 台积电TSM |
| 7.57% | 6.35% | $1,722.5万 | 3.6万股 | $1,236.2万 | 3.7万股 | -512股-1.40% | 减仓 |
 礼来LLY |
| 5.05% | 4.57% | $1,147.6万 | 9,568股 | $889.4万 | 9,670股 | -102股-1.05% | 减仓 |
| S道富SPYM |
| 4.93% | 4.87% | $1,120.0万 | 12.7万股 | $949.5万 | 12.4万股 | +3,394股+2.74% | 加仓 |
 英伟达NVDA |
| 4.57% | 4.6% | $1,038.9万 | 5.2万股 | $897.0万 | 5.1万股 | +486股+0.94% | 加仓 |
| V先锋领航指数基金VUG |
| 4.08% | 4% | $927.8万 | 10.8万股 | $779.1万 | 1.8万股 | +9.0万股+503.82% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.99% | 3.79% | $908.3万 | 2.6万股 | $738.9万 | 2.6万股 | -53股-0.21% | 减仓 |
 QUANTA SVCSPWR |
| 3.6% | 3.64% | $818.7万 | 1.1万股 | $709.5万 | 1.3万股 | -1,553股-12.02% | 减仓 |
 亚马逊AMZN |
| 3.11% | 3.17% | $708.2万 | 3.0万股 | $618.4万 | 3.0万股 | +21股+0.07% | 加仓 |
 微软MSFT |
| 2.96% | 3.42% | $673.2万 | 1.8万股 | $666.2万 | 1.8万股 | +50股+0.28% | 加仓 |
 谷歌AGOOGL |
| 2.88% | 2.73% | $655.1万 | 1.8万股 | $531.7万 | 1.8万股 | -158股-0.85% | 减仓 |
 VisaV |
| 2.79% | 2.89% | $634.5万 | 1.8万股 | $562.7万 | 1.9万股 | -125股-0.67% | 减仓 |
| NNOVANVMI |
| 2.7% | 3.18% | $614.4万 | 1.1万股 | $619.1万 | 1.4万股 | -2,940股-20.62% | 减仓 |
 好市多COST |
| 2.65% | 3.34% | $603.5万 | 6,451股 | $651.2万 | 6,535股 | -84股-1.29% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.6% | 2.64% | $591.1万 | 7,915股 | $514.3万 | 7,909股 | +6股+0.08% | 加仓 |
 派克汉尼汾PH |
| 2.33% | 2.5% | $530.1万 | 5,419股 | $487.8万 | 5,449股 | -30股-0.55% | 减仓 |
| GGARMIN SHSGRMN |
| 2.21% | 2.52% | $502.7万 | 2.1万股 | $491.5万 | 2.1万股 | -22股-0.10% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 2.07% | 2.18% | $471.8万 | 2.0万股 | $424.5万 | 2.0万股 | +202股+1.02% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.92% | 2.32% | $437.7万 | 2.4万股 | $451.3万 | 2.7万股 | -3,101股-11.36% | 减仓 |
 LEONARDO DRSDRS |
| 1.73% | 2.09% | $392.3万 | 9.2万股 | $406.8万 | 9.1万股 | +554股+0.61% | 加仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 1.69% | 1.76% | $384.9万 | 1.9万股 | $342.6万 | 2.8万股 | -8,786股-31.55% | 减仓 |
| V先锋领航指数基金VBK |
| 1.6% | 1.55% | $364.3万 | 9,962股 | $301.4万 | 9,973股 | -11股-0.11% | 减仓 |
 伊顿ETN |
| 1.54% | 1.51% | $350.0万 | 8,213股 | $294.0万 | 8,220股 | -7股-0.09% | 减仓 |
 博通AVGO |
| 1.53% | 1.44% | $346.9万 | 9,183股 | $281.2万 | 9,086股 | +97股+1.07% | 加仓 |
 AMD超威AMD |
| 1.5% | 0.7% | $341.8万 | 5,884股 | $136.4万 | 6,705股 | -821股-12.24% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.5% | 1.45% | $341.3万 | 8,592股 | $281.8万 | 8,858股 | -266股-3.00% | 减仓 |
