 苹果AAPL |
| 21.78% | 21.69% | $8,043.1万 | 27.8万股 | $7,069.9万 | 27.9万股 | -610股-0.22% | 减仓 |
 英伟达NVDA |
| 5.39% | 5.1% | $1,989.0万 | 9.9万股 | $1,662.2万 | 9.5万股 | +4,100股+4.30% | 加仓 |
 微软MSFT |
| 2.91% | 3.16% | $1,076.1万 | 2.9万股 | $1,030.8万 | 2.8万股 | +1,000股+3.59% | 加仓 |
 POPULARBPOP |
| 2.67% | 3.31% | $984.7万 | 6.0万股 | $1,078.4万 | 8.0万股 | -2.0万股-24.96% | 减仓 |
 亚马逊AMZN |
| 2.03% | 1.92% | $750.8万 | 3.2万股 | $624.8万 | 3.0万股 | +1,500股+5.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.86% | 1.71% | $687.6万 | 1.9万股 | $558.2万 | 1.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.72% | 1.57% | $635.0万 | 1.8万股 | $511.0万 | 1.8万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.66% | 1.51% | $612.9万 | 1.1万股 | $492.7万 | 8,611股 | +2,270股+26.36% | 加仓 |
 VisaV |
| 1.62% | 1.62% | $596.6万 | 1.7万股 | $528.0万 | 1.7万股 | -80股-0.46% | 减仓 |
 摩根士丹利MS |
| 1.6% | 1.44% | $589.6万 | 2.8万股 | $468.3万 | 2.8万股 | -251股-0.88% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.58% | 1.72% | $584.5万 | 1.2万股 | $559.8万 | 1.2万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.38% | 1.35% | $510.6万 | 2.0万股 | $441.1万 | 2.0万股 | +10股+0.05% | 加仓 |
 博通AVGO |
| 1.25% | 1.11% | $463.1万 | 1.2万股 | $360.6万 | 1.2万股 | +610股+5.24% | 加仓 |
| IIBMIBM |
| 1.22% | 1.16% | $451.4万 | 1.6万股 | $376.9万 | 1.6万股 | +505股+3.25% | 加仓 |
 沃尔玛WMT |
| 1.15% | 1.4% | $424.7万 | 3.8万股 | $457.0万 | 3.7万股 | +800股+2.18% | 加仓 |
 雷神技术RTX |
| 1.14% | 1.21% | $419.3万 | 2.2万股 | $393.3万 | 2.0万股 | +1,713股+8.40% | 加仓 |
 摩根大通JPM |
| 1.12% | 1.14% | $412.0万 | 1.3万股 | $370.1万 | 1.3万股 | +6股+0.05% | 加仓 |
 家得宝HD |
| 1.07% | 1.03% | $395.9万 | 1.1万股 | $336.3万 | 1.0万股 | +1,000股+9.78% | 加仓 |
 默沙东MRK |
| 1.04% | 1.11% | $383.8万 | 3.0万股 | $361.4万 | 3.0万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.98% | 0.86% | $363.4万 | 3,030股 | $278.7万 | 3,030股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.98% | 0.36% | $360.7万 | 3,125股 | $118.3万 | 3,500股 | -375股-10.71% | 减仓 |
 AMGEN COMAMGN |
| 0.95% | 0.96% | $350.4万 | 9,675股 | $312.3万 | 8,875股 | +800股+9.01% | 加仓 |
 AMD超威AMD |
| 0.88% | 0.41% | $325.3万 | 5,600股 | $134.3万 | 6,600股 | -1,000股-15.15% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.87% | 0.86% | $322.6万 | 4,320股 | $281.7万 | 4,320股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.87% | 0.89% | $321.3万 | 9,500股 | $290.5万 | 9,605股 | -105股-1.09% | 减仓 |
 达登饭店DRI |
| 0.86% | 0.93% | $319.3万 | 1.6万股 | $303.9万 | 1.6万股 | 00.00% | 持仓不变 |
 波音BA |
| 0.84% | 0.88% | $311.2万 | 1.4万股 | $286.1万 | 1.4万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.82% | 0.61% | $304.5万 | 7,326股 | $198.2万 | 7,326股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.82% | 0.34% | $301.7万 | 8,073股 | $111.0万 | 3,904股 | +4,169股+106.79% | 加仓 |
 ONDASONDS |
| 0.8% | 1.13% | $295.0万 | 35.8万股 | $368.8万 | 40.8万股 | -5.0万股-12.25% | 减仓 |
 应用材料AMAT |
| 0.76% | 0.28% | $282.0万 | 3,900股 | $92.3万 | 2,700股 | +1,200股+44.44% | 加仓 |
 埃克森美孚XOM |
| 0.71% | 0.99% | $260.5万 | 1.9万股 | $323.2万 | 1.9万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.69% | 0.78% | $253.6万 | 1.7万股 | $254.6万 | 1.7万股 | 00.00% | 持仓不变 |
 再生元REGN |
| 0.68% | 0.91% | $249.4万 | 4,000股 | $296.7万 | 3,840股 | +160股+4.17% | 加仓 |
 思科CSCO |
| 0.65% | 0.49% | $241.2万 | 2.1万股 | $159.3万 | 2.1万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.65% | 0.71% | $238.8万 | 4,650股 | $232.3万 | 4,650股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.65% | 0.63% | $238.6万 | 4.2万股 | $204.1万 | 4.2万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.64% | 0.73% | $236.8万 | 2.5万股 | $237.1万 | 2.5万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.64% | 0.74% | $236.3万 | 8,742股 | $240.6万 | 7,742股 | +1,000股+12.92% | 加仓 |
 福泰制药VRTX |
| 0.64% | 0.65% | $236.2万 | 4,756股 | $212.4万 | 4,756股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.63% | — | $234.0万 | 5,400股 | $0 | 0股 | +5,400股 | 新买入 |
 LOWES COS COMLOW |
| 0.61% | 0.71% | $223.8万 | 1.0万股 | $230.4万 | 9,750股 | +400股+4.10% | 加仓 |
 强生JNJ |
| 0.58% | 0.64% | $213.8万 | 8,418股 | $207.0万 | 8,468股 | -50股-0.59% | 减仓 |
 宝洁PG |
| 0.56% | 0.64% | $208.3万 | 1.4万股 | $207.2万 | 1.4万股 | -135股-0.94% | 减仓 |
 雪佛龙CVX |
| 0.56% | 0.79% | $207.5万 | 1.3万股 | $259.0万 | 1.3万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.53% | 0.64% | $194.3万 | 2,077股 | $207.0万 | 2,077股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.52% | 0.62% | $191.6万 | 3.3万股 | $201.7万 | 3.3万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.52% | — | $191.6万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
 百事可乐PEP |
| 0.51% | 0.66% | $187.9万 | 1.4万股 | $215.4万 | 1.4万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.5% | 0.51% | $185.4万 | 1.1万股 | $166.3万 | 1.1万股 | 00.00% | 持仓不变 |
