 苹果AAPL |
| 5.38% | 5.24% | $9,312.0万 | 32.2万股 | $8,184.0万 | 32.2万股 | -657股-0.20% | 减仓 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.08% | 1.85% | $7,063.8万 | 16.4万股 | $2,891.8万 | 17.6万股 | -1.2万股-7.08% | 减仓 |
 博通AVGO |
| 3.59% | 3.34% | $6,217.9万 | 16.5万股 | $5,209.1万 | 16.8万股 | -3,698股-2.20% | 减仓 |
 谷歌AGOOGL |
| 3.11% | 2.8% | $5,383.1万 | 15.1万股 | $4,376.9万 | 15.2万股 | -1,575股-1.03% | 减仓 |
 微软MSFT |
| 3.1% | 3.4% | $5,368.7万 | 14.4万股 | $5,312.9万 | 14.4万股 | +399股+0.28% | 加仓 |
 美光科技MU |
| 2.98% | 1.2% | $5,163.7万 | 4.5万股 | $1,873.4万 | 5.5万股 | -1.1万股-19.33% | 减仓 |
 科磊KLAC |
| 2.71% | 1.64% | $4,685.1万 | 15.5万股 | $2,557.6万 | 1.7万股 | +13.8万股+793.98% | 加仓 |
 亚马逊AMZN |
| 2.62% | 2.52% | $4,544.1万 | 19.1万股 | $3,939.7万 | 18.9万股 | +1,491股+0.79% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.45% | 2.25% | $4,235.8万 | 12.0万股 | $3,506.9万 | 12.2万股 | -2,369股-1.94% | 减仓 |
 强生JNJ |
| 2.01% | 2.13% | $3,476.2万 | 13.7万股 | $3,316.7万 | 13.6万股 | +1,192股+0.88% | 加仓 |
 万事达MA |
| 1.97% | 2.12% | $3,411.7万 | 6.6万股 | $3,315.4万 | 6.6万股 | +72股+0.11% | 加仓 |
 雷神技术RTX |
| 1.94% | 2.18% | $3,360.5万 | 17.7万股 | $3,396.5万 | 17.6万股 | +1,041股+0.59% | 加仓 |
 摩根大通JPM |
| 1.8% | 1.78% | $3,113.6万 | 9.5万股 | $2,777.1万 | 9.4万股 | +714股+0.76% | 加仓 |
 康明斯CMI |
| 1.79% | 1.51% | $3,095.0万 | 4.3万股 | $2,362.6万 | 4.4万股 | -517股-1.18% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.75% | 1.86% | $3,026.1万 | 6.0万股 | $2,899.0万 | 6.0万股 | -22股-0.04% | 减仓 |
 好市多COST |
| 1.7% | 2% | $2,951.8万 | 3.2万股 | $3,127.8万 | 3.1万股 | +163股+0.52% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.67% | 1.24% | $2,897.8万 | 36.7万股 | $1,932.0万 | 24.4万股 | +12.3万股+50.45% | 加仓 |
 TJXTJX |
| 1.57% | 1.84% | $2,724.8万 | 18.0万股 | $2,867.6万 | 18.0万股 | +291股+0.16% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.55% | 1.74% | $2,678.4万 | 29.1万股 | $2,709.1万 | 29.3万股 | -2,631股-0.90% | 减仓 |
 高盛GS |
| 1.5% | 1.4% | $2,601.9万 | 2.6万股 | $2,187.9万 | 2.6万股 | -135股-0.52% | 减仓 |
 Arista网络ANET |
| 1.49% | 1.19% | $2,586.7万 | 15.2万股 | $1,862.0万 | 15.2万股 | +614股+0.40% | 加仓 |
 英伟达NVDA |
| 1.48% | 1.4% | $2,570.1万 | 12.8万股 | $2,186.4万 | 12.5万股 | +3,090股+2.46% | 加仓 |
 伊顿ETN |
| 1.31% | 1.19% | $2,270.5万 | 5.3万股 | $1,854.9万 | 5.2万股 | +1,421股+2.74% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.26% | 1.26% | $2,177.0万 | 12.0万股 | $1,970.0万 | 11.8万股 | +2,231股+1.89% | 加仓 |
 Meta平台META |
