 谷歌AGOOGL |
| 12.48% | 14.95% | $1,430.3万 | 5.0万股 | $1,866.1万 | 6.0万股 | -9,880股-16.57% | 减仓 |
 英伟达NVDA |
| 10.71% | 10.58% | $1,227.9万 | 7.0万股 | $1,321.4万 | 7.1万股 | -446股-0.63% | 减仓 |
 微软MSFT |
| 7.54% | 9.43% | $864.2万 | 2.3万股 | $1,176.8万 | 2.4万股 | -988股-4.06% | 减仓 |
 VisaV |
| 5.35% | 5.82% | $612.9万 | 2.0万股 | $726.5万 | 2.1万股 | -436股-2.10% | 减仓 |
 礼来LLY |
| 4.76% | 5.14% | $545.9万 | 5,936股 | $642.1万 | 5,975股 | -39股-0.65% | 减仓 |
 苹果AAPL |
| 4.68% | 4.64% | $536.8万 | 2.1万股 | $579.2万 | 2.1万股 | -154股-0.72% | 减仓 |
 MCKESSON COMMCK |
| 4.36% | 3.83% | $499.9万 | 5,776股 | $478.5万 | 5,833股 | -57股-0.98% | 减仓 |
 史赛克SYK |
| 4.11% | 4.12% | $471.1万 | 1.4万股 | $514.1万 | 1.5万股 | -288股-1.97% | 减仓 |
 万事达MA |
| 3.96% | 4.24% | $453.9万 | 9,085股 | $528.8万 | 9,263股 | -178股-1.92% | 减仓 |
 固安捷GWW |
| 3.89% | 3.37% | $445.7万 | 4,086股 | $420.5万 | 4,167股 | -81股-1.94% | 减仓 |
 财捷INTU |
| 3.69% | 5.36% | $422.7万 | 9,777股 | $669.5万 | 1.0万股 | -330股-3.27% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 3.06% | — | $350.9万 | 7,322股 | $0 | 0股 | +7,322股 | 新买入 |
 Meta平台META |
| 3.01% | 3.24% | $344.9万 | 6,029股 | $404.3万 | 6,125股 | -96股-1.57% | 减仓 |
 博通AVGO |
| 2.7% | — | $309.7万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 雷神技术RTX |
| 2.38% | 2.03% | $273.4万 | 1.4万股 | $253.5万 | 1.4万股 | +349股+2.52% | 加仓 |
 伊顿ETN |
| 2.14% | 1.83% | $244.9万 | 6,846股 | $228.0万 | 7,159股 | -313股-4.37% | 减仓 |
 强生JNJ |
| 2.1% | 0.37% | $240.7万 | 9,845股 | $46.0万 | 2,222股 | +7,623股+343.07% | 加仓 |
 ADPADP |
| 1.93% | 2.32% | $221.1万 | 1.1万股 | $289.9万 | 1.1万股 | -386股-3.43% | 减仓 |
 标普全球SPGI |
| 1.74% | — | $199.9万 | 4,700股 | $0 | 0股 | +4,700股 | 新买入 |
 BOOKING COMBKNG |
| 1.49% | 6.15% | $170.6万 | 405股 | $767.6万 | 1,433股 | -1,028股-71.74% | 减仓 |
 安费诺APH |
| 1.27% | 1.07% | $145.1万 | 1.1万股 | $134.2万 | 9,928股 | +1,557股+15.68% | 加仓 |
 ServiceNowNOW |
| 1.16% | — | $132.7万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 优步UBER |
| 0.86% | 0.97% | $98.5万 | 1.4万股 | $120.7万 | 1.5万股 | -1,071股-7.25% | 减仓 |
| PPacer基金信托COWZ |
| 0.72% | 0.42% | $83.0万 | 1.3万股 | $52.9万 | 8,785股 | +4,477股+50.96% | 加仓 |
 埃克森美孚XOM |
