 AMD超威AMD |
| 13.29% | 6.9% | $6,220.2万 | 10.7万股 | $2,481.4万 | 12.2万股 | -1.5万股-12.22% | 减仓 |
 谷歌AGOOGL |
| 8.56% | 9% | $4,006.5万 | 11.2万股 | $3,236.9万 | 11.3万股 | -455股-0.40% | 减仓 |
 苹果AAPL |
| 6.76% | 7.78% | $3,164.6万 | 10.9万股 | $2,797.9万 | 11.0万股 | -877股-0.80% | 减仓 |
 好市多COST |
| 4.79% | 6.74% | $2,243.1万 | 2.4万股 | $2,423.6万 | 2.4万股 | -345股-1.42% | 减仓 |
 PALO ALTOPANW |
| 4.73% | 2.91% | $2,211.9万 | 6.5万股 | $1,045.0万 | 6.5万股 | -320股-0.49% | 减仓 |
 GeneracGNRC |
| 3.84% | 3.35% | $1,797.2万 | 6.1万股 | $1,206.0万 | 6.2万股 | -365股-0.59% | 减仓 |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.62% | 2.34% | $1,696.3万 | 6.2万股 | $843.4万 | 9.0万股 | -2.7万股-30.58% | 减仓 |
 应用材料AMAT |
| 3.41% | 2.61% | $1,594.9万 | 2.2万股 | $939.2万 | 2.7万股 | -5,420股-19.72% | 减仓 |
 联合健康UNH |
| 3.24% | 2.75% | $1,514.1万 | 3.6万股 | $989.0万 | 3.7万股 | -120股-0.33% | 减仓 |
 VisaV |
| 3.05% | 3.51% | $1,426.5万 | 4.2万股 | $1,262.5万 | 4.2万股 | -195股-0.47% | 减仓 |
 第一资本COF |
| 3.05% | 3.61% | $1,425.7万 | 7.1万股 | $1,297.3万 | 7.1万股 | -50股-0.07% | 减仓 |
 亚马逊AMZN |
| 2.68% | 3.04% | $1,256.3万 | 5.3万股 | $1,093.6万 | 5.3万股 | +200股+0.38% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.65% | 2.86% | $1,241.2万 | 3.5万股 | $1,030.5万 | 3.6万股 | -796股-2.22% | 减仓 |
 强生JNJ |
| 2.58% | 3.25% | $1,209.2万 | 4.8万股 | $1,168.1万 | 4.8万股 | -175股-0.37% | 减仓 |
| AAPPLOVINAPP |
| 2.49% | — | $1,166.9万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| HHIMS & HERS HEALTHHIMS |
| 2.46% | 1.93% | $1,152.0万 | 33.2万股 | $693.4万 | 33.4万股 | -1,720股-0.51% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.34% | 3.86% | $1,092.9万 | 8.9万股 | $1,387.6万 | 8.8万股 | +550股+0.62% | 加仓 |
 ServiceNowNOW |
| 2.12% | 2.91% | $991.7万 | 10.0万股 | $1,046.8万 | 10.0万股 | -235股-0.23% | 减仓 |
 Roper科技ROP |
| 1.97% | 2.66% | $921.7万 | 2.7万股 | $955.4万 | 2.7万股 | +240股+0.89% | 加仓 |
| RREPLIGENRGEN |
| 1.73% | 1.78% | $808.4万 | 5.9万股 | $641.8万 | 5.4万股 | +4,780股+8.78% | 加仓 |
 百事可乐PEP |
| 1.71% | 2.53% | $800.5万 | 5.9万股 | $910.3万 | 5.9万股 | +500股+0.85% | 加仓 |
 BroadridgeBR |
| 1.68% | 2.6% | $785.5万 | 5.7万股 | $936.0万 | 5.8万股 | -250股-0.43% | 减仓 |
| KKINSALE CAPKNSL |
| 1.61% | 2.13% | $752.5万 | 2.3万股 | $765.6万 | 2.2万股 | +410股+1.83% | 加仓 |
 伍德沃德WWD |
| 1.39% | 1.65% | $648.3万 | 1.5万股 | $593.8万 | 1.7万股 | -1,350股-8.14% | 减仓 |
 AFLAC COMAFL |
