 苹果AAPL |
| 8.57% | 8.57% | $4,128.6万 | 14.3万股 | $3,695.6万 | 14.6万股 | -2,934股-2.01% | 减仓 |
 谷歌AGOOGL |
| 5.23% | 4.65% | $2,522.2万 | 7.1万股 | $2,006.8万 | 7.0万股 | +789股+1.13% | 加仓 |
 亚马逊AMZN |
| 3.64% | 3.53% | $1,756.3万 | 7.4万股 | $1,521.4万 | 7.3万股 | +640股+0.88% | 加仓 |
| SSPDR行业精选信托XLK |
| 3.08% | 2.01% | $1,486.1万 | 7.8万股 | $866.0万 | 6.5万股 | +1.3万股+19.71% | 加仓 |
 微软MSFT |
| 2.98% | 3.27% | $1,435.5万 | 3.8万股 | $1,410.6万 | 3.8万股 | +377股+0.99% | 加仓 |
 英伟达NVDA |
| 2.83% | 2.75% | $1,365.5万 | 6.8万股 | $1,187.7万 | 6.8万股 | +139股+0.20% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.74% | 2.66% | $1,320.4万 | 1.8万股 | $1,147.0万 | 1.8万股 | +45股+0.26% | 加仓 |
 强生JNJ |
| 2.36% | 2.63% | $1,136.4万 | 4.5万股 | $1,134.4万 | 4.6万股 | -1,662股-3.58% | 减仓 |
 AMD超威AMD |
| 2.19% | 0.85% | $1,057.5万 | 1.8万股 | $368.4万 | 1.8万股 | +96股+0.53% | 加仓 |
 联合包裹UPSUPS |
| 2.14% | 2.16% | $1,029.9万 | 9.6万股 | $930.8万 | 9.5万股 | +1,183股+1.25% | 加仓 |
 HALLIBURTON COMHAL |
| 1.96% | 2.51% | $946.1万 | 27.9万股 | $1,082.8万 | 27.8万股 | +961股+0.35% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.95% | 2.02% | $939.7万 | 5.9万股 | $871.2万 | 5.9万股 | -196股-0.33% | 减仓 |
 威瑞森VZ |
| 1.88% | 2.81% | $905.5万 | 21.4万股 | $1,210.8万 | 24.1万股 | -2.7万股-11.34% | 减仓 |
 百事可乐PEP |
| 1.77% | 2.28% | $853.9万 | 6.3万股 | $982.4万 | 6.3万股 | -198股-0.31% | 减仓 |
 斯味可SJM |
| 1.66% | 1.57% | $799.0万 | 7.1万股 | $675.0万 | 7.0万股 | +1,027股+1.47% | 加仓 |
 帕兰提尔PLTR |
| 1.62% | 1.39% | $781.0万 | 6.7万股 | $599.0万 | 4.1万股 | +2.6万股+63.48% | 加仓 |
 美盛MOS |
| 1.57% | 2.13% | $757.2万 | 35.7万股 | $919.7万 | 36.1万股 | -3,329股-0.92% | 减仓 |
 联合太平洋铁路UNP |
| 1.54% | 1.54% | $744.1万 | 2.7万股 | $662.4万 | 2.7万股 | +56股+0.21% | 加仓 |
 雪佛龙CVX |
| 1.52% | 2.09% | $730.9万 | 4.4万股 | $902.1万 | 4.4万股 | +494股+1.13% | 加仓 |
 家得宝HD |
| 1.51% | 1.55% | $728.1万 | 2.1万股 | $666.2万 | 2.0万股 | +390股+1.93% | 加仓 |
 雷神技术RTX |
| 1.4% | 1.58% | $672.3万 | 3.5万股 | $680.2万 | 3.5万股 | +176股+0.50% | 加仓 |
 VertivVRT |
| 1.36% | 1.13% | $655.6万 | 2.0万股 | $486.9万 | 1.9万股 | +150股+0.77% | 加仓 |
| SSPDR SER TR S&PXSD |
| 1.36% | — | $655.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 默沙东MRK |
| 1.35% | 1.42% | $650.7万 | 5.1万股 | $610.3万 | 5.1万股 | -95股-0.19% | 减仓 |
| S道富XLI |
| 1.33% | 1.3% | $641.0万 | 3.5万股 | $562.4万 | 3.5万股 | -172股-0.49% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 1.31% | — | $630.6万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
