 微软MSFT |
| 11.22% | 12.56% | $3,833.3万 | 10.3万股 | $3,957.5万 | 10.7万股 | -4,147股-3.88% | 减仓 |
| Q高通QCOM |
| 6.26% | 4.95% | $2,138.4万 | 11.6万股 | $1,559.9万 | 12.1万股 | -5,405股-4.46% | 减仓 |
 英特尔INTC |
| 6.14% | 2.1% | $2,098.1万 | 15.0万股 | $662.2万 | 15.0万股 | +199股+0.13% | 加仓 |
 再生元REGN |
| 5.38% | 7.56% | $1,839.5万 | 3.0万股 | $2,382.6万 | 3.1万股 | -1,336股-4.33% | 减仓 |
 Ionis制药IONS |
| 5.11% | 5.36% | $1,747.0万 | 22.0万股 | $1,689.6万 | 22.5万股 | -4,680股-2.08% | 减仓 |
 康明斯CMI |
| 4.75% | 3.92% | $1,621.6万 | 2.3万股 | $1,234.2万 | 2.3万股 | -203股-0.88% | 减仓 |
 帕兰提尔PLTR |
| 4.59% | 6.26% | $1,569.4万 | 13.5万股 | $1,971.9万 | 13.5万股 | -288股-0.21% | 减仓 |
| IIONQIONQ |
| 4.37% | 2.55% | $1,492.3万 | 28.0万股 | $803.7万 | 27.9万股 | +1,434股+0.51% | 加仓 |
 派克汉尼汾PH |
| 4.01% | 3.98% | $1,371.2万 | 1.4万股 | $1,254.7万 | 1.4万股 | +4股+0.03% | 加仓 |
 埃克森美孚XOM |
| 3.37% | 4.56% | $1,152.2万 | 8.4万股 | $1,437.9万 | 8.5万股 | -475股-0.56% | 减仓 |
 阿斯麦ASML |
| 3.11% | 2.25% | $1,062.0万 | 5,338股 | $709.4万 | 5,371股 | -33股-0.61% | 减仓 |
| N新纪元能源NEE |
| 2.7% | 3.07% | $924.1万 | 10.5万股 | $966.8万 | 10.4万股 | +1,192股+1.15% | 加仓 |
 宝洁PG |
| 2.58% | 2.73% | $882.1万 | 6.0万股 | $861.2万 | 6.0万股 | +527股+0.88% | 加仓 |
| IIOVANCE BIOTHERAPEUTICSIOVA |
| 2.52% | 2.3% | $862.5万 | 207.3万股 | $725.0万 | 206.6万股 | +7,550股+0.37% | 加仓 |
 渤健BIIB |
| 2.5% | 2.3% | $855.0万 | 4.0万股 | $726.2万 | 4.0万股 | -39股-0.10% | 减仓 |
 通用动力GD |
| 2.08% | 2.16% | $710.4万 | 2.0万股 | $681.0万 | 2.0万股 | +212股+1.07% | 加仓 |
 HERSHEY COMHSY |
| 2.01% | 2.57% | $685.6万 | 3.9万股 | $810.4万 | 3.9万股 | +90股+0.23% | 加仓 |
 ROYAL GOLD COMRGLD |
| 1.75% | 2.41% | $597.7万 | 3.0万股 | $760.3万 | 3.0万股 | +68股+0.23% | 加仓 |
 ShopifySHOP |
| 1.68% | 1.88% | $573.9万 | 5.0万股 | $593.6万 | 5.0万股 | +220股+0.44% | 加仓 |
 卡梅科CCJ |
| 1.64% | 1.88% | $559.7万 | 5.5万股 | $592.6万 | 5.5万股 | +385股+0.71% | 加仓 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 1.57% | 1.24% | $536.6万 | 6.6万股 | $392.1万 | 6.3万股 | +3,296股+5.27% | 加仓 |
| V先锋领航指数基金VOO |
| 1.38% | 1.12% | $472.0万 | 6,873股 | $352.4万 | 5,898股 | +975股+16.53% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.22% | 0.96% | $416.6万 | 1.1万股 | $302.7万 | 1.1万股 | +205股+1.88% | 加仓 |
 苹果AAPL |
| 1.22% | 1.16% | $415.3万 | 1.4万股 | $364.3万 | 1.4万股 | 00.00% | 持仓不变 |
 RIGETTI COMPUTINGRGTI |
| 1.14% | 0.72% | $389.0万 | 20.1万股 | $228.4万 | 16.3万股 | +3.9万股+23.75% | 加仓 |
 博通AVGO |
