 苹果AAPL |
| 13.2% | 13.56% | $4,117.0万 | 14.2万股 | $3,557.2万 | 14.0万股 | +2,117股+1.51% | 加仓 |
 礼来LLY |
| 8.36% | 7.63% | $2,607.1万 | 2.2万股 | $2,003.1万 | 2.2万股 | -41股-0.19% | 减仓 |
| V先锋领航指数基金VOO |
| 8.13% | 5.91% | $2,536.5万 | 3.7万股 | $1,551.9万 | 2.6万股 | +1.1万股+42.20% | 加仓 |
 微软MSFT |
| 7.34% | 9.01% | $2,290.0万 | 6.1万股 | $2,363.5万 | 6.4万股 | -2,459股-3.85% | 减仓 |
 VisaV |
| 4.69% | 5.04% | $1,463.5万 | 4.3万股 | $1,322.3万 | 4.4万股 | -1,093股-2.50% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 3.59% | — | $1,121.2万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 好市多COST |
| 3.48% | 4.38% | $1,084.6万 | 1.2万股 | $1,148.8万 | 1.2万股 | +65股+0.56% | 加仓 |
 家得宝HD |
| 3.12% | 3.65% | $974.2万 | 2.8万股 | $958.0万 | 2.9万股 | -1,503股-5.16% | 减仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.07% | 3.21% | $956.8万 | 28.3万股 | $841.5万 | 28.9万股 | -6,142股-2.13% | 减仓 |
 MCKESSON COMMCK |
| 2.74% | 4.35% | $856.3万 | 1.1万股 | $1,142.5万 | 1.3万股 | -1,871股-14.17% | 减仓 |
 英伟达NVDA |
| 2.71% | 2.59% | $845.7万 | 4.2万股 | $678.4万 | 3.9万股 | +3,367股+8.66% | 加仓 |
 TJXTJX |
| 2.5% | 3.03% | $778.4万 | 5.1万股 | $795.5万 | 5.0万股 | +1,568股+3.15% | 加仓 |
 亚马逊AMZN |
| 2.38% | 2.3% | $741.8万 | 3.1万股 | $603.8万 | 2.9万股 | +2,131股+7.35% | 加仓 |
 摩根大通JPM |
| 2.32% | 2.49% | $723.8万 | 2.2万股 | $654.6万 | 2.2万股 | -138股-0.62% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.29% | 1.77% | $714.3万 | 9,566股 | $464.7万 | 7,145股 | +2,421股+33.88% | 加仓 |
 万事达MA |
| 2.15% | 2.51% | $671.8万 | 1.3万股 | $658.8万 | 1.3万股 | -105股-0.80% | 减仓 |
| IiShares安硕信托MTUM |
| 1.67% | — | $521.4万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| S嘉信·USSCHX |
| 1.57% | 1.46% | $490.3万 | 16.7万股 | $383.9万 | 15.0万股 | +1.7万股+11.29% | 加仓 |
 谷歌AGOOGL |
| 1.48% | 1.3% | $460.2万 | 1.3万股 | $341.3万 | 1.2万股 | +1,010股+8.51% | 加仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 0.98% | 1.11% | $305.4万 | 10.5万股 | $290.3万 | 11.6万股 | -1.0万股-8.81% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.97% | 0.95% | $303.0万 | 8,576股 | $250.4万 | 8,730股 | -154股-1.76% | 减仓 |
| IiShares安硕信托IVV |
| 0.89% | 0.37% | $276.1万 | 3,686股 | $97.4万 | 1,491股 | +2,195股+147.22% | 加仓 |
| V先锋领航全球基金VGT |
| 0.85% | 0.67% | $266.6万 | 2.2万股 | $177.1万 | 2,538股 | +2.0万股+778.80% | 加仓 |
 博通AVGO |
| 0.84% | 0.72% | $261.1万 | 6,912股 | $188.8万 | 6,100股 | +812股+13.31% | 加仓 |
 康宁GLW |
