 宝洁PG |
| 20.72% | 23.84% | $3,475.7万 | 23.7万股 | $3,423.6万 | 23.7万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 11.67% | 11.95% | $1,957.1万 | 6.8万股 | $1,716.5万 | 6.8万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 11.09% | 6.39% | $1,860.6万 | 4.3万股 | $917.4万 | 4.3万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 6.98% | 6.39% | $1,170.6万 | 1.6万股 | $917.5万 | 1.6万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 6.2% | 5.83% | $1,040.2万 | 2.9万股 | $837.0万 | 2.9万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.95% | 4.58% | $662.4万 | 1.8万股 | $657.3万 | 1.8万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 3.26% | 3.56% | $546.1万 | 4.2万股 | $511.2万 | 4.2万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.91% | 2.96% | $488.1万 | 6,536股 | $425.1万 | 6,536股 | 00.00% | 持仓不变 |
 VisaV |
| 2.49% | 2.56% | $416.8万 | 1.2万股 | $367.2万 | 1.2万股 | 00.00% | 持仓不变 |
 好市多COST |
| 2.13% | 2.65% | $357.8万 | 3,825股 | $381.1万 | 3,825股 | 00.00% | 持仓不变 |
 礼来LLY |
| 1.8% | 1.62% | $302.4万 | 2,521股 | $232.8万 | 2,531股 | -10股-0.40% | 减仓 |
 黑石集团BX |
| 1.79% | 2.05% | $300.6万 | 2.6万股 | $293.8万 | 2.6万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.67% | 1.92% | $279.8万 | 5,580股 | $275.5万 | 5,605股 | -25股-0.45% | 减仓 |
 QUANTA SVCSPWR |
| 1.58% | 1.41% | $265.7万 | 3,690股 | $202.6万 | 3,690股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 1.55% | 1.59% | $259.9万 | 3,695股 | $227.9万 | 3,695股 | 00.00% | 持仓不变 |
 GE航空GE |
| 1.5% | 1.33% | $252.3万 | 6,750股 | $191.5万 | 6,750股 | 00.00% | 持仓不变 |
 博通AVGO |
| 1.35% | 1.29% | $227.0万 | 6,009股 | $186.0万 | 6,009股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.3% | 1.33% | $218.8万 | 1.1万股 | $190.7万 | 1.1万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.16% | 1.3% | $194.3万 | 7,649股 | $187.0万 | 7,649股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.15% | 1.25% | $192.1万 | 5,448股 | $179.2万 | 5,448股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 1.02% | 0.89% | $171.6万 | 1,461股 | $127.5万 | 1,461股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1% | 0.95% | $167.9万 | 4,751股 | $136.3万 | 4,751股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.94% | 0.82% | $157.8万 | 4,713股 | $118.1万 | 4,713股 | 00.00% | 持仓不变 |
 Meta平台META |
| 0.9% | 1.08% | $151.2万 | 2,684股 | $155.8万 | 2,723股 | -39股-1.43% | 减仓 |
 亚马逊AMZN |
| 0.68% | 0.7% | $114.4万 | 4,800股 | $100.0万 | 4,800股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.66% | 0.66% | $110.7万 | 3,935股 | $95.4万 | 3,935股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.66% | 0.7% | $110.1万 | 3,500股 | $100.5万 | 3,500股 | 00.00% | 持仓不变 |
 伊顿ETN |
| 0.65% | 0.64% | $109.2万 | 2,563股 | $91.7万 | 2,563股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.59% | 0.33% | $98.6万 | 2,891股 | $47.1万 | 2,935股 | -44股-1.50% | 减仓 |
 ZOETIS CL AZTS |
| 0.59% | 1.34% | $98.4万 | 1.4万股 | $192.3万 | 1.6万股 | -2,568股-15.79% | 减仓 |
 赛富时CRM |
| 0.57% | 0.79% | $94.9万 | 6,059股 | $113.1万 | 6,059股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JEPI |
| 0.52% | 0.61% | $87.5万 | 1.6万股 | $87.9万 | 1.6万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 0.52% | 0.43% | $86.9万 | 1,820股 | $61.5万 | 1,820股 | 00.00% | 持仓不变 |
 HOWMET AEROSPACE COMHWM |
| 0.5% | 0.5% | $84.0万 | 3,125股 | $72.0万 | 3,125股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.42% | 0.48% | $69.7万 | 3,660股 | $69.4万 | 3,660股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.37% | 0.5% | $62.0万 | 1,560股 | $71.9万 | 1,560股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 0.35% | 0.26% | $59.1万 | 522股 | $38.0万 | 522股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.34% | 0.35% | $56.4万 | 2,075股 | $50.3万 | 2,075股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.26% | 0.16% | $43.9万 | 575股 | $22.4万 | 575股 | 00.00% | 持仓不变 |
 SNOWFLAKE COM SHSSNOW |
| 0.22% | 0.15% | $36.3万 | 1,425股 | $21.5万 | 1,425股 | 00.00% | 持仓不变 |
| PPNC FINL SVCS COMVXF |
| 0.21% | 0.2% | $34.5万 | 1,400股 | $29.1万 | 1,400股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.21% | 0.21% | $34.4万 | 1,368股 | $29.8万 | 1,368股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.19% | 0.22% | $32.5万 | 650股 | $31.1万 | 650股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 0.19% | 0.23% | $32.5万 | 2,217股 | $32.6万 | 2,217股 | 00.00% | 持仓不变 |
| F第一信托·USTCIBR |
| 0.18% | 0.16% | $30.2万 | 3,356股 | $23.7万 | 3,775股 | -419股-11.10% | 减仓 |
| V先锋领航全球基金VGT |
| 0.17% | 0.15% | $28.7万 | 2,400股 | $20.9万 | 300股 | +2,100股+700.00% | 加仓 |
 阿斯麦ASML |
| 0.16% | — | $26.9万 | 135股 | $0 | 0股 | +135股 | 新买入 |
 贝莱德·INC COMBLK |
| 0.15% | 0.17% | $24.7万 | 257股 | $24.7万 | 257股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.14% | 0.16% | $23.0万 | 703股 | $23.3万 | 792股 | -89股-11.24% | 减仓 |
 NETFLIXNFLX |
| 0.14% | 0.21% | $22.8万 | 3,188股 | $30.7万 | 3,188股 | 00.00% | 持仓不变 |
