 QUANTA SVCSPWR |
| 7.55% | 7.01% | $1.02亿 | 14.1万股 | $8,672.4万 | 15.8万股 | -1.7万股-10.54% | 减仓 |
 PALO ALTOPANW |
| 5.79% | 3.16% | $7,796.0万 | 22.9万股 | $3,903.5万 | 24.3万股 | -1.5万股-6.11% | 减仓 |
 苹果AAPL |
| 5.72% | 5.76% | $7,699.8万 | 26.6万股 | $7,126.8万 | 28.1万股 | -1.5万股-5.24% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.2% | 4.82% | $7,005.9万 | 19.8万股 | $5,962.5万 | 20.8万股 | -9,573股-4.61% | 减仓 |
 谷歌AGOOGL |
| 3.98% | 3.63% | $5,356.7万 | 15.0万股 | $4,490.7万 | 15.6万股 | -6,273股-4.02% | 减仓 |
 亚马逊AMZN |
| 3.5% | 3.5% | $4,719.2万 | 19.8万股 | $4,322.6万 | 20.8万股 | -9,549股-4.60% | 减仓 |
 VisaV |
| 3.3% | 3.32% | $4,439.4万 | 12.9万股 | $4,108.0万 | 13.6万股 | -6,522股-4.80% | 减仓 |
 Meta平台META |
| 2.84% | 3.32% | $3,819.5万 | 6.8万股 | $4,104.7万 | 7.2万股 | -3,937股-5.49% | 减仓 |
 迪尔DE |
| 2.8% | 2.9% | $3,776.2万 | 6.0万股 | $3,584.3万 | 6.4万股 | -4,100股-6.44% | 减仓 |
 英伟达NVDA |
| 2.8% | 2.52% | $3,775.5万 | 18.9万股 | $3,111.9万 | 17.8万股 | +1.0万股+5.75% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.46% | 2.75% | $3,315.8万 | 6.6万股 | $3,403.0万 | 7.1万股 | -4,751股-6.69% | 减仓 |
 BOOKING COMBKNG |
| 2.37% | 2.56% | $3,186.2万 | 17.9万股 | $3,171.3万 | 7,532股 | +17.1万股+2,273.31% | 加仓 |
 IQVIAIQV |
| 1.73% | 1.78% | $2,336.8万 | 12.1万股 | $2,196.0万 | 12.9万股 | -7,828股-6.08% | 减仓 |
| S嘉信·FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 1.7% | 1.67% | $2,292.2万 | 73.7万股 | $2,059.8万 | 74.0万股 | -2,555股-0.35% | 减仓 |
 瑞思迈RMD |
| 1.67% | 2.17% | $2,255.6万 | 11.6万股 | $2,689.8万 | 12.0万股 | -4,079股-3.40% | 减仓 |
 优步UBER |
| 1.48% | 1.66% | $1,991.3万 | 27.6万股 | $2,058.9万 | 28.6万股 | -1.0万股-3.59% | 减仓 |
 微软MSFT |
| 1.44% | 1.54% | $1,935.8万 | 5.2万股 | $1,901.5万 | 5.1万股 | +526股+1.02% | 加仓 |
| V先锋领航指数基金VOO |
| 1.43% | 1.34% | $1,932.8万 | 2.8万股 | $1,661.3万 | 2.8万股 | +339股+1.22% | 加仓 |
 JacobsJ |
| 1.43% | 1.62% | $1,928.9万 | 15.3万股 | $2,003.0万 | 15.7万股 | -4,278股-2.72% | 减仓 |
 再生元REGN |
| 1.28% | 1.8% | $1,727.4万 | 2.8万股 | $2,220.2万 | 2.9万股 | -1,032股-3.59% | 减仓 |
 星巴克SBUX |
| 1.23% | 1.24% | $1,655.1万 | 16.2万股 | $1,539.3万 | 17.2万股 | -9,855股-5.74% | 减仓 |
 百事可乐PEP |
| 1.17% | 1.49% | $1,577.3万 | 11.6万股 | $1,838.1万 | 11.8万股 | -1,871股-1.58% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.08% | 1.22% | $1,452.0万 | 9.6万股 | $1,509.8万 | 9.6万股 | -76股-0.08% | 减仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.05% | 0.73% | $1,412.9万 | 5.6万股 | $905.2万 | 6.0万股 | -4,502股-7.50% | 减仓 |
 SPHERE ENTERTAINMENTSPHR |
