 微软MSFT |
| 9.09% | 9.99% | $1,712.2万 | 4.6万股 | $1,887.7万 | 4.6万股 | +13股+0.03% | 加仓 |
| N新纪元能源NEE |
| 8.17% | 8.94% | $1,539.0万 | 17.5万股 | $1,689.6万 | 17.5万股 | -147股-0.08% | 减仓 |
 天弘CLS |
| 5.73% | 6.56% | $1,079.1万 | 3.0万股 | $1,239.6万 | 3.0万股 | -100股-0.34% | 减仓 |
 苹果AAPL |
| 4.73% | 4.68% | $891.7万 | 3.1万股 | $885.0万 | 3.1万股 | -328股-1.05% | 减仓 |
 帕兰提尔PLTR |
| 4.55% | 5.27% | $856.6万 | 7.3万股 | $996.3万 | 7.3万股 | +115股+0.16% | 加仓 |
 强生JNJ |
| 4.39% | 3.92% | $826.4万 | 3.3万股 | $740.5万 | 3.3万股 | -294股-0.90% | 减仓 |
 雷神技术RTX |
| 4.01% | 4.09% | $755.4万 | 4.0万股 | $773.0万 | 4.5万股 | -4,898股-10.95% | 减仓 |
 艾伯维ABBV |
| 2.78% | 2.31% | $523.7万 | 2.1万股 | $437.1万 | 2.1万股 | -399股-1.88% | 减仓 |
 百事可乐PEP |
| 2.6% | 3.02% | $490.5万 | 3.6万股 | $569.6万 | 3.7万股 | -515股-1.40% | 减仓 |
 VeevaVEEV |
| 2.56% | 2.47% | $481.8万 | 2.7万股 | $466.4万 | 2.7万股 | -100股-0.37% | 减仓 |
 福泰制药VRTX |
| 2.45% | 2.14% | $461.7万 | 9,295股 | $405.1万 | 9,546股 | -251股-2.63% | 减仓 |
 特斯拉TSLA |
| 2.11% | 1.8% | $398.3万 | 9,469股 | $339.3万 | 8,714股 | +755股+8.66% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2% | 1.86% | $376.4万 | 1.8万股 | $352.1万 | 1.7万股 | +367股+2.12% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.81% | 1.68% | $341.1万 | 6,816股 | $317.3万 | 6,816股 | 00.00% | 持仓不变 |
| F第一信托·USTCIBR |
| 1.56% | 1.24% | $294.6万 | 3.3万股 | $233.4万 | 3.3万股 | -150股-0.46% | 减仓 |
 通用动力GD |
| 1.54% | 1.52% | $291.0万 | 8,216股 | $286.9万 | 8,216股 | 00.00% | 持仓不变 |
 VisaV |
| 1.44% | 1.39% | $271.2万 | 7,903股 | $261.8万 | 8,128股 | -225股-2.77% | 减仓 |
 英伟达NVDA |
| 1.39% | 1.18% | $262.7万 | 1.3万股 | $222.6万 | 1.1万股 | +1,800股+15.89% | 加仓 |
| B贝莱德ETF信托BAI |
| 1.32% | 1.06% | $249.6万 | 4.7万股 | $201.0万 | 4.5万股 | +2,450股+5.46% | 加仓 |
 可口可乐KO |
| 1.15% | 1.11% | $216.5万 | 2.7万股 | $209.1万 | 2.7万股 | 00.00% | 持仓不变 |
| V先锋领航白厅基金VYM |
| 1.14% | 1.14% | $215.6万 | 1.4万股 | $214.8万 | 1.4万股 | -100股-0.73% | 减仓 |
| IiShares安硕信托IHAK |
| 1.02% | 0.82% | $192.4万 | 3.2万股 | $155.7万 | 3.1万股 | +300股+0.96% | 加仓 |
 亚马逊AMZN |
| 0.95% | 1.02% | $179.4万 | 7,529股 | $192.7万 | 7,044股 | +485股+6.89% | 加仓 |
 雅培ABT |
| 0.86% | 0.82% | $162.2万 | 1.8万股 | $155.8万 | 1.8万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.81% | 0.87% | $151.9万 | 1,624股 | $165.1万 | 1,624股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.72% | 0.62% | $135.8万 | 3,268股 | $117.8万 | 3,238股 | +30股+0.93% | 加仓 |
