 苹果AAPL |
| 5.39% | 5.33% | $1.95亿 | 67.3万股 | $1.75亿 | 69.2万股 | -1.8万股-2.64% | 减仓 |
 PALO ALTOPANW |
| 5.19% | 2.76% | $1.87亿 | 55.0万股 | $9,084.7万 | 56.7万股 | -1.7万股-2.98% | 减仓 |
 博通AVGO |
| 5.05% | 4.78% | $1.82亿 | 48.3万股 | $1.58亿 | 50.9万股 | -2.6万股-5.16% | 减仓 |
 谷歌AGOOGL |
| 3.7% | 3.39% | $1.34亿 | 37.5万股 | $1.12亿 | 38.9万股 | -1.4万股-3.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.42% | 3.17% | $1.24亿 | 35.0万股 | $1.05亿 | 36.5万股 | -1.5万股-3.99% | 减仓 |
 卡特彼勒CAT |
| 3.08% | 2.5% | $1.11亿 | 10.4万股 | $8,246.2万 | 11.6万股 | -1.2万股-10.30% | 减仓 |
 微软MSFT |
| 3.02% | 3.31% | $1.09亿 | 29.2万股 | $1.09亿 | 29.4万股 | -1,972股-0.67% | 减仓 |
 英伟达NVDA |
| 2.68% | 2.59% | $9,686.0万 | 48.4万股 | $8,533.4万 | 48.9万股 | -5,219股-1.07% | 减仓 |
 万豪MAR |
| 2.24% | 2.21% | $8,104.2万 | 21.9万股 | $7,265.4万 | 22.2万股 | -3,452股-1.55% | 减仓 |
 亚马逊AMZN |
| 2.18% | 2.12% | $7,860.1万 | 33.0万股 | $6,978.0万 | 33.5万股 | -5,258股-1.57% | 减仓 |
 思科CSCO |
| 2.02% | 1.5% | $7,302.6万 | 62.2万股 | $4,949.6万 | 63.8万股 | -1.6万股-2.54% | 减仓 |
 万事达MA |
| 1.84% | 1.96% | $6,647.3万 | 12.9万股 | $6,450.2万 | 12.9万股 | +334股+0.26% | 加仓 |
 摩根大通JPM |
| 1.68% | 1.7% | $6,087.3万 | 18.6万股 | $5,603.5万 | 19.0万股 | -4,523股-2.37% | 减仓 |
 英特尔INTC |
| 1.63% | 0.64% | $5,898.0万 | 42.2万股 | $2,101.8万 | 47.6万股 | -5.4万股-11.31% | 减仓 |
 高盛GS |
| 1.49% | 1.43% | $5,382.6万 | 5.3万股 | $4,701.9万 | 5.6万股 | -2,358股-4.24% | 减仓 |
 沃尔玛WMT |
| 1.48% | 1.8% | $5,351.7万 | 47.3万股 | $5,937.8万 | 47.8万股 | -5,263股-1.10% | 减仓 |
 美国运通AXP |
| 1.42% | 1.42% | $5,146.2万 | 15.2万股 | $4,681.0万 | 15.5万股 | -2,613股-1.69% | 减仓 |
 家得宝HD |
| 1.41% | 1.41% | $5,078.1万 | 14.4万股 | $4,645.4万 | 14.1万股 | +2,741股+1.94% | 加仓 |
 雷神技术RTX |
| 1.22% | 1.39% | $4,412.7万 | 23.3万股 | $4,581.2万 | 23.7万股 | -4,912股-2.07% | 减仓 |
 摩根士丹利MS |
| 1.22% | 1.12% | $4,394.0万 | 21.0万股 | $3,683.0万 | 22.4万股 | -1.4万股-6.08% | 减仓 |
 强生JNJ |
| 1.13% | 1.24% | $4,081.5万 | 16.1万股 | $4,084.2万 | 16.7万股 | -6,373股-3.81% | 减仓 |
 默沙东MRK |
| 1.13% | 1.21% | $4,068.2万 | 31.7万股 | $3,999.2万 | 33.2万股 | -1.6万股-4.77% | 减仓 |
| V先锋领航指数基金VB |
| 1.12% | 1.14% | $4,063.6万 | 13.4万股 | $3,744.7万 | 14.3万股 | -8,914股-6.23% | 减仓 |
 迪士尼DIS |
| 1.1% | 1.22% | $3,982.1万 | 41.4万股 | $4,023.5万 | 41.7万股 | -3,739股-0.90% | 减仓 |
| BBANK OF AMERBAC |
| 1.09% | 1.07% | $3,952.9万 | 69.4万股 | $3,520.5万 | 72.2万股 | -2.8万股-3.93% | 减仓 |
 贝莱德·INC COMBLK |
