 台积电TSM |
| 6.74% | 5.37% | $4,703.2万 | 9.8万股 | $3,290.3万 | 9.7万股 | +1,122股+1.15% | 加仓 |
 博通AVGO |
| 5.83% | 5.88% | $4,065.1万 | 10.8万股 | $3,606.5万 | 11.7万股 | -8,909股-7.65% | 减仓 |
 微软MSFT |
| 3.85% | 4.31% | $2,685.0万 | 7.2万股 | $2,642.0万 | 7.1万股 | +606股+0.85% | 加仓 |
 QUANTA SVCSPWR |
| 3.64% | 3.21% | $2,541.2万 | 3.5万股 | $1,964.5万 | 3.6万股 | -488股-1.36% | 减仓 |
 谷歌AGOOGL |
| 3.33% | 2.99% | $2,326.9万 | 6.5万股 | $1,832.6万 | 6.4万股 | +1,384股+2.17% | 加仓 |
 摩根大通JPM |
| 3.02% | 3.09% | $2,107.1万 | 6.4万股 | $1,895.1万 | 6.4万股 | -52股-0.08% | 减仓 |
 苹果AAPL |
| 2.24% | 2.25% | $1,563.2万 | 5.4万股 | $1,379.5万 | 5.4万股 | -337股-0.62% | 减仓 |
 黑石集团BX |
| 1.97% | 2.21% | $1,375.1万 | 11.7万股 | $1,356.0万 | 11.8万股 | -1,064股-0.90% | 减仓 |
 EntergyETR |
| 1.9% | 2.07% | $1,329.0万 | 11.6万股 | $1,267.8万 | 11.3万股 | +2,878股+2.55% | 加仓 |
| CCRHCRH |
| 1.8% | 2% | $1,258.1万 | 11.8万股 | $1,225.3万 | 11.7万股 | +1,020股+0.88% | 加仓 |
 英伟达NVDA |
| 1.79% | 1.71% | $1,246.9万 | 6.2万股 | $1,049.2万 | 6.0万股 | +2,154股+3.58% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.75% | 1.68% | $1,224.0万 | 3.5万股 | $1,026.9万 | 3.6万股 | -1,155股-3.23% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.68% | 1.84% | $1,172.5万 | 2.3万股 | $1,130.3万 | 2.4万股 | -155股-0.66% | 减仓 |
 VisaV |
| 1.66% | 1.72% | $1,160.6万 | 3.4万股 | $1,051.6万 | 3.5万股 | -967股-2.78% | 减仓 |
 泛林集团LRCX |
| 1.59% | 1.23% | $1,109.4万 | 2.6万股 | $754.0万 | 3.5万股 | -9,688股-27.45% | 减仓 |
 强生JNJ |
| 1.52% | 1.66% | $1,063.7万 | 4.2万股 | $1,014.7万 | 4.2万股 | +372股+0.90% | 加仓 |
| IiShares安硕信托DGRO |
| 1.52% | 1.72% | $1,058.1万 | 14.0万股 | $1,053.7万 | 15.0万股 | -1.1万股-7.02% | 减仓 |
 安费诺APH |
| 1.41% | 0.32% | $984.9万 | 5.6万股 | $199.1万 | 1.6万股 | +4.0万股+254.46% | 加仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 1.33% | 1.35% | $929.3万 | 9.3万股 | $828.8万 | 9.1万股 | +1,452股+1.59% | 加仓 |
 伊顿ETN |
| 1.27% | 1.22% | $886.7万 | 2.1万股 | $746.3万 | 2.1万股 | -59股-0.28% | 减仓 |
 亚马逊AMZN |
| 1.27% | 1.26% | $883.8万 | 3.7万股 | $773.6万 | 3.7万股 | -65股-0.17% | 减仓 |
| SSPDR黄金信托GLD |
| 1.21% | 1.64% | $842.4万 | 2.3万股 | $1,003.9万 | 2.3万股 | -463股-1.98% | 减仓 |
 TapestryTPR |
| 1.14% | 1.23% | $794.8万 | 5.4万股 | $756.5万 | 5.4万股 | +687股+1.28% | 加仓 |
| BBANK OF AMERBAC |
| 1.08% | 1.04% | $754.3万 | 13.2万股 | $640.5万 | 13.1万股 | +1,000股+0.76% | 加仓 |
 林德LIN |
| 1.07% | 1.16% | $749.4万 | 1.4万股 | $709.6万 | 1.4万股 | +128股+0.89% | 加仓 |
