 微软MSFT |
| 6.74% | 6.49% | $220.8万 | 4,565股 | $249.2万 | 4,842股 | -277股-5.72% | 减仓 |
 博通AVGO |
| 6.39% | 11.3% | $209.5万 | 6,052股 | $433.8万 | 1.8万股 | -1.2万股-66.73% | 减仓 |
 Meta平台META |
| 5.13% | 0.07% | $168.0万 | 2,545股 | $2.6万 | 36股 | +2,509股+6,969.44% | 加仓 |
 亚马逊AMZN |
| 4.94% | 1.83% | $161.8万 | 7,008股 | $70.4万 | 3,168股 | +3,840股+121.21% | 加仓 |
 甲骨文ORCL |
| 4.49% | 6.42% | $147.2万 | 7,550股 | $246.4万 | 1.0万股 | -2,522股-25.04% | 减仓 |
 SOFI TECHNOLOGIES COMSOFI |
| 4.4% | 1.03% | $144.0万 | 5.5万股 | $39.6万 | 1.5万股 | +4.0万股+266.67% | 加仓 |
 英伟达NVDA |
| 4.06% | 6.19% | $133.0万 | 7,132股 | $237.6万 | 1.3万股 | -5,925股-45.38% | 减仓 |
 赛富时CRM |
| 4.04% | — | $132.3万 | 4,995股 | $0 | 0股 | +4,995股 | 新买入 |
 VistraVST |
| 3.97% | 7.88% | $130.0万 | 8,058股 | $302.3万 | 1.4万股 | -5,955股-42.50% | 减仓 |
| VVENTURE GLOBAL INC CLASS AVG |
| 3.75% | — | $122.8万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 艾伯维ABBV |
| 3.69% | — | $120.7万 | 5,284股 | $0 | 0股 | +5,284股 | 新买入 |
 EquinixEQIX |
| 3.48% | — | $113.9万 | 1,486股 | $0 | 0股 | +1,486股 | 新买入 |
 COMCAST NEW CL ACMCSA |
| 3.27% | 3.68% | $107.2万 | 3.6万股 | $141.4万 | 4.5万股 | -9,131股-20.29% | 减仓 |
 卡地纳健康CAH |
| 3.25% | 0.01% | $106.3万 | 5,173股 | $2,511 | 16股 | +5,157股+32,231.25% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 2.92% | — | $95.8万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 苹果AAPL |
| 2.83% | 4.09% | $92.5万 | 3,404股 | $156.9万 | 6,165股 | -2,761股-44.79% | 减仓 |
 慧与HPEHPE |
| 2.68% | — | $87.9万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 思科CSCO |
| 2.41% | — | $78.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 2.38% | 2.21% | $78.0万 | 1,551股 | $84.8万 | 1,698股 | -147股-8.66% | 减仓 |
 埃克森美孚XOM |
| 1.85% | — | $60.7万 | 5,041股 | $0 | 0股 | +5,041股 | 新买入 |
 特灵科技TT |
| 1.76% | 1.16% | $57.5万 | 1,478股 | $44.5万 | 1,074股 | +404股+37.62% | 加仓 |
 威瑞森VZ |
| 1.57% | — | $51.5万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 嘉信理财SCHW |
| 1.47% | — | $48.0万 | 4,805股 | $0 | 0股 | +4,805股 | 新买入 |
 WELLS FARGO NEWWFC |
| 1.46% | 1.11% | $47.8万 | 5,130股 | $42.7万 | 5,046股 | +84股+1.66% | 加仓 |
 VisaV |
| 1.39% | — | $45.7万 | 1,302股 | $0 | 0股 | +1,302股 | 新买入 |
 ONEOKOKE |
| 1.38% | — | $45.2万 | 6,155股 | $0 | 0股 | +6,155股 | 新买入 |
 财捷INTU |
| 1.36% | — | $44.5万 | 672股 | $0 | 0股 | +672股 | 新买入 |
 CVS健康CVS |
| 1.35% | — | $44.1万 | 5,555股 | $0 | 0股 | +5,555股 | 新买入 |
 TJXTJX |
| 1.34% | — | $44.0万 | 2,867股 | $0 | 0股 | +2,867股 | 新买入 |
 UNITED RENTALSURI |
| 1.32% | — | $43.4万 | 536股 | $0 | 0股 | +536股 | 新买入 |
 高露洁CL |
| 1.32% | — | $43.3万 | 5,475股 | $0 | 0股 | +5,475股 | 新买入 |
 星巴克SBUX |
| 1.31% | — | $42.8万 | 5,085股 | $0 | 0股 | +5,085股 | 新买入 |
 雅培ABT |
| 1.3% | — | $42.7万 | 3,410股 | $0 | 0股 | +3,410股 | 新买入 |
 ARCHER DANIELS MIDLAND COMADM |
| 1.28% | — | $42.0万 | 7,314股 | $0 | 0股 | +7,314股 | 新买入 |
 KROGER COMKR |
| 1.26% | — | $41.2万 | 6,593股 | $0 | 0股 | +6,593股 | 新买入 |
 EQTEQT |
| 1.26% | 0.01% | $41.2万 | 7,683股 | $2,504 | 46股 | +7,637股+16,602.17% | 加仓 |
 NETFLIXNFLX |
| 1.2% | 2.11% | $39.4万 | 4,197股 | $80.8万 | 670股 | +3,527股+526.42% | 加仓 |
