 英伟达NVDA |
| 8.55% | 8.8% | $1,434.2万 | 7.2万股 | $1,293.6万 | 7.4万股 | -2,500股-3.37% | 减仓 |
 苹果AAPL |
| 7.87% | 7.75% | $1,320.0万 | 4.6万股 | $1,139.4万 | 4.5万股 | +720股+1.60% | 加仓 |
 微软MSFT |
| 4.88% | 5.42% | $818.4万 | 2.2万股 | $797.3万 | 2.2万股 | +400股+1.86% | 加仓 |
 亚马逊AMZN |
| 4.27% | 4.17% | $716.0万 | 3.0万股 | $613.2万 | 2.9万股 | +600股+2.04% | 加仓 |
 谷歌AGOOGL |
| 3.85% | 3.47% | $646.1万 | 1.8万股 | $510.7万 | 1.8万股 | +320股+1.80% | 加仓 |
 博通AVGO |
| 3.15% | 2.88% | $528.2万 | 1.4万股 | $424.1万 | 1.4万股 | +280股+2.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.02% | 2.91% | $507.4万 | 1.4万股 | $428.0万 | 1.5万股 | -560股-3.75% | 减仓 |
 美光科技MU |
| 2.42% | 0.79% | $406.4万 | 3,521股 | $116.3万 | 3,441股 | +80股+2.32% | 加仓 |
 Meta平台META |
| 2.29% | 2.58% | $384.8万 | 6,832股 | $379.4万 | 6,632股 | +200股+3.02% | 加仓 |
 特斯拉TSLA |
| 2.2% | 2.17% | $368.6万 | 8,763股 | $319.8万 | 8,603股 | +160股+1.86% | 加仓 |
 礼来LLY |
| 1.79% | 1.54% | $300.7万 | 2,507股 | $226.9万 | 2,467股 | +40股+1.62% | 加仓 |
 AMD超威AMD |
| 1.76% | 0.69% | $294.5万 | 5,069股 | $101.1万 | 4,969股 | +100股+2.01% | 加仓 |
 摩根大通JPM |
| 1.63% | 1.67% | $273.6万 | 8,359股 | $245.9万 | 8,359股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 1.29% | 1.37% | $216.4万 | 4,324股 | $201.5万 | 4,204股 | +120股+2.85% | 加仓 |
 英特尔INTC |
| 1.16% | 0.42% | $193.8万 | 1.4万股 | $61.3万 | 1.4万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.14% | 1.22% | $191.5万 | 7,542股 | $179.5万 | 7,342股 | +200股+2.72% | 加仓 |
 VisaV |
| 1.06% | 1.06% | $177.5万 | 5,175股 | $156.4万 | 5,175股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.05% | 1.49% | $176.0万 | 1.3万股 | $218.5万 | 1.3万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 1.05% | 0.56% | $176.0万 | 2,434股 | $81.8万 | 2,394股 | +40股+1.67% | 加仓 |
 泛林集团LRCX |
| 1.01% | 0.57% | $169.7万 | 3,916股 | $83.7万 | 3,916股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.92% | 0.68% | $154.3万 | 1,449股 | $99.8万 | 1,409股 | +40股+2.84% | 加仓 |
 沃尔玛WMT |
| 0.91% | 1.13% | $151.9万 | 1.3万股 | $166.7万 | 1.3万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.85% | 0.64% | $142.7万 | 1.2万股 | $94.3万 | 1.2万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.81% | 0.8% | $136.2万 | 5,414股 | $117.7万 | 5,414股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.79% | 0.88% | $132.4万 | 2,578股 | $128.8万 | 2,578股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.77% | 0.93% | $128.6万 | 1,375股 | $137.0万 | 1,375股 | 00.00% | 持仓不变 |
 科磊KLAC |
| 0.73% | 0.39% | $121.9万 | 4,040股 | $58.0万 | 394股 | +3,646股+925.38% | 加仓 |
| BBANK OF AMERBAC |
| 0.71% | 0.7% | $119.8万 | 2.1万股 | $102.5万 | 2.1万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.71% | 0.62% | $119.7万 | 3,204股 | $90.9万 | 3,204股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 0.69% | 0.5% | $116.6万 | 2,805股 | $73.7万 | 2,725股 | +80股+2.94% | 加仓 |
 家得宝HD |
| 0.64% | 0.68% | $107.0万 | 3,034股 | $99.8万 | 3,034股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.63% | 0.7% | $104.9万 | 7,153股 | $103.3万 | 7,153股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.6% | 0.48% | $100.6万 | 856股 | $71.2万 | 816股 | +40股+4.90% | 加仓 |
 可口可乐KO |
| 0.59% | 0.65% | $98.2万 | 1.2万股 | $94.9万 | 1.2万股 | -400股-3.20% | 减仓 |
 默沙东MRK |
| 0.58% | 0.62% | $96.8万 | 7,530股 | $90.6万 | 7,530股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.57% | 0.84% | $96.0万 | 5,792股 | $124.0万 | 5,992股 | -200股-3.34% | 减仓 |
 高盛GS |
| 0.56% | 0.53% | $93.1万 | 921股 | $77.9万 | 921股 | 00.00% | 持仓不变 |
 NETFLIXNFLX |
| 0.55% | 0.84% | $92.9万 | 1.3万股 | $123.3万 | 1.3万股 | +190股+1.48% | 加仓 |
 ROYAL BK CDA COMRY |
| 0.52% | 0.46% | $87.5万 | 4,226股 | $68.1万 | 4,226股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 0.51% | 0.53% | $86.3万 | 4,773股 | $77.3万 | 4,673股 | +100股+2.14% | 加仓 |
 PALO ALTOPANW |
| 0.5% | 0.26% | $84.7万 | 2,484股 | $38.2万 | 2,384股 | +100股+4.19% | 加仓 |
 德州仪器TXN |
| 0.5% | 0.36% | $84.1万 | 2,820股 | $52.8万 | 2,720股 | +100股+3.68% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.49% | 0.53% | $81.6万 | 9,870股 | $78.6万 | 9,870股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.48% | 0.47% | $80.7万 | 2,868股 | $69.5万 | 2,868股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.48% | 0.69% | $80.6万 | 6,910股 | $101.1万 | 6,910股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.46% | 0.54% | $77.9万 | 4,106股 | $79.2万 | 4,106股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.46% | 0.52% | $77.6万 | 5,297股 | $76.5万 | 5,197股 | +100股+1.92% | 加仓 |
| C花旗集团C |
| 0.46% | 0.43% | $77.1万 | 5,512股 | $62.5万 | 5,512股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.45% | 0.17% | $75.4万 | 2,530股 | $25.1万 | 2,530股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.45% | 0.4% | $75.0万 | 3,589股 | $59.1万 | 3,589股 | 00.00% | 持仓不变 |
