| CCOMFORT SYS USAFIX |
| 6.95% | 5.58% | $3,189.8万 | 1.6万股 | $2,257.3万 | 1.6万股 | -276股-1.69% | 减仓 |
 英伟达NVDA |
| 5.93% | 5.92% | $2,718.6万 | 13.6万股 | $2,396.0万 | 13.7万股 | -1,519股-1.11% | 减仓 |
 苹果AAPL |
| 5.89% | 5.86% | $2,701.3万 | 9.3万股 | $2,370.6万 | 9.3万股 | -52股-0.06% | 减仓 |
| V先锋领航指数基金VUG |
| 5.17% | 5.36% | $2,370.4万 | 27.5万股 | $2,169.7万 | 5.0万股 | +22.6万股+453.96% | 加仓 |
 特斯拉TSLA |
| 3.97% | 4.03% | $1,822.9万 | 4.3万股 | $1,629.6万 | 4.4万股 | -496股-1.13% | 减仓 |
 摩根大通JPM |
| 3.55% | 3.63% | $1,627.3万 | 5.0万股 | $1,467.8万 | 5.0万股 | -184股-0.37% | 减仓 |
 博通AVGO |
| 3.37% | 3.16% | $1,544.4万 | 4.1万股 | $1,277.1万 | 4.1万股 | -377股-0.91% | 减仓 |
 阿斯麦ASML |
| 3.13% | 2.4% | $1,435.7万 | 7,216股 | $970.7万 | 7,349股 | -133股-1.81% | 减仓 |
 亚马逊AMZN |
| 3.08% | 3.09% | $1,415.0万 | 5.9万股 | $1,250.8万 | 6.0万股 | -689股-1.15% | 减仓 |
 好市多COST |
| 2.83% | 3.47% | $1,297.0万 | 1.4万股 | $1,403.9万 | 1.4万股 | -225股-1.60% | 减仓 |
 雷蒙德詹姆斯RJF |
| 2.06% | 2.21% | $942.8万 | 6.2万股 | $895.7万 | 6.2万股 | +152股+0.25% | 加仓 |
 帕兰提尔PLTR |
| 1.95% | 2.79% | $894.0万 | 7.7万股 | $1,128.1万 | 7.7万股 | -491股-0.64% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.93% | 2.1% | $883.8万 | 1.8万股 | $848.3万 | 1.8万股 | -40股-0.23% | 减仓 |
 PHILIP MORRIS INTLPM |
| 1.75% | 1.42% | $800.9万 | 4.4万股 | $574.3万 | 3.5万股 | +9,539股+27.46% | 加仓 |
| CCANADIAN NAT RESCNQ |
| 1.67% | 2.32% | $765.5万 | 19.4万股 | $937.5万 | 19.2万股 | +1,416股+0.74% | 加仓 |
 VisaV |
| 1.66% | 1.65% | $762.7万 | 2.2万股 | $668.1万 | 2.2万股 | +128股+0.58% | 加仓 |
 微软MSFT |
| 1.46% | 1.58% | $667.7万 | 1.8万股 | $639.8万 | 1.7万股 | +617股+3.57% | 加仓 |
 家得宝HD |
| 1.35% | 1.36% | $620.2万 | 1.8万股 | $548.8万 | 1.7万股 | +901股+5.40% | 加仓 |
 NETFLIXNFLX |
| 1.33% | 2.01% | $608.0万 | 8.5万股 | $811.6万 | 8.4万股 | +748股+0.89% | 加仓 |
 礼来LLY |
| 1.28% | 1.11% | $589.4万 | 4,914股 | $450.8万 | 4,902股 | +12股+0.24% | 加仓 |
 联合太平洋铁路UNP |
| 1.23% | 1.22% | $563.0万 | 2.1万股 | $495.0万 | 2.0万股 | +296股+1.45% | 加仓 |
 马拉松石油MPC |
| 1.03% | 1.11% | $472.0万 | 1.8万股 | $450.0万 | 1.8万股 | +31股+0.17% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1% | 0.84% | $458.2万 | 1.2万股 | $338.9万 | 1.2万股 | +9股+0.07% | 加仓 |
| AASTERA LABSALAB |
| 0.98% | 0.25% | $451.6万 | 9,349股 | $101.5万 | 9,261股 | +88股+0.95% | 加仓 |
 史赛克SYK |
| 0.98% | 1.15% | $451.5万 | 1.4万股 | $466.8万 | 1.4万股 | +135股+0.95% | 加仓 |
 Meta平台META |
