 英伟达NVDA |
| 5.95% | 6.3% | $1.26亿 | 63.0万股 | $1.08亿 | 62.1万股 | +9,277股+1.49% | 加仓 |
 美光科技MU |
| 5.92% | 2.14% | $1.25亿 | 10.9万股 | $3,686.1万 | 10.9万股 | -473股-0.43% | 减仓 |
 苹果AAPL |
| 5.55% | 5.96% | $1.18亿 | 40.6万股 | $1.02亿 | 40.4万股 | +2,551股+0.63% | 加仓 |
 谷歌AGOOGL |
| 5.35% | 5.22% | $1.13亿 | 31.7万股 | $8,965.7万 | 31.2万股 | +5,161股+1.66% | 加仓 |
 台积电TSM |
| 5.15% | 4.39% | $1.09亿 | 22.8万股 | $7,541.7万 | 22.3万股 | +5,270股+2.36% | 加仓 |
 康宁GLW |
| 4.75% | 3.07% | $1.01亿 | 39.4万股 | $5,271.8万 | 38.8万股 | +6,340股+1.64% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 4.31% | 4.22% | $9,127.1万 | 57.7万股 | $7,248.4万 | 56.7万股 | +9,275股+1.63% | 加仓 |
| IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF |
| 4.14% | 4.76% | $8,776.4万 | 202.7万股 | $8,185.1万 | 195.9万股 | +6.9万股+3.51% | 加仓 |
 阿斯麦ASML |
| 3.98% | 3.2% | $8,434.4万 | 4.2万股 | $5,506.1万 | 4.2万股 | +709股+1.70% | 加仓 |
 博通AVGO |
| 3.81% | 3.83% | $8,077.8万 | 21.4万股 | $6,574.0万 | 21.2万股 | +1,439股+0.68% | 加仓 |
 摩根大通JPM |
| 3.5% | 3.83% | $7,407.4万 | 22.6万股 | $6,582.2万 | 22.4万股 | +2,537股+1.13% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 3.44% | 2.59% | $7,285.9万 | 36.1万股 | $4,451.4万 | 36.2万股 | -1,009股-0.28% | 减仓 |
 卡特彼勒CAT |
| 3.1% | 2.52% | $6,576.7万 | 6.2万股 | $4,329.4万 | 6.1万股 | +649股+1.06% | 加仓 |
 亚马逊AMZN |
| 3.09% | 3.26% | $6,548.1万 | 27.5万股 | $5,606.5万 | 26.9万股 | +5,545股+2.06% | 加仓 |
 GE VernovaGEV |
| 2.82% | 2.57% | $5,968.5万 | 5.1万股 | $4,424.9万 | 5.1万股 | +110股+0.22% | 加仓 |
 安费诺APH |
| 2.57% | 2.21% | $5,443.3万 | 30.9万股 | $3,803.7万 | 30.1万股 | +7,673股+2.55% | 加仓 |
 强生JNJ |
| 2.26% | 2.66% | $4,790.9万 | 18.9万股 | $4,568.1万 | 18.7万股 | +1,758股+0.94% | 加仓 |
 ROYAL BK CDA COMRY |
| 2.22% | 2.1% | $4,701.0万 | 22.7万股 | $3,600.7万 | 22.3万股 | +4,568股+2.05% | 加仓 |
 好市多COST |
| 2.1% | 2.68% | $4,443.2万 | 4.7万股 | $4,597.4万 | 4.6万股 | +1,358股+2.94% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 2.08% | 2.2% | $4,399.2万 | 52.8万股 | $3,776.7万 | 51.9万股 | +8,839股+1.70% | 加仓 |
 BARCLAYSBCS |
| 2.06% | 1.05% | $4,355.3万 | 162.1万股 | $1,800.7万 | 85.1万股 | +77.1万股+90.55% | 加仓 |
 Meta平台META |
| 1.92% | 2.36% | $4,066.2万 | 7.2万股 | $4,060.0万 | 7.1万股 | +1,225股+1.73% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.9% | 1.86% | $4,029.6万 | 11.5万股 | $3,189.0万 | 11.3万股 | +2,171股+1.92% | 加仓 |
 卡梅科CCJ |
| 1.88% | 2.46% | $3,988.1万 | 39.2万股 | $4,225.8万 | 38.9万股 | +2,452股+0.63% | 加仓 |
 沃尔玛WMT |
