 谷歌AGOOGL |
| 5.36% | 4.59% | $1,928.2万 | 5.4万股 | $1,270.2万 | 4.4万股 | +9,785股+22.15% | 加仓 |
 英伟达NVDA |
| 4.8% | 4.44% | $1,727.1万 | 8.6万股 | $1,228.3万 | 7.0万股 | +1.6万股+22.56% | 加仓 |
 苹果AAPL |
| 4.44% | 4.03% | $1,595.7万 | 5.5万股 | $1,116.3万 | 4.4万股 | +1.1万股+25.38% | 加仓 |
 微软MSFT |
| 4.15% | 4.39% | $1,492.4万 | 4.0万股 | $1,217.0万 | 3.3万股 | +7,131股+21.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.63% | 2.62% | $944.0万 | 1.9万股 | $724.9万 | 1.5万股 | +3,739股+24.72% | 加仓 |
 VisaV |
| 1.89% | 1.64% | $678.0万 | 2.0万股 | $453.4万 | 1.5万股 | +4,759股+31.72% | 加仓 |
 礼来LLY |
| 1.86% | 1.58% | $669.3万 | 5,580股 | $436.4万 | 4,745股 | +835股+17.60% | 加仓 |
 博通AVGO |
| 1.8% | 1.41% | $645.9万 | 1.7万股 | $391.2万 | 1.3万股 | +4,460股+35.28% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.59% | 1.73% | $573.3万 | 2.4万股 | $480.3万 | 2.2万股 | +1,892股+8.47% | 加仓 |
 强生JNJ |
| 1.58% | 1.74% | $567.9万 | 2.2万股 | $481.6万 | 2.0万股 | +2,660股+13.50% | 加仓 |
 摩根大通JPM |
| 1.52% | 1.72% | $545.2万 | 1.7万股 | $475.2万 | 1.6万股 | +499股+3.09% | 加仓 |
 亚马逊AMZN |
| 1.39% | 1.3% | $499.5万 | 2.1万股 | $358.8万 | 1.7万股 | +3,730股+21.65% | 加仓 |
 Meta平台META |
| 1.33% | 1.15% | $476.4万 | 8,458股 | $319.7万 | 5,587股 | +2,871股+51.39% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.27% | 2.1% | $458.3万 | 6,137股 | $581.8万 | 8,946股 | -2,809股-31.40% | 减仓 |
 伊顿ETN |
| 1.24% | 1.18% | $446.6万 | 1.0万股 | $327.2万 | 9,149股 | +1,331股+14.55% | 加仓 |
 固安捷GWW |
| 1.18% | 0.86% | $426.0万 | 3,132股 | $239.3万 | 2,194股 | +938股+42.75% | 加仓 |
 万事达MA |
| 1.05% | 1.13% | $378.9万 | 7,377股 | $313.2万 | 6,267股 | +1,110股+17.71% | 加仓 |
 MCKESSON COMMCK |
| 1.04% | 1.21% | $372.7万 | 4,932股 | $336.1万 | 3,884股 | +1,048股+26.98% | 加仓 |
| IiShares安硕信托IWD |
| 1.01% | 1.24% | $361.9万 | 1.5万股 | $342.5万 | 1.6万股 | -1,098股-6.85% | 减仓 |
 史赛克SYK |
| 0.98% | 0.99% | $352.1万 | 1.1万股 | $275.0万 | 8,369股 | +2,814股+33.62% | 加仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 0.97% | 1.38% | $348.1万 | 7,954股 | $381.5万 | 8,040股 | -86股-1.07% | 减仓 |
 沃尔玛WMT |
| 0.96% | 1.26% | $344.8万 | 3.0万股 | $348.2万 | 2.8万股 | +2,422股+8.64% | 加仓 |
| IiShares安硕信托IVV |
| 0.95% | 0.91% | $342.8万 | 4,577股 | $253.1万 | 3,875股 | +702股+18.12% | 加仓 |
 埃克森美孚XOM |
| 0.95% | 1.4% | $340.4万 | 2.5万股 | $389.0万 | 2.3万股 | +1,972股+8.60% | 加仓 |
| S道富SPYM |
