 希捷STX |
| 5.1% | 3.6% | $1,128.1万 | 1.2万股 | $657.5万 | 1.7万股 | -5,093股-30.35% | 减仓 |
 卡特彼勒CAT |
| 4.57% | 4.01% | $1,010.9万 | 9,493股 | $732.4万 | 1.0万股 | -844股-8.16% | 减仓 |
 泛林集团LRCX |
| 3.8% | 2.65% | $840.9万 | 1.9万股 | $484.6万 | 2.3万股 | -3,274股-14.44% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 3.79% | 2.15% | $838.9万 | 1.9万股 | $391.8万 | 2.4万股 | -4,429股-18.55% | 减仓 |
 博通AVGO |
| 3.65% | 3.81% | $807.3万 | 2.1万股 | $696.5万 | 2.3万股 | -1,130股-5.02% | 减仓 |
 苹果AAPL |
| 3.61% | 3.84% | $797.8万 | 2.8万股 | $701.1万 | 2.8万股 | -55股-0.20% | 减仓 |
 英伟达NVDA |
| 3.42% | 3.66% | $756.2万 | 3.8万股 | $667.4万 | 3.8万股 | -471股-1.23% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.06% | 3.11% | $677.2万 | 1.9万股 | $567.7万 | 2.0万股 | -618股-3.12% | 减仓 |
 UNITED RENTALSURI |
| 2.87% | 2.22% | $634.9万 | 5,604股 | $404.9万 | 5,555股 | +49股+0.88% | 加仓 |
 迪尔DE |
| 2.7% | 2.91% | $596.9万 | 9,410股 | $531.9万 | 9,441股 | -31股-0.33% | 减仓 |
 亚马逊AMZN |
| 2.69% | 2.85% | $594.9万 | 2.5万股 | $520.4万 | 2.5万股 | -21股-0.08% | 减仓 |
 微软MSFT |
| 2.38% | 2.81% | $527.2万 | 1.4万股 | $512.9万 | 1.4万股 | +279股+2.01% | 加仓 |
 Meta平台META |
| 2.32% | 2.58% | $512.8万 | 9,104股 | $471.7万 | 8,243股 | +861股+10.45% | 加仓 |
 艾伯维ABBV |
| 2.07% | 2.13% | $457.2万 | 1.8万股 | $389.6万 | 1.8万股 | +256股+1.43% | 加仓 |
 好市多COST |
| 1.93% | 2.49% | $428.0万 | 4,575股 | $454.7万 | 4,559股 | +16股+0.35% | 加仓 |
 家得宝HD |
| 1.62% | 1.96% | $358.8万 | 1.0万股 | $358.2万 | 1.1万股 | -718股-6.59% | 减仓 |
 康明斯CMI |
| 1.55% | 1.44% | $342.7万 | 4,804股 | $263.1万 | 4,886股 | -82股-1.68% | 减仓 |
 VisaV |
| 1.47% | 1.56% | $324.7万 | 9,464股 | $284.3万 | 9,401股 | +63股+0.67% | 加仓 |
 雷神技术RTX |
| 1.46% | 1.83% | $323.3万 | 1.7万股 | $334.0万 | 1.7万股 | -270股-1.56% | 减仓 |
 台积电TSM |
| 1.44% | 1.35% | $319.1万 | 6,682股 | $246.0万 | 7,279股 | -597股-8.20% | 减仓 |
 摩根大通JPM |
| 1.34% | 1.47% | $295.8万 | 9,038股 | $267.9万 | 9,107股 | -69股-0.76% | 减仓 |
 埃克森美孚XOM |
| 1.34% | 2.01% | $295.7万 | 2.2万股 | $367.0万 | 2.2万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.28% | 1.5% | $282.7万 | 1.7万股 | $274.5万 | 1.9万股 | -1,437股-7.60% | 减仓 |
| BBANK OF AMERBAC |
| 1.26% | 1.3% | $279.8万 | 4.9万股 | $238.1万 | 4.9万股 | +253股+0.52% | 加仓 |
 固安捷GWW |
| 1.18% | 1.15% | $261.5万 | 1,922股 | $210.4万 | 1,928股 | -6股-0.31% | 减仓 |
 GE VernovaGEV |
| 1.16% | 1.03% | $255.9万 | 2,178股 | $188.8万 | 2,163股 | +15股+0.69% | 加仓 |
