 苹果AAPL |
| 5.93% | 5.68% | $8,931.9万 | 32.9万股 | $8,521.6万 | 33.5万股 | -6,121股-1.83% | 减仓 |
 谷歌AGOOGL |
| 5.89% | 4.68% | $8,861.8万 | 28.3万股 | $7,019.5万 | 28.9万股 | -5,627股-1.95% | 减仓 |
 微软MSFT |
| 4.54% | 4.97% | $6,839.6万 | 14.1万股 | $7,466.6万 | 14.4万股 | -2,732股-1.90% | 减仓 |
 博通AVGO |
| 4.49% | 4.41% | $6,760.5万 | 19.5万股 | $6,627.0万 | 20.1万股 | -5,541股-2.76% | 减仓 |
 英伟达NVDA |
| 3.64% | 3.72% | $5,477.7万 | 29.4万股 | $5,584.0万 | 29.9万股 | -5,575股-1.86% | 减仓 |
 亚马逊AMZN |
| 2.25% | 2.19% | $3,391.6万 | 14.7万股 | $3,287.7万 | 15.0万股 | -2,797股-1.87% | 减仓 |
 HSBC SPON ADR NEWHSBC |
| 1.55% | 1.42% | $2,326.3万 | 29.6万股 | $2,125.9万 | 30.0万股 | -3,809股-1.27% | 减仓 |
 科磊KLAC |
| 1.38% | 1.26% | $2,082.9万 | 1.7万股 | $1,888.5万 | 1.8万股 | -367股-2.10% | 减仓 |
 阿里巴巴BABA |
| 1.28% | 1.61% | $1,933.0万 | 13.2万股 | $2,421.5万 | 13.5万股 | -3,611股-2.67% | 减仓 |
 BOOKING COMBKNG |
| 1.18% | 1.21% | $1,771.5万 | 3,308股 | $1,822.3万 | 3,375股 | -67股-1.99% | 减仓 |
 摩根大通JPM |
| 1.12% | 1.13% | $1,680.0万 | 5.2万股 | $1,697.8万 | 5.4万股 | -1,687股-3.13% | 减仓 |
 再生元REGN |
| 1.06% | 0.78% | $1,588.5万 | 2.1万股 | $1,177.4万 | 2.1万股 | -361股-1.72% | 减仓 |
 阿斯麦ASML |
| 1.04% | 0.96% | $1,566.1万 | 1.5万股 | $1,443.7万 | 1.5万股 | -275股-1.84% | 减仓 |
 Meta平台META |
| 1.04% | 1.18% | $1,560.4万 | 2.4万股 | $1,765.5万 | 2.4万股 | -401股-1.67% | 减仓 |
 强生JNJ |
| 1.03% | 0.95% | $1,547.8万 | 7.5万股 | $1,423.2万 | 7.7万股 | -1,967股-2.56% | 减仓 |
 万事达MA |
| 1.03% | 1.05% | $1,543.5万 | 2.7万股 | $1,570.0万 | 2.8万股 | -565股-2.05% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.02% | 0.85% | $1,542.5万 | 18.6万股 | $1,270.4万 | 18.9万股 | -3,571股-1.89% | 减仓 |
| B百度BIDU |
| 1.02% | 1.05% | $1,539.9万 | 11.8万股 | $1,583.9万 | 12.0万股 | -2,347股-1.95% | 减仓 |
 AMETEK COMAME |
| 0.91% | 0.85% | $1,367.4万 | 6.7万股 | $1,277.4万 | 6.8万股 | -1,345股-1.98% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.88% | 0.55% | $1,332.0万 | 14.6万股 | $831.5万 | 7.7万股 | +6.9万股+89.34% | 加仓 |
| IiShares安硕信托IVV |
| 0.87% | 0.87% | $1,315.1万 | 1.9万股 | $1,307.4万 | 2.0万股 | -333股-1.70% | 减仓 |
 WILLIAMS SONOMAWSM |
| 0.87% | 0.98% | $1,309.5万 | 7.3万股 | $1,465.5万 | 7.5万股 | -1,660股-2.21% | 减仓 |
 ExelixisEXEL |
| 0.84% | 0.81% | $1,267.9万 | 28.9万股 | $1,220.1万 | 29.5万股 | -6,147股-2.08% | 减仓 |
 ETSY COMETSY |
| 0.83% | 1.03% | $1,249.0万 | 22.5万股 | $1,543.2万 | 23.2万股 | -7,164股-3.08% | 减仓 |
| IiShares安硕·RUSSELLIWF |
| 0.82% | 0.81% | $1,233.7万 | 2.6万股 | $1,210.8万 | 2.6万股 | +217股+0.84% | 加仓 |
| S道富SPYV |
