 英伟达NVDA |
| 5.99% | 5.45% | $8,478.3万 | 42.4万股 | $6,844.4万 | 39.2万股 | +3.1万股+7.97% | 加仓 |
 苹果AAPL |
| 5.83% | 4.58% | $8,252.8万 | 28.5万股 | $5,759.5万 | 22.7万股 | +5.8万股+25.67% | 加仓 |
 谷歌AGOOGL |
| 5.02% | 4.67% | $7,108.3万 | 19.9万股 | $5,871.8万 | 20.4万股 | -5,288股-2.59% | 减仓 |
 亚马逊AMZN |
| 4.08% | 3.98% | $5,775.7万 | 24.2万股 | $5,002.4万 | 24.0万股 | +2,142股+0.89% | 加仓 |
 微软MSFT |
| 3.45% | 3.26% | $4,875.1万 | 13.1万股 | $4,095.7万 | 11.1万股 | +2.0万股+18.12% | 加仓 |
 博通AVGO |
| 2.23% | 1.91% | $3,157.3万 | 8.4万股 | $2,404.0万 | 7.8万股 | +5,911股+7.61% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 2.22% | 1.54% | $3,138.6万 | 4.9万股 | $1,936.6万 | 5.9万股 | -9,942股-16.87% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.1% | 2.45% | $2,966.1万 | 15.6万股 | $3,080.5万 | 23.2万股 | -7.6万股-32.83% | 减仓 |
 Meta平台META |
| 2.08% | 2.3% | $2,936.6万 | 5.2万股 | $2,893.6万 | 5.1万股 | +1,558股+3.08% | 加仓 |
 阿斯麦ASML |
| 1.83% | 1.74% | $2,583.8万 | 1.3万股 | $2,181.3万 | 1.7万股 | -3,527股-21.36% | 减仓 |
| S道富SPSM |
| 1.77% | 1.65% | $2,504.8万 | 43.4万股 | $2,077.0万 | 43.0万股 | +4,502股+1.05% | 加仓 |
| WWisdomTree·FLOATING RATE TREASURY FUNDUSFR |
| 1.75% | 1.93% | $2,477.0万 | 49.2万股 | $2,430.0万 | 48.3万股 | +9,248股+1.92% | 加仓 |
 PALO ALTOPANW |
| 1.57% | 1.36% | $2,220.7万 | 6.5万股 | $1,706.3万 | 10.6万股 | -4.1万股-38.82% | 减仓 |
 万事达MA |
| 1.56% | 1.67% | $2,207.2万 | 4.3万股 | $2,103.4万 | 4.2万股 | +879股+2.09% | 加仓 |
 派克汉尼汾PH |
| 1.42% | 1.43% | $2,006.4万 | 2.1万股 | $1,795.8万 | 2.0万股 | +453股+2.26% | 加仓 |
| BBANK OF AMERBAC |
| 1.36% | 1.3% | $1,931.2万 | 33.9万股 | $1,639.2万 | 33.6万股 | +2,689股+0.80% | 加仓 |
 固安捷GWW |
| 1.35% | 1.21% | $1,906.7万 | 1.4万股 | $1,517.3万 | 1.4万股 | +106股+0.76% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 1.33% | 1.56% | $1,886.2万 | 40.3万股 | $1,966.3万 | 41.9万股 | -1.6万股-3.79% | 减仓 |
 默沙东MRK |
| 1.3% | 2.01% | $1,846.0万 | 14.4万股 | $2,531.3万 | 21.0万股 | -6.7万股-31.73% | 减仓 |
 嘉信理财SCHW |
| 1.28% | 1.47% | $1,812.4万 | 19.6万股 | $1,848.0万 | 19.7万股 | -210股-0.11% | 减仓 |
 爱德华生命科学EW |
| 1.23% | 1.24% | $1,742.1万 | 19.3万股 | $1,552.5万 | 19.4万股 | -1,282股-0.66% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 1.22% | 1.36% | $1,726.0万 | 54.0万股 | $1,707.8万 | 50.9万股 | +3.1万股+6.00% | 加仓 |
 艺康ECL |
| 1.14% | 1.2% | $1,609.6万 | 5.8万股 | $1,513.6万 | 5.7万股 | +876股+1.54% | 加仓 |
| T赛默飞世尔TMO |
| 1.11% | 1.22% | $1,575.1万 | 3.1万股 | $1,528.4万 | 3.1万股 | +322股+1.04% | 加仓 |
 摩根大通JPM |
| 1.1% | 1.76% | $1,559.9万 | 4.8万股 | $2,213.4万 | 7.5万股 | -2.8万股-36.67% | 减仓 |
