 科磊KLAC |
| 9.97% | 7.84% | $2,162.8万 | 7.2万股 | $1,164.4万 | 7,908股 | +6.4万股+806.49% | 加仓 |
 博通AVGO |
| 7.62% | — | $1,652.4万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 苹果AAPL |
| 6.62% | 9.47% | $1,435.1万 | 5.0万股 | $1,405.8万 | 5.5万股 | -5,799股-10.47% | 减仓 |
 捷普JBL |
| 6.48% | 6.93% | $1,405.4万 | 3.6万股 | $1,029.8万 | 3.9万股 | -2,310股-5.96% | 减仓 |
 卡特彼勒CAT |
| 4.95% | 5.39% | $1,072.7万 | 1.0万股 | $800.6万 | 1.1万股 | -1,227股-10.86% | 减仓 |
 谷歌AGOOGL |
| 4.15% | 5.19% | $900.3万 | 2.5万股 | $771.4万 | 2.7万股 | -1,635股-6.09% | 减仓 |
 安费诺APH |
| 3.63% | 4.06% | $786.6万 | 4.5万股 | $603.4万 | 4.8万股 | -3,140股-6.58% | 减仓 |
 高盛GS |
| 3.07% | — | $666.4万 | 6,589股 | $0 | 0股 | +6,589股 | 新买入 |
 微软MSFT |
| 2.75% | 4.17% | $595.6万 | 1.6万股 | $619.0万 | 1.7万股 | -755股-4.52% | 减仓 |
 甲骨文ORCL |
| 2.7% | 4.19% | $585.6万 | 4.0万股 | $622.4万 | 4.2万股 | -2,350股-5.55% | 减仓 |
 PALO ALTOPANW |
| 2.54% | 1.88% | $550.9万 | 1.6万股 | $278.5万 | 1.7万股 | -1,215股-6.99% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.32% | 2.9% | $503.1万 | 1.4万股 | $430.3万 | 1.5万股 | -760股-5.07% | 减仓 |
 AMGEN COMAMGN |
| 2.13% | 3.32% | $461.1万 | 1.3万股 | $493.0万 | 1.4万股 | -1,280股-9.13% | 减仓 |
 沃特世WAT |
| 2.1% | 2.56% | $456.5万 | 1.2万股 | $380.1万 | 1.3万股 | -590股-4.62% | 减仓 |
| SSPDR标普500 ETFSPY |
| 2.02% | — | $437.8万 | 5,863股 | $0 | 0股 | +5,863股 | 新买入 |
 CSX铁路CSX |
| 1.95% | 2.62% | $422.9万 | 8.9万股 | $389.2万 | 9.5万股 | -5,850股-6.17% | 减仓 |
 摩根大通JPM |
| 1.8% | — | $391.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 英伟达NVDA |
| 1.68% | 2.29% | $364.4万 | 1.8万股 | $340.7万 | 2.0万股 | -1,325股-6.78% | 减仓 |
 英特尔INTC |
| 1.66% | 0.85% | $360.0万 | 2.6万股 | $125.8万 | 2.9万股 | -2,730股-9.58% | 减仓 |
 亚马逊AMZN |
| 1.64% | 2.27% | $355.3万 | 1.5万股 | $336.9万 | 1.6万股 | -1,268股-7.84% | 减仓 |
 赛莱默XYL |
| 1.6% | 2.57% | $346.8万 | 2.9万股 | $381.0万 | 3.2万股 | -2,544股-7.98% | 减仓 |
| V先锋领航指数基金VOO |
| 1.44% | — | $313.3万 | 4,254股 | $0 | 0股 | +4,254股 | 新买入 |
 Roper科技ROP |
| 1.21% | 1.97% | $263.0万 | 7,772股 | $292.7万 | 8,272股 | -500股-6.04% | 减仓 |
 万豪MAR |
| 1.17% | 1.62% | $254.8万 | 6,876股 | $241.2万 | 7,376股 | -500股-6.78% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.12% | 1.41% | $243.3万 | 9,240股 | $208.9万 | 9,990股 | -750股-7.51% | 减仓 |
 思科CSCO |
