 苹果AAPL |
| 5.85% | 4.69% | $2.43亿 | 165.1万股 | $2.49亿 | 154.0万股 | +11.1万股+7.20% | 加仓 |
 亚马逊AMZN |
| 5.54% | 3.51% | $2.30亿 | 163.2万股 | $1.87亿 | 159.4万股 | +3.9万股+2.42% | 加仓 |
 微软MSFT |
| 2.79% | 4.29% | $1.16亿 | 42.8万股 | $2.28亿 | 76.1万股 | -33.3万股-43.75% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.67% | 1.88% | $1.11亿 | 120.1万股 | $1.00亿 | 119.4万股 | +6,862股+0.57% | 加仓 |
 万事达MA |
| 2.67% | 2.32% | $1.11亿 | 30.7万股 | $1.23亿 | 36.6万股 | -5.9万股-16.05% | 减仓 |
 好市多COST |
| 2.51% | 1.92% | $1.04亿 | 14.4万股 | $1.02亿 | 15.7万股 | -1.3万股-8.20% | 减仓 |
 Meta平台META |
| 2.5% | 1.59% | $1.04亿 | 21.4万股 | $8,462.6万 | 23.9万股 | -2.5万股-10.54% | 减仓 |
| T赛默飞世尔TMO |
| 2.47% | 1.79% | $1.03亿 | 17.7万股 | $9,503.2万 | 17.9万股 | -2,346股-1.31% | 减仓 |
 谷歌AGOOGL |
| 2.44% | 1.57% | $1.02亿 | 67.3万股 | $8,346.1万 | 59.7万股 | +7.5万股+12.59% | 加仓 |
 摩根大通JPM |
| 2.26% | 1.78% | $9,370.0万 | 46.8万股 | $9,470.4万 | 55.7万股 | -8.9万股-15.96% | 减仓 |
 AMD超威AMD |
| 1.83% | 1.21% | $7,592.3万 | 42.1万股 | $6,410.1万 | 43.5万股 | -1.4万股-3.26% | 减仓 |
 BOOKING COMBKNG |
| 1.5% | 1.18% | $6,216.4万 | 1.7万股 | $6,271.5万 | 1.8万股 | -546股-3.09% | 减仓 |
 FICOFICO |
| 1.4% | — | $5,825.1万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 TradewebTW |
| 1.39% | 0.95% | $5,759.5万 | 55.3万股 | $5,045.8万 | 55.5万股 | -2,328股-0.42% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.37% | 4.36% | $5,684.2万 | 10.8万股 | $2.32亿 | 48.7万股 | -37.9万股-77.75% | 减仓 |
 家得宝HD |
| 1.33% | 0.89% | $5,519.7万 | 14.4万股 | $4,726.9万 | 13.6万股 | +7,469股+5.48% | 加仓 |
 ADOBE COMADBE |
| 1.3% | 0.75% | $5,394.9万 | 10.7万股 | $4,012.5万 | 6.7万股 | +4.0万股+58.97% | 加仓 |
 CoStarCSGP |
| 1.2% | 0.85% | $4,998.4万 | 51.7万股 | $4,532.3万 | 51.9万股 | -1,203股-0.23% | 减仓 |
 贝莱德·INC COMBLK |
| 1.09% | 0.79% | $4,537.9万 | 5.4万股 | $4,176.6万 | 5.1万股 | +2,982股+5.80% | 加仓 |
 赛富时CRM |
| 1.07% | 0.83% | $4,457.4万 | 14.8万股 | $4,439.5万 | 16.9万股 | -2.1万股-12.28% | 减仓 |
 WorkdayWDAY |
| 1.05% | 0.81% | $4,343.4万 | 15.9万股 | $4,299.1万 | 15.6万股 | +3,515股+2.26% | 加仓 |
| BBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETFXONE |
| 1% | 0.84% | $4,147.1万 | 83.6万股 | $4,463.6万 | 89.2万股 | -5.7万股-6.37% | 减仓 |
 诺和诺德NVO |
| 0.96% | 0.05% | $4,008.8万 | 31.2万股 | $247.1万 | 2.4万股 | +28.8万股+1,208.62% | 加仓 |
| I景顺QQQ信托VOO |
| 0.95% | 0.84% | $3,942.4万 | 8.9万股 | $4,471.2万 | 10.9万股 | -2.0万股-18.74% | 减仓 |
 霍尼韦尔HON |
| 0.94% | 0.89% | $3,900.5万 | 19.0万股 | $4,712.8万 | 22.5万股 | -3.5万股-15.46% | 减仓 |
 标普全球SPGI |
