 苹果AAPL |
| 8.54% | 7.02% | $2,096.0万 | 9.7万股 | $1,653.3万 | 9.6万股 | +287股+0.30% | 加仓 |
 Arista网络ANET |
| 5.2% | 4.46% | $1,276.2万 | 3.6万股 | $1,050.8万 | 3.6万股 | -459股-1.27% | 减仓 |
 应用材料AMAT |
| 4.32% | 3.91% | $1,060.5万 | 4.5万股 | $921.3万 | 4.5万股 | -5股-0.01% | 减仓 |
 Meta平台META |
| 4.26% | 4.24% | $1,045.9万 | 2.1万股 | $999.9万 | 2.1万股 | +132股+0.64% | 加仓 |
 泛林集团LRCX |
| 3.79% | 3.62% | $930.1万 | 8,769股 | $852.6万 | 8,776股 | -7股-0.08% | 减仓 |
 FICOFICO |
| 3.41% | 2.96% | $836.0万 | 5,586股 | $696.7万 | 5,575股 | +11股+0.20% | 加仓 |
 谷歌AGOOGL |
| 2.87% | 2.41% | $705.3万 | 3.9万股 | $567.5万 | 3.8万股 | +942股+2.51% | 加仓 |
 ADOBE COMADBE |
| 2.62% | 2.41% | $642.6万 | 1.1万股 | $568.6万 | 1.1万股 | +205股+1.82% | 加仓 |
 迪尔DE |
| 2.41% | 2.8% | $590.5万 | 1.6万股 | $659.2万 | 1.6万股 | +307股+1.91% | 加仓 |
| V先锋领航·FTSEVEA |
| 2.18% | 2.29% | $535.3万 | 10.8万股 | $538.4万 | 10.7万股 | +911股+0.85% | 加仓 |
 实耐宝SNA |
| 2.08% | 2.39% | $509.6万 | 2.0万股 | $563.1万 | 1.9万股 | +828股+4.36% | 加仓 |
 宝洁PG |
| 2.05% | 2.1% | $504.3万 | 3.1万股 | $495.6万 | 3.1万股 | +449股+1.47% | 加仓 |
| EEBAY COMEBAY |
| 2.05% | 2.09% | $502.7万 | 9.5万股 | $491.8万 | 9.3万股 | +2,230股+2.39% | 加仓 |
 微软MSFT |
| 2.04% | 1.92% | $501.7万 | 1.1万股 | $453.1万 | 1.1万股 | +215股+2.00% | 加仓 |
 思科CSCO |
| 1.95% | 2.05% | $479.8万 | 10.1万股 | $483.0万 | 9.7万股 | +4,189股+4.33% | 加仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 1.94% | 2.11% | $476.2万 | 4.3万股 | $497.7万 | 4.0万股 | +2,673股+6.67% | 加仓 |
 GENTEXGNTX |
| 1.84% | 1.95% | $450.8万 | 13.4万股 | $458.8万 | 12.7万股 | +7,111股+5.60% | 加仓 |
 PAYCHEX COMPAYX |
| 1.83% | 1.95% | $448.4万 | 3.8万股 | $460.2万 | 3.7万股 | +853股+2.28% | 加仓 |
| V先锋领航·TOTALBND |
| 1.77% | 2% | $435.5万 | 6.1万股 | $471.3万 | 6.5万股 | -3,952股-6.09% | 减仓 |
 COHEN & STEERSCNS |
| 1.72% | 1.91% | $422.9万 | 6.0万股 | $450.4万 | 5.9万股 | +1,080股+1.84% | 加仓 |
 PRICE T ROWE COMTROW |
| 1.7% | 1.85% | $417.5万 | 3.7万股 | $436.2万 | 3.6万股 | +896股+2.50% | 加仓 |
 标普全球SPGI |
| 1.7% | 1.66% | $417.4万 | 9,352股 | $390.9万 | 9,188股 | +164股+1.78% | 加仓 |
 穆迪MCO |
| 1.68% | 1.6% | $411.4万 | 9,761股 | $377.2万 | 9,598股 | +163股+1.70% | 加仓 |
| SSEI INVTSSEIC |
| 1.65% | 1.87% | $405.2万 | 6.3万股 | $440.5万 | 6.1万股 | +1,490股+2.43% | 加仓 |
 联合太平洋铁路UNP |
| 1.64% | 1.83% | $401.5万 | 1.8万股 | $432.1万 | 1.8万股 | +284股+1.62% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.55% | 1.59% | $380.7万 | 3.6万股 | $374.9万 | 3.6万股 | +362股+1.01% | 加仓 |
