 礼来LLY |
| 6.04% | 5.11% | $4,973.8万 | 4.1万股 | $3,940.1万 | 4.3万股 | -1,370股-3.20% | 减仓 |
| S道富SPIB |
| 5.45% | 5.7% | $4,482.3万 | 134.0万股 | $4,399.1万 | 131.2万股 | +2.8万股+2.14% | 加仓 |
| OORANGE CNTY BANCORP INC COMOBT |
| 4.74% | 4.4% | $3,902.1万 | 106.1万股 | $3,394.6万 | 106.1万股 | -568股-0.05% | 减仓 |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 4.3% | 4.54% | $3,542.4万 | 118.0万股 | $3,499.3万 | 116.4万股 | +1.7万股+1.43% | 加仓 |
| SSPDR行业精选信托XLK |
| 4.24% | 3.25% | $3,493.5万 | 18.3万股 | $2,507.9万 | 18.9万股 | -5,342股-2.83% | 减仓 |
 英伟达NVDA |
| 4.05% | 4.2% | $3,329.6万 | 16.6万股 | $3,243.8万 | 18.6万股 | -2.0万股-10.53% | 减仓 |
 科磊KLAC |
| 3.34% | 2.09% | $2,751.5万 | 9.1万股 | $1,612.6万 | 1.1万股 | +8.0万股+732.71% | 加仓 |
 苹果AAPL |
| 3.17% | 3.19% | $2,612.4万 | 9.0万股 | $2,457.8万 | 9.7万股 | -6,562股-6.78% | 减仓 |
 直觉外科ISRG |
| 3.14% | 3.93% | $2,585.4万 | 6.5万股 | $3,033.9万 | 6.6万股 | -800股-1.22% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.99% | 2.86% | $2,457.3万 | 7.0万股 | $2,209.9万 | 7.7万股 | -7,491股-9.72% | 减仓 |
 微软MSFT |
| 2.97% | 3.25% | $2,445.0万 | 6.6万股 | $2,508.0万 | 6.8万股 | -2,207股-3.26% | 减仓 |
 亚马逊AMZN |
| 2.15% | 2.16% | $1,767.4万 | 7.4万股 | $1,664.6万 | 8.0万股 | -5,772股-7.22% | 减仓 |
 CienaCIEN |
| 1.92% | 1.91% | $1,578.5万 | 3.2万股 | $1,470.3万 | 3.8万股 | -5,695股-15.04% | 减仓 |
 摩根大通JPM |
| 1.71% | 1.73% | $1,409.7万 | 4.3万股 | $1,334.3万 | 4.5万股 | -2,294股-5.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.62% | 1.52% | $1,332.8万 | 1.8万股 | $1,173.4万 | 1.8万股 | -196股-1.09% | 减仓 |
 博通AVGO |
| 1.47% | 1.47% | $1,211.4万 | 3.2万股 | $1,132.1万 | 3.7万股 | -4,510股-12.33% | 减仓 |
 艾伯维ABBV |
| 1.39% | 1.29% | $1,147.1万 | 4.6万股 | $992.9万 | 4.6万股 | -69股-0.15% | 减仓 |
 美国运通AXP |
| 1.36% | 1.37% | $1,118.3万 | 3.3万股 | $1,057.7万 | 3.5万股 | -1,907股-5.45% | 减仓 |
| SSPDR行业精选信托XLF |
| 1.28% | 1.25% | $1,051.8万 | 19.6万股 | $968.1万 | 19.6万股 | +103股+0.05% | 加仓 |
 VisaV |
| 1.19% | 1.17% | $982.9万 | 2.9万股 | $902.1万 | 3.0万股 | -1,197股-4.01% | 减仓 |
 思科CSCO |
| 1.12% | 0.88% | $925.3万 | 7.9万股 | $678.0万 | 8.7万股 | -8,602股-9.84% | 减仓 |
| S道富SPSM |
| 1.07% | 0.96% | $884.6万 | 15.3万股 | $741.0万 | 15.3万股 | +49股+0.03% | 加仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 1.07% | 1.14% | $881.0万 | 17.3万股 | $883.2万 | 17.3万股 | -777股-0.45% | 减仓 |
 AMD超威AMD |
| 1.05% | 0.43% | $864.7万 | 1.5万股 | $335.5万 | 1.6万股 | -1,608股-9.75% | 减仓 |
