 苹果AAPL |
| 4.93% | 4.72% | $6,012.6万 | 20.8万股 | $4,915.8万 | 19.4万股 | +1.4万股+7.28% | 加仓 |
 英伟达NVDA |
| 4.65% | 4.53% | $5,676.4万 | 28.4万股 | $4,713.7万 | 27.0万股 | +1.3万股+4.96% | 加仓 |
| PPGIM AAAPAAA |
| 4.62% | 5.95% | $5,634.1万 | 109.9万股 | $6,197.4万 | 121.1万股 | -11.2万股-9.25% | 减仓 |
 微软MSFT |
| 2.25% | 2.78% | $2,741.6万 | 7.3万股 | $2,897.4万 | 7.8万股 | -4,774股-6.10% | 减仓 |
 谷歌AGOOGL |
| 2.02% | 1.85% | $2,460.7万 | 6.9万股 | $1,924.5万 | 6.7万股 | +1,930股+2.88% | 加仓 |
 亚马逊AMZN |
| 1.88% | 1.99% | $2,288.5万 | 9.6万股 | $2,072.3万 | 10.0万股 | -3,482股-3.50% | 减仓 |
| IiShares安硕信托IVV |
| 1.85% | 0.65% | $2,254.0万 | 3.0万股 | $680.2万 | 1.0万股 | +2.0万股+189.04% | 加仓 |
 博通AVGO |
| 1.62% | 1.56% | $1,974.0万 | 5.2万股 | $1,626.1万 | 5.3万股 | -281股-0.53% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.34% | 1.8% | $1,634.5万 | 17.8万股 | $1,868.7万 | 20.4万股 | -2.6万股-12.53% | 减仓 |
 美光科技MU |
| 1.28% | 0.39% | $1,567.5万 | 1.4万股 | $405.3万 | 1.2万股 | +1,583股+13.19% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.19% | 1.28% | $1,447.8万 | 4.1万股 | $1,328.6万 | 4.6万股 | -5,351股-11.55% | 减仓 |
 ALTRIAMO |
| 1.18% | 1.16% | $1,443.6万 | 20.1万股 | $1,206.0万 | 18.3万股 | +1.8万股+9.79% | 加仓 |
 Arista网络ANET |
| 1.15% | 0.94% | $1,405.9万 | 8.3万股 | $975.8万 | 7.9万股 | +3,280股+4.13% | 加仓 |
 LAMAR ADVERTISINGLAMR |
| 1.06% | — | $1,293.6万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 百时美施贵宝BMY |
| 1.06% | 1.17% | $1,290.1万 | 22.4万股 | $1,218.0万 | 20.1万股 | +2.3万股+11.49% | 加仓 |
| I景顺QQQ信托VOO |
| 1.05% | 0.95% | $1,278.7万 | 1.7万股 | $992.4万 | 1.7万股 | +171股+0.99% | 加仓 |
 AMD超威AMD |
| 1.01% | 0.42% | $1,226.1万 | 2.1万股 | $433.8万 | 2.1万股 | -217股-1.02% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.99% | 1% | $1,211.4万 | 1.6万股 | $1,040.5万 | 1.6万股 | +223股+1.39% | 加仓 |
 ShopifySHOP |
| 0.98% | 0.32% | $1,193.2万 | 10.5万股 | $336.8万 | 2.8万股 | +7.6万股+268.00% | 加仓 |
 ExpediaEXPE |
| 0.94% | 0.88% | $1,146.7万 | 4.5万股 | $911.6万 | 3.9万股 | +5,335股+13.51% | 加仓 |
 特斯拉TSLA |
| 0.93% | 0.99% | $1,139.7万 | 2.7万股 | $1,026.3万 | 2.8万股 | -509股-1.84% | 减仓 |
 TECHNIPFMC COMFTI |
| 0.93% | 0.11% | $1,138.8万 | 17.2万股 | $115.2万 | 1.7万股 | +15.5万股+930.78% | 加仓 |
| VVODAFONE NEWVOD |
| 0.8% | — | $970.2万 | 73.4万股 | $0 | 0股 | +73.4万股 | 新买入 |
 Meta平台META |
| 0.78% | 1.18% | $957.2万 | 1.7万股 | $1,228.0万 | 2.1万股 | -4,472股-20.83% | 减仓 |
 应用材料AMAT |
