 英伟达NVDA |
| 13.61% | 14.18% | $1.07亿 | 53.3万股 | $9,461.2万 | 54.2万股 | -9,796股-1.81% | 减仓 |
 苹果AAPL |
| 10.02% | 10.48% | $7,845.4万 | 27.1万股 | $6,991.0万 | 27.5万股 | -4,336股-1.57% | 减仓 |
 谷歌AGOOGL |
| 6.09% | 5.77% | $4,769.1万 | 13.3万股 | $3,848.9万 | 13.4万股 | -397股-0.30% | 减仓 |
 AMD超威AMD |
| 4.08% | 1.62% | $3,195.5万 | 5.5万股 | $1,081.1万 | 5.3万股 | +1,865股+3.51% | 加仓 |
 亚马逊AMZN |
| 3.23% | 3.34% | $2,533.2万 | 10.6万股 | $2,226.1万 | 10.7万股 | -602股-0.56% | 减仓 |
 PALO ALTOPANW |
| 3.02% | 1.68% | $2,368.3万 | 6.9万股 | $1,121.8万 | 7.0万股 | -523股-0.75% | 减仓 |
 微软MSFT |
| 2.35% | 2.81% | $1,837.2万 | 4.9万股 | $1,872.3万 | 5.1万股 | -1,329股-2.63% | 减仓 |
 Meta平台META |
| 2.29% | 2.79% | $1,790.6万 | 3.2万股 | $1,859.2万 | 3.2万股 | -708股-2.18% | 减仓 |
 威廉姆斯WMB |
| 2.15% | 2.47% | $1,681.4万 | 22.6万股 | $1,647.8万 | 22.6万股 | -222股-0.10% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.07% | 2.31% | $1,621.5万 | 9.0万股 | $1,539.5万 | 9.3万股 | -3,481股-3.74% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.95% | 1.86% | $1,524.0万 | 4.3万股 | $1,239.0万 | 4.3万股 | -57股-0.13% | 减仓 |
| I景顺QQQ信托VOO |
| 1.93% | 1.83% | $1,513.8万 | 2.1万股 | $1,218.1万 | 2.1万股 | -548股-2.60% | 减仓 |
 VisaV |
| 1.9% | 1.97% | $1,489.8万 | 4.3万股 | $1,311.4万 | 4.3万股 | +33股+0.08% | 加仓 |
 礼来LLY |
| 1.75% | 1.52% | $1,367.5万 | 1.1万股 | $1,014.3万 | 1.1万股 | +374股+3.39% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.67% | 1.98% | $1,308.2万 | 14.2万股 | $1,319.4万 | 14.3万股 | -869股-0.61% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.64% | 1.7% | $1,285.7万 | 1.7万股 | $1,134.5万 | 1.7万股 | -227股-1.30% | 减仓 |
 博通AVGO |
| 1.51% | 1.42% | $1,182.2万 | 3.1万股 | $949.0万 | 3.1万股 | +635股+2.07% | 加仓 |
 好市多COST |
| 1.5% | 1.86% | $1,173.6万 | 1.3万股 | $1,243.3万 | 1.2万股 | +68股+0.54% | 加仓 |
 摩根大通JPM |
| 1.48% | 1.58% | $1,159.1万 | 3.5万股 | $1,052.7万 | 3.6万股 | -377股-1.05% | 减仓 |
 埃克森美孚XOM |
| 1.43% | 2.08% | $1,117.3万 | 8.2万股 | $1,388.1万 | 8.2万股 | -96股-0.12% | 减仓 |
 迈威尔MRVL |
| 1.41% | 0.42% | $1,103.1万 | 3.7万股 | $282.7万 | 2.9万股 | +8,489股+29.74% | 加仓 |
 应用材料AMAT |
| 1.29% | 0.75% | $1,011.4万 | 1.4万股 | $498.9万 | 1.5万股 | -609股-4.17% | 减仓 |
 CrowdStrikeCRWD |
| 1.25% | 0.75% | $981.8万 | 1.3万股 | $499.9万 | 1.3万股 | +60股+0.47% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.17% | 1.16% | $918.4万 | 7.4万股 | $771.2万 | 1.8万股 | +5.6万股+308.92% | 加仓 |
| IiShares安硕信托IWD |
| 1.14% | 1.14% | $896.5万 | 3.7万股 | $761.8万 | 3.6万股 | +1,326股+3.72% | 加仓 |
