 英伟达NVDA |
| 29.47% | 31.51% | $1.08亿 | 53.9万股 | $9,394.9万 | 53.9万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 6.96% | 6.87% | $2,546.3万 | 7.1万股 | $2,048.9万 | 7.1万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 5.62% | 2.42% | $2,056.4万 | 3.5万股 | $722.7万 | 3.6万股 | -125股-0.35% | 减仓 |
 CrowdStrikeCRWD |
| 4.11% | 2.58% | $1,501.5万 | 2.0万股 | $768.1万 | 2.0万股 | 00.00% | 持仓不变 |
 康明斯CMI |
| 3.72% | 3.35% | $1,358.7万 | 1.9万股 | $998.0万 | 1.9万股 | +500股+2.70% | 加仓 |
 PALO ALTOPANW |
| 3.22% | 1.88% | $1,178.2万 | 3.5万股 | $561.1万 | 3.5万股 | -450股-1.29% | 减仓 |
 苹果AAPL |
| 3.14% | 3.38% | $1,148.8万 | 4.0万股 | $1,007.5万 | 4.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 3.12% | 3.31% | $1,141.2万 | 4.5万股 | $986.3万 | 4.5万股 | 00.00% | 持仓不变 |
 高盛GS |
| 2.91% | 3.13% | $1,066.0万 | 1.1万股 | $934.0万 | 1.1万股 | -500股-4.53% | 减仓 |
 亚马逊AMZN |
| 2.78% | 2.98% | $1,016.5万 | 4.3万股 | $888.3万 | 4.3万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.71% | 3.38% | $992.8万 | 1.8万股 | $1,008.4万 | 1.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.59% | 3.16% | $946.5万 | 2.5万股 | $941.2万 | 2.5万股 | -50股-0.20% | 减仓 |
 博通AVGO |
| 2.03% | 1.93% | $744.2万 | 2.0万股 | $574.1万 | 1.9万股 | +1,150股+6.20% | 加仓 |
 联合健康UNH |
| 1.88% | 1.51% | $687.9万 | 1.7万股 | $450.5万 | 1.7万股 | -100股-0.60% | 减仓 |
 伊顿ETN |
| 1.65% | 1.63% | $601.7万 | 1.4万股 | $487.1万 | 1.4万股 | +500股+3.67% | 加仓 |
| V先锋领航指数基金VB |
| 1.5% | 1.59% | $550.2万 | 1.8万股 | $475.4万 | 1.8万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 1.42% | 1.98% | $519.8万 | 1.7万股 | $591.3万 | 1.7万股 | 00.00% | 持仓不变 |
 诺和诺德NVO |
| 1.42% | 1.33% | $519.4万 | 10.8万股 | $397.1万 | 10.8万股 | +300股+0.28% | 加仓 |
 万事达MA |
| 1.34% | 1.6% | $491.8万 | 9,575股 | $478.4万 | 9,575股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 1.33% | 1.45% | $487.9万 | 1.2万股 | $431.2万 | 1.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.24% | 1.33% | $454.6万 | 1.3万股 | $397.4万 | 1.3万股 | +100股+0.76% | 加仓 |
 雪佛龙CVX |
| 1.23% | 1.88% | $449.2万 | 2.7万股 | $560.7万 | 2.7万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 1.13% | 1.46% | $413.7万 | 4.2万股 | $435.7万 | 4.2万股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 1.13% | 1.17% | $412.6万 | 8,400股 | $350.1万 | 8,400股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 1.1% | 1.35% | $403.3万 | 4.2万股 | $403.8万 | 4.2万股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 1.08% | 1.21% | $393.7万 | 2.8万股 | $360.3万 | 2.8万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.04% | 1.02% | $379.1万 | 1.1万股 | $304.2万 | 9,250股 | +1,500股+16.22% | 加仓 |
| IIBMIBM |
| 1.03% | 1.04% | $375.4万 | 1.3万股 | $311.5万 | 1.3万股 | +500股+3.89% | 加仓 |
 好市多COST |
| 0.98% | 1.29% | $360.2万 | 3,850股 | $383.6万 | 3,850股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.82% | 0.97% | $301.0万 | 1.2万股 | $289.7万 | 1.2万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.77% | 0.71% | $280.9万 | 1.5万股 | $211.2万 | 1.6万股 | -1,200股-7.32% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.67% | 0.96% | $245.8万 | 5,450股 | $284.9万 | 5,450股 | 00.00% | 持仓不变 |
| V先锋领航STAR基金VXUS |
| 0.67% | 0.65% | $244.9万 | 2.9万股 | $193.9万 | 2.5万股 | +3,500股+13.92% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.63% | 0.57% | $229.6万 | 5,000股 | $169.7万 | 3,500股 | +1,500股+42.86% | 加仓 |
 星巴克SBUX |
| 0.52% | 0.56% | $190.1万 | 1.9万股 | $167.8万 | 1.9万股 | -125股-0.67% | 减仓 |
 ChipotleCMG |
| 0.46% | 0.54% | $170.0万 | 5.0万股 | $160.1万 | 5.0万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.42% | 0.49% | $152.7万 | 6,850股 | $147.1万 | 6,400股 | +450股+7.03% | 加仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.39% | — | $141.2万 | 9,350股 | $0 | 0股 | +9,350股 | 新买入 |
 礼来LLY |
| 0.36% | 0.34% | $131.9万 | 1,100股 | $101.2万 | 1,100股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 0.36% | 0.56% | $130.9万 | 4,750股 | $168.1万 | 6,300股 | -1,550股-24.60% | 减仓 |
 默沙东MRK |
| 0.35% | 0.41% | $129.8万 | 1.0万股 | $121.5万 | 1.0万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.22% | 0.01% | $79.3万 | 1,050股 | $4.3万 | 50股 | +1,000股+2,000.00% | 加仓 |
 GE VernovaGEV |
| 0.16% | 0.15% | $58.7万 | 500股 | $43.6万 | 500股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.06% | 0.06% | $22.2万 | 2,574股 | $18.7万 | 429股 | +2,145股+500.00% | 加仓 |
 JAKKS PAC INC COM NEWJAKK |
| 0.05% | 0.05% | $17.7万 | 7,600股 | $15.1万 | 7,600股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.05% | 0.07% | $17.2万 | 4,200股 | $22.2万 | 4,200股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.04% | 0.05% | $14.7万 | 1,300股 | $16.2万 | 1,300股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VTV |
| 0.04% | 0.04% | $13.9万 | 639股 | $12.5万 | 639股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.02% | 0.02% | $7.9万 | 225股 | $6.5万 | 225股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.02% | 0.02% | $7.6万 | 110股 | $6.6万 | 110股 | 00.00% | 持仓不变 |