| 1% | 0.86% | $1,345.4万 | 7.8万股 | $1,061.8万 | 9.0万股 | -1.3万股-14.03% | 减仓 |
 BROOKFIELD RENEWABLEBEPC |
| 1% | 1.27% | $1,344.6万 | 36.2万股 | $1,564.6万 | 39.3万股 | -3.1万股-7.79% | 减仓 |
 迪士尼DIS |
| 0.9% | 1.05% | $1,213.5万 | 12.6万股 | $1,292.8万 | 13.4万股 | -8,061股-6.01% | 减仓 |
 爱德华生命科学EW |
| 0.87% | 0.87% | $1,172.4万 | 13.0万股 | $1,071.6万 | 13.4万股 | -4,208股-3.14% | 减仓 |
 强生JNJ |
| 0.85% | 0.91% | $1,141.2万 | 4.5万股 | $1,121.4万 | 4.6万股 | -942股-2.05% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.83% | 0.76% | $1,119.1万 | 4.3万股 | $946.0万 | 4.5万股 | -2,739股-6.05% | 减仓 |
| V先锋领航指数基金VUG |
| 0.8% | 0.73% | $1,071.1万 | 12.4万股 | $904.5万 | 2.1万股 | +10.4万股+500.50% | 加仓 |
 埃克森美孚XOM |
| 0.79% | 1.1% | $1,069.8万 | 7.8万股 | $1,360.8万 | 8.0万股 | -1,963股-2.45% | 减仓 |
 艺康ECL |
| 0.77% | 0.86% | $1,040.5万 | 3.7万股 | $1,061.9万 | 4.0万股 | -2,573股-6.45% | 减仓 |
| S嘉信策略信托SCHC |
| 0.75% | 0.76% | $1,005.2万 | 19.1万股 | $936.2万 | 19.1万股 | -822股-0.43% | 减仓 |
 空气化工APD |
| 0.73% | 0.89% | $980.9万 | 3.3万股 | $1,102.0万 | 3.8万股 | -4,478股-11.80% | 减仓 |
 摩根大通JPM |
| 0.71% | 0.71% | $955.9万 | 2.9万股 | $882.2万 | 3.0万股 | -788股-2.63% | 减仓 |
 标普全球SPGI |
| 0.7% | 0.77% | $936.3万 | 2.3万股 | $955.6万 | 2.2万股 | +524股+2.33% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.68% | 0.7% | $915.4万 | 18.1万股 | $868.8万 | 17.4万股 | +6,836股+3.93% | 加仓 |
 阿斯麦ASML |
| 0.68% | 0.5% | $909.5万 | 4,572股 | $613.3万 | 4,644股 | -72股-1.55% | 减仓 |
 VeevaVEEV |
| 0.66% | 0.66% | $884.6万 | 5.0万股 | $814.5万 | 4.6万股 | +3,475股+7.49% | 加仓 |
 AMERICAN TOWER COMAMT |
| 0.62% | 0.72% | $830.9万 | 5.1万股 | $887.7万 | 5.1万股 | -639股-1.24% | 减仓 |
 赛莱默XYL |
| 0.62% | 0.67% | $829.1万 | 7.0万股 | $825.3万 | 6.9万股 | +1,080股+1.56% | 加仓 |
| V先锋领航指数基金VTV |
| 0.56% | 0.54% | $754.3万 | 3.5万股 | $664.7万 | 3.4万股 | +737股+2.18% | 加仓 |
 沃尔玛WMT |
| 0.54% | 0.84% | $721.6万 | 6.4万股 | $1,033.8万 | 8.3万股 | -1.9万股-23.40% | 减仓 |
 直觉外科ISRG |
| 0.5% | 0.63% | $669.3万 | 1.7万股 | $782.1万 | 1.7万股 | -135股-0.80% | 减仓 |
 Invitation HomesINVH |
| 0.46% | 0.48% | $615.8万 | 20.4万股 | $588.1万 | 23.7万股 | -3.3万股-13.87% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.45% | 0.53% | $608.7万 | 19.0万股 | $656.6万 | 19.6万股 | -5,430股-2.77% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.44% | 0.36% | $592.2万 | 7,931股 | $445.8万 | 6,855股 | +1,076股+15.70% | 加仓 |
| G通用动力VTI |
| 0.43% | 0.39% | $577.9万 | 1.6万股 | $485.9万 | 1.5万股 | +470股+3.10% | 加仓 |
| IIBMIBM |
| 0.43% | 0.41% | $575.1万 | 2.0万股 | $504.0万 | 2.1万股 | -340股-1.64% | 减仓 |