| 0.89% | 0.78% | $3,714.6万 | 8.7万股 | $4,155.9万 | 9.4万股 | -6,927股-7.35% | 减仓 |
 史赛克SYK |
| 0.87% | 0.58% | $3,606.9万 | 10.1万股 | $3,070.6万 | 10.3万股 | -1,748股-1.70% | 减仓 |
 欧特克ADSK |
| 0.83% | 0.62% | $3,464.4万 | 13.3万股 | $3,274.0万 | 13.4万股 | -1,436股-1.07% | 减仓 |
 ServiceNowNOW |
| 0.83% | 0.56% | $3,436.5万 | 4.5万股 | $2,999.9万 | 4.2万股 | +2,612股+6.15% | 加仓 |
 雪佛龙CVX |
| 0.8% | 0.58% | $3,325.7万 | 21.1万股 | $3,073.9万 | 20.6万股 | +4,743股+2.30% | 加仓 |
 AON SHS CL AAON |
| 0.79% | 0.54% | $3,300.7万 | 9.9万股 | $2,885.1万 | 9.9万股 | -229股-0.23% | 减仓 |
 星巴克SBUX |
| 0.79% | 0.74% | $3,272.5万 | 36.0万股 | $3,959.6万 | 41.2万股 | -5.3万股-12.81% | 减仓 |
 EOG资源EOG |
| 0.78% | 0.57% | $3,222.3万 | 25.2万股 | $3,005.7万 | 24.9万股 | +3,537股+1.42% | 加仓 |
 安费诺APH |
| 0.77% | 0.51% | $3,200.5万 | 27.7万股 | $2,707.3万 | 27.3万股 | +4,230股+1.55% | 加仓 |
 ALTRIAMO |
| 0.77% | 0.55% | $3,196.9万 | 73.1万股 | $2,901.4万 | 71.8万股 | +1.3万股+1.86% | 加仓 |
 财捷INTU |
| 0.71% | 1.03% | $2,933.6万 | 4.5万股 | $5,467.8万 | 8.7万股 | -4.2万股-48.19% | 减仓 |
 星座品牌STZ |
| 0.69% | 0.48% | $2,879.1万 | 10.6万股 | $2,579.2万 | 10.7万股 | -743股-0.70% | 减仓 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.69% | 0.58% | $2,877.2万 | 19.4万股 | $3,098.0万 | 19.2万股 | +1,283股+0.67% | 加仓 |
 CHUBB LIMITEDCB |
| 0.68% | 0.49% | $2,838.3万 | 10.9万股 | $2,583.0万 | 11.4万股 | -4,793股-4.21% | 减仓 |
 联合健康UNH |
| 0.66% | 1.46% | $2,749.2万 | 5.6万股 | $7,763.0万 | 14.7万股 | -9.2万股-62.29% | 减仓 |
 COMCAST NEW CL ACMCSA |
| 0.65% | 0.65% | $2,692.7万 | 62.1万股 | $3,443.9万 | 78.5万股 | -16.4万股-20.91% | 减仓 |
 布鲁克菲尔德BN |
| 0.63% | 0.46% | $2,615.4万 | 62.5万股 | $2,451.0万 | 61.1万股 | +1.4万股+2.25% | 加仓 |
 卡特彼勒CAT |
| 0.63% | 0.02% | $2,608.7万 | 7.1万股 | $81.8万 | 2,763股 | +6.8万股+2,476.44% | 加仓 |
 Roper科技ROP |
| 0.62% | 0.47% | $2,571.3万 | 8.9万股 | $2,504.2万 | 8.9万股 | -558股-0.62% | 减仓 |
 雷神技术RTX |
| 0.6% | 0.41% | $2,498.8万 | 25.6万股 | $2,159.5万 | 25.7万股 | -446股-0.17% | 减仓 |
| V先锋领航指数基金VOO |
| 0.6% | 0.38% | $2,473.1万 | 5.1万股 | $2,024.5万 | 4.6万股 | +5,098股+11.00% | 加仓 |
| F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.59% | 0.13% | $2,454.3万 | 15.7万股 | $694.3万 | 4.8万股 | +10.9万股+226.02% | 加仓 |
 达美乐披萨DPZ |
| 0.58% | 0.37% | $2,393.9万 | 4.8万股 | $1,988.5万 | 4.8万股 | -98股-0.20% | 减仓 |
 阿默普莱斯AMP |
| 0.57% | 0.04% | $2,357.6万 | 5.4万股 | $226.8万 | 5,925股 | +4.8万股+805.43% | 加仓 |
| IiShares安硕·GLOBAL ENERGY ETFIXC |
| 0.56% | 0.44% | $2,332.3万 | 54.3万股 | $2,365.8万 | 60.5万股 | -6.2万股-10.23% | 减仓 |
