 GE VernovaGEV |
| 4.1% | 3.88% | $1,326.3万 | 1.1万股 | $1,016.9万 | 1.2万股 | -361股-3.10% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 3.81% | 2.98% | $1,233.9万 | 1.5万股 | $782.7万 | 1.9万股 | -4,517股-23.51% | 减仓 |
 英伟达NVDA |
| 3.65% | 4.34% | $1,180.4万 | 5.9万股 | $1,137.7万 | 6.5万股 | -6,241股-9.57% | 减仓 |
 卡特彼勒CAT |
| 2.53% | 2.07% | $817.7万 | 7,679股 | $543.3万 | 7,669股 | +10股+0.13% | 加仓 |
 博通AVGO |
| 2.38% | 2.66% | $771.3万 | 2.0万股 | $697.7万 | 2.3万股 | -2,124股-9.42% | 减仓 |
 美光科技MU |
| 2.29% | 0.84% | $742.6万 | 6,433股 | $221.0万 | 6,542股 | -109股-1.67% | 减仓 |
 帕兰提尔PLTR |
| 2.18% | 3.38% | $705.1万 | 6.0万股 | $885.3万 | 6.1万股 | -85股-0.14% | 减仓 |
 Arista网络ANET |
| 2.08% | 1.84% | $672.2万 | 4.0万股 | $483.6万 | 3.9万股 | +185股+0.47% | 加仓 |
 VertivVRT |
| 2.08% | 1.9% | $671.8万 | 2.0万股 | $499.5万 | 2.0万股 | +132股+0.66% | 加仓 |
 天弘CLS |
| 1.99% | 1.92% | $644.8万 | 1.8万股 | $503.7万 | 1.8万股 | -207股-1.16% | 减仓 |
 WEST BANCORPORATION INC CAP STKWTBA |
| 1.85% | 2.23% | $598.5万 | 22.6万股 | $584.8万 | 24.6万股 | -2.0万股-8.23% | 减仓 |
 台积电TSM |
| 1.73% | 1.51% | $558.6万 | 1.2万股 | $395.1万 | 1.2万股 | +6股+0.05% | 加仓 |
 NEBIUSNBIS |
| 1.65% | 0.74% | $533.8万 | 1.9万股 | $195.2万 | 1.9万股 | +520股+2.76% | 加仓 |
 AMD超威AMD |
| 1.64% | 0.7% | $532.1万 | 9,160股 | $182.6万 | 8,978股 | +182股+2.03% | 加仓 |
 礼来LLY |
| 1.47% | 1.39% | $477.1万 | 3,978股 | $365.7万 | 3,976股 | +2股+0.05% | 加仓 |
 亚马逊AMZN |
| 1.4% | 1.5% | $452.7万 | 1.9万股 | $393.8万 | 1.9万股 | +86股+0.45% | 加仓 |
 沃尔玛WMT |
| 1.35% | 1.83% | $438.7万 | 3.9万股 | $479.4万 | 3.9万股 | +160股+0.41% | 加仓 |
 伊顿ETN |
| 1.34% | 1.37% | $433.7万 | 1.0万股 | $358.5万 | 1.0万股 | +156股+1.56% | 加仓 |
 阿斯麦ASML |
| 1.31% | 1.06% | $423.0万 | 2,126股 | $278.8万 | 2,111股 | +15股+0.71% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.26% | 0.53% | $408.7万 | 1.5万股 | $140.2万 | 1.5万股 | +95股+0.64% | 加仓 |
 PALO ALTOPANW |
| 1.18% | 0.69% | $383.2万 | 1.1万股 | $180.1万 | 1.1万股 | 00.00% | 持仓不变 |
 西部数据WDC |
| 1.17% | 0.6% | $378.5万 | 5,926股 | $156.6万 | 5,790股 | +136股+2.35% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.17% | 1.46% | $378.1万 | 7,557股 | $381.8万 | 7,967股 | -410股-5.15% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.17% | 1.17% | $377.9万 | 1.1万股 | $305.5万 | 1.1万股 | +45股+0.42% | 加仓 |
 江森自控JCI |
| 1.06% | 1.15% | $341.6万 | 2.3万股 | $301.7万 | 2.3万股 | +340股+1.48% | 加仓 |
 微软MSFT |
| 1.05% | 1.29% | $340.1万 | 9,117股 | $337.7万 | 9,124股 | -7股-0.08% | 减仓 |
