 联合包裹UPSUPS |
| 8.92% | 9.6% | $1.10亿 | 102.4万股 | $1.01亿 | 102.6万股 | -2,521股-0.25% | 减仓 |
 苹果AAPL |
| 4.02% | 4.16% | $4,966.9万 | 17.2万股 | $4,368.4万 | 17.2万股 | -474股-0.28% | 减仓 |
 谷歌AGOOGL |
| 3.49% | 2.66% | $4,307.8万 | 12.1万股 | $2,794.6万 | 9.7万股 | +2.3万股+24.04% | 加仓 |
| V先锋领航指数基金VOO |
| 3.48% | 3.02% | $4,295.1万 | 6.3万股 | $3,174.2万 | 5.3万股 | +9,417股+17.73% | 加仓 |
 博通AVGO |
| 3.46% | 2.99% | $4,273.7万 | 11.3万股 | $3,143.3万 | 10.2万股 | +1.2万股+11.40% | 加仓 |
 英伟达NVDA |
| 2.92% | 2.48% | $3,608.9万 | 18.0万股 | $2,604.6万 | 14.9万股 | +3.1万股+20.77% | 加仓 |
 微软MSFT |
| 2.8% | 2.9% | $3,451.0万 | 9.3万股 | $3,049.2万 | 8.2万股 | +1.0万股+12.31% | 加仓 |
 CLEAN HARBORSCLH |
| 2.56% | 2.89% | $3,161.9万 | 10.6万股 | $3,040.7万 | 10.6万股 | -208股-0.20% | 减仓 |
 PALO ALTOPANW |
| 2.39% | 1.09% | $2,947.4万 | 8.6万股 | $1,146.5万 | 7.2万股 | +1.5万股+20.85% | 加仓 |
 亚马逊AMZN |
| 2.31% | 2.01% | $2,847.0万 | 11.9万股 | $2,108.5万 | 10.1万股 | +1.8万股+17.99% | 加仓 |
 强生JNJ |
| 2.24% | 2.54% | $2,768.0万 | 10.9万股 | $2,674.6万 | 10.9万股 | -430股-0.39% | 减仓 |
| SSPDR行业精选信托XLK |
| 2.05% | 1.66% | $2,528.0万 | 13.3万股 | $1,743.0万 | 13.1万股 | +1,538股+1.17% | 加仓 |
 帕兰提尔PLTR |
| 1.97% | 2.87% | $2,431.1万 | 20.8万股 | $3,022.0万 | 20.7万股 | +1,783股+0.86% | 加仓 |
 礼来LLY |
| 1.96% | 1.74% | $2,419.3万 | 2.0万股 | $1,830.9万 | 2.0万股 | +264股+1.33% | 加仓 |
| AALPS ETF信托AMLP |
| 1.88% | 2.13% | $2,326.2万 | 44.9万股 | $2,236.5万 | 42.5万股 | +2.4万股+5.60% | 加仓 |
 泛林集团LRCX |
| 1.59% | 0.88% | $1,958.8万 | 4.5万股 | $925.4万 | 4.3万股 | +1,889股+4.36% | 加仓 |
| N新纪元能源NEE |
| 1.4% | 1.72% | $1,726.3万 | 19.7万股 | $1,809.2万 | 19.5万股 | +1,901股+0.98% | 加仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 1.37% | — | $1,690.6万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 通用动力GD |
| 1.36% | 1.11% | $1,673.8万 | 4.7万股 | $1,162.3万 | 3.4万股 | +1.3万股+39.54% | 加仓 |
 埃克森美孚XOM |
| 1.18% | 1.71% | $1,452.8万 | 10.6万股 | $1,799.9万 | 10.6万股 | +176股+0.17% | 加仓 |
 AXON ENTERPRISEAXON |
| 1.17% | 0.94% | $1,445.8万 | 2.6万股 | $984.4万 | 2.3万股 | +2,611股+11.26% | 加仓 |
 Arista网络ANET |
| 1.16% | 0.21% | $1,434.2万 | 8.4万股 | $224.5万 | 1.8万股 | +6.6万股+361.72% | 加仓 |
 VisaV |
| 1.1% | 1.11% | $1,354.8万 | 3.9万股 | $1,170.8万 | 3.9万股 | +750股+1.94% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.09% | 1.2% | $1,348.0万 | 2.7万股 | $1,266.3万 | 2.6万股 | +514股+1.95% | 加仓 |
 雪佛龙CVX |
| 1.08% | 1.53% | $1,331.9万 | 8.0万股 | $1,607.1万 | 7.8万股 | +2,678股+3.45% | 加仓 |
 TJXTJX |
