 英伟达NVDA |
| 6.77% | 6.81% | $1.56亿 | 77.8万股 | $1.35亿 | 77.6万股 | +2,156股+0.28% | 加仓 |
 苹果AAPL |
| 5.18% | 5.31% | $1.19亿 | 41.2万股 | $1.06亿 | 41.6万股 | -4,424股-1.06% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.26% | 4.01% | $9,813.5万 | 27.8万股 | $7,983.7万 | 27.8万股 | -571股-0.21% | 减仓 |
 微软MSFT |
| 3.95% | 4.49% | $9,092.1万 | 24.4万股 | $8,925.1万 | 24.1万股 | +2,634股+1.09% | 加仓 |
 亚马逊AMZN |
| 2.75% | 2.94% | $6,340.9万 | 26.6万股 | $5,852.9万 | 28.1万股 | -1.5万股-5.33% | 减仓 |
 博通AVGO |
| 2.67% | 1.95% | $6,145.4万 | 16.3万股 | $3,884.2万 | 12.5万股 | +3.7万股+29.63% | 加仓 |
 美光科技MU |
| 2.47% | 0.86% | $5,677.2万 | 4.9万股 | $1,703.3万 | 5.0万股 | -1,233股-2.45% | 减仓 |
 摩根大通JPM |
| 2.31% | 2.38% | $5,316.8万 | 16.2万股 | $4,738.5万 | 16.1万股 | +1,342股+0.83% | 加仓 |
 阿斯麦ASML |
| 2.31% | 1.74% | $5,312.5万 | 2.7万股 | $3,460.6万 | 2.6万股 | +503股+1.92% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.21% | 2.47% | $5,085.7万 | 10.2万股 | $4,913.0万 | 10.3万股 | -890股-0.87% | 减仓 |
 Meta平台META |
| 1.98% | 2.32% | $4,548.2万 | 8.1万股 | $4,612.9万 | 8.1万股 | +117股+0.15% | 加仓 |
 TJXTJX |
| 1.83% | 2.26% | $4,221.1万 | 27.9万股 | $4,488.0万 | 28.1万股 | -2,405股-0.86% | 减仓 |
 VisaV |
| 1.79% | 1.83% | $4,129.1万 | 12.0万股 | $3,649.4万 | 12.1万股 | -395股-0.33% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.77% | 1.77% | $4,076.2万 | 10.3万股 | $3,514.5万 | 11.0万股 | -7,841股-7.10% | 减仓 |
 雷神技术RTX |
| 1.76% | 2.08% | $4,060.4万 | 21.4万股 | $4,127.9万 | 21.4万股 | +18股+0.01% | 加仓 |
 艾伯维ABBV |
| 1.74% | 1.76% | $4,002.9万 | 15.9万股 | $3,497.1万 | 16.1万股 | -1,717股-1.07% | 减仓 |
 安费诺APH |
| 1.72% | 0.61% | $3,949.0万 | 22.4万股 | $1,204.2万 | 9.5万股 | +12.9万股+135.00% | 加仓 |
 Arista网络ANET |
| 1.5% | 1.22% | $3,452.4万 | 20.3万股 | $2,431.0万 | 19.8万股 | +5,234股+2.64% | 加仓 |
| N新纪元能源NEE |
| 1.39% | 1.7% | $3,200.9万 | 36.5万股 | $3,378.6万 | 36.4万股 | +925股+0.25% | 加仓 |
 迈威尔MRVL |
| 1.38% | 1.43% | $3,178.9万 | 10.7万股 | $2,848.4万 | 28.8万股 | -18.1万股-62.89% | 减仓 |
 谷歌AGOOGL |
| 1.34% | 1.11% | $3,081.3万 | 8.6万股 | $2,202.7万 | 7.7万股 | +9,621股+12.56% | 加仓 |
| T赛默飞世尔TMO |
| 1.28% | 1.47% | $2,951.4万 | 5.9万股 | $2,919.6万 | 5.9万股 | -530股-0.89% | 减仓 |
 LOWES COS COMLOW |
| 1.28% | 1.6% | $2,948.1万 | 13.4万股 | $3,187.1万 | 13.5万股 | -1,182股-0.88% | 减仓 |
 AMD超威AMD |
| 1.25% | 0.02% | $2,881.1万 | 5.0万股 | $35.8万 | 1,761股 | +4.8万股+2,716.35% | 加仓 |
 礼来LLY |
| 1.24% | 0.97% | $2,846.4万 | 2.4万股 | $1,928.4万 | 2.1万股 | +2,764股+13.18% | 加仓 |
 林德LIN |
