 AMD超威AMD |
| 7.23% | 3.21% | $2,805.2万 | 4.8万股 | $1,104.0万 | 5.4万股 | -5,977股-11.01% | 减仓 |
 谷歌AGOOGL |
| 6.26% | 6.24% | $2,427.3万 | 6.8万股 | $2,142.3万 | 7.4万股 | -6,576股-8.83% | 减仓 |
 英伟达NVDA |
| 5.39% | 5.44% | $2,091.8万 | 10.5万股 | $1,867.3万 | 10.7万股 | -2,529股-2.36% | 减仓 |
 苹果AAPL |
| 5.24% | 5.39% | $2,034.0万 | 7.0万股 | $1,851.2万 | 7.3万股 | -2,651股-3.63% | 减仓 |
 应用材料AMAT |
| 4.67% | 2.55% | $1,810.0万 | 2.5万股 | $874.2万 | 2.6万股 | -542股-2.12% | 减仓 |
 ANALOG DEVICES COMADI |
| 4.43% | 4.47% | $1,717.2万 | 4.3万股 | $1,535.1万 | 4.8万股 | -5,015股-10.39% | 减仓 |
 强生JNJ |
| 3.9% | 4.36% | $1,513.6万 | 6.0万股 | $1,496.2万 | 6.1万股 | -1,611股-2.63% | 减仓 |
 微软MSFT |
| 3.7% | 4.1% | $1,434.1万 | 3.8万股 | $1,407.5万 | 3.8万股 | +424股+1.12% | 加仓 |
 亚马逊AMZN |
| 3.68% | 3.61% | $1,425.9万 | 6.0万股 | $1,240.8万 | 6.0万股 | +249股+0.42% | 加仓 |
 万事达MA |
| 3.32% | 3.62% | $1,288.4万 | 2.5万股 | $1,242.2万 | 2.5万股 | +225股+0.91% | 加仓 |
 雷神技术RTX |
| 3.32% | 3.97% | $1,287.2万 | 6.8万股 | $1,363.0万 | 7.1万股 | -2,813股-3.98% | 减仓 |
 罗克韦尔自动化ROK |
| 3.26% | 2.73% | $1,263.0万 | 2.6万股 | $936.1万 | 2.6万股 | -574股-2.20% | 减仓 |
 TJXTJX |
| 3.04% | 3.65% | $1,178.4万 | 7.8万股 | $1,252.5万 | 7.8万股 | -648股-0.83% | 减仓 |
 礼来LLY |
| 2.9% | 2.36% | $1,126.5万 | 9,392股 | $810.9万 | 8,816股 | +576股+6.53% | 加仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.86% | 2.72% | $1,111.2万 | 17.0万股 | $934.0万 | 17.2万股 | -1,118股-0.65% | 减仓 |
 宝洁PG |
| 2.52% | 2.85% | $978.8万 | 6.7万股 | $978.6万 | 6.8万股 | -1,006股-1.48% | 减仓 |
 ADPADP |
| 2.27% | 2.36% | $881.8万 | 3.9万股 | $811.6万 | 4.0万股 | -570股-1.43% | 减仓 |
 家得宝HD |
| 2.25% | 2.36% | $872.0万 | 2.5万股 | $810.2万 | 2.5万股 | +93股+0.38% | 加仓 |
 DANAHER DEL COMDHR |
| 2.22% | 2.53% | $862.4万 | 4.5万股 | $868.0万 | 4.6万股 | -508股-1.11% | 减仓 |
 雅培ABT |
| 2.14% | 2.75% | $830.4万 | 9.2万股 | $942.9万 | 9.2万股 | -329股-0.36% | 减仓 |
 福泰制药VRTX |
| 2.04% | 2% | $790.1万 | 1.6万股 | $688.3万 | 1.5万股 | +493股+3.20% | 加仓 |
 赛莱默XYL |
| 1.99% | 2.28% | $772.3万 | 6.5万股 | $782.2万 | 6.5万股 | -123股-0.19% | 减仓 |
 APTARGROUPATR |
| 1.94% | 2.45% | $752.6万 | 6.0万股 | $842.9万 | 6.7万股 | -6,779股-10.14% | 减仓 |
 雪佛龙CVX |
| 1.9% | 2.69% | $737.3万 | 4.4万股 | $923.4万 | 4.5万股 | -150股-0.34% | 减仓 |
 美国运通AXP |
| 1.69% | 1.43% | $654.9万 | 1.9万股 | $492.6万 | 1.6万股 | +3,076股+18.89% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 1.54% | 1.88% | $599.1万 | 8股 | $646.3万 | 9股 | -1股-11.11% | 减仓 |
