 台积电TSM |
| 5.22% | 4.46% | $9,502.1万 | 19.9万股 | $7,190.8万 | 23.7万股 | -3.8万股-15.91% | 减仓 |
 亚马逊AMZN |
| 5.13% | 5.45% | $9,333.7万 | 39.2万股 | $8,789.5万 | 38.1万股 | +1.1万股+2.84% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.1% | 5.24% | $9,280.1万 | 26.3万股 | $8,445.2万 | 26.9万股 | -6,480股-2.41% | 减仓 |
 PALO ALTOPANW |
| 4.55% | 2.74% | $8,280.3万 | 24.3万股 | $4,417.0万 | 24.0万股 | +3,016股+1.26% | 加仓 |
 阿斯麦ASML |
| 3.94% | 2.8% | $7,171.9万 | 3.6万股 | $4,520.7万 | 4.2万股 | -6,205股-14.68% | 减仓 |
 微软MSFT |
| 3.87% | 5.35% | $7,038.3万 | 18.9万股 | $8,622.6万 | 17.8万股 | +1.0万股+5.83% | 加仓 |
 苹果AAPL |
| 3.54% | 3.81% | $6,446.0万 | 22.3万股 | $6,150.9万 | 22.6万股 | -3,486股-1.54% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.53% | 3.85% | $6,417.1万 | 12.8万股 | $6,206.0万 | 12.3万股 | +4,777股+3.87% | 加仓 |
 BOOKING COMBKNG |
| 2.83% | 3.56% | $5,156.7万 | 28.9万股 | $5,740.9万 | 1.1万股 | +27.9万股+2,598.82% | 加仓 |
 安桥ENB |
| 2.62% | 2.57% | $4,773.9万 | 88.1万股 | $4,151.7万 | 86.8万股 | +1.3万股+1.46% | 加仓 |
 CrowdStrikeCRWD |
| 2.52% | 0.02% | $4,587.2万 | 6.0万股 | $32.9万 | 701股 | +5.9万股+8,474.89% | 加仓 |
 GSK SPONSORED ADRGSK |
| 2.51% | 2.71% | $4,568.2万 | 87.1万股 | $4,365.0万 | 89.0万股 | -1.9万股-2.09% | 减仓 |
 美国合众银行USB |
| 2.45% | 2.4% | $4,465.0万 | 73.9万股 | $3,866.0万 | 72.5万股 | +1.5万股+2.03% | 加仓 |
 VisaV |
| 2.29% | 2.51% | $4,159.7万 | 12.1万股 | $4,042.2万 | 11.5万股 | +5,984股+5.19% | 加仓 |
 雷神技术RTX |
| 2.15% | 2.39% | $3,903.0万 | 20.6万股 | $3,854.6万 | 21.0万股 | -4,462股-2.12% | 减仓 |
 英伟达NVDA |
| 2.05% | 2.13% | $3,724.6万 | 18.6万股 | $3,430.6万 | 18.4万股 | +2,200股+1.20% | 加仓 |
 壳牌SHEL |
| 1.85% | 1.9% | $3,362.3万 | 43.4万股 | $3,065.9万 | 41.7万股 | +1.6万股+3.93% | 加仓 |
 摩根大通JPM |
| 1.83% | 2.04% | $3,326.8万 | 10.2万股 | $3,295.9万 | 10.2万股 | -655股-0.64% | 减仓 |
 杜克能源DUK |
| 1.71% | 1.74% | $3,108.8万 | 24.6万股 | $2,812.8万 | 24.0万股 | +5,618股+2.34% | 加仓 |
 埃克森美孚XOM |
| 1.65% | 1.63% | $2,994.5万 | 21.9万股 | $2,635.7万 | 21.9万股 | +8股+0.00% | 加仓 |
 NISOURCE COMNI |
| 1.55% | 1.53% | $2,816.3万 | 59.2万股 | $2,471.6万 | 59.2万股 | +437股+0.07% | 加仓 |
 通用动力GD |
| 1.54% | 1.62% | $2,810.2万 | 7.9万股 | $2,609.1万 | 7.8万股 | +1,829股+2.36% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.46% | 1.42% | $2,661.4万 | 14.7万股 | $2,286.2万 | 14.3万股 | +4,579股+3.21% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.44% | 1.75% | $2,623.6万 | 11.4万股 | $2,822.3万 | 10.9万股 | +5,224股+4.79% | 加仓 |
 Meta平台META |
| 1.41% | 1.78% | $2,556.4万 | 4.5万股 | $2,870.7万 | 4.3万股 | +1,895股+4.36% | 加仓 |
