 英伟达NVDA |
| 3.28% | 3.91% | $669.4万 | 3.3万股 | $646.8万 | 3.7万股 | -3,632股-9.79% | 减仓 |
 泛林集团LRCX |
| 3.05% | 2.44% | $621.6万 | 1.4万股 | $404.6万 | 1.9万股 | -4,592股-24.25% | 减仓 |
 AMD超威AMD |
| 2.24% | 1.2% | $458.0万 | 7,884股 | $198.5万 | 9,757股 | -1,873股-19.20% | 减仓 |
 安费诺APH |
| 2.07% | 2.02% | $422.0万 | 2.4万股 | $335.0万 | 2.7万股 | -2,579股-9.73% | 减仓 |
 卡特彼勒CAT |
| 1.78% | 1.73% | $363.5万 | 3,413股 | $286.1万 | 4,039股 | -626股-15.50% | 减仓 |
 苹果AAPL |
| 1.78% | 2.09% | $363.4万 | 1.3万股 | $346.4万 | 1.4万股 | -1,090股-7.99% | 减仓 |
 沃尔玛WMT |
| 1.75% | 2.5% | $356.2万 | 3.1万股 | $413.9万 | 3.3万股 | -1,855股-5.57% | 减仓 |
 ANALOG DEVICES COMADI |
| 1.71% | 1.9% | $349.5万 | 8,801股 | $314.8万 | 9,895股 | -1,094股-11.06% | 减仓 |
 摩根大通JPM |
| 1.7% | 2.03% | $347.6万 | 1.1万股 | $336.7万 | 1.1万股 | -829股-7.24% | 减仓 |
 固安捷GWW |
| 1.65% | 1.75% | $336.7万 | 2,475股 | $289.6万 | 2,655股 | -180股-6.78% | 减仓 |
 亚马逊AMZN |
| 1.6% | 1.85% | $326.5万 | 1.4万股 | $305.7万 | 1.5万股 | -983股-6.70% | 减仓 |
 谷歌AGOOGL |
| 1.53% | — | $313.0万 | 8,759股 | $0 | 0股 | +8,759股 | 新买入 |
 好市多COST |
| 1.52% | 2.15% | $310.9万 | 3,323股 | $355.6万 | 3,569股 | -246股-6.89% | 减仓 |
 博通AVGO |
| 1.49% | — | $304.3万 | 8,055股 | $0 | 0股 | +8,055股 | 新买入 |
 美国运通AXP |
| 1.39% | 1.63% | $283.0万 | 8,367股 | $270.5万 | 8,944股 | -577股-6.45% | 减仓 |
 思科CSCO |
| 1.36% | 1.35% | $276.7万 | 2.4万股 | $223.1万 | 2.9万股 | -5,202股-18.09% | 减仓 |
 ExpediaEXPE |
| 1.31% | 1.52% | $268.3万 | 1.6万股 | $252.0万 | 1.8万股 | -1,136股-6.46% | 减仓 |
 AFLAC COMAFL |
| 1.31% | 1.61% | $266.9万 | 2.3万股 | $266.9万 | 2.4万股 | -1,562股-6.42% | 减仓 |
 VisaV |
| 1.3% | — | $266.2万 | 7,758股 | $0 | 0股 | +7,758股 | 新买入 |
 艾默生电气EMR |
| 1.29% | 1.54% | $263.8万 | 1.8万股 | $255.8万 | 2.0万股 | -1,098股-5.62% | 减仓 |
 AMGEN COMAMGN |
| 1.25% | 1.61% | $254.5万 | 7,028股 | $266.5万 | 7,574股 | -546股-7.21% | 减仓 |
 ILLINOIS TOOLITW |
| 1.19% | 1.49% | $243.0万 | 8,986股 | $246.8万 | 9,481股 | -495股-5.22% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.18% | 1.55% | $240.7万 | 2.6万股 | $256.9万 | 2.8万股 | -1,687股-6.06% | 减仓 |
 哈勃HUBB |
| 1.16% | 1.43% | $237.3万 | 4,536股 | $237.1万 | 4,832股 | -296股-6.13% | 减仓 |
 CencoraCOR |
| 1.16% | 1.69% | $236.3万 | 8,352股 | $280.0万 | 8,912股 | -560股-6.28% | 减仓 |