 加拿大国家铁路CNI |
| 1.52% | 1.58% | $591.5万 | 5.0万股 | $541.6万 | 5.3万股 | -3,095股-5.87% | 减仓 |
 优步UBER |
| 1.41% | 1.44% | $547.2万 | 7.6万股 | $493.3万 | 6.9万股 | +7,256股+10.58% | 加仓 |
 嘉信理财SCHW |
| 1.32% | 1.36% | $513.3万 | 5.6万股 | $465.7万 | 5.0万股 | +6,070股+12.25% | 加仓 |
 埃克森美孚XOM |
| 1.15% | 1.63% | $446.7万 | 3.3万股 | $559.4万 | 3.3万股 | -300股-0.91% | 减仓 |
 博通AVGO |
| 0.96% | 0.5% | $372.6万 | 9,864股 | $170.4万 | 5,507股 | +4,357股+79.12% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.91% | 0.4% | $354.3万 | 2.1万股 | $138.5万 | 8,525股 | +1.3万股+149.35% | 加仓 |
| N新纪元能源NEE |
| 0.68% | 0.3% | $265.7万 | 3.0万股 | $103.2万 | 1.1万股 | +1.9万股+172.35% | 加仓 |
| MMUENCHENER RUECKVER AG REG |
| 0.64% | 0.81% | $247.0万 | 4,436股 | $276.5万 | 4,436股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.58% | 0.64% | $224.4万 | 4,485股 | $220.0万 | 4,590股 | -105股-2.29% | 减仓 |
 默沙东MRK |
| 0.57% | 0.61% | $223.0万 | 1.7万股 | $211.1万 | 1.8万股 | -200股-1.14% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.6% | $220.6万 | 8,766股 | $204.9万 | 9,422股 | -656股-6.96% | 减仓 |
 阿斯麦ASML |
| 0.46% | 0.35% | $179.5万 | 915股 | $121.5万 | 920股 | -5股-0.54% | 减仓 |
| RROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSRHHBY |
| 0.32% | 0.35% | $122.9万 | 2.4万股 | $119.1万 | 2.4万股 | -10股-0.04% | 减仓 |
 卡特彼勒CAT |
| 0.29% | 0.23% | $111.8万 | 1,050股 | $79.7万 | 1,125股 | -75股-6.67% | 减仓 |
 艾默生电气EMR |
| 0.26% | 0.27% | $100.0万 | 6,987股 | $91.5万 | 6,987股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.21% | 0.26% | $81.5万 | 7,200股 | $89.5万 | 7,200股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.17% | 0.18% | $64.1万 | 1,010股 | $60.8万 | 1,080股 | -70股-6.48% | 减仓 |
 BANK MONTREAL MEDIUM COMBMO |
| 0.16% | 0.14% | $61.8万 | 3,500股 | $47.4万 | 3,500股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.16% | 0.16% | $61.1万 | 2,245股 | $54.6万 | 2,250股 | -5股-0.22% | 减仓 |
 联合健康UNH |
| 0.15% | 0.91% | $58.8万 | 1,415股 | $311.2万 | 1.2万股 | -1.0万股-87.70% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.14% | 0.13% | $55.1万 | 1,560股 | $44.8万 | 1,560股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 0.14% | 0.71% | $54.5万 | 1.1万股 | $245.4万 | 4.4万股 | -3.3万股-74.73% | 减仓 |
 英特尔INTC |
| 0.12% | — | $46.5万 | 3,332股 | $0 | 0股 | +3,332股 | 新买入 |
 百事可乐PEP |
| 0.11% | 0.24% | $43.3万 | 3,200股 | $83.5万 | 5,375股 | -2,175股-40.47% | 减仓 |
