 特斯拉TSLA |
| 39.06% | 39.11% | $62.38亿 | 1,483.1万股 | $55.51亿 | 1,493.3万股 | -10.2万股-0.68% | 减仓 |
 亚马逊AMZN |
| 6.19% | 6.07% | $9.88亿 | 414.5万股 | $8.61亿 | 413.5万股 | +9,672股+0.23% | 加仓 |
 微软MSFT |
| 4.58% | 5.02% | $7.32亿 | 196.9万股 | $7.13亿 | 193.5万股 | +3.4万股+1.76% | 加仓 |
 谷歌AGOOGL |
| 3.34% | 3.27% | $5.33亿 | 149.2万股 | $4.65亿 | 161.6万股 | -12.5万股-7.72% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.31% | 3.57% | $5.29亿 | 149.8万股 | $5.07亿 | 176.7万股 | -27.0万股-15.26% | 减仓 |
 万事达MA |
| 2.89% | 2.34% | $4.61亿 | 89.8万股 | $3.32亿 | 66.4万股 | +23.4万股+35.23% | 加仓 |
 德州仪器TXN |
| 2.82% | 2.08% | $4.51亿 | 151.3万股 | $2.95亿 | 152.1万股 | -7,191股-0.47% | 减仓 |
 英伟达NVDA |
| 1.96% | 1.86% | $3.14亿 | 156.8万股 | $2.64亿 | 151.5万股 | +5.3万股+3.51% | 加仓 |
| MMEDLINE COM CL AMDLN |
| 1.81% | 0.45% | $2.88亿 | 731.2万股 | $6,323.3万 | 142.1万股 | +589.1万股+414.59% | 加仓 |
 WASTE MGMT DELWM |
| 1.8% | 2.1% | $2.88亿 | 129.1万股 | $2.99亿 | 130.0万股 | -8,930股-0.69% | 减仓 |
 麦当劳MCD |
| 1.77% | 2.44% | $2.83亿 | 104.8万股 | $3.46亿 | 111.3万股 | -6.5万股-5.82% | 减仓 |
 明晟MSCI |
| 1.36% | 1.48% | $2.17亿 | 38.8万股 | $2.10亿 | 39.0万股 | -2,590股-0.66% | 减仓 |
 Meta平台META |
| 1.21% | 1.3% | $1.94亿 | 34.4万股 | $1.85亿 | 32.3万股 | +2.1万股+6.46% | 加仓 |
 莫德纳MRNA |
| 1.18% | 0.98% | $1.89亿 | 269.9万股 | $1.40亿 | 274.9万股 | -4.9万股-1.80% | 减仓 |
 台积电TSM |
| 1.08% | 0.88% | $1.72亿 | 36.1万股 | $1.24亿 | 36.8万股 | -7,329股-1.99% | 减仓 |
 博通AVGO |
| 1% | 0.87% | $1.60亿 | 42.4万股 | $1.23亿 | 39.7万股 | +2.7万股+6.85% | 加仓 |
 苹果AAPL |
| 0.98% | 0.98% | $1.56亿 | 54.1万股 | $1.39亿 | 54.6万股 | -5,440股-1.00% | 减仓 |
 AMD超威AMD |
| 0.95% | 0.35% | $1.52亿 | 26.2万股 | $4,905.1万 | 24.1万股 | +2.1万股+8.57% | 加仓 |
 ZOETIS CL AZTS |
| 0.81% | 1.52% | $1.29亿 | 179.4万股 | $2.15亿 | 182.0万股 | -2.6万股-1.45% | 减仓 |
 VisaV |
| 0.73% | 0.78% | $1.16亿 | 33.9万股 | $1.11亿 | 36.6万股 | -2.7万股-7.31% | 减仓 |
| V先锋领航指数基金VOO |
| 0.69% | 0.61% | $1.11亿 | 15.1万股 | $8,680.6万 | 15.1万股 | -103股-0.07% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.68% | 0.92% | $1.08亿 | 139.1万股 | $1.31亿 | 140.5万股 | -1.3万股-0.96% | 减仓 |
 艾伯维ABBV |
| 0.64% | 0.57% | $1.03亿 | 40.9万股 | $8,101.2万 | 37.2万股 | +3.7万股+9.89% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.64% | 0.6% | $1.02亿 | 13.7万股 | $8,519.3万 | 13.1万股 | +5,748股+4.39% | 加仓 |
 美光科技MU |
