 苹果AAPL |
| 8.24% | 8.22% | $1.27亿 | 44.0万股 | $1.12亿 | 44.3万股 | -2,645股-0.60% | 减仓 |
 泛林集团LRCX |
| 6.82% | 3.91% | $1.05亿 | 24.3万股 | $5,344.9万 | 25.0万股 | -7,132股-2.85% | 减仓 |
 谷歌AGOOGL |
| 5.74% | 5.27% | $8,870.9万 | 24.8万股 | $7,212.6万 | 25.1万股 | -2,596股-1.03% | 减仓 |
 QUANTA SVCSPWR |
| 5.2% | 4.82% | $8,034.6万 | 11.2万股 | $6,589.5万 | 12.0万股 | -8,437股-7.03% | 减仓 |
 微软MSFT |
| 3.6% | 4.35% | $5,564.0万 | 14.9万股 | $5,942.3万 | 16.1万股 | -1.1万股-7.08% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.95% | 2.8% | $4,560.6万 | 12.9万股 | $3,824.8万 | 13.3万股 | -4,260股-3.19% | 减仓 |
 强生JNJ |
| 2.76% | 3.04% | $4,271.4万 | 16.8万股 | $4,153.8万 | 17.0万股 | -1,745股-1.03% | 减仓 |
 摩根大通JPM |
| 2.73% | 2.81% | $4,213.7万 | 12.9万股 | $3,837.1万 | 13.0万股 | -1,712股-1.31% | 减仓 |
 VisaV |
| 2.11% | 2.23% | $3,266.6万 | 9.5万股 | $3,048.2万 | 10.1万股 | -5,643股-5.60% | 减仓 |
 埃克森美孚XOM |
| 1.93% | 2.75% | $2,986.4万 | 21.8万股 | $3,759.5万 | 22.2万股 | -3,159股-1.43% | 减仓 |
 GE航空GE |
| 1.87% | 1.6% | $2,893.1万 | 7.7万股 | $2,181.9万 | 7.7万股 | +524股+0.68% | 加仓 |
 亚马逊AMZN |
| 1.86% | 1.86% | $2,866.5万 | 12.0万股 | $2,539.0万 | 12.2万股 | -1,647股-1.35% | 减仓 |
 好市多COST |
| 1.84% | 2.24% | $2,841.1万 | 3.0万股 | $3,058.1万 | 3.1万股 | -320股-1.04% | 减仓 |
| T赛默飞世尔TMO |
| 1.79% | 2.05% | $2,763.3万 | 5.5万股 | $2,806.4万 | 5.7万股 | -1,981股-3.47% | 减仓 |
 英伟达NVDA |
| 1.62% | 1.65% | $2,496.7万 | 12.5万股 | $2,255.8万 | 12.9万股 | -4,570股-3.53% | 减仓 |
 甲骨文ORCL |
| 1.51% | 1.77% | $2,340.6万 | 16.0万股 | $2,413.9万 | 16.4万股 | -4,374股-2.67% | 减仓 |
 艾伯维ABBV |
| 1.45% | 1.7% | $2,236.9万 | 8.9万股 | $2,318.0万 | 10.7万股 | -1.8万股-16.59% | 减仓 |
 美国运通AXP |
| 1.36% | 1.27% | $2,105.4万 | 6.2万股 | $1,741.4万 | 5.8万股 | +4,671股+8.11% | 加仓 |
 礼来LLY |
| 1.34% | 1.4% | $2,066.2万 | 1.7万股 | $1,912.2万 | 2.1万股 | -3,564股-17.14% | 减仓 |
| IIBMIBM |
| 1.31% | 1.35% | $2,026.0万 | 7.2万股 | $1,846.0万 | 7.6万股 | -4,113股-5.40% | 减仓 |
 GE VernovaGEV |
| 1.29% | 1.12% | $1,997.1万 | 1.7万股 | $1,526.5万 | 1.7万股 | -489股-2.80% | 减仓 |
 VertivVRT |
| 1.28% | 1.12% | $1,985.3万 | 5.9万股 | $1,536.9万 | 6.1万股 | -2,036股-3.32% | 减仓 |
 博通AVGO |
| 1.25% | 1.07% | $1,926.8万 | 5.1万股 | $1,468.6万 | 4.7万股 | +3,558股+7.50% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.23% | 1.55% | $1,907.9万 | 3.8万股 | $2,119.4万 | 4.4万股 | -6,099股-13.79% | 减仓 |
 GENERAL AMERN INVSGAM |
| 1.21% | 1.26% | $1,874.0万 | 29.4万股 | $1,718.8万 | 29.4万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 1.14% | 0.65% | $1,756.7万 | 6.9万股 | $882.7万 | 6.5万股 | +3,855股+5.94% | 加仓 |
