 苹果AAPL |
| 12.43% | 12.08% | $1.70亿 | 58.8万股 | $1.45亿 | 57.2万股 | +1.6万股+2.86% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.07% | 3.72% | $5,566.7万 | 15.8万股 | $4,467.8万 | 15.6万股 | +1,801股+1.16% | 加仓 |
 微软MSFT |
| 3.9% | 4.01% | $5,338.3万 | 14.3万股 | $4,818.1万 | 13.0万股 | +1.3万股+9.95% | 加仓 |
| F富达·MERRIMACK STR TRFBND |
| 3.23% | 3.11% | $4,418.9万 | 97.1万股 | $3,737.2万 | 81.9万股 | +15.2万股+18.58% | 加仓 |
 谷歌AGOOGL |
| 3.16% | 2.91% | $4,320.9万 | 12.1万股 | $3,490.8万 | 12.1万股 | -486股-0.40% | 减仓 |
 英伟达NVDA |
| 2.86% | 2.83% | $3,920.0万 | 19.6万股 | $3,401.4万 | 19.5万股 | +879股+0.45% | 加仓 |
 亚马逊AMZN |
| 2.74% | 2.72% | $3,754.9万 | 15.8万股 | $3,268.2万 | 15.7万股 | +625股+0.40% | 加仓 |
 泛林集团LRCX |
| 2.56% | 1.45% | $3,501.4万 | 8.1万股 | $1,736.2万 | 8.1万股 | -461股-0.57% | 减仓 |
| IiShares安硕信托ITOT |
| 2.51% | 2.47% | $3,435.8万 | 20.9万股 | $2,967.7万 | 20.8万股 | +795股+0.38% | 加仓 |
 博通AVGO |
| 2.48% | 2.74% | $3,389.8万 | 9.0万股 | $3,285.2万 | 10.6万股 | -1.6万股-15.46% | 减仓 |
 摩根大通JPM |
| 2.37% | 2.43% | $3,249.8万 | 9.9万股 | $2,921.4万 | 9.9万股 | -31股-0.03% | 减仓 |
 Meta平台META |
| 2.36% | 2.71% | $3,232.4万 | 5.7万股 | $3,260.9万 | 5.7万股 | +390股+0.68% | 加仓 |
 迈威尔MRVL |
| 2.35% | 1.01% | $3,217.0万 | 10.8万股 | $1,217.4万 | 12.3万股 | -1.5万股-12.13% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.14% | 2.3% | $2,933.0万 | 5.9万股 | $2,758.7万 | 5.8万股 | +1,044股+1.81% | 加仓 |
 嘉信理财SCHW |
| 2.12% | 1.97% | $2,900.8万 | 31.4万股 | $2,370.0万 | 25.2万股 | +6.2万股+24.66% | 加仓 |
| DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND |
| 2.05% | 2.22% | $2,808.9万 | 61.6万股 | $2,662.6万 | 58.1万股 | +3.5万股+6.00% | 加仓 |
 VisaV |
| 1.73% | 1.71% | $2,363.9万 | 6.9万股 | $2,053.2万 | 6.8万股 | +968股+1.42% | 加仓 |
 礼来LLY |
| 1.65% | 1.43% | $2,261.7万 | 1.9万股 | $1,714.9万 | 1.9万股 | +212股+1.14% | 加仓 |
 福泰制药VRTX |
| 1.62% | 1.64% | $2,221.1万 | 4.5万股 | $1,970.0万 | 4.4万股 | +597股+1.35% | 加仓 |
| SSPDR行业精选信托XLE |
| 1.61% | 2.1% | $2,198.9万 | 41.4万股 | $2,517.6万 | 41.1万股 | +3,065股+0.75% | 加仓 |
 阿斯麦ASML |
| 1.57% | 1.18% | $2,150.8万 | 1.1万股 | $1,421.8万 | 1.1万股 | +46股+0.43% | 加仓 |
 台积电TSM |
| 1.35% | 1.09% | $1,845.9万 | 3.9万股 | $1,309.5万 | 3.9万股 | -96股-0.25% | 减仓 |
 MOLINA HEALTHCAREMOH |
| 1.28% | 0.83% | $1,753.2万 | 7.7万股 | $998.5万 | 7.5万股 | +1,754股+2.34% | 加仓 |
 雷神技术RTX |
| 1.24% | 1.44% | $1,699.3万 | 9.0万股 | $1,734.2万 | 9.0万股 | -339股-0.38% | 减仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.23% | 1.07% | $1,684.3万 | 19.4万股 | $1,283.6万 | 19.1万股 | +2,134股+1.12% | 加仓 |
