 科磊KLAC |
| 5.31% | 3.03% | $866.8万 | 2.9万股 | $424.3万 | 2,882股 | +2.6万股+896.88% | 加仓 |
 卡特彼勒CAT |
| 3.64% | 2.82% | $594.7万 | 5,585股 | $396.0万 | 5,589股 | -4股-0.07% | 减仓 |
| V先锋领航指数基金VOO |
| 2.82% | 2.96% | $460.2万 | 6,701股 | $415.0万 | 6,945股 | -244股-3.51% | 减仓 |
 英伟达NVDA |
| 2.46% | 2.14% | $401.3万 | 2.0万股 | $300.5万 | 1.7万股 | +2,826股+16.40% | 加仓 |
 苹果AAPL |
| 2.44% | 2.49% | $398.9万 | 1.4万股 | $349.5万 | 1.4万股 | +15股+0.11% | 加仓 |
 应用材料AMAT |
| 2.43% | 1.34% | $397.4万 | 5,497股 | $187.6万 | 5,490股 | +7股+0.13% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.12% | 2.36% | $347.0万 | 6,934股 | $330.4万 | 6,895股 | +39股+0.57% | 加仓 |
 希捷STX |
| 1.9% | 0.95% | $310.8万 | 3,221股 | $133.2万 | 3,401股 | -180股-5.29% | 减仓 |
 康宁GLW |
| 1.86% | 1.16% | $304.3万 | 1.2万股 | $162.3万 | 1.2万股 | -25股-0.21% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.41% | 1.33% | $230.9万 | 6,535股 | $186.9万 | 6,517股 | +18股+0.28% | 加仓 |
 西部数据WDC |
| 1.37% | 0.67% | $223.0万 | 3,492股 | $94.5万 | 3,492股 | 00.00% | 持仓不变 |
 ROYAL CARIBBEANRCL |
| 1.24% | 1.25% | $202.9万 | 6,389股 | $175.8万 | 6,389股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.24% | 1.58% | $202.0万 | 1.8万股 | $221.4万 | 1.8万股 | +23股+0.13% | 加仓 |
 礼来LLY |
| 1.23% | 1.09% | $200.9万 | 1,675股 | $152.3万 | 1,656股 | +19股+1.15% | 加仓 |
 AMGEN COMAMGN |
| 1.22% | 1.37% | $199.1万 | 5,498股 | $192.0万 | 5,456股 | +42股+0.77% | 加仓 |
 雷神技术RTX |
| 1.2% | 1.4% | $196.2万 | 1.0万股 | $196.8万 | 1.0万股 | +139股+1.36% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.13% | 1.26% | $185.1万 | 7,106股 | $177.3万 | 7,176股 | -70股-0.98% | 减仓 |
 思科CSCO |
| 1.11% | 0.85% | $181.3万 | 1.5万股 | $119.6万 | 1.5万股 | +22股+0.14% | 加仓 |
| GGARMIN SHSGRMN |
| 1.09% | 1.24% | $178.3万 | 7,507股 | $173.5万 | 7,479股 | +28股+0.37% | 加仓 |
 通用动力GD |
| 1.08% | 1.21% | $175.7万 | 4,961股 | $170.2万 | 4,960股 | +1股+0.02% | 加仓 |
 甲骨文ORCL |
| 1.07% | 1.25% | $175.1万 | 1.2万股 | $174.7万 | 1.2万股 | +72股+0.61% | 加仓 |
 摩托罗拉解决方案MSI |
| 0.99% | 1.2% | $161.0万 | 3,878股 | $168.2万 | 3,875股 | +3股+0.08% | 加仓 |
 强生JNJ |
| 0.97% | 1.03% | $158.8万 | 6,254股 | $144.7万 | 5,920股 | +334股+5.64% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.92% | 1.02% | $149.8万 | 2股 | $143.6万 | 2股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.91% | 1.08% | $148.9万 | 5,510股 | $151.8万 | 4,885股 | +625股+12.79% | 加仓 |
