 苹果AAPL |
| 20.76% | 21.87% | $3,959.9万 | 13.7万股 | $3,463.1万 | 13.6万股 | +393股+0.29% | 加仓 |
 英伟达NVDA |
| 7.39% | 7.7% | $1,410.4万 | 7.0万股 | $1,219.8万 | 7.0万股 | +544股+0.78% | 加仓 |
 泛林集团LRCX |
| 6.2% | 3.67% | $1,182.3万 | 2.7万股 | $581.3万 | 2.7万股 | +77股+0.28% | 加仓 |
| V先锋领航指数基金VOO |
| 5.13% | 4.87% | $978.2万 | 1.3万股 | $770.8万 | 1.3万股 | -72股-0.54% | 减仓 |
 直觉外科ISRG |
| 4.22% | 5.83% | $806.0万 | 2.0万股 | $923.6万 | 2.0万股 | +232股+1.16% | 加仓 |
| G通用动力VTI |
| 3.55% | 3.72% | $677.0万 | 1.8万股 | $589.2万 | 1.8万股 | -71股-0.39% | 减仓 |
 WILLIAMS SONOMAWSM |
| 3.07% | 2.82% | $584.9万 | 2.5万股 | $446.9万 | 2.5万股 | +582股+2.37% | 加仓 |
 谷歌AGOOGL |
| 2.9% | 2.76% | $552.6万 | 1.5万股 | $437.4万 | 1.5万股 | +252股+1.66% | 加仓 |
 万事达MA |
| 2.7% | 3.1% | $516.0万 | 1.0万股 | $491.5万 | 9,836股 | +210股+2.14% | 加仓 |
 好市多COST |
| 2.26% | 2.83% | $431.1万 | 4,608股 | $448.9万 | 4,505股 | +103股+2.29% | 加仓 |
 VisaV |
| 2.14% | 2.21% | $408.6万 | 1.2万股 | $349.6万 | 1.2万股 | +341股+2.95% | 加仓 |
 德州仪器TXN |
| 1.87% | 1.41% | $356.5万 | 1.2万股 | $223.9万 | 1.2万股 | +428股+3.71% | 加仓 |
 星巴克SBUX |
| 1.72% | 1.82% | $328.2万 | 3.2万股 | $287.8万 | 3.2万股 | -15股-0.05% | 减仓 |
 亚马逊AMZN |
| 1.44% | 1.48% | $274.0万 | 1.1万股 | $233.8万 | 1.1万股 | +269股+2.40% | 加仓 |
 嘉信理财SCHW |
| 1.36% | 1.67% | $259.5万 | 2.8万股 | $264.3万 | 2.8万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.34% | 1.56% | $255.6万 | 1.7万股 | $246.9万 | 1.7万股 | +653股+3.89% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 1.34% | 1.43% | $255.2万 | 1.3万股 | $226.6万 | 1.3万股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 1.3% | 1.33% | $248.5万 | 2.7万股 | $210.0万 | 2.6万股 | +1,247股+4.75% | 加仓 |
 卡特彼勒CAT |
| 1.27% | 0.94% | $241.7万 | 2,270股 | $149.6万 | 2,111股 | +159股+7.53% | 加仓 |
 英特尔INTC |
| 1.23% | 0.47% | $234.6万 | 1.7万股 | $74.2万 | 1.7万股 | 00.00% | 持仓不变 |
 BlockXYZ |
| 1.23% | 1.18% | $234.5万 | 3.1万股 | $187.3万 | 3.1万股 | -272股-0.87% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.15% | 1.39% | $219.7万 | 2.8万股 | $220.8万 | 2.8万股 | -60股-0.22% | 减仓 |
 IDEXX LABS COMIDXX |
| 1.14% | 1.46% | $216.5万 | 4,113股 | $231.1万 | 4,113股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 1.11% | 1.27% | $211.7万 | 2,201股 | $201.8万 | 2,098股 | +103股+4.91% | 加仓 |
 应用材料AMAT |
| 1.09% | 0.56% | $207.8万 | 2,873股 | $88.5万 | 2,590股 | +283股+10.93% | 加仓 |
 达维塔DVA |
