 英伟达NVDA |
| 13.41% | 13.59% | $2,825.0万 | 14.1万股 | $2,475.8万 | 14.2万股 | -774股-0.55% | 减仓 |
 谷歌AGOOGL |
| 8.24% | 7.84% | $1,736.0万 | 4.9万股 | $1,428.8万 | 5.0万股 | -1,110股-2.23% | 减仓 |
 AMD超威AMD |
| 6.52% | 2.81% | $1,373.1万 | 2.4万股 | $511.5万 | 2.5万股 | -1,508股-6.00% | 减仓 |
 苹果AAPL |
| 5.13% | 5.19% | $1,081.8万 | 3.7万股 | $945.9万 | 3.7万股 | +117股+0.31% | 加仓 |
| AAARAIR |
| 4.78% | 4.23% | $1,007.2万 | 7.0万股 | $770.9万 | 7.0万股 | +41股+0.06% | 加仓 |
| VVSEVSEC |
| 4.55% | 4.24% | $958.2万 | 4.2万股 | $772.5万 | 4.2万股 | +42股+0.10% | 加仓 |
 微软MSFT |
| 4.32% | 4.84% | $910.7万 | 2.4万股 | $881.6万 | 2.4万股 | +599股+2.52% | 加仓 |
 VisaV |
| 4.24% | 4.45% | $892.4万 | 2.6万股 | $810.1万 | 2.7万股 | -794股-2.96% | 减仓 |
| MMODINE MFGMOD |
| 4.06% | 4.11% | $855.9万 | 3.2万股 | $748.8万 | 3.5万股 | -2,500股-7.24% | 减仓 |
 亚马逊AMZN |
| 3.99% | 4.09% | $840.8万 | 3.5万股 | $744.5万 | 3.6万股 | -467股-1.31% | 减仓 |
 万事达MA |
| 3.93% | 4.42% | $827.1万 | 1.6万股 | $805.5万 | 1.6万股 | -17股-0.11% | 减仓 |
 美国运通AXP |
| 2.99% | 3.1% | $629.1万 | 1.9万股 | $564.6万 | 1.9万股 | -67股-0.36% | 减仓 |
 摩根大通JPM |
| 2.87% | 2.95% | $603.9万 | 1.8万股 | $537.3万 | 1.8万股 | +183股+1.00% | 加仓 |
 礼来LLY |
| 2.42% | 2.14% | $509.2万 | 4,245股 | $390.2万 | 4,242股 | +3股+0.07% | 加仓 |
 台积电TSM |
| 2.19% | 1.67% | $462.2万 | 9,678股 | $304.1万 | 8,997股 | +681股+7.57% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.18% | 2.56% | $458.3万 | 2,700股 | $466.7万 | 2,699股 | +1股+0.04% | 加仓 |
 Phillips 66PSX |
| 1.76% | 2.17% | $370.4万 | 2.2万股 | $395.4万 | 2.2万股 | +207股+0.95% | 加仓 |
 好市多COST |
| 1.72% | 2.09% | $362.7万 | 3,877股 | $380.3万 | 3,817股 | +60股+1.57% | 加仓 |
 埃克森美孚XOM |
| 1.64% | 2.35% | $345.7万 | 2.5万股 | $429.0万 | 2.5万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 1.37% | 1.11% | $288.8万 | 9,174股 | $201.6万 | 6,136股 | +3,038股+49.51% | 加仓 |
 直觉外科ISRG |
| 1.33% | 1.78% | $280.6万 | 7,055股 | $325.0万 | 7,051股 | +4股+0.06% | 加仓 |
| IiShares安硕信托SGOV |
| 1.25% | 1.39% | $264.3万 | 2.6万股 | $253.1万 | 2.5万股 | +1,103股+4.39% | 加仓 |
 霍尼韦尔HON |
| 1.17% | 2.71% | $245.9万 | 1.1万股 | $494.0万 | 2.2万股 | -1.1万股-49.76% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.15% | — | $242.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.09% | 0.89% | $229.2万 | 2.5万股 | $162.4万 | 2.5万股 | 00.00% | 持仓不变 |
 KINDER MORGAN DEL COMKMI |
| 0.99% | 1.2% | $208.4万 | 6.5万股 | $218.6万 | 6.5万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.98% | 0.92% | $205.6万 | 5,820股 | $167.0万 | 5,820股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.89% | 0.94% | $186.5万 | 1.3万股 | $170.7万 | 1.3万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.88% | 0.96% | $186.5万 | 1.5万股 | $174.5万 | 1.5万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHA |
| 0.78% | 0.71% | $164.8万 | 4.6万股 | $129.7万 | 4.5万股 | +1,000股+2.24% | 加仓 |
| TTOAST CL ATOST |
| 0.77% | 0.79% | $161.9万 | 5.8万股 | $143.7万 | 5.4万股 | +4,000股+7.38% | 加仓 |
 百事可乐PEP |
| 0.71% | 0.94% | $148.9万 | 1.1万股 | $170.8万 | 1.1万股 | 00.00% | 持仓不变 |
| S嘉信策略信托SCHM |
| 0.66% | 0.64% | $138.3万 | 3.8万股 | $116.1万 | 3.8万股 | 00.00% | 持仓不变 |
 PARK AEROSPACE CORP COMPKE |
| 0.62% | 0.52% | $130.9万 | 3.4万股 | $93.9万 | 3.4万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.6% | 0.52% | $127.2万 | 1,083股 | $94.5万 | 1,083股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.59% | 0.51% | $124.6万 | 1,730股 | $93.1万 | 1,695股 | +35股+2.06% | 加仓 |
 新思科技SNPS |
| 0.44% | 0.46% | $93.5万 | 2,097股 | $83.0万 | 2,094股 | +3股+0.14% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 0.44% | 0.37% | $91.9万 | 2,449股 | $67.9万 | 2,443股 | +6股+0.25% | 加仓 |
 NubankNU |
| 0.43% | 0.54% | $90.8万 | 6.8万股 | $97.6万 | 6.8万股 | 00.00% | 持仓不变 |
 Arm控股ARM |
| 0.41% | — | $85.5万 | 2,412股 | $0 | 0股 | +2,412股 | 新买入 |
| IiShares黄金信托IAU |
| 0.4% | 0.54% | $84.1万 | 1.1万股 | $98.2万 | 1.1万股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.35% | 0.38% | $72.9万 | 2,850股 | $69.6万 | 2,850股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.26% | 0.23% | $54.1万 | 734股 | $41.8万 | 725股 | +9股+1.24% | 加仓 |
 强生JNJ |
| 0.17% | 0.17% | $35.8万 | 1,411股 | $30.8万 | 1,258股 | +153股+12.16% | 加仓 |
 嘉信理财SCHW |
| 0.15% | 0.18% | $32.3万 | 3,500股 | $32.9万 | 3,500股 | 00.00% | 持仓不变 |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 0.11% | 0.12% | $23.4万 | 3,150股 | $21.1万 | 2,850股 | +300股+10.53% | 加仓 |
 沃尔玛WMT |
| 0.1% | 0.13% | $21.2万 | 1,869股 | $23.2万 | 1,869股 | 00.00% | 持仓不变 |