 安费诺APH |
| 1.49% | 1.1% | $339.4万 | 1.9万股 | $214.6万 | 1.7万股 | +2,263股+13.32% | 加仓 |
| V先锋领航全球基金VGT |
| 1.47% | 1.26% | $334.5万 | 2.8万股 | $245.8万 | 3,523股 | +2.4万股+694.44% | 加仓 |
| V先锋领航指数基金VOT |
| 1.44% | 1.41% | $327.0万 | 1.1万股 | $273.9万 | 1.1万股 | +35股+0.33% | 加仓 |
 泛林集团LRCX |
| 1.39% | 0.79% | $315.6万 | 7,284股 | $153.2万 | 7,170股 | +114股+1.59% | 加仓 |
 摩根大通JPM |
| 1.33% | 1.47% | $302.6万 | 9,245股 | $287.0万 | 9,757股 | -512股-5.25% | 减仓 |
 Arm控股ARM |
| 1.3% | 1.37% | $294.8万 | 8,313股 | $267.7万 | 1.8万股 | -9,382股-53.02% | 减仓 |
 高盛GS |
| 1.03% | 0.9% | $233.2万 | 2,306股 | $175.1万 | 2,070股 | +236股+11.40% | 加仓 |
 直觉外科ISRG |
| 1% | 1.34% | $227.2万 | 5,713股 | $261.5万 | 5,672股 | +41股+0.72% | 加仓 |
 家得宝HD |
| 0.98% | 1.22% | $223.7万 | 6,343股 | $236.9万 | 7,204股 | -861股-11.95% | 减仓 |
 SENSIENT TECHNOLOGIESSXT |
| 0.96% | — | $218.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 思科CSCO |
| 0.96% | 0.75% | $217.4万 | 1.9万股 | $145.5万 | 1.9万股 | -244股-1.30% | 减仓 |
 美光科技MU |
| 0.91% | 0.32% | $207.1万 | 1,794股 | $62.4万 | 1,848股 | -54股-2.92% | 减仓 |
| AASE TECHNOLOGYASX |
| 0.87% | — | $198.5万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 麦当劳MCD |
| 0.8% | 1.85% | $180.8万 | 6,690股 | $360.6万 | 1.2万股 | -4,913股-42.34% | 减仓 |
 United TherapeuticsUTHR |
| 0.72% | 0.83% | $162.9万 | 3,006股 | $162.1万 | 2,733股 | +273股+9.99% | 加仓 |
 沃尔玛WMT |
| 0.59% | 0.73% | $133.8万 | 1.2万股 | $141.8万 | 1.1万股 | +411股+3.60% | 加仓 |
| B百度BIDU |
| 0.58% | 0.66% | $131.9万 | 1.2万股 | $128.1万 | 1.1万股 | +42股+0.37% | 加仓 |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.56% | — | $127.7万 | 5,779股 | $0 | 0股 | +5,779股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.54% | — | $122.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 艾伯维ABBV |
| 0.52% | 0.66% | $117.3万 | 4,660股 | $128.3万 | 5,901股 | -1,241股-21.03% | 减仓 |
 甲骨文ORCL |
| 0.52% | 0.61% | $117.2万 | 7,999股 | $119.4万 | 8,116股 | -117股-1.44% | 减仓 |
 NETFLIXNFLX |
| 0.51% | 0.8% | $115.4万 | 1.6万股 | $155.6万 | 1.6万股 | -30股-0.19% | 减仓 |
 联合太平洋铁路UNP |
| 0.5% | 0.56% | $114.2万 | 4,197股 | $109.9万 | 4,530股 | -333股-7.35% | 减仓 |
| V先锋领航指数基金VOO |
| 0.36% | 0.37% | $82.6万 | 1,203股 | $71.5万 | 1,196股 | +7股+0.59% | 加仓 |
 CARRIER GLOBALCARR |
| 0.33% | 0.33% | $74.7万 | 1.0万股 | $64.9万 | 1.2万股 | -1,342股-11.65% | 减仓 |
