 希捷STX |
| 17.94% | 8.77% | $4,691.7万 | 4.9万股 | $1,928.6万 | 4.9万股 | -610股-1.24% | 减仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 10% | 0.09% | $2,615.1万 | 34.6万股 | $20.1万 | 2,663股 | +34.3万股+12,875.63% | 加仓 |
 苹果AAPL |
| 9% | 9.4% | $2,353.2万 | 8.1万股 | $2,066.2万 | 8.1万股 | -92股-0.11% | 减仓 |
 英伟达NVDA |
| 2.89% | 3.02% | $755.6万 | 3.8万股 | $664.1万 | 3.8万股 | -317股-0.83% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 2.81% | 3.68% | $736.1万 | 5.8万股 | $809.8万 | 5.8万股 | +165股+0.28% | 加仓 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 2.72% | 2.79% | $711.7万 | 5.8万股 | $613.3万 | 5.8万股 | -128股-0.22% | 减仓 |
 CENTRAL PAC FINLCPF |
| 2.69% | 2.68% | $703.4万 | 18.4万股 | $588.5万 | 18.4万股 | -4股-0.00% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.49% | 1.65% | $650.1万 | 1.3万股 | $363.3万 | 7,581股 | +5,410股+71.36% | 加仓 |
 嘉信理财SCHW |
| 2.3% | 2.81% | $602.7万 | 6.5万股 | $617.5万 | 6.6万股 | -386股-0.59% | 减仓 |
 联邦快递FDX |
| 2.2% | 2.97% | $576.0万 | 1.8万股 | $654.1万 | 1.8万股 | +32股+0.17% | 加仓 |
| CCAPRI LIMITEDCPRI |
| 2.11% | 2.42% | $552.4万 | 29.7万股 | $533.2万 | 30.3万股 | -5,170股-1.71% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 2.09% | 1.84% | $547.2万 | 10.6万股 | $404.3万 | 10.8万股 | -1,195股-1.11% | 减仓 |
 埃克森美孚XOM |
| 2.06% | 3.02% | $539.4万 | 3.9万股 | $664.8万 | 3.9万股 | +267股+0.68% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.02% | 2.17% | $528.7万 | 7,080股 | $476.5万 | 7,327股 | -247股-3.37% | 减仓 |
 ServiceNowNOW |
| 1.9% | 2.38% | $496.9万 | 5.0万股 | $523.3万 | 5.0万股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 1.87% | 1.93% | $489.8万 | 1.3万股 | $423.5万 | 1.3万股 | +38股+0.29% | 加仓 |
 摩根大通JPM |
| 1.69% | 1.8% | $441.7万 | 1.3万股 | $396.4万 | 1.3万股 | +17股+0.13% | 加仓 |
 L3哈里斯LHX |
| 1.58% | 2.22% | $412.5万 | 1.4万股 | $488.6万 | 1.4万股 | +38股+0.27% | 加仓 |
 NETFLIXNFLX |
| 1.57% | 1.62% | $411.4万 | 5.8万股 | $355.6万 | 3.7万股 | +2.1万股+55.82% | 加仓 |
 亚马逊AMZN |
| 1.48% | 1.54% | $387.0万 | 1.6万股 | $338.1万 | 1.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.42% | 1.36% | $371.2万 | 1.0万股 | $298.5万 | 1.0万股 | +6股+0.06% | 加仓 |
 微软MSFT |
| 1.19% | 1.41% | $311.5万 | 8,349股 | $309.0万 | 8,347股 | +2股+0.02% | 加仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 1.16% | 1.22% | $302.3万 | 14.3万股 | $268.8万 | 14.4万股 | -536股-0.37% | 减仓 |
 阿格尼科鹰矿AEM |
| 1.08% | 1.67% | $281.4万 | 1.8万股 | $368.2万 | 1.8万股 | 00.00% | 持仓不变 |
