| Q高通QCOM |
| 8.15% | 7.92% | $3,455.5万 | 31.1万股 | $4,166.6万 | 35.0万股 | -3.9万股-11.11% | 减仓 |
 苹果AAPL |
| 6.41% | 6.87% | $2,715.8万 | 15.9万股 | $3,616.1万 | 18.6万股 | -2.8万股-14.91% | 减仓 |
 微软MSFT |
| 5.41% | 5.63% | $2,294.9万 | 7.3万股 | $2,964.6万 | 8.7万股 | -1.4万股-16.51% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.16% | 4.04% | $2,186.5万 | 16.6万股 | $2,124.6万 | 17.6万股 | -9,796股-5.58% | 减仓 |
 好市多COST |
| 4.3% | 3.9% | $1,823.9万 | 3.2万股 | $2,051.5万 | 3.8万股 | -5,821股-15.28% | 减仓 |
 VisaV |
| 3.79% | 3.85% | $1,608.7万 | 7.0万股 | $2,026.2万 | 8.5万股 | -1.5万股-18.02% | 减仓 |
 亚马逊AMZN |
| 3.44% | 3.3% | $1,457.4万 | 11.5万股 | $1,735.8万 | 13.3万股 | -1.9万股-13.90% | 减仓 |
 默沙东MRK |
| 3.41% | 3.59% | $1,445.2万 | 14.0万股 | $1,887.5万 | 16.4万股 | -2.3万股-14.18% | 减仓 |
 摩根大通JPM |
| 3.3% | 3.09% | $1,399.4万 | 9.6万股 | $1,628.3万 | 11.2万股 | -1.5万股-13.81% | 减仓 |
 家得宝HD |
| 3.15% | 3.1% | $1,333.9万 | 4.4万股 | $1,632.5万 | 5.3万股 | -8,407股-16.00% | 减仓 |
 雪佛龙CVX |
| 2.99% | 2.56% | $1,268.2万 | 7.5万股 | $1,348.7万 | 8.6万股 | -1.1万股-12.25% | 减仓 |
 美光科技MU |
| 2.93% | 2.54% | $1,242.2万 | 18.3万股 | $1,336.8万 | 21.2万股 | -2.9万股-13.79% | 减仓 |
| BBANK OF AMERBAC |
| 2.51% | 2.5% | $1,062.4万 | 38.8万股 | $1,317.7万 | 45.9万股 | -7.1万股-15.52% | 减仓 |
 强生JNJ |
| 2.33% | 2.41% | $986.3万 | 6.3万股 | $1,270.3万 | 7.7万股 | -1.3万股-17.48% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.05% | 1.9% | $870.4万 | 2.5万股 | $997.9万 | 2.9万股 | -4,417股-15.09% | 减仓 |
 辉瑞PFE |
| 2.02% | 1.96% | $857.6万 | 25.9万股 | $1,032.5万 | 28.1万股 | -2.3万股-8.15% | 减仓 |
 甲骨文ORCL |
| 1.74% | 1.86% | $739.0万 | 7.0万股 | $981.2万 | 8.2万股 | -1.3万股-15.33% | 减仓 |
 艾默生电气EMR |
| 1.51% | 1.17% | $640.5万 | 6.6万股 | $613.3万 | 6.8万股 | -1,521股-2.24% | 减仓 |
 百事可乐PEP |
| 1.45% | 1.44% | $612.8万 | 3.6万股 | $759.4万 | 4.1万股 | -4,838股-11.80% | 减仓 |
 伊顿ETN |
| 1.36% | 1.06% | $574.7万 | 2.7万股 | $556.8万 | 2.8万股 | -745股-2.69% | 减仓 |
 雷神技术RTX |
| 1.32% | 2.23% | $560.5万 | 7.8万股 | $1,171.9万 | 12.0万股 | -4.2万股-34.90% | 减仓 |
 百时美施贵宝BMY |
| 1.3% | 1.34% | $551.1万 | 9.5万股 | $706.1万 | 11.0万股 | -1.5万股-14.00% | 减仓 |
 星巴克SBUX |
| 1.19% | 1.25% | $505.9万 | 5.5万股 | $659.4万 | 6.7万股 | -1.1万股-16.74% | 减仓 |
 赛富时CRM |
| 1.1% | 1.27% | $467.2万 | 2.3万股 | $667.2万 | 3.2万股 | -8,538股-27.04% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.07% | 0.97% | $454.3万 | 1.1万股 | $511.2万 | 1.2万股 | -905股-7.85% | 减仓 |
