 英伟达NVDA |
| 8.14% | 8.59% | $3,240.5万 | 16.2万股 | $2,812.5万 | 16.1万股 | +684股+0.42% | 加仓 |
 泛林集团LRCX |
| 5.27% | 3.34% | $2,096.7万 | 4.8万股 | $1,092.6万 | 5.1万股 | -2,751股-5.38% | 减仓 |
 AMD超威AMD |
| 3.18% | 1.36% | $1,265.8万 | 2.2万股 | $445.4万 | 2.2万股 | -105股-0.48% | 减仓 |
 阿斯麦ASML |
| 3.16% | 2.51% | $1,257.9万 | 6,323股 | $821.1万 | 6,217股 | +106股+1.71% | 加仓 |
 苹果AAPL |
| 2.98% | 3.26% | $1,185.6万 | 4.1万股 | $1,067.0万 | 4.2万股 | -1,072股-2.55% | 减仓 |
 谷歌AGOOGL |
| 2.68% | 2.66% | $1,065.3万 | 3.0万股 | $869.2万 | 3.0万股 | -418股-1.38% | 减仓 |
 亚马逊AMZN |
| 2.41% | 2.56% | $957.8万 | 4.0万股 | $837.8万 | 4.0万股 | -44股-0.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.16% | 2.43% | $861.9万 | 1.7万股 | $796.5万 | 1.7万股 | +603股+3.63% | 加仓 |
 好市多COST |
| 2.07% | 2.7% | $825.4万 | 8,824股 | $882.2万 | 8,853股 | -29股-0.33% | 减仓 |
 美光科技MU |
| 2.05% | 0.73% | $818.1万 | 7,087股 | $240.4万 | 7,116股 | -29股-0.41% | 减仓 |
 微软MSFT |
| 1.98% | 2.18% | $786.5万 | 2.1万股 | $712.5万 | 1.9万股 | +1,836股+9.54% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.92% | 1.88% | $763.5万 | 2.2万股 | $616.8万 | 2.2万股 | +107股+0.50% | 加仓 |
 应用材料AMAT |
| 1.65% | 0.97% | $657.8万 | 9,098股 | $317.6万 | 9,291股 | -193股-2.08% | 减仓 |
 德州仪器TXN |
| 1.32% | 1.05% | $527.1万 | 1.8万股 | $342.5万 | 1.8万股 | +42股+0.24% | 加仓 |
 GeneracGNRC |
| 1.32% | 1.09% | $523.8万 | 1.8万股 | $356.4万 | 1.8万股 | -358股-1.96% | 减仓 |
| FFASTENAL COMFAST |
| 1.31% | 1.55% | $521.8万 | 10.9万股 | $506.0万 | 10.9万股 | -416股-0.38% | 减仓 |
| Q高通QCOM |
| 1.3% | 1.17% | $516.5万 | 2.8万股 | $382.4万 | 3.0万股 | -1,747股-5.88% | 减仓 |
 摩根大通JPM |
| 1.25% | 1.31% | $495.8万 | 1.5万股 | $428.5万 | 1.5万股 | +579股+3.97% | 加仓 |
 科磊KLAC |
| 1.24% | 0.8% | $494.7万 | 1.6万股 | $262.5万 | 1,783股 | +1.5万股+819.69% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.24% | 1.45% | $492.2万 | 1.9万股 | $475.9万 | 1.9万股 | -361股-1.87% | 减仓 |
 钢铁动力STLD |
| 1.22% | 1.17% | $484.5万 | 2.1万股 | $383.4万 | 2.1万股 | -185股-0.87% | 减仓 |
 博通AVGO |
| 1.15% | 1.2% | $457.4万 | 1.2万股 | $391.9万 | 1.3万股 | -553股-4.37% | 减仓 |
 家得宝HD |
| 1.14% | 1.21% | $453.4万 | 1.3万股 | $397.5万 | 1.2万股 | +769股+6.36% | 加仓 |
 康宁GLW |
| 1.08% | 0.71% | $429.9万 | 1.7万股 | $233.2万 | 1.7万股 | -321股-1.87% | 减仓 |
 北方信托NTRS |
| 1.07% | 1.04% | $427.3万 | 2.5万股 | $341.9万 | 2.4万股 | +85股+0.35% | 加仓 |
 思科CSCO |
