 CrowdStrikeCRWD |
| 4.37% | — | $3,300.2万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 PALO ALTOPANW |
| 3.26% | 1.77% | $2,462.3万 | 7.3万股 | $999.2万 | 5.4万股 | +1.9万股+34.52% | 加仓 |
 英特尔INTC |
| 3.08% | 1.48% | $2,326.8万 | 16.7万股 | $831.6万 | 22.5万股 | -5.9万股-26.05% | 减仓 |
 微软MSFT |
| 2.57% | 1.55% | $1,940.9万 | 4.6万股 | $871.6万 | 1.8万股 | +2.8万股+155.81% | 加仓 |
 礼来LLY |
| 2.12% | 2.66% | $1,601.8万 | 1.4万股 | $1,498.2万 | 1.4万股 | -289股-2.07% | 减仓 |
 联合健康UNH |
| 2.09% | 0.59% | $1,579.9万 | 3.8万股 | $332.4万 | 1.0万股 | +2.8万股+278.01% | 加仓 |
 应用材料AMAT |
| 2.07% | 1.7% | $1,561.7万 | 3.1万股 | $958.0万 | 3.7万股 | -6,517股-17.48% | 减仓 |
 英伟达NVDA |
| 1.99% | 2.94% | $1,501.1万 | 7.5万股 | $1,653.3万 | 8.9万股 | -1.4万股-15.61% | 减仓 |
 苹果AAPL |
| 1.97% | 2.22% | $1,489.3万 | 5.1万股 | $1,251.0万 | 4.6万股 | +5,453股+11.85% | 加仓 |
 亚马逊AMZN |
| 1.92% | 1.12% | $1,445.7万 | 5.7万股 | $629.6万 | 2.7万股 | +3.0万股+110.69% | 加仓 |
 谷歌AGOOGL |
| 1.88% | 1.45% | $1,422.0万 | 4.0万股 | $814.5万 | 2.6万股 | +1.4万股+53.12% | 加仓 |
 阿斯麦ASML |
| 1.88% | 2.02% | $1,417.4万 | 8,699股 | $1,136.8万 | 1.1万股 | -1,927股-18.13% | 减仓 |
 万事达MA |
| 1.85% | 0.07% | $1,398.6万 | 2.4万股 | $41.4万 | 726股 | +2.4万股+3,272.18% | 加仓 |
 AMD超威AMD |
| 1.8% | 2.52% | $1,361.2万 | 2.8万股 | $1,421.0万 | 6.6万股 | -3.8万股-57.37% | 减仓 |
 VisaV |
| 1.77% | 1.04% | $1,338.8万 | 3.8万股 | $583.3万 | 1.7万股 | +2.1万股+128.35% | 加仓 |
 好市多COST |
| 1.63% | 0.9% | $1,231.3万 | 1.3万股 | $507.2万 | 5,882股 | +7,197股+122.36% | 加仓 |
 Meta平台META |
| 1.58% | 1.2% | $1,194.9万 | 2.1万股 | $677.3万 | 1.0万股 | +1.1万股+107.61% | 加仓 |
 泛林集团LRCX |
| 1.58% | 2.28% | $1,194.1万 | 4.1万股 | $1,284.7万 | 7.5万股 | -3.4万股-45.71% | 减仓 |
 甲骨文ORCL |
| 1.57% | 1.26% | $1,188.4万 | 8.6万股 | $706.9万 | 3.6万股 | +5.0万股+136.97% | 加仓 |
| NNORTHERN LTS FD TR IIESN |
| 1.56% | 1.81% | $1,177.1万 | 59.2万股 | $1,017.2万 | 59.3万股 | -718股-0.12% | 减仓 |
 家得宝HD |
| 1.54% | 1.84% | $1,164.0万 | 3.4万股 | $1,033.8万 | 3.0万股 | +3,754股+12.50% | 加仓 |
 台积电TSM |
| 1.44% | 1.53% | $1,088.6万 | 2.7万股 | $861.1万 | 2.8万股 | -1,440股-5.08% | 减仓 |
 科磊KLAC |
| 1.43% | 1.09% | $1,081.3万 | 5.9万股 | $612.8万 | 5,043股 | +5.4万股+1,072.81% | 加仓 |
 马拉松石油MPC |
| 1.35% | 0.9% | $1,015.9万 | 4.0万股 | $504.2万 | 3.1万股 | +8,731股+28.16% | 加仓 |
 达美航空DAL |
| 1.32% | 0.95% | $996.1万 | 10.6万股 | $532.4万 | 7.7万股 | +3.0万股+38.63% | 加仓 |
 帕兰提尔PLTR |