 洛克希德马丁LMT |
| 1.09% | 1.44% | $1,548.5万 | 3.0万股 | $1,809.0万 | 3.0万股 | +466股+1.56% | 加仓 |
| S道富SPYM |
| 1.09% | 1.09% | $1,544.3万 | 17.6万股 | $1,368.6万 | 17.9万股 | -3,083股-1.72% | 减仓 |
 强生JNJ |
| 1.04% | 1.11% | $1,476.4万 | 5.8万股 | $1,401.3万 | 5.7万股 | +805股+1.40% | 加仓 |
 星巴克SBUX |
| 1.03% | 1.02% | $1,458.8万 | 14.3万股 | $1,282.6万 | 14.3万股 | -407股-0.28% | 减仓 |
 ServiceNowNOW |
| 1.02% | 1.05% | $1,436.4万 | 14.5万股 | $1,317.9万 | 12.6万股 | +1.9万股+14.78% | 加仓 |
 杜克能源DUK |
| 1% | 1.16% | $1,412.0万 | 11.2万股 | $1,460.4万 | 11.2万股 | +12股+0.01% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.99% | 0.88% | $1,403.5万 | 14.6万股 | $1,106.2万 | 15.3万股 | -6,645股-4.35% | 减仓 |
 伊顿ETN |
| 0.98% | 0.94% | $1,391.7万 | 3.3万股 | $1,179.3万 | 3.3万股 | -311股-0.94% | 减仓 |
 CoStarCSGP |
| 0.98% | — | $1,384.9万 | 48.9万股 | $0 | 0股 | +48.9万股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 0.91% | 0.92% | $1,294.0万 | 7.2万股 | $1,157.2万 | 7.0万股 | +1,538股+2.20% | 加仓 |
 标普全球SPGI |
| 0.89% | 0.11% | $1,258.0万 | 3.1万股 | $139.4万 | 3,277股 | +2.8万股+842.63% | 加仓 |
 高露洁CL |
| 0.85% | 0.86% | $1,208.5万 | 13.2万股 | $1,076.8万 | 12.6万股 | +5,475股+4.33% | 加仓 |
 安费诺APH |
| 0.85% | 0.05% | $1,204.2万 | 6.8万股 | $57.2万 | 4,530股 | +6.4万股+1,407.62% | 加仓 |
 AMGEN COMAMGN |
| 0.84% | 0.91% | $1,182.5万 | 3.3万股 | $1,144.8万 | 3.3万股 | +118股+0.36% | 加仓 |
 家得宝HD |
| 0.8% | 0.82% | $1,128.1万 | 3.2万股 | $1,033.2万 | 3.1万股 | +573股+1.82% | 加仓 |
| VVALUED ADVISERS TRMBSF |
| 0.77% | 0.36% | $1,089.9万 | 42.4万股 | $456.9万 | 17.9万股 | +24.5万股+137.03% | 加仓 |
 切尼尔能源LNG |
| 0.77% | 0.65% | $1,089.5万 | 4.6万股 | $821.5万 | 2.9万股 | +1.7万股+57.46% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 0.73% | 0.8% | $1,026.0万 | 13.8万股 | $1,010.7万 | 13.4万股 | +3,357股+2.50% | 加仓 |
| C花旗集团C |
| 0.67% | 1.17% | $953.5万 | 6.8万股 | $1,468.0万 | 12.9万股 | -6.1万股-47.37% | 减仓 |
 MCKESSON COMMCK |
| 0.61% | 0.78% | $864.0万 | 1.1万股 | $980.2万 | 1.1万股 | +108股+0.95% | 加仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.6% | 0.58% | $852.0万 | 3.9万股 | $733.2万 | 3.9万股 | -155股-0.40% | 减仓 |
| SSPDR行业精选信托XLP |
| 0.6% | 0.87% | $851.5万 | 10.3万股 | $1,097.3万 | 13.4万股 | -3.1万股-23.42% | 减仓 |
 EntergyETR |
| 0.57% | 0.63% | $804.2万 | 7.0万股 | $786.1万 | 7.0万股 | +55股+0.08% | 加仓 |
 空气化工APD |
| 0.55% | 0.61% | $776.0万 | 2.6万股 | $769.9万 | 2.7万股 | -36股-0.14% | 减仓 |
| AAPPLOVINAPP |
| 0.54% | — | $768.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
