 英伟达NVDA |
| 5.25% | 5.59% | $3,530.3万 | 17.6万股 | $3,101.1万 | 17.8万股 | -1,379股-0.78% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.96% | 4.66% | $2,662.0万 | 5.3万股 | $2,584.4万 | 5.4万股 | -734股-1.36% | 减仓 |
| I景顺QQQ信托VOO |
| 3.83% | 3.61% | $2,579.8万 | 3.5万股 | $1,999.3万 | 3.5万股 | +394股+1.14% | 加仓 |
 康宁GLW |
| 3.02% | 1.97% | $2,033.8万 | 8.0万股 | $1,090.8万 | 8.0万股 | -600股-0.75% | 减仓 |
 博通AVGO |
| 2.98% | 2.97% | $2,001.7万 | 5.3万股 | $1,645.8万 | 5.3万股 | -186股-0.35% | 减仓 |
 苹果AAPL |
| 2.01% | 2.1% | $1,353.1万 | 4.7万股 | $1,162.8万 | 4.6万股 | +944股+2.06% | 加仓 |
 卡特彼勒CAT |
| 1.69% | 1.37% | $1,137.0万 | 1.1万股 | $758.3万 | 1.1万股 | -27股-0.25% | 减仓 |
 应用材料AMAT |
| 1.52% | 0.86% | $1,025.4万 | 1.4万股 | $479.3万 | 1.4万股 | +160股+1.14% | 加仓 |
 天弘CLS |
| 1.44% | 1.34% | $969.7万 | 2.7万股 | $741.9万 | 2.6万股 | +242股+0.92% | 加仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.32% | 0.56% | $888.3万 | 2.1万股 | $312.7万 | 1.9万股 | +1,534股+8.05% | 加仓 |
| Q高通QCOM |
| 1.25% | 1.03% | $839.8万 | 4.5万股 | $570.9万 | 4.4万股 | +1,116股+2.52% | 加仓 |
 迈威尔MRVL |
| 1.22% | 0.47% | $821.2万 | 2.8万股 | $262.2万 | 2.6万股 | +1,101股+4.16% | 加仓 |
 RYDER SYSR |
| 1.04% | 0.97% | $699.9万 | 2.7万股 | $539.0万 | 2.6万股 | +204股+0.77% | 加仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.02% | 0.41% | $689.4万 | 2.5万股 | $228.7万 | 2.4万股 | +989股+4.06% | 加仓 |
 强生JNJ |
| 1% | 1.17% | $674.1万 | 2.7万股 | $649.4万 | 2.7万股 | -24股-0.09% | 减仓 |
 微软MSFT |
| 0.98% | 1.21% | $660.0万 | 1.8万股 | $668.8万 | 1.8万股 | -372股-2.06% | 减仓 |
| N新纪元能源NEE |
| 0.97% | 1.23% | $654.4万 | 7.5万股 | $680.4万 | 7.3万股 | +1,303股+1.78% | 加仓 |
 德州仪器TXN |
| 0.96% | 0.76% | $648.1万 | 2.2万股 | $422.1万 | 2.2万股 | -2股-0.01% | 减仓 |
 美光科技MU |
| 0.94% | 0.31% | $631.8万 | 5,473股 | $174.0万 | 5,150股 | +323股+6.27% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 0.92% | 0.93% | $618.5万 | 2.8万股 | $514.2万 | 2.8万股 | +88股+0.32% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.9% | 0.52% | $606.5万 | 7,226股 | $289.9万 | 7,117股 | +109股+1.53% | 加仓 |
 AMD超威AMD |
| 0.9% | 0.36% | $605.2万 | 1.0万股 | $200.9万 | 9,874股 | +544股+5.51% | 加仓 |
 谷歌AGOOGL |
| 0.88% | 0.83% | $591.6万 | 1.7万股 | $459.1万 | 1.6万股 | +591股+3.70% | 加仓 |
 IESIESC |
| 0.85% | 0.65% | $570.0万 | 7,759股 | $361.7万 | 7,591股 | +168股+2.21% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.79% | 0.99% | $532.4万 | 16.7万股 | $551.5万 | 16.4万股 | +2,057股+1.25% | 加仓 |
 摩根士丹利MS |
