 GE航空GE |
| 5.11% | 4.66% | $1,216.1万 | 3.3万股 | $931.2万 | 3.3万股 | -277股-0.84% | 减仓 |
 谷歌AGOOGL |
| 4.75% | 4.61% | $1,129.9万 | 3.2万股 | $920.8万 | 3.2万股 | -403股-1.26% | 减仓 |
 应用材料AMAT |
| 4.74% | 2.79% | $1,128.0万 | 1.6万股 | $556.5万 | 1.6万股 | -681股-4.18% | 减仓 |
 GE VernovaGEV |
| 4.41% | 3.98% | $1,049.3万 | 8,931股 | $794.2万 | 9,098股 | -167股-1.84% | 减仓 |
 迈威尔MRVL |
| 3.8% | 1.78% | $902.9万 | 3.0万股 | $355.9万 | 3.6万股 | -5,621股-15.64% | 减仓 |
 微软MSFT |
| 3.48% | 4.21% | $828.7万 | 2.2万股 | $840.8万 | 2.3万股 | -500股-2.20% | 减仓 |
| BBROOKFIELD WEALTH SO A FCLASS ABNT |
| 2.68% | 3.12% | $638.1万 | 15.0万股 | $623.0万 | 15.0万股 | -900股-0.60% | 减仓 |
 苹果AAPL |
| 2.41% | 2.47% | $573.0万 | 2.0万股 | $493.2万 | 1.9万股 | +368股+1.89% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.38% | 2.34% | $567.1万 | 1.6万股 | $467.3万 | 1.6万股 | -242股-1.49% | 减仓 |
 伊顿ETN |
| 2.35% | 2.36% | $558.0万 | 1.3万股 | $471.9万 | 1.3万股 | -98股-0.74% | 减仓 |
 摩根大通JPM |
| 2.27% | 2.39% | $540.7万 | 1.7万股 | $477.2万 | 1.6万股 | +298股+1.84% | 加仓 |
 Meta平台META |
| 2.14% | 2.6% | $508.5万 | 9,027股 | $520.0万 | 9,088股 | -61股-0.67% | 减仓 |
 史赛克SYK |
| 1.89% | 2.34% | $450.3万 | 1.4万股 | $467.2万 | 1.4万股 | +85股+0.60% | 加仓 |
 嘉信理财SCHW |
| 1.82% | 2.21% | $431.6万 | 4.7万股 | $442.2万 | 4.7万股 | -270股-0.57% | 减仓 |
 仲量联行JLL |
| 1.69% | 1.99% | $402.5万 | 1.3万股 | $397.7万 | 1.3万股 | -80股-0.61% | 减仓 |
 亚马逊AMZN |
| 1.46% | 1.39% | $346.2万 | 1.5万股 | $276.8万 | 1.3万股 | +1,237股+9.31% | 加仓 |
 SL GREEN RLTYSLG |
| 1.41% | 1.22% | $335.3万 | 6.5万股 | $242.9万 | 6.6万股 | -985股-1.50% | 减仓 |
 波音BA |
| 1.37% | 1.52% | $326.8万 | 1.5万股 | $304.5万 | 1.5万股 | -199股-1.30% | 减仓 |
 英伟达NVDA |
| 1.35% | 1.11% | $321.2万 | 1.6万股 | $221.1万 | 1.3万股 | +3,378股+26.65% | 加仓 |
 优步UBER |
| 1.34% | 1.57% | $318.7万 | 4.4万股 | $313.2万 | 4.4万股 | +621股+1.43% | 加仓 |
 DANAHER DEL COMDHR |
| 1.28% | 1.46% | $305.5万 | 1.6万股 | $292.0万 | 1.5万股 | +640股+4.16% | 加仓 |
| RREGAL REXNORD COMRRX |
| 1.25% | 1.18% | $296.9万 | 1.2万股 | $236.1万 | 1.3万股 | -145股-1.15% | 减仓 |
 CVS健康CVS |
| 1.21% | 1.01% | $288.2万 | 2.8万股 | $201.5万 | 2.8万股 | -200股-0.71% | 减仓 |
 雅培ABT |
| 1.18% | 1.51% | $281.3万 | 3.1万股 | $301.3万 | 2.9万股 | +1,655股+5.64% | 加仓 |
| VVERSANT MEDIA COM CL AVSNT |
| 1.17% | 1.4% | $279.4万 | 7.8万股 | $280.5万 | 7.6万股 | +1,810股+2.39% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 1.12% | 1.2% | $265.2万 | 1.1万股 | $240.3万 | 1.1万股 | +34股+0.30% | 加仓 |
