 苹果AAPL |
| 6.8% | 6.74% | $3,435.2万 | 11.9万股 | $3,024.4万 | 11.9万股 | -450股-0.38% | 减仓 |
 飞塔FTNT |
| 5.72% | 3.66% | $2,887.9万 | 18.8万股 | $1,645.2万 | 20.1万股 | -1.3万股-6.62% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.5% | 4.78% | $2,272.7万 | 4.5万股 | $2,144.6万 | 4.5万股 | +665股+1.49% | 加仓 |
 摩根大通JPM |
| 3.36% | 3.4% | $1,695.6万 | 5.2万股 | $1,524.6万 | 5.2万股 | -29股-0.06% | 减仓 |
 微软MSFT |
| 3.03% | 3.36% | $1,528.3万 | 4.1万股 | $1,509.6万 | 4.1万股 | +190股+0.47% | 加仓 |
 强生JNJ |
| 2.95% | 3.22% | $1,489.8万 | 5.9万股 | $1,446.8万 | 5.9万股 | -530股-0.90% | 减仓 |
 伊顿ETN |
| 2.95% | 2.85% | $1,487.2万 | 3.5万股 | $1,280.1万 | 3.6万股 | -889股-2.48% | 减仓 |
| TTETRA TECH NEWTTEK |
| 2.52% | 3.03% | $1,273.1万 | 44.1万股 | $1,359.8万 | 45.1万股 | -1.1万股-2.39% | 减仓 |
 泛林集团LRCX |
| 2.36% | 1.31% | $1,193.4万 | 2.8万股 | $588.4万 | 2.8万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.21% | 2.06% | $1,114.2万 | 3.2万股 | $923.2万 | 3.2万股 | -647股-2.01% | 减仓 |
 亚马逊AMZN |
| 2.07% | 1.99% | $1,044.0万 | 4.4万股 | $893.1万 | 4.3万股 | +920股+2.15% | 加仓 |
 黑石集团BX |
| 1.65% | 1.73% | $832.0万 | 7.1万股 | $778.8万 | 6.8万股 | +2,977股+4.40% | 加仓 |
 CARETRUST REITCTRE |
| 1.52% | 1.59% | $768.7万 | 19.1万股 | $714.7万 | 19.5万股 | -4,500股-2.31% | 减仓 |
 ARES CAPITALARCC |
| 1.46% | 1.55% | $736.4万 | 39.7万股 | $697.4万 | 38.7万股 | +1.0万股+2.69% | 加仓 |
 ROYAL BK CDA COMRY |
| 1.45% | 1.28% | $732.5万 | 3.5万股 | $572.5万 | 3.5万股 | +8股+0.02% | 加仓 |
 Arista网络ANET |
| 1.39% | 1.16% | $702.5万 | 4.1万股 | $522.4万 | 4.3万股 | -1,200股-2.82% | 减仓 |
| CCALUMETCLMT |
| 1.33% | 1.51% | $670.0万 | 18.6万股 | $675.8万 | 18.8万股 | -2,215股-1.18% | 减仓 |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 1.31% | 1.19% | $663.0万 | 8.4万股 | $536.2万 | 7.8万股 | +6,015股+7.75% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.21% | 1.33% | $612.6万 | 2.4万股 | $595.7万 | 2.4万股 | -585股-2.43% | 减仓 |
| TTECNOGLASS INC ORD SHSTGLS |
| 1.2% | 1.04% | $603.5万 | 12.9万股 | $468.1万 | 10.5万股 | +2.4万股+22.70% | 加仓 |
 杜克能源DUK |
| 1.09% | 1.27% | $548.1万 | 4.3万股 | $568.8万 | 4.3万股 | -140股-0.32% | 减仓 |
| SSTONECOSTNE |
| 1.07% | 1.09% | $538.6万 | 49.7万股 | $487.5万 | 34.5万股 | +15.2万股+43.93% | 加仓 |
 康宁GLW |
| 1.06% | 0.64% | $537.7万 | 2.1万股 | $285.5万 | 2.1万股 | +50股+0.24% | 加仓 |
 JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHSJMIA |
| 1.04% | 0.47% | $525.2万 | 74.5万股 | $213.0万 | 30.9万股 | +43.6万股+141.33% | 加仓 |
 英伟达NVDA |
