 苹果AAPL |
| 8.7% | 7.76% | $4,503.4万 | 15.6万股 | $3,418.8万 | 13.5万股 | +2.1万股+15.53% | 加仓 |
 英伟达NVDA |
| 7.4% | 7.09% | $3,831.3万 | 19.1万股 | $3,123.1万 | 17.9万股 | +1.2万股+6.93% | 加仓 |
 联合包裹UPSUPS |
| 6.38% | 15% | $3,301.0万 | 30.7万股 | $6,604.6万 | 67.1万股 | -36.4万股-54.26% | 减仓 |
 微软MSFT |
| 4.66% | 4.83% | $2,413.4万 | 6.5万股 | $2,126.4万 | 5.7万股 | +7,255股+12.63% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 4.49% | 3.35% | $2,326.0万 | 6.6万股 | $1,477.2万 | 5.1万股 | +1.4万股+27.84% | 加仓 |
 谷歌AGOOGL |
| 4.04% | 3.36% | $2,092.5万 | 5.9万股 | $1,480.0万 | 5.1万股 | +7,085股+13.77% | 加仓 |
 亚马逊AMZN |
| 3.94% | 3.84% | $2,041.9万 | 8.6万股 | $1,691.4万 | 8.1万股 | +4,460股+5.49% | 加仓 |
 迈威尔MRVL |
| 2.27% | 0.95% | $1,177.1万 | 4.0万股 | $416.7万 | 4.2万股 | -2,555股-6.07% | 减仓 |
 万事达MA |
| 2.05% | 1.37% | $1,061.7万 | 2.1万股 | $605.4万 | 1.2万股 | +8,555股+70.60% | 加仓 |
 摩根大通JPM |
| 2.03% | 2.09% | $1,051.4万 | 3.2万股 | $919.3万 | 3.1万股 | +868股+2.78% | 加仓 |
 博通AVGO |
| 2.03% | 1.96% | $1,051.3万 | 2.8万股 | $861.8万 | 2.8万股 | -14股-0.05% | 减仓 |
| V先锋领航指数基金VOO |
| 2% | 1.72% | $1,037.6万 | 1.5万股 | $759.1万 | 1.3万股 | +2,405股+18.93% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.87% | 1.55% | $967.7万 | 1.3万股 | $683.1万 | 1.1万股 | +2,455股+23.37% | 加仓 |
| IiShares安硕·RUSSELLIWF |
| 1.59% | 1.32% | $822.6万 | 6.6万股 | $579.4万 | 1.4万股 | +5.3万股+387.48% | 加仓 |
 好市多COST |
| 1.44% | 1.03% | $745.5万 | 7,969股 | $455.3万 | 4,569股 | +3,400股+74.41% | 加仓 |
 卡特彼勒CAT |
| 1.23% | 0.75% | $635.5万 | 5,968股 | $328.6万 | 4,638股 | +1,330股+28.68% | 加仓 |
 家得宝HD |
| 1.09% | 1.05% | $563.7万 | 1.6万股 | $462.8万 | 1.4万股 | +1,911股+13.58% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.08% | 0.81% | $557.2万 | 1.1万股 | $357.2万 | 7,454股 | +3,682股+49.40% | 加仓 |
 应用材料AMAT |
| 1.04% | 0.58% | $536.9万 | 7,426股 | $253.8万 | 7,426股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VB |
| 1% | 0.95% | $516.1万 | 1.7万股 | $418.5万 | 1.6万股 | +1,046股+6.55% | 加仓 |
 Meta平台META |
| 0.95% | 0.94% | $493.5万 | 8,761股 | $412.6万 | 7,211股 | +1,550股+21.49% | 加仓 |
 VisaV |
| 0.95% | 0.95% | $493.3万 | 1.4万股 | $418.2万 | 1.4万股 | +542股+3.92% | 加仓 |
| IiShares安硕信托SGOV |
| 0.93% | 1.07% | $480.7万 | 4.8万股 | $469.1万 | 4.7万股 | +1,150股+2.47% | 加仓 |
| IiShares安硕信托IVV |
| 0.91% | 0.67% | $470.6万 | 6,284股 | $296.2万 | 4,535股 | +1,749股+38.57% | 加仓 |
 强生JNJ |
| 0.84% | 0.88% | $435.3万 | 1.7万股 | $385.9万 | 1.6万股 | +1,351股+8.56% | 加仓 |