 QUANTA SVCSPWR |
| 0.69% | 0.74% | $129.6万 | 1,800股 | $138.9万 | 1,800股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.68% | 0.67% | $128.7万 | 5,437股 | $126.7万 | 5,537股 | -100股-1.81% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.68% | 0.72% | $127.9万 | 2.2万股 | $136.9万 | 2.2万股 | -200股-0.90% | 减仓 |
 美国电力AEP |
| 0.64% | 0.67% | $120.4万 | 8,800股 | $126.8万 | 9,250股 | -450股-4.86% | 减仓 |
 家得宝HD |
| 0.63% | 0.57% | $119.3万 | 3,384股 | $108.0万 | 3,424股 | -40股-1.17% | 减仓 |
 德州仪器TXN |
| 0.59% | 0.56% | $111.3万 | 3,735股 | $105.0万 | 3,735股 | 00.00% | 持仓不变 |
 AMERICAN WTR WKS NEWAWK |
| 0.57% | 0.54% | $107.2万 | 8,150股 | $102.7万 | 8,150股 | 00.00% | 持仓不变 |
 哈特福德·INSURANCEHIG |
| 0.54% | 0.55% | $102.4万 | 7,725股 | $103.8万 | 7,735股 | -10股-0.13% | 减仓 |
| KKINIKSA PHARMACEUTICALS INTLKNSA |
| 0.54% | 0.5% | $102.3万 | 1.6万股 | $93.6万 | 1.7万股 | -500股-3.03% | 减仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 0.54% | 0.54% | $102.0万 | 1.2万股 | $102.9万 | 1.2万股 | -133股-1.07% | 减仓 |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.52% | 0.6% | $97.4万 | 2.0万股 | $113.4万 | 1.9万股 | +400股+2.09% | 加仓 |
 TOROTTC |
| 0.52% | 0.5% | $97.3万 | 9,983股 | $93.9万 | 9,983股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.48% | — | $90.5万 | 1,212股 | $0 | 0股 | +1,212股 | 新买入 |
| DDirexion股票ETF信托FAS |
| 0.47% | 0.42% | $88.3万 | 6,000股 | $80.1万 | 6,000股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.45% | 0.37% | $84.6万 | 705股 | $69.7万 | 705股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.44% | 0.44% | $82.5万 | 1,619股 | $82.4万 | 1,619股 | 00.00% | 持仓不变 |
 斯味可SJM |
| 0.43% | 0.37% | $81.4万 | 7,235股 | $70.1万 | 7,250股 | -15股-0.21% | 减仓 |
 诺华NVS |
| 0.43% | 0.39% | $80.2万 | 5,120股 | $74.5万 | 5,120股 | 00.00% | 持仓不变 |
| S道富XLI |
| 0.42% | 0.42% | $80.0万 | 4,320股 | $78.8万 | 4,570股 | -250股-5.47% | 减仓 |
| CCRHCRH |
| 0.42% | 0.01% | $80.0万 | 7,475股 | $1.4万 | 125股 | +7,350股+5,880.00% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.41% | 0.4% | $77.6万 | 4,894股 | $74.7万 | 5,144股 | -250股-4.86% | 减仓 |
| AASTRONICSATRO |
| 0.39% | 0.35% | $74.4万 | 9,150股 | $65.3万 | 8,850股 | +300股+3.39% | 加仓 |
 慧与HPEHPE |
| 0.37% | 0.21% | $70.6万 | 1.6万股 | $39.4万 | 1.3万股 | +2,550股+19.47% | 加仓 |
| F富达Covington信托FDVV |
| 0.37% | 0.36% | $68.8万 | 1.1万股 | $68.3万 | 1.2万股 | -200股-1.72% | 减仓 |