| RRHRH |
| 1.07% | 1.07% | $280.0万 | 1.7万股 | $235.7万 | 1.7万股 | +143股+0.85% | 加仓 |
 STARWOOD PPTY TRSTWD |
| 0.98% | 1.24% | $257.5万 | 15.7万股 | $271.7万 | 15.8万股 | -567股-0.36% | 减仓 |
 Meta平台META |
| 0.9% | 1.08% | $234.9万 | 4,170股 | $238.3万 | 4,166股 | +4股+0.10% | 加仓 |
 英特尔INTC |
| 0.88% | 0.33% | $229.7万 | 1.6万股 | $72.6万 | 1.6万股 | 00.00% | 持仓不变 |
 因赛特INCY |
| 0.87% | 0.86% | $226.7万 | 2.0万股 | $188.2万 | 2.0万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.76% | 0.79% | $197.9万 | 5,770股 | $174.0万 | 5,758股 | +12股+0.21% | 加仓 |
 波音BA |
| 0.7% | 0.8% | $182.6万 | 8,436股 | $176.0万 | 8,843股 | -407股-4.60% | 减仓 |
| V先锋领航指数基金VUG |
| 0.68% | 0.69% | $178.4万 | 2.1万股 | $150.7万 | 3,451股 | +1.7万股+500.26% | 加仓 |
 思科CSCO |
| 0.67% | 0.52% | $174.0万 | 1.5万股 | $114.4万 | 1.5万股 | +68股+0.46% | 加仓 |
 强生JNJ |
| 0.63% | 0.78% | $164.5万 | 6,478股 | $172.3万 | 7,048股 | -570股-8.09% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.57% | 0.65% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.51% | 0.78% | $134.0万 | 1.4万股 | $170.7万 | 1.4万股 | +362股+2.66% | 加仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.49% | — | $126.9万 | 8,402股 | $0 | 0股 | +8,402股 | 新买入 |
 CVS健康CVS |
| 0.48% | 0.41% | $126.8万 | 1.2万股 | $89.1万 | 1.2万股 | -149股-1.20% | 减仓 |
 联合包裹UPSUPS |
| 0.43% | 0.46% | $112.2万 | 1.0万股 | $101.9万 | 1.0万股 | +80股+0.77% | 加仓 |
 宝洁PG |
| 0.42% | 0.36% | $110.2万 | 7,317股 | $79.3万 | 7,293股 | +24股+0.33% | 加仓 |
| V先锋领航·FSTEVWO |
| 0.4% | 0.43% | $103.5万 | 1.7万股 | $93.8万 | 1.7万股 | -5股-0.03% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.36% | $96.9万 | 2,743股 | $78.7万 | 2,742股 | +1股+0.04% | 加仓 |
 AMD超威AMD |
| 0.36% | 0.15% | $95.3万 | 1,641股 | $33.4万 | 1,641股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.33% | 0.35% | $85.6万 | 2,530股 | $76.4万 | 2,526股 | +4股+0.16% | 加仓 |
| SSPDR黄金信托GLD |
| 0.33% | 0.45% | $85.1万 | 2,310股 | $99.4万 | 2,310股 | 00.00% | 持仓不变 |
 REGIONS FINANCIAL NEW COMRF |
| 0.29% | 0.3% | $76.9万 | 2.5万股 | $66.1万 | 2.5万股 | +160股+0.63% | 加仓 |
| AALTERITY THERAPEUTICS LTDATHE |
| 0.29% | 0.22% | $74.8万 | 13.9万股 | $48.5万 | 13.9万股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.28% | 0.4% | $74.4万 | 1,460股 | $87.7万 | 1,450股 | +10股+0.69% | 加仓 |
| S六旗FUN |
| 0.28% | 0.27% | $72.0万 | 3.4万股 | $60.1万 | 3.4万股 | -29股-0.09% | 减仓 |
 MGIC INVT WISMTG |
| 0.26% | 0.29% | $68.3万 | 2.4万股 | $63.2万 | 2.4万股 | +139股+0.58% | 加仓 |
