 谷歌AGOOGL |
| 6.6% | 4.63% | $1,573.8万 | 4.4万股 | $1,276.1万 | 4.4万股 | -339股-0.76% | 减仓 |
 英伟达NVDA |
| 6.49% | 4.77% | $1,547.0万 | 7.7万股 | $1,312.8万 | 7.5万股 | +2,042股+2.71% | 加仓 |
 苹果AAPL |
| 5.01% | 3.75% | $1,194.8万 | 4.1万股 | $1,032.4万 | 4.1万股 | +612股+1.50% | 加仓 |
 亚马逊AMZN |
| 4.5% | 3.2% | $1,073.8万 | 4.5万股 | $882.0万 | 4.2万股 | +2,705股+6.39% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.41% | 3.36% | $1,052.6万 | 2.1万股 | $926.0万 | 1.9万股 | +1,711股+8.85% | 加仓 |
 微软MSFT |
| 4.32% | 3.04% | $1,029.3万 | 2.8万股 | $838.1万 | 2.3万股 | +4,955股+21.89% | 加仓 |
 联合健康UNH |
| 4.08% | 2.12% | $974.4万 | 2.3万股 | $583.6万 | 2.2万股 | +1,875股+8.69% | 加仓 |
 思科CSCO |
| 3.45% | 1.95% | $823.0万 | 7.0万股 | $538.2万 | 6.9万股 | +697股+1.00% | 加仓 |
 英特尔INTC |
| 3.18% | 1.27% | $759.3万 | 5.4万股 | $348.8万 | 7.9万股 | -2.5万股-31.19% | 减仓 |
 强生JNJ |
| 2.99% | 2.28% | $712.9万 | 2.8万股 | $628.6万 | 2.6万股 | +2,351股+9.14% | 加仓 |
 洛克希德马丁LMT |
| 2.96% | 2.64% | $707.1万 | 1.4万股 | $726.7万 | 1.2万股 | +1,856股+15.44% | 加仓 |
 3M COMMMM |
| 2.49% | 1.73% | $594.2万 | 3.7万股 | $477.2万 | 3.3万股 | +3,836股+11.67% | 加仓 |
 卡特彼勒CAT |
| 2.4% | 1.39% | $573.4万 | 5,385股 | $383.9万 | 5,419股 | -34股-0.63% | 减仓 |
 波音BA |
| 2.31% | 1.73% | $551.0万 | 2.5万股 | $477.5万 | 2.4万股 | +1,461股+6.09% | 加仓 |
 VisaV |
| 2.3% | 1.46% | $549.6万 | 1.6万股 | $401.4万 | 1.3万股 | +2,738股+20.62% | 加仓 |
 Meta平台META |
| 2.26% | 1.44% | $540.1万 | 9,589股 | $397.2万 | 6,942股 | +2,647股+38.13% | 加仓 |
 家得宝HD |
| 2.23% | 1.51% | $531.0万 | 1.5万股 | $415.0万 | 1.3万股 | +2,437股+19.31% | 加仓 |
 沃尔玛WMT |
| 2.22% | 2.01% | $530.3万 | 4.7万股 | $552.4万 | 4.4万股 | +2,370股+5.33% | 加仓 |
| BBANK OF AMERBAC |
| 2.18% | 1.58% | $520.0万 | 9.1万股 | $435.9万 | 8.9万股 | +1,853股+2.07% | 加仓 |
 阿斯麦ASML |
| 2.07% | 1.09% | $493.8万 | 2,482股 | $300.0万 | 2,271股 | +211股+9.29% | 加仓 |
 德州仪器TXN |
| 1.94% | 1.13% | $462.2万 | 1.6万股 | $311.3万 | 1.6万股 | -530股-3.30% | 减仓 |
 CHUBB LIMITEDCB |
| 1.89% | 1.48% | $451.2万 | 1.3万股 | $406.3万 | 1.2万股 | +775股+6.22% | 加仓 |
 嘉信理财SCHW |
| 1.86% | 1.54% | $443.5万 | 4.8万股 | $425.4万 | 4.5万股 | +2,807股+6.20% | 加仓 |
 摩根大通JPM |
| 1.86% | 1.32% | $443.0万 | 1.4万股 | $364.4万 | 1.2万股 | +1,145股+9.24% | 加仓 |
 默沙东MRK |
| 1.45% | 1.08% | $346.4万 | 2.7万股 | $297.3万 | 2.5万股 | +2,244股+9.08% | 加仓 |
 再生元REGN |
