 英伟达NVDA |
| 8.53% | 8.73% | $1.39亿 | 69.3万股 | $1.27亿 | 72.7万股 | -3.4万股-4.73% | 减仓 |
 苹果AAPL |
| 7.3% | 7.27% | $1.19亿 | 41.0万股 | $1.06亿 | 41.6万股 | -5,739股-1.38% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 7.26% | 6.72% | $1.18亿 | 33.4万股 | $9,755.5万 | 34.0万股 | -5,930股-1.74% | 减仓 |
 博通AVGO |
| 6.91% | 6.35% | $1.12亿 | 29.7万股 | $9,209.5万 | 29.8万股 | -268股-0.09% | 减仓 |
 亚马逊AMZN |
| 5.37% | 5.29% | $8,725.0万 | 36.6万股 | $7,681.1万 | 36.9万股 | -2,730股-0.74% | 减仓 |
 微软MSFT |
| 4.79% | 6.03% | $7,782.2万 | 20.9万股 | $8,756.0万 | 23.7万股 | -2.8万股-11.80% | 减仓 |
 Bloom EnergyBE |
| 4.26% | 2.18% | $6,925.5万 | 22.9万股 | $3,166.7万 | 23.4万股 | -4,930股-2.11% | 减仓 |
 CENTRAL SECSCET |
| 4.19% | 4.7% | $6,810.8万 | 134.4万股 | $6,819.2万 | 133.7万股 | +6,787股+0.51% | 加仓 |
 VisaV |
| 3.26% | 3.68% | $5,301.4万 | 15.5万股 | $5,338.9万 | 17.7万股 | -2.2万股-12.52% | 减仓 |
 PALO ALTOPANW |
| 2.34% | 1.22% | $3,809.4万 | 11.2万股 | $1,773.7万 | 11.1万股 | +1,070股+0.97% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.12% | 2.3% | $3,451.1万 | 6.9万股 | $3,345.3万 | 7.0万股 | -842股-1.21% | 减仓 |
 科磊KLAC |
| 1.89% | 1.04% | $3,070.5万 | 10.2万股 | $1,510.5万 | 1.0万股 | +9.2万股+892.01% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 1.84% | 1.77% | $2,998.4万 | 12.2万股 | $2,572.1万 | 12.4万股 | -1,825股-1.48% | 减仓 |
 VanEck ETF信托PPH |
| 1.77% | 1.92% | $2,885.0万 | 26.4万股 | $2,780.9万 | 26.8万股 | -3,870股-1.45% | 减仓 |
 LOWES COS COMLOW |
| 1.7% | 2.07% | $2,767.4万 | 12.6万股 | $3,008.6万 | 12.7万股 | -1,818股-1.43% | 减仓 |
 PROGRESSIVEPGR |
| 1.59% | 1.64% | $2,587.2万 | 11.8万股 | $2,379.4万 | 12.0万股 | -1,590股-1.32% | 减仓 |
 US FOODSUSFD |
| 1.49% | 1.51% | $2,414.0万 | 23.6万股 | $2,188.1万 | 23.7万股 | -1,200股-0.51% | 减仓 |
 林德LIN |
| 1.42% | 1.55% | $2,315.9万 | 4.5万股 | $2,245.7万 | 4.5万股 | -672股-1.48% | 减仓 |
| VVALMONT INDSVMI |
| 1.41% | 1.1% | $2,295.8万 | 4.0万股 | $1,595.8万 | 4.0万股 | -191股-0.48% | 减仓 |
 CMS ENERGY COMCMS |
| 1.38% | 1.57% | $2,239.7万 | 29.3万股 | $2,275.9万 | 29.3万股 | -585股-0.20% | 减仓 |
 EquinixEQIX |
| 1.35% | 1.43% | $2,200.9万 | 2.1万股 | $2,082.1万 | 2.1万股 | -127股-0.60% | 减仓 |
 AMERICAN WTR WKS NEWAWK |
| 1.22% | 1.43% | $1,990.2万 | 15.1万股 | $2,070.7万 | 15.2万股 | -905股-0.59% | 减仓 |
 史赛克SYK |
| 1.18% | 1.37% | $1,915.5万 | 6.1万股 | $1,989.3万 | 6.1万股 | +300股+0.50% | 加仓 |
 AON SHS CL AAON |
| 1.17% | 1.27% | $1,895.5万 | 5.7万股 | $1,847.5万 | 5.7万股 | -90股-0.16% | 减仓 |
 NETFLIXNFLX |
| 1.16% | 1.78% | $1,891.8万 | 26.5万股 | $2,590.6万 | 26.9万股 | -4,475股-1.66% | 减仓 |