| 1.06% | 1.3% | $1,306.8万 | 8.6万股 | $1,364.5万 | 8.5万股 | +814股+0.95% | 加仓 |
 台积电TSM |
| 1.06% | 0.14% | $1,304.9万 | 2.7万股 | $149.6万 | 4,426股 | +2.3万股+517.35% | 加仓 |
| V先锋领航·TOTALBND |
| 1.05% | 1.44% | $1,301.6万 | 17.7万股 | $1,512.4万 | 20.5万股 | -2.8万股-13.66% | 减仓 |
 沃尔玛WMT |
| 1% | 1.28% | $1,234.4万 | 10.9万股 | $1,345.8万 | 10.8万股 | +703股+0.65% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.99% | 1.36% | $1,221.7万 | 5.2万股 | $1,425.5万 | 6.6万股 | -1.5万股-22.11% | 减仓 |
 科磊KLAC |
| 0.97% | 0.52% | $1,192.1万 | 4.0万股 | $544.7万 | 3,699股 | +3.6万股+968.21% | 加仓 |
| V先锋领航市政债券基金VTEB |
| 0.89% | 0.94% | $1,094.9万 | 21.6万股 | $987.7万 | 19.8万股 | +1.9万股+9.35% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 0.83% | 1.07% | $1,026.9万 | 8.1万股 | $1,120.5万 | 8.0万股 | +879股+1.09% | 加仓 |
 南方电力SO |
| 0.82% | 0.96% | $1,014.5万 | 10.6万股 | $1,008.6万 | 10.4万股 | +1,502股+1.44% | 加仓 |
| I景顺QQQ信托VOO |
| 0.81% | 0.72% | $1,003.5万 | 1.4万股 | $752.0万 | 1.3万股 | +597股+4.58% | 加仓 |
 摩根大通JPM |
| 0.77% | 0.82% | $946.6万 | 2.9万股 | $858.7万 | 2.9万股 | -273股-0.94% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.72% | 1.13% | $892.4万 | 1.8万股 | $1,193.2万 | 1.7万股 | +32股+0.18% | 加仓 |
 高盛GS |
| 0.72% | 0.71% | $888.4万 | 8,784股 | $744.4万 | 8,799股 | -15股-0.17% | 减仓 |
 万事达MA |
| 0.67% | 0.75% | $832.7万 | 1.6万股 | $785.9万 | 1.6万股 | +484股+3.08% | 加仓 |
| J摩根大通交易所交易基金JEPI |
| 0.65% | 0.74% | $801.5万 | 14.2万股 | $773.3万 | 13.6万股 | +5,474股+4.01% | 加仓 |
 CHUBB LIMITEDCB |
| 0.62% | 0.04% | $765.7万 | 2.2万股 | $39.3万 | 1,207股 | +2.1万股+1,761.89% | 加仓 |
 优步UBER |
| 0.61% | 0.68% | $755.9万 | 10.5万股 | $717.9万 | 10.0万股 | +4,952股+4.96% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.61% | 0.58% | $753.7万 | 2.1万股 | $609.2万 | 2.1万股 | +95股+0.45% | 加仓 |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 0.61% | 0.62% | $750.3万 | 43.2万股 | $650.1万 | 43.2万股 | +490股+0.11% | 加仓 |
 宝洁PG |
| 0.61% | 0.7% | $749.3万 | 5.1万股 | $736.4万 | 5.1万股 | +115股+0.23% | 加仓 |
 好市多COST |
| 0.6% | 0.79% | $739.7万 | 7,907股 | $827.9万 | 8,309股 | -402股-4.84% | 减仓 |
 MADISON SQUARE GARDEN ENTERTAINMENT CORPMSGE |
| 0.59% | 0.46% | $728.0万 | 9.0万股 | $484.0万 | 8.2万股 | +7,841股+9.54% | 加仓 |
| EEVERPURE CL AEVPR |
| 0.58% | 0.51% | $712.9万 | 9.0万股 | $534.0万 | 9.0万股 | +44股+0.05% | 加仓 |
 艾伯维ABBV |
| 0.55% | 1.02% | $673.6万 | 2.7万股 | $1,075.6万 | 4.9万股 | -2.3万股-45.87% | 减仓 |
 ServiceNowNOW |
| 0.53% | — | $648.5万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
