 谷歌AGOOGL |
| 5.27% | 5.42% | $2,156.6万 | 6.0万股 | $1,790.5万 | 6.2万股 | -1,917股-3.08% | 减仓 |
 苹果AAPL |
| 5.02% | 5.47% | $2,054.0万 | 7.1万股 | $1,809.5万 | 7.1万股 | -315股-0.44% | 减仓 |
 AMD超威AMD |
| 5.01% | 2.22% | $2,051.9万 | 3.5万股 | $735.0万 | 3.6万股 | -806股-2.23% | 减仓 |
 应用材料AMAT |
| 4.81% | 2.88% | $1,971.6万 | 2.7万股 | $953.0万 | 2.8万股 | -612股-2.19% | 减仓 |
 英伟达NVDA |
| 4.1% | 4.49% | $1,678.2万 | 8.4万股 | $1,483.5万 | 8.5万股 | -1,188股-1.40% | 减仓 |
 博通AVGO |
| 3.62% | 3.71% | $1,482.9万 | 3.9万股 | $1,226.1万 | 4.0万股 | -360股-0.91% | 减仓 |
 微软MSFT |
| 3.1% | 3.84% | $1,269.6万 | 3.4万股 | $1,267.5万 | 3.4万股 | -206股-0.60% | 减仓 |
 科磊KLAC |
| 3.09% | 1.87% | $1,267.2万 | 4.2万股 | $618.9万 | 4,203股 | +3.8万股+899.29% | 加仓 |
 思科CSCO |
| 2.25% | 1.92% | $922.8万 | 7.9万股 | $635.0万 | 8.2万股 | -3,269股-3.99% | 减仓 |
 亚马逊AMZN |
| 2.08% | 2.33% | $852.4万 | 3.6万股 | $770.9万 | 3.7万股 | -1,251股-3.38% | 减仓 |
 美光科技MU |
| 1.98% | 0.72% | $810.8万 | 7,024股 | $237.5万 | 7,030股 | -6股-0.09% | 减仓 |
 西部数据WDC |
| 1.84% | 0.97% | $754.3万 | 1.2万股 | $320.5万 | 1.2万股 | -38股-0.32% | 减仓 |
 安费诺APH |
| 1.48% | 1.37% | $607.6万 | 3.4万股 | $453.5万 | 3.6万股 | -1,428股-3.98% | 减仓 |
 泛林集团LRCX |
| 1.45% | 0.88% | $595.3万 | 1.4万股 | $289.3万 | 1.4万股 | +196股+1.45% | 加仓 |
 德州仪器TXN |
| 1.39% | 1.16% | $568.1万 | 1.9万股 | $385.0万 | 2.0万股 | -773股-3.90% | 减仓 |
 沃尔玛WMT |
| 1.38% | 1.95% | $564.9万 | 5.0万股 | $645.2万 | 5.2万股 | -2,044股-3.94% | 减仓 |
 Meta平台META |
| 1.31% | 1.7% | $536.0万 | 9,516股 | $560.6万 | 9,798股 | -282股-2.88% | 减仓 |
 特斯拉TSLA |
| 1.26% | 1.42% | $516.5万 | 1.2万股 | $468.3万 | 1.3万股 | -318股-2.52% | 减仓 |
 CrowdStrikeCRWD |
| 1.25% | 0.79% | $511.2万 | 6,698股 | $261.3万 | 6,692股 | +6股+0.09% | 加仓 |
 ANALOG DEVICES COMADI |
| 1.15% | 1.19% | $471.7万 | 1.2万股 | $392.2万 | 1.2万股 | -451股-3.66% | 减仓 |
 台积电TSM |
| 1.13% | 0.98% | $462.7万 | 9,689股 | $322.4万 | 9,540股 | +149股+1.56% | 加仓 |
 贝莱德·INC COMBLK |
| 1.09% | 1.39% | $444.9万 | 4,627股 | $459.9万 | 4,782股 | -155股-3.24% | 减仓 |
| N新纪元能源NEE |
| 1.06% | 1.33% | $432.4万 | 4.9万股 | $438.0万 | 4.7万股 | +2,105股+4.46% | 加仓 |
 FEDERAL RLTY INVT TR NEWFRT |
| 1.01% | 1.12% | $414.5万 | 3.4万股 | $371.1万 | 3.5万股 | -1,359股-3.89% | 减仓 |
 甲骨文ORCL |
| 1.01% | 1.15% | $413.0万 | 2.8万股 | $381.1万 | 2.6万股 | +2,275股+8.78% | 加仓 |
 特灵科技TT |