| 0.91% | 0.7% | $326.6万 | 3.7万股 | $194.2万 | 2.5万股 | +1.2万股+46.45% | 加仓 |
 应用材料AMAT |
| 0.91% | — | $325.9万 | 4,507股 | $0 | 0股 | +4,507股 | 新买入 |
 家得宝HD |
| 0.87% | 0.49% | $312.7万 | 8,866股 | $137.0万 | 4,166股 | +4,700股+112.82% | 加仓 |
 美光科技MU |
| 0.85% | 0.08% | $306.0万 | 2,651股 | $22.0万 | 651股 | +2,000股+307.22% | 加仓 |
| IiShares安硕信托IUSB |
| 0.72% | 0.6% | $257.6万 | 5.6万股 | $167.0万 | 3.6万股 | +2.0万股+54.43% | 加仓 |
 QUANTA SVCSPWR |
| 0.71% | 0.73% | $254.5万 | 3,534股 | $201.1万 | 3,663股 | -129股-3.52% | 减仓 |
| I景顺·S&PSPHQ |
| 0.7% | 0.73% | $252.0万 | 2.8万股 | $201.0万 | 2.7万股 | +1,235股+4.62% | 加仓 |
 雷神技术RTX |
| 0.68% | 0.66% | $244.7万 | 1.3万股 | $182.4万 | 9,458股 | +3,440股+36.37% | 加仓 |
 雪佛龙CVX |
| 0.66% | 0.96% | $236.6万 | 1.4万股 | $265.9万 | 1.3万股 | +1,423股+11.07% | 加仓 |
| IiShares安硕·COREIJR |
| 0.61% | 0.65% | $219.6万 | 1.5万股 | $179.8万 | 1.4万股 | +343股+2.37% | 加仓 |
| J摩根大通交易所交易基金JEPQ |
| 0.6% | 0.69% | $216.8万 | 3.5万股 | $190.5万 | 3.4万股 | +949股+2.77% | 加仓 |
| I景顺·CURRENCYSHARES EUROFXE |
| 0.6% | 0.92% | $214.5万 | 2.0万股 | $254.5万 | 2.4万股 | -3,510股-14.71% | 减仓 |
 康菲石油COP |
| 0.59% | 1.02% | $212.6万 | 2.0万股 | $283.3万 | 2.1万股 | -1,006股-4.69% | 减仓 |
 安费诺APH |
| 0.56% | 0.38% | $200.0万 | 1.1万股 | $104.6万 | 8,276股 | +3,068股+37.07% | 加仓 |
 标普全球SPGI |
| 0.53% | 0.59% | $189.6万 | 4,656股 | $163.1万 | 3,835股 | +821股+21.41% | 加仓 |
| WWisdomTree信托DLN |
| 0.52% | 0.64% | $188.5万 | 2.0万股 | $176.1万 | 2.0万股 | -144股-0.73% | 减仓 |
| IiShares安硕信托IVW |
| 0.52% | 0.55% | $187.5万 | 1.4万股 | $152.3万 | 1.3万股 | +167股+1.24% | 加仓 |
 思科CSCO |
| 0.51% | 0.38% | $182.6万 | 1.6万股 | $104.3万 | 1.3万股 | +2,100股+15.62% | 加仓 |
| B贝莱德ETF信托DYNF |
| 0.5% | 0.54% | $178.2万 | 2.6万股 | $149.3万 | 2.6万股 | +528股+2.06% | 加仓 |
| N新纪元能源NEE |
| 0.49% | 0.56% | $176.0万 | 2.0万股 | $154.6万 | 1.7万股 | +3,404股+20.45% | 加仓 |
 阿斯麦ASML |
| 0.48% | — | $173.9万 | 874股 | $0 | 0股 | +874股 | 新买入 |
| GGlobal X基金MLPX |
| 0.48% | 0.59% | $173.3万 | 2.4万股 | $162.9万 | 2.2万股 | +1,504股+6.83% | 加仓 |
 AMGEN COMAMGN |
| 0.47% | 0.46% | $169.4万 | 4,679股 | $126.1万 | 3,583股 | +1,096股+30.59% | 加仓 |
 台积电TSM |
| 0.46% | 0.41% | $166.4万 | 3,485股 | $114.1万 | 3,375股 | +110股+3.26% | 加仓 |
 英特尔INTC |
| 0.46% | 0.19% | $164.3万 | 1.2万股 | $51.6万 | 1.2万股 | +74股+0.63% | 加仓 |
 迪尔DE |
| 0.46% | 0.25% | $164.1万 | 2,587股 | $69.2万 | 1,229股 | +1,358股+110.50% | 加仓 |
