 苹果AAPL |
| 5.75% | 5.68% | $1.67亿 | 65.7万股 | $1.67亿 | 65.8万股 | -436股-0.07% | 减仓 |
 微软MSFT |
| 3.78% | 3.78% | $1.10亿 | 29.7万股 | $1.11亿 | 30.0万股 | -3,712股-1.24% | 减仓 |
 谷歌AGOOGL |
| 3.78% | 3.81% | $1.10亿 | 38.2万股 | $1.12亿 | 39.0万股 | -8,010股-2.06% | 减仓 |
 好市多COST |
| 3.36% | 3.32% | $9,744.6万 | 9.8万股 | $9,744.6万 | 9.8万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 3.24% | 3.24% | $9,416.7万 | 95.7万股 | $9,521.3万 | 96.8万股 | -1.1万股-1.10% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 2.68% | 2.68% | $7,787.7万 | 16.3万股 | $7,883.1万 | 16.5万股 | -1,990股-1.21% | 减仓 |
 雪佛龙CVX |
| 2.21% | 2.19% | $6,424.9万 | 31.1万股 | $6,444.4万 | 31.1万股 | -941股-0.30% | 减仓 |
 Arista网络ANET |
| 2.16% | 2.15% | $6,276.8万 | 51.1万股 | $6,316.6万 | 51.4万股 | -3,245股-0.63% | 减仓 |
 英特尔INTC |
| 1.83% | 0.6% | $5,321.8万 | 38.0万股 | $1,758.7万 | 39.9万股 | -1.8万股-4.62% | 减仓 |
 摩根大通JPM |
| 1.8% | 1.78% | $5,234.4万 | 17.8万股 | $5,234.4万 | 17.8万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.78% | 1.76% | $5,162.5万 | 21.1万股 | $5,162.5万 | 21.1万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.69% | 1.67% | $4,902.5万 | 28.9万股 | $4,905.9万 | 28.9万股 | -200股-0.07% | 减仓 |
 LOWES COS COMLOW |
| 1.57% | 1.55% | $4,550.5万 | 19.3万股 | $4,565.4万 | 19.3万股 | -632股-0.33% | 减仓 |
 CORTEVA COMCTVA |
| 1.4% | 1.43% | $4,057.9万 | 48.5万股 | $4,198.4万 | 50.2万股 | -1.7万股-3.35% | 减仓 |
 雷神技术RTX |
| 1.33% | 1.36% | $3,855.8万 | 20.0万股 | $3,997.7万 | 20.7万股 | -7,355股-3.55% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.32% | 1.3% | $3,831.0万 | 13.4万股 | $3,831.0万 | 13.4万股 | 00.00% | 持仓不变 |
 ALLISON TRANSMISSION IALSN |
| 1.29% | 1.31% | $3,744.5万 | 32.0万股 | $3,851.5万 | 32.9万股 | -9,142股-2.78% | 减仓 |
 亚马逊AMZN |
| 1.28% | 1.27% | $3,724.1万 | 17.9万股 | $3,732.2万 | 17.9万股 | -390股-0.22% | 减仓 |
| FFASTENAL COMFAST |
| 1.25% | 1.23% | $3,614.2万 | 77.9万股 | $3,623.9万 | 78.1万股 | -2,100股-0.27% | 减仓 |
 江森自控JCI |
| 1.24% | 1.25% | $3,589.6万 | 27.4万股 | $3,670.2万 | 28.0万股 | -6,150股-2.19% | 减仓 |
 甲骨文ORCL |
| 1.23% | 1.21% | $3,562.3万 | 24.2万股 | $3,562.3万 | 24.2万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 1.21% | 1.24% | $3,511.9万 | 11.6万股 | $3,647.0万 | 12.1万股 | -4,465股-3.70% | 减仓 |
 WELLS FARGO NEWWFC |
| 1.18% | 1.19% | $3,416.2万 | 42.9万股 | $3,483.7万 | 43.8万股 | -8,479股-1.94% | 减仓 |
 艾默生电气EMR |
| 1.11% | 1.1% | $3,227.1万 | 24.6万股 | $3,227.1万 | 24.6万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.1% | 1.09% | $3,186.7万 | 14.7万股 | $3,190.0万 | 14.7万股 | -150股-0.10% | 减仓 |