| 1.07% | 1.17% | $3,856.0万 | 4.0万股 | $3,857.5万 | 4.0万股 | -9股-0.02% | 减仓 |
| C花旗集团C |
| 1.05% | 1.01% | $3,811.5万 | 27.2万股 | $3,314.0万 | 29.2万股 | -2.0万股-6.81% | 减仓 |
 马丁玛丽埃塔MLM |
| 1.01% | 1.11% | $3,643.6万 | 6.3万股 | $3,663.9万 | 6.2万股 | +941股+1.51% | 加仓 |
 联合健康UNH |
| 0.92% | 0.66% | $3,325.1万 | 8.0万股 | $2,175.7万 | 8.0万股 | -402股-0.50% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.89% | 0.92% | $3,211.0万 | 4.6万股 | $3,031.5万 | 4.9万股 | -3,498股-7.12% | 减仓 |
 赛富时CRM |
| 0.87% | 1.11% | $3,141.9万 | 20.1万股 | $3,663.9万 | 19.6万股 | +4,276股+2.18% | 加仓 |
 联邦快递FDX |
| 0.87% | 1.1% | $3,136.4万 | 10.0万股 | $3,633.6万 | 10.2万股 | -1,855股-1.82% | 减仓 |
 EquinixEQIX |
| 0.85% | 0.88% | $3,057.9万 | 2.9万股 | $2,913.7万 | 3.0万股 | -389股-1.31% | 减仓 |
 DatadogDDOG |
| 0.82% | 0.4% | $2,971.3万 | 11.4万股 | $1,329.9万 | 11.3万股 | +1,468股+1.30% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.82% | 0.85% | $2,966.6万 | 39.0万股 | $2,803.6万 | 41.2万股 | -2.2万股-5.36% | 减仓 |
 第一资本COF |
| 0.82% | 0.82% | $2,961.3万 | 14.8万股 | $2,690.0万 | 14.7万股 | +154股+0.10% | 加仓 |
| T赛默飞世尔TMO |
| 0.81% | 0.85% | $2,930.3万 | 5.8万股 | $2,801.1万 | 5.7万股 | +1,460股+2.56% | 加仓 |
 麦当劳MCD |
| 0.8% | 0.99% | $2,889.5万 | 10.7万股 | $3,248.8万 | 10.5万股 | +2,365股+2.26% | 加仓 |
 Meta平台META |
| 0.76% | 0.75% | $2,728.2万 | 4.8万股 | $2,480.3万 | 4.3万股 | +5,082股+11.72% | 加仓 |
 好市多COST |
| 0.71% | 0.81% | $2,569.6万 | 2.7万股 | $2,683.1万 | 2.7万股 | +542股+2.01% | 加仓 |
 雪佛龙CVX |
| 0.69% | 0.97% | $2,508.6万 | 15.1万股 | $3,181.2万 | 15.4万股 | -2,415股-1.57% | 减仓 |
 波音BA |
| 0.63% | 0.67% | $2,292.5万 | 10.6万股 | $2,214.6万 | 11.1万股 | -5,369股-4.83% | 减仓 |
 CSX铁路CSX |
| 0.63% | 0.64% | $2,276.1万 | 47.9万股 | $2,119.9万 | 51.6万股 | -3.8万股-7.27% | 减仓 |
 ServiceNowNOW |
| 0.6% | 0.62% | $2,185.7万 | 22.0万股 | $2,039.5万 | 19.5万股 | +2.5万股+12.86% | 加仓 |
 百事可乐PEP |
| 0.6% | 0.75% | $2,160.3万 | 16.0万股 | $2,473.2万 | 15.9万股 | +282股+0.18% | 加仓 |
 IQVIAIQV |
| 0.59% | 0.57% | $2,145.6万 | 11.1万股 | $1,865.5万 | 10.9万股 | +1,656股+1.51% | 加仓 |
 可口可乐KO |
| 0.57% | 0.61% | $2,051.9万 | 25.2万股 | $2,023.5万 | 26.6万股 | -1.4万股-5.11% | 减仓 |
 康菲石油COP |
| 0.54% | 0.8% | $1,969.2万 | 18.9万股 | $2,627.2万 | 19.9万股 | -9,615股-4.83% | 减仓 |
 AMGEN COMAMGN |
| 0.54% | 0.58% | $1,934.6万 | 5.3万股 | $1,927.2万 | 5.5万股 | -1,350股-2.46% | 减仓 |
 AMERICAN TOWER COMAMT |
| 0.53% | 0.61% | $1,920.4万 | 11.7万股 | $2,016.0万 | 11.7万股 | +591股+0.51% | 加仓 |