 MCKESSON COMMCK |
| 0.81% | 1.01% | $417.8万 | 5,529股 | $445.5万 | 5,148股 | +381股+7.40% | 加仓 |
| V先锋领航·FTSEVEA |
| 0.78% | 0.83% | $404.7万 | 5.7万股 | $363.9万 | 5.7万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.71% | 0.56% | $365.9万 | 2.1万股 | $245.1万 | 1.9万股 | +1,358股+7.00% | 加仓 |
 思科CSCO |
| 0.71% | 0.53% | $365.1万 | 3.1万股 | $231.2万 | 3.0万股 | +1,280股+4.29% | 加仓 |
 沃尔玛WMT |
| 0.67% | 0.71% | $349.3万 | 3.1万股 | $313.9万 | 2.5万股 | +5,582股+22.10% | 加仓 |
 派克汉尼汾PH |
| 0.64% | 0.66% | $329.6万 | 3,370股 | $292.6万 | 3,268股 | +102股+3.12% | 加仓 |
 艾伯维ABBV |
| 0.6% | 0.6% | $310.8万 | 1.2万股 | $265.2万 | 1.2万股 | +155股+1.27% | 加仓 |
 AMETEK COMAME |
| 0.57% | 0.6% | $294.9万 | 1.2万股 | $262.6万 | 1.2万股 | -60股-0.49% | 减仓 |
 赛富时CRM |
| 0.53% | 0.54% | $273.5万 | 1.7万股 | $236.1万 | 1.3万股 | +4,808股+38.02% | 加仓 |
 TJXTJX |
| 0.53% | 0.32% | $273.3万 | 1.8万股 | $142.0万 | 8,893股 | +9,146股+102.84% | 加仓 |
 DANAHER DEL COMDHR |
| 0.52% | 0.45% | $268.4万 | 1.4万股 | $197.7万 | 1.0万股 | +3,664股+35.14% | 加仓 |
| IiShares安硕IEMG |
| 0.49% | 0.4% | $255.8万 | 3.1万股 | $174.7万 | 2.5万股 | +5,838股+23.31% | 加仓 |
 雪佛龙CVX |
| 0.49% | 0.58% | $252.7万 | 1.5万股 | $256.0万 | 1.2万股 | +2,875股+23.24% | 加仓 |
| SSPDR黄金信托GLD |
| 0.49% | 0.67% | $251.4万 | 6,825股 | $293.7万 | 6,825股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.48% | 0.28% | $249.6万 | 5,760股 | $123.1万 | 5,760股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.45% | 0.44% | $234.6万 | 3,699股 | $192.8万 | 3,423股 | +276股+8.06% | 加仓 |
 阿默普莱斯AMP |
| 0.44% | 0.5% | $227.3万 | 4,955股 | $220.2万 | 4,955股 | 00.00% | 持仓不变 |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.43% | 0.47% | $224.7万 | 2.7万股 | $206.9万 | 5,075股 | +2.2万股+435.96% | 加仓 |
| SSPDR道富系列信托SDY |
| 0.4% | 0.44% | $208.6万 | 1.4万股 | $195.8万 | 1.3万股 | +294股+2.19% | 加仓 |
| Q高通QCOM |
| 0.39% | 0.32% | $203.5万 | 1.1万股 | $141.8万 | 1.1万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.39% | 0.54% | $203.1万 | 8.4万股 | $235.8万 | 8.4万股 | +355股+0.42% | 加仓 |
| IiShares安硕信托DVY |
| 0.39% | 0.36% | $202.0万 | 1.3万股 | $159.3万 | 1.1万股 | +2,407股+22.88% | 加仓 |
 ADOBE COMADBE |
| 0.39% | 0.36% | $200.6万 | 9,783股 | $157.5万 | 6,480股 | +3,303股+50.97% | 加仓 |
| T赛默飞世尔TMO |
| 0.38% | 0.44% | $199.3万 | 3,975股 | $195.4万 | 3,975股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.38% | 0.38% | $197.7万 | 1.3万股 | $166.9万 | 1.2万股 | +1,925股+16.66% | 加仓 |