 爱德华生命科学EW |
| 1.17% | 1.16% | $1,605.3万 | 17.7万股 | $1,391.4万 | 17.4万股 | +3,715股+2.14% | 加仓 |
 BOOKING COMBKNG |
| 1.07% | 1.13% | $1,465.2万 | 8.2万股 | $1,356.3万 | 3,221股 | +7.9万股+2,452.13% | 加仓 |
 纽蒙特NEM |
| 1.06% | 1.39% | $1,456.6万 | 15.6万股 | $1,673.4万 | 15.5万股 | +1,368股+0.88% | 加仓 |
| CCIGNALIBD |
| 1.06% | 1.16% | $1,455.6万 | 5.3万股 | $1,392.1万 | 5.2万股 | +611股+1.17% | 加仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 1.04% | 1.04% | $1,419.0万 | 21.9万股 | $1,246.6万 | 21.6万股 | +3,478股+1.61% | 加仓 |
 贝莱德·INC COMBLK |
| 0.98% | 1.11% | $1,335.6万 | 1.4万股 | $1,337.2万 | 1.4万股 | -14股-0.10% | 减仓 |
 好市多COST |
| 0.93% | 1.12% | $1,269.4万 | 1.4万股 | $1,341.3万 | 1.3万股 | +108股+0.80% | 加仓 |
 LOWES COS COMLOW |
| 0.9% | 1.09% | $1,233.8万 | 5.6万股 | $1,307.1万 | 5.5万股 | +637股+1.15% | 加仓 |
 雪佛龙CVX |
| 0.89% | 1.22% | $1,216.2万 | 7.3万股 | $1,467.1万 | 7.1万股 | +2,464股+3.47% | 加仓 |
 CNH INDLCNH |
| 0.86% | 0.89% | $1,174.4万 | 104.6万股 | $1,067.4万 | 97.0万股 | +7.5万股+7.78% | 加仓 |
 PAYCHEX COMPAYX |
| 0.78% | 0.83% | $1,071.7万 | 10.9万股 | $999.5万 | 10.8万股 | +496股+0.46% | 加仓 |
 COPART COMCPRT |
| 0.78% | 0.76% | $1,062.1万 | 37.7万股 | $912.1万 | 27.5万股 | +10.2万股+37.15% | 加仓 |
 芝加哥商品交易所CME |
| 0.77% | — | $1,054.4万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| DDOUBLELINE MORTGAGE ETFDMBS |
| 0.75% | 0.81% | $1,021.7万 | 20.8万股 | $975.2万 | 19.7万股 | +1.1万股+5.39% | 加仓 |
| DDOUBLELINE ETF TRUSTDCRE |
| 0.73% | 0.79% | $1,004.9万 | 19.4万股 | $946.7万 | 18.2万股 | +1.2万股+6.47% | 加仓 |
 ADOBE COMADBE |
| 0.7% | 0.94% | $956.1万 | 4.7万股 | $1,130.3万 | 4.6万股 | +135股+0.29% | 加仓 |
 瑞思迈RMD |
| 0.7% | 0.91% | $955.2万 | 4.9万股 | $1,096.5万 | 4.9万股 | +165股+0.34% | 加仓 |
 赛富时CRM |
| 0.64% | 0.85% | $877.2万 | 5.6万股 | $1,016.8万 | 5.4万股 | +1,528股+2.81% | 加仓 |
| SSPDR道富系列信托XOP |
| 0.63% | 0.84% | $862.9万 | 5.6万股 | $1,010.0万 | 5.6万股 | +397股+0.71% | 加仓 |
| IISHARES COPPER AND METALS MINING ETFICOP |
| 0.62% | 0.66% | $854.6万 | 17.4万股 | $794.6万 | 16.7万股 | +6,595股+3.95% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.61% | 0.68% | $838.3万 | 14.5万股 | $815.0万 | 14.1万股 | +3,526股+2.49% | 加仓 |
 史赛克SYK |
| 0.61% | 0.72% | $837.3万 | 2.7万股 | $866.7万 | 2.6万股 | +218股+0.83% | 加仓 |
 ServiceNowNOW |
| 0.61% | 0.66% | $831.6万 | 8.4万股 | $796.7万 | 7.6万股 | +7,563股+9.92% | 加仓 |
 RANGE RESRRC |
| 0.56% | 0.77% | $770.7万 | 20.7万股 | $922.4万 | 20.4万股 | +3,059股+1.50% | 加仓 |
 美光科技MU |
| 0.56% | 0.21% | $763.0万 | 6,611股 | $257.5万 | 7,623股 | -1,012股-13.28% | 减仓 |