| 0.95% | 1.08% | $434.2万 | 7,708股 | $439.1万 | 7,674股 | +34股+0.44% | 加仓 |
| GGARMIN SHSGRMN |
| 0.95% | 1.05% | $434.0万 | 1.8万股 | $425.1万 | 1.8万股 | -52股-0.28% | 减仓 |
 伊顿ETN |
| 0.91% | 0.84% | $416.5万 | 9,775股 | $340.1万 | 9,510股 | +265股+2.79% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.9% | 0.9% | $412.5万 | 1.9万股 | $365.2万 | 1.9万股 | +352股+1.88% | 加仓 |
 CHUBB LIMITEDCB |
| 0.9% | 0.94% | $411.5万 | 1.2万股 | $380.2万 | 1.2万股 | +413股+3.54% | 加仓 |
 沃尔玛WMT |
| 0.88% | 1.08% | $403.8万 | 3.6万股 | $435.8万 | 3.5万股 | +590股+1.68% | 加仓 |
 EMCOREME |
| 0.87% | 0.87% | $400.4万 | 4,824股 | $352.8万 | 4,778股 | +46股+0.96% | 加仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 0.86% | 0.49% | $392.3万 | 4,674股 | $197.7万 | 4,855股 | -181股-3.73% | 减仓 |
 甲骨文ORCL |
| 0.84% | 0.97% | $384.8万 | 2.6万股 | $394.5万 | 2.7万股 | -555股-2.07% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.82% | 0.91% | $375.7万 | 9,046股 | $369.3万 | 8,510股 | +536股+6.30% | 加仓 |
 艾伯维ABBV |
| 0.8% | 0.73% | $366.3万 | 1.5万股 | $295.1万 | 1.4万股 | +987股+7.27% | 加仓 |
 强生JNJ |
| 0.8% | 0.85% | $365.3万 | 1.4万股 | $343.6万 | 1.4万股 | +328股+2.33% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.78% | 0.71% | $358.4万 | 9,024股 | $287.1万 | 9,024股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.77% | 0.76% | $354.2万 | 4,743股 | $308.3万 | 4,741股 | +2股+0.04% | 加仓 |
 VistraVST |
| 0.77% | 0.81% | $351.0万 | 2.2万股 | $329.6万 | 2.2万股 | +201股+0.92% | 加仓 |
 埃克森美孚XOM |
| 0.76% | 1.03% | $346.9万 | 2.5万股 | $418.4万 | 2.5万股 | +707股+2.87% | 加仓 |
 麦当劳MCD |
| 0.72% | 0.96% | $331.2万 | 1.2万股 | $387.8万 | 1.2万股 | -226股-1.81% | 减仓 |
| PPOWELL INDSPOWL |
| 0.67% | 0.47% | $307.5万 | 1.1万股 | $190.4万 | 3,519股 | +7,221股+205.20% | 加仓 |
 空气化工APD |
| 0.6% | 0.63% | $274.3万 | 9,357股 | $255.8万 | 8,804股 | +553股+6.28% | 加仓 |
 IESIESC |
| 0.59% | 0.43% | $272.6万 | 3,710股 | $174.2万 | 3,657股 | +53股+1.45% | 加仓 |
 江森自控JCI |
| 0.57% | 0.59% | $260.5万 | 1.8万股 | $237.0万 | 1.8万股 | -270股-1.49% | 减仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.56% | 0.5% | $258.5万 | 6,934股 | $203.8万 | 6,316股 | +618股+9.78% | 加仓 |
 康明斯CMI |
| 0.55% | 0.47% | $253.2万 | 3,550股 | $190.2万 | 3,535股 | +15股+0.42% | 加仓 |
 达登饭店DRI |
| 0.53% | 0.55% | $242.3万 | 1.2万股 | $221.3万 | 1.1万股 | +477股+4.23% | 加仓 |
 VertivVRT |
| 0.51% | 0.42% | $234.6万 | 7,006股 | $169.2万 | 6,754股 | +252股+3.73% | 加仓 |