| 1.11% | 0.5% | $379.5万 | 1.0万股 | $158.3万 | 5,114股 | +4,932股+96.44% | 加仓 |
 PALO ALTOPANW |
| 1.08% | 0.55% | $370.3万 | 1.1万股 | $173.1万 | 1.1万股 | +65股+0.60% | 加仓 |
 HUNTINGTON INGALLS INDS COMHII |
| 1.08% | 1.51% | $368.6万 | 1.3万股 | $475.3万 | 1.3万股 | +660股+5.28% | 加仓 |
 ATMOS ENERGYATO |
| 1.01% | 1.11% | $345.1万 | 2.0万股 | $349.1万 | 1.9万股 | +1,133股+5.99% | 加仓 |
 默沙东MRK |
| 0.77% | 0.79% | $261.9万 | 2.0万股 | $247.5万 | 2.1万股 | -191股-0.93% | 减仓 |
 纽蒙特NEM |
| 0.77% | 0.97% | $261.8万 | 2.8万股 | $304.3万 | 2.8万股 | -80股-0.28% | 减仓 |
 联合太平洋铁路UNP |
| 0.66% | 0.54% | $224.9万 | 8,267股 | $169.0万 | 6,967股 | +1,300股+18.66% | 加仓 |
 ServiceNowNOW |
| 0.64% | 0.69% | $218.1万 | 2.2万股 | $217.9万 | 2.1万股 | +1,123股+5.39% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.5% | 0.51% | $172.5万 | 4.7万股 | $159.3万 | 4.2万股 | +4,824股+11.46% | 加仓 |
 谷歌AGOOGL |
| 0.46% | 0.4% | $156.7万 | 4,384股 | $125.9万 | 4,379股 | +5股+0.11% | 加仓 |
 艾伯维ABBV |
| 0.45% | 0.42% | $153.6万 | 6,102股 | $132.9万 | 6,111股 | -9股-0.15% | 减仓 |
| AAMEREN COMDHS |
| 0.44% | 0.46% | $149.1万 | 1.3万股 | $145.1万 | 1.3万股 | -9股-0.07% | 减仓 |
 EquifaxEFX |
| 0.41% | 0.51% | $141.1万 | 8,887股 | $160.0万 | 8,887股 | 00.00% | 持仓不变 |
 SPIRESR |
| 0.4% | 0.51% | $138.3万 | 1.8万股 | $160.3万 | 1.8万股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.39% | 0.38% | $134.1万 | 9,366股 | $120.5万 | 9,196股 | +170股+1.85% | 加仓 |
 强生JNJ |
| 0.36% | 0.38% | $123.7万 | 4,871股 | $118.7万 | 4,858股 | +13股+0.27% | 加仓 |
| OOKLOOKLO |
| 0.35% | 0.14% | $120.9万 | 2.3万股 | $44.2万 | 8,915股 | +1.4万股+159.14% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.33% | $117.3万 | 4,920股 | $102.5万 | 4,920股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.34% | 2.04% | $115.0万 | 1.3万股 | $643.0万 | 6.3万股 | -5.0万股-79.76% | 减仓 |
 ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP |
| 0.31% | 0.39% | $104.6万 | 4.4万股 | $122.2万 | 4.4万股 | -600股-1.36% | 减仓 |
 百时美施贵宝BMY |
| 0.3% | 0.43% | $100.9万 | 1.8万股 | $136.8万 | 2.3万股 | -5,041股-22.35% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.25% | 0.22% | $85.2万 | 2,410股 | $69.1万 | 2,410股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.23% | 0.24% | $79.0万 | 1,578股 | $75.6万 | 1,578股 | 00.00% | 持仓不变 |
| G通用动力VTI |
| 0.21% | 0.4% | $72.3万 | 1,954股 | $126.8万 | 3,954股 | -2,000股-50.58% | 减仓 |
 COMMERCE BANCSHARESCBSH |
| 0.2% | 0.18% | $68.2万 | 1.2万股 | $58.1万 | 1.2万股 | 00.00% | 持仓不变 |