| 0.8% | 0.43% | $249.9万 | 9,784股 | $112.4万 | 8,265股 | +1,519股+18.38% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.75% | 1.28% | $233.3万 | 4,581股 | $335.0万 | 4,911股 | -330股-6.72% | 减仓 |
| S嘉信策略信托SCHD |
| 0.73% | 2.04% | $229.1万 | 7.2万股 | $536.5万 | 17.5万股 | -10.3万股-58.69% | 减仓 |
 强生JNJ |
| 0.73% | 0.93% | $227.3万 | 8,948股 | $244.5万 | 1.0万股 | -1,054股-10.54% | 减仓 |
 ADPADP |
| 0.71% | 0.8% | $221.0万 | 9,869股 | $210.3万 | 1.0万股 | -481股-4.65% | 减仓 |
 CencoraCOR |
| 0.71% | 1.42% | $220.4万 | 7,789股 | $371.4万 | 1.2万股 | -4,033股-34.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.68% | 0.83% | $213.6万 | 4,269股 | $219.0万 | 4,570股 | -301股-6.59% | 减仓 |
 ROSS STORES COMROST |
| 0.59% | 0.63% | $183.9万 | 8,639股 | $164.5万 | 7,593股 | +1,046股+13.78% | 加仓 |
 金佰利KMB |
| 0.56% | 0.59% | $175.6万 | 1.6万股 | $154.2万 | 1.6万股 | +8股+0.05% | 加仓 |
| I景顺交易所交易基金IISPMO |
| 0.52% | 0.43% | $162.0万 | 1.0万股 | $112.4万 | 1.0万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.48% | 0.29% | $148.5万 | 1,394股 | $75.1万 | 1,060股 | +334股+31.51% | 加仓 |
 美光科技MU |
| 0.4% | — | $125.0万 | 1,083股 | $0 | 0股 | +1,083股 | 新买入 |
 帕兰提尔PLTR |
| 0.36% | 0.62% | $113.2万 | 9,704股 | $161.7万 | 1.1万股 | -1,350股-12.21% | 减仓 |
 麦当劳MCD |
| 0.35% | 0.49% | $109.5万 | 4,052股 | $128.4万 | 4,133股 | -81股-1.96% | 减仓 |
 GE VernovaGEV |
| 0.33% | 0.21% | $103.2万 | 878股 | $54.0万 | 618股 | +260股+42.07% | 加仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 0.31% | 0.16% | $96.7万 | 3,192股 | $41.6万 | 1,750股 | +1,442股+82.40% | 加仓 |
 雅培ABT |
| 0.3% | 0.51% | $94.3万 | 1.0万股 | $134.8万 | 1.3万股 | -2,730股-20.80% | 减仓 |
 万豪MAR |
| 0.3% | 0.3% | $92.1万 | 2,484股 | $79.7万 | 2,436股 | +48股+1.97% | 加仓 |
 可口可乐KO |
| 0.29% | 0.3% | $89.6万 | 1.1万股 | $79.5万 | 1.0万股 | +570股+5.45% | 加仓 |
 埃森哲ACN |
| 0.28% | 0.57% | $88.6万 | 7,121股 | $149.5万 | 7,537股 | -416股-5.52% | 减仓 |
 GE航空GE |
| 0.28% | 0.32% | $86.4万 | 2,313股 | $84.4万 | 2,973股 | -660股-22.20% | 减仓 |
 史赛克SYK |
| 0.27% | 0.56% | $84.7万 | 2,692股 | $146.0万 | 4,444股 | -1,752股-39.42% | 减仓 |
 AMD超威AMD |
| 0.27% | — | $83.5万 | 1,437股 | $0 | 0股 | +1,437股 | 新买入 |
| IiShares安硕·RUSSELLIWF |
| 0.26% | 0.25% | $81.2万 | 6,539股 | $66.1万 | 1,550股 | +4,989股+321.87% | 加仓 |
 应用材料AMAT |
| 0.26% | — | $81.0万 | 1,120股 | $0 | 0股 | +1,120股 | 新买入 |
 Meta平台META |
| 0.25% | 0.27% | $78.0万 | 1,384股 | $71.3万 | 1,246股 | +138股+11.08% | 加仓 |