| 1.03% | 0.86% | $197.2万 | 8,864股 | $136.2万 | 8,864股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.9% | 0.87% | $170.8万 | 4,835股 | $138.3万 | 4,820股 | +15股+0.31% | 加仓 |
 CrowdStrikeCRWD |
| 0.87% | 0.48% | $165.2万 | 2,165股 | $75.2万 | 1,927股 | +238股+12.35% | 加仓 |
| SSANDISK COMSNDK |
| 0.83% | 0.27% | $158.7万 | 698股 | $42.1万 | 663股 | +35股+5.28% | 加仓 |
 LANTHEUSLNTH |
| 0.83% | 0.62% | $158.3万 | 1.4万股 | $98.5万 | 1.3万股 | +1,276股+9.82% | 加仓 |
 思科CSCO |
| 0.81% | 0.64% | $155.0万 | 1.3万股 | $100.6万 | 1.3万股 | +230股+1.77% | 加仓 |
 财捷INTU |
| 0.81% | 1.57% | $154.5万 | 5,920股 | $248.6万 | 5,750股 | +170股+2.96% | 加仓 |
 AMD超威AMD |
| 0.76% | 0.27% | $144.6万 | 2,489股 | $42.3万 | 2,080股 | +409股+19.66% | 加仓 |
 ChipotleCMG |
| 0.71% | 0.81% | $136.3万 | 4.0万股 | $128.4万 | 4.0万股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 0.61% | 1.11% | $117.2万 | 3.7万股 | $175.1万 | 3.9万股 | -1,565股-4.05% | 减仓 |
 西部数据WDC |
| 0.56% | 0.29% | $107.8万 | 1,687股 | $45.6万 | 1,687股 | 00.00% | 持仓不变 |
| N纳斯达克NDAQ |
| 0.56% | 0.73% | $107.0万 | 1.4万股 | $115.3万 | 1.4万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.55% | 0.63% | $105.8万 | 3,361股 | $99.9万 | 3,039股 | +322股+10.60% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.54% | $98.5万 | 1,319股 | $85.8万 | 1,319股 | 00.00% | 持仓不变 |
| DDICKS SPORTING GOODSDKS |
| 0.48% | 0.51% | $92.3万 | 4,068股 | $80.7万 | 4,070股 | -2股-0.05% | 减仓 |
| IiShares安硕信托IWV |
| 0.46% | 0.48% | $87.0万 | 2,040股 | $75.6万 | 2,040股 | 00.00% | 持仓不变 |
| TTOLL BROTHERSTOL |
| 0.46% | 0.39% | $86.9万 | 5,275股 | $61.8万 | 4,530股 | +745股+16.45% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.44% | 0.52% | $83.6万 | 1,671股 | $82.3万 | 1,717股 | -46股-2.68% | 减仓 |
 TREXTREX |
| 0.43% | 0.38% | $81.5万 | 1.6万股 | $60.5万 | 1.7万股 | -320股-1.93% | 减仓 |
| UU S PHYSICAL THERAPYUSPH |
| 0.42% | 0.6% | $79.7万 | 1.2万股 | $94.9万 | 1.3万股 | -1,060股-8.37% | 减仓 |
 GoDaddyGDDY |
| 0.41% | 0.48% | $77.5万 | 9,132股 | $75.5万 | 9,132股 | 00.00% | 持仓不变 |
 康宁GLW |
| 0.41% | 0.24% | $77.4万 | 3,030股 | $37.8万 | 2,780股 | +250股+8.99% | 加仓 |
 PALO ALTOPANW |
| 0.4% | 0.16% | $75.4万 | 2,212股 | $25.9万 | 1,618股 | +594股+36.71% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.38% | 0.54% | $71.8万 | 5,833股 | $85.5万 | 5,438股 | +395股+7.26% | 加仓 |
 奎斯特诊断DGX |
| 0.35% | 0.39% | $66.7万 | 3,145股 | $61.6万 | 3,145股 | 00.00% | 持仓不变 |