| 1.86% | 2.49% | $3,948.8万 | 34.9万股 | $4,286.0万 | 34.5万股 | +3,781股+1.10% | 加仓 |
 阿斯利康AZN |
| 1.77% | 2.19% | $3,743.4万 | 19.7万股 | $3,759.9万 | 19.1万股 | +6,773股+3.55% | 加仓 |
 ROSS STORES COMROST |
| 1.51% | — | $3,208.8万 | 15.1万股 | $0 | 0股 | +15.1万股 | 新买入 |
 TECHNIPFMC COMFTI |
| 1.29% | — | $2,742.5万 | 41.4万股 | $0 | 0股 | +41.4万股 | 新买入 |
 微软MSFT |
| 1.22% | 1.45% | $2,580.6万 | 6.9万股 | $2,500.2万 | 6.8万股 | +1,640股+2.43% | 加仓 |
 宝洁PG |
| 1.05% | 1.27% | $2,215.3万 | 15.1万股 | $2,190.1万 | 15.2万股 | -554股-0.37% | 减仓 |
 MCKESSON COMMCK |
| 1.02% | 3.41% | $2,151.6万 | 2.8万股 | $5,864.9万 | 6.8万股 | -3.9万股-57.99% | 减仓 |
 FICOFICO |
| 0.54% | 0.53% | $1,144.6万 | 9,580股 | $903.6万 | 8,464股 | +1,116股+13.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.38% | 0.39% | $802.3万 | 2.3万股 | $672.3万 | 2.3万股 | -730股-3.11% | 减仓 |
 PALO ALTOPANW |
| 0.38% | 0.32% | $796.0万 | 2.3万股 | $545.5万 | 3.4万股 | -1.1万股-31.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.28% | 0.33% | $599.5万 | 1.2万股 | $574.0万 | 1.2万股 | +2股+0.02% | 加仓 |
 Arista网络ANET |
| 0.28% | 0.25% | $593.5万 | 3.5万股 | $429.5万 | 3.5万股 | -44股-0.13% | 减仓 |
 特斯拉TSLA |
| 0.26% | 0.27% | $544.4万 | 1.3万股 | $458.6万 | 1.2万股 | +606股+4.91% | 加仓 |
 嘉信理财SCHW |
| 0.2% | 0.25% | $423.4万 | 4.6万股 | $435.7万 | 4.6万股 | -473股-1.02% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.19% | 0.22% | $401.2万 | 4.9万股 | $373.2万 | 4.7万股 | +1,660股+3.54% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.18% | 0.21% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
| IiShares安硕信托IXUS |
| 0.18% | 0.19% | $372.9万 | 3.9万股 | $334.3万 | 3.9万股 | +490股+1.27% | 加仓 |
 礼来LLY |
| 0.16% | 0.16% | $329.3万 | 2,746股 | $267.4万 | 2,908股 | -162股-5.57% | 减仓 |
 VisaV |
| 0.15% | 0.18% | $321.4万 | 9,369股 | $309.7万 | 1.0万股 | -877股-8.56% | 减仓 |
 埃克森美孚XOM |
| 0.14% | 0.24% | $306.8万 | 2.2万股 | $405.9万 | 2.4万股 | -1,487股-6.22% | 减仓 |
 欧特克ADSK |
| 0.13% | 0.2% | $276.9万 | 1.4万股 | $344.8万 | 1.4万股 | -163股-1.13% | 减仓 |
| IiShares安硕URTH |
| 0.13% | 0.15% | $273.8万 | 1.4万股 | $265.4万 | 1.5万股 | -1,231股-8.35% | 减仓 |
 雪佛龙CVX |
| 0.13% | 0.2% | $266.5万 | 1.6万股 | $348.7万 | 1.7万股 | -771股-4.58% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.12% | $260.2万 | 3,485股 | $212.2万 | 3,263股 | +222股+6.80% | 加仓 |
 艾伯维ABBV |
| 0.12% | 0.13% | $244.6万 | 9,721股 | $223.1万 | 1.0万股 | -537股-5.23% | 减仓 |
 麦当劳MCD |
| 0.11% | 0.28% | $240.9万 | 8,913股 | $481.2万 | 1.5万股 | -6,570股-42.43% | 减仓 |
