 礼来LLY |
| 22.72% | 20.02% | $17.36亿 | 144.8万股 | $13.27亿 | 144.4万股 | +3,185股+0.22% | 加仓 |
| EEA SERIES TRUSTSQS |
| 18.11% | 18.24% | $13.84亿 | 4,955.5万股 | $12.09亿 | 4,954.3万股 | +1.2万股+0.02% | 加仓 |
| AAPPLOVINAPP |
| 7.52% | 7.64% | $5.75亿 | 111.6万股 | $5.06亿 | 127.1万股 | -15.6万股-12.24% | 减仓 |
 苹果AAPL |
| 4.38% | 4.23% | $3.34亿 | 115.6万股 | $2.80亿 | 110.5万股 | +5.1万股+4.58% | 加仓 |
 谷歌AGOOGL |
| 2.94% | 2.72% | $2.25亿 | 62.9万股 | $1.80亿 | 62.7万股 | +1,875股+0.30% | 加仓 |
 博通AVGO |
| 2.31% | 2.24% | $1.77亿 | 46.8万股 | $1.49亿 | 48.1万股 | -1.3万股-2.65% | 减仓 |
 微软MSFT |
| 2.14% | 2.67% | $1.64亿 | 43.8万股 | $1.77亿 | 47.9万股 | -4.0万股-8.40% | 减仓 |
 台积电TSM |
| 1.6% | 1.06% | $1.22亿 | 25.6万股 | $7,056.0万 | 20.8万股 | +4.7万股+22.70% | 加仓 |
 摩根大通JPM |
| 1.51% | 1.63% | $1.15亿 | 35.1万股 | $1.08亿 | 36.6万股 | -1.5万股-4.03% | 减仓 |
 VistraVST |
| 1.43% | 1.57% | $1.09亿 | 68.8万股 | $1.04亿 | 69.1万股 | -2,609股-0.38% | 减仓 |
 钢铁动力STLD |
| 1.35% | 0.91% | $1.03亿 | 44.8万股 | $6,004.1万 | 33.3万股 | +11.5万股+34.60% | 加仓 |
 亚马逊AMZN |
| 1.28% | 1.23% | $9,750.8万 | 40.9万股 | $8,171.1万 | 39.2万股 | +1.7万股+4.26% | 加仓 |
 英伟达NVDA |
| 1.21% | 1.32% | $9,267.1万 | 46.3万股 | $8,765.4万 | 50.3万股 | -3.9万股-7.84% | 减仓 |
 GE VernovaGEV |
| 1.17% | 0.76% | $8,937.2万 | 7.6万股 | $5,051.5万 | 5.8万股 | +1.8万股+31.44% | 加仓 |
 美光科技MU |
| 0.96% | 0.27% | $7,352.9万 | 6.4万股 | $1,790.8万 | 5.3万股 | +1.1万股+20.20% | 加仓 |
 Meta平台META |
| 0.93% | 1.14% | $7,141.3万 | 12.7万股 | $7,529.0万 | 13.2万股 | -4,892股-3.72% | 减仓 |
 好市多COST |
| 0.89% | 1.11% | $6,810.8万 | 7.3万股 | $7,347.4万 | 7.4万股 | -931股-1.26% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.88% | 0.92% | $6,693.8万 | 8.9万股 | $6,094.5万 | 9.3万股 | -4,052股-4.34% | 减仓 |
| BBANK OF AMERBAC |
| 0.83% | 0.91% | $6,348.6万 | 111.4万股 | $6,047.4万 | 124.1万股 | -12.7万股-10.22% | 减仓 |
 BOOKING COMBKNG |
| 0.75% | 0.41% | $5,702.3万 | 32.0万股 | $2,686.7万 | 6,382股 | +31.4万股+4,912.90% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 0.73% | 0.71% | $5,604.4万 | 26.3万股 | $4,704.9万 | 24.5万股 | +1.8万股+7.44% | 加仓 |
 艾伯维ABBV |
| 0.65% | 0.67% | $4,938.1万 | 19.6万股 | $4,455.9万 | 20.5万股 | -8,705股-4.25% | 减仓 |
 PALO ALTOPANW |
| 0.6% | 0.23% | $4,599.3万 | 13.5万股 | $1,553.6万 | 9.7万股 | +3.8万股+39.17% | 加仓 |
 BWX科技BWXT |
| 0.58% | 0.71% | $4,420.4万 | 22.7万股 | $4,705.8万 | 23.0万股 | -3,259股-1.41% | 减仓 |
| SSPDR黄金信托GLD |
| 0.55% | 0.73% | $4,165.9万 | 11.3万股 | $4,866.0万 | 11.3万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.52% | 0.66% | $3,978.5万 | 35.1万股 | $4,388.7万 | 35.2万股 | -1,196股-0.34% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.54% | $3,958.0万 | 11.2万股 | $3,574.9万 | 12.5万股 | -1.3万股-10.11% | 减仓 |