| FFIDELITY CONTRAFUNDFCNTX |
| 1.13% | 1.03% | $1,739.7万 | 64.9万股 | $1,414.1万 | 61.6万股 | +3.3万股+5.40% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.09% | 1.09% | $1,688.8万 | 6.3万股 | $1,493.7万 | 6.5万股 | -2,000股-3.09% | 减仓 |
 卡特彼勒CAT |
| 1.03% | 0.79% | $1,592.2万 | 1.5万股 | $1,084.8万 | 1.5万股 | -360股-2.35% | 减仓 |
| N新纪元能源NEE |
| 0.96% | 1.16% | $1,488.4万 | 17.0万股 | $1,589.4万 | 17.1万股 | -1,550股-0.91% | 减仓 |
 Meta平台META |
| 0.89% | 1.19% | $1,381.4万 | 2.5万股 | $1,634.1万 | 2.9万股 | -4,038股-14.14% | 减仓 |
| I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.85% | 0.67% | $1,307.1万 | 20.3万股 | $911.3万 | 20.1万股 | +1,300股+0.65% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 0.73% | 0.77% | $1,128.6万 | 3.6万股 | $1,052.3万 | 3.7万股 | -790股-2.15% | 减仓 |
 默沙东MRK |
| 0.73% | 0.77% | $1,126.9万 | 8.8万股 | $1,056.4万 | 8.8万股 | -125股-0.14% | 减仓 |
 雷神技术RTX |
| 0.73% | 0.85% | $1,126.6万 | 5.9万股 | $1,169.1万 | 6.1万股 | -1,230股-2.03% | 减仓 |
 黑石集团BX |
| 0.71% | 0.84% | $1,102.9万 | 9.4万股 | $1,146.9万 | 10.0万股 | -6,015股-6.03% | 减仓 |
| V先锋领航全球基金VGT |
| 0.7% | 0.58% | $1,079.0万 | 9.0万股 | $786.5万 | 1.1万股 | +7.9万股+700.89% | 加仓 |
| BBANK OF AMERBAC |
| 0.66% | 0.64% | $1,018.3万 | 17.9万股 | $876.6万 | 18.0万股 | -1,110股-0.62% | 减仓 |
| Q高通QCOM |
| 0.65% | 0.53% | $1,006.9万 | 5.4万股 | $722.9万 | 5.6万股 | -1,650股-2.94% | 减仓 |
| JJPMORGAN HEDGED EQUITY IJHEQX |
| 0.64% | 0.71% | $988.7万 | 28.6万股 | $969.3万 | 28.9万股 | -3,164股-1.10% | 减仓 |
 JacobsJ |
| 0.63% | 0.74% | $968.3万 | 7.7万股 | $1,012.0万 | 8.0万股 | -2,665股-3.35% | 减仓 |
 家得宝HD |
| 0.62% | 0.78% | $956.5万 | 2.7万股 | $1,062.7万 | 3.2万股 | -5,190股-16.06% | 减仓 |
 雪佛龙CVX |
| 0.59% | 0.84% | $912.3万 | 5.5万股 | $1,145.0万 | 5.5万股 | -305股-0.55% | 减仓 |
 宝洁PG |
| 0.57% | 0.64% | $886.4万 | 6.0万股 | $876.5万 | 6.1万股 | -240股-0.40% | 减仓 |
 伊顿ETN |
| 0.57% | 0.58% | $874.6万 | 2.1万股 | $789.7万 | 2.2万股 | -1,553股-7.03% | 减仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.52% | 0.52% | $798.8万 | 4.2万股 | $707.3万 | 4.2万股 | +113股+0.27% | 加仓 |
 林德LIN |
| 0.5% | 0.51% | $772.5万 | 1.5万股 | $701.9万 | 1.4万股 | +728股+5.14% | 加仓 |
 英特尔INTC |
| 0.48% | 0.18% | $747.4万 | 5.4万股 | $241.7万 | 5.5万股 | -1,250股-2.28% | 减仓 |
 联合太平洋铁路UNP |
| 0.47% | 0.47% | $721.0万 | 2.7万股 | $646.1万 | 2.7万股 | -125股-0.47% | 减仓 |
| MMOOGMOG/A |
| 0.46% | 0.36% | $710.7万 | 1.7万股 | $490.7万 | 1.7万股 | 00.00% | 持仓不变 |