| 1.23% | 1.36% | $2,835.5万 | 5.5万股 | $2,708.7万 | 5.5万股 | +2股+0.00% | 加仓 |
 布鲁克菲尔德BN |
| 1.2% | 1.34% | $2,760.4万 | 64.8万股 | $2,660.9万 | 65.8万股 | -9,357股-1.42% | 减仓 |
 AMETEK COMAME |
| 1.16% | 1.17% | $2,673.2万 | 11.0万股 | $2,336.0万 | 10.9万股 | +1,515股+1.39% | 加仓 |
 万事达MA |
| 1.12% | 1.28% | $2,587.0万 | 5.0万股 | $2,540.3万 | 5.1万股 | -470股-0.92% | 减仓 |
 柯蒂斯怀特CW |
| 1.09% | 1.13% | $2,519.4万 | 3.3万股 | $2,251.9万 | 3.3万股 | +186股+0.56% | 加仓 |
 宝洁PG |
| 1.05% | 1.19% | $2,421.8万 | 16.5万股 | $2,365.0万 | 16.4万股 | +1,418股+0.87% | 加仓 |
 雪佛龙CVX |
| 0.93% | 1.32% | $2,151.2万 | 13.0万股 | $2,624.8万 | 12.7万股 | +2,915股+2.30% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.92% | 1.12% | $2,124.2万 | 2.7万股 | $2,231.4万 | 3.1万股 | -3,931股-12.82% | 减仓 |
| IiShares安硕信托IGIB |
| 0.9% | 0.5% | $2,062.0万 | 38.8万股 | $988.1万 | 18.6万股 | +20.2万股+108.87% | 加仓 |
 联合太平洋铁路UNP |
| 0.87% | 0.9% | $2,008.1万 | 7.4万股 | $1,786.3万 | 7.4万股 | +202股+0.27% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.87% | 0.83% | $1,992.1万 | 8.1万股 | $1,657.6万 | 8.0万股 | +1,250股+1.57% | 加仓 |
 恩智浦NXPI |
| 0.86% | 0.81% | $1,983.3万 | 7.1万股 | $1,617.1万 | 8.2万股 | -1.2万股-14.09% | 减仓 |
 卡特彼勒CAT |
| 0.83% | 0.62% | $1,905.0万 | 1.8万股 | $1,231.1万 | 1.7万股 | +512股+2.95% | 加仓 |
 Markel Group Inc.MKL |
| 0.78% | 0.88% | $1,787.2万 | 9,151股 | $1,755.6万 | 9,172股 | -21股-0.23% | 减仓 |
 百事可乐PEP |
| 0.74% | 0.98% | $1,703.1万 | 12.6万股 | $1,943.9万 | 12.5万股 | +609股+0.49% | 加仓 |
 雅培ABT |
| 0.74% | 0.98% | $1,698.8万 | 18.7万股 | $1,946.8万 | 19.0万股 | -2,400股-1.27% | 减仓 |
| S道富SPHY |
| 0.73% | 0.21% | $1,678.1万 | 71.6万股 | $423.8万 | 18.2万股 | +53.4万股+293.92% | 加仓 |
 康明斯CMI |
| 0.71% | 0.61% | $1,643.6万 | 2.3万股 | $1,210.0万 | 2.2万股 | +556股+2.47% | 加仓 |
 强生JNJ |
| 0.7% | 0.71% | $1,603.3万 | 6.3万股 | $1,413.7万 | 5.8万股 | +5,296股+9.16% | 加仓 |
 思科CSCO |
| 0.69% | 0.3% | $1,586.0万 | 13.5万股 | $591.0万 | 7.6万股 | +5.9万股+77.28% | 加仓 |
 标普全球SPGI |
| 0.69% | 0.84% | $1,584.4万 | 3.9万股 | $1,663.9万 | 3.9万股 | -216股-0.55% | 减仓 |
 Elevance健康ELV |
| 0.67% | 0.58% | $1,535.6万 | 4.0万股 | $1,156.8万 | 4.0万股 | +193股+0.49% | 加仓 |
| IIBMIBM |
| 0.66% | 0.3% | $1,525.7万 | 5.4万股 | $592.1万 | 2.4万股 | +3.0万股+122.12% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.56% | 0.48% | $1,290.6万 | 4.5万股 | $953.8万 | 4.6万股 | -656股-1.43% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.56% | 0.66% | $1,286.6万 | 24.5万股 | $1,314.5万 | 25.0万股 | -4,615股-1.85% | 减仓 |
