 英伟达NVDA |
| 6.25% | 6.72% | $1,392.9万 | 7.0万股 | $1,194.2万 | 6.8万股 | +1,143股+1.67% | 加仓 |
 苹果AAPL |
| 5.28% | 5.6% | $1,176.6万 | 4.1万股 | $996.2万 | 3.9万股 | +1,407股+3.58% | 加仓 |
 微软MSFT |
| 3.53% | 4.28% | $786.8万 | 2.1万股 | $760.3万 | 2.1万股 | +555股+2.70% | 加仓 |
 亚马逊AMZN |
| 3.1% | 3.09% | $690.6万 | 2.9万股 | $549.6万 | 2.6万股 | +2,585股+9.80% | 加仓 |
 谷歌AGOOGL |
| 2.6% | 2.54% | $579.7万 | 1.6万股 | $452.4万 | 1.6万股 | +488股+3.10% | 加仓 |
 博通AVGO |
| 2.38% | 2.44% | $529.6万 | 1.4万股 | $433.9万 | 1.4万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 2.27% | — | $504.8万 | 6,740股 | $0 | 0股 | +6,740股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 2.25% | 2.29% | $501.7万 | 1.4万股 | $407.3万 | 1.4万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.84% | 2.08% | $410.0万 | 7,278股 | $369.5万 | 6,458股 | +820股+12.70% | 加仓 |
 美光科技MU |
| 1.82% | 0.67% | $406.2万 | 3,519股 | $118.9万 | 3,519股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.75% | 1.59% | $390.5万 | 9,285股 | $283.1万 | 7,616股 | +1,669股+21.91% | 加仓 |
 AMD超威AMD |
| 1.44% | 0.6% | $321.5万 | 5,535股 | $106.8万 | 5,251股 | +284股+5.41% | 加仓 |
 礼来LLY |
| 1.41% | 1.21% | $313.4万 | 2,613股 | $215.0万 | 2,338股 | +275股+11.76% | 加仓 |
 摩根大通JPM |
| 1.34% | 1.47% | $299.5万 | 9,150股 | $262.2万 | 8,913股 | +237股+2.66% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.29% | 1.37% | $287.8万 | 5,752股 | $243.1万 | 5,073股 | +679股+13.38% | 加仓 |
| G通用动力VTI |
| 1.23% | — | $275.0万 | 7,410股 | $0 | 0股 | +7,410股 | 新买入 |
 英特尔INTC |
| 0.99% | 0.36% | $220.0万 | 1.6万股 | $63.3万 | 1.4万股 | +1,415股+9.87% | 加仓 |
 VisaV |
| 0.86% | 0.85% | $190.8万 | 5,560股 | $150.5万 | 4,978股 | +582股+11.69% | 加仓 |
 应用材料AMAT |
| 0.79% | 0.47% | $175.8万 | 2,432股 | $83.1万 | 2,432股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.78% | 0.48% | $174.3万 | 4,020股 | $86.0万 | 4,020股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.75% | 1.17% | $166.9万 | 1.2万股 | $207.1万 | 1.2万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.71% | 0.59% | $159.2万 | 800股 | $105.7万 | 800股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.71% | 0.59% | $157.2万 | 1,476股 | $104.6万 | 1,476股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.7% | 0.58% | $156.6万 | 1.3万股 | $103.4万 | 1.3万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.7% | 0.71% | $155.3万 | 6,115股 | $126.7万 | 5,185股 | +930股+17.94% | 加仓 |
 艾伯维ABBV |
| 0.67% | 0.64% | $148.3万 | 5,893股 | $113.7万 | 5,230股 | +663股+12.68% | 加仓 |
 沃尔玛WMT |
| 0.63% | 0.87% | $140.2万 | 1.2万股 | $154.2万 | 1.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.57% | 0.7% | $127.4万 | 2,481股 | $124.0万 | 2,481股 | 00.00% | 持仓不变 |
| V先锋领航·FTSEVEA |
| 0.57% | — | $127.3万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 科磊KLAC |
| 0.56% | 0.34% | $125.5万 | 4,160股 | $61.3万 | 416股 | +3,744股+900.00% | 加仓 |
 GE航空GE |
| 0.54% | 0.52% | $121.1万 | 3,241股 | $92.1万 | 3,241股 | 00.00% | 持仓不变 |
| SSANDISK COMSNDK |
| 0.52% | 0.17% | $116.0万 | 510股 | $30.7万 | 483股 | +27股+5.59% | 加仓 |
 联合健康UNH |
| 0.5% | 0.35% | $111.1万 | 2,674股 | $61.5万 | 2,274股 | +400股+17.59% | 加仓 |
| BBANK OF AMERBAC |
| 0.5% | 0.37% | $110.9万 | 1.9万股 | $65.1万 | 1.3万股 | +6,104股+45.70% | 加仓 |
 可口可乐KO |
| 0.49% | 0.52% | $108.2万 | 1.3万股 | $93.3万 | 1.2万股 | +1,042股+8.55% | 加仓 |
 PALO ALTOPANW |
| 0.48% | 0.22% | $107.9万 | 3,164股 | $38.8万 | 2,420股 | +744股+30.74% | 加仓 |
 家得宝HD |
| 0.48% | 0.53% | $107.5万 | 3,047股 | $93.8万 | 2,853股 | +194股+6.80% | 加仓 |
 好市多COST |
| 0.48% | 0.64% | $106.2万 | 1,135股 | $113.1万 | 1,135股 | 00.00% | 持仓不变 |
 高盛GS |
| 0.46% | 0.48% | $101.8万 | 1,007股 | $85.2万 | 1,007股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.45% | 0.76% | $99.9万 | 1.4万股 | $134.5万 | 1.4万股 | -1股-0.01% | 减仓 |
 默沙东MRK |
| 0.44% | 0.51% | $98.0万 | 7,577股 | $90.6万 | 7,482股 | +95股+1.27% | 加仓 |
 GE VernovaGEV |
| 0.43% | 0.4% | $95.7万 | 814股 | $71.1万 | 814股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.41% | 0.5% | $92.3万 | 1.1万股 | $88.9万 | 1.1万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.41% | 0.51% | $90.7万 | 6,187股 | $90.0万 | 6,233股 | -46股-0.74% | 减仓 |
 德州仪器TXN |
| 0.4% | 0.2% | $88.9万 | 2,983股 | $34.9万 | 1,796股 | +1,187股+66.09% | 加仓 |
 雪佛龙CVX |
| 0.4% | 0.62% | $88.8万 | 5,356股 | $110.8万 | 5,356股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.4% | 0.37% | $88.2万 | 3,136股 | $66.5万 | 2,744股 | +392股+14.29% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.4% | 0.4% | $88.1万 | 4,830股 | $71.2万 | 4,270股 | +560股+13.11% | 加仓 |
 雷神技术RTX |
| 0.39% | 0.5% | $86.9万 | 4,579股 | $88.3万 | 4,579股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.39% | 0.57% | $86.2万 | 7,385股 | $101.1万 | 6,913股 | +472股+6.83% | 加仓 |
