 英伟达NVDA |
| 21.6% | 21.88% | $3,316.6万 | 16.6万股 | $2,892.5万 | 16.6万股 | -97股-0.06% | 减仓 |
 苹果AAPL |
| 17.54% | 17.87% | $2,692.7万 | 9.3万股 | $2,363.2万 | 9.3万股 | -59股-0.06% | 减仓 |
| I景顺·NASDAQ 100 ETFQQQM |
| 8.25% | — | $1,267.4万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 AMD超威AMD |
| 5.94% | 2.42% | $912.6万 | 1.6万股 | $320.4万 | 1.6万股 | -40股-0.25% | 减仓 |
 礼来LLY |
| 5.4% | 4.8% | $829.2万 | 6,913股 | $634.9万 | 6,903股 | +10股+0.14% | 加仓 |
 微软MSFT |
| 2.6% | 3% | $399.8万 | 1.1万股 | $397.3万 | 1.1万股 | -15股-0.14% | 减仓 |
 博通AVGO |
| 2.18% | 2.09% | $335.0万 | 8,869股 | $275.7万 | 8,908股 | -39股-0.44% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.16% | 0.95% | $331.4万 | 7,680股 | $126.1万 | 7,680股 | 00.00% | 持仓不变 |
 Meta平台META |
| 1.82% | 2.17% | $280.2万 | 4,974股 | $286.3万 | 5,004股 | -30股-0.60% | 减仓 |
| IiShares安硕信托IDV |
| 1.75% | 1.98% | $268.3万 | 6.5万股 | $262.3万 | 6.2万股 | +3,123股+5.07% | 加仓 |
 谷歌AGOOGL |
| 1.62% | 1.51% | $248.4万 | 6,950股 | $199.3万 | 6,930股 | +20股+0.29% | 加仓 |
 默沙东MRK |
| 1.57% | 1.72% | $240.8万 | 1.9万股 | $227.8万 | 1.9万股 | -196股-1.03% | 减仓 |
 摩根大通JPM |
| 1.54% | 1.63% | $236.5万 | 7,225股 | $215.5万 | 7,325股 | -100股-1.37% | 减仓 |
 思科CSCO |
| 1.34% | 1.04% | $205.7万 | 1.8万股 | $136.9万 | 1.8万股 | -125股-0.71% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.34% | 1.56% | $205.5万 | 4,107股 | $205.9万 | 4,297股 | -190股-4.42% | 减仓 |
| IIBMIBM |
| 1.19% | 1.17% | $182.0万 | 6,472股 | $155.2万 | 6,402股 | +70股+1.09% | 加仓 |
 摩根士丹利MS |
| 1.12% | 1.04% | $172.6万 | 8,259股 | $137.6万 | 8,359股 | -100股-1.20% | 减仓 |
 特斯拉TSLA |
| 1.02% | 1.03% | $156.3万 | 3,716股 | $136.3万 | 3,666股 | +50股+1.36% | 加仓 |
 强生JNJ |
| 0.95% | 1.02% | $145.3万 | 5,720股 | $134.4万 | 5,500股 | +220股+4.00% | 加仓 |
 康宁GLW |
| 0.94% | 0.58% | $144.3万 | 5,650股 | $76.8万 | 5,650股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.94% | 0.89% | $144.2万 | 4,080股 | $117.0万 | 4,080股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.72% | 0.81% | $110.4万 | 3,050股 | $107.3万 | 3,050股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.71% | 0.71% | $108.4万 | 4,307股 | $93.7万 | 4,307股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.66% | 0.91% | $101.0万 | 2.4万股 | $120.2万 | 2.4万股 | -100股-0.42% | 减仓 |
 沃尔玛WMT |
| 0.58% | 0.73% | $88.3万 | 7,797股 | $96.9万 | 7,797股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.57% | 0.58% | $87.8万 | 2.0万股 | $76.9万 | 2.0万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.56% | 0.67% | $86.7万 | 1.5万股 | $88.2万 | 1.5万股 | +510股+3.51% | 加仓 |
 爱迪生联合电气ED |
| 0.56% | 0.67% | $86.0万 | 7,775股 | $88.0万 | 7,775股 | 00.00% | 持仓不变 |
 美光科技MU |
| 0.53% | 0.18% | $80.8万 | 700股 | $23.6万 | 700股 | 00.00% | 持仓不变 |
| F富达Covington信托FDVV |
| 0.49% | 0.52% | $75.1万 | 1.2万股 | $68.4万 | 1.2万股 | +81股+0.65% | 加仓 |
 VertivVRT |
| 0.48% | 0.42% | $74.3万 | 2,220股 | $55.6万 | 2,220股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.47% | 0.55% | $72.0万 | 3,794股 | $73.2万 | 3,794股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.45% | 0.63% | $69.8万 | 4,453股 | $83.1万 | 4,453股 | 00.00% | 持仓不变 |
| DD-WAVE QUANTUMQBTS |
| 0.42% | 0.29% | $64.3万 | 2.7万股 | $38.9万 | 2.7万股 | -150股-0.56% | 减仓 |
 亚马逊AMZN |
| 0.41% | 0.42% | $63.2万 | 2,652股 | $55.2万 | 2,652股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.41% | 0.54% | $63.2万 | 6,961股 | $71.5万 | 6,961股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.4% | 0.43% | $61.7万 | 8,579股 | $56.6万 | 8,579股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 0.39% | 0.2% | $60.6万 | 1,710股 | $25.9万 | 1,710股 | 00.00% | 持仓不变 |
 WELLTOWER COMWELL |
| 0.36% | 0.37% | $55.6万 | 2,450股 | $48.4万 | 2,450股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.33% | 0.29% | $50.2万 | 1,344股 | $38.1万 | 1,344股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.29% | 0.44% | $43.8万 | 2,640股 | $57.7万 | 2,790股 | -150股-5.38% | 减仓 |
 麦当劳MCD |
| 0.28% | 0.38% | $43.7万 | 1,616股 | $50.2万 | 1,616股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 0.28% | 0.37% | $43.5万 | 1,390股 | $49.5万 | 1,390股 | 00.00% | 持仓不变 |
 波音BA |
| 0.28% | 0.34% | $43.5万 | 2,010股 | $44.4万 | 2,233股 | -223股-9.99% | 减仓 |
 康菲石油COP |
| 0.27% | 0.4% | $42.0万 | 4,040股 | $53.3万 | 4,040股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.27% | 0.33% | $41.7万 | 1,871股 | $43.0万 | 1,871股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.27% | 0.29% | $41.1万 | 5,052股 | $38.4万 | 5,052股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.26% | 0.2% | $40.2万 | 1,350股 | $26.2万 | 1,350股 | 00.00% | 持仓不变 |
 GLOBUS MEDGMED |
| 0.23% | 0.29% | $35.0万 | 4,425股 | $38.1万 | 4,425股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.22% | 0.25% | $33.9万 | 2,309股 | $33.4万 | 2,309股 | 00.00% | 持仓不变 |
