 博通AVGO |
| 6.67% | 6.26% | $1.91亿 | 50.5万股 | $1.59亿 | 51.4万股 | -8,856股-1.72% | 减仓 |
 谷歌AGOOGL |
| 5.24% | 4.79% | $1.50亿 | 41.9万股 | $1.22亿 | 42.3万股 | -4,004股-0.95% | 减仓 |
 PALO ALTOPANW |
| 5.09% | 2.72% | $1.45亿 | 42.7万股 | $6,905.8万 | 43.1万股 | -4,130股-0.96% | 减仓 |
 礼来LLY |
| 3.83% | 3.73% | $1.10亿 | 9.1万股 | $9,459.7万 | 10.3万股 | -1.1万股-11.17% | 减仓 |
 苹果AAPL |
| 3.66% | 3.6% | $1.05亿 | 36.1万股 | $9,127.2万 | 36.0万股 | +1,749股+0.49% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.29% | 3.56% | $9,407.0万 | 18.8万股 | $9,032.3万 | 18.8万股 | -494股-0.26% | 减仓 |
 微软MSFT |
| 3.07% | 3.42% | $8,766.6万 | 23.5万股 | $8,686.3万 | 23.5万股 | +360股+0.15% | 加仓 |
 亚马逊AMZN |
| 3.02% | 2.98% | $8,636.3万 | 36.2万股 | $7,563.7万 | 36.3万股 | -815股-0.22% | 减仓 |
 英伟达NVDA |
| 3.01% | 2.83% | $8,603.9万 | 43.0万股 | $7,189.9万 | 41.2万股 | +1.8万股+4.30% | 加仓 |
| SSTUBHUBSTUB |
| 2.8% | 1.52% | $8,017.4万 | 623.0万股 | $3,850.1万 | 617.0万股 | +6.0万股+0.96% | 加仓 |
 高盛GS |
| 2.72% | 2.6% | $7,777.5万 | 7.7万股 | $6,585.4万 | 7.8万股 | -941股-1.21% | 减仓 |
 联合太平洋铁路UNP |
| 2.47% | 2.5% | $7,058.0万 | 25.9万股 | $6,342.2万 | 26.1万股 | -1,918股-0.73% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.32% | 2.37% | $6,635.5万 | 8.9万股 | $6,014.8万 | 9.2万股 | -3,631股-3.93% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.25% | 2.1% | $6,427.6万 | 18.2万股 | $5,316.4万 | 18.5万股 | -3,415股-1.84% | 减仓 |
 摩根大通JPM |
| 2.2% | 2.24% | $6,281.1万 | 19.2万股 | $5,676.7万 | 19.3万股 | -1,091股-0.57% | 减仓 |
 雷神技术RTX |
| 2.05% | 2.37% | $5,849.2万 | 30.8万股 | $6,005.1万 | 31.1万股 | -3,017股-0.97% | 减仓 |
 迪士尼DIS |
| 2.02% | 2.28% | $5,780.8万 | 60.1万股 | $5,796.4万 | 60.1万股 | -806股-0.13% | 减仓 |
 百事可乐PEP |
| 2% | 2.59% | $5,724.0万 | 42.3万股 | $6,572.9万 | 42.3万股 | -522股-0.12% | 减仓 |
 强生JNJ |
| 1.94% | 2.13% | $5,546.6万 | 21.8万股 | $5,415.2万 | 22.2万股 | -3,140股-1.42% | 减仓 |
| I景顺QQQ信托VOO |
| 1.64% | 1.49% | $4,675.7万 | 6.3万股 | $3,788.1万 | 6.6万股 | -2,137股-3.26% | 减仓 |
 好市多COST |
| 1.63% | 1.96% | $4,671.6万 | 5.0万股 | $4,984.8万 | 5.0万股 | -88股-0.18% | 减仓 |
 恩智浦NXPI |
| 1.61% | 1.27% | $4,606.9万 | 16.4万股 | $3,228.2万 | 16.4万股 | -59股-0.04% | 减仓 |
 伊顿ETN |
| 1.3% | 1.24% | $3,730.1万 | 8.8万股 | $3,143.3万 | 8.8万股 | -347股-0.39% | 减仓 |
| S嘉信·USSCHA |
| 1.25% | 1.18% | $3,582.1万 | 99.1万股 | $2,990.3万 | 102.8万股 | -3.7万股-3.58% | 减仓 |
 CHUBB LIMITEDCB |
| 1.22% | 1.31% | $3,476.7万 | 10.2万股 | $3,330.9万 | 10.2万股 | -161股-0.16% | 减仓 |
| T赛默飞世尔TMO |
