 苹果AAPL |
| 10.59% | 10.49% | $1,622.1万 | 5.6万股 | $1,480.3万 | 5.8万股 | -2,270股-3.89% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 8.64% | 8.11% | $1,324.3万 | 3.7万股 | $1,145.0万 | 4.0万股 | -2,435股-6.10% | 减仓 |
 亚马逊AMZN |
| 6.31% | 6.3% | $966.7万 | 4.1万股 | $889.4万 | 4.3万股 | -2,144股-5.02% | 减仓 |
 好市多COST |
| 5.6% | 6.86% | $858.5万 | 9,177股 | $968.2万 | 9,717股 | -540股-5.56% | 减仓 |
 微软MSFT |
| 5.3% | 5.97% | $811.7万 | 2.2万股 | $842.7万 | 2.3万股 | -1,005股-4.41% | 减仓 |
 摩根大通JPM |
| 4.93% | 5.14% | $755.6万 | 2.3万股 | $724.9万 | 2.5万股 | -1,560股-6.33% | 减仓 |
 Meta平台META |
| 4.57% | 5.32% | $699.5万 | 1.2万股 | $750.6万 | 1.3万股 | -700股-5.34% | 减仓 |
 英特尔INTC |
| 4.2% | 1.56% | $644.0万 | 4.6万股 | $220.7万 | 5.0万股 | -3,890股-7.78% | 减仓 |
 美国运通AXP |
| 3.98% | 4.06% | $609.4万 | 1.8万股 | $572.7万 | 1.9万股 | -915股-4.83% | 减仓 |
 思科CSCO |
| 2.89% | 2.26% | $442.9万 | 3.8万股 | $318.5万 | 4.1万股 | -3,350股-8.16% | 减仓 |
| BBANK OF AMERBAC |
| 2.84% | 2.87% | $435.4万 | 7.6万股 | $405.2万 | 8.3万股 | -6,700股-8.06% | 减仓 |
 GE航空GE |
| 2.78% | 2.31% | $425.9万 | 1.1万股 | $325.9万 | 1.1万股 | -88股-0.77% | 减仓 |
 AFFIRM COM CL AAFRM |
| 2.27% | 1.41% | $347.2万 | 4.3万股 | $199.2万 | 4.3万股 | -900股-2.07% | 减仓 |
 达美航空DAL |
| 2.24% | 1.87% | $343.7万 | 3.7万股 | $263.9万 | 4.0万股 | -3,000股-7.56% | 减仓 |
 德州仪器TXN |
| 2% | 1.41% | $306.4万 | 1.0万股 | $199.6万 | 1.0万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.94% | 2.45% | $298.0万 | 6,490股 | $346.2万 | 7,140股 | -650股-9.10% | 减仓 |
 优步UBER |
| 1.89% | 2.01% | $289.4万 | 4.0万股 | $283.8万 | 3.9万股 | +650股+1.65% | 加仓 |
 NETFLIXNFLX |
| 1.88% | 2.92% | $287.7万 | 4.0万股 | $411.5万 | 4.3万股 | -2,500股-5.84% | 减仓 |
 嘉信理财SCHW |
| 1.69% | 1.98% | $258.4万 | 2.8万股 | $280.1万 | 3.0万股 | -1,800股-6.04% | 减仓 |
 特斯拉TSLA |
| 1.55% | 1.49% | $237.4万 | 5,645股 | $209.9万 | 5,645股 | 00.00% | 持仓不变 |
 PPL COMPPL |
| 1.43% | 1.76% | $218.6万 | 6.0万股 | $248.9万 | 6.5万股 | -5,000股-7.67% | 减仓 |
 星巴克SBUX |
| 1.38% | 1.33% | $212.1万 | 2.1万股 | $188.2万 | 2.1万股 | -250股-1.19% | 减仓 |
 美光科技MU |
| 1.36% | 0.49% | $207.8万 | 1,800股 | $69.3万 | 2,050股 | -250股-12.20% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 1.31% | 2.15% | $200.9万 | 6.4万股 | $303.8万 | 6.7万股 | -3,500股-5.22% | 减仓 |
 英伟达NVDA |
| 1.23% | 1.28% | $188.1万 | 9,399股 | $180.7万 | 1.0万股 | -960股-9.27% | 减仓 |
 CSX铁路CSX |
