 美光科技MU |
| 9.22% | 4.12% | $4,518.1万 | 3.9万股 | $1,697.5万 | 5.0万股 | -1.1万股-22.10% | 减仓 |
 台积电TSM |
| 5.24% | 4.65% | $2,566.2万 | 5.4万股 | $1,917.9万 | 5.7万股 | -3,017股-5.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.79% | 4.63% | $2,347.4万 | 6.6万股 | $1,908.2万 | 6.7万股 | -83股-0.12% | 减仓 |
| FFLEXFLEX |
| 4.37% | 2.29% | $2,141.2万 | 13.2万股 | $944.7万 | 14.4万股 | -1.2万股-8.45% | 减仓 |
| WWORLD GOLD TRGLD |
| 3.8% | 5.25% | $1,862.3万 | 23.4万股 | $2,166.7万 | 23.4万股 | +727股+0.31% | 加仓 |
 亚马逊AMZN |
| 3.79% | 3.98% | $1,856.2万 | 7.8万股 | $1,641.1万 | 7.9万股 | -918股-1.17% | 减仓 |
| IiShares黄金信托IAU |
| 3.73% | 5.14% | $1,827.0万 | 24.2万股 | $2,120.4万 | 24.1万股 | +1,438股+0.60% | 加仓 |
 苹果AAPL |
| 3.24% | 3.34% | $1,586.2万 | 5.5万股 | $1,379.4万 | 5.4万股 | +467股+0.86% | 加仓 |
 礼来LLY |
| 3.15% | 2.82% | $1,545.1万 | 1.3万股 | $1,161.8万 | 1.3万股 | +251股+1.99% | 加仓 |
 VisaV |
| 3.15% | 3.24% | $1,542.5万 | 4.5万股 | $1,336.1万 | 4.4万股 | +753股+1.70% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.07% | 3.3% | $1,501.6万 | 3.0万股 | $1,362.8万 | 2.8万股 | +1,570股+5.52% | 加仓 |
 微软MSFT |
| 3.04% | 3.6% | $1,490.8万 | 4.0万股 | $1,485.0万 | 4.0万股 | -151股-0.38% | 减仓 |
 谷歌AGOOGL |
| 2.24% | 2.19% | $1,099.1万 | 3.1万股 | $904.7万 | 3.1万股 | -705股-2.24% | 减仓 |
 布鲁克菲尔德BN |
| 2.14% | 2.38% | $1,046.4万 | 24.6万股 | $983.5万 | 24.3万股 | +2,670股+1.10% | 加仓 |
| EETFS GOLD TRSGOL |
| 2.09% | 2.84% | $1,025.3万 | 26.8万股 | $1,172.2万 | 26.3万股 | +5,500股+2.09% | 加仓 |
 英伟达NVDA |
| 2.09% | 1.86% | $1,024.7万 | 5.1万股 | $767.8万 | 4.4万股 | +7,186股+16.32% | 加仓 |
 阿斯麦ASML |
| 1.99% | 1.54% | $976.6万 | 4,909股 | $636.9万 | 4,822股 | +87股+1.80% | 加仓 |
 嘉信理财SCHW |
| 1.94% | 2.41% | $952.8万 | 10.3万股 | $993.8万 | 10.6万股 | -2,480股-2.35% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.65% | 2.15% | $807.5万 | 10.4万股 | $888.6万 | 9.8万股 | +6,173股+6.32% | 加仓 |
 Meta平台META |
| 1.46% | 1.8% | $712.9万 | 1.3万股 | $744.4万 | 1.3万股 | -355股-2.73% | 减仓 |
 Elevance健康ELV |
| 1.45% | 1.37% | $709.1万 | 1.8万股 | $565.7万 | 1.9万股 | -987股-5.11% | 减仓 |
 ICON PUB LTD COICLR |
| 1.38% | 0.97% | $676.4万 | 3.9万股 | $399.7万 | 3.6万股 | +2,817股+7.80% | 加仓 |
 REVVITYRVTY |
| 1.31% | 1.27% | $641.8万 | 5.8万股 | $525.8万 | 6.0万股 | -2,330股-3.88% | 减仓 |
 CNH INDLCNH |
| 1.3% | 1.4% | $638.5万 | 56.9万股 | $578.3万 | 52.6万股 | +4.3万股+8.14% | 加仓 |
 阿斯利康AZN |
| 1.26% | — | $615.2万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.23% | — | $603.7万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| BBECTON DICKINSON & COMBDX |
