 苹果AAPL |
| 15% | 14.86% | $8,078.9万 | 27.9万股 | $7,234.7万 | 28.5万股 | -5,866股-2.06% | 减仓 |
 谷歌AGOOGL |
| 13.01% | 11.63% | $7,009.9万 | 19.6万股 | $5,659.4万 | 19.7万股 | -654股-0.33% | 减仓 |
 好市多COST |
| 9.53% | 11.19% | $5,135.8万 | 5.5万股 | $5,446.1万 | 5.5万股 | +245股+0.45% | 加仓 |
 亚马逊AMZN |
| 9.35% | 9.29% | $5,034.7万 | 21.1万股 | $4,523.6万 | 21.7万股 | -5,958股-2.74% | 减仓 |
 英伟达NVDA |
| 9.22% | 8.85% | $4,965.5万 | 24.8万股 | $4,308.3万 | 24.7万股 | +1,128股+0.46% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.47% | 4.93% | $2,944.7万 | 8.3万股 | $2,399.8万 | 8.4万股 | -314股-0.38% | 减仓 |
 微软MSFT |
| 2.54% | 2.76% | $1,370.7万 | 3.7万股 | $1,343.8万 | 3.6万股 | +445股+1.23% | 加仓 |
 博通AVGO |
| 1.83% | 1.66% | $988.1万 | 2.6万股 | $809.3万 | 2.6万股 | +11股+0.04% | 加仓 |
 沃尔玛WMT |
| 1.28% | 1.57% | $688.8万 | 6.1万股 | $761.9万 | 6.1万股 | -488股-0.80% | 减仓 |
 NETFLIXNFLX |
| 1.26% | 1.92% | $680.7万 | 9.5万股 | $935.5万 | 9.7万股 | -1,954股-2.01% | 减仓 |
 PALO ALTOPANW |
| 1.25% | 0.7% | $672.6万 | 2.0万股 | $340.2万 | 2.1万股 | -1,496股-7.05% | 减仓 |
 AMD超威AMD |
| 1.23% | 0.48% | $661.1万 | 1.1万股 | $232.0万 | 1.1万股 | -25股-0.22% | 减仓 |
 摩根大通JPM |
| 1.22% | 1.21% | $658.0万 | 2.0万股 | $590.4万 | 2.0万股 | +31股+0.15% | 加仓 |
| DDeckersSGVT |
| 1.16% | 1.36% | $625.5万 | 6.3万股 | $660.9万 | 6.6万股 | -3,034股-4.60% | 减仓 |
 卡特彼勒CAT |
| 1.09% | 0.81% | $587.1万 | 5,513股 | $395.7万 | 5,585股 | -72股-1.29% | 减仓 |
 帕兰提尔PLTR |
| 1.04% | 1.43% | $562.5万 | 4.8万股 | $696.0万 | 4.8万股 | +633股+1.33% | 加仓 |
 VisaV |
| 0.93% | 0.95% | $501.1万 | 1.5万股 | $463.4万 | 1.5万股 | -725股-4.73% | 减仓 |
 GE VernovaGEV |
| 0.86% | 0.7% | $461.7万 | 3,929股 | $341.1万 | 3,907股 | +22股+0.56% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.8% | 1.18% | $433.1万 | 8,503股 | $574.2万 | 8,416股 | +87股+1.03% | 加仓 |
 联合健康UNH |
| 0.74% | 0.68% | $399.8万 | 9,618股 | $328.6万 | 1.2万股 | -2,528股-20.81% | 减仓 |
 洛克希德马丁LMT |
| 0.73% | 0.94% | $391.8万 | 7,691股 | $460.0万 | 7,611股 | +80股+1.05% | 加仓 |
 史赛克SYK |
| 0.69% | 0.86% | $373.7万 | 1.2万股 | $419.3万 | 1.3万股 | -891股-6.98% | 减仓 |
| C花旗集团C |
| 0.61% | 0.55% | $328.7万 | 2.3万股 | $265.9万 | 2.3万股 | +43股+0.18% | 加仓 |
 家得宝HD |
| 0.5% | 0.51% | $271.6万 | 7,701股 | $246.2万 | 7,486股 | +215股+2.87% | 加仓 |
 星巴克SBUX |
| 0.47% | 0.46% | $250.7万 | 2.5万股 | $223.4万 | 2.5万股 | -396股-1.59% | 减仓 |
 GE航空GE |