 好市多COST |
| 1.27% | 1.48% | $612.8万 | 6,550股 | $638.8万 | 6,410股 | +140股+2.18% | 加仓 |
| T泰森食品TSN |
| 1.26% | 1.61% | $606.2万 | 10.6万股 | $694.7万 | 10.8万股 | -2,539股-2.34% | 减仓 |
 艾伯维ABBV |
| 1.22% | 1.17% | $590.3万 | 2.3万股 | $506.6万 | 2.3万股 | +165股+0.71% | 加仓 |
 博通AVGO |
| 1.18% | 1.07% | $570.4万 | 1.5万股 | $460.4万 | 1.5万股 | +222股+1.49% | 加仓 |
 联邦快递FDX |
| 1.17% | 1.47% | $565.2万 | 1.8万股 | $634.8万 | 1.8万股 | +228股+1.28% | 加仓 |
 CSX铁路CSX |
| 1.16% | 1.11% | $557.6万 | 11.7万股 | $479.7万 | 11.7万股 | +450股+0.39% | 加仓 |
 AMGEN COMAMGN |
| 1.13% | 1.22% | $545.2万 | 1.5万股 | $527.5万 | 1.5万股 | +63股+0.42% | 加仓 |
| IIBMIBM |
| 1.11% | — | $536.6万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 百时美施贵宝BMY |
| 1.05% | 1.22% | $506.8万 | 8.8万股 | $527.6万 | 8.7万股 | +975股+1.12% | 加仓 |
| IiShares安硕信托IVV |
| 1% | 1.03% | $482.7万 | 6,446股 | $442.2万 | 6,769股 | -323股-4.77% | 减仓 |
| V先锋领航指数基金VOO |
| 0.94% | 0.95% | $453.2万 | 6,598股 | $410.6万 | 6,871股 | -273股-3.97% | 减仓 |
 空气化工APD |
| 0.91% | 1.01% | $440.5万 | 1.5万股 | $433.4万 | 1.5万股 | +105股+0.70% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.89% | 1.93% | $431.0万 | 5.6万股 | $831.1万 | 11.4万股 | -5.8万股-50.66% | 减仓 |
 欧特克ADSK |
| 0.83% | — | $400.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 美光科技MU |
| 0.78% | 0.23% | $375.9万 | 3,256股 | $99.4万 | 2,942股 | +314股+10.67% | 加仓 |
 SMURFIT WESTROCK SHSSW |
| 0.75% | 0.72% | $360.3万 | 7.8万股 | $311.5万 | 7.8万股 | -295股-0.38% | 减仓 |
| SSpaceXSPCX |
| 0.68% | — | $325.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 史丹利百得SWK |
| 0.67% | 0.56% | $323.1万 | 3.4万股 | $241.7万 | 3.4万股 | +305股+0.90% | 加仓 |
| Q高通QCOM |
| 0.66% | 0.6% | $316.0万 | 1.7万股 | $258.9万 | 2.0万股 | -2,998股-14.92% | 减仓 |
| IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR |
| 0.63% | 0.78% | $302.5万 | 6.0万股 | $336.7万 | 6.6万股 | -6,519股-9.84% | 减仓 |
| F第一信托交易所交易基金VIDAUG |
| 0.6% | 0.62% | $289.3万 | 6.2万股 | $269.1万 | 6.2万股 | -35股-0.06% | 减仓 |
| IiShares安硕信托TIP |
| 0.59% | 1.19% | $285.8万 | 2.6万股 | $511.4万 | 4.6万股 | -2.0万股-43.63% | 减仓 |
 霍尼韦尔HON |
| 0.59% | 1.32% | $284.0万 | 1.3万股 | $567.2万 | 2.5万股 | -1.2万股-49.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.62% | $282.8万 | 5,651股 | $267.3万 | 5,577股 | +74股+1.33% | 加仓 |