 强生JNJ |
| 1.48% | 1.61% | $363.9万 | 2.5万股 | $379.2万 | 2.4万股 | +876股+3.65% | 加仓 |
| QQualysQLYS |
| 1.45% | 1.69% | $355.2万 | 2.5万股 | $397.5万 | 2.4万股 | +1,144股+4.80% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 1.42% | 1.54% | $348.6万 | 4.7万股 | $362.0万 | 4.5万股 | +1,907股+4.28% | 加仓 |
 艺电EA |
| 1.38% | 1.35% | $339.4万 | 2.5万股 | $318.6万 | 2.4万股 | +695股+2.89% | 加仓 |
 GRACOGGG |
| 1.34% | 1.65% | $330.2万 | 4.2万股 | $388.9万 | 4.2万股 | +810股+1.95% | 加仓 |
 威瑞信VRSN |
| 1.16% | — | $285.1万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 科磊KLAC |
| 1.15% | 1.01% | $283.1万 | 3,420股 | $238.9万 | 3,420股 | 00.00% | 持仓不变 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.01% | 1.22% | $249.0万 | 5.0万股 | $286.4万 | 4.8万股 | +1,593股+3.30% | 加仓 |
| V先锋领航指数基金VOO |
| 0.98% | 0.91% | $239.9万 | 4,786股 | $214.1万 | 4,454股 | +332股+7.45% | 加仓 |
 布鲁克菲尔德BN |
| 0.78% | 0.83% | $192.6万 | 4.7万股 | $195.7万 | 4.7万股 | +306股+0.65% | 加仓 |
| V先锋领航指数基金VUG |
| 0.78% | 0.76% | $191.6万 | 5,086股 | $178.8万 | 5,194股 | -108股-2.08% | 减仓 |
 芝加哥期权交易所CBOE |
| 0.6% | 0.67% | $146.6万 | 8,530股 | $156.7万 | 8,530股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.58% | 0.46% | $142.6万 | 1.1万股 | $109.5万 | 1,212股 | +1.0万股+846.37% | 加仓 |
 百事可乐PEP |
| 0.56% | 0.62% | $137.7万 | 8,455股 | $147.2万 | 8,410股 | +45股+0.54% | 加仓 |
 ServiceNowNOW |
| 0.54% | 0.54% | $131.5万 | 1,667股 | $128.1万 | 1,680股 | -13股-0.77% | 减仓 |
| V先锋领航指数基金VTV |
| 0.53% | 0.57% | $131.3万 | 8,216股 | $134.3万 | 8,248股 | -32股-0.39% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.45% | $128.1万 | 6,941股 | $105.7万 | 6,941股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.49% | 0.46% | $119.5万 | 1.2万股 | $108.2万 | 1.2万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.48% | 0.49% | $118.7万 | 1.2万股 | $115.6万 | 1.2万股 | 00.00% | 持仓不变 |
| V先锋领航市政债券基金VTEB |
| 0.48% | 0.5% | $116.6万 | 2.3万股 | $118.2万 | 2.3万股 | 00.00% | 持仓不变 |
 ZOETIS CL AZTS |
| 0.45% | 0.46% | $110.7万 | 6,417股 | $108.6万 | 6,417股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.44% | 0.44% | $108.8万 | 2,200股 | $103.9万 | 2,100股 | +100股+4.76% | 加仓 |
 麦当劳MCD |
| 0.44% | 0.51% | $107.3万 | 4,294股 | $121.1万 | 4,294股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 0.43% | 0.5% | $106.3万 | 3.2万股 | $117.5万 | 3.2万股 | -57股-0.18% | 减仓 |
