 谷歌AGOOGL |
| 12.99% | 12.25% | $4,279.1万 | 12.0万股 | $3,443.2万 | 12.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 8.74% | 10.17% | $2,880.5万 | 7.7万股 | $2,858.5万 | 7.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 7.41% | 7.61% | $2,440.8万 | 8.4万股 | $2,140.7万 | 8.4万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 5.22% | 4.11% | $1,720.5万 | 8.6万股 | $1,156.3万 | 6.6万股 | +2.0万股+29.69% | 加仓 |
 美光科技MU |
| 5.01% | 1.17% | $1,650.4万 | 1.4万股 | $328.3万 | 9,717股 | +4,581股+47.14% | 加仓 |
| PPROLOGIS COMPLD |
| 4.05% | 4.63% | $1,333.0万 | 9.8万股 | $1,300.7万 | 9.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.79% | 3.6% | $1,248.3万 | 3.5万股 | $1,013.4万 | 3.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 3.56% | 3.67% | $1,172.5万 | 3.4万股 | $1,032.9万 | 3.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.5% | 3.58% | $1,152.6万 | 4.8万股 | $1,007.2万 | 4.8万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 3.3% | 4.25% | $1,088.1万 | 9.6万股 | $1,194.0万 | 9.6万股 | 00.00% | 持仓不变 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 3.28% | 3.1% | $1,080.1万 | 3.1万股 | $871.3万 | 3.1万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 3.21% | 2.73% | $1,057.0万 | 2.1万股 | $766.2万 | 2.1万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 3.09% | 3.63% | $1,018.1万 | 10.6万股 | $1,019.5万 | 10.6万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 2.93% | 2.63% | $964.2万 | 8,039股 | $739.4万 | 8,039股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 2.91% | 2.22% | $958.9万 | 3.2万股 | $624.5万 | 3.2万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 2.77% | 2.66% | $913.7万 | 2.4万股 | $748.7万 | 2.4万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 2.51% | 2.37% | $827.2万 | 1.7万股 | $666.8万 | 1.4万股 | +2,935股+21.64% | 加仓 |
 科磊KLAC |
| 2.47% | 1.41% | $813.1万 | 2.7万股 | $396.8万 | 2,695股 | +2.4万股+900.00% | 加仓 |
 宝洁PG |
| 2.33% | 2.69% | $768.8万 | 5.2万股 | $757.3万 | 5.2万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 2.2% | 2.73% | $725.0万 | 8.3万股 | $767.2万 | 8.3万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 2.13% | 2.34% | $702.1万 | 8.6万股 | $657.0万 | 8.6万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 1.94% | 2.02% | $639.4万 | 1.0万股 | $567.8万 | 1.0万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 1.9% | 2.38% | $626.1万 | 6.3万股 | $667.7万 | 6.4万股 | -803股-1.26% | 减仓 |
 宣伟SHW |
| 1.58% | 1.73% | $522.0万 | 1.5万股 | $486.0万 | 1.5万股 | 00.00% | 持仓不变 |
 林德LIN |
| 1.51% | — | $498.5万 | 9,607股 | $0 | 0股 | +9,607股 | 新买入 |
 飞塔FTNT |
| 1.47% | 0.92% | $483.9万 | 3.2万股 | $257.4万 | 3.2万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 1.18% | 1.32% | $388.7万 | 1.4万股 | $371.1万 | 1.4万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.95% | — | $311.6万 | 4,328股 | $0 | 0股 | +4,328股 | 新买入 |
 Arm控股ARM |
| 0.93% | 0.47% | $308.1万 | 8,688股 | $131.4万 | 8,688股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLE |
| 0.55% | 0.74% | $180.3万 | 3.4万股 | $208.0万 | 3.4万股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.45% | 0.61% | $147.9万 | 3,720股 | $171.5万 | 3,720股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.15% | 0.15% | $48.2万 | 1,147股 | $42.6万 | 1,147股 | 00.00% | 持仓不变 |
