 谷歌AGOOGL |
| 6.89% | 6.24% | $2.20亿 | 61.6万股 | $1.72亿 | 60.0万股 | +1.6万股+2.66% | 加仓 |
 苹果AAPL |
| 4.58% | 3.97% | $1.46亿 | 50.6万股 | $1.10亿 | 43.2万股 | +7.4万股+17.10% | 加仓 |
 英伟达NVDA |
| 4.09% | 3.25% | $1.31亿 | 65.3万股 | $8,976.0万 | 51.5万股 | +13.8万股+26.79% | 加仓 |
 微软MSFT |
| 4.05% | 3.65% | $1.29亿 | 34.7万股 | $1.01亿 | 27.3万股 | +7.4万股+27.23% | 加仓 |
 AMD超威AMD |
| 4.01% | 0.12% | $1.28亿 | 22.0万股 | $322.5万 | 1.6万股 | +20.4万股+1,288.65% | 加仓 |
| Q高通QCOM |
| 3.73% | 3.72% | $1.19亿 | 64.5万股 | $1.03亿 | 79.8万股 | -15.3万股-19.20% | 减仓 |
 亚马逊AMZN |
| 3.52% | 1.79% | $1.12亿 | 47.2万股 | $4,941.3万 | 23.7万股 | +23.5万股+98.94% | 加仓 |
 Meta平台META |
| 2.78% | 3.07% | $8,874.9万 | 15.8万股 | $8,470.0万 | 14.8万股 | +9,511股+6.42% | 加仓 |
 伊顿ETN |
| 2.72% | 3.56% | $8,672.7万 | 20.4万股 | $9,844.8万 | 27.5万股 | -7.2万股-26.06% | 减仓 |
 博通AVGO |
| 2.67% | 1.65% | $8,518.5万 | 22.6万股 | $4,555.1万 | 14.7万股 | +7.8万股+53.23% | 加仓 |
 辉瑞PFE |
| 2.49% | 3.12% | $7,961.1万 | 330.6万股 | $8,621.4万 | 307.0万股 | +23.6万股+7.68% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 2.41% | 0.7% | $7,707.6万 | 241.1万股 | $1,935.5万 | 57.7万股 | +183.4万股+317.65% | 加仓 |
 好市多COST |
| 2.14% | 4.76% | $6,818.7万 | 7.3万股 | $1.31亿 | 13.2万股 | -5.9万股-44.71% | 减仓 |
 摩根大通JPM |
| 2.04% | 1.75% | $6,510.8万 | 19.9万股 | $4,834.6万 | 16.4万股 | +3.5万股+21.02% | 加仓 |
 VisaV |
| 1.93% | 2.47% | $6,150.0万 | 17.9万股 | $6,830.2万 | 22.6万股 | -4.7万股-20.68% | 减仓 |
 迪士尼DIS |
| 1.9% | 2.2% | $6,068.5万 | 63.0万股 | $6,076.7万 | 63.0万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 1.9% | 2.83% | $6,049.5万 | 8.2万股 | $7,813.7万 | 13.5万股 | -5.3万股-39.32% | 减仓 |
 威瑞森VZ |
| 1.82% | 3.8% | $5,808.3万 | 137.2万股 | $1.05亿 | 208.9万股 | -71.7万股-34.32% | 减仓 |
| BBANK OF AMERBAC |
| 1.75% | 1% | $5,591.7万 | 98.1万股 | $2,759.0万 | 56.6万股 | +41.5万股+73.40% | 加仓 |
 沃尔玛WMT |
| 1.74% | — | $5,556.5万 | 49.1万股 | $0 | 0股 | +49.1万股 | 新买入 |
 百时美施贵宝BMY |
| 1.7% | 2.06% | $5,414.9万 | 94.0万股 | $5,699.6万 | 94.0万股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 1.57% | 1.6% | $4,995.4万 | 55.2万股 | $4,422.2万 | 55.2万股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 1.49% | 2.82% | $4,749.1万 | 66.5万股 | $7,789.8万 | 81.0万股 | -14.5万股-17.90% | 减仓 |
 埃克森美孚XOM |
| 1.42% | — | $4,532.6万 | 33.2万股 | $0 | 0股 | +33.2万股 | 新买入 |
 德州仪器TXN |
| 1.4% | 0.82% | $4,453.2万 | 14.9万股 | $2,275.3万 | 11.7万股 | +3.2万股+27.47% | 加仓 |
 芝加哥商品交易所CME |