 汽车地带AZO |
| 1.13% | 1.4% | $1,834.2万 | 5,739股 | $2,039.2万 | 6,037股 | -298股-4.94% | 减仓 |
| T赛默飞世尔TMO |
| 1.09% | 1.22% | $1,778.1万 | 3.5万股 | $1,765.7万 | 3.6万股 | -457股-1.27% | 减仓 |
 瑞思迈RMD |
| 1.05% | 1.47% | $1,709.5万 | 8.8万股 | $2,132.9万 | 9.5万股 | -7,295股-7.68% | 减仓 |
 AMD超威AMD |
| 1.03% | 0.01% | $1,672.2万 | 2.9万股 | $21.7万 | 1,065股 | +2.8万股+2,602.91% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.97% | 0.89% | $1,582.3万 | 4.0万股 | $1,291.2万 | 4.1万股 | -746股-1.84% | 减仓 |
 Arista网络ANET |
| 0.97% | 0.79% | $1,575.9万 | 9.3万股 | $1,146.5万 | 9.3万股 | -610股-0.65% | 减仓 |
 DANAHER DEL COMDHR |
| 0.93% | 1.05% | $1,518.4万 | 8.0万股 | $1,531.2万 | 8.1万股 | -1,046股-1.30% | 减仓 |
| TTyler科技TYL |
| 0.92% | 0.54% | $1,501.1万 | 5.1万股 | $785.9万 | 2.3万股 | +2.8万股+123.60% | 加仓 |
 TJXTJX |
| 0.92% | 1.1% | $1,495.8万 | 9.9万股 | $1,601.9万 | 10.0万股 | -1,575股-1.57% | 减仓 |
 QUANTA SVCSPWR |
| 0.91% | 2.29% | $1,474.3万 | 2.0万股 | $3,325.4万 | 6.1万股 | -4.0万股-66.20% | 减仓 |
 NATIONAL VISIONEYE |
| 0.89% | — | $1,448.1万 | 76.2万股 | $0 | 0股 | +76.2万股 | 新买入 |
 NVENT ELECTRICNVT |
| 0.89% | 0.69% | $1,447.6万 | 8.5万股 | $1,006.7万 | 8.5万股 | +237股+0.28% | 加仓 |
 谷歌AGOOGL |
| 0.81% | 0.75% | $1,311.2万 | 3.7万股 | $1,083.1万 | 3.8万股 | -975股-2.59% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.78% | 0.87% | $1,271.1万 | 14.3万股 | $1,265.3万 | 14.3万股 | +240股+0.17% | 加仓 |
 强生JNJ |
| 0.64% | 0.69% | $1,047.7万 | 4.1万股 | $1,003.1万 | 4.1万股 | +219股+0.53% | 加仓 |
 BROOKFIELD INFRASTRUCTUREBIPC |
| 0.49% | 0.52% | $799.2万 | 20.8万股 | $754.0万 | 19.1万股 | +1.7万股+8.81% | 加仓 |
 EntergyETR |
| 0.49% | 0.52% | $788.7万 | 6.9万股 | $754.3万 | 6.7万股 | +1,535股+2.29% | 加仓 |
 HA SUSTAINABLE INFRA REIHASI |
| 0.43% | 0.45% | $694.2万 | 17.8万股 | $659.3万 | 17.9万股 | -1,615股-0.90% | 减仓 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.41% | 0.46% | $664.4万 | 18.2万股 | $664.8万 | 18.4万股 | -1,972股-1.07% | 减仓 |
 应用材料AMAT |
| 0.32% | 0.17% | $514.4万 | 7,115股 | $243.2万 | 7,115股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.3% | 0.3% | $487.6万 | 6,530股 | $434.4万 | 6,680股 | -150股-2.25% | 减仓 |
 FIRST SOLAR COMFSLR |
| 0.29% | 0.28% | $475.9万 | 2.0万股 | $402.8万 | 2.0万股 | -250股-1.22% | 减仓 |
| SSPDR黄金信托GLD |
| 0.26% | 0.34% | $420.7万 | 1.1万股 | $491.3万 | 1.1万股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 0.22% | 0.34% | $364.6万 | 7,159股 | $488.4万 | 7,159股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.18% | 0.17% | $293.4万 | 5,974股 | $249.0万 | 5,974股 | 00.00% | 持仓不变 |
