 英伟达NVDA |
| 9.16% | 9.66% | $4,591.8万 | 24.6万股 | $4,593.8万 | 24.6万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 4.46% | 4.47% | $2,234.2万 | 9.7万股 | $2,125.3万 | 9.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 4.4% | 4.34% | $2,206.7万 | 8.1万股 | $2,066.8万 | 8.1万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 3.86% | 3.14% | $1,934.1万 | 7.3万股 | $1,493.3万 | 6.3万股 | +1.0万股+15.87% | 加仓 |
 微软MSFT |
| 3.31% | 3.73% | $1,658.9万 | 3.4万股 | $1,776.7万 | 3.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.96% | 3.47% | $1,485.2万 | 2.3万股 | $1,652.4万 | 2.3万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.88% | 2.36% | $1,445.2万 | 4.6万股 | $1,121.7万 | 4.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2.66% | 2.8% | $1,332.0万 | 2.7万股 | $1,332.3万 | 2.7万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 2.49% | 1.64% | $1,248.9万 | 5.8万股 | $781.7万 | 4.8万股 | +1.0万股+20.70% | 加仓 |
 GE航空GE |
| 2.35% | 2.42% | $1,179.8万 | 3.8万股 | $1,152.2万 | 3.8万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 2.27% | 2.34% | $1,137.3万 | 3.5万股 | $1,113.3万 | 3.5万股 | 00.00% | 持仓不变 |
 ShopifySHOP |
| 2.25% | 2.19% | $1,126.8万 | 7.0万股 | $1,040.3万 | 7.0万股 | 00.00% | 持仓不变 |
 SYNCHRONY FINANCIAL COMSYF |
| 2.2% | 1.97% | $1,101.9万 | 13.2万股 | $938.4万 | 13.2万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.94% | 1.59% | $974.7万 | 3.1万股 | $757.0万 | 3.1万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 1.64% | 1.55% | $820.6万 | 8.8万股 | $738.1万 | 8.8万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.49% | 1.47% | $746.9万 | 6.2万股 | $699.8万 | 6.2万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.46% | 1.42% | $730.3万 | 6.6万股 | $675.6万 | 6.6万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.45% | 2.2% | $726.0万 | 3.7万股 | $1,047.6万 | 3.7万股 | 00.00% | 持仓不变 |
| C花旗集团C |
| 1.43% | 1.31% | $717.3万 | 6.1万股 | $623.9万 | 6.1万股 | 00.00% | 持仓不变 |
 西方石油OXY |
| 1.41% | 1.7% | $704.9万 | 17.1万股 | $810.0万 | 17.1万股 | 00.00% | 持仓不变 |
 高盛GS |
| 1.4% | 1.34% | $703.2万 | 8,000股 | $637.1万 | 8,000股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.35% | 1.41% | $675.3万 | 1.2万股 | $672.8万 | 1.2万股 | 00.00% | 持仓不变 |
 景顺IVZ |
| 1.34% | 1.23% | $670.9万 | 25.5万股 | $585.9万 | 25.5万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.27% | 1.36% | $637.5万 | 2.8万股 | $646.0万 | 2.8万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.25% | 1.24% | $625.8万 | 9,575股 | $588.8万 | 9,575股 | 00.00% | 持仓不变 |
 VisaV |
| 1.22% | 1.25% | $609.4万 | 1.7万股 | $593.1万 | 1.7万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.19% | 1.13% | $598.1万 | 2.9万股 | $535.9万 | 2.9万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 1.13% | 0.7% | $565.1万 | 2.0万股 | $331.3万 | 2.0万股 | 00.00% | 持仓不变 |
 PITNEY BOWESPBI |
| 1.08% | 1.23% | $540.2万 | 51.1万股 | $583.1万 | 51.1万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 1.06% | 1% | $532.6万 | 3.0万股 | $476.9万 | 3.0万股 | 00.00% | 持仓不变 |
 福特F |
| 0.9% | 0.87% | $452.8万 | 34.5万股 | $412.8万 | 34.5万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.89% | 0.78% | $446.8万 | 7,800股 | $372.2万 | 7,800股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.89% | 0.81% | $445.4万 | 1.4万股 | $384.0万 | 1.4万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.86% | 0.98% | $432.5万 | 5,016股 | $464.3万 | 5,016股 | 00.00% | 持仓不变 |
 FIRST HORIZONFHN |
| 0.86% | 0.86% | $430.4万 | 18.0万股 | $407.2万 | 18.0万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.83% | 0.88% | $414.2万 | 3.6万股 | $416.9万 | 3.6万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.81% | 0.77% | $406.9万 | 1.1万股 | $365.4万 | 1.1万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 0.8% | 0.79% | $399.4万 | 2.6万股 | $375.8万 | 2.6万股 | 00.00% | 持仓不变 |
 康菲石油COP |
| 0.77% | 0.82% | $386.4万 | 4.1万股 | $390.5万 | 4.1万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.74% | 0.81% | $369.5万 | 1.5万股 | $385.0万 | 1.5万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.7% | 0.71% | $352.5万 | 1.2万股 | $335.8万 | 1.2万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.67% | 0.72% | $338.4万 | 2.2万股 | $344.7万 | 2.2万股 | 00.00% | 持仓不变 |
 富兰克林资源BEN |
| 0.67% | 0.68% | $335.6万 | 14.0万股 | $324.9万 | 14.0万股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.61% | 0.63% | $305.0万 | 6,782股 | $301.6万 | 6,782股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.58% | 0.73% | $290.4万 | 5,000股 | $349.0万 | 5,000股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.57% | 0.62% | $287.2万 | 1.4万股 | $296.2万 | 1.4万股 | 00.00% | 持仓不变 |
 CienaCIEN |
| 0.57% | 0.38% | $286.6万 | 1.2万股 | $178.5万 | 1.2万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.55% | 0.6% | $277.7万 | 11.2万股 | $284.2万 | 11.2万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.55% | 0.62% | $275.1万 | 1.4万股 | $296.8万 | 1.4万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.55% | 0.57% | $274.7万 | 5,900股 | $269.8万 | 5,900股 | 00.00% | 持仓不变 |