| 1.24% | 1.36% | $2,146.9万 | 3.8万股 | $2,124.0万 | 3.7万股 | +988股+2.66% | 加仓 |
 CHUBB LIMITEDCB |
| 1.23% | 1.28% | $2,123.6万 | 6.2万股 | $1,996.3万 | 6.1万股 | +1,072股+1.76% | 加仓 |
 宝洁PG |
| 1.02% | 1.14% | $1,759.4万 | 12.0万股 | $1,786.2万 | 12.4万股 | -3,684股-2.98% | 减仓 |
| IIBMIBM |
| 0.99% | 0.9% | $1,708.6万 | 6.1万股 | $1,408.6万 | 5.8万股 | +2,646股+4.55% | 加仓 |
 卡特彼勒CAT |
| 0.97% | 0.74% | $1,680.1万 | 1.6万股 | $1,150.3万 | 1.6万股 | -460股-2.83% | 减仓 |
 林德LIN |
| 0.96% | 1.01% | $1,660.7万 | 3.2万股 | $1,569.7万 | 3.2万股 | +339股+1.07% | 加仓 |
 雪佛龙CVX |
| 0.95% | 1.3% | $1,641.8万 | 9.9万股 | $2,033.4万 | 9.8万股 | +767股+0.78% | 加仓 |
| IiShares安硕信托IVW |
| 0.94% | 0.86% | $1,633.7万 | 11.9万股 | $1,346.3万 | 11.9万股 | -238股-0.20% | 减仓 |
 史赛克SYK |
| 0.93% | 0.99% | $1,610.3万 | 5.1万股 | $1,542.3万 | 4.7万股 | +4,209股+8.97% | 加仓 |
| IiShares安硕·S&PIVE |
| 0.92% | 0.92% | $1,588.2万 | 7.0万股 | $1,429.5万 | 6.8万股 | +2,245股+3.32% | 加仓 |
 麦当劳MCD |
| 0.91% | 1.13% | $1,580.6万 | 5.8万股 | $1,757.5万 | 5.7万股 | +1,922股+3.40% | 加仓 |
 NETFLIXNFLX |
| 0.91% | 1.32% | $1,573.4万 | 22.0万股 | $2,052.2万 | 21.3万股 | +6,933股+3.25% | 加仓 |
 爱德华生命科学EW |
| 0.86% | 0.83% | $1,497.5万 | 16.6万股 | $1,288.0万 | 16.1万股 | +4,699股+2.92% | 加仓 |
 可口可乐KO |
| 0.79% | 0.84% | $1,361.4万 | 16.6万股 | $1,312.5万 | 17.1万股 | -4,957股-2.89% | 减仓 |
 联合太平洋铁路UNP |
| 0.76% | 0.75% | $1,322.5万 | 4.9万股 | $1,174.3万 | 4.8万股 | +220股+0.45% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.74% | 1.04% | $1,285.4万 | 10.4万股 | $1,624.3万 | 10.3万股 | +1,135股+1.10% | 加仓 |
 迪士尼DIS |
| 0.72% | 0.82% | $1,251.7万 | 13.0万股 | $1,282.4万 | 13.3万股 | -3,006股-2.26% | 减仓 |
 TransDigmTDG |
| 0.71% | 0.68% | $1,229.9万 | 9,233股 | $1,061.9万 | 9,162股 | +71股+0.77% | 加仓 |
 D R HORTONDHI |
| 0.68% | 0.6% | $1,181.3万 | 7.3万股 | $936.2万 | 6.8万股 | +4,299股+6.30% | 加仓 |
 家得宝HD |
| 0.67% | 0.69% | $1,168.6万 | 3.3万股 | $1,080.1万 | 3.3万股 | +294股+0.90% | 加仓 |
| IiShares安硕信托IBDS |
| 0.63% | 0.7% | $1,095.4万 | 45.2万股 | $1,094.3万 | 45.1万股 | +826股+0.18% | 加仓 |
 AON SHS CL AAON |
| 0.61% | 0.65% | $1,064.8万 | 3.2万股 | $1,008.2万 | 3.1万股 | +868股+2.78% | 加仓 |
 柯蒂斯怀特CW |
| 0.57% | 0.58% | $995.5万 | 1.3万股 | $912.6万 | 1.3万股 | -257股-1.92% | 减仓 |
 雅培ABT |
| 0.57% | 0.72% | $991.2万 | 10.9万股 | $1,126.3万 | 11.0万股 | -468股-0.43% | 减仓 |
 艾伯维ABBV |
| 0.52% | 0.49% | $904.3万 | 3.6万股 | $765.9万 | 3.5万股 | +720股+2.04% | 加仓 |
 礼来LLY |
| 0.51% | 0.36% | $880.1万 | 7,338股 | $556.2万 | 6,047股 | +1,291股+21.35% | 加仓 |
