| OOMADA HEALTH INC COMOMDA |
| 10% | 6.78% | $7,561.0万 | 344.5万股 | $4,329.9万 | 344.5万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.83% | 6.12% | $4,408.1万 | 22.0万股 | $3,914.4万 | 22.4万股 | -4,142股-1.85% | 减仓 |
 苹果AAPL |
| 5.24% | 5.47% | $3,965.5万 | 13.7万股 | $3,496.6万 | 13.8万股 | -733股-0.53% | 减仓 |
| IiShares安硕信托ITOT |
| 4.12% | 4.68% | $3,112.3万 | 18.9万股 | $2,989.4万 | 21.0万股 | -2.0万股-9.73% | 减仓 |
 微软MSFT |
| 3.44% | 4.07% | $2,599.9万 | 7.0万股 | $2,598.3万 | 7.0万股 | -493股-0.70% | 减仓 |
 亚马逊AMZN |
| 2.89% | 2.98% | $2,185.3万 | 9.2万股 | $1,905.3万 | 9.1万股 | +206股+0.23% | 加仓 |
 谷歌AGOOGL |
| 2.61% | 2.49% | $1,971.1万 | 5.5万股 | $1,592.5万 | 5.5万股 | -224股-0.40% | 减仓 |
 博通AVGO |
| 2.19% | 2.12% | $1,654.0万 | 4.4万股 | $1,357.7万 | 4.4万股 | -81股-0.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.1% | 2.04% | $1,585.4万 | 4.5万股 | $1,301.2万 | 4.5万股 | -488股-1.08% | 减仓 |
 美光科技MU |
| 1.63% | 0.56% | $1,230.6万 | 1.1万股 | $360.2万 | 1.1万股 | -1股-0.01% | 减仓 |
 Meta平台META |
| 1.55% | 1.86% | $1,170.3万 | 2.1万股 | $1,190.4万 | 2.1万股 | -30股-0.14% | 减仓 |
 特斯拉TSLA |
| 1.53% | 1.57% | $1,154.5万 | 2.7万股 | $1,000.4万 | 2.7万股 | +541股+2.01% | 加仓 |
 礼来LLY |
| 1.2% | 1.1% | $905.6万 | 7,550股 | $702.8万 | 7,641股 | -91股-1.19% | 减仓 |
 AMD超威AMD |
| 1.18% | 0.49% | $892.6万 | 1.5万股 | $312.7万 | 1.5万股 | -10股-0.07% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.12% | 1.27% | $847.3万 | 1.7万股 | $810.7万 | 1.7万股 | +15股+0.09% | 加仓 |
 摩根大通JPM |
| 1.1% | 1.19% | $828.2万 | 2.5万股 | $761.7万 | 2.6万股 | -593股-2.29% | 减仓 |
 强生JNJ |
| 0.76% | 0.88% | $578.3万 | 2.3万股 | $560.9万 | 2.3万股 | -175股-0.76% | 减仓 |
 英特尔INTC |
| 0.76% | 0.29% | $578.2万 | 4.1万股 | $186.3万 | 4.2万股 | -788股-1.87% | 减仓 |
 应用材料AMAT |
| 0.71% | 0.4% | $540.5万 | 7,476股 | $258.4万 | 7,560股 | -84股-1.11% | 减仓 |
 埃克森美孚XOM |
| 0.71% | 1.07% | $537.6万 | 3.9万股 | $683.0万 | 4.0万股 | -938股-2.33% | 减仓 |
 VisaV |
| 0.71% | 0.76% | $536.0万 | 1.6万股 | $484.8万 | 1.6万股 | -416股-2.59% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.69% | 0.63% | $522.4万 | 2.5万股 | $400.0万 | 2.5万股 | +413股+1.66% | 加仓 |
 泛林集团LRCX |
| 0.67% | 0.4% | $509.9万 | 1.2万股 | $255.5万 | 1.2万股 | -193股-1.61% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.81% | $470.8万 | 4.2万股 | $516.1万 | 4.2万股 | +37股+0.09% | 加仓 |
 卡特彼勒CAT |