| GGE医疗GEHC |
| 1.11% | 1.39% | $264.2万 | 4.1万股 | $277.2万 | 3.9万股 | +2,332股+5.99% | 加仓 |
 CARLISLE COSCSL |
| 1.08% | 1.15% | $258.0万 | 7,111股 | $230.3万 | 6,902股 | +209股+3.03% | 加仓 |
| BBROOKFIELD BUSINESS CO FCLASS ABBUC |
| 1.07% | 1.3% | $253.4万 | 8.5万股 | $258.9万 | 8.2万股 | +3,083股+3.77% | 加仓 |
 Elevance健康ELV |
| 1.05% | 0.96% | $248.9万 | 6,437股 | $192.1万 | 6,562股 | -125股-1.90% | 减仓 |
 L3哈里斯LHX |
| 1.03% | 1.44% | $245.3万 | 8,442股 | $287.2万 | 8,322股 | +120股+1.44% | 加仓 |
| PPROLOGIS COMPLD |
| 1.01% | 1.18% | $241.4万 | 1.8万股 | $235.0万 | 1.8万股 | +40股+0.23% | 加仓 |
 阿里巴巴BABA |
| 1% | 1.55% | $238.9万 | 2.5万股 | $309.9万 | 2.5万股 | +185股+0.75% | 加仓 |
 布鲁克菲尔德BN |
| 0.99% | 1.14% | $236.5万 | 5.6万股 | $227.8万 | 5.6万股 | -763股-1.36% | 减仓 |
 第一资本COF |
| 0.98% | 1.07% | $233.6万 | 1.2万股 | $214.6万 | 1.2万股 | -120股-1.02% | 减仓 |
 摩托罗拉解决方案MSI |
| 0.94% | 1.22% | $224.3万 | 5,402股 | $242.8万 | 5,595股 | -193股-3.45% | 减仓 |
 PALO ALTOPANW |
| 0.92% | 0.53% | $219.6万 | 6,439股 | $105.6万 | 6,589股 | -150股-2.28% | 减仓 |
| V先锋领航指数基金VUG |
| 0.91% | 0.92% | $216.2万 | 2.5万股 | $183.1万 | 4,191股 | +2.1万股+498.85% | 加仓 |
 WASTE MGMT DELWM |
| 0.89% | 1.07% | $212.6万 | 9,539股 | $213.4万 | 9,286股 | +253股+2.72% | 加仓 |
 CrowdStrikeCRWD |
| 0.88% | 0.53% | $209.3万 | 2,742股 | $106.7万 | 2,732股 | +10股+0.37% | 加仓 |
 泛林集团LRCX |
| 0.87% | 0.51% | $208.0万 | 4,800股 | $102.6万 | 4,800股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.85% | 0.9% | $202.5万 | 5,742股 | $180.2万 | 5,480股 | +262股+4.78% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.85% | 0.96% | $202.2万 | 4,040股 | $192.0万 | 4,006股 | +34股+0.85% | 加仓 |
 阿斯麦ASML |
| 0.8% | 0.63% | $190.0万 | 955股 | $126.1万 | 955股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 0.74% | 1.61% | $174.9万 | 4.1万股 | $321.1万 | 5.1万股 | -1.0万股-19.93% | 减仓 |
 礼来LLY |
| 0.7% | — | $165.9万 | 1,383股 | $0 | 0股 | +1,383股 | 新买入 |
 摩根士丹利MS |
| 0.7% | 0.65% | $165.5万 | 7,916股 | $130.3万 | 7,916股 | 00.00% | 持仓不变 |
| AASTERA LABSALAB |
| 0.68% | 0.18% | $161.3万 | 3,340股 | $36.6万 | 3,335股 | +5股+0.15% | 加仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.67% | 0.8% | $158.8万 | 3.5万股 | $159.3万 | 3.6万股 | -426股-1.19% | 减仓 |
| I景顺·S&PSPHQ |
| 0.64% | 0.63% | $151.8万 | 1.7万股 | $125.2万 | 1.7万股 | +195股+1.17% | 加仓 |