 CORE & MAINCNM |
| 1.33% | 0.69% | $2,411.2万 | 50.0万股 | $1,111.2万 | 21.4万股 | +28.6万股+133.72% | 加仓 |
| WWEC ENERGY COMIDU |
| 1.29% | 1.29% | $2,347.7万 | 20.1万股 | $2,078.1万 | 19.7万股 | +4,003股+2.03% | 加仓 |
| IiShares安硕信托IVV |
| 1.2% | 1.27% | $2,190.7万 | 2.9万股 | $2,043.2万 | 3.0万股 | -578股-1.94% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.17% | 1.33% | $2,131.0万 | 42.1万股 | $2,145.7万 | 42.4万股 | -2,728股-0.64% | 减仓 |
| T赛默飞世尔TMO |
| 1.11% | 1.34% | $2,017.2万 | 4.0万股 | $2,155.5万 | 3.7万股 | +3,036股+8.16% | 加仓 |
 赛富时CRM |
| 1.09% | 1.78% | $1,987.0万 | 12.7万股 | $2,866.3万 | 10.8万股 | +1.9万股+17.22% | 加仓 |
 优步UBER |
| 0.95% | — | $1,730.2万 | 24.0万股 | $0 | 0股 | +24.0万股 | 新买入 |
 VeevaVEEV |
| 0.95% | 1.19% | $1,725.6万 | 9.7万股 | $1,924.8万 | 8.6万股 | +1.1万股+12.77% | 加仓 |
 美国运通AXP |
| 0.91% | 1.1% | $1,657.9万 | 4.9万股 | $1,768.7万 | 4.8万股 | +1,205股+2.52% | 加仓 |
 欧特克ADSK |
| 0.84% | 1.3% | $1,522.7万 | 7.8万股 | $2,098.4万 | 7.1万股 | +7,429股+10.48% | 加仓 |
 ServiceNowNOW |
| 0.8% | 0.81% | $1,449.1万 | 14.6万股 | $1,312.8万 | 8.6万股 | +6.0万股+70.32% | 加仓 |
 AFLAC COMAFL |
| 0.7% | 0.42% | $1,266.3万 | 10.8万股 | $678.8万 | 6.2万股 | +4.6万股+75.46% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.65% | 0.66% | $1,183.7万 | 5.0万股 | $1,069.1万 | 4.9万股 | +1,379股+2.83% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.64% | 0.83% | $1,160.1万 | 9.2万股 | $1,346.0万 | 11.0万股 | -1.8万股-16.27% | 减仓 |
 可口可乐KO |
| 0.56% | 0.53% | $1,015.4万 | 12.5万股 | $854.7万 | 12.2万股 | +2,674股+2.19% | 加仓 |
 VALERO ENERGY COMVLO |
| 0.51% | 0.35% | $927.8万 | 3.6万股 | $564.8万 | 3.5万股 | +928股+2.67% | 加仓 |
 南方电力SO |
| 0.46% | 0.47% | $844.2万 | 8.8万股 | $751.8万 | 8.6万股 | +1,989股+2.31% | 加仓 |
 VENTAS COMVTR |
| 0.43% | 0.42% | $784.5万 | 8.8万股 | $679.5万 | 8.8万股 | +538股+0.61% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.42% | 0.4% | $760.5万 | 14.3万股 | $652.2万 | 14.6万股 | -2,682股-1.84% | 减仓 |
| KKRANESHARES TRUSTKEMX |
| 0.39% | 0.32% | $716.8万 | 13.7万股 | $518.0万 | 14.0万股 | -3,074股-2.20% | 减仓 |
| C花旗集团C |
| 0.38% | 0.35% | $686.2万 | 4.9万股 | $559.9万 | 4.8万股 | +1,046股+2.18% | 加仓 |
 艾伯维ABBV |
| 0.37% | 0.39% | $668.7万 | 2.7万股 | $632.3万 | 2.8万股 | -1,100股-3.97% | 减仓 |
 麦当劳MCD |
| 0.34% | 0.45% | $626.2万 | 2.3万股 | $733.1万 | 2.4万股 | -820股-3.42% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.34% | 0.44% | $624.2万 | 4.1万股 | $702.0万 | 3.6万股 | +5,073股+14.02% | 加仓 |
 艾默生电气EMR |
| 0.34% | 0.36% | $616.2万 | 4.3万股 | $582.7万 | 4.4万股 | -861股-1.96% | 减仓 |
