 苹果AAPL |
| 9.63% | 8.68% | $1,808.3万 | 6.2万股 | $1,582.7万 | 6.2万股 | +131股+0.21% | 加仓 |
 英伟达NVDA |
| 5.05% | 4.64% | $947.6万 | 4.7万股 | $845.6万 | 4.8万股 | -1,129股-2.33% | 减仓 |
| IiShares安硕信托STIP |
| 4.95% | 5.1% | $928.7万 | 9.1万股 | $930.0万 | 9.0万股 | +958股+1.07% | 加仓 |
 谷歌AGOOGL |
| 4.91% | 4.03% | $921.6万 | 2.6万股 | $735.1万 | 2.6万股 | +222股+0.87% | 加仓 |
 微软MSFT |
| 3.83% | 3.96% | $718.9万 | 1.9万股 | $722.9万 | 2.0万股 | -257股-1.32% | 减仓 |
| IISHARES BROADUSIG |
| 3.56% | 3.72% | $669.0万 | 13.0万股 | $677.7万 | 13.2万股 | -1,881股-1.42% | 减仓 |
 亚马逊AMZN |
| 3.31% | 2.96% | $621.9万 | 2.6万股 | $539.3万 | 2.6万股 | +197股+0.76% | 加仓 |
 GE航空GE |
| 2.74% | 2.82% | $515.3万 | 1.4万股 | $515.2万 | 1.8万股 | -4,369股-24.06% | 减仓 |
 摩根大通JPM |
| 2.71% | 2.51% | $508.5万 | 1.6万股 | $458.0万 | 1.6万股 | -35股-0.22% | 减仓 |
 好市多COST |
| 2.56% | 2.83% | $480.6万 | 5,213股 | $516.1万 | 5,179股 | +34股+0.66% | 加仓 |
| RREGAN CAPITAL TOTAL RETURN INCOME FUND INSTITUTIONAL CLASSRCIRX |
| 2.22% | 2.28% | $416.0万 | 43.7万股 | $416.2万 | 43.7万股 | -251股-0.06% | 减仓 |
 阿斯麦ASML |
| 1.94% | 1.33% | $364.7万 | 1,832股 | $242.2万 | 1,834股 | -2股-0.11% | 减仓 |
 沃尔玛WMT |
| 1.81% | 3.42% | $339.5万 | 3.0万股 | $623.8万 | 5.0万股 | -2.0万股-40.24% | 减仓 |
 Meta平台META |
| 1.76% | 1.88% | $331.4万 | 5,883股 | $342.9万 | 5,994股 | -111股-1.85% | 减仓 |
 VisaV |
| 1.75% | 1.6% | $328.9万 | 9,588股 | $291.3万 | 9,639股 | -51股-0.53% | 减仓 |
 雪佛龙CVX |
| 1.68% | 2.17% | $314.9万 | 1.9万股 | $396.1万 | 1.9万股 | -145股-0.76% | 减仓 |
 AMD超威AMD |
| 1.64% | 0.62% | $307.4万 | 5,292股 | $112.7万 | 5,541股 | -249股-4.49% | 减仓 |
 博通AVGO |
| 1.63% | 1.38% | $306.2万 | 8,107股 | $251.7万 | 8,133股 | -26股-0.32% | 减仓 |
 史赛克SYK |
| 1.59% | 1.67% | $297.7万 | 9,456股 | $305.0万 | 9,281股 | +175股+1.89% | 加仓 |
 台积电TSM |
| 1.47% | 1.05% | $275.9万 | 5,778股 | $191.0万 | 5,651股 | +127股+2.25% | 加仓 |
 切尼尔能源LNG |
| 1.41% | 1.71% | $265.3万 | 1.1万股 | $312.0万 | 1.1万股 | +106股+0.96% | 加仓 |
 AMETEK COMAME |
| 1.26% | 1.14% | $236.3万 | 9,768股 | $208.6万 | 9,733股 | +35股+0.36% | 加仓 |
 美光科技MU |
| 1.21% | — | $227.7万 | 1,973股 | $0 | 0股 | +1,973股 | 新买入 |
 NETFLIXNFLX |
| 1.21% | 0.87% | $227.5万 | 3.2万股 | $158.8万 | 1.7万股 | +1.5万股+92.84% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 1.17% | 1.67% | $219.5万 | 4,310股 | $304.5万 | 4,463股 | -153股-3.43% | 减仓 |
| SSPDR道富指数基金SPEM |