| 0.61% | 0.49% | $459.6万 | 4,316股 | $313.1万 | 4,419股 | -103股-2.33% | 减仓 |
 思科CSCO |
| 0.58% | 0.46% | $438.0万 | 3.7万股 | $294.8万 | 3.8万股 | -701股-1.85% | 减仓 |
 艾伯维ABBV |
| 0.56% | 0.57% | $422.0万 | 1.7万股 | $367.0万 | 1.7万股 | -105股-0.62% | 减仓 |
 好市多COST |
| 0.52% | 0.66% | $392.2万 | 4,193股 | $421.7万 | 4,232股 | -39股-0.92% | 减仓 |
 万事达MA |
| 0.52% | 0.6% | $391.8万 | 7,628股 | $386.0万 | 7,725股 | -97股-1.26% | 减仓 |
 科磊KLAC |
| 0.49% | 0.29% | $372.7万 | 1.2万股 | $185.2万 | 1,258股 | +1.1万股+882.03% | 加仓 |
 GE航空GE |
| 0.48% | 0.44% | $363.4万 | 9,724股 | $281.9万 | 9,932股 | -208股-2.09% | 减仓 |
| BBANK OF AMERBAC |
| 0.47% | 0.48% | $356.2万 | 6.3万股 | $306.7万 | 6.3万股 | -387股-0.62% | 减仓 |
 联合健康UNH |
| 0.47% | 0.37% | $355.7万 | 8,559股 | $234.4万 | 8,665股 | -106股-1.22% | 减仓 |
 家得宝HD |
| 0.44% | 0.49% | $330.0万 | 9,357股 | $311.6万 | 9,476股 | -119股-1.26% | 减仓 |
 宝洁PG |
| 0.43% | 0.5% | $322.7万 | 2.2万股 | $322.6万 | 2.2万股 | -332股-1.49% | 减仓 |
| SSANDISK COMSNDK |
| 0.41% | 0.14% | $312.9万 | 1,376股 | $86.6万 | 1,363股 | +13股+0.95% | 加仓 |
 默沙东MRK |
| 0.4% | 0.45% | $301.6万 | 2.3万股 | $284.8万 | 2.4万股 | -203股-0.86% | 减仓 |
 GE VernovaGEV |
| 0.4% | 0.35% | $299.8万 | 2,552股 | $225.1万 | 2,579股 | -27股-1.05% | 减仓 |
 可口可乐KO |
| 0.39% | 0.44% | $298.4万 | 3.7万股 | $283.9万 | 3.7万股 | -617股-1.65% | 减仓 |
 雪佛龙CVX |
| 0.38% | 0.58% | $289.6万 | 1.7万股 | $370.5万 | 1.8万股 | -437股-2.44% | 减仓 |
 瑞银UBS |
| 0.38% | 0.34% | $284.7万 | 5.7万股 | $215.3万 | 5.6万股 | +1,153股+2.05% | 加仓 |
 NETFLIXNFLX |
| 0.38% | 0.61% | $283.6万 | 4.0万股 | $388.4万 | 4.0万股 | -673股-1.67% | 减仓 |
 高盛GS |
| 0.37% | 0.37% | $276.9万 | 2,738股 | $237.4万 | 2,807股 | -69股-2.46% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.35% | 0.38% | $266.6万 | 1.5万股 | $245.7万 | 1.5万股 | -121股-0.81% | 减仓 |
 PALO ALTOPANW |
| 0.34% | 0.19% | $260.3万 | 7,634股 | $122.4万 | 7,634股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.34% | 0.26% | $255.6万 | 8,574股 | $167.9万 | 8,648股 | -74股-0.86% | 减仓 |
 ShopifySHOP |
| 0.34% | 0.4% | $253.4万 | 2.2万股 | $258.1万 | 2.2万股 | +378股+1.73% | 加仓 |
| IIBMIBM |
| 0.33% | 0.34% | $249.1万 | 8,857股 | $215.0万 | 8,868股 | -11股-0.12% | 减仓 |
 迈威尔MRVL |
| 0.32% | 0.13% | $244.4万 | 8,206股 | $80.4万 | 8,122股 | +84股+1.03% | 加仓 |
 帕兰提尔PLTR |
| 0.32% | 0.48% | $243.3万 | 2.1万股 | $306.8万 | 2.1万股 | -115股-0.55% | 减仓 |