| IiShares安硕信托IVV |
| 1.02% | 1.09% | $329.0万 | 4,393股 | $287.0万 | 4,393股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.98% | 1.09% | $317.9万 | 9,712股 | $285.7万 | 9,712股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.97% | 1.09% | $313.7万 | 3,207股 | $287.1万 | 3,207股 | 00.00% | 持仓不变 |
 慧与HPEHPE |
| 0.97% | 0.62% | $312.9万 | 6.9万股 | $161.4万 | 6.8万股 | +1,550股+2.29% | 加仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.94% | 0.9% | $305.5万 | 7,755股 | $235.5万 | 7,503股 | +252股+3.36% | 加仓 |
| TTERADYNETER |
| 0.94% | — | $304.8万 | 6,300股 | $0 | 0股 | +6,300股 | 新买入 |
| IiShares安硕IEMG |
| 0.88% | 0.9% | $285.1万 | 3.4万股 | $237.0万 | 3.4万股 | +445股+1.31% | 加仓 |
 希捷STX |
| 0.88% | — | $284.9万 | 2,952股 | $0 | 0股 | +2,952股 | 新买入 |
 QUANTA SVCSPWR |
| 0.87% | 0.77% | $280.5万 | 3,895股 | $201.3万 | 3,666股 | +229股+6.25% | 加仓 |
| B纽约梅隆银行BK |
| 0.84% | 0.85% | $273.4万 | 1.9万股 | $223.6万 | 1.9万股 | +57股+0.30% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 0.84% | 0.86% | $272.7万 | 9,076股 | $225.1万 | 9,076股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.84% | 0.91% | $270.7万 | 9,354股 | $237.4万 | 9,354股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.8% | 0.87% | $257.9万 | 3.6万股 | $229.4万 | 3.6万股 | +399股+1.11% | 加仓 |
 好市多COST |
| 0.79% | 1.04% | $257.3万 | 2,751股 | $271.5万 | 2,725股 | +26股+0.95% | 加仓 |
 迪尔DE |
| 0.79% | 0.87% | $256.7万 | 4,046股 | $229.0万 | 4,066股 | -20股-0.49% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.75% | 0.88% | $242.3万 | 9,302股 | $229.8万 | 9,302股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 0.74% | 0.71% | $239.4万 | 1.0万股 | $187.3万 | 1.0万股 | 00.00% | 持仓不变 |
| PPrincipal Spectrum Preferred Securities Active Etf Pref Sc AcPREF |
| 0.72% | 0.89% | $234.1万 | 12.3万股 | $232.5万 | 12.4万股 | -715股-0.58% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.67% | 0.75% | $218.3万 | 2.6万股 | $195.7万 | 2.5万股 | +150股+0.59% | 加仓 |
| OOKLOOKLO |
| 0.66% | 0.77% | $213.0万 | 4.1万股 | $201.1万 | 4.1万股 | +160股+0.39% | 加仓 |
| IiShares安硕信托IXUS |
| 0.65% | 0.72% | $209.3万 | 2.2万股 | $190.0万 | 2.2万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.64% | 0.7% | $208.0万 | 1.9万股 | $183.3万 | 1.9万股 | 00.00% | 持仓不变 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.63% | 0.67% | $205.4万 | 9,285股 | $177.0万 | 9,335股 | -50股-0.54% | 减仓 |
 家得宝HD |
| 0.62% | 0.72% | $201.6万 | 5,717股 | $187.6万 | 5,705股 | +12股+0.21% | 加仓 |