| 0.98% | 0.97% | $497.0万 | 2.5万股 | $436.0万 | 2.5万股 | -160股-0.64% | 减仓 |
 雷神技术RTX |
| 0.97% | 1.11% | $488.0万 | 2.6万股 | $498.1万 | 2.6万股 | -100股-0.39% | 减仓 |
 埃克森美孚XOM |
| 0.95% | 1.35% | $478.2万 | 3.5万股 | $606.0万 | 3.6万股 | -738股-2.07% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.92% | 0.95% | $466.8万 | 2.6万股 | $426.6万 | 2.6万股 | 00.00% | 持仓不变 |
| SSAMSARA INC CLASS AIOT |
| 0.87% | 0.45% | $438.9万 | 13.5万股 | $201.4万 | 6.4万股 | +7.2万股+112.98% | 加仓 |
 艺康ECL |
| 0.87% | 0.93% | $438.7万 | 1.6万股 | $418.9万 | 1.6万股 | 00.00% | 持仓不变 |
 ONDASONDS |
| 0.84% | — | $425.3万 | 51.6万股 | $0 | 0股 | +51.6万股 | 新买入 |
 百事可乐PEP |
| 0.83% | 1.09% | $420.7万 | 3.1万股 | $490.3万 | 3.2万股 | -500股-1.58% | 减仓 |
 好市多COST |
| 0.78% | 1% | $395.2万 | 4,225股 | $450.9万 | 4,525股 | -300股-6.63% | 减仓 |
 斯伦贝谢SLB |
| 0.75% | 0.93% | $376.6万 | 8.1万股 | $419.3万 | 8.2万股 | -594股-0.73% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.74% | 0.8% | $374.4万 | 5股 | $359.1万 | 5股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.71% | 0.64% | $359.6万 | 9,053股 | $288.0万 | 9,053股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.71% | 0.54% | $356.1万 | 3.0万股 | $241.4万 | 3.1万股 | -800股-2.57% | 减仓 |
 谷歌AGOOGL |
| 0.7% | 0.64% | $353.3万 | 9,885股 | $287.1万 | 9,985股 | -100股-1.00% | 减仓 |
 联合健康UNH |
| 0.69% | 0.61% | $349.4万 | 8,406股 | $274.7万 | 1.0万股 | -1,746股-17.20% | 减仓 |
 VENTAS COMVTR |
| 0.67% | 0.7% | $337.9万 | 3.8万股 | $315.3万 | 3.9万股 | -500股-1.30% | 减仓 |
 高盛GS |
| 0.66% | 0.62% | $333.4万 | 3,297股 | $279.6万 | 3,305股 | -8股-0.24% | 减仓 |
 DANAHER DEL COMDHR |
| 0.64% | 0.74% | $325.7万 | 1.7万股 | $332.4万 | 1.8万股 | -436股-2.49% | 减仓 |
| T赛默飞世尔TMO |
| 0.64% | 0.71% | $324.7万 | 6,477股 | $318.4万 | 6,477股 | 00.00% | 持仓不变 |
 帕兰提尔PLTR |
| 0.63% | 0.9% | $320.0万 | 2.7万股 | $405.6万 | 2.8万股 | -300股-1.08% | 减仓 |
| CCARLYLE COMCG |
| 0.62% | 0.8% | $312.2万 | 7.4万股 | $358.7万 | 7.4万股 | 00.00% | 持仓不变 |
 HALLIBURTON COMHAL |
| 0.6% | 0.79% | $305.2万 | 9.0万股 | $355.4万 | 9.1万股 | -1,250股-1.37% | 减仓 |
| BBANK OF AMERBAC |
| 0.6% | 0.59% | $302.8万 | 5.3万股 | $264.0万 | 5.4万股 | -998股-1.84% | 减仓 |
 史赛克SYK |
| 0.59% | 0.69% | $296.6万 | 9,420股 | $309.5万 | 9,420股 | 00.00% | 持仓不变 |
 GXO LOGISTICS INCORPORATEDGXO |
| 0.57% | 0.62% | $287.8万 | 5.7万股 | $280.4万 | 5.4万股 | +2,700股+4.99% | 加仓 |
 帕卡PCAR |
| 0.56% | 0.62% | $285.1万 | 2.4万股 | $277.6万 | 2.4万股 | -300股-1.25% | 减仓 |