| IIBMIBM |
| 1.04% | 0.92% | $857.8万 | 3.1万股 | $707.6万 | 2.9万股 | +1,309股+4.48% | 加仓 |
 Meta平台META |
| 1.03% | 1.15% | $845.8万 | 1.5万股 | $887.5万 | 1.6万股 | -497股-3.20% | 减仓 |
 摩根士丹利MS |
| 1.01% | 0.93% | $829.7万 | 4.0万股 | $720.0万 | 4.4万股 | -4,057股-9.27% | 减仓 |
| SSPDR行业精选信托XLY |
| 1% | 0.99% | $821.0万 | 7.0万股 | $762.7万 | 7.0万股 | +11股+0.02% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.97% | 0.96% | $795.9万 | 5.0万股 | $738.9万 | 5.0万股 | -234股-0.46% | 减仓 |
 美敦力MDT |
| 0.97% | 1.14% | $795.5万 | 10.2万股 | $881.6万 | 10.2万股 | -48股-0.05% | 减仓 |
| T赛默飞世尔TMO |
| 0.92% | 0.98% | $758.0万 | 1.5万股 | $757.0万 | 1.5万股 | -283股-1.84% | 减仓 |
| SSPDR行业精选信托XLY |
| 0.92% | 0.97% | $757.0万 | 7.1万股 | $751.9万 | 6.8万股 | +2,839股+4.19% | 加仓 |
 埃克森美孚XOM |
| 0.91% | 1.37% | $749.9万 | 5.5万股 | $1,058.2万 | 6.2万股 | -7,521股-12.06% | 减仓 |
| S道富XLI |
| 0.88% | 0.81% | $726.0万 | 3.9万股 | $627.2万 | 3.9万股 | +413股+1.07% | 加仓 |
 UNITED RENTALSURI |
| 0.88% | 0.65% | $720.3万 | 6,358股 | $503.5万 | 6,911股 | -553股-8.00% | 减仓 |
 汽车地带AZO |
| 0.82% | 0.94% | $676.6万 | 2,117股 | $722.5万 | 2,138股 | -21股-0.98% | 减仓 |
 固安捷GWW |
| 0.79% | 0.72% | $646.9万 | 4,755股 | $557.6万 | 5,112股 | -357股-6.98% | 减仓 |
 马拉松石油MPC |
| 0.7% | 0.04% | $572.1万 | 2.2万股 | $34.4万 | 1,407股 | +2.1万股+1,490.41% | 加仓 |
 安费诺APH |
| 0.69% | 0.58% | $568.4万 | 3.2万股 | $445.6万 | 3.5万股 | -3,033股-8.60% | 减仓 |
 FLUORFLR |
| 0.67% | 0.69% | $555.2万 | 10.6万股 | $528.6万 | 11.3万股 | -7,334股-6.47% | 减仓 |
 QUANTA SVCSPWR |
| 0.64% | 0.63% | $524.0万 | 7,277股 | $487.9万 | 8,886股 | -1,609股-18.11% | 减仓 |
 嘉信理财SCHW |
| 0.6% | 0.62% | $496.7万 | 5.4万股 | $475.0万 | 5.1万股 | +3,285股+6.50% | 加仓 |
 星巴克SBUX |
| 0.6% | 0.59% | $494.8万 | 4.8万股 | $454.2万 | 5.1万股 | -2,275股-4.49% | 减仓 |
| TTENET HEALTHCARETHC |
| 0.6% | — | $490.5万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 高盛GS |
| 0.57% | 0.55% | $468.6万 | 4,633股 | $425.1万 | 5,025股 | -392股-7.80% | 减仓 |
 家得宝HD |
| 0.55% | 0.61% | $456.4万 | 1.3万股 | $473.3万 | 1.4万股 | -1,448股-10.06% | 减仓 |
 麦当劳MCD |
| 0.55% | 0.68% | $454.0万 | 1.7万股 | $525.0万 | 1.7万股 | -96股-0.57% | 减仓 |
 宣伟SHW |
| 0.54% | 0.57% | $446.4万 | 1.3万股 | $439.4万 | 1.4万股 | -745股-5.43% | 减仓 |
 纽蒙特NEM |
| 0.54% | — | $440.8万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
| MMARSH & MCLENNAN COS COMMRSH |
| 0.53% | 0.61% | $437.8万 | 2.6万股 | $472.7万 | 2.7万股 | -985股-3.61% | 减仓 |