| 0.46% | 0.39% | $249.0万 | 6,662股 | $189.0万 | 6,661股 | +1股+0.02% | 加仓 |
 台积电TSM |
| 0.45% | 0.33% | $242.4万 | 5,076股 | $159.6万 | 4,723股 | +353股+7.47% | 加仓 |
 通用动力GD |
| 0.44% | 0.47% | $236.4万 | 6,674股 | $229.1万 | 6,674股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.44% | 0.42% | $236.2万 | 4.1万股 | $205.3万 | 4.2万股 | -645股-1.53% | 减仓 |
 CloudflareNET |
| 0.43% | 0.52% | $230.5万 | 9,397股 | $254.0万 | 1.2万股 | -2,913股-23.66% | 减仓 |
 特斯拉TSLA |
| 0.42% | 0.28% | $227.2万 | 5,402股 | $138.2万 | 3,717股 | +1,685股+45.33% | 加仓 |
 L3哈里斯LHX |
| 0.42% | 0.53% | $223.9万 | 7,705股 | $256.3万 | 7,427股 | +278股+3.74% | 加仓 |
 赛富时CRM |
| 0.41% | 0.6% | $220.2万 | 1.4万股 | $291.6万 | 1.6万股 | -1,565股-10.02% | 减仓 |
 礼来LLY |
| 0.4% | 0.34% | $217.3万 | 1,811股 | $166.5万 | 1,811股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.38% | 0.41% | $204.5万 | 5,648股 | $201.0万 | 5,713股 | -65股-1.14% | 减仓 |
 英特尔INTC |
| 0.38% | 0.12% | $203.2万 | 1.5万股 | $60.3万 | 1.4万股 | +896股+6.56% | 加仓 |
 伊顿ETN |
| 0.37% | 0.35% | $200.0万 | 4,693股 | $168.2万 | 4,703股 | -10股-0.21% | 减仓 |
 ILLINOIS TOOLITW |
| 0.37% | 0.41% | $197.9万 | 7,317股 | $199.5万 | 7,666股 | -349股-4.55% | 减仓 |
 麦当劳MCD |
| 0.36% | 0.45% | $191.5万 | 7,085股 | $219.4万 | 7,059股 | +26股+0.37% | 加仓 |
 美光科技MU |
| 0.36% | 0.11% | $191.4万 | 1,658股 | $54.7万 | 1,618股 | +40股+2.47% | 加仓 |
 CINCINNATI FINL COMCINF |
| 0.35% | 0.33% | $189.1万 | 1.0万股 | $161.7万 | 1.0万股 | -60股-0.58% | 减仓 |
 STARWOOD PPTY TRSTWD |
| 0.34% | 0.4% | $184.5万 | 11.3万股 | $194.0万 | 11.3万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.34% | 0.26% | $181.5万 | 9,824股 | $125.6万 | 9,751股 | +73股+0.75% | 加仓 |
 艾伯维ABBV |
| 0.33% | 0.31% | $176.8万 | 7,024股 | $152.2万 | 7,000股 | +24股+0.34% | 加仓 |
 黑石集团BX |
| 0.31% | 0.33% | $168.6万 | 1.4万股 | $160.1万 | 1.4万股 | +405股+2.91% | 加仓 |
 星座能源CEG |
| 0.3% | 0.34% | $161.6万 | 6,508股 | $166.8万 | 5,973股 | +535股+8.96% | 加仓 |
 Meta平台META |
| 0.3% | 0.33% | $160.0万 | 2,840股 | $163.0万 | 2,849股 | -9股-0.32% | 减仓 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.29% | 0.31% | $158.9万 | 1.6万股 | $148.9万 | 1.3万股 | +2,939股+23.11% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.28% | 0.29% | $152.1万 | 8,405股 | $138.8万 | 8,396股 | +9股+0.11% | 加仓 |
 万事达MA |
| 0.28% | 0.3% | $150.0万 | 2,920股 | $145.8万 | 2,918股 | +2股+0.07% | 加仓 |