| 0.59% | 0.32% | $9,468.9万 | 8.2万股 | $4,567.5万 | 13.5万股 | -5.3万股-39.32% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.58% | 0.52% | $9,314.1万 | 112.7万股 | $7,444.3万 | 93.5万股 | +19.2万股+20.53% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.53% | 0.52% | $8,492.5万 | 46.9万股 | $7,382.0万 | 44.6万股 | +2.3万股+5.14% | 加仓 |
 瑞银UBS |
| 0.51% | 0.45% | $8,133.7万 | 163.8万股 | $6,367.7万 | 166.5万股 | -2.7万股-1.64% | 减仓 |
 OWENS CORNING NEW COMOC |
| 0.51% | 0.31% | $8,122.4万 | 51.1万股 | $4,358.0万 | 40.3万股 | +10.8万股+26.89% | 加仓 |
 礼来LLY |
| 0.5% | 0.42% | $8,047.6万 | 6.7万股 | $5,919.1万 | 6.4万股 | +2,741股+4.26% | 加仓 |
 伊顿ETN |
| 0.45% | 0.43% | $7,108.8万 | 16.7万股 | $6,085.0万 | 17.0万股 | -3,302股-1.94% | 减仓 |
 联合健康UNH |
| 0.43% | 0.37% | $6,916.9万 | 16.6万股 | $5,258.7万 | 19.4万股 | -2.8万股-14.37% | 减仓 |
 默沙东MRK |
| 0.41% | 0.43% | $6,469.1万 | 50.3万股 | $6,172.5万 | 51.3万股 | -9,702股-1.89% | 减仓 |
 林德LIN |
| 0.4% | 0.43% | $6,398.1万 | 12.3万股 | $6,112.3万 | 12.3万股 | -1股-0.00% | 减仓 |
| 22023 ETF SERIES TRUSTPQUS |
| 0.38% | 0.36% | $6,032.7万 | 217.8万股 | $5,060.1万 | 210.0万股 | +7.8万股+3.73% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.37% | 0.39% | $5,981.7万 | 65.0万股 | $5,515.9万 | 59.8万股 | +5.2万股+8.70% | 加仓 |
 史赛克SYK |
| 0.37% | 0.36% | $5,929.2万 | 18.8万股 | $5,122.5万 | 15.6万股 | +3.2万股+20.80% | 加仓 |
 赛富时CRM |
| 0.34% | 0.34% | $5,356.3万 | 34.2万股 | $4,781.1万 | 25.6万股 | +8.6万股+33.49% | 加仓 |
 迪尔DE |
| 0.31% | 0.3% | $4,946.4万 | 7.8万股 | $4,316.5万 | 7.7万股 | +1,350股+1.76% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.29% | 0.41% | $4,560.2万 | 106.8万股 | $5,780.3万 | 92.1万股 | +14.7万股+15.99% | 加仓 |
 PALO ALTOPANW |
| 0.28% | 0.08% | $4,453.3万 | 13.1万股 | $1,141.9万 | 7.1万股 | +5.9万股+83.34% | 加仓 |
 强生JNJ |
| 0.28% | 0.29% | $4,395.1万 | 17.3万股 | $4,166.1万 | 17.0万股 | +2,623股+1.54% | 加仓 |
| BBANK OF AMERBAC |
| 0.25% | 0.27% | $4,013.8万 | 70.4万股 | $3,849.8万 | 79.0万股 | -8.5万股-10.80% | 减仓 |
 ALCON ORD SHSALC |
| 0.23% | 0.32% | $3,706.5万 | 54.8万股 | $4,539.6万 | 61.6万股 | -6.8万股-11.04% | 减仓 |
 应用材料AMAT |
| 0.23% | 0.13% | $3,636.9万 | 5.1万股 | $1,817.5万 | 5.3万股 | -2,907股-5.44% | 减仓 |
 优步UBER |
| 0.22% | 0.25% | $3,585.3万 | 49.7万股 | $3,515.1万 | 48.9万股 | +8,166股+1.67% | 加仓 |
 阿斯利康AZN |
| 0.22% | 0.27% | $3,493.7万 | 18.7万股 | $3,793.2万 | 19.6万股 | -9,124股-4.66% | 减仓 |
 穆迪MCO |
| 0.2% | 0.22% | $3,229.4万 | 7.1万股 | $3,083.1万 | 7.1万股 | +629股+0.89% | 加仓 |
 NETFLIXNFLX |
| 0.2% | 0.27% | $3,176.0万 | 44.5万股 | $3,865.4万 | 40.2万股 | +4.3万股+10.65% | 加仓 |
 泛林集团LRCX |
| 0.18% | 0.13% | $2,918.2万 | 6.7万股 | $1,829.8万 | 8.6万股 | -1.8万股-21.37% | 减仓 |
