 苹果AAPL |
| 4.99% | 4.85% | $8,227.1万 | 28.4万股 | $7,282.2万 | 28.7万股 | -2,618股-0.91% | 减仓 |
| V先锋领航指数基金VOO |
| 3.96% | 3.17% | $6,521.9万 | 9.5万股 | $4,763.4万 | 8.0万股 | +1.5万股+19.12% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.59% | 3.47% | $5,912.7万 | 16.7万股 | $5,217.0万 | 18.2万股 | -1.5万股-7.99% | 减仓 |
 亚马逊AMZN |
| 3.42% | 3.47% | $5,632.2万 | 23.6万股 | $5,210.5万 | 25.0万股 | -1.4万股-5.54% | 减仓 |
 微软MSFT |
| 3.26% | 3.37% | $5,371.3万 | 14.4万股 | $5,070.4万 | 13.7万股 | +7,020股+5.13% | 加仓 |
 PALO ALTOPANW |
| 2.8% | 1.47% | $4,609.4万 | 13.5万股 | $2,207.4万 | 13.8万股 | -2,525股-1.83% | 减仓 |
 VisaV |
| 2.74% | 2.68% | $4,514.1万 | 13.2万股 | $4,022.3万 | 13.3万股 | -1,510股-1.13% | 减仓 |
 英伟达NVDA |
| 2.33% | 1.92% | $3,838.2万 | 19.2万股 | $2,889.1万 | 16.6万股 | +2.6万股+15.80% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.04% | 1.91% | $3,365.2万 | 4.5万股 | $2,873.4万 | 4.4万股 | +881股+1.99% | 加仓 |
 联合太平洋铁路UNP |
| 1.97% | 1.98% | $3,242.8万 | 11.9万股 | $2,972.0万 | 12.2万股 | -3,276股-2.67% | 减仓 |
 罗克韦尔自动化ROK |
| 1.87% | 1.55% | $3,082.5万 | 6.2万股 | $2,328.9万 | 6.5万股 | -2,631股-4.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.75% | 1.81% | $2,877.1万 | 5.7万股 | $2,713.9万 | 5.7万股 | +863股+1.52% | 加仓 |
 艺康ECL |
| 1.5% | 1.58% | $2,468.6万 | 8.9万股 | $2,378.9万 | 8.9万股 | -822股-0.92% | 减仓 |
 史赛克SYK |
| 1.41% | 1.62% | $2,324.2万 | 7.4万股 | $2,428.9万 | 7.4万股 | -98股-0.13% | 减仓 |
 标普全球SPGI |
| 1.41% | 1.63% | $2,324.2万 | 5.7万股 | $2,443.9万 | 5.7万股 | -389股-0.68% | 减仓 |
| N新纪元能源NEE |
| 1.39% | 1.64% | $2,286.7万 | 26.1万股 | $2,462.5万 | 26.5万股 | -4,593股-1.73% | 减仓 |
 礼来LLY |
| 1.33% | 1.15% | $2,198.0万 | 1.8万股 | $1,733.3万 | 1.9万股 | -520股-2.76% | 减仓 |
| V先锋领航指数基金VXF |
| 1.27% | 1% | $2,089.7万 | 8.5万股 | $1,505.5万 | 7.3万股 | +1.2万股+16.02% | 加仓 |
 IQVIAIQV |
| 1.26% | 1.32% | $2,069.8万 | 10.7万股 | $1,988.8万 | 11.7万股 | -9,496股-8.14% | 减仓 |
 空气化工APD |
| 1.24% | 1.4% | $2,034.5万 | 6.9万股 | $2,098.1万 | 7.2万股 | -2,833股-3.92% | 减仓 |
| T赛默飞世尔TMO |
| 1.21% | 1.32% | $1,986.5万 | 4.0万股 | $1,981.3万 | 4.0万股 | -685股-1.70% | 减仓 |
 谷歌AGOOGL |
| 1.19% | 1.09% | $1,954.6万 | 5.5万股 | $1,642.9万 | 5.7万股 | -2,441股-4.27% | 减仓 |
 AMERICAN TOWER COMAMT |
| 1.17% | 1.38% | $1,934.1万 | 11.8万股 | $2,068.6万 | 12.0万股 | -1,615股-1.35% | 减仓 |
 艾伯维ABBV |
| 1.06% | 1.03% | $1,751.2万 | 7.0万股 | $1,547.7万 | 7.1万股 | -1,569股-2.20% | 减仓 |
 伊顿ETN |
| 1.06% | 0.98% | $1,750.8万 | 4.1万股 | $1,472.1万 | 4.1万股 | -69股-0.17% | 减仓 |
 强生JNJ |