| 1.12% | 1.3% | $243.2万 | 2.1万股 | $193.2万 | 2.5万股 | -4,190股-16.83% | 减仓 |
 COOPER COSCOO |
| 1% | 1.61% | $216.0万 | 3.0万股 | $239.4万 | 3.3万股 | -3,364股-10.05% | 减仓 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.96% | — | $207.7万 | 2,953股 | $0 | 0股 | +2,953股 | 新买入 |
 康宁GLW |
| 0.95% | 0.78% | $205.7万 | 8,055股 | $115.4万 | 8,485股 | -430股-5.07% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.91% | 1.17% | $196.8万 | 4,955股 | $173.2万 | 5,444股 | -489股-8.98% | 减仓 |
 沃尔玛WMT |
| 0.87% | 1.6% | $189.7万 | 1.7万股 | $238.0万 | 1.9万股 | -2,400股-12.53% | 减仓 |
 福泰制药VRTX |
| 0.85% | 1.2% | $185.2万 | 3,729股 | $178.8万 | 4,004股 | -275股-6.87% | 减仓 |
 BUNGE GLOBALBG |
| 0.83% | — | $180.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 Vulcan材料VMC |
| 0.81% | 1.14% | $175.0万 | 5,931股 | $169.7万 | 6,231股 | -300股-4.81% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 0.78% | — | $169.0万 | 8,975股 | $0 | 0股 | +8,975股 | 新买入 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.76% | 1.17% | $165.9万 | 2.2万股 | $173.7万 | 2.4万股 | -2,185股-9.14% | 减仓 |
 强生JNJ |
| 0.74% | 1.21% | $161.1万 | 6,344股 | $179.9万 | 7,359股 | -1,015股-13.79% | 减仓 |
 波音BA |
| 0.72% | 1.01% | $156.1万 | 7,213股 | $149.5万 | 7,513股 | -300股-3.99% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.71% | 1.14% | $154.5万 | 2.4万股 | $168.6万 | 2.6万股 | -1,770股-6.84% | 减仓 |
 MCKESSON COMMCK |
| 0.7% | — | $152.9万 | 2,023股 | $0 | 0股 | +2,023股 | 新买入 |
 赛富时CRM |
| 0.67% | — | $146.1万 | 9,323股 | $0 | 0股 | +9,323股 | 新买入 |
 星巴克SBUX |
| 0.63% | 0.85% | $135.6万 | 1.3万股 | $125.9万 | 1.4万股 | -785股-5.59% | 减仓 |
 TARGET COMTGT |
| 0.53% | 0.79% | $115.8万 | 8,865股 | $117.1万 | 9,665股 | -800股-8.28% | 减仓 |
 可口可乐KO |
| 0.53% | 0.79% | $115.8万 | 1.4万股 | $117.5万 | 1.5万股 | -1,200股-7.77% | 减仓 |
 雅保ALB |
| 0.52% | 1.06% | $113.1万 | 8,375股 | $157.1万 | 8,750股 | -375股-4.29% | 减仓 |
 迪士尼DIS |
| 0.51% | 0.9% | $109.9万 | 1.1万股 | $133.2万 | 1.4万股 | -2,405股-17.40% | 减仓 |
 3M COMMMM |
| 0.49% | 0.69% | $106.2万 | 6,562股 | $101.8万 | 7,012股 | -450股-6.42% | 减仓 |
 HERSHEY COMHSY |
| 0.47% | 0.92% | $101.9万 | 5,806股 | $136.9万 | 6,586股 | -780股-11.84% | 减仓 |
 耐克NKE |
| 0.47% | 0.99% | $101.1万 | 2.5万股 | $147.0万 | 2.8万股 | -3,200股-11.50% | 减仓 |
 雅培ABT |
| 0.45% | 0.82% | $97.4万 | 1.1万股 | $121.6万 | 1.2万股 | -1,114股-9.40% | 减仓 |