| 1.28% | — | $962.5万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 ServiceNowNOW |
| 1.27% | — | $957.7万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 强生JNJ |
| 1.26% | 1.29% | $950.5万 | 3.7万股 | $726.9万 | 3.5万股 | +2,301股+6.55% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.25% | 0.82% | $946.5万 | 1.5万股 | $460.1万 | 1.5万股 | -506股-3.31% | 减仓 |
 CVS健康CVS |
| 1.21% | 1.18% | $916.1万 | 8.9万股 | $667.1万 | 8.4万股 | +4,502股+5.36% | 加仓 |
 摩根大通JPM |
| 1.16% | 1.36% | $878.0万 | 2.7万股 | $767.7万 | 2.4万股 | +2,998股+12.58% | 加仓 |
| SSpaceXSPCX |
| 1.14% | — | $861.4万 | 7.9万股 | $0 | 0股 | +7.9万股 | 新买入 |
 MascoMAS |
| 1.13% | 0.75% | $850.4万 | 10.5万股 | $422.7万 | 6.7万股 | +3.8万股+56.90% | 加仓 |
 埃克森美孚XOM |
| 1.12% | 0.97% | $845.2万 | 6.1万股 | $548.6万 | 4.6万股 | +1.6万股+34.32% | 加仓 |
 CHUBB LIMITEDCB |
| 1.1% | 1.03% | $826.4万 | 2.4万股 | $581.7万 | 1.9万股 | +5,616股+30.13% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.09% | 0.83% | $824.5万 | 22.4万股 | $469.6万 | 14.6万股 | +7.8万股+53.13% | 加仓 |
 SYSCO COMSYY |
| 1.07% | 0.84% | $811.0万 | 9.7万股 | $472.8万 | 6.4万股 | +3.3万股+51.21% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.05% | 1.2% | $795.4万 | 1.6万股 | $676.0万 | 1.3万股 | +2,447股+18.19% | 加仓 |
 自由港麦克莫兰FCX |
| 1.04% | 1% | $784.0万 | 12.5万股 | $562.6万 | 11.1万股 | +1.4万股+12.54% | 加仓 |
 WASTE MGMT DELWM |
| 1.03% | 0.97% | $775.0万 | 3.5万股 | $545.7万 | 2.5万股 | +9,934股+40.00% | 加仓 |
 杜克能源DUK |
| 1.03% | 0.93% | $774.6万 | 6.1万股 | $523.1万 | 4.5万股 | +1.7万股+37.13% | 加仓 |
 联邦快递FDX |
| 0.99% | 0.92% | $747.2万 | 2.4万股 | $520.5万 | 1.8万股 | +5,843股+32.43% | 加仓 |
 NUTRIENNTR |
| 0.97% | 0.99% | $728.8万 | 11.6万股 | $558.3万 | 9.0万股 | +2.5万股+27.98% | 加仓 |
 威瑞森VZ |
| 0.96% | 0.84% | $726.8万 | 17.2万股 | $471.4万 | 11.6万股 | +5.6万股+48.33% | 加仓 |
 福特F |
| 0.94% | 1.07% | $707.8万 | 50.9万股 | $599.9万 | 45.7万股 | +5.2万股+11.37% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.92% | 1.42% | $696.7万 | 5.3万股 | $799.6万 | 6.1万股 | -8,323股-13.58% | 减仓 |
| IIBMIBM |
| 0.92% | 1.23% | $695.0万 | 2.5万股 | $693.0万 | 2.3万股 | +1,319股+5.64% | 加仓 |
 3M COMMMM |
| 0.91% | 0.97% | $686.9万 | 4.2万股 | $546.7万 | 3.4万股 | +8,277股+24.24% | 加仓 |
 洛克希德马丁LMT |
| 0.89% | 0.86% | $673.4万 | 1.3万股 | $482.3万 | 9,972股 | +3,246股+32.55% | 加仓 |
 波音BA |
| 0.89% | 1.03% | $668.0万 | 3.1万股 | $579.0万 | 2.7万股 | +4,191股+15.71% | 加仓 |
