 英伟达NVDA |
| 4.72% | 5.31% | $3.68亿 | 184.0万股 | $3.77亿 | 216.0万股 | -32.0万股-14.83% | 减仓 |
 微软MSFT |
| 4.22% | 4.94% | $3.29亿 | 88.2万股 | $3.50亿 | 94.6万股 | -6.3万股-6.70% | 减仓 |
 台积电TSM |
| 3.6% | 3.51% | $2.81亿 | 58.9万股 | $2.49亿 | 73.6万股 | -14.8万股-20.07% | 减仓 |
 亚马逊AMZN |
| 3.13% | 3.73% | $2.44亿 | 101.7万股 | $2.64亿 | 127.0万股 | -25.2万股-19.87% | 减仓 |
 万事达MA |
| 2.92% | 3.22% | $2.28亿 | 44.3万股 | $2.28亿 | 45.7万股 | -1.4万股-3.09% | 减仓 |
 谷歌AGOOGL |
| 2.88% | 2.74% | $2.25亿 | 62.8万股 | $1.95亿 | 67.7万股 | -4.8万股-7.16% | 减仓 |
 VisaV |
| 2.71% | 2.72% | $2.11亿 | 61.6万股 | $1.93亿 | 63.9万股 | -2.4万股-3.69% | 减仓 |
| V先锋领航斯科茨代尔基金VGIT |
| 2.54% | 0.58% | $1.98亿 | 335.2万股 | $4,124.8万 | 69.3万股 | +265.9万股+383.93% | 加仓 |
 Meta平台META |
| 2.52% | 2.96% | $1.96亿 | 34.9万股 | $2.10亿 | 36.7万股 | -1.9万股-5.04% | 减仓 |
 联合包裹UPSUPS |
| 2.47% | 2.57% | $1.92亿 | 178.0万股 | $1.82亿 | 185.3万股 | -7.2万股-3.91% | 减仓 |
 应用材料AMAT |
| 2.38% | 1.64% | $1.86亿 | 25.7万股 | $1.16亿 | 34.0万股 | -8.3万股-24.38% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 2.23% | — | $1.74亿 | 222.1万股 | $0 | 0股 | +222.1万股 | 新买入 |
| V先锋领航斯科茨代尔基金VGLT |
| 2.2% | 0.51% | $1.72亿 | 308.0万股 | $3,602.3万 | 65.1万股 | +242.9万股+373.40% | 加仓 |
| TTENET HEALTHCARETHC |
| 2.16% | — | $1.69亿 | 90.2万股 | $0 | 0股 | +90.2万股 | 新买入 |
 NubankNU |
| 2.16% | 2.16% | $1.69亿 | 1,263.1万股 | $1.53亿 | 1,066.7万股 | +196.4万股+18.41% | 加仓 |
 阿斯麦ASML |
| 2.08% | 1.62% | $1.62亿 | 8.1万股 | $1.15亿 | 8.7万股 | -5,557股-6.39% | 减仓 |
 泛林集团LRCX |
| 2.01% | 1.14% | $1.57亿 | 36.2万股 | $8,076.3万 | 37.8万股 | -1.6万股-4.15% | 减仓 |
 MOLINA HEALTHCAREMOH |
| 1.95% | 1.03% | $1.52亿 | 66.4万股 | $7,310.2万 | 54.5万股 | +11.8万股+21.68% | 加仓 |
 TJXTJX |
| 1.92% | 1.61% | $1.50亿 | 98.9万股 | $1.14亿 | 71.5万股 | +27.4万股+38.29% | 加仓 |
 Elevance健康ELV |
| 1.83% | 1.96% | $1.43亿 | 36.7万股 | $1.39亿 | 47.5万股 | -10.8万股-22.71% | 减仓 |
 联合健康UNH |
| 1.49% | 0.99% | $1.16亿 | 27.7万股 | $7,030.6万 | 26.0万股 | +1.7万股+6.49% | 加仓 |
 AMETEK COMAME |
| 1.48% | — | $1.15亿 | 47.7万股 | $0 | 0股 | +47.7万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.47% | 1.37% | $1.14亿 | 16.6万股 | $9,696.7万 | 16.2万股 | +4,136股+2.55% | 加仓 |
 HEICOHEI |
| 1.45% | 1.05% | $1.13亿 | 43.9万股 | $7,469.9万 | 35.4万股 | +8.5万股+23.93% | 加仓 |
 COOPER COSCOO |
| 1.38% | 1.46% | $1.08亿 | 150.5万股 | $1.03亿 | 144.4万股 | +6.1万股+4.25% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.29% | 1.45% | $1.01亿 | 21.8万股 | $1.03亿 | 21.2万股 | +6,283股+2.96% | 加仓 |
 ServiceNowNOW |
| 1.28% | 1.31% | $9,966.1万 | 99.7万股 | $9,292.4万 | 88.5万股 | +11.2万股+12.61% | 加仓 |