| 1.2% | 1.17% | $184.2万 | 3.9万股 | $165.4万 | 4.0万股 | -1,550股-3.85% | 减仓 |
 百时美施贵宝BMY |
| 1.11% | 1.37% | $169.6万 | 2.9万股 | $193.6万 | 3.2万股 | -2,500股-7.83% | 减仓 |
| IIBMIBM |
| 0.94% | 0.97% | $144.7万 | 5,145股 | $136.8万 | 5,645股 | -500股-8.86% | 减仓 |
 TREXTREX |
| 0.86% | 0.74% | $131.9万 | 2.6万股 | $104.0万 | 2.9万股 | -2,200股-7.71% | 减仓 |
 霍尼韦尔HON |
| 0.84% | 1.85% | $129.0万 | 5,763股 | $260.6万 | 1.2万股 | -5,766股-50.01% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.83% | — | $127.4万 | 5,763股 | $0 | 0股 | +5,763股 | 新买入 |
 AIRBNB COM CL AABNB |
| 0.74% | 0.8% | $113.0万 | 7,895股 | $112.3万 | 8,895股 | -1,000股-11.24% | 减仓 |
 礼来LLY |
| 0.72% | 0.58% | $110.3万 | 920股 | $81.9万 | 890股 | +30股+3.37% | 加仓 |
| GGE医疗GEHC |
| 0.68% | 0.92% | $103.5万 | 1.6万股 | $129.3万 | 1.8万股 | -1,988股-10.94% | 减仓 |
| C花旗集团C |
| 0.61% | 0.54% | $93.4万 | 6,670股 | $75.6万 | 6,670股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.61% | 0.83% | $93.2万 | 3.9万股 | $117.7万 | 4.2万股 | -3,200股-7.63% | 减仓 |
 卡特彼勒CAT |
| 0.56% | 0.4% | $85.2万 | 800股 | $56.7万 | 800股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.51% | 0.73% | $78.4万 | 1.9万股 | $103.3万 | 2.1万股 | -2,059股-10.00% | 减仓 |
 哈特福德·INSURANCEHIG |
| 0.39% | 0.43% | $60.1万 | 4,534股 | $61.3万 | 4,534股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.39% | 0.54% | $59.8万 | 4,372股 | $75.9万 | 4,472股 | -100股-2.24% | 减仓 |
| AAT&TT |
| 0.37% | 0.65% | $57.2万 | 2.8万股 | $91.8万 | 3.2万股 | -4,000股-12.64% | 减仓 |
 强生JNJ |
| 0.36% | 0.38% | $55.1万 | 2,171股 | $53.4万 | 2,186股 | -15股-0.69% | 减仓 |
 COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS |
| 0.35% | — | $53.8万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 AMD超威AMD |
| 0.34% | 0.28% | $51.4万 | 885股 | $39.4万 | 1,935股 | -1,050股-54.26% | 减仓 |
 ENPHASE ENERGY COMENPH |
| 0.27% | 0.28% | $40.8万 | 8,280股 | $39.6万 | 1.0万股 | -2,200股-20.99% | 减仓 |
| IiShares安硕信托IVV |
| 0.27% | 0.25% | $40.7万 | 543股 | $35.5万 | 543股 | 00.00% | 持仓不变 |
 第一资本COF |
| 0.24% | 0.23% | $36.1万 | 1,800股 | $32.8万 | 1,800股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 0.22% | 0.23% | $34.1万 | 50股 | $32.9万 | 50股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.22% | 0.2% | $33.7万 | 1,370股 | $28.5万 | 1,370股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.19% | 0.19% | $29.3万 | 830股 | $27.3万 | 830股 | 00.00% | 持仓不变 |