| 1.04% | 0.86% | $415.5万 | 3.5万股 | $282.0万 | 3.6万股 | -971股-2.67% | 减仓 |
 康明斯CMI |
| 1.02% | 0.94% | $406.0万 | 5,693股 | $309.0万 | 5,744股 | -51股-0.89% | 减仓 |
 PUBLIC STORAGE COMPSA |
| 0.99% | 1% | $395.8万 | 1.2万股 | $328.5万 | 1.2万股 | +304股+2.51% | 加仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.97% | 0.93% | $384.7万 | 2,783股 | $302.8万 | 2,769股 | +14股+0.51% | 加仓 |
 雷神技术RTX |
| 0.94% | 1.2% | $374.4万 | 2.0万股 | $393.9万 | 2.0万股 | -689股-3.37% | 减仓 |
 XCEL ENERGY COMXEL |
| 0.93% | 1.12% | $371.9万 | 4.6万股 | $366.6万 | 4.6万股 | +168股+0.36% | 加仓 |
 TARGET COMTGT |
| 0.91% | 0.97% | $360.6万 | 2.8万股 | $315.9万 | 2.6万股 | +1,547股+5.94% | 加仓 |
 台积电TSM |
| 0.89% | 0.67% | $356.3万 | 7,462股 | $217.7万 | 6,443股 | +1,019股+15.82% | 加仓 |
 WILLIAMS SONOMAWSM |
| 0.89% | 0.83% | $355.8万 | 1.5万股 | $270.6万 | 1.5万股 | +422股+2.84% | 加仓 |
 宝洁PG |
| 0.88% | 1.07% | $348.8万 | 2.4万股 | $349.8万 | 2.4万股 | -428股-1.77% | 减仓 |
 TJXTJX |
| 0.86% | 1.32% | $344.3万 | 2.3万股 | $432.3万 | 2.7万股 | -4,339股-16.03% | 减仓 |
 卡特彼勒CAT |
| 0.85% | 0.69% | $338.9万 | 3,182股 | $227.2万 | 3,207股 | -25股-0.78% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 0.85% | 1.01% | $337.6万 | 1.9万股 | $331.2万 | 1.8万股 | +419股+2.28% | 加仓 |
 杜克能源DUK |
| 0.84% | 1.06% | $335.4万 | 2.7万股 | $347.7万 | 2.7万股 | -53股-0.20% | 减仓 |
 UNITED RENTALSURI |
| 0.81% | 0.57% | $322.6万 | 2,847股 | $187.2万 | 2,569股 | +278股+10.82% | 加仓 |
 芝加哥商品交易所CME |
| 0.8% | 1.24% | $317.3万 | 1.4万股 | $406.2万 | 1.4万股 | +615股+4.47% | 加仓 |
 星座能源CEG |
| 0.79% | 1% | $315.2万 | 1.3万股 | $327.9万 | 1.2万股 | +947股+8.06% | 加仓 |
 新思科技SNPS |
| 0.74% | 0.77% | $295.7万 | 6,630股 | $253.0万 | 6,381股 | +249股+3.90% | 加仓 |
 VisaV |
| 0.73% | 0.78% | $290.8万 | 8,476股 | $255.6万 | 8,457股 | +19股+0.22% | 加仓 |
 黑石集团BX |
| 0.71% | 0.77% | $281.5万 | 2.4万股 | $251.2万 | 2.2万股 | +2,082股+9.53% | 加仓 |
 埃克森美孚XOM |
| 0.68% | 1.01% | $270.8万 | 2.0万股 | $330.9万 | 2.0万股 | +308股+1.58% | 加仓 |
| N新纪元能源NEE |
| 0.67% | 0.87% | $268.2万 | 3.1万股 | $285.5万 | 3.1万股 | -186股-0.61% | 减仓 |
| BBNY MELLON CORE BOND ETFBKAG |
| 0.66% | 0.42% | $262.0万 | 6.2万股 | $138.5万 | 3.3万股 | +3.0万股+90.26% | 加仓 |
 希捷STX |
| 0.65% | 0.32% | $257.1万 | 2,665股 | $105.3万 | 2,688股 | -23股-0.86% | 减仓 |
 洛克希德马丁LMT |
| 0.64% | 0.87% | $255.4万 | 5,013股 | $283.1万 | 4,685股 | +328股+7.00% | 加仓 |