| 1.14% | 1.39% | $3,266.2万 | 6.5万股 | $3,538.9万 | 7.2万股 | -6,851股-9.52% | 减仓 |
| PPROLOGIS COMPLD |
| 1.1% | 1.22% | $3,156.5万 | 23.3万股 | $3,082.8万 | 23.3万股 | -226股-0.10% | 减仓 |
| SSPDR行业精选信托XLK |
| 1.08% | 0.29% | $3,096.5万 | 16.3万股 | $745.7万 | 5.6万股 | +10.7万股+189.86% | 加仓 |
 Vulcan材料VMC |
| 1.06% | 1.1% | $3,032.5万 | 10.3万股 | $2,796.2万 | 10.3万股 | +105股+0.10% | 加仓 |
 直觉外科ISRG |
| 1.04% | 1.44% | $2,968.0万 | 7.5万股 | $3,646.7万 | 7.9万股 | -4,471股-5.65% | 减仓 |
 默沙东MRK |
| 1% | 1.07% | $2,871.9万 | 22.3万股 | $2,705.0万 | 22.5万股 | -1,374股-0.61% | 减仓 |
 高露洁CL |
| 0.92% | 0.99% | $2,623.4万 | 28.6万股 | $2,505.2万 | 29.4万股 | -7,789股-2.65% | 减仓 |
 NETFLIXNFLX |
| 0.87% | 1.34% | $2,501.4万 | 35.0万股 | $3,396.7万 | 35.3万股 | -2,924股-0.83% | 减仓 |
 家得宝HD |
| 0.86% | 0.89% | $2,464.4万 | 7.0万股 | $2,262.3万 | 6.9万股 | +1,091股+1.59% | 加仓 |
| IiShares安硕信托IVV |
| 0.83% | 0.73% | $2,368.2万 | 3.2万股 | $1,844.3万 | 2.8万股 | +3,389股+12.00% | 加仓 |
 Meta平台META |
| 0.83% | 0.94% | $2,362.6万 | 4.2万股 | $2,388.4万 | 4.2万股 | +197股+0.47% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 0.79% | — | $2,264.4万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 星巴克SBUX |
| 0.72% | 0.72% | $2,071.2万 | 20.3万股 | $1,816.0万 | 20.3万股 | -13股-0.01% | 减仓 |
 3M COMMMM |
| 0.68% | 0.69% | $1,953.6万 | 12.1万股 | $1,752.9万 | 12.1万股 | -40股-0.03% | 减仓 |
| S嘉信策略信托SCHF |
| 0.64% | 0.67% | $1,839.2万 | 66.4万股 | $1,706.2万 | 68.9万股 | -2.5万股-3.69% | 减仓 |
 霍尼韦尔HON |
| 0.64% | 1.46% | $1,832.2万 | 8.2万股 | $3,705.0万 | 16.4万股 | -8.2万股-50.08% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.63% | — | $1,803.1万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 壳牌SHEL |
| 0.61% | 0.85% | $1,754.7万 | 22.6万股 | $2,164.5万 | 23.3万股 | -6,450股-2.77% | 减仓 |
 GE航空GE |
| 0.61% | 0.52% | $1,737.2万 | 4.6万股 | $1,318.8万 | 4.6万股 | +8股+0.02% | 加仓 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.58% | 0.58% | $1,664.1万 | 35.5万股 | $1,476.3万 | 31.4万股 | +4.1万股+13.15% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.56% | 0.83% | $1,593.5万 | 3.1万股 | $2,116.2万 | 3.1万股 | +268股+0.86% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.54% | 0.61% | $1,545.7万 | 26.7万股 | $1,540.2万 | 26.7万股 | +33股+0.01% | 加仓 |
| S嘉信策略信托SCHE |
| 0.52% | 0.56% | $1,494.7万 | 41.2万股 | $1,411.7万 | 42.8万股 | -1.6万股-3.79% | 减仓 |
 史赛克SYK |
| 0.48% | 0.95% | $1,374.3万 | 4.4万股 | $2,405.3万 | 7.3万股 | -3.0万股-40.37% | 减仓 |
 埃克森美孚XOM |
| 0.47% | 0.65% | $1,337.0万 | 9.8万股 | $1,657.2万 | 9.8万股 | +111股+0.11% | 加仓 |
