 LOWES COS COMLOW |
| 7.63% | 9.67% | $3.08亿 | 139.6万股 | $3.29亿 | 139.4万股 | +1,854股+0.13% | 加仓 |
 英伟达NVDA |
| 6.81% | 7.12% | $2.75亿 | 137.3万股 | $2.43亿 | 139.1万股 | -1.7万股-1.25% | 减仓 |
 苹果AAPL |
| 6.7% | 7.11% | $2.70亿 | 93.3万股 | $2.42亿 | 95.5万股 | -2.1万股-2.21% | 减仓 |
 美光科技MU |
| 5.1% | 2.04% | $2.06亿 | 17.8万股 | $6,943.1万 | 20.5万股 | -2.7万股-13.33% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.32% | 4.17% | $1.74亿 | 49.4万股 | $1.42亿 | 49.5万股 | -1,818股-0.37% | 减仓 |
 AMD超威AMD |
| 3.77% | 1.58% | $1.52亿 | 26.2万股 | $5,390.2万 | 26.5万股 | -3,007股-1.13% | 减仓 |
 微软MSFT |
| 3.68% | 4.25% | $1.48亿 | 39.8万股 | $1.45亿 | 39.1万股 | +6,239股+1.59% | 加仓 |
 亚马逊AMZN |
| 2.87% | 2.96% | $1.16亿 | 48.5万股 | $1.01亿 | 48.4万股 | +619股+0.13% | 加仓 |
 谷歌AGOOGL |
| 2.36% | 2.27% | $9,506.9万 | 26.6万股 | $7,737.5万 | 26.9万股 | -3,051股-1.13% | 减仓 |
 礼来LLY |
| 2.35% | 2.12% | $9,466.4万 | 7.9万股 | $7,225.0万 | 7.9万股 | +371股+0.47% | 加仓 |
 Meta平台META |
| 2.21% | 2.63% | $8,920.4万 | 15.8万股 | $8,970.5万 | 15.7万股 | +1,571股+1.00% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.15% | 2.41% | $8,666.7万 | 17.3万股 | $8,207.3万 | 17.1万股 | +1,928股+1.13% | 加仓 |
| AASTERA LABSALAB |
| 2.14% | 0.59% | $8,641.6万 | 17.9万股 | $2,026.6万 | 18.5万股 | -6,000股-3.24% | 减仓 |
 摩根大通JPM |
| 1.97% | 2.08% | $7,936.0万 | 24.2万股 | $7,100.8万 | 24.1万股 | +1,053股+0.44% | 加仓 |
 帕兰提尔PLTR |
| 1.6% | 2.49% | $6,441.6万 | 55.2万股 | $8,481.3万 | 58.0万股 | -2.8万股-4.77% | 减仓 |
| BBANK OF AMERBAC |
| 1.59% | 1.62% | $6,398.5万 | 112.3万股 | $5,520.3万 | 113.2万股 | -9,436股-0.83% | 减仓 |
 卡特彼勒CAT |
| 1.29% | 1.02% | $5,190.4万 | 4.9万股 | $3,465.9万 | 4.9万股 | -181股-0.37% | 减仓 |
| GGREEN BRICK PARTNERSGRBK |
| 1.28% | 1.21% | $5,146.9万 | 64.3万股 | $4,136.8万 | 64.2万股 | +1,180股+0.18% | 加仓 |
 强生JNJ |
| 1.11% | 1.27% | $4,477.1万 | 17.6万股 | $4,318.5万 | 17.7万股 | -385股-0.22% | 减仓 |
 雷神技术RTX |
| 1.03% | 1.25% | $4,169.4万 | 22.0万股 | $4,250.4万 | 22.0万股 | -590股-0.27% | 减仓 |
 百事可乐PEP |
| 0.96% | 1.3% | $3,887.0万 | 28.7万股 | $4,421.9万 | 28.5万股 | +2,325股+0.82% | 加仓 |
 迈威尔MRVL |
| 0.96% | 0.35% | $3,882.5万 | 13.0万股 | $1,198.2万 | 12.1万股 | +9,363股+7.74% | 加仓 |
 台积电TSM |
| 0.95% | 0.83% | $3,835.1万 | 8.0万股 | $2,816.8万 | 8.3万股 | -3,037股-3.65% | 减仓 |
 沃尔玛WMT |
| 0.91% | 1.22% | $3,667.4万 | 32.4万股 | $4,149.6万 | 33.3万股 | -9,518股-2.86% | 减仓 |
 艾伯维ABBV |
| 0.83% | 0.84% | $3,329.8万 | 13.2万股 | $2,868.6万 | 13.2万股 | +427股+0.32% | 加仓 |
 思科CSCO |
