 英伟达NVDA |
| 15.06% | 14.7% | $5,208.6万 | 23.9万股 | $4,345.6万 | 24.9万股 | -9,685股-3.89% | 减仓 |
 苹果AAPL |
| 10.8% | 11.05% | $3,733.9万 | 12.2万股 | $3,267.7万 | 12.9万股 | -6,296股-4.89% | 减仓 |
 博通AVGO |
| 5.63% | 5.17% | $1,945.7万 | 4.7万股 | $1,528.3万 | 4.9万股 | -2,616股-5.30% | 减仓 |
 微软MSFT |
| 3.8% | 3.4% | $1,312.7万 | 2.6万股 | $1,004.5万 | 2.7万股 | -1,080股-3.98% | 减仓 |
 台积电TSM |
| 2.95% | 2.99% | $1,020.7万 | 2.4万股 | $883.1万 | 2.6万股 | -1,875股-7.20% | 减仓 |
 飞塔FTNT |
| 2.86% | 1.79% | $989.4万 | 6.1万股 | $529.8万 | 6.5万股 | -3,720股-5.74% | 减仓 |
 阿斯麦ASML |
| 2.34% | 2.18% | $808.5万 | 4,493股 | $645.4万 | 4,886股 | -393股-8.04% | 减仓 |
| AABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSABBNY |
| 2.18% | 2.16% | $753.9万 | 7.4万股 | $639.8万 | 7.8万股 | -4,190股-5.35% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.09% | 0.97% | $721.5万 | 1.6万股 | $288.1万 | 1.8万股 | -1,190股-6.78% | 减仓 |
 康宁GLW |
| 1.9% | 2.05% | $656.8万 | 4.1万股 | $605.3万 | 4.5万股 | -3,255股-7.31% | 减仓 |
 艾伯维ABBV |
| 1.75% | 1.85% | $605.4万 | 2.4万股 | $548.2万 | 2.5万股 | -997股-3.96% | 减仓 |
 SPROUTS FMRS MKTSFM |
| 1.49% | 1.67% | $513.7万 | 6.1万股 | $492.5万 | 6.4万股 | -2,985股-4.68% | 减仓 |
 TJXTJX |
| 1.43% | 1.74% | $492.9万 | 3.2万股 | $514.1万 | 3.2万股 | -544股-1.69% | 减仓 |
 好市多COST |
| 1.42% | 1.83% | $491.7万 | 5,207股 | $540.6万 | 5,425股 | -218股-4.02% | 减仓 |
 MEDPACEMEDP |
| 1.33% | 1.28% | $459.0万 | 7,581股 | $377.6万 | 7,863股 | -282股-3.59% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.33% | 1.32% | $458.5万 | 1.2万股 | $389.2万 | 1.2万股 | -336股-2.75% | 减仓 |
 多佛DOV |
| 1.2% | 1.44% | $415.0万 | 2.0万股 | $424.7万 | 2.0万股 | -465股-2.28% | 减仓 |
 VisaV |
| 1.17% | 1.19% | $405.2万 | 1.1万股 | $352.1万 | 1.2万股 | -480股-4.12% | 减仓 |
 亚马逊AMZN |
| 1.15% | 1.07% | $396.6万 | 1.5万股 | $315.2万 | 1.5万股 | -569股-3.76% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.17% | $387.5万 | 1.1万股 | $346.2万 | 1.2万股 | -770股-6.38% | 减仓 |
 沃尔玛WMT |
| 1.11% | 1.47% | $384.7万 | 3.4万股 | $435.8万 | 3.5万股 | -1,035股-2.96% | 减仓 |
 罗克韦尔自动化ROK |
| 1.08% | 1.08% | $372.5万 | 8,333股 | $318.4万 | 8,871股 | -538股-6.06% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.07% | 1.08% | $370.7万 | 1.1万股 | $319.2万 | 1.1万股 | -518股-4.58% | 减仓 |
 Arista网络ANET |
| 1.06% | 0.78% | $365.3万 | 1.8万股 | $230.1万 | 1.9万股 | -272股-1.45% | 减仓 |
 贝莱德·INC COMBLK |
| 1.05% | 1.08% | $364.5万 | 3,173股 | $320.5万 | 3,333股 | -160股-4.80% | 减仓 |