 台积电TSM |
| 1.08% | 0.79% | $844.7万 | 1.8万股 | $526.8万 | 1.6万股 | +2,100股+13.47% | 加仓 |
 万事达MA |
| 0.98% | 1.15% | $770.3万 | 1.5万股 | $766.7万 | 1.5万股 | -347股-2.26% | 减仓 |
| IiShares安硕·RUSSELL MIDCAP ETFIWR |
| 0.91% | 0.91% | $716.5万 | 6.5万股 | $608.2万 | 6.3万股 | +2,396股+3.83% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.86% | 1.04% | $675.2万 | 18.4万股 | $695.0万 | 18.4万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.84% | 0.86% | $659.7万 | 2.6万股 | $576.8万 | 2.7万股 | -307股-1.16% | 减仓 |
 沃尔玛WMT |
| 0.82% | 1.07% | $640.9万 | 5.7万股 | $715.6万 | 5.8万股 | -997股-1.73% | 减仓 |
 TJXTJX |
| 0.79% | 0.98% | $619.6万 | 4.1万股 | $654.2万 | 4.1万股 | -64股-0.16% | 减仓 |
 宣伟SHW |
| 0.79% | 0.89% | $618.2万 | 1.8万股 | $596.6万 | 1.9万股 | -659股-3.54% | 减仓 |
 ALTRIAMO |
| 0.75% | 0.82% | $584.7万 | 8.1万股 | $547.9万 | 8.3万股 | -1,761股-2.12% | 减仓 |
| V先锋领航指数基金VOO |
| 0.74% | 0.76% | $578.6万 | 8,424股 | $504.2万 | 8,438股 | -14股-0.17% | 减仓 |
| IiShares安硕信托USMV |
| 0.7% | 0.82% | $548.0万 | 5.7万股 | $546.9万 | 5.9万股 | -2,163股-3.67% | 减仓 |
 卡特彼勒CAT |
| 0.64% | 0.51% | $504.5万 | 4,738股 | $339.2万 | 4,788股 | -50股-1.04% | 减仓 |
 FIRST FINL BANKSHARESFFIN |
| 0.62% | 0.63% | $481.9万 | 13.9万股 | $420.1万 | 14.3万股 | -3,371股-2.36% | 减仓 |
 家得宝HD |
| 0.59% | 0.89% | $465.6万 | 1.3万股 | $592.9万 | 1.8万股 | -4,826股-26.77% | 减仓 |
 高盛GS |
| 0.59% | 0.57% | $459.0万 | 4,538股 | $379.7万 | 4,488股 | +50股+1.11% | 加仓 |
 NETFLIXNFLX |
| 0.57% | 0.98% | $446.7万 | 6.3万股 | $655.2万 | 6.8万股 | -5,584股-8.19% | 减仓 |
| IiShares安硕·MSCIQUAL |
| 0.57% | 0.59% | $445.2万 | 2.0万股 | $392.7万 | 2.0万股 | -185股-0.90% | 减仓 |
 ROYAL BK CDA COMRY |
| 0.57% | 0.52% | $442.9万 | 2.1万股 | $346.2万 | 2.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.56% | 0.65% | $438.0万 | 8,753股 | $434.7万 | 9,072股 | -319股-3.52% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.46% | 0.55% | $361.1万 | 18.9万股 | $364.5万 | 18.9万股 | 00.00% | 持仓不变 |
| S道富SPSM |
| 0.44% | 0.44% | $348.4万 | 6.0万股 | $291.4万 | 6.0万股 | +123股+0.20% | 加仓 |
 可口可乐KO |
| 0.44% | 0.66% | $342.0万 | 4.2万股 | $437.1万 | 5.7万股 | -1.5万股-26.78% | 减仓 |
 摩根士丹利MS |
| 0.4% | 0.37% | $312.8万 | 1.5万股 | $246.2万 | 1.5万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.39% | 0.35% | $302.6万 | 4,202股 | $233.2万 | 4,248股 | -46股-1.08% | 减仓 |
| SSTAR BULK CARRIERSSBLK |
| 0.39% | 0.39% | $302.3万 | 12.1万股 | $262.8万 | 11.4万股 | +6,647股+5.81% | 加仓 |
