 苹果AAPL |
| 9.8% | 8.79% | $1,351.1万 | 4.7万股 | $1,201.7万 | 4.7万股 | -503股-1.07% | 减仓 |
 微软MSFT |
| 8.13% | 12.84% | $1,120.3万 | 3.0万股 | $1,754.5万 | 3.4万股 | -3,840股-11.34% | 减仓 |
 谷歌AGOOGL |
| 6.94% | 5.07% | $956.1万 | 2.7万股 | $692.5万 | 2.8万股 | -1,730股-6.07% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.27% | 3.82% | $726.1万 | 2.1万股 | $522.4万 | 2.1万股 | -900股-4.20% | 减仓 |
 沃尔玛WMT |
| 4.11% | 3.77% | $566.3万 | 5.0万股 | $515.3万 | 5.0万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 3.89% | 2.99% | $536.6万 | 2.1万股 | $408.7万 | 2.2万股 | -913股-4.14% | 减仓 |
 英特尔INTC |
| 3.87% | 0.94% | $534.2万 | 3.8万股 | $128.3万 | 3.8万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 3.78% | 4.54% | $520.6万 | 1.9万股 | $620.5万 | 2.0万股 | -1,160股-5.68% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.19% | 2.03% | $440.1万 | 1.1万股 | $277.1万 | 1.1万股 | -200股-1.77% | 减仓 |
 默沙东MRK |
| 2.76% | 1.83% | $380.1万 | 3.0万股 | $250.4万 | 3.0万股 | -250股-0.84% | 减仓 |
 可口可乐KO |
| 2.6% | 2.7% | $358.7万 | 4.4万股 | $368.8万 | 5.6万股 | -1.1万股-20.63% | 减仓 |
 宝洁PG |
| 2.37% | 2.95% | $326.4万 | 2.2万股 | $403.8万 | 2.6万股 | -4,018股-15.29% | 减仓 |
 艾伯维ABBV |
| 2.36% | 2.23% | $326.0万 | 1.3万股 | $305.2万 | 1.3万股 | -225股-1.71% | 减仓 |
 南方电力SO |
| 2.02% | 2.02% | $279.0万 | 2.9万股 | $276.3万 | 2.9万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.99% | 2.29% | $274.2万 | 2.0万股 | $313.1万 | 2.8万股 | -7,717股-27.79% | 减仓 |
| WWEC ENERGY COMIDU |
| 1.96% | 1.95% | $270.3万 | 2.3万股 | $265.8万 | 2.3万股 | -50股-0.22% | 减仓 |
 艺康ECL |
| 1.78% | 1.77% | $246.0万 | 8,830股 | $241.8万 | 8,830股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 1.66% | 1.89% | $229.5万 | 5,772股 | $258.1万 | 5,772股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 1.48% | 1.75% | $203.5万 | 6,465股 | $239.0万 | 6,465股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.37% | 0.9% | $188.3万 | 1.2万股 | $123.2万 | 1.2万股 | -400股-3.25% | 减仓 |
| IIBMIBM |
| 1.32% | 1.33% | $181.5万 | 6,455股 | $182.1万 | 6,455股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 1.04% | 1.25% | $143.4万 | 3,520股 | $171.3万 | 3,520股 | 00.00% | 持仓不变 |
 雅培ABT |
| 1% | 1.5% | $137.6万 | 1.5万股 | $204.7万 | 1.5万股 | -120股-0.79% | 减仓 |
 迪士尼DIS |
| 0.99% | 1.24% | $136.8万 | 1.4万股 | $169.0万 | 1.5万股 | -550股-3.73% | 减仓 |
 通用动力GD |
| 0.96% | 0.93% | $132.1万 | 3,730股 | $127.2万 | 3,730股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.89% | 1.06% | $122.2万 | 7,372股 | $145.1万 | 9,345股 | -1,973股-21.11% | 减仓 |
| PPORTLAND GEN ELEC COM NEWPOR |
| 0.88% | 0.75% | $120.8万 | 2.3万股 | $102.6万 | 2.3万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 0.84% | 0.62% | $116.0万 | 1.1万股 | $84.5万 | 1.1万股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.78% | 1.03% | $107.2万 | 4,785股 | $141.0万 | 4,805股 | -20股-0.42% | 减仓 |
 3M COMMMM |
| 0.75% | 0.73% | $103.6万 | 6,400股 | $99.3万 | 6,400股 | 00.00% | 持仓不变 |
 NORTHROP GRUMMAN COMNOC |
| 0.69% | 0.93% | $95.2万 | 1,870股 | $126.7万 | 2,080股 | -210股-10.10% | 减仓 |
 REALTY INCOME COMO |
| 0.65% | 0.87% | $89.6万 | 1.4万股 | $119.3万 | 2.0万股 | -5,175股-26.36% | 减仓 |
 高露洁CL |
| 0.63% | 0.55% | $86.6万 | 9,450股 | $75.5万 | 9,450股 | 00.00% | 持仓不变 |
 威瑞森VZ |
| 0.57% | 0.87% | $79.2万 | 1.9万股 | $118.9万 | 2.7万股 | -8,342股-30.83% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.57% | 0.41% | $79.1万 | 4,199股 | $55.6万 | 4,199股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.57% | 0.51% | $78.0万 | 4,223股 | $70.3万 | 4,223股 | 00.00% | 持仓不变 |
 马拉松石油MPC |
| 0.57% | 0.44% | $78.0万 | 3,050股 | $59.7万 | 3,100股 | -50股-1.61% | 减仓 |
 雷神技术RTX |
| 0.56% | 0.5% | $77.3万 | 4,072股 | $68.1万 | 4,072股 | 00.00% | 持仓不变 |
| FFASTENAL COMFAST |
| 0.56% | 0.57% | $76.8万 | 1.6万股 | $78.5万 | 1.6万股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.55% | 0.59% | $75.6万 | 5,580股 | $81.2万 | 5,780股 | -200股-3.46% | 减仓 |
 联合健康UNH |
| 0.53% | 0.44% | $72.9万 | 1,754股 | $60.6万 | 1,754股 | 00.00% | 持仓不变 |
 Roper科技ROP |
| 0.53% | 0.78% | $72.8万 | 2,150股 | $107.2万 | 2,150股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 0.51% | 0.98% | $69.8万 | 3,116股 | $133.4万 | 6,335股 | -3,219股-50.81% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.5% | — | $68.9万 | 3,116股 | $0 | 0股 | +3,116股 | 新买入 |
 ExpediaEXPE |
| 0.5% | 0.38% | $68.5万 | 4,200股 | $51.5万 | 4,200股 | 00.00% | 持仓不变 |
 DONALDSONDCI |
| 0.46% | 0.43% | $63.7万 | 7,100股 | $58.1万 | 7,100股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.45% | 0.43% | $61.6万 | 1,881股 | $59.3万 | 1,881股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.42% | 0.76% | $58.4万 | 1.4万股 | $104.1万 | 1.5万股 | -700股-4.69% | 减仓 |
 思科CSCO |
| 0.42% | 0.25% | $58.1万 | 4,948股 | $33.9万 | 4,948股 | 00.00% | 持仓不变 |
 艾利丹尼森AVY |
| 0.4% | 0.4% | $54.5万 | 3,360股 | $54.5万 | 3,360股 | 00.00% | 持仓不变 |