 礼来LLY |
| 1% | 0.88% | $697.5万 | 5,815股 | $540.4万 | 5,875股 | -60股-1.02% | 减仓 |
 CHUBB LIMITEDCB |
| 0.96% | 1.04% | $668.7万 | 2.0万股 | $636.6万 | 2.0万股 | +93股+0.48% | 加仓 |
 艾伯维ABBV |
| 0.96% | 0.95% | $666.7万 | 2.6万股 | $582.8万 | 2.7万股 | -302股-1.13% | 减仓 |
 福泰制药VRTX |
| 0.94% | 0.97% | $657.3万 | 1.3万股 | $592.2万 | 1.3万股 | -30股-0.23% | 减仓 |
 CARLISLE COSCSL |
| 0.89% | 0.91% | $618.4万 | 1.7万股 | $558.9万 | 1.7万股 | +296股+1.77% | 加仓 |
 VertivVRT |
| 0.87% | 0.75% | $605.5万 | 1.8万股 | $457.5万 | 1.8万股 | -175股-0.96% | 减仓 |
| WWATSCOWSO |
| 0.86% | 0.85% | $600.9万 | 1.4万股 | $521.0万 | 1.4万股 | +98股+0.68% | 加仓 |
 雷神技术RTX |
| 0.86% | 0.98% | $597.5万 | 3.1万股 | $600.0万 | 3.1万股 | +390股+1.25% | 加仓 |
 马拉松石油MPC |
| 0.78% | 0.86% | $547.1万 | 2.1万股 | $525.3万 | 2.2万股 | -114股-0.53% | 减仓 |
 Meta平台META |
| 0.73% | 0.91% | $511.7万 | 9,084股 | $557.1万 | 9,737股 | -653股-6.71% | 减仓 |
| IiShares安硕IEMG |
| 0.73% | 0.68% | $510.5万 | 6.2万股 | $414.0万 | 5.9万股 | +2,260股+3.81% | 加仓 |
| V先锋领航白厅基金VNQ |
| 0.72% | 0.77% | $505.3万 | 5.4万股 | $473.4万 | 5.4万股 | +599股+1.12% | 加仓 |
| IiShares安硕信托IEFA |
| 0.69% | 0.7% | $483.9万 | 5.0万股 | $426.2万 | 4.7万股 | +3,033股+6.44% | 加仓 |
 可口可乐KO |
| 0.69% | 0.73% | $479.2万 | 5.9万股 | $449.4万 | 5.9万股 | -129股-0.22% | 减仓 |
| N新纪元能源NEE |
| 0.68% | 0.75% | $473.7万 | 5.4万股 | $458.8万 | 4.9万股 | +4,575股+9.26% | 加仓 |
 美国包装PKG |
| 0.65% | 0.65% | $451.0万 | 1.9万股 | $397.1万 | 1.9万股 | +215股+1.15% | 加仓 |
 XCEL ENERGY COMXEL |
| 0.64% | 0.71% | $445.5万 | 5.5万股 | $433.4万 | 5.5万股 | +915股+1.68% | 加仓 |
 Vulcan材料VMC |
| 0.64% | 0.68% | $443.2万 | 1.5万股 | $414.1万 | 1.5万股 | -183股-1.20% | 减仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.62% | 0.56% | $430.8万 | 7.0万股 | $345.2万 | 6.2万股 | +7,905股+12.71% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 0.6% | 0.7% | $417.9万 | 20.8万股 | $429.2万 | 20.7万股 | +996股+0.48% | 加仓 |
| S嘉信策略信托SCHC |
| 0.6% | 0.61% | $417.1万 | 7.9万股 | $374.1万 | 7.6万股 | +2,610股+3.41% | 加仓 |
 TJXTJX |
| 0.6% | 0.02% | $417.1万 | 2.8万股 | $11.5万 | 723股 | +2.7万股+3,708.16% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.58% | 0.6% | $407.1万 | 7.2万股 | $367.3万 | 6.5万股 | +7,281股+11.24% | 加仓 |
 家得宝HD |
| 0.56% | 0.6% | $391.8万 | 1.1万股 | $365.2万 | 1.1万股 | +4股+0.04% | 加仓 |
| IiShares安硕信托ICSH |
| 0.55% | 0.65% | $385.8万 | 7.6万股 | $400.2万 | 7.9万股 | -2,787股-3.53% | 减仓 |