 贝莱德·INC COMBLK |
| 1.26% | 1.46% | $9,836.2万 | 10.2万股 | $1.03亿 | 10.7万股 | -5,098股-4.75% | 减仓 |
| CCBRE CL ACBRE |
| 1.26% | 1.41% | $9,812.1万 | 72.1万股 | $1.00亿 | 74.0万股 | -1.9万股-2.59% | 减仓 |
 MERCADOLIBRE COMMELI |
| 1.18% | 1.48% | $9,223.4万 | 5.4万股 | $1.05亿 | 6.1万股 | -6,271股-10.35% | 减仓 |
 GRAPHIC PACKAGINGGPK |
| 1.13% | 1.19% | $8,809.4万 | 827.2万股 | $8,430.8万 | 848.2万股 | -21.0万股-2.47% | 减仓 |
| S道富SPTI |
| 1% | 0.92% | $7,820.3万 | 274.7万股 | $6,560.0万 | 228.9万股 | +45.8万股+20.01% | 加仓 |
 WEST FRASER TIMBERWFG |
| 0.95% | 1.35% | $7,391.0万 | 109.1万股 | $9,548.5万 | 146.2万股 | -37.1万股-25.37% | 减仓 |
 安费诺APH |
| 0.95% | 0.85% | $7,380.5万 | 41.9万股 | $5,997.6万 | 47.5万股 | -5.6万股-11.82% | 减仓 |
| RROLLINS COMROL |
| 0.81% | 1.13% | $6,312.6万 | 149.3万股 | $8,046.7万 | 150.7万股 | -1.4万股-0.90% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.8% | 1.45% | $6,261.2万 | 16.7万股 | $1.03亿 | 37.0万股 | -20.3万股-54.90% | 减仓 |
| IiShares安硕信托GVI |
| 0.7% | 0.74% | $5,473.0万 | 50.8万股 | $5,230.4万 | 49.3万股 | +1.5万股+3.12% | 加仓 |
| SSANOFI SPONSORED ADRSNY |
| 0.68% | 0.81% | $5,310.0万 | 122.3万股 | $5,754.2万 | 119.4万股 | +2.8万股+2.37% | 加仓 |
 WEYERHAEUSERWY |
| 0.67% | 1.44% | $5,259.0万 | 213.6万股 | $1.02亿 | 417.4万股 | -203.8万股-48.82% | 减仓 |
 穆迪MCO |
| 0.66% | 0.75% | $5,168.0万 | 11.4万股 | $5,307.9万 | 12.2万股 | -7,568股-6.22% | 减仓 |
 BOOKING COMBKNG |
| 0.66% | 0.75% | $5,158.1万 | 28.3万股 | $5,346.3万 | 1.3万股 | +27.0万股+2,126.91% | 加仓 |
| N纳斯达克NDAQ |
| 0.65% | 0.81% | $5,067.9万 | 64.3万股 | $5,768.8万 | 68.0万股 | -3.7万股-5.38% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.64% | 0.42% | $5,018.7万 | 23.6万股 | $3,003.8万 | 15.7万股 | +7.9万股+50.51% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.6% | 0.6% | $4,706.1万 | 66.1万股 | $4,276.5万 | 66.7万股 | -6,862股-1.03% | 减仓 |
| V先锋领航·TOTALBND |
| 0.59% | 0.56% | $4,626.8万 | 62.8万股 | $3,962.1万 | 53.8万股 | +9.0万股+16.67% | 加仓 |
| S道富SPIB |
| 0.53% | 0.3% | $4,097.8万 | 122.5万股 | $2,107.6万 | 62.8万股 | +59.6万股+94.90% | 加仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 0.5% | 0.47% | $3,934.5万 | 83.7万股 | $3,327.6万 | 70.9万股 | +12.8万股+18.09% | 加仓 |
| G通用动力VTI |
| 0.48% | 0.4% | $3,766.5万 | 10.2万股 | $2,829.1万 | 8.8万股 | +1.4万股+15.42% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.45% | 0.38% | $3,544.6万 | 59.4万股 | $2,727.4万 | 50.5万股 | +8.9万股+17.69% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.44% | 0.45% | $3,452.3万 | 68.2万股 | $3,201.0万 | 64.2万股 | +4.0万股+6.25% | 加仓 |
