 应用材料AMAT |
| 6.52% | 6.9% | $1,887.2万 | 14.7万股 | $2,093.5万 | 14.7万股 | -417股-0.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.03% | 6.1% | $1,746.0万 | 6,551股 | $1,851.2万 | 7,386股 | -835股-11.31% | 减仓 |
 摩根大通JPM |
| 5.74% | 5.56% | $1,663.3万 | 10.2万股 | $1,688.1万 | 10.9万股 | -6,916股-6.37% | 减仓 |
 微软MSFT |
| 5.5% | 5.53% | $1,594.1万 | 5.7万股 | $1,677.5万 | 6.2万股 | -5,381股-8.69% | 减仓 |
 IQVIAIQV |
| 5.39% | 5.48% | $1,560.1万 | 6.5万股 | $1,662.5万 | 6.9万股 | -3,479股-5.07% | 减仓 |
 联合健康UNH |
| 5.29% | 5.5% | $1,533.2万 | 3.9万股 | $1,669.0万 | 4.2万股 | -2,439股-5.85% | 减仓 |
 万事达MA |
| 4.7% | 4.59% | $1,360.1万 | 3.9万股 | $1,393.3万 | 3.8万股 | +955股+2.50% | 加仓 |
 ADOBE COMADBE |
| 4.56% | 5.16% | $1,319.6万 | 2.3万股 | $1,566.0万 | 2.7万股 | -3,820股-14.29% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 4.47% | 4.48% | $1,293.6万 | 8.4万股 | $1,360.7万 | 9.1万股 | -6,594股-7.26% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 4.42% | 4.34% | $1,278.8万 | 22.0万股 | $1,318.5万 | 21.1万股 | +8,627股+4.09% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 4.27% | — | $1,237.9万 | 9.8万股 | $0 | 0股 | +9.8万股 | 新买入 |
| T赛默飞世尔TMO |
| 3.91% | 3.32% | $1,130.9万 | 2.0万股 | $1,006.3万 | 2.0万股 | -153股-0.77% | 减仓 |
 雅培ABT |
| 3.85% | 3.76% | $1,114.7万 | 9.4万股 | $1,140.2万 | 9.8万股 | -3,986股-4.05% | 减仓 |
 家得宝HD |
| 3.66% | 3.62% | $1,060.5万 | 3.2万股 | $1,099.1万 | 3.4万股 | -2,159股-6.26% | 减仓 |
 亚马逊AMZN |
| 3.65% | 3.85% | $1,058.1万 | 3,221股 | $1,167.2万 | 3,393股 | -172股-5.07% | 减仓 |
 DANAHER DEL COMDHR |
| 3.64% | 3.08% | $1,052.7万 | 3.5万股 | $934.3万 | 3.5万股 | -238股-0.68% | 减仓 |
 VisaV |
| 3.53% | 3.69% | $1,023.2万 | 4.6万股 | $1,121.2万 | 4.8万股 | -2,017股-4.21% | 减仓 |
 Meta平台META |
| 3.44% | 3.4% | $995.0万 | 2.9万股 | $1,030.6万 | 3.0万股 | -323股-1.09% | 减仓 |
 默沙东MRK |
| 3.4% | 3.44% | $983.9万 | 13.1万股 | $1,044.3万 | 13.4万股 | -3,292股-2.45% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 3.25% | 2.91% | $940.0万 | 2.6万股 | $883.1万 | 2.4万股 | +1,801股+7.41% | 加仓 |
 迪士尼DIS |
| 3% | 2.91% | $869.6万 | 5.1万股 | $882.4万 | 5.0万股 | +1,199股+2.39% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 2.35% | 2.13% | $681.7万 | 4.1万股 | $645.5万 | 4.2万股 | -313股-0.75% | 减仓 |
| IiShares安硕信托IVV |
| 1.48% | 1.47% | $428.0万 | 9,934股 | $445.6万 | 1.0万股 | -430股-4.15% | 减仓 |
| IiShares安硕信托IEFA |
| 1.15% | 1.01% | $333.5万 | 4.5万股 | $307.9万 | 4.1万股 | +3,784股+9.20% | 加仓 |
 ORGANON & CO COMMON STOCKOGN |
| 0.62% | 0.6% | $179.6万 | 5.5万股 | $181.6万 | 6.0万股 | -5,220股-8.70% | 减仓 |
| BBANK OF AMERBAC |
| 0.56% | 0.45% | $161.3万 | 3.8万股 | $136.1万 | 3.3万股 | +5,000股+15.15% | 加仓 |
| IiShares安硕·COREIJH |
| 0.44% | 0.41% | $126.4万 | 4,804股 | $124.0万 | 4,615股 | +189股+4.10% | 加仓 |
| IiShares安硕IEMG |
| 0.38% | 0.36% | $109.6万 | 1.8万股 | $110.0万 | 1.6万股 | +1,328股+8.09% | 加仓 |
 DOLLAR GEN NEWDG |
| 0.26% | 3.59% | $74.2万 | 3,500股 | $1,089.0万 | 5.0万股 | -4.7万股-93.05% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.25% | 1.93% | $73.7万 | 3,000股 | $586.9万 | 2.4万股 | -2.1万股-87.57% | 减仓 |
| IiShares安硕·COREIJR |
| 0.23% | 0.22% | $67.0万 | 6,139股 | $67.1万 | 5,935股 | +204股+3.44% | 加仓 |
 苹果AAPL |
| 0.07% | 0.17% | $20.7万 | 1,464股 | $50.1万 | 3,656股 | -2,192股-59.96% | 减仓 |
