0.98% | 1.08% | $1,420.7万 | 5.6万股 | $1,381.7万 | 5.7万股 | -586股-1.04% | 减仓 |
 思科CSCO |
| 0.93% | 0.7% | $1,359.5万 | 11.6万股 | $899.8万 | 11.6万股 | -231股-0.20% | 减仓 |
| C花旗集团C |
| 0.9% | 0.76% | $1,303.9万 | 9.3万股 | $966.5万 | 8.5万股 | +7,940股+9.32% | 加仓 |
| CCOMFORT SYS USAFIX |
| 0.89% | 0.7% | $1,302.5万 | 6,572股 | $896.1万 | 6,498股 | +74股+1.14% | 加仓 |
 应用材料AMAT |
| 0.87% | 0.47% | $1,268.9万 | 1.8万股 | $602.4万 | 1.8万股 | -75股-0.43% | 减仓 |
 家得宝HD |
| 0.79% | 1.05% | $1,150.7万 | 3.3万股 | $1,336.8万 | 4.1万股 | -8,019股-19.73% | 减仓 |
 阿斯利康AZN |
| 0.78% | 0.77% | $1,138.9万 | 6.0万股 | $985.0万 | 5.0万股 | +1.0万股+20.15% | 加仓 |
 Meta平台META |
| 0.75% | 0.85% | $1,087.1万 | 1.9万股 | $1,089.2万 | 1.9万股 | +262股+1.38% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.73% | 0.65% | $1,061.6万 | 2.1万股 | $837.1万 | 1.7万股 | +3,748股+21.46% | 加仓 |
 康宁GLW |
| 0.67% | 0.42% | $975.5万 | 3.8万股 | $542.0万 | 4.0万股 | -1,675股-4.20% | 减仓 |
 沃尔玛WMT |
| 0.65% | 0.79% | $943.2万 | 8.3万股 | $1,015.3万 | 8.2万股 | +1,586股+1.94% | 加仓 |
 卡特彼勒CAT |
| 0.65% | 0.49% | $941.5万 | 8,841股 | $627.5万 | 8,857股 | -16股-0.18% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.64% | 0.95% | $933.8万 | 7.6万股 | $1,220.5万 | 7.8万股 | -1,747股-2.25% | 减仓 |
 宝洁PG |
| 0.63% | 0.72% | $911.8万 | 6.2万股 | $924.3万 | 6.4万股 | -1,811股-2.83% | 减仓 |
 DANAHER DEL COMDHR |
| 0.62% | 0.76% | $908.6万 | 4.8万股 | $966.8万 | 5.1万股 | -3,289股-6.45% | 减仓 |
 ADPADP |
| 0.62% | 0.68% | $903.8万 | 4.0万股 | $875.9万 | 4.3万股 | -2,757股-6.39% | 减仓 |
 雷神技术RTX |
| 0.62% | 0.71% | $896.3万 | 4.7万股 | $910.3万 | 4.7万股 | +47股+0.10% | 加仓 |
 联合健康UNH |
| 0.61% | 0.44% | $893.7万 | 2.2万股 | $567.2万 | 2.1万股 | +541股+2.58% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 0.6% | 0.69% | $879.8万 | 17.2万股 | $886.3万 | 17.4万股 | -1,609股-0.92% | 减仓 |
 Arista网络ANET |
| 0.6% | 0.46% | $876.6万 | 5.2万股 | $582.2万 | 4.7万股 | +4,180股+8.81% | 加仓 |
 PALO ALTOPANW |
| 0.58% | 0.31% | $851.4万 | 2.5万股 | $392.3万 | 2.4万股 | +495股+2.02% | 加仓 |
 迪尔DE |
| 0.58% | 0.58% | $847.4万 | 1.3万股 | $736.0万 | 1.3万股 | +293股+2.24% | 加仓 |
 泛林集团LRCX |
| 0.55% | 0.31% | $798.2万 | 1.8万股 | $394.6万 | 1.8万股 | -50股-0.27% | 减仓 |
| IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU |
| 0.55% | 0.48% | $794.5万 | 34.3万股 | $611.4万 | 26.3万股 | +8.0万股+30.51% | 加仓 |
 埃克森美孚XOM |
| 0.54% | 0.77% | $791.7万 | 5.8万股 | $980.4万 | 5.8万股 | +115股+0.20% | 加仓 |
 GE航空GE |
| 0.52% | 0.35% | $757.8万 | 2.0万股 | $447.6万 | 1.6万股 | +4,502股+28.54% | 加仓 |
