 苹果AAPL |
| 16.69% | 16.93% | $1.55亿 | 53.6万股 | $1.38亿 | 54.5万股 | -8,483股-1.56% | 减仓 |
 英伟达NVDA |
| 12.06% | 12.24% | $1.12亿 | 56.0万股 | $9,988.4万 | 57.3万股 | -1.3万股-2.22% | 减仓 |
 好市多COST |
| 6.22% | 7.76% | $5,776.3万 | 6.2万股 | $6,336.8万 | 6.4万股 | -1,848股-2.91% | 减仓 |
 应用材料AMAT |
| 5.3% | 2.9% | $4,927.8万 | 6.8万股 | $2,368.4万 | 6.9万股 | -1,138股-1.64% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.05% | 3.8% | $3,765.0万 | 10.7万股 | $3,101.3万 | 10.8万股 | -1,551股-1.43% | 减仓 |
 沃尔玛WMT |
| 3.29% | 4.3% | $3,057.7万 | 27.0万股 | $3,506.4万 | 28.2万股 | -1.2万股-4.31% | 减仓 |
 迈威尔MRVL |
| 2.99% | 1.48% | $2,776.5万 | 9.3万股 | $1,206.7万 | 12.2万股 | -2.9万股-23.50% | 减仓 |
| RRBB FDTBIL |
| 2.84% | 2.8% | $2,636.9万 | 52.9万股 | $2,287.5万 | 45.9万股 | +7.0万股+15.28% | 加仓 |
 亚马逊AMZN |
| 2.61% | 2.74% | $2,426.3万 | 10.2万股 | $2,240.2万 | 10.8万股 | -5,760股-5.36% | 减仓 |
 思科CSCO |
| 1.93% | 1.55% | $1,794.9万 | 15.3万股 | $1,267.6万 | 16.3万股 | -1.1万股-6.47% | 减仓 |
 微软MSFT |
| 1.91% | 2.12% | $1,773.1万 | 4.8万股 | $1,729.9万 | 4.7万股 | +800股+1.71% | 加仓 |
| TTERADYNETER |
| 1.47% | 1.06% | $1,366.3万 | 2.8万股 | $863.8万 | 2.9万股 | -900股-3.09% | 减仓 |
 帕兰提尔PLTR |
| 1.25% | 1.76% | $1,159.2万 | 9.9万股 | $1,432.7万 | 9.8万股 | +1,418股+1.45% | 加仓 |
 宝洁PG |
| 1.22% | 1.2% | $1,137.9万 | 7.8万股 | $982.2万 | 6.8万股 | +9,597股+14.11% | 加仓 |
| PProShares信托SSO |
| 1.22% | 1.01% | $1,130.1万 | 16.8万股 | $825.1万 | 15.9万股 | +8,685股+5.46% | 加仓 |
 卡特彼勒CAT |
| 1.1% | 0.94% | $1,023.3万 | 9,610股 | $770.1万 | 1.1万股 | -1,260股-11.59% | 减仓 |
 LOWES COS COMLOW |
| 1.08% | 1.36% | $1,003.4万 | 4.6万股 | $1,108.4万 | 4.7万股 | -1,405股-3.00% | 减仓 |
 埃克森美孚XOM |
| 1.08% | 1.63% | $999.4万 | 7.3万股 | $1,326.4万 | 7.8万股 | -5,083股-6.50% | 减仓 |
 可口可乐KO |
| 1.03% | 1.14% | $958.9万 | 11.8万股 | $934.4万 | 12.3万股 | -4,871股-3.96% | 减仓 |
 AMD超威AMD |
| 1% | 0.43% | $930.7万 | 1.6万股 | $354.6万 | 1.7万股 | -1,408股-8.08% | 减仓 |
 谷歌AGOOGL |
| 0.99% | 0.89% | $916.5万 | 2.6万股 | $729.7万 | 2.5万股 | +273股+1.08% | 加仓 |
| Q高通QCOM |
| 0.9% | 0.88% | $837.2万 | 4.5万股 | $719.8万 | 5.6万股 | -1.1万股-18.95% | 减仓 |
 嘉信理财SCHW |
| 0.81% | 0.96% | $749.7万 | 8.1万股 | $779.6万 | 8.3万股 | -1,699股-2.05% | 减仓 |
 康宁GLW |
| 0.8% | 0.5% | $745.1万 | 2.9万股 | $411.3万 | 3.0万股 | -1,080股-3.57% | 减仓 |
 泛林集团LRCX |
| 0.76% | 0.43% | $708.1万 | 1.6万股 | $353.9万 | 1.7万股 | -224股-1.35% | 减仓 |
 洛克希德马丁LMT |
