 泛林集团LRCX |
| 9.08% | 5.8% | $3,737.9万 | 8.6万股 | $1,881.1万 | 8.8万股 | -1,781股-2.02% | 减仓 |
 应用材料AMAT |
| 8.14% | 4.88% | $3,350.5万 | 4.6万股 | $1,583.0万 | 4.6万股 | +26股+0.06% | 加仓 |
 苹果AAPL |
| 6.36% | 7.07% | $2,615.7万 | 9.0万股 | $2,295.3万 | 9.0万股 | -42股-0.05% | 减仓 |
 Arista网络ANET |
| 5.4% | 4.94% | $2,222.3万 | 13.1万股 | $1,602.7万 | 13.1万股 | +281股+0.22% | 加仓 |
 谷歌AGOOGL |
| 3.62% | 3.71% | $1,492.0万 | 4.2万股 | $1,202.9万 | 4.2万股 | -81股-0.19% | 减仓 |
 思科CSCO |
| 2.99% | 2.53% | $1,231.2万 | 10.5万股 | $821.3万 | 10.6万股 | -1,029股-0.97% | 减仓 |
| EEBAY COMEBAY |
| 2.81% | 2.95% | $1,155.4万 | 10.3万股 | $956.1万 | 10.5万股 | -1,651股-1.57% | 减仓 |
 Meta平台META |
| 2.78% | 3.5% | $1,146.2万 | 2.0万股 | $1,137.1万 | 2.0万股 | +474股+2.38% | 加仓 |
 迪尔DE |
| 2.69% | 2.98% | $1,107.7万 | 1.7万股 | $967.5万 | 1.7万股 | +288股+1.68% | 加仓 |
 科磊KLAC |
| 2.42% | 1.46% | $996.8万 | 3.3万股 | $475.0万 | 3,226股 | +3.0万股+924.18% | 加仓 |
 实耐宝SNA |
| 2.37% | 2.61% | $977.4万 | 2.4万股 | $846.7万 | 2.3万股 | +980股+4.20% | 加仓 |
| V先锋领航·FTSEVEA |
| 1.98% | 2.18% | $813.8万 | 11.4万股 | $707.7万 | 11.0万股 | +3,774股+3.42% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 1.97% | 2.51% | $811.4万 | 7.2万股 | $815.1万 | 7.0万股 | +2,340股+3.36% | 加仓 |
 强生JNJ |
| 1.91% | 2.26% | $786.6万 | 3.1万股 | $734.1万 | 3.0万股 | +942股+3.14% | 加仓 |
 宝洁PG |
| 1.84% | 2.13% | $759.3万 | 5.2万股 | $691.1万 | 4.8万股 | +3,937股+8.23% | 加仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 1.84% | 2.28% | $757.2万 | 4.7万股 | $739.0万 | 4.5万股 | +2,359股+5.26% | 加仓 |
| SSEI INVTSSEIC |
| 1.59% | 1.75% | $656.0万 | 7.5万股 | $568.2万 | 7.2万股 | +2,389股+3.30% | 加仓 |
 FICOFICO |
| 1.57% | 1.73% | $646.0万 | 5,407股 | $560.7万 | 5,252股 | +155股+2.95% | 加仓 |
| QQualysQLYS |
| 1.41% | 1.01% | $580.7万 | 4.2万股 | $327.1万 | 3.7万股 | +5,001股+13.43% | 加仓 |
 联合太平洋铁路UNP |
| 1.38% | 1.5% | $569.2万 | 2.1万股 | $487.2万 | 2.0万股 | +846股+4.21% | 加仓 |
 PAYCHEX COMPAYX |
| 1.35% | 1.44% | $556.2万 | 5.7万股 | $467.0万 | 5.1万股 | +5,869股+11.58% | 加仓 |
 GENTEXGNTX |
| 1.35% | 1.37% | $554.0万 | 21.9万股 | $445.5万 | 20.4万股 | +1.5万股+7.51% | 加仓 |
 PRICE T ROWE COMTROW |
| 1.34% | 1.28% | $551.6万 | 4.9万股 | $414.9万 | 4.6万股 | +2,492股+5.41% | 加仓 |
 COHEN & STEERSCNS |
| 1.33% | 1.32% | $547.2万 | 7.2万股 | $427.5万 | 6.8万股 | +3,519股+5.15% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.3% | 1.22% | $535.8万 | 5.6万股 | $395.6万 | 5.5万股 | +1,150股+2.11% | 加仓 |