 宝洁PG |
| 1.07% | 1.06% | $451.9万 | 3.1万股 | $558.1万 | 3.7万股 | -5,793股-15.75% | 减仓 |
 思科CSCO |
| 1.01% | 0.92% | $426.9万 | 7.9万股 | $481.6万 | 9.3万股 | -1.4万股-14.70% | 减仓 |
| N新纪元能源NEE |
| 0.99% | 1.25% | $421.7万 | 7.4万股 | $658.0万 | 8.9万股 | -1.5万股-17.00% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.95% | 0.85% | $404.2万 | 5.4万股 | $448.3万 | 5.8万股 | -4,225股-7.26% | 减仓 |
 WELLTOWER COMWELL |
| 0.83% | 0.64% | $352.7万 | 4.3万股 | $334.5万 | 4.1万股 | +1,706股+4.13% | 加仓 |
 迪士尼DIS |
| 0.83% | 0.66% | $351.5万 | 4.3万股 | $346.3万 | 3.9万股 | +4,581股+11.81% | 加仓 |
 优步UBER |
| 0.83% | 0.71% | $350.8万 | 7.6万股 | $374.2万 | 8.7万股 | -1.0万股-11.99% | 减仓 |
| IiShares安硕·COREIJH |
| 0.83% | 0.73% | $350.5万 | 1.4万股 | $386.1万 | 1.5万股 | -712股-4.82% | 减仓 |
| C花旗集团C |
| 0.78% | 0.76% | $332.8万 | 8.1万股 | $400.5万 | 8.7万股 | -6,080股-6.99% | 减仓 |
 星座品牌STZ |
| 0.76% | 0.68% | $321.7万 | 1.3万股 | $357.0万 | 1.5万股 | -1,707股-11.77% | 减仓 |
 欧特克ADSK |
| 0.73% | 0.68% | $307.9万 | 1.5万股 | $358.5万 | 1.8万股 | -2,640股-15.07% | 减仓 |
 高露洁CL |
| 0.7% | 0.75% | $296.5万 | 4.2万股 | $395.7万 | 5.1万股 | -9,660股-18.81% | 减仓 |
 好事达ALL |
| 0.66% | 0.61% | $279.9万 | 2.5万股 | $321.1万 | 2.9万股 | -4,328股-14.70% | 减仓 |
 谷歌AGOOGL |
| 0.58% | 0.45% | $244.9万 | 1.9万股 | $235.7万 | 2.0万股 | -975股-4.95% | 减仓 |
 斯伦贝谢SLB |
| 0.57% | 0.48% | $241.0万 | 4.1万股 | $251.6万 | 5.1万股 | -9,895股-19.32% | 减仓 |
 CORTEVA COMCTVA |
| 0.55% | 0.58% | $235.1万 | 4.6万股 | $307.6万 | 5.4万股 | -7,735股-14.41% | 减仓 |
 REALTY INCOME COMO |
| 0.51% | 0.56% | $217.1万 | 4.3万股 | $295.7万 | 4.9万股 | -5,995股-12.12% | 减仓 |
 南方电力SO |
| 0.48% | 0.48% | $204.3万 | 3.2万股 | $254.3万 | 3.6万股 | -4,635股-12.80% | 减仓 |
 贝莱德·INC COMBLK |
| 0.47% | 0.47% | $199.8万 | 3,090股 | $246.4万 | 3,565股 | -475股-13.32% | 减仓 |
 美国运通AXP |
| 0.46% | 0.44% | $196.9万 | 1.3万股 | $229.9万 | 1.3万股 | 00.00% | 持仓不变 |
 恩智浦NXPI |
| 0.46% | 0.43% | $195.7万 | 9,789股 | $226.0万 | 1.1万股 | -1,255股-11.36% | 减仓 |
 诺华NVS |
| 0.45% | 0.43% | $191.8万 | 1.9万股 | $226.3万 | 2.2万股 | -3,599股-16.05% | 减仓 |
 埃克森美孚XOM |
| 0.44% | 0.35% | $185.9万 | 1.6万股 | $186.1万 | 1.7万股 | -1,535股-8.85% | 减仓 |
| V先锋领航指数基金VOO |
| 0.44% | 0.36% | $184.4万 | 4,696股 | $188.9万 | 4,638股 | +58股+1.25% | 加仓 |
 阿斯麦ASML |
| 0.41% | 0.51% | $174.4万 | 2,963股 | $268.8万 | 3,709股 | -746股-20.11% | 减仓 |
