 英伟达NVDA |
| 13.54% | 15.38% | $3,913.3万 | 19.6万股 | $3,976.3万 | 22.8万股 | -3.2万股-14.22% | 减仓 |
 GE VernovaGEV |
| 8.39% | 7.16% | $2,422.8万 | 2.1万股 | $1,850.7万 | 2.1万股 | -580股-2.74% | 减仓 |
 GE航空GE |
| 6.96% | 5.96% | $2,011.5万 | 5.4万股 | $1,541.6万 | 5.4万股 | -450股-0.83% | 减仓 |
 礼来LLY |
| 6.5% | 6.54% | $1,877.7万 | 1.6万股 | $1,690.5万 | 1.8万股 | -2,725股-14.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 6.1% | 5.69% | $1,762.9万 | 3.5万股 | $1,471.1万 | 3.1万股 | +4,530股+14.76% | 加仓 |
 微软MSFT |
| 4.87% | 5.52% | $1,406.3万 | 3.8万股 | $1,428.9万 | 3.9万股 | -900股-2.33% | 减仓 |
 Meta平台META |
| 4.85% | 5.64% | $1,400.3万 | 2.5万股 | $1,458.9万 | 2.6万股 | -640股-2.51% | 减仓 |
 谷歌AGOOGL |
| 4.55% | 4.03% | $1,315.5万 | 3.7万股 | $1,041.0万 | 3.6万股 | +610股+1.69% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.36% | 4.34% | $1,259.3万 | 1.7万股 | $1,123.1万 | 1.7万股 | -400股-2.32% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.29% | 3.96% | $1,238.4万 | 3.5万股 | $1,024.4万 | 3.6万股 | -660股-1.85% | 减仓 |
 亚马逊AMZN |
| 3.79% | 3.7% | $1,094.0万 | 4.6万股 | $956.0万 | 4.6万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 3.16% | 4.27% | $914.0万 | 2.8万股 | $1,104.8万 | 3.8万股 | -9,700股-25.70% | 减仓 |
 伊顿ETN |
| 2.93% | 1.81% | $848.0万 | 2.0万股 | $468.8万 | 2.0万股 | -100股-0.50% | 减仓 |
 博通AVGO |
| 2.75% | 2.51% | $793.3万 | 2.1万股 | $650.0万 | 2.1万股 | 00.00% | 持仓不变 |
| RROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHSRYCEY |
| 2.58% | 2.32% | $745.0万 | 38.7万股 | $599.8万 | 38.9万股 | -2,000股-0.51% | 减仓 |
 万事达MA |
| 2.52% | 2.72% | $728.1万 | 1.4万股 | $703.3万 | 1.4万股 | +100股+0.71% | 加仓 |
| T赛默飞世尔TMO |
| 2.31% | 2.54% | $668.1万 | 1.3万股 | $656.2万 | 1.3万股 | -25股-0.19% | 减仓 |
 波音BA |
| 2.17% | 2.04% | $627.8万 | 2.9万股 | $527.4万 | 2.7万股 | +2,500股+9.43% | 加仓 |
 VisaV |
| 2.11% | 2.09% | $610.0万 | 1.8万股 | $540.1万 | 1.8万股 | -91股-0.51% | 减仓 |
| V先锋领航指数基金VOO |
| 1.73% | 1.51% | $499.3万 | 6,780股 | $391.3万 | 6,780股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 1.36% | 2.94% | $392.4万 | 1.8万股 | $760.6万 | 3.4万股 | -1.6万股-47.92% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.34% | — | $387.4万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 台积电TSM |
| 1.31% | 1.01% | $377.3万 | 7,900股 | $260.2万 | 7,700股 | +200股+2.60% | 加仓 |
| IiShares安硕信托IJK |
| 0.9% | 0.88% | $259.1万 | 2.2万股 | $226.4万 | 2.3万股 | -450股-2.00% | 减仓 |
 ShopifySHOP |
| 0.81% | 1.12% | $234.1万 | 2.1万股 | $290.6万 | 2.5万股 | -4,000股-16.33% | 减仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.72% | 0.73% | $206.7万 | 3,100股 | $187.6万 | 3,100股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.67% | 0.86% | $192.9万 | 4,850股 | $222.2万 | 4,820股 | +30股+0.62% | 加仓 |
| GGE医疗GEHC |
| 0.58% | 1.11% | $167.7万 | 2.6万股 | $288.3万 | 4.1万股 | -1.4万股-35.36% | 减仓 |
 福泰制药VRTX |
| 0.58% | 0.52% | $167.4万 | 3,370股 | $134.0万 | 3,000股 | +370股+12.33% | 加仓 |
 恩智浦NXPI |
| 0.53% | 0.42% | $154.6万 | 5,500股 | $108.3万 | 5,500股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.3% | 0.29% | $86.8万 | 3,000股 | $76.1万 | 3,000股 | 00.00% | 持仓不变 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.23% | — | $66.5万 | 7,500股 | $0 | 0股 | +7,500股 | 新买入 |
 美国运通AXP |
| 0.22% | — | $64.1万 | 1,900股 | $0 | 0股 | +1,900股 | 新买入 |
