 苹果AAPL |
| 13.35% | 12.67% | $1,531.3万 | 5.3万股 | $1,354.6万 | 5.3万股 | -454股-0.85% | 减仓 |
 艾伯维ABBV |
| 7.46% | 6.94% | $855.7万 | 3.4万股 | $741.9万 | 3.4万股 | -110股-0.32% | 减仓 |
 万事达MA |
| 7% | 7.36% | $803.1万 | 1.6万股 | $786.9万 | 1.6万股 | -112股-0.71% | 减仓 |
 英伟达NVDA |
| 5.67% | 5.38% | $650.4万 | 3.3万股 | $575.4万 | 3.3万股 | -489股-1.48% | 减仓 |
 谷歌AGOOGL |
| 5.6% | 4.97% | $642.7万 | 1.8万股 | $531.3万 | 1.8万股 | -492股-2.66% | 减仓 |
 亚马逊AMZN |
| 5.39% | 5.05% | $618.1万 | 2.6万股 | $539.9万 | 2.6万股 | +13股+0.05% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 4.77% | 4.72% | $547.4万 | 2.5万股 | $504.7万 | 2.6万股 | -559股-2.16% | 减仓 |
 家得宝HD |
| 4.73% | 4.62% | $542.3万 | 1.5万股 | $493.4万 | 1.5万股 | +375股+2.50% | 加仓 |
| V先锋领航全球基金VGT |
| 3.94% | 3.14% | $452.3万 | 3.8万股 | $335.3万 | 4,806股 | +3.3万股+687.43% | 加仓 |
 麦当劳MCD |
| 3.66% | 4.54% | $420.2万 | 1.6万股 | $485.0万 | 1.6万股 | -60股-0.38% | 减仓 |
| RRLIRLI |
| 3.61% | 4.95% | $414.0万 | 7.0万股 | $529.3万 | 9.3万股 | -2.3万股-24.47% | 减仓 |
 微软MSFT |
| 3.18% | 3.19% | $364.8万 | 9,780股 | $341.1万 | 9,214股 | +566股+6.14% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 2.8% | 2.74% | $321.2万 | 1.0万股 | $293.0万 | 1.0万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 2.79% | 2.86% | $320.0万 | 3.5万股 | $305.7万 | 3.3万股 | +1,640股+4.95% | 加仓 |
 好市多COST |
| 2.51% | 2.75% | $287.7万 | 3,075股 | $294.4万 | 2,955股 | +120股+4.06% | 加仓 |
 雷神技术RTX |
| 2.37% | 2.59% | $272.3万 | 1.4万股 | $276.9万 | 1.4万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 2.15% | 2.22% | $246.4万 | 9,700股 | $237.1万 | 9,700股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 2.02% | 2.08% | $231.2万 | 1.3万股 | $222.3万 | 528股 | +1.2万股+2,356.44% | 加仓 |
 WESCO INTLWCC |
| 1.99% | 1.73% | $228.8万 | 6,625股 | $185.5万 | 6,778股 | -153股-2.26% | 减仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 1.96% | 2.09% | $224.4万 | 2.8万股 | $223.8万 | 2.8万股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 1.93% | 2.46% | $221.5万 | 5.2万股 | $262.6万 | 5.2万股 | 00.00% | 持仓不变 |
 PHILIP MORRIS INTLPM |
| 1.62% | 1.66% | $185.6万 | 1.0万股 | $177.9万 | 1.1万股 | -500股-4.65% | 减仓 |
 Meta平台META |
| 1.61% | 1.61% | $184.4万 | 3,273股 | $172.0万 | 3,007股 | +266股+8.85% | 加仓 |
 宝洁PG |
| 1.53% | 1.62% | $176.0万 | 1.2万股 | $173.3万 | 1.2万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLU |
| 1.12% | 1.22% | $128.9万 | 2.8万股 | $130.5万 | 2.8万股 | 00.00% | 持仓不变 |
| S嘉信·USSCHX |
| 1.11% | 1.04% | $127.0万 | 4.3万股 | $111.4万 | 4.3万股 | -290股-0.67% | 减仓 |
 宣伟SHW |
| 0.97% | 0.87% | $111.1万 | 3,226股 | $93.2万 | 2,909股 | +317股+10.90% | 加仓 |
| MMIDDLEBYMIDD |
| 0.7% | 0.67% | $80.7万 | 4,689股 | $71.2万 | 5,367股 | -678股-12.63% | 减仓 |
 VisaV |
| 0.51% | 0.48% | $58.5万 | 1,704股 | $51.5万 | 1,704股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.5% | 0.34% | $57.6万 | 1,206股 | $35.8万 | 1,060股 | +146股+13.77% | 加仓 |
 默沙东MRK |
| 0.41% | 0.43% | $46.8万 | 3,644股 | $45.5万 | 3,784股 | -140股-3.70% | 减仓 |
 马丁玛丽埃塔MLM |
| 0.25% | 0.27% | $28.5万 | 494股 | $29.1万 | 494股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.22% | — | $25.6万 | 685股 | $0 | 0股 | +685股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.2% | — | $23.3万 | 465股 | $0 | 0股 | +465股 | 新买入 |
| V先锋领航债券指数基金BIV |
| 0.19% | 0.23% | $21.7万 | 2,834股 | $24.1万 | 3,124股 | -290股-9.28% | 减仓 |
 GE VernovaGEV |
| 0.18% | — | $20.1万 | 171股 | $0 | 0股 | +171股 | 新买入 |