| 1.05% | 1.12% | $1,732.6万 | 6.8万股 | $1,683.7万 | 6.9万股 | -660股-0.96% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.03% | 1.12% | $1,702.5万 | 10.2万股 | $1,685.6万 | 9.7万股 | +4,964股+5.11% | 加仓 |
 雪佛龙CVX |
| 1.02% | 1.43% | $1,679.0万 | 10.1万股 | $2,145.2万 | 10.4万股 | -2,396股-2.31% | 减仓 |
| V先锋领航·MALVERN FDSVTIP |
| 1.01% | 1% | $1,661.8万 | 33.1万股 | $1,505.1万 | 30.1万股 | +3.0万股+9.80% | 加仓 |
 阿斯麦ASML |
| 0.97% | 0.68% | $1,590.2万 | 7,993股 | $1,028.8万 | 7,789股 | +204股+2.62% | 加仓 |
 ADPADP |
| 0.96% | 0.97% | $1,584.3万 | 7.1万股 | $1,453.0万 | 7.2万股 | -770股-1.08% | 减仓 |
 好市多COST |
| 0.92% | 0.86% | $1,513.5万 | 1.6万股 | $1,290.2万 | 1.3万股 | +3,231股+24.95% | 加仓 |
 摩根大通JPM |
| 0.91% | 0.91% | $1,501.1万 | 4.6万股 | $1,373.5万 | 4.7万股 | -835股-1.79% | 减仓 |
 ServiceNowNOW |
| 0.89% | 1.01% | $1,469.7万 | 14.8万股 | $1,514.2万 | 14.5万股 | +3,205股+2.21% | 加仓 |
 IDEXX LABS COMIDXX |
| 0.88% | 0.99% | $1,451.4万 | 2.8万股 | $1,480.2万 | 2.6万股 | +1,227股+4.66% | 加仓 |
 派克汉尼汾PH |
| 0.86% | 0.87% | $1,421.5万 | 1.5万股 | $1,302.1万 | 1.5万股 | -12股-0.08% | 减仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 0.85% | 0.91% | $1,394.5万 | 5.9万股 | $1,374.5万 | 6.4万股 | -4,979股-7.79% | 减仓 |
| G通用动力VTI |
| 0.84% | 0.77% | $1,387.5万 | 3.7万股 | $1,156.0万 | 3.6万股 | +1,462股+4.06% | 加仓 |
 APTARGROUPATR |
| 0.77% | 1.26% | $1,266.0万 | 10.1万股 | $1,889.9万 | 15.0万股 | -4.9万股-32.57% | 减仓 |
 Meta平台META |
| 0.76% | 0.84% | $1,247.0万 | 2.2万股 | $1,260.2万 | 2.2万股 | +110股+0.50% | 加仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 0.7% | 0.68% | $1,146.8万 | 4.4万股 | $1,020.9万 | 4.9万股 | -5,267股-10.79% | 减仓 |
 赛莱默XYL |
| 0.66% | 0.71% | $1,081.4万 | 9.1万股 | $1,064.7万 | 8.9万股 | +2,381股+2.67% | 加仓 |
 百事可乐PEP |
| 0.64% | 0.64% | $1,053.3万 | 7.8万股 | $960.1万 | 6.2万股 | +1.6万股+25.83% | 加仓 |
 TJXTJX |
| 0.61% | 0.57% | $1,001.0万 | 6.6万股 | $858.1万 | 5.4万股 | +1.2万股+22.96% | 加仓 |
 赛富时CRM |
| 0.58% | 1.05% | $960.2万 | 6.1万股 | $1,572.5万 | 8.4万股 | -2.3万股-27.24% | 减仓 |
 宝洁PG |
| 0.58% | 0.53% | $958.8万 | 6.5万股 | $801.1万 | 5.5万股 | +9,926股+17.90% | 加仓 |
| VVanEck Russia ETFBBH |
| 0.57% | 0.43% | $939.4万 | 9.0万股 | $649.4万 | 6.7万股 | +2.3万股+34.55% | 加仓 |
 LINCOLN ELECLECO |
| 0.55% | 0.57% | $908.7万 | 3.4万股 | $852.9万 | 3.4万股 | -15股-0.04% | 减仓 |
 Roper科技ROP |
| 0.53% | 0.86% | $880.6万 | 2.6万股 | $1,297.8万 | 3.7万股 | -1.1万股-29.05% | 减仓 |
 MONOLITHIC PWR SYSMPWR |
| 0.53% | 0.33% | $873.8万 | 6,321股 | $496.8万 | 4,544股 | +1,777股+39.11% | 加仓 |
