| SSPDR标普500 ETFSPY |
| 13.92% | 11.7% | $2,949.9万 | 4.0万股 | $2,261.1万 | 3.5万股 | +4,734股+13.62% | 加仓 |
 谷歌AGOOGL |
| 11.16% | 10.29% | $2,366.8万 | 6.6万股 | $1,989.4万 | 6.9万股 | -2,953股-4.27% | 减仓 |
 微软MSFT |
| 7.58% | 8.41% | $1,607.4万 | 4.3万股 | $1,625.8万 | 4.4万股 | -828股-1.89% | 减仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 5.52% | 7.63% | $1,169.8万 | 15.0万股 | $1,475.0万 | 15.8万股 | -7,367股-4.67% | 减仓 |
 VisaV |
| 5.39% | 5.4% | $1,142.9万 | 3.3万股 | $1,043.9万 | 3.5万股 | -1,229股-3.56% | 减仓 |
 亚马逊AMZN |
| 5.35% | 5.25% | $1,133.1万 | 4.8万股 | $1,014.8万 | 4.9万股 | -1,184股-2.43% | 减仓 |
 苹果AAPL |
| 5.02% | 4.99% | $1,064.4万 | 3.7万股 | $963.6万 | 3.8万股 | -1,187股-3.13% | 减仓 |
 联合健康UNH |
| 4.45% | 3.39% | $942.8万 | 2.3万股 | $655.1万 | 2.4万股 | -1,527股-6.31% | 减仓 |
 美敦力MDT |
| 3.72% | 4.33% | $788.1万 | 10.1万股 | $837.7万 | 9.7万股 | +4,057股+4.20% | 加仓 |
 ANALOG DEVICES COMADI |
| 3.2% | 2.85% | $678.2万 | 1.7万股 | $551.0万 | 1.7万股 | -241股-1.39% | 减仓 |
 标普全球SPGI |
| 2.92% | 3.43% | $618.3万 | 1.5万股 | $662.1万 | 1.6万股 | -386股-2.48% | 减仓 |
 新思科技SNPS |
| 2.9% | 2.87% | $615.0万 | 1.4万股 | $555.4万 | 1.4万股 | -220股-1.57% | 减仓 |
 埃森哲ACN |
| 2.68% | 4.46% | $568.7万 | 4.6万股 | $861.2万 | 4.3万股 | +2,270股+5.23% | 加仓 |
 英伟达NVDA |
| 2.58% | 2.42% | $547.4万 | 2.7万股 | $467.1万 | 2.7万股 | +577股+2.15% | 加仓 |
 思科CSCO |
| 2.58% | 1.85% | $546.2万 | 4.6万股 | $357.2万 | 4.6万股 | +455股+0.99% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 2.26% | 2.64% | $479.3万 | 3.2万股 | $510.8万 | 3.2万股 | -819股-2.52% | 减仓 |
 加拿大国家铁路CNI |
| 1.71% | 1.7% | $362.5万 | 3.0万股 | $328.1万 | 3.2万股 | -1,512股-4.74% | 减仓 |
 博通AVGO |
| 1.6% | 0.48% | $339.3万 | 8,983股 | $92.0万 | 2,971股 | +6,012股+202.36% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.27% | $302.9万 | 8,573股 | $245.9万 | 8,573股 | 00.00% | 持仓不变 |
| CCBRE CL ACBRE |
| 1.42% | 1.6% | $301.7万 | 2.1万股 | $310.2万 | 2.1万股 | +128股+0.60% | 加仓 |
 迪士尼DIS |
| 1.36% | 1.45% | $288.5万 | 3.0万股 | $281.1万 | 2.9万股 | +807股+2.77% | 加仓 |
 ICON PUB LTD COICLR |
| 1.09% | 0.76% | $230.7万 | 1.3万股 | $145.9万 | 1.3万股 | +93股+0.71% | 加仓 |
 宝洁PG |
| 0.65% | 0.71% | $137.1万 | 9,347股 | $136.3万 | 9,439股 | -92股-0.97% | 减仓 |
| I景顺·BUYBACK ACHIEVERS ETFPKW |
| 0.62% | 0.63% | $130.7万 | 9,227股 | $121.1万 | 9,227股 | 00.00% | 持仓不变 |
| B纽约梅隆银行BK |