| 0.65% | 0.42% | $74.9万 | 4,413股 | $52.8万 | 4,391股 | +22股+0.50% | 加仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.63% | 0.67% | $72.6万 | 1.6万股 | $84.3万 | 1.7万股 | -820股-4.87% | 减仓 |
 赛富时CRM |
| 0.55% | 3.17% | $63.4万 | 3,397股 | $395.1万 | 1.5万股 | -1.2万股-77.22% | 减仓 |
 雪佛龙CVX |
| 0.5% | 0.33% | $57.6万 | 2,782股 | $40.8万 | 2,677股 | +105股+3.92% | 加仓 |
 南方电力SO |
| 0.45% | 0.38% | $51.2万 | 5,308股 | $47.1万 | 5,396股 | -88股-1.63% | 减仓 |
 亚马逊AMZN |
| 0.37% | 0.31% | $43.0万 | 2,063股 | $39.3万 | 1,701股 | +362股+21.28% | 加仓 |
 艾伯维ABBV |
| 0.37% | 0.38% | $42.4万 | 1,948股 | $48.0万 | 2,102股 | -154股-7.33% | 减仓 |
 百事可乐PEP |
| 0.37% | 0.3% | $42.1万 | 2,708股 | $37.6万 | 2,617股 | +91股+3.48% | 加仓 |
 ADOBE COMADBE |
| 0.36% | 0.49% | $40.9万 | 1,681股 | $61.6万 | 1,761股 | -80股-4.54% | 减仓 |
 REAVES UTIL INCOME FDUTG |
| 0.35% | 0.27% | $40.2万 | 1.0万股 | $34.0万 | 8,581股 | +1,658股+19.32% | 加仓 |
 埃森哲ACN |
| 0.32% | 0.43% | $37.2万 | 1,877股 | $53.1万 | 1,981股 | -104股-5.25% | 减仓 |
 思科CSCO |
| 0.3% | 0.31% | $34.8万 | 4,487股 | $38.5万 | 5,004股 | -517股-10.33% | 减仓 |
| CCOMFORT SYS USAFIX |
| 0.3% | — | $34.5万 | 250股 | $0 | 0股 | +250股 | 新买入 |
| FFS KKR CAPFSK |
| 0.29% | — | $33.7万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 AMGEN COMAMGN |
| 0.29% | — | $33.1万 | 941股 | $0 | 0股 | +941股 | 新买入 |
| V先锋领航STAR基金VXUS |
| 0.29% | — | $32.8万 | 4,249股 | $0 | 0股 | +4,249股 | 新买入 |
 美敦力MDT |
| 0.28% | 0.28% | $32.1万 | 3,704股 | $34.5万 | 3,595股 | +109股+3.03% | 加仓 |
 默沙东MRK |
| 0.28% | — | $31.7万 | 2,635股 | $0 | 0股 | +2,635股 | 新买入 |
 爱迪生联合电气ED |
| 0.27% | 0.22% | $30.7万 | 2,709股 | $27.2万 | 2,735股 | -26股-0.95% | 减仓 |
| V先锋领航指数基金VUG |
| 0.26% | 0.55% | $30.4万 | 695股 | $68.1万 | 1,396股 | -701股-50.21% | 减仓 |
| IInnovator ETF信托NSEP |
| 0.25% | 0.24% | $28.4万 | 1.4万股 | $30.5万 | 1.4万股 | -768股-5.37% | 减仓 |
 WASTE MGMT DELWM |
| 0.24% | 0.22% | $27.4万 | 1,192股 | $27.1万 | 1,233股 | -41股-3.33% | 减仓 |
| SSPDR行业精选信托XLU |
| 0.23% | — | $26.3万 | 5,735股 | $0 | 0股 | +5,735股 | 新买入 |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.22% | — | $25.1万 | 3,748股 | $0 | 0股 | +3,748股 | 新买入 |
 好市多COST |
| 0.21% | — | $24.3万 | 244股 | $0 | 0股 | +244股 | 新买入 |
 家得宝HD |
| 0.2% | 0.22% | $23.2万 | 705股 | $26.9万 | 783股 | -78股-9.96% | 减仓 |