| 0.81% | 0.8% | $1,212.3万 | 21.3万股 | $1,202.1万 | 21.7万股 | -3,863股-1.78% | 减仓 |
 高盛GS |
| 0.78% | 0.73% | $1,174.0万 | 1.3万股 | $1,099.1万 | 1.4万股 | -446股-3.23% | 减仓 |
 福泰制药VRTX |
| 0.77% | 0.68% | $1,153.3万 | 2.5万股 | $1,015.9万 | 2.6万股 | -502股-1.94% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.72% | 0.67% | $1,086.9万 | 11.7万股 | $1,010.8万 | 12.1万股 | -3,976股-3.30% | 减仓 |
 TwilioTWLO |
| 0.71% | 0.51% | $1,068.0万 | 7.5万股 | $763.9万 | 7.6万股 | -1,237股-1.62% | 减仓 |
 切尼尔能源LNG |
| 0.71% | 0.88% | $1,063.6万 | 5.5万股 | $1,315.5万 | 5.6万股 | -1,267股-2.26% | 减仓 |
| SSPDR道富系列信托SPYG |
| 0.7% | 0.7% | $1,048.9万 | 9.8万股 | $1,056.7万 | 10.1万股 | -2,802股-2.77% | 减仓 |
 EOG资源EOG |
| 0.69% | 0.47% | $1,032.7万 | 9.8万股 | $712.5万 | 6.4万股 | +3.5万股+54.75% | 加仓 |
 FIRST HORIZONFHN |
| 0.67% | 0.67% | $1,011.3万 | 42.3万股 | $1,000.2万 | 44.2万股 | -1.9万股-4.34% | 减仓 |
 穆迪MCO |
| 0.67% | — | $1,005.3万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.63% | 0.61% | $952.3万 | 1.9万股 | $916.3万 | 1.8万股 | +718股+3.94% | 加仓 |
 ACUITYAYI |
| 0.62% | 0.61% | $926.5万 | 2.6万股 | $915.5万 | 2.7万股 | -849股-3.19% | 减仓 |
 PAYPAL COMPYPL |
| 0.61% | 0.75% | $922.5万 | 15.8万股 | $1,118.9万 | 16.7万股 | -8,830股-5.29% | 减仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.61% | 0.6% | $922.3万 | 17.4万股 | $899.8万 | 17.0万股 | +4,731股+2.79% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.6% | 0.69% | $905.4万 | 2.9万股 | $1,037.4万 | 3.0万股 | -569股-1.93% | 减仓 |
| SSIEMENS A G FSIEGY |
| 0.6% | 0.6% | $898.4万 | 6.4万股 | $895.4万 | 6.6万股 | -2,127股-3.21% | 减仓 |
 EntergyETR |
| 0.59% | 0.62% | $892.2万 | 9.7万股 | $930.6万 | 10.0万股 | -3,334股-3.34% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.6% | $863.6万 | 3.8万股 | $900.0万 | 3.9万股 | -1,074股-2.76% | 减仓 |
 Arista网络ANET |
| 0.57% | 0.95% | $858.6万 | 6.6万股 | $1,424.0万 | 9.8万股 | -3.2万股-32.95% | 减仓 |
| EEBAY COMEBAY |
| 0.56% | 0.6% | $835.9万 | 9.6万股 | $902.5万 | 9.9万股 | -3,261股-3.29% | 减仓 |
| IIBMIBM |
| 0.54% | 0.53% | $807.5万 | 2.7万股 | $793.6万 | 2.8万股 | -863股-3.07% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.51% | 0.54% | $771.7万 | 18.1万股 | $808.7万 | 9.3万股 | +8.8万股+94.95% | 加仓 |
 飞塔FTNT |
| 0.5% | 0.78% | $750.1万 | 9.4万股 | $1,166.7万 | 13.9万股 | -4.4万股-31.93% | 减仓 |
| PPING AN INS GROUP CO CHINA LTD SPON ADR REP HPNGAY |
| 0.5% | 0.4% | $745.9万 | 44.4万股 | $607.2万 | 44.6万股 | -1,668股-0.37% | 减仓 |
 宝洁PG |
| 0.49% | 0.55% | $736.3万 | 5.1万股 | $820.7万 | 5.3万股 | -2,037股-3.81% | 减仓 |