 史赛克SYK |
| 1.13% | 1.55% | $230.4万 | 7,318股 | $256.1万 | 7,793股 | -475股-6.10% | 减仓 |
 强生JNJ |
| 1.11% | 1.44% | $227.4万 | 8,955股 | $238.4万 | 9,754股 | -799股-8.19% | 减仓 |
| FFASTENAL COMFAST |
| 1.08% | 1.32% | $219.6万 | 4.6万股 | $219.2万 | 4.7万股 | -1,517股-3.21% | 减仓 |
 艾伯维ABBV |
| 1.04% | — | $212.6万 | 8,449股 | $0 | 0股 | +8,449股 | 新买入 |
 雪佛龙CVX |
| 1.04% | 1.73% | $212.3万 | 1.3万股 | $287.1万 | 1.4万股 | -1,070股-7.71% | 减仓 |
 宣伟SHW |
| 1.04% | 1.21% | $211.5万 | 6,142股 | $200.0万 | 6,240股 | -98股-1.57% | 减仓 |
 CHURCH & DWIGHTCHD |
| 1.03% | 1.3% | $210.8万 | 2.2万股 | $215.4万 | 2.3万股 | -1,319股-5.71% | 减仓 |
 实耐宝SNA |
| 1.03% | 1.24% | $209.2万 | 5,198股 | $205.3万 | 5,653股 | -455股-8.05% | 减仓 |
 宝洁PG |
| 1.02% | 1.28% | $207.8万 | 1.4万股 | $211.2万 | 1.5万股 | -454股-3.10% | 减仓 |
 CARLISLE COSCSL |
| 1% | 1.18% | $204.4万 | 5,636股 | $195.3万 | 5,855股 | -219股-3.74% | 减仓 |
 微软MSFT |
| 1% | 1.31% | $204.1万 | 5,471股 | $217.4万 | 5,873股 | -402股-6.84% | 减仓 |
 埃克森美孚XOM |
| 1% | 1.69% | $203.7万 | 1.5万股 | $280.3万 | 1.7万股 | -1,619股-9.80% | 减仓 |
| T赛默飞世尔TMO |
| 1% | 1.29% | $203.2万 | 4,052股 | $212.9万 | 4,331股 | -279股-6.44% | 减仓 |
 高露洁CL |
| 0.97% | 1.1% | $198.6万 | 2.2万股 | $181.6万 | 2.1万股 | +354股+1.66% | 加仓 |
 甲骨文ORCL |
| 0.97% | — | $198.4万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 艺康ECL |
| 0.97% | 1.2% | $198.1万 | 7,109股 | $198.9万 | 7,476股 | -367股-4.91% | 减仓 |
 百事可乐PEP |
| 0.94% | 1.38% | $191.7万 | 1.4万股 | $228.4万 | 1.5万股 | -554股-3.77% | 减仓 |
 空气化工APD |
| 0.92% | 1.2% | $188.0万 | 6,414股 | $199.3万 | 6,862股 | -448股-6.53% | 减仓 |
 万豪MAR |
| 0.91% | 0.95% | $185.1万 | 4,994股 | $157.4万 | 4,812股 | +182股+3.78% | 加仓 |
 麦当劳MCD |
| 0.91% | 1.32% | $184.8万 | 6,838股 | $219.2万 | 7,053股 | -215股-3.05% | 减仓 |
 LOWES COS COMLOW |
| 0.89% | 0.81% | $180.9万 | 8,203股 | $133.5万 | 5,650股 | +2,553股+45.19% | 加仓 |
 ADPADP |
| 0.88% | 1.01% | $180.0万 | 8,038股 | $166.8万 | 8,210股 | -172股-2.10% | 减仓 |
 雷神技术RTX |
| 0.88% | — | $179.6万 | 9,467股 | $0 | 0股 | +9,467股 | 新买入 |
 德州仪器TXN |
| 0.87% | 0.73% | $177.3万 | 5,949股 | $120.1万 | 6,184股 | -235股-3.80% | 减仓 |
 BOOKING COMBKNG |
| 0.86% | — | $175.8万 | 9,861股 | $0 | 0股 | +9,861股 | 新买入 |