| 1.25% | 1.34% | $297.2万 | 4,766股 | $368.2万 | 4,766股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.24% | 0.73% | $294.9万 | 7,890股 | $200.1万 | 7,051股 | +839股+11.90% | 加仓 |
 迪士尼DIS |
| 1.22% | 0.97% | $292.0万 | 3.0万股 | $267.8万 | 2.8万股 | +2,560股+9.21% | 加仓 |
 艾伯维ABBV |
| 1.16% | 0.74% | $277.7万 | 1.1万股 | $204.7万 | 9,414股 | +1,624股+17.25% | 加仓 |
 台积电TSM |
| 1.07% | 0.61% | $255.2万 | 5,344股 | $168.8万 | 4,996股 | +348股+6.97% | 加仓 |
| N新纪元能源NEE |
| 1.05% | 0.86% | $251.4万 | 2.9万股 | $235.7万 | 2.5万股 | +3,270股+12.89% | 加仓 |
 杜克能源DUK |
| 1.05% | 0.74% | $249.9万 | 2.0万股 | $203.2万 | 1.6万股 | +4,226股+27.23% | 加仓 |
 TARGET COMTGT |
| 0.99% | 0.73% | $236.4万 | 1.8万股 | $201.8万 | 1.7万股 | +1,449股+8.70% | 加仓 |
 高盛GS |
| 0.89% | 0.68% | $212.2万 | 2,098股 | $186.9万 | 2,209股 | -111股-5.02% | 减仓 |
 AMD超威AMD |
| 0.86% | 0.24% | $205.2万 | 3,532股 | $67.4万 | 3,311股 | +221股+6.67% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.81% | 0.59% | $192.4万 | 5,447股 | $161.3万 | 5,625股 | -178股-3.16% | 减仓 |
 壳牌SHEL |
| 0.72% | 0.7% | $172.0万 | 2.2万股 | $192.2万 | 2.1万股 | +1,515股+7.33% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 0.68% | 0.33% | $161.9万 | 6,361股 | $91.5万 | 6,067股 | +294股+4.85% | 加仓 |
 GE VernovaGEV |
| 0.63% | 0.33% | $151.0万 | 1,285股 | $90.8万 | 1,040股 | +245股+23.56% | 加仓 |
 礼来LLY |
| 0.63% | 0.44% | $150.3万 | 1,253股 | $121.6万 | 1,322股 | -69股-5.22% | 减仓 |
 L3哈里斯LHX |
| 0.61% | 0.42% | $145.2万 | 4,997股 | $117.0万 | 3,389股 | +1,608股+47.45% | 加仓 |
 美国运通AXP |
| 0.59% | 0.48% | $140.3万 | 4,147股 | $131.9万 | 4,359股 | -212股-4.86% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.53% | 0.61% | $125.7万 | 2,469股 | $167.1万 | 2,449股 | +20股+0.82% | 加仓 |
 雷神技术RTX |
| 0.49% | 0.44% | $117.3万 | 6,185股 | $121.4万 | 6,295股 | -110股-1.75% | 减仓 |
 博通AVGO |
| 0.47% | 0.33% | $111.8万 | 2,960股 | $92.1万 | 2,974股 | -14股-0.47% | 减仓 |
 好市多COST |
| 0.36% | 0.33% | $85.6万 | 915股 | $92.2万 | 925股 | -10股-1.08% | 减仓 |
 特斯拉TSLA |
| 0.36% | 0.28% | $85.1万 | 2,023股 | $76.3万 | 2,053股 | -30股-1.46% | 减仓 |
 万事达MA |
| 0.34% | 0.28% | $80.8万 | 1,573股 | $77.9万 | 1,559股 | +14股+0.90% | 加仓 |
 帕兰提尔PLTR |
| 0.34% | 0.33% | $80.6万 | 6,910股 | $90.3万 | 6,174股 | +736股+11.92% | 加仓 |
 MCKESSON COMMCK |
| 0.33% | 0.33% | $78.6万 | 1,040股 | $92.1万 | 1,064股 | -24股-2.26% | 减仓 |