 美国包装PKG |
| 1.05% | 1.07% | $364.5万 | 1.4万股 | $316.8万 | 1.5万股 | -680股-4.58% | 减仓 |
 AMGEN COMAMGN |
| 1.03% | 1.07% | $357.3万 | 8,625股 | $314.9万 | 8,950股 | -325股-3.63% | 减仓 |
 新思科技SNPS |
| 1% | 1.15% | $347.4万 | 8,454股 | $340.7万 | 8,594股 | -140股-1.63% | 减仓 |
 伊顿ETN |
| 0.97% | 0.89% | $336.5万 | 7,327股 | $263.1万 | 7,357股 | -30股-0.41% | 减仓 |
 EquinixEQIX |
| 0.97% | 1.1% | $336.1万 | 3,256股 | $325.1万 | 3,317股 | -61股-1.84% | 减仓 |
| S嘉信·USSCHX |
| 0.93% | 0.92% | $320.8万 | 10.5万股 | $270.8万 | 10.6万股 | -205股-0.19% | 减仓 |
| T赛默飞世尔TMO |
| 0.92% | 0.88% | $317.3万 | 5,244股 | $260.3万 | 5,290股 | -46股-0.87% | 减仓 |
 摩根大通JPM |
| 0.88% | 0.86% | $302.7万 | 8,362股 | $253.9万 | 8,632股 | -270股-3.13% | 减仓 |
 特灵科技TT |
| 0.86% | 0.86% | $298.9万 | 6,176股 | $254.2万 | 6,100股 | +76股+1.25% | 加仓 |
| I景顺QQQ信托VOO |
| 0.79% | 0.74% | $274.2万 | 3,817股 | $220.2万 | 3,815股 | +2股+0.05% | 加仓 |
 直觉外科ISRG |
| 0.75% | 1% | $259.0万 | 6,455股 | $295.6万 | 6,412股 | +43股+0.67% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.69% | 0.78% | $237.0万 | 1.2万股 | $231.9万 | 1.3万股 | -450股-3.50% | 减仓 |
 DANAHER DEL COMDHR |
| 0.66% | 0.73% | $226.8万 | 1.1万股 | $214.6万 | 1.1万股 | -361股-3.20% | 减仓 |
| MMKSMKSI |
| 0.65% | 0.63% | $225.8万 | 7,670股 | $186.3万 | 8,105股 | -435股-5.37% | 减仓 |
 ILLINOIS TOOLITW |
| 0.58% | 0.61% | $202.2万 | 6,898股 | $180.7万 | 6,898股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 0.57% | 0.54% | $196.0万 | 1.3万股 | $159.4万 | 1.3万股 | -280股-2.13% | 减仓 |
 芝加哥商品交易所CME |
| 0.52% | 0.7% | $179.3万 | 6,913股 | $206.1万 | 6,978股 | -65股-0.93% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.49% | 0.53% | $169.3万 | 8,854股 | $157.2万 | 9,065股 | -211股-2.33% | 减仓 |
 可口可乐KO |
| 0.49% | 0.54% | $169.1万 | 2.0万股 | $159.0万 | 2.1万股 | -1,203股-5.79% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.48% | $163.4万 | 2,121股 | $142.3万 | 2,182股 | -61股-2.80% | 减仓 |
| IiShares安硕信托IXN |
| 0.46% | 0.45% | $158.5万 | 1.1万股 | $133.6万 | 1.3万股 | -2,033股-15.21% | 减仓 |
 LOWES COS COMLOW |
| 0.4% | 0.5% | $138.7万 | 6,270股 | $148.1万 | 6,270股 | 00.00% | 持仓不变 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.4% | 0.41% | $138.3万 | 5,631股 | $122.1万 | 5,677股 | -46股-0.81% | 减仓 |
 强生JNJ |
| 0.37% | 0.42% | $126.5万 | 4,871股 | $123.1万 | 5,035股 | -164股-3.26% | 减仓 |
| IiShares安硕信托IJK |
| 0.34% | 0.36% | $118.3万 | 1.0万股 | $105.5万 | 1.0万股 | -404股-3.85% | 减仓 |