| 0.78% | 0.61% | $3,152.0万 | 26.8万股 | $2,091.7万 | 27.0万股 | -1,235股-0.46% | 减仓 |
 VisaV |
| 0.71% | 0.73% | $2,882.9万 | 8.4万股 | $2,472.3万 | 8.2万股 | +2,226股+2.72% | 加仓 |
| S嘉信·USSCHX |
| 0.7% | 0.71% | $2,817.9万 | 95.7万股 | $2,410.3万 | 94.0万股 | +1.7万股+1.85% | 加仓 |
 NubankNU |
| 0.7% | 0.89% | $2,816.6万 | 210.8万股 | $3,036.2万 | 211.3万股 | -4,598股-0.22% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 0.64% | 0.67% | $2,600.1万 | 56.2万股 | $2,273.7万 | 57.1万股 | -8,500股-1.49% | 减仓 |
 直觉外科ISRG |
| 0.63% | 0.85% | $2,522.8万 | 6.3万股 | $2,895.0万 | 6.3万股 | +639股+1.02% | 加仓 |
| S嘉信策略信托SCHM |
| 0.59% | 0.59% | $2,369.6万 | 64.3万股 | $1,999.6万 | 64.6万股 | -3,179股-0.49% | 减仓 |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.59% | 0.58% | $2,366.2万 | 26.9万股 | $1,980.9万 | 5.4万股 | +21.5万股+399.29% | 加仓 |
 LENNARLEN |
| 0.58% | 0.67% | $2,342.9万 | 25.9万股 | $2,278.8万 | 26.2万股 | -3,496股-1.33% | 减仓 |
 好市多COST |
| 0.57% | 0.72% | $2,302.5万 | 2.5万股 | $2,453.4万 | 2.5万股 | -9股-0.04% | 减仓 |
 默沙东MRK |
| 0.57% | 0.63% | $2,279.1万 | 17.6万股 | $2,134.8万 | 17.6万股 | -42股-0.02% | 减仓 |
| V先锋领航指数基金VB |
| 0.56% | 0.58% | $2,269.2万 | 7.5万股 | $1,960.0万 | 7.5万股 | +30股+0.04% | 加仓 |
| V先锋领航·MIDVO |
| 0.56% | 0.59% | $2,262.8万 | 28.1万股 | $2,006.8万 | 7.0万股 | +21.1万股+301.91% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.54% | 0.57% | $2,183.0万 | 2.9万股 | $1,937.3万 | 3.0万股 | -549股-1.85% | 减仓 |
| Q高通QCOM |
| 0.53% | 0.43% | $2,123.9万 | 11.5万股 | $1,472.5万 | 11.4万股 | +591股+0.52% | 加仓 |
 阿斯麦ASML |
| 0.4% | 0.3% | $1,618.2万 | 8,134股 | $1,008.9万 | 7,638股 | +496股+6.49% | 加仓 |
 宝洁PG |
| 0.37% | 0.43% | $1,483.6万 | 10.1万股 | $1,470.7万 | 10.2万股 | -646股-0.63% | 减仓 |
 伊顿ETN |
| 0.36% | 0.35% | $1,451.0万 | 3.4万股 | $1,191.1万 | 3.3万股 | +750股+2.25% | 加仓 |
 麦当劳MCD |
| 0.36% | 0.48% | $1,435.8万 | 5.3万股 | $1,637.2万 | 5.3万股 | +436股+0.83% | 加仓 |
| EENTEGRISENTG |
| 0.35% | <0.01% | $1,394.9万 | 7.8万股 | $1,173 | 10股 | +7.8万股+775,440.00% | 加仓 |
 博通AVGO |
| 0.32% | 0.31% | $1,300.6万 | 3.4万股 | $1,046.2万 | 3.4万股 | +630股+1.86% | 加仓 |
 BALCHEMBCPC |
| 0.32% | 0.38% | $1,289.8万 | 7.6万股 | $1,293.9万 | 7.6万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.31% | 0.45% | $1,252.0万 | 9.2万股 | $1,537.4万 | 9.1万股 | +959股+1.06% | 加仓 |
 AMGEN COMAMGN |
| 0.3% | 0.32% | $1,192.7万 | 3.3万股 | $1,080.5万 | 3.1万股 | +2,228股+7.26% | 加仓 |
| GGE医疗GEHC |
| 0.29% | 0.39% | $1,154.0万 | 18.0万股 | $1,313.2万 | 18.4万股 | -4,210股-2.28% | 减仓 |
