 苹果AAPL |
| 10.46% | 20.74% | $7,910.1万 | 27.3万股 | $7,011.7万 | 27.6万股 | -2,914股-1.05% | 减仓 |
 台积电TSM |
| 9.38% | 15.01% | $7,096.8万 | 14.9万股 | $5,072.8万 | 15.0万股 | -1,503股-1.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 9.3% | — | $7,032.7万 | 19.9万股 | $0 | 0股 | +19.9万股 | 新买入 |
 亚马逊AMZN |
| 7.76% | 15.84% | $5,867.6万 | 24.6万股 | $5,355.3万 | 25.7万股 | -1.1万股-4.26% | 减仓 |
 谷歌AGOOGL |
| 7.36% | — | $5,562.4万 | 15.6万股 | $0 | 0股 | +15.6万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 6.95% | 14.91% | $5,254.5万 | 10.5万股 | $5,039.8万 | 10.5万股 | -164股-0.16% | 减仓 |
 万事达MA |
| 6.75% | — | $5,108.1万 | 9.9万股 | $0 | 0股 | +9.9万股 | 新买入 |
 Meta平台META |
| 6.33% | — | $4,783.4万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 微软MSFT |
| 6.06% | 13.95% | $4,581.3万 | 12.3万股 | $4,715.3万 | 12.7万股 | -4,566股-3.58% | 减仓 |
 PRIMERICAPRI |
| 4.88% | — | $3,687.9万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 ZOETIS CL AZTS |
| 4.74% | — | $3,581.7万 | 49.8万股 | $0 | 0股 | +49.8万股 | 新买入 |
 联合健康UNH |
| 4.67% | — | $3,531.2万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
 诺和诺德NVO |
| 3.04% | 7.82% | $2,297.2万 | 47.9万股 | $2,643.2万 | 71.9万股 | -24.0万股-33.38% | 减仓 |
 IDEXX LABS COMIDXX |
| 2.42% | — | $1,832.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 标普全球SPGI |
| 2.21% | — | $1,674.5万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 NETFLIXNFLX |
| 1.85% | — | $1,395.9万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 POOLPOOL |
| 1.72% | — | $1,302.5万 | 6.1万股 | $0 | 0股 | +6.1万股 | 新买入 |
| C花旗集团C |
| 1.04% | 1.88% | $783.8万 | 5.6万股 | $635.1万 | 5.6万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.81% | — | $611.8万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 TRAVELERS COSTRV |
| 0.42% | 0.83% | $317.5万 | 9,617股 | $280.5万 | 9,617股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 0.39% | — | $292.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 芝加哥商品交易所CME |
| 0.35% | — | $262.9万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| SSTELLAR BANCORPSTEL |
| 0.18% | 0.08% | $136.5万 | 3.5万股 | $25.7万 | 7,033股 | +2.8万股+393.67% | 加仓 |
 康宁GLW |
| 0.18% | 0.21% | $133.2万 | 5,215股 | $70.9万 | 5,215股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.13% | — | $100.9万 | 1,351股 | $0 | 0股 | +1,351股 | 新买入 |
 HUNTINGTON BANCSHARES COMHBAN |
| 0.12% | 0.24% | $91.9万 | 5.2万股 | $81.1万 | 5.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 0.11% | — | $86.4万 | 2,519股 | $0 | 0股 | +2,519股 | 新买入 |
| N新纪元能源NEE |
| 0.08% | — | $61.6万 | 7,016股 | $0 | 0股 | +7,016股 | 新买入 |
 强生JNJ |
| 0.06% | 0.13% | $46.3万 | 1,823股 | $44.6万 | 1,823股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.05% | — | $37.1万 | 1,956股 | $0 | 0股 | +1,956股 | 新买入 |
 SOUTHWEST AIRLS COMLUV |
| 0.04% | — | $33.5万 | 6,521股 | $0 | 0股 | +6,521股 | 新买入 |
 默沙东MRK |
| 0.04% | — | $31.7万 | 2,469股 | $0 | 0股 | +2,469股 | 新买入 |
 雪佛龙CVX |
| 0.04% | 0.11% | $28.9万 | 1,745股 | $36.1万 | 1,745股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.04% | — | $26.5万 | 631股 | $0 | 0股 | +631股 | 新买入 |
 艾默生电气EMR |
| 0.03% | — | $22.4万 | 1,567股 | $0 | 0股 | +1,567股 | 新买入 |
| BBAUSCH HEALTH COSBHC |
| 0.03% | 0.07% | $20.8万 | 4.2万股 | $22.8万 | 4.2万股 | 00.00% | 持仓不变 |