 摩根士丹利MS |
| 0.5% | 0.03% | $3,789.9万 | 18.1万股 | $165.8万 | 1.0万股 | +17.1万股+1,699.34% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.49% | 0.51% | $3,758.3万 | 15.9万股 | $3,375.5万 | 15.7万股 | +1,874股+1.19% | 加仓 |
 CHURCHILL DOWNSCHDN |
| 0.49% | 0.08% | $3,755.6万 | 41.9万股 | $539.8万 | 6.0万股 | +35.9万股+596.87% | 加仓 |
 雪佛龙CVX |
| 0.49% | 0.72% | $3,737.4万 | 22.5万股 | $4,744.6万 | 22.9万股 | -3,818股-1.67% | 减仓 |
 NETFLIXNFLX |
| 0.43% | 0.69% | $3,304.8万 | 46.3万股 | $4,575.3万 | 47.6万股 | -1.3万股-2.74% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.4% | 0.37% | $3,042.0万 | 2.2万股 | $2,449.1万 | 2.2万股 | -396股-1.77% | 减仓 |
 VertivVRT |
| 0.37% | 0.31% | $2,819.6万 | 8.4万股 | $2,086.6万 | 8.3万股 | +941股+1.13% | 加仓 |
| G通用动力VTI |
| 0.37% | 0.38% | $2,798.2万 | 7.6万股 | $2,488.8万 | 7.8万股 | -1,961股-2.53% | 减仓 |
 万事达MA |
| 0.35% | 0.42% | $2,698.7万 | 5.3万股 | $2,798.6万 | 5.6万股 | -3,476股-6.20% | 减仓 |
 M&T银行MTB |
| 0.34% | 0.34% | $2,576.7万 | 10.8万股 | $2,246.3万 | 10.9万股 | -419股-0.39% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.33% | 0.4% | $2,523.1万 | 5.0万股 | $2,672.7万 | 5.6万股 | -5,351股-9.59% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.32% | 0.31% | $2,461.5万 | 11.0万股 | $2,075.6万 | 11.1万股 | -1,215股-1.09% | 减仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 0.32% | — | $2,458.1万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
| IiShares安硕信托IVV |
| 0.31% | 0.22% | $2,397.3万 | 3.2万股 | $1,447.8万 | 2.2万股 | +9,847股+44.43% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.31% | 0.34% | $2,385.8万 | 13.1万股 | $2,261.4万 | 13.6万股 | -4,763股-3.51% | 减仓 |
 迪士尼DIS |
| 0.31% | 0.45% | $2,376.3万 | 24.5万股 | $2,965.2万 | 30.8万股 | -6.3万股-20.39% | 减仓 |
| V先锋领航指数基金VUG |
| 0.31% | 0.29% | $2,351.4万 | 27.3万股 | $1,905.1万 | 4.4万股 | +22.9万股+525.86% | 加仓 |
| V先锋领航指数基金VTV |
| 0.31% | 0.32% | $2,350.6万 | 10.8万股 | $2,099.3万 | 10.7万股 | +864股+0.81% | 加仓 |
 可口可乐KO |
| 0.28% | 0.33% | $2,162.5万 | 26.4万股 | $2,156.9万 | 28.2万股 | -1.7万股-6.14% | 减仓 |
| V先锋领航指数基金VOO |
| 0.28% | 0.24% | $2,160.3万 | 3.1万股 | $1,598.7万 | 2.7万股 | +4,699股+17.56% | 加仓 |
| IiShares安硕·COREIJR |
| 0.28% | 0.24% | $2,157.6万 | 14.5万股 | $1,571.9万 | 12.6万股 | +1.9万股+15.05% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.28% | 0.33% | $2,143.7万 | 23.3万股 | $2,204.0万 | 23.9万股 | -5,973股-2.50% | 减仓 |
| AARGANAGX |
| 0.28% | 0.34% | $2,105.5万 | 2.6万股 | $2,231.9万 | 4.1万股 | -1.5万股-35.70% | 减仓 |