 MCKESSON COMMCK |
| 1.06% | 1.08% | $3,066.3万 | 3.5万股 | $3,171.0万 | 3.7万股 | -1,210股-3.30% | 减仓 |
 联合健康UNH |
| 0.98% | 1.03% | $2,856.1万 | 10.6万股 | $3,013.1万 | 11.1万股 | -5,800股-5.21% | 减仓 |
| SSPDR黄金信托GLD |
| 0.98% | 1% | $2,840.0万 | 6.6万股 | $2,948.0万 | 6.9万股 | -2,510股-3.66% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 0.98% | 0.96% | $2,830.6万 | 62.5万股 | $2,830.6万 | 62.5万股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.96% | 0.95% | $2,780.5万 | 35.8万股 | $2,780.5万 | 35.8万股 | 00.00% | 持仓不变 |
 杜邦DD |
| 0.95% | 0.32% | $2,751.7万 | 20.2万股 | $926.7万 | 20.2万股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.93% | 0.97% | $2,698.1万 | 52.5万股 | $2,858.1万 | 55.6万股 | -3.1万股-5.60% | 减仓 |
 卡特彼勒CAT |
| 0.92% | 0.91% | $2,678.0万 | 3.8万股 | $2,678.0万 | 3.8万股 | 00.00% | 持仓不变 |
 史赛克SYK |
| 0.89% | 0.88% | $2,587.8万 | 7.9万股 | $2,587.8万 | 7.9万股 | 00.00% | 持仓不变 |
 LabcorpECL |
| 0.89% | 0.94% | $2,584.5万 | 9.7万股 | $2,753.9万 | 10.3万股 | -6,350股-6.15% | 减仓 |
 麦当劳MCD |
| 0.83% | 0.82% | $2,417.4万 | 7.8万股 | $2,417.4万 | 7.8万股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.82% | 0.81% | $2,377.9万 | 2.7万股 | $2,377.9万 | 2.7万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 0.8% | 1.29% | $2,313.7万 | 18.7万股 | $3,795.7万 | 19.1万股 | -4,836股-2.53% | 减仓 |
 百事可乐PEP |
| 0.8% | 0.81% | $2,309.7万 | 14.9万股 | $2,384.3万 | 15.4万股 | -4,808股-3.13% | 减仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.78% | 0.77% | $2,264.7万 | 8.0万股 | $2,267.5万 | 8.0万股 | -100股-0.12% | 减仓 |
| EENTEGRISENTG |
| 0.73% | 0.76% | $2,112.0万 | 18.0万股 | $2,241.8万 | 19.1万股 | -1.1万股-5.79% | 减仓 |
 宝洁PG |
| 0.72% | 0.72% | $2,098.0万 | 14.5万股 | $2,100.9万 | 14.5万股 | -200股-0.14% | 减仓 |
 雅培ABT |
| 0.71% | 0.7% | $2,065.2万 | 20.1万股 | $2,066.7万 | 20.1万股 | -150股-0.07% | 减仓 |
 雅保ALB |
| 0.71% | 0.7% | $2,053.2万 | 11.4万股 | $2,053.2万 | 11.4万股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 0.69% | 0.68% | $2,005.6万 | 25.0万股 | $2,005.6万 | 25.0万股 | 00.00% | 持仓不变 |
| Q高通QCOM |
| 0.69% | 0.68% | $1,991.8万 | 15.5万股 | $1,991.8万 | 15.5万股 | 00.00% | 持仓不变 |
 MONDELEZ INTL CL AMDLZ |
| 0.67% | 0.68% | $1,935.6万 | 33.6万股 | $1,992.5万 | 34.6万股 | -9,871股-2.86% | 减仓 |
 SYSCO COMSYY |
| 0.62% | 0.66% | $1,813.5万 | 25.4万股 | $1,949.0万 | 27.3万股 | -1.9万股-6.95% | 减仓 |
 沃尔玛WMT |
| 0.62% | 0.62% | $1,802.1万 | 14.5万股 | $1,807.7万 | 14.5万股 | -450股-0.31% | 减仓 |
 Meta平台META |
| 0.62% | 0.61% | $1,789.9万 | 3.1万股 | $1,789.9万 | 3.1万股 | 00.00% | 持仓不变 |
