 英伟达NVDA |
| 19.05% | 17.85% | $4,487.6万 | 22.4万股 | $4,069.9万 | 23.3万股 | -9,085股-3.89% | 减仓 |
 微软MSFT |
| 7.14% | 7.51% | $1,683.0万 | 4.5万股 | $1,713.6万 | 4.6万股 | -1,175股-2.54% | 减仓 |
 摩根大通JPM |
| 5.3% | 5.14% | $1,249.5万 | 3.8万股 | $1,171.7万 | 4.0万股 | -1,660股-4.17% | 减仓 |
 谷歌AGOOGL |
| 5.28% | 4.66% | $1,244.9万 | 3.5万股 | $1,062.2万 | 3.7万股 | -2,105股-5.70% | 减仓 |
 思科CSCO |
| 4.77% | 3.51% | $1,124.1万 | 9.6万股 | $799.8万 | 10.3万股 | -7,380股-7.16% | 减仓 |
 雷神技术RTX |
| 4.37% | 4.82% | $1,029.8万 | 5.4万股 | $1,100.3万 | 5.7万股 | -2,765股-4.85% | 减仓 |
 沃尔玛WMT |
| 4.23% | 5.06% | $997.4万 | 8.8万股 | $1,153.7万 | 9.3万股 | -4,770股-5.14% | 减仓 |
 亚马逊AMZN |
| 3.92% | 3.75% | $922.9万 | 3.9万股 | $854.9万 | 4.1万股 | -2,005股-4.92% | 减仓 |
 德州仪器TXN |
| 3.91% | 2.76% | $921.3万 | 3.1万股 | $628.8万 | 3.2万股 | -1,480股-4.57% | 减仓 |
 强生JNJ |
| 3.74% | 3.95% | $880.7万 | 3.5万股 | $900.6万 | 3.7万股 | -2,165股-5.88% | 减仓 |
 PHILIP MORRIS INTLPM |
| 3.58% | 3.57% | $843.0万 | 4.7万股 | $813.8万 | 4.9万股 | -2,625股-5.33% | 减仓 |
 WELLTOWER COMWELL |
| 3.22% | 3.04% | $758.4万 | 3.3万股 | $694.0万 | 3.5万股 | -1,685股-4.80% | 减仓 |
 洛克希德马丁LMT |
| 3.1% | 3.95% | $731.2万 | 1.4万股 | $901.3万 | 1.5万股 | -560股-3.76% | 减仓 |
| BBANK OF AMERBAC |
| 2.87% | 2.67% | $675.4万 | 11.9万股 | $609.7万 | 12.5万股 | -6,550股-5.24% | 减仓 |
 贝莱德·INC COMBLK |
| 2.85% | 3.15% | $672.3万 | 6,992股 | $718.5万 | 7,471股 | -479股-6.41% | 减仓 |
 雪佛龙CVX |
| 2.85% | 3.86% | $671.9万 | 4.1万股 | $880.4万 | 4.3万股 | -2,016股-4.74% | 减仓 |
 埃克森美孚XOM |
| 2.66% | 3.55% | $625.8万 | 4.6万股 | $810.6万 | 4.8万股 | -2,010股-4.21% | 减仓 |
 家得宝HD |
| 2.63% | 2.62% | $619.9万 | 1.8万股 | $598.0万 | 1.8万股 | -605股-3.33% | 减仓 |
 L3哈里斯LHX |
| 2.57% | 3.36% | $605.9万 | 2.1万股 | $766.4万 | 2.2万股 | -1,355股-6.10% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 2.39% | 3.54% | $562.5万 | 1.1万股 | $806.7万 | 1.2万股 | -780股-6.60% | 减仓 |
| S嘉信·USSCHX |
| 2.27% | 2.1% | $534.8万 | 18.2万股 | $478.2万 | 18.6万股 | -4,790股-2.57% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.81% | 2.06% | $426.1万 | 11.6万股 | $469.0万 | 12.4万股 | -8,050股-6.49% | 减仓 |
| SSpaceXSPCX |
| 1.55% | — | $366.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 林德LIN |
| 0.55% | 0.58% | $129.5万 | 2,495股 | $131.9万 | 2,660股 | -165股-6.20% | 减仓 |
| S嘉信·USSCHA |
| 0.47% | 0.39% | $109.6万 | 3.0万股 | $89.1万 | 3.1万股 | -325股-1.06% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.39% | 0.38% | $90.8万 | 1,815股 | $87.0万 | 1,815股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.37% | 0.3% | $86.9万 | 1,180股 | $68.2万 | 1,182股 | -2股-0.17% | 减仓 |
 宝洁PG |
| 0.36% | 0.37% | $85.7万 | 5,844股 | $84.4万 | 5,844股 | 00.00% | 持仓不变 |
| V先锋领航全球基金VGT |
| 0.29% | 0.24% | $68.7万 | 5,748股 | $54.1万 | 775股 | +4,973股+641.68% | 加仓 |
| S嘉信策略信托SCHM |
| 0.29% | 0.26% | $68.4万 | 1.9万股 | $58.7万 | 1.9万股 | -405股-2.14% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.25% | 0.23% | $59.7万 | 799股 | $52.0万 | 799股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.25% | 0.18% | $59.1万 | 3,100股 | $41.2万 | 3,100股 | 00.00% | 持仓不变 |
 VanEck ETF信托SMH |
| 0.22% | 0.13% | $51.4万 | 784股 | $30.1万 | 784股 | 00.00% | 持仓不变 |
| NNAVITAS SEMICONDUCTORNVTS |
| 0.19% | 0.19% | $45.3万 | 2.5万股 | $44.1万 | 5.0万股 | -2.5万股-49.72% | 减仓 |
 苹果AAPL |
| 0.17% | 0.16% | $40.9万 | 1,412股 | $35.8万 | 1,411股 | +1股+0.07% | 加仓 |
 BUSINESS FIRST BANCSHARES INC COMBFST |
| 0.13% | 0.12% | $30.7万 | 1.0万股 | $27.0万 | 1.0万股 | 00.00% | 持仓不变 |