| 0.78% | 0.44% | $955.1万 | 1.3万股 | $462.8万 | 1.4万股 | -330股-2.44% | 减仓 |
 摩根大通JPM |
| 0.76% | 0.67% | $928.7万 | 2.8万股 | $693.3万 | 2.4万股 | +4,803股+20.38% | 加仓 |
 思科CSCO |
| 0.74% | 0.7% | $906.3万 | 7.7万股 | $730.2万 | 9.4万股 | -1.7万股-18.01% | 减仓 |
 泛林集团LRCX |
| 0.74% | 1.35% | $899.4万 | 2.1万股 | $1,406.1万 | 6.6万股 | -4.5万股-68.46% | 减仓 |
 礼来LLY |
| 0.72% | 0.83% | $878.7万 | 7,327股 | $866.3万 | 9,417股 | -2,090股-22.19% | 减仓 |
 强生JNJ |
| 0.72% | 0.77% | $873.7万 | 3.4万股 | $799.8万 | 3.3万股 | +1,681股+5.14% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 0.7% | 0.74% | $859.4万 | 1.7万股 | $771.2万 | 1.6万股 | +1,081股+6.72% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.68% | 0.72% | $834.6万 | 4.6万股 | $751.3万 | 4.5万股 | +698股+1.54% | 加仓 |
 VanEck ETF信托SMH |
| 0.67% | — | $820.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT |
| 0.6% | 0.58% | $729.4万 | 4.1万股 | $599.6万 | 4.1万股 | -598股-1.44% | 减仓 |
| F第一信托·USTFDN |
| 0.55% | — | $666.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 英特尔INTC |
| 0.54% | 0.2% | $656.5万 | 4.7万股 | $205.7万 | 4.7万股 | +415股+0.89% | 加仓 |
| AALPS ETF信托AMLP |
| 0.54% | 0.63% | $655.2万 | 12.6万股 | $655.3万 | 12.4万股 | +1,884股+1.51% | 加仓 |
 VisaV |
| 0.52% | 0.66% | $639.5万 | 1.9万股 | $686.3万 | 2.3万股 | -4,069股-17.92% | 减仓 |
 GE航空GE |
| 0.5% | 0.42% | $614.0万 | 1.6万股 | $439.4万 | 1.5万股 | +945股+6.10% | 加仓 |
 埃克森美孚XOM |
| 0.49% | 0.64% | $601.4万 | 4.4万股 | $670.1万 | 3.9万股 | +4,491股+11.37% | 加仓 |
 默沙东MRK |
| 0.48% | 0.49% | $580.6万 | 4.5万股 | $507.9万 | 4.2万股 | +2,961股+7.01% | 加仓 |
 卡特彼勒CAT |
| 0.47% | 0.36% | $570.8万 | 5,360股 | $379.8万 | 5,361股 | -1股-0.02% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.46% | 0.51% | $566.9万 | 6.9万股 | $529.6万 | 6.7万股 | +2,081股+3.13% | 加仓 |
 CloudflareNET |
| 0.44% | 0.46% | $539.1万 | 2.2万股 | $478.6万 | 2.3万股 | -1,215股-5.24% | 减仓 |
| BBANK OF AMERBAC |
| 0.44% | 0.4% | $535.8万 | 9.4万股 | $415.5万 | 8.5万股 | +8,802股+10.33% | 加仓 |
| SSPDR道富系列信托SPYG |
| 0.43% | 0.41% | $524.1万 | 4.4万股 | $422.6万 | 4.3万股 | +886股+2.05% | 加仓 |
 GE VernovaGEV |
| 0.42% | 0.35% | $511.1万 | 4,350股 | $363.5万 | 4,164股 | +186股+4.47% | 加仓 |
 万事达MA |
| 0.42% | 0.58% | $509.8万 | 9,924股 | $601.5万 | 1.2万股 | -2,113股-17.55% | 减仓 |
 好市多COST |
| 0.42% | 0.49% | $508.6万 | 5,437股 | $509.4万 | 5,111股 | +326股+6.38% | 加仓 |
 艾伯维ABBV |
| 0.41% | 0.39% | $500.2万 | 2.0万股 | $405.6万 | 1.9万股 | +1,232股+6.61% | 加仓 |