 PALO ALTOPANW |
| 1.07% | 0.69% | $236.2万 | 6,926股 | $126.5万 | 7,890股 | -964股-12.22% | 减仓 |
 GE航空GE |
| 1.06% | 0.94% | $234.9万 | 6,285股 | $170.9万 | 6,022股 | +263股+4.37% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.99% | 1.03% | $219.7万 | 2.5万股 | $188.4万 | 2.5万股 | +56股+0.23% | 加仓 |
| IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP |
| 0.97% | 1.04% | $214.0万 | 1.5万股 | $190.1万 | 1.5万股 | -223股-1.50% | 减仓 |
| C花旗集团C |
| 0.9% | 0.89% | $198.3万 | 1.4万股 | $161.6万 | 1.4万股 | -83股-0.58% | 减仓 |
 科磊KLAC |
| 0.86% | 0.55% | $189.3万 | 6,273股 | $100.6万 | 683股 | +5,590股+818.45% | 加仓 |
 沃尔玛WMT |
| 0.84% | 1.13% | $186.3万 | 1.6万股 | $206.2万 | 1.7万股 | -142股-0.86% | 减仓 |
| IiShares安硕·RUSSELL 2000 GROWTH ETFIWO |
| 0.84% | 0.82% | $185.2万 | 4,702股 | $150.2万 | 4,784股 | -82股-1.71% | 减仓 |
 黑石集团BX |
| 0.82% | 0.95% | $182.0万 | 1.5万股 | $173.6万 | 1.5万股 | +374股+2.48% | 加仓 |
 福泰制药VRTX |
| 0.82% | 1.01% | $180.9万 | 3,642股 | $185.0万 | 4,143股 | -501股-12.09% | 减仓 |
| IiShares安硕信托IWS |
| 0.82% | 0.9% | $180.8万 | 1.1万股 | $164.4万 | 1.1万股 | -298股-2.64% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.79% | 0.85% | $174.4万 | 1.4万股 | $155.6万 | 3,649股 | +1.0万股+284.93% | 加仓 |
| IIBMIBM |
| 0.75% | 0.94% | $165.0万 | 5,866股 | $172.1万 | 7,101股 | -1,235股-17.39% | 减仓 |
| IiShares安硕·COREIJH |
| 0.74% | 0.8% | $163.5万 | 2.1万股 | $146.9万 | 2.2万股 | -542股-2.49% | 减仓 |
 TJXTJX |
| 0.73% | 0.91% | $160.9万 | 1.1万股 | $166.1万 | 1.0万股 | +223股+2.14% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.72% | 0.65% | $158.8万 | 4,231股 | $119.3万 | 4,295股 | -64股-1.49% | 减仓 |
 富达·NATL FINL INCFNF |
| 0.7% | 0.88% | $154.3万 | 3.3万股 | $160.6万 | 3.5万股 | -1,919股-5.54% | 减仓 |
 金佰利KMB |
| 0.69% | — | $153.6万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.69% | 0.7% | $153.3万 | 5,103股 | $128.6万 | 5,182股 | -79股-1.52% | 减仓 |
 美光科技MU |
| 0.68% | 0.28% | $150.6万 | 1,305股 | $50.2万 | 1,487股 | -182股-12.24% | 减仓 |
 TRAVELERS COSTRV |
| 0.66% | 0.7% | $146.1万 | 4,425股 | $127.7万 | 4,374股 | +51股+1.17% | 加仓 |
 WASTE MGMT DELWM |
| 0.63% | 0.68% | $140.1万 | 6,285股 | $124.2万 | 5,403股 | +882股+16.32% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.56% | 0.5% | $122.8万 | 6,448股 | $90.8万 | 6,828股 | -380股-5.57% | 减仓 |
 美国运通AXP |
| 0.54% | 0.45% | $120.2万 | 3,553股 | $81.7万 | 2,699股 | +854股+31.64% | 加仓 |