 威瑞信VRSN |
| 1.28% | 1.58% | $528.2万 | 2.1万股 | $511.9万 | 2.1万股 | +385股+1.87% | 加仓 |
 穆迪MCO |
| 1.22% | 1.42% | $504.0万 | 1.1万股 | $460.5万 | 1.1万股 | +572股+5.42% | 加仓 |
 美光科技MU |
| 1.08% | 0.4% | $444.5万 | 3,851股 | $131.1万 | 3,881股 | -30股-0.77% | 减仓 |
 微软MSFT |
| 1.07% | 1.28% | $441.8万 | 1.2万股 | $416.6万 | 1.1万股 | +589股+5.23% | 加仓 |
 标普全球SPGI |
| 1.06% | 1.32% | $436.9万 | 1.1万股 | $428.6万 | 1.0万股 | +652股+6.47% | 加仓 |
 GRACOGGG |
| 1.01% | 1.27% | $416.5万 | 5.5万股 | $411.2万 | 4.9万股 | +6,517股+13.42% | 加仓 |
 CSX铁路CSX |
| 1.01% | 1.12% | $414.1万 | 8.7万股 | $363.3万 | 8.8万股 | -1,366股-1.54% | 减仓 |
| MMARKETAXESSMKTX |
| 0.99% | 1.47% | $407.4万 | 3.6万股 | $476.2万 | 2.9万股 | +7,032股+24.36% | 加仓 |
 ADOBE COMADBE |
| 0.99% | 1.34% | $407.3万 | 2.0万股 | $434.6万 | 1.8万股 | +1,990股+11.13% | 加仓 |
| V先锋领航指数基金VOO |
| 0.9% | 0.99% | $370.0万 | 5,387股 | $322.0万 | 5,388股 | -1股-0.02% | 减仓 |
| FFACTSET RESH SYSFDS |
| 0.85% | 0.75% | $348.2万 | 1.5万股 | $243.9万 | 1.1万股 | +3,894股+34.64% | 加仓 |
| V先锋领航·TOTALBND |
| 0.85% | 1.09% | $348.1万 | 4.7万股 | $352.6万 | 4.8万股 | -460股-0.96% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.77% | 0.89% | $314.9万 | 1.7万股 | $287.8万 | 1.7万股 | 00.00% | 持仓不变 |
 布鲁克菲尔德BN |
| 0.72% | 0.85% | $295.6万 | 6.9万股 | $275.1万 | 6.8万股 | +1,426股+2.10% | 加仓 |
 艺电EA |
| 0.62% | 0.93% | $254.9万 | 1.2万股 | $300.6万 | 1.5万股 | -2,309股-15.66% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.58% | 0.62% | $239.7万 | 6,784股 | $202.3万 | 7,051股 | -267股-3.79% | 减仓 |
| V先锋领航指数基金VUG |
| 0.52% | 0.53% | $215.2万 | 2.5万股 | $171.4万 | 3,924股 | +2.1万股+536.70% | 加仓 |
 芝加哥期权交易所CBOE |
| 0.49% | 0.72% | $201.2万 | 8,292股 | $233.1万 | 8,292股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.47% | 0.55% | $193.2万 | 2.7万股 | $177.2万 | 2.7万股 | +4股+0.01% | 加仓 |
 道明尼能源D |
| 0.45% | 0.52% | $185.3万 | 2.7万股 | $168.2万 | 2.7万股 | -82股-0.30% | 减仓 |
 英伟达NVDA |
| 0.45% | 0.52% | $185.0万 | 9,248股 | $167.4万 | 9,596股 | -348股-3.63% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.45% | 0.45% | $184.3万 | 5,264股 | $145.8万 | 5,164股 | +100股+1.94% | 加仓 |
 埃克森美孚XOM |
| 0.43% | 0.61% | $175.7万 | 1.3万股 | $199.4万 | 1.2万股 | +1,100股+9.36% | 加仓 |
 卡特彼勒CAT |
| 0.42% | 0.36% | $173.2万 | 1,626股 | $117.0万 | 1,651股 | -25股-1.51% | 减仓 |
| V先锋领航指数基金VTV |
| 0.42% | 0.48% | $171.3万 | 7,862股 | $154.9万 | 7,896股 | -34股-0.43% | 减仓 |