| 1.12% | 1.03% | $209.6万 | 4.0万股 | $188.1万 | 4.0万股 | +363股+0.91% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.1% | 1.06% | $206.5万 | 4,123股 | $193.3万 | 4,033股 | +90股+2.23% | 加仓 |
 礼来LLY |
| 1.08% | 0.85% | $202.6万 | 1,689股 | $155.2万 | 1,687股 | +2股+0.12% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.04% | 1.15% | $194.9万 | 1,148股 | $209.9万 | 1,214股 | -66股-5.44% | 减仓 |
 明晟MSCI |
| 1.03% | 0.97% | $194.2万 | 3,467股 | $177.6万 | 3,295股 | +172股+5.22% | 加仓 |
 优步UBER |
| 1.03% | 1.01% | $193.4万 | 2.7万股 | $184.2万 | 2.6万股 | +1,190股+4.65% | 加仓 |
 高盛GS |
| 0.99% | — | $186.7万 | 1,845股 | $0 | 0股 | +1,845股 | 新买入 |
 迪尔DE |
| 0.98% | 0.88% | $184.0万 | 2,900股 | $161.0万 | 2,858股 | +42股+1.47% | 加仓 |
| S道富SPYM |
| 0.92% | 0.8% | $173.0万 | 2.0万股 | $145.9万 | 1.9万股 | +604股+3.17% | 加仓 |
 Arista网络ANET |
| 0.91% | — | $170.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 WILLIAMS SONOMAWSM |
| 0.9% | 0.74% | $169.7万 | 7,279股 | $135.0万 | 7,406股 | -127股-1.71% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.88% | 0.97% | $165.1万 | 3,660股 | $176.5万 | 3,377股 | +283股+8.38% | 加仓 |
 汽车地带AZO |
| 0.86% | 0.94% | $162.4万 | 508股 | $171.9万 | 509股 | -1股-0.20% | 减仓 |
 PAYPAL COMPYPL |
| 0.86% | — | $161.3万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 宝洁PG |
| 0.81% | 0.83% | $152.5万 | 1.0万股 | $151.0万 | 1.0万股 | -55股-0.53% | 减仓 |
 BOOKING COMBKNG |
| 0.8% | 0.77% | $150.4万 | 8,437股 | $141.0万 | 335股 | +8,102股+2,418.51% | 加仓 |
 CrowdStrikeCRWD |
| 0.76% | 0.68% | $143.2万 | 1,877股 | $123.4万 | 3,161股 | -1,284股-40.62% | 减仓 |
 SEMPRA COMSRE |
| 0.74% | 0.82% | $139.4万 | 1.5万股 | $148.7万 | 1.5万股 | -269股-1.76% | 减仓 |
| V先锋领航全球基金VGT |
| 0.73% | 0.59% | $137.2万 | 1.1万股 | $108.4万 | 1,554股 | +9,928股+638.87% | 加仓 |
 LOWES COS COMLOW |
| 0.71% | 1.76% | $133.5万 | 6,056股 | $321.3万 | 1.4万股 | -7,544股-55.47% | 减仓 |
 雅培ABT |
| 0.71% | 0.83% | $132.6万 | 1.5万股 | $151.8万 | 1.5万股 | -172股-1.16% | 减仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 0.67% | 0.57% | $125.5万 | 1.9万股 | $104.5万 | 1.9万股 | +57股+0.30% | 加仓 |
| EEVERCOREEVR |
| 0.64% | 0.6% | $120.8万 | 3,538股 | $108.7万 | 3,641股 | -103股-2.83% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.6% | 0.56% | $112.6万 | 1,508股 | $102.6万 | 1,578股 | -70股-4.44% | 减仓 |
 GE VernovaGEV |
| 0.58% | 0.41% | $109.6万 | 933股 | $74.1万 | 849股 | +84股+9.89% | 加仓 |
