 英伟达NVDA |
| 10.74% | 11.04% | $1.37亿 | 68.5万股 | $1.19亿 | 68.0万股 | +5,103股+0.75% | 加仓 |
 美光科技MU |
| 5.76% | 1.61% | $7,353.4万 | 6.4万股 | $1,731.4万 | 5.1万股 | +1.2万股+24.31% | 加仓 |
 博通AVGO |
| 4.26% | 4.21% | $5,442.5万 | 14.4万股 | $4,526.6万 | 14.6万股 | -2,176股-1.49% | 减仓 |
 苹果AAPL |
| 2.67% | 2.78% | $3,406.1万 | 11.8万股 | $2,985.3万 | 11.8万股 | +80股+0.07% | 加仓 |
 VertivVRT |
| 2.63% | 2.32% | $3,352.0万 | 10.0万股 | $2,493.6万 | 10.0万股 | +602股+0.60% | 加仓 |
 微软MSFT |
| 2.14% | 2.5% | $2,729.2万 | 7.3万股 | $2,681.5万 | 7.2万股 | +725股+1.00% | 加仓 |
 威廉姆斯WMB |
| 2.08% | 2.41% | $2,656.6万 | 35.7万股 | $2,593.1万 | 35.6万股 | +1,075股+0.30% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.9% | 0.04% | $2,428.8万 | 5.6万股 | $48.2万 | 2,936股 | +5.3万股+1,817.37% | 加仓 |
 谷歌AGOOGL |
| 1.87% | 1.77% | $2,391.3万 | 6.7万股 | $1,901.3万 | 6.6万股 | +796股+1.20% | 加仓 |
| AAPPLOVINAPP |
| 1.85% | 1.69% | $2,363.2万 | 4.6万股 | $1,820.2万 | 4.6万股 | +134股+0.29% | 加仓 |
 帕兰提尔PLTR |
| 1.68% | 2.49% | $2,139.6万 | 18.3万股 | $2,670.3万 | 18.3万股 | +842股+0.46% | 加仓 |
| JJACKSON FINANCIALJXN |
| 1.62% | 1.97% | $2,062.0万 | 20.1万股 | $2,111.5万 | 20.0万股 | +1,668股+0.84% | 加仓 |
 亚马逊AMZN |
| 1.55% | 1.6% | $1,972.9万 | 8.3万股 | $1,714.6万 | 8.2万股 | +451股+0.55% | 加仓 |
| RRBB FDTBIL |
| 1.52% | 1.81% | $1,945.6万 | 39.0万股 | $1,948.7万 | 39.1万股 | -616股-0.16% | 减仓 |
 泛林集团LRCX |
| 1.43% | 0.79% | $1,827.6万 | 4.2万股 | $851.6万 | 4.0万股 | +2,319股+5.82% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 1.42% | 1.75% | $1,817.1万 | 56.8万股 | $1,881.8万 | 56.1万股 | +7,139股+1.27% | 加仓 |
 台积电TSM |
| 1.41% | 1.16% | $1,804.1万 | 3.8万股 | $1,241.1万 | 3.7万股 | +1,054股+2.87% | 加仓 |
 联合健康UNH |
| 1.28% | 0.65% | $1,639.6万 | 3.9万股 | $700.5万 | 2.6万股 | +1.4万股+52.37% | 加仓 |
 ONEOKOKE |
| 1.28% | 1.57% | $1,635.3万 | 18.8万股 | $1,691.0万 | 18.7万股 | +1,015股+0.54% | 加仓 |
 艾伯维ABBV |
| 1.25% | 1.68% | $1,596.0万 | 6.3万股 | $1,803.8万 | 8.3万股 | -2.0万股-23.53% | 减仓 |
 ANNALY CAPITAL MANAGEMENT COM NEWNLY |
| 1.21% | 1.32% | $1,545.3万 | 69.1万股 | $1,417.1万 | 67.0万股 | +2.1万股+3.14% | 加仓 |
 礼来LLY |
| 1.15% | 0.69% | $1,464.2万 | 1.2万股 | $744.4万 | 8,093股 | +4,115股+50.85% | 加仓 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 1.12% | 1% | $1,423.8万 | 16.4万股 | $1,071.4万 | 16.0万股 | +3,832股+2.40% | 加仓 |
 威瑞森VZ |
| 1.11% | 1.53% | $1,413.8万 | 33.4万股 | $1,638.1万 | 32.6万股 | +7,603股+2.33% | 加仓 |
 应用材料AMAT |