| 1.15% | 1.4% | $536.3万 | 4.6万股 | $501.8万 | 4.6万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.1% | 1.17% | $516.9万 | 1.5万股 | $419.2万 | 1.3万股 | +1,910股+14.99% | 加仓 |
 思科CSCO |
| 0.94% | 0.81% | $440.4万 | 3.7万股 | $290.9万 | 3.7万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.68% | 1.1% | $316.6万 | 1.9万股 | $395.2万 | 1.9万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.62% | 0.79% | $289.5万 | 2.0万股 | $285.1万 | 2.0万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.55% | 0.66% | $258.7万 | 7,903股 | $238.4万 | 8,103股 | -200股-2.47% | 减仓 |
 微软MSFT |
| 0.51% | 0.66% | $237.4万 | 6,365股 | $235.6万 | 6,365股 | 00.00% | 持仓不变 |
 HEXCEL NEWHXL |
| 0.42% | 0.47% | $197.4万 | 2.0万股 | $168.6万 | 2.1万股 | -1,100股-5.28% | 减仓 |
 艾伯维ABBV |
| 0.42% | 0.48% | $196.1万 | 7,791股 | $172.7万 | 7,941股 | -150股-1.89% | 减仓 |
 赛富时CRM |
| 0.39% | 0.62% | $181.6万 | 1.2万股 | $222.0万 | 1.2万股 | -300股-2.52% | 减仓 |
| N新纪元能源NEE |
| 0.38% | 0.34% | $177.1万 | 2.0万股 | $123.4万 | 1.3万股 | +6,895股+51.90% | 加仓 |
| BBOSWELL J G CO COMBWEL |
| 0.37% | 0.47% | $171.1万 | 3,100股 | $170.5万 | 3,100股 | 00.00% | 持仓不变 |
| NNEW RESIDENTIAL INVESTMENT CORP. PFD |
| 0.33% | 0.42% | $152.4万 | 6.1万股 | $149.6万 | 6.1万股 | -500股-0.82% | 减仓 |
 嘉信理财SCHW |
| 0.29% | 0.39% | $136.3万 | 1.5万股 | $138.8万 | 1.5万股 | 00.00% | 持仓不变 |
 威瑞信VRSN |
| 0.27% | 0.34% | $124.8万 | 4,962股 | $123.2万 | 4,962股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.23% | 0.1% | $107.3万 | 7,684股 | $35.7万 | 8,084股 | -400股-4.95% | 减仓 |
 BXPBXP |
| 0.22% | 0.22% | $105.1万 | 1.6万股 | $79.7万 | 1.5万股 | +500股+3.26% | 加仓 |
 卡特彼勒CAT |
| 0.22% | 0.19% | $104.3万 | 979股 | $69.4万 | 979股 | 00.00% | 持仓不变 |
| AAT&T Inc 5pct Dep Rp Pfd AT 5 PERP A |
| 0.22% | 0.21% | $102.7万 | 5.4万股 | $74.2万 | 3.8万股 | +1.7万股+43.92% | 加仓 |
 埃克森美孚XOM |
| 0.21% | 0.34% | $99.6万 | 7,283股 | $123.6万 | 7,283股 | 00.00% | 持仓不变 |
 雅保ALB |
| 0.21% | 0.36% | $99.5万 | 1.8万股 | $128.5万 | 1.8万股 | 00.00% | 持仓不变 |
| W富国银行WFC |
| 0.21% | 0.27% | $97.8万 | 845股 | $97.8万 | 845股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.18% | 0.2% | $84.4万 | 3,000股 | $72.7万 | 3,000股 | 00.00% | 持仓不变 |
| CCAPITAL ONE FINL 5 PFD |
| 0.18% | 0.17% | $82.8万 | 4.5万股 | $60.3万 | 3.2万股 | +1.3万股+40.25% | 加仓 |
 沃尔玛WMT |
| 0.17% | 0.26% | $81.5万 | 7,200股 | $93.2万 | 7,500股 | -300股-4.00% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.16% | 0.23% | $76.4万 | 6,044股 | $84.2万 | 6,044股 | 00.00% | 持仓不变 |