| 0.7% | 0.96% | $649.8万 | 1.3万股 | $785.3万 | 1.3万股 | -239股-1.84% | 减仓 |
| DDeckersSGVT |
| 0.68% | 0.79% | $632.3万 | 6.4万股 | $641.6万 | 6.4万股 | -415股-0.65% | 减仓 |
 SKYWORKS SOLUTIONSSWKS |
| 0.66% | 0.62% | $613.4万 | 9.0万股 | $506.2万 | 9.5万股 | -4,051股-4.29% | 减仓 |
 美光科技MU |
| 0.62% | 0.21% | $579.5万 | 5,020股 | $174.0万 | 5,150股 | -130股-2.52% | 减仓 |
 ADOBE COMADBE |
| 0.62% | 0.85% | $577.5万 | 2.8万股 | $695.1万 | 2.9万股 | -430股-1.50% | 减仓 |
 Meta平台META |
| 0.61% | 0.74% | $570.2万 | 1.0万股 | $604.8万 | 1.1万股 | -448股-4.24% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.6% | 0.55% | $556.4万 | 4.9万股 | $449.1万 | 5.0万股 | -883股-1.77% | 减仓 |
 VeevaVEEV |
| 0.54% | 0.52% | $500.8万 | 2.8万股 | $422.8万 | 2.4万股 | +4,153股+17.26% | 加仓 |
 雷神技术RTX |
| 0.54% | 0.62% | $498.5万 | 2.6万股 | $505.1万 | 2.6万股 | +85股+0.32% | 加仓 |
| BBANK OF AMERBAC |
| 0.51% | 0.52% | $476.2万 | 8.4万股 | $421.6万 | 8.6万股 | -2,916股-3.37% | 减仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.51% | 0.48% | $470.6万 | 3.0万股 | $393.3万 | 3.1万股 | -1,050股-3.41% | 减仓 |
 甲骨文ORCL |
| 0.5% | 0.6% | $466.5万 | 3.2万股 | $487.4万 | 3.3万股 | -1,300股-3.92% | 减仓 |
 TARGET COMTGT |
| 0.47% | 0.51% | $437.9万 | 3.4万股 | $419.0万 | 3.5万股 | -1,049股-3.03% | 减仓 |
 联邦快递FDX |
| 0.46% | 0.63% | $429.1万 | 1.4万股 | $514.8万 | 1.4万股 | -750股-5.19% | 减仓 |
| PProShares信托DDM |
| 0.43% | 0.42% | $401.0万 | 6.1万股 | $341.2万 | 6.6万股 | -4,350股-6.64% | 减仓 |
 英特尔INTC |
| 0.4% | 0.37% | $374.7万 | 2.7万股 | $304.6万 | 6.9万股 | -4.2万股-61.12% | 减仓 |
 ADPADP |
| 0.4% | 0.41% | $371.0万 | 1.7万股 | $338.6万 | 1.7万股 | -100股-0.60% | 减仓 |
 摩根士丹利MS |
| 0.39% | 0.35% | $358.0万 | 1.7万股 | $286.8万 | 1.7万股 | -300股-1.72% | 减仓 |
 BANCORP DELTBBK |
| 0.38% | 0.37% | $353.2万 | 5.6万股 | $302.9万 | 5.6万股 | 00.00% | 持仓不变 |
| KKULICKE & SOFFA INDSKLIC |
| 0.38% | 0.23% | $352.3万 | 2.6万股 | $186.3万 | 2.8万股 | -2,000股-7.06% | 减仓 |
 SAP SPON ADRSAP |
| 0.36% | 0.47% | $338.0万 | 2.2万股 | $384.5万 | 2.2万股 | -526股-2.34% | 减仓 |
 联合包裹UPSUPS |
| 0.35% | 0.36% | $321.4万 | 3.0万股 | $296.7万 | 3.0万股 | -266股-0.88% | 减仓 |
 迪士尼DIS |
| 0.34% | 0.43% | $314.3万 | 3.3万股 | $347.3万 | 3.6万股 | -3,386股-9.40% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.32% | 0.36% | $299.5万 | 3.6万股 | $294.2万 | 3.7万股 | -720股-1.95% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.31% | 0.32% | $290.5万 | 1.3万股 | $262.6万 | 1.3万股 | -28股-0.21% | 减仓 |