 埃克森美孚XOM |
| 0.86% | 1.25% | $141.0万 | 1.0万股 | $175.0万 | 1.0万股 | +2股+0.02% | 加仓 |
| G通用动力VTI |
| 0.85% | 0.86% | $139.1万 | 3,760股 | $120.6万 | 3,760股 | 00.00% | 持仓不变 |
 UNITED AIRLS COMUAL |
| 0.85% | 0.67% | $138.1万 | 1.0万股 | $93.6万 | 1.0万股 | -10股-0.10% | 减仓 |
| B纽约梅隆银行BK |
| 0.8% | 0.77% | $131.4万 | 9,086股 | $107.7万 | 9,075股 | +11股+0.12% | 加仓 |
 阿斯利康AZN |
| 0.78% | 0.95% | $127.7万 | 6,735股 | $132.7万 | 6,728股 | +7股+0.10% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.77% | 0.85% | $126.4万 | 1.1万股 | $118.9万 | 1.1万股 | +15股+0.14% | 加仓 |
 亚马逊AMZN |
| 0.76% | 0.75% | $123.4万 | 5,178股 | $105.6万 | 5,069股 | +109股+2.15% | 加仓 |
 宝洁PG |
| 0.74% | 0.82% | $120.4万 | 8,214股 | $115.6万 | 8,001股 | +213股+2.66% | 加仓 |
 Meta平台META |
| 0.73% | 0.85% | $118.7万 | 2,108股 | $119.7万 | 2,092股 | +16股+0.76% | 加仓 |
| BBANK OF AMERBAC |
| 0.72% | 0.71% | $117.4万 | 2.1万股 | $100.0万 | 2.1万股 | +97股+0.47% | 加仓 |
 美国运通AXP |
| 0.71% | 0.74% | $116.1万 | 3,433股 | $103.1万 | 3,407股 | +26股+0.76% | 加仓 |
 ALTRIAMO |
| 0.71% | 0.76% | $116.0万 | 1.6万股 | $107.0万 | 1.6万股 | -97股-0.60% | 减仓 |
 WASTE MGMT DELWM |
| 0.7% | 0.84% | $114.1万 | 5,121股 | $117.8万 | 5,127股 | -6股-0.12% | 减仓 |
 微软MSFT |
| 0.69% | 0.76% | $113.2万 | 3,036股 | $106.9万 | 2,887股 | +149股+5.16% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.68% | 0.83% | $111.4万 | 3.5万股 | $116.9万 | 3.5万股 | -33股-0.09% | 减仓 |
| Q高通QCOM |
| 0.68% | 0.55% | $110.4万 | 5,973股 | $76.7万 | 5,955股 | +18股+0.30% | 加仓 |
 PHILIP MORRIS INTLPM |
| 0.64% | 0.67% | $104.5万 | 5,777股 | $94.2万 | 5,700股 | +77股+1.35% | 加仓 |
 家得宝HD |
| 0.64% | 0.68% | $103.9万 | 2,945股 | $96.0万 | 2,919股 | +26股+0.89% | 加仓 |
 默沙东MRK |
| 0.62% | 0.68% | $101.8万 | 7,926股 | $95.1万 | 7,902股 | +24股+0.30% | 加仓 |
 美国合众银行USB |
| 0.61% | 0.61% | $100.0万 | 1.7万股 | $86.1万 | 1.7万股 | +5股+0.03% | 加仓 |
 康菲石油COP |
| 0.6% | 0.89% | $98.0万 | 9,426股 | $125.3万 | 9,496股 | -70股-0.74% | 减仓 |
 汽车地带AZO |
| 0.6% | 0.74% | $97.8万 | 306股 | $103.4万 | 306股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.59% | 0.85% | $96.3万 | 5,808股 | $119.0万 | 5,750股 | +58股+1.01% | 加仓 |
 CARRIER GLOBALCARR |
| 0.57% | 0.51% | $93.1万 | 1.3万股 | $71.4万 | 1.3万股 | +23股+0.18% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 0.56% | 0.34% | $90.7万 | 1.8万股 | $47.8万 | 1.3万股 | +4,907股+38.54% | 加仓 |