| 0.6% | 0.54% | $127.5万 | 8,817股 | $104.6万 | 8,817股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.59% | 0.62% | $125.9万 | 2,517股 | $120.6万 | 2,517股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.56% | 0.43% | $118.2万 | 2,099股 | $83.0万 | 1,450股 | +649股+44.76% | 加仓 |
 DANAHER DEL COMDHR |
| 0.54% | 0.59% | $114.6万 | 6,016股 | $114.1万 | 6,016股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 0.53% | 0.54% | $112.9万 | 5,968股 | $103.5万 | 5,328股 | +640股+12.01% | 加仓 |
 台积电TSM |
| 0.51% | 0.24% | $108.6万 | 2,275股 | $46.5万 | 1,377股 | +898股+65.21% | 加仓 |
 摩根大通JPM |
| 0.4% | 0.39% | $84.9万 | 2,594股 | $76.1万 | 2,588股 | +6股+0.23% | 加仓 |
 耐克NKE |
| 0.35% | 0.57% | $75.2万 | 1.8万股 | $110.5万 | 2.1万股 | -2,600股-12.43% | 减仓 |
 贝莱德·INC COMBLK |
| 0.29% | 0.3% | $61.5万 | 640股 | $57.4万 | 597股 | +43股+7.20% | 加仓 |
 礼来LLY |
| 0.29% | 0.26% | $60.9万 | 508股 | $49.5万 | 538股 | -30股-5.58% | 减仓 |
 PALO ALTOPANW |
| 0.27% | 0.2% | $58.0万 | 1,702股 | $37.9万 | 2,363股 | -661股-27.97% | 减仓 |
 林德LIN |
| 0.26% | 0.37% | $55.9万 | 1,076股 | $71.2万 | 1,436股 | -360股-25.07% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.23% | 0.38% | $49.5万 | 1.2万股 | $72.8万 | 1.2万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.19% | 0.2% | $41.2万 | 821股 | $37.8万 | 770股 | +51股+6.62% | 加仓 |
 FRANCO NEVFNV |
| 0.18% | 0.27% | $38.6万 | 1,850股 | $52.0万 | 2,100股 | -250股-11.90% | 减仓 |
 强生JNJ |
| 0.17% | 0.22% | $37.0万 | 1,457股 | $42.1万 | 1,723股 | -266股-15.44% | 减仓 |
 优步UBER |
| 0.17% | 0.18% | $36.6万 | 5,077股 | $35.2万 | 4,887股 | +190股+3.89% | 加仓 |
 麦当劳MCD |
| 0.16% | 0.27% | $34.7万 | 1,284股 | $52.1万 | 1,677股 | -393股-23.43% | 减仓 |
 安桥ENB |
| 0.15% | 0.17% | $32.5万 | 6,000股 | $32.5万 | 6,000股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.15% | 0.18% | $31.3万 | 2,436股 | $35.4万 | 2,942股 | -506股-17.20% | 减仓 |
 百事可乐PEP |
| 0.14% | 0.21% | $30.6万 | 2,263股 | $40.1万 | 2,583股 | -320股-12.39% | 减仓 |
 可口可乐KO |
| 0.13% | 0.12% | $27.9万 | 3,432股 | $23.5万 | 3,088股 | +344股+11.14% | 加仓 |
 联合太平洋铁路UNP |
| 0.13% | 0.13% | $27.3万 | 1,004股 | $24.4万 | 1,004股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.12% | 0.14% | $26.3万 | 281股 | $28.0万 | 281股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.12% | 0.15% | $25.5万 | 1.0万股 | $29.8万 | 1.0万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 0.11% | 0.09% | $23.4万 | 1,376股 | $16.9万 | 1,376股 | 00.00% | 持仓不变 |
