 英伟达NVDA |
| 13.99% | 14.9% | $2,702.5万 | 13.5万股 | $2,481.7万 | 14.2万股 | -7,239股-5.09% | 减仓 |
 微软MSFT |
| 10.58% | 12.11% | $2,044.0万 | 5.5万股 | $2,015.8万 | 5.4万股 | +340股+0.62% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 9.97% | 9.84% | $1,926.2万 | 5.5万股 | $1,637.9万 | 5.7万股 | -2,580股-4.52% | 减仓 |
 谷歌AGOOGL |
| 6.73% | 6.36% | $1,299.1万 | 3.6万股 | $1,058.9万 | 3.7万股 | -472股-1.28% | 减仓 |
 摩根大通JPM |
| 5.36% | 5.49% | $1,034.4万 | 3.2万股 | $914.2万 | 3.1万股 | +524股+1.69% | 加仓 |
 VisaV |
| 5.04% | 5.13% | $973.8万 | 2.8万股 | $854.6万 | 2.8万股 | +110股+0.39% | 加仓 |
 Meta平台META |
| 3.97% | 4.04% | $767.3万 | 1.4万股 | $673.1万 | 1.2万股 | +1,857股+15.79% | 加仓 |
 英特尔INTC |
| 3.45% | 1.35% | $667.2万 | 4.8万股 | $224.8万 | 5.1万股 | -3,155股-6.19% | 减仓 |
 新思科技SNPS |
| 3.23% | 3.36% | $624.1万 | 1.4万股 | $559.2万 | 1.4万股 | -114股-0.81% | 减仓 |
 特斯拉TSLA |
| 3.04% | 3.17% | $586.2万 | 1.4万股 | $527.8万 | 1.4万股 | -260股-1.83% | 减仓 |
 礼来LLY |
| 2.93% | 2.56% | $565.8万 | 4,717股 | $427.0万 | 4,642股 | +75股+1.62% | 加仓 |
| T赛默飞世尔TMO |
| 2.73% | — | $526.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 ServiceNowNOW |
| 2.59% | 3.09% | $499.3万 | 5.0万股 | $514.0万 | 4.9万股 | +1,125股+2.29% | 加仓 |
 宝洁PG |
| 2.52% | 2.79% | $487.3万 | 3.3万股 | $465.2万 | 3.2万股 | +1,026股+3.19% | 加仓 |
 默沙东MRK |
| 2.44% | 2.59% | $472.0万 | 3.7万股 | $431.2万 | 3.6万股 | +880股+2.45% | 加仓 |
 迪士尼DIS |
| 2.43% | 3.49% | $470.0万 | 4.9万股 | $581.6万 | 6.0万股 | -1.2万股-19.08% | 减仓 |
 博通AVGO |
| 2.16% | 1.25% | $418.1万 | 1.1万股 | $208.1万 | 6,723股 | +4,345股+64.63% | 加仓 |
| N新纪元能源NEE |
| 1.59% | 1.91% | $306.4万 | 3.5万股 | $317.3万 | 3.4万股 | +754股+2.21% | 加仓 |
 雪佛龙CVX |
| 1.58% | 2.21% | $306.0万 | 1.8万股 | $368.2万 | 1.8万股 | +664股+3.73% | 加仓 |
 WASTE MGMT DELWM |
| 1.5% | 1.75% | $289.8万 | 1.3万股 | $291.0万 | 1.3万股 | +342股+2.70% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.27% | 1.53% | $245.8万 | 1.5万股 | $254.2万 | 1.5万股 | +301股+2.04% | 加仓 |
 联合健康UNH |
| 1.18% | 0.93% | $228.0万 | 5,485股 | $155.3万 | 5,740股 | -255股-4.44% | 减仓 |
| AAT&TT |
| 1.14% | 1.62% | $220.6万 | 10.7万股 | $270.5万 | 9.3万股 | +1.3万股+14.22% | 加仓 |
 ROYAL BK CDA COMRY |
| 1.14% | 1.03% | $220.5万 | 1.1万股 | $171.6万 | 1.1万股 | 00.00% | 持仓不变 |
 OTIS WORLDWIDEOTIS |
| 1.13% | 1.36% | $219.0万 | 3.1万股 | $225.9万 | 2.9万股 | +1,278股+4.36% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.02% | 1.03% | $197.6万 | 5,644股 | $171.3万 | 6,068股 | -424股-6.99% | 减仓 |