| 1.22% | 1.45% | $599.6万 | 4.0万股 | $597.7万 | 3.8万股 | +1,607股+4.23% | 加仓 |
 诺华NVS |
| 1.13% | 1.27% | $554.6万 | 3.5万股 | $523.5万 | 3.4万股 | +1,114股+3.25% | 加仓 |
 瑞银UBS |
| 1.11% | 1.03% | $542.3万 | 10.9万股 | $426.5万 | 10.9万股 | +275股+0.25% | 加仓 |
 林德LIN |
| 1.1% | 1.24% | $540.2万 | 1.0万股 | $513.5万 | 1.0万股 | +53股+0.51% | 加仓 |
 博通AVGO |
| 1.09% | — | $533.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 赛富时CRM |
| 1.08% | 1.5% | $531.5万 | 3.4万股 | $619.2万 | 3.3万股 | +760股+2.29% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.08% | 1.74% | $529.7万 | 4.3万股 | $719.7万 | 4.6万股 | -2,735股-5.98% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.06% | 1.11% | $520.5万 | 3.6万股 | $456.9万 | 3.6万股 | +195股+0.54% | 加仓 |
| WWILLIS TOWERS WATSONWTW |
| 1.05% | 1.24% | $514.7万 | 2.0万股 | $510.1万 | 1.8万股 | +2,146股+12.23% | 加仓 |
| SSEA SPONSORD ADSSE |
| 1.03% | — | $506.4万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 MERCADOLIBRE COMMELI |
| 1.02% | 1.23% | $499.4万 | 2,942股 | $507.3万 | 2,934股 | +8股+0.27% | 加仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.87% | 0.87% | $427.9万 | 15.7万股 | $358.3万 | 13.1万股 | +2.7万股+20.35% | 加仓 |
 RELX SPONSORED ADRRELX |
| 0.86% | 1.11% | $422.5万 | 13.3万股 | $456.7万 | 13.8万股 | -4,362股-3.17% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 0.85% | 1.04% | $418.6万 | 20.9万股 | $428.0万 | 20.7万股 | +1,904股+0.92% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.85% | 0.91% | $416.4万 | 6.9万股 | $375.8万 | 6.6万股 | +3,303股+5.01% | 加仓 |
 SAP SPON ADRSAP |
| 0.8% | 0.94% | $392.9万 | 2.5万股 | $389.3万 | 2.3万股 | +2,753股+12.11% | 加仓 |
 联合健康UNH |
| 0.72% | 0.51% | $353.4万 | 8,503股 | $211.8万 | 7,827股 | +676股+8.64% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 0.7% | 0.7% | $345.3万 | 1.5万股 | $290.6万 | 1.2万股 | +2,090股+16.78% | 加仓 |
 星座品牌STZ |
| 0.7% | 0.88% | $342.6万 | 2.5万股 | $364.7万 | 2.4万股 | +320股+1.32% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.67% | 0.89% | $327.8万 | 13.4万股 | $366.5万 | 12.8万股 | +5,875股+4.60% | 加仓 |
| LLITHIA MTRSLAD |
| 0.54% | 0.55% | $266.1万 | 9,160股 | $227.2万 | 9,097股 | +63股+0.69% | 加仓 |
 思科CSCO |
| 0.42% | 0.33% | $207.0万 | 1.8万股 | $136.7万 | 1.8万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.38% | 0.45% | $183.8万 | 1.3万股 | $184.5万 | 1.3万股 | 00.00% | 持仓不变 |
| V先锋领航·MALVERN FDSVTIP |
| 0.37% | 0.45% | $181.7万 | 3.6万股 | $185.4万 | 3.7万股 | -956股-2.58% | 减仓 |