| 1.07% | 0.09% | $1,370.9万 | 1.9万股 | $98.1万 | 2,871股 | +1.6万股+560.47% | 加仓 |
 默沙东MRK |
| 1.04% | 1.13% | $1,333.2万 | 10.4万股 | $1,216.7万 | 10.1万股 | +2,603股+2.57% | 加仓 |
 Arista网络ANET |
| 1.02% | 0.85% | $1,296.0万 | 7.6万股 | $910.6万 | 7.4万股 | +2,126股+2.87% | 加仓 |
 英特尔INTC |
| 1% | — | $1,274.6万 | 9.1万股 | $0 | 0股 | +9.1万股 | 新买入 |
 壳牌SHEL |
| 1% | 1.39% | $1,273.1万 | 16.4万股 | $1,497.5万 | 16.1万股 | +3,175股+1.97% | 加仓 |
 VisaV |
| 0.97% | 1.01% | $1,240.1万 | 3.6万股 | $1,088.3万 | 3.6万股 | +139股+0.39% | 加仓 |
| AAT&TT |
| 0.97% | 1.58% | $1,233.2万 | 59.6万股 | $1,694.0万 | 58.4万股 | +1.1万股+1.96% | 加仓 |
| SSTONEXSNEX |
| 0.96% | 0.75% | $1,226.2万 | 10.3万股 | $808.8万 | 10.0万股 | +3,184股+3.17% | 加仓 |
 埃克森美孚XOM |
| 0.96% | 1.4% | $1,222.0万 | 8.9万股 | $1,502.6万 | 8.9万股 | +817股+0.92% | 加仓 |
 伍德沃德WWD |
| 0.91% | 0.88% | $1,157.0万 | 2.7万股 | $941.4万 | 2.6万股 | +892股+3.39% | 加仓 |
 AMGEN COMAMGN |
| 0.9% | 1.43% | $1,146.3万 | 3.2万股 | $1,538.8万 | 4.4万股 | -1.2万股-27.62% | 减仓 |
 安费诺APH |
| 0.89% | 0.72% | $1,129.5万 | 6.4万股 | $776.0万 | 6.1万股 | +2,648股+4.31% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 0.85% | 0.84% | $1,091.0万 | 4.1万股 | $905.2万 | 3.9万股 | +1,299股+3.31% | 加仓 |
| KKimco地产KIM |
| 0.84% | 0.84% | $1,071.9万 | 42.3万股 | $906.9万 | 40.4万股 | +1.9万股+4.77% | 加仓 |
 卡特彼勒CAT |
| 0.83% | 0.65% | $1,061.2万 | 9,965股 | $702.6万 | 9,917股 | +48股+0.48% | 加仓 |
 CARETRUST REITCTRE |
| 0.82% | 0.86% | $1,051.1万 | 26.0万股 | $921.4万 | 25.1万股 | +9,098股+3.62% | 加仓 |
 Meta平台META |
| 0.8% | 0.94% | $1,023.4万 | 1.8万股 | $1,011.6万 | 1.8万股 | +487股+2.75% | 加仓 |
 Host酒店HST |
| 0.79% | 0.73% | $1,004.3万 | 42.4万股 | $786.7万 | 41.1万股 | +1.3万股+3.15% | 加仓 |
 Truist金融TFC |
| 0.78% | 0.83% | $989.9万 | 19.9万股 | $890.2万 | 19.4万股 | +5,035股+2.60% | 加仓 |
| I景顺QQQ信托VOO |
| 0.77% | 0.71% | $988.9万 | 1.3万股 | $767.4万 | 1.3万股 | +134股+1.01% | 加仓 |
 SL GREEN RLTYSLG |
| 0.77% | 0.63% | $985.1万 | 19.0万股 | $673.7万 | 18.2万股 | +7,905股+4.33% | 加仓 |
 LAMAR ADVERTISINGLAMR |
| 0.76% | 0.7% | $969.4万 | 6.2万股 | $747.9万 | 5.9万股 | +3,098股+5.25% | 加仓 |
 雪佛龙CVX |
| 0.75% | 1.09% | $954.7万 | 5.8万股 | $1,170.2万 | 5.7万股 | +1,039股+1.84% | 加仓 |
| B纽约梅隆银行BK |
| 0.74% | 0.65% | $939.0万 | 6.5万股 | $700.0万 | 5.9万股 | +5,927股+10.05% | 加仓 |
 辉瑞PFE |
| 0.74% | 0.98% | $938.1万 | 39.0万股 | $1,057.8万 | 37.7万股 | +1.3万股+3.41% | 加仓 |
 AGREE RLTYADC |
| 0.67% | 0.76% | $855.3万 | 11.3万股 | $819.8万 | 10.9万股 | +4,169股+3.83% | 加仓 |