 台积电TSM |
| 0.91% | 0.76% | $175.9万 | 3,683股 | $126.0万 | 3,729股 | -46股-1.23% | 减仓 |
 NETFLIXNFLX |
| 0.86% | 0.02% | $165.7万 | 2.3万股 | $2.9万 | 300股 | +2.3万股+7,634.00% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.47% | 0.5% | $91.6万 | 6,897股 | $83.8万 | 7,349股 | -452股-6.15% | 减仓 |
 CANADIAN IMPERIAL BANK OFCM |
| 0.29% | 0.28% | $55.9万 | 4,860股 | $45.9万 | 4,860股 | 00.00% | 持仓不变 |
 LAUDER ESTEE COS CL AEL |
| 0.28% | 0.33% | $54.1万 | 6,847股 | $54.6万 | 7,605股 | -758股-9.97% | 减仓 |
 PALO ALTOPANW |
| 0.27% | 0.15% | $52.9万 | 1,550股 | $25.7万 | 1,600股 | -50股-3.13% | 减仓 |
 可口可乐KO |
| 0.2% | 0.23% | $39.6万 | 4,869股 | $38.2万 | 5,027股 | -158股-3.14% | 减仓 |
 PAYPAL COMPYPL |
| 0.2% | 0.25% | $38.6万 | 8,947股 | $42.1万 | 9,316股 | -369股-3.96% | 减仓 |
 耐克NKE |
| 0.18% | 0.28% | $34.0万 | 8,276股 | $46.4万 | 8,793股 | -517股-5.88% | 减仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.14% | 0.13% | $28.0万 | 2,300股 | $21.4万 | 2,300股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.13% | 0.09% | $24.5万 | 2,082股 | $14.6万 | 1,882股 | +200股+10.63% | 加仓 |
 万事达MA |
| 0.11% | 0.13% | $20.9万 | 406股 | $22.2万 | 445股 | -39股-8.76% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.1% | 0.12% | $19.7万 | 830股 | $19.4万 | 830股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.09% | 0.14% | $18.1万 | 7,530股 | $22.9万 | 8,155股 | -625股-7.66% | 减仓 |
 埃克森美孚XOM |
| 0.09% | 0.14% | $18.0万 | 1,316股 | $22.7万 | 1,336股 | -20股-1.50% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.07% | 0.11% | $14.2万 | 1,154股 | $18.2万 | 1,154股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.07% | 0.09% | $13.6万 | 1,006股 | $15.6万 | 1,006股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.07% | 0.06% | $13.2万 | 353股 | $10.0万 | 353股 | 00.00% | 持仓不变 |
 MERCADOLIBRE COMMELI |
| 0.05% | 0.06% | $9.5万 | 56股 | $9.7万 | 56股 | 00.00% | 持仓不变 |
| IISHARES MSCI EMERGING MARKETS ASIA ETFEEMA |
| 0.05% | — | $9.0万 | 768股 | $0 | 0股 | +768股 | 新买入 |
 洛克希德马丁LMT |
| 0.04% | — | $8.7万 | 170股 | $0 | 0股 | +170股 | 新买入 |
 甲骨文ORCL |
| 0.04% | 0.06% | $8.2万 | 561股 | $10.8万 | 732股 | -171股-23.36% | 减仓 |
 星巴克SBUX |
| 0.04% | 0.04% | $8.0万 | 782股 | $7.0万 | 782股 | 00.00% | 持仓不变 |
| IiShares安硕URTH |
| 0.04% | — | $7.9万 | 390股 | $0 | 0股 | +390股 | 新买入 |