| 1.01% | 1.07% | $412.3万 | 8,394股 | $353.3万 | 8,479股 | -85股-1.00% | 减仓 |
| V先锋领航指数基金VOO |
| 0.98% | 0.51% | $400.8万 | 5,835股 | $168.1万 | 2,813股 | +3,022股+107.43% | 加仓 |
 CHUBB LIMITEDCB |
| 0.92% | 1.08% | $376.7万 | 1.1万股 | $358.4万 | 1.1万股 | +57股+0.52% | 加仓 |
 黑石集团BX |
| 0.9% | 1.15% | $369.3万 | 3.1万股 | $379.5万 | 3.3万股 | -1,617股-4.90% | 减仓 |
 艾伯维ABBV |
| 0.9% | 0.99% | $368.4万 | 1.5万股 | $325.8万 | 1.5万股 | -340股-2.27% | 减仓 |
 派克汉尼汾PH |
| 0.84% | 0.99% | $344.8万 | 3,525股 | $326.2万 | 3,644股 | -119股-3.27% | 减仓 |
 礼来LLY |
| 0.83% | 0.81% | $340.0万 | 2,835股 | $269.1万 | 2,926股 | -91股-3.11% | 减仓 |
 艺康ECL |
| 0.82% | 0.99% | $333.8万 | 1.2万股 | $327.8万 | 1.2万股 | -340股-2.76% | 减仓 |
 通用动力GD |
| 0.78% | 0.97% | $319.1万 | 9,008股 | $322.1万 | 9,383股 | -375股-4.00% | 减仓 |
 迈威尔MRVL |
| 0.76% | 0.31% | $312.7万 | 1.0万股 | $103.5万 | 1.0万股 | +45股+0.43% | 加仓 |
 宣伟SHW |
| 0.75% | 0.91% | $306.3万 | 8,896股 | $300.2万 | 9,364股 | -468股-5.00% | 减仓 |
 Phillips 66PSX |
| 0.72% | 0.99% | $294.7万 | 1.7万股 | $327.2万 | 1.8万股 | -526股-2.93% | 减仓 |
 林德LIN |
| 0.72% | 0.85% | $293.5万 | 5,655股 | $281.6万 | 5,681股 | -26股-0.46% | 减仓 |
| V先锋领航指数基金VB |
| 0.7% | 0.75% | $287.3万 | 9,478股 | $247.1万 | 9,436股 | +42股+0.45% | 加仓 |
| IiShares安硕信托IEFA |
| 0.7% | 0.8% | $287.0万 | 3.0万股 | $263.3万 | 2.9万股 | +628股+2.16% | 加仓 |
 VisaV |
| 0.69% | 0.78% | $281.8万 | 8,214股 | $256.4万 | 8,484股 | -270股-3.18% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.67% | 0.66% | $273.1万 | 7,800股 | $219.1万 | 7,760股 | +40股+0.52% | 加仓 |
 埃克森美孚XOM |
| 0.66% | 1.05% | $272.0万 | 2.0万股 | $347.8万 | 2.0万股 | -604股-2.95% | 减仓 |
 PALO ALTOPANW |
| 0.66% | 0.38% | $270.3万 | 7,925股 | $126.2万 | 7,872股 | +53股+0.67% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.66% | 0.89% | $269.8万 | 8.4万股 | $294.7万 | 8.8万股 | -3,472股-3.95% | 减仓 |
 L3哈里斯LHX |
| 0.64% | 0.96% | $260.2万 | 8,955股 | $318.1万 | 9,217股 | -262股-2.84% | 减仓 |
| V先锋领航·MIDVO |
| 0.63% | 0.68% | $257.0万 | 3.2万股 | $225.6万 | 7,854股 | +2.4万股+306.09% | 加仓 |
 飞塔FTNT |
| 0.59% | 0.39% | $241.6万 | 1.6万股 | $128.7万 | 1.6万股 | -16股-0.10% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.56% | $224.8万 | 6,363股 | $184.1万 | 6,419股 | -56股-0.87% | 减仓 |
 史赛克SYK |
| 0.54% | 0.73% | $221.9万 | 7,049股 | $241.4万 | 7,346股 | -297股-4.04% | 减仓 |