| 1.39% | 1.1% | $4,421.8万 | 20.0万股 | $3,028.5万 | 10.3万股 | +9.8万股+95.28% | 加仓 |
 标普全球SPGI |
| 1.37% | 0.73% | $4,377.0万 | 10.7万股 | $2,027.3万 | 4.8万股 | +6.0万股+125.48% | 加仓 |
 宝洁PG |
| 1.34% | 0.9% | $4,284.4万 | 29.2万股 | $2,496.3万 | 17.3万股 | +11.9万股+69.05% | 加仓 |
 BlockXYZ |
| 1.31% | 1.2% | $4,192.3万 | 55.2万股 | $3,326.1万 | 55.3万股 | -1,085股-0.20% | 减仓 |
| V先锋领航指数基金VOO |
| 1.29% | 1.48% | $4,123.1万 | 6.0万股 | $4,089.9万 | 6.8万股 | -8,413股-12.29% | 减仓 |
 纽蒙特NEM |
| 1.27% | 1.2% | $4,062.1万 | 43.5万股 | $3,310.4万 | 30.6万股 | +12.9万股+42.22% | 加仓 |
 VanEck ETF信托SMH |
| 1.27% | 0.51% | $4,058.6万 | 6.2万股 | $1,395.1万 | 3.6万股 | +2.5万股+70.06% | 加仓 |
 美光科技MU |
| 1.11% | 0.15% | $3,530.9万 | 3.1万股 | $410.2万 | 1.2万股 | +1.8万股+151.91% | 加仓 |
 斯伦贝谢SLB |
| 1.07% | 0.22% | $3,424.2万 | 73.7万股 | $616.7万 | 12.0万股 | +61.7万股+513.79% | 加仓 |
 直觉外科ISRG |
| 1.07% | 1.29% | $3,422.5万 | 8.6万股 | $3,571.8万 | 7.7万股 | +8,581股+11.07% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.97% | 1.04% | $3,098.3万 | 19.5万股 | $2,863.0万 | 19.5万股 | 00.00% | 持仓不变 |
| AAPTIVAPTV |
| 0.96% | 1.73% | $3,050.7万 | 49.7万股 | $4,773.7万 | 68.7万股 | -19.0万股-27.70% | 减仓 |
 LENNARLEN |
| 0.93% | 0.02% | $2,968.1万 | 32.8万股 | $44.6万 | 5,131股 | +32.3万股+6,292.52% | 加仓 |
| V先锋领航全球基金VPU |
| 0.92% | 0.76% | $2,943.2万 | 15.0万股 | $2,099.6万 | 10.6万股 | +4.4万股+41.91% | 加仓 |
 迈威尔MRVL |
| 0.9% | 1.4% | $2,869.3万 | 9.6万股 | $3,866.6万 | 39.0万股 | -29.4万股-75.33% | 减仓 |
 康宁GLW |
| 0.89% | — | $2,852.0万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
| VVanEck ETF信托OIH |
| 0.85% | — | $2,723.6万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| IiShares安硕信托VLUE |
| 0.81% | — | $2,577.1万 | 12.9万股 | $0 | 0股 | +12.9万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 0.78% | 0.08% | $2,474.2万 | 6.2万股 | $219.1万 | 6,888股 | +5.5万股+804.43% | 加仓 |
 自由港麦克莫兰FCX |
| 0.77% | 0.11% | $2,463.4万 | 39.2万股 | $290.6万 | 4.9万股 | +34.2万股+692.24% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.75% | — | $2,379.6万 | 12.5万股 | $0 | 0股 | +12.5万股 | 新买入 |
 英特尔INTC |
| 0.74% | 0.63% | $2,361.0万 | 16.9万股 | $1,729.4万 | 39.2万股 | -22.3万股-56.85% | 减仓 |
 CVS健康CVS |
| 0.72% | 1.07% | $2,312.8万 | 22.4万股 | $2,952.2万 | 41.1万股 | -18.7万股-45.61% | 减仓 |
 优步UBER |
| 0.71% | 0.89% | $2,275.4万 | 31.5万股 | $2,455.2万 | 34.1万股 | -2.6万股-7.62% | 减仓 |
| SSPDR行业精选信托XLE |
| 0.71% | 0.26% | $2,274.7万 | 42.8万股 | $721.0万 | 11.8万股 | +31.1万股+263.89% | 加仓 |