| 0.78% | 0.74% | $522.6万 | 2.5万股 | $411.5万 | 2.5万股 | -5股-0.02% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.7% | $475.7万 | 1.3万股 | $388.5万 | 1.4万股 | -79股-0.58% | 减仓 |
| IiShares比特币ETFIBIT |
| 0.7% | 0.96% | $473.2万 | 14.2万股 | $534.4万 | 13.9万股 | +3,051股+2.19% | 加仓 |
 TwilioTWLO |
| 0.66% | 0.47% | $446.0万 | 2.2万股 | $259.9万 | 2.1万股 | +960股+4.65% | 加仓 |
| PPOWELL INDSPOWL |
| 0.65% | 0.49% | $440.5万 | 1.5万股 | $272.4万 | 5,035股 | +1.0万股+205.52% | 加仓 |
 洛克希德马丁LMT |
| 0.65% | 0.9% | $436.6万 | 8,570股 | $496.6万 | 8,216股 | +354股+4.31% | 加仓 |
 GETTY RLTY NEWGTY |
| 0.65% | 0.73% | $435.5万 | 13.1万股 | $406.4万 | 12.8万股 | +2,768股+2.17% | 加仓 |
 ALPINE INCOME PPTY TR INC COMPINE |
| 0.65% | 0.66% | $434.1万 | 20.9万股 | $368.1万 | 20.4万股 | +4,632股+2.27% | 加仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 0.62% | 0.71% | $420.3万 | 10.8万股 | $393.6万 | 10.7万股 | +530股+0.49% | 加仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.61% | 0.42% | $409.1万 | 2.8万股 | $233.7万 | 2.8万股 | -12股-0.04% | 减仓 |
| I景顺交易所交易基金信托XLG |
| 0.61% | 0.64% | $408.5万 | 6.7万股 | $355.6万 | 6.5万股 | +1,533股+2.35% | 加仓 |
 威瑞森VZ |
| 0.6% | 0.87% | $406.6万 | 9.6万股 | $482.5万 | 9.6万股 | -87股-0.09% | 减仓 |
 泛林集团LRCX |
| 0.6% | 0.35% | $401.0万 | 9,254股 | $196.1万 | 9,176股 | +78股+0.85% | 加仓 |
 CARETRUST REITCTRE |
| 0.59% | 0.67% | $398.8万 | 9.9万股 | $369.1万 | 10.1万股 | -1,861股-1.85% | 减仓 |
 3M COMMMM |
| 0.59% | 0.66% | $398.7万 | 2.5万股 | $366.6万 | 2.5万股 | -624股-2.47% | 减仓 |
 科磊KLAC |
| 0.59% | 0.32% | $398.5万 | 1.3万股 | $178.3万 | 1,211股 | +1.2万股+990.59% | 加仓 |
 ARES CAPITALARCC |
| 0.59% | 0.69% | $398.3万 | 21.5万股 | $382.2万 | 21.2万股 | +2,847股+1.34% | 加仓 |
| AARGANAGX |
| 0.59% | 0.5% | $397.8万 | 4,982股 | $278.6万 | 5,116股 | -134股-2.62% | 减仓 |
 联合包裹UPSUPS |
| 0.57% | 0.66% | $382.1万 | 3.6万股 | $367.8万 | 3.7万股 | -1,832股-4.90% | 减仓 |
 REALTY INCOME COMO |
| 0.56% | 0.66% | $377.5万 | 6.1万股 | $367.0万 | 6.0万股 | +935股+1.56% | 加仓 |
 TapestryTPR |
| 0.56% | 0.64% | $377.4万 | 2.6万股 | $356.5万 | 2.5万股 | +515股+2.04% | 加仓 |
 VICI PPTYS COMVICI |
| 0.53% | 0.68% | $355.1万 | 13.4万股 | $374.7万 | 13.7万股 | -3,428股-2.50% | 减仓 |
 百时美施贵宝BMY |
| 0.52% | 0.65% | $349.7万 | 6.1万股 | $359.2万 | 5.9万股 | +1,464股+2.47% | 加仓 |
 BROOKFIELD INFRASTRUCTUREBIPC |
| 0.51% | 0.63% | $346.4万 | 9.0万股 | $349.3万 | 8.8万股 | +1,578股+1.79% | 加仓 |
 STARWOOD PPTY TRSTWD |
| 0.51% | 0.64% | $341.3万 | 20.8万股 | $352.3万 | 20.5万股 | +3,807股+1.86% | 加仓 |
