 苹果AAPL |
| 22.37% | 10.2% | $5,155.2万 | 17.8万股 | $1,865.8万 | 37.6万股 | -19.7万股-52.53% | 减仓 |
 亚马逊AMZN |
| 12.2% | 13.68% | $2,812.4万 | 16.1万股 | $2,501.8万 | 12.0万股 | +4.1万股+34.15% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 11.97% | 12.47% | $2,758.5万 | 7.8万股 | $2,280.7万 | 8.0万股 | -1,435股-1.80% | 减仓 |
 英伟达NVDA |
| 9.66% | 10.42% | $2,226.4万 | 11.1万股 | $1,905.2万 | 10.9万股 | +2,022股+1.85% | 加仓 |
 微软MSFT |
| 4.27% | 5.53% | $983.8万 | 2.6万股 | $1,011.1万 | 2.7万股 | -943股-3.45% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.57% | 4.51% | $822.6万 | 1.6万股 | $825.5万 | 1.7万股 | -787股-4.57% | 减仓 |
 特斯拉TSLA |
| 3.56% | 3.84% | $819.6万 | 1.9万股 | $701.6万 | 1.9万股 | +613股+3.25% | 加仓 |
 VisaV |
| 3.48% | 3.9% | $801.2万 | 2.3万股 | $713.9万 | 2.4万股 | -269股-1.14% | 减仓 |
 WASTE MGMT DELWM |
| 2.73% | 3.53% | $628.0万 | 2.8万股 | $645.8万 | 2.8万股 | +74股+0.26% | 加仓 |
 万事达MA |
| 2.57% | 3.22% | $591.4万 | 1.2万股 | $588.4万 | 1.2万股 | -260股-2.21% | 减仓 |
 博通AVGO |
| 2.48% | 2.41% | $571.2万 | 1.5万股 | $441.3万 | 1.4万股 | +864股+6.06% | 加仓 |
 好市多COST |
| 2.19% | 2.89% | $505.1万 | 5,399股 | $529.4万 | 5,312股 | +87股+1.64% | 加仓 |
 家得宝HD |
| 2.07% | 2.52% | $477.8万 | 1.4万股 | $460.6万 | 1.4万股 | -456股-3.26% | 减仓 |
 洛克希德马丁LMT |
| 1.54% | 2.31% | $354.3万 | 6,954股 | $422.6万 | 6,991股 | -37股-0.53% | 减仓 |
 帕兰提尔PLTR |
| 1.53% | 2.28% | $352.5万 | 3.0万股 | $417.7万 | 2.9万股 | +1,661股+5.82% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.3% | 2.14% | $299.2万 | 5,874股 | $391.0万 | 5,730股 | +144股+2.51% | 加仓 |
 Meta平台META |
| 1.24% | 1.53% | $285.7万 | 5,071股 | $279.2万 | 4,880股 | +191股+3.91% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.13% | 1.42% | $261.5万 | 3.3万股 | $260.1万 | 3.3万股 | +286股+0.87% | 加仓 |
 摩根大通JPM |
| 0.84% | 0.89% | $193.5万 | 5,912股 | $163.3万 | 5,552股 | +360股+6.48% | 加仓 |
| IiShares安硕信托IVW |
| 0.83% | 0.86% | $190.3万 | 1.4万股 | $156.5万 | 1.4万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.82% | 0.47% | $188.3万 | 5,523股 | $86.6万 | 5,401股 | +122股+2.26% | 加仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 0.82% | 1.07% | $188.2万 | 3.2万股 | $195.2万 | 3.3万股 | -1,009股-3.03% | 减仓 |
| N新纪元能源NEE |
| 0.81% | 1.08% | $186.9万 | 2.1万股 | $198.0万 | 2.1万股 | -31股-0.15% | 减仓 |
| I景顺QQQ信托VOO |
| 0.57% | 0.56% | $130.8万 | 1,776股 | $102.6万 | 1,777股 | -1股-0.06% | 减仓 |
 雷神技术RTX |
| 0.52% | 0.6% | $121.0万 | 6,375股 | $109.5万 | 5,678股 | +697股+12.28% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.52% | 0.57% | $120.4万 | 1,612股 | $104.8万 | 1,612股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.41% | 0.39% | $93.8万 | 782股 | $70.9万 | 771股 | +11股+1.43% | 加仓 |
| V先锋领航指数基金VV |
| 0.36% | 0.4% | $82.2万 | 2,389股 | $72.3万 | 2,418股 | -29股-1.20% | 减仓 |
 NETFLIXNFLX |
| 0.33% | 0.6% | $76.3万 | 1.1万股 | $110.6万 | 1.1万股 | -812股-7.06% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.26% | 0.29% | $59.4万 | 4,989股 | $52.4万 | 5,356股 | -367股-6.85% | 减仓 |
 杜克能源DUK |
| 0.21% | 0.26% | $47.6万 | 3,764股 | $48.2万 | 3,681股 | +83股+2.25% | 加仓 |
| V先锋领航指数基金VOO |
| 0.2% | 0.22% | $46.4万 | 675股 | $40.4万 | 676股 | -1股-0.15% | 减仓 |
| WWEC ENERGY COMIDU |
| 0.19% | 0.24% | $44.2万 | 3,788股 | $43.9万 | 3,788股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.17% | 0.21% | $40.2万 | 1,581股 | $38.7万 | 1,582股 | -1股-0.06% | 减仓 |
 Arista网络ANET |
| 0.17% | 0.15% | $38.6万 | 2,275股 | $27.9万 | 2,275股 | 00.00% | 持仓不变 |
 美国电力AEP |
| 0.16% | 0.2% | $37.9万 | 2,771股 | $36.3万 | 2,771股 | 00.00% | 持仓不变 |
| IiShares安硕信托IVV |
| 0.16% | 0.18% | $37.4万 | 498股 | $32.8万 | 501股 | -3股-0.60% | 减仓 |
| SSPDR黄金信托GLD |
| 0.15% | 0.22% | $34.5万 | 936股 | $40.3万 | 936股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.14% | 0.16% | $33.3万 | 932股 | $28.5万 | 992股 | -60股-6.05% | 减仓 |
 卡特彼勒CAT |
| 0.14% | 0.12% | $33.0万 | 310股 | $22.0万 | 310股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.14% | — | $32.7万 | 283股 | $0 | 0股 | +283股 | 新买入 |
| SSPDR道富系列信托SDY |
| 0.14% | 0.16% | $31.6万 | 2,076股 | $30.1万 | 2,064股 | +12股+0.58% | 加仓 |
| PPROLOGIS COMPLD |
| 0.13% | 0.18% | $29.7万 | 2,189股 | $33.2万 | 2,509股 | -320股-12.75% | 减仓 |
| IiShares安硕信托ITOT |
| 0.13% | 0.14% | $29.2万 | 1,775股 | $25.3万 | 1,775股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.11% | — | $26.4万 | 346股 | $0 | 0股 | +346股 | 新买入 |
 Extra SpaceEXR |
| 0.11% | 0.13% | $26.1万 | 1,795股 | $24.3万 | 1,854股 | -59股-3.18% | 减仓 |
 SUN LIFE FINANCIALSLF |
| 0.11% | 0.11% | $25.1万 | 3,201股 | $20.0万 | 3,201股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.11% | — | $24.3万 | 418股 | $0 | 0股 | +418股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 0.1% | — | $23.4万 | 778股 | $0 | 0股 | +778股 | 新买入 |
 沃尔玛WMT |
| 0.1% | 0.13% | $22.4万 | 1,982股 | $24.6万 | 1,982股 | 00.00% | 持仓不变 |
