 苹果AAPL |
| 5.81% | 6.02% | $6,772.9万 | 23.4万股 | $6,096.2万 | 24.0万股 | -6,142股-2.56% | 减仓 |
 英伟达NVDA |
| 5.07% | 5.15% | $5,914.6万 | 29.6万股 | $5,218.8万 | 29.9万股 | -3,644股-1.22% | 减仓 |
 AMD超威AMD |
| 4.44% | 1.94% | $5,174.6万 | 8.9万股 | $1,967.6万 | 9.7万股 | -7,645股-7.90% | 减仓 |
 应用材料AMAT |
| 3.64% | 2.13% | $4,244.1万 | 5.9万股 | $2,162.9万 | 6.3万股 | -4,583股-7.24% | 减仓 |
 礼来LLY |
| 2.98% | 2.79% | $3,480.4万 | 2.9万股 | $2,831.1万 | 3.1万股 | -1,764股-5.73% | 减仓 |
 卡特彼勒CAT |
| 2.91% | 2.38% | $3,393.5万 | 3.2万股 | $2,407.0万 | 3.4万股 | -2,109股-6.21% | 减仓 |
 微软MSFT |
| 2.9% | 3.18% | $3,385.0万 | 9.1万股 | $3,221.7万 | 8.7万股 | +3,713股+4.27% | 加仓 |
 亚马逊AMZN |
| 2.79% | 2.88% | $3,249.6万 | 13.6万股 | $2,921.2万 | 14.0万股 | -3,920股-2.79% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 2.58% | 2.46% | $3,012.4万 | 8.5万股 | $2,492.1万 | 8.7万股 | -1,618股-1.86% | 减仓 |
 谷歌AGOOGL |
| 2.49% | 2.44% | $2,908.3万 | 8.1万股 | $2,469.5万 | 8.6万股 | -4,499股-5.24% | 减仓 |
 VisaV |
| 2.42% | 2.48% | $2,826.0万 | 8.2万股 | $2,513.7万 | 8.3万股 | -803股-0.97% | 减仓 |
 Meta平台META |
| 2.22% | 2.6% | $2,589.1万 | 4.6万股 | $2,629.7万 | 4.6万股 | 00.00% | 持仓不变 |
 好市多COST |
| 1.9% | 2.33% | $2,215.6万 | 2.4万股 | $2,362.7万 | 2.4万股 | -27股-0.11% | 减仓 |
 康明斯CMI |
| 1.86% | 1.67% | $2,166.3万 | 3.0万股 | $1,694.1万 | 3.1万股 | -1,114股-3.54% | 减仓 |
 CrowdStrikeCRWD |
| 1.82% | 0.96% | $2,116.7万 | 2.8万股 | $976.6万 | 2.5万股 | +2,721股+10.88% | 加仓 |
 迪尔DE |
| 1.7% | 1.72% | $1,976.6万 | 3.1万股 | $1,747.6万 | 3.1万股 | +137股+0.44% | 加仓 |
| IIBMIBM |
| 1.56% | 1.54% | $1,814.2万 | 6.5万股 | $1,556.5万 | 6.4万股 | +299股+0.47% | 加仓 |
 PALO ALTOPANW |
| 1.49% | 0.81% | $1,734.5万 | 5.1万股 | $816.2万 | 5.1万股 | -48股-0.09% | 减仓 |
 联合太平洋铁路UNP |
| 1.45% | 1.51% | $1,694.0万 | 6.2万股 | $1,530.4万 | 6.3万股 | -801股-1.27% | 减仓 |
| Q高通QCOM |
| 1.4% | 1.18% | $1,626.7万 | 8.8万股 | $1,195.4万 | 9.3万股 | -4,796股-5.17% | 减仓 |
 家得宝HD |
| 1.37% | 1.52% | $1,593.1万 | 4.5万股 | $1,539.9万 | 4.7万股 | -1,650股-3.52% | 减仓 |
 星巴克SBUX |
| 1.37% | 1.38% | $1,592.8万 | 15.6万股 | $1,396.6万 | 15.6万股 | -30股-0.02% | 减仓 |
 艾伯维ABBV |
| 1.33% | 1.31% | $1,550.6万 | 6.2万股 | $1,330.9万 | 6.1万股 | +425股+0.69% | 加仓 |
 AMGEN COMAMGN |
| 1.32% | 1.5% | $1,533.3万 | 4.2万股 | $1,517.2万 | 4.3万股 | -778股-1.80% | 减仓 |
 霍尼韦尔HON |
| 1.24% | 1.44% | $1,445.5万 | 6.5万股 | $1,454.0万 | 6.4万股 | +223股+0.35% | 加仓 |
 嘉信理财SCHW |
| 1.24% | 1.48% | $1,444.0万 | 15.6万股 | $1,495.0万 | 15.9万股 | -2,589股-1.63% | 减仓 |
 默沙东MRK |
| 1.15% | 1.27% | $1,335.8万 | 10.4万股 | $1,285.2万 | 10.7万股 | -2,897股-2.71% | 减仓 |
 安桥ENB |
| 1.14% | 1.37% | $1,334.5万 | 24.6万股 | $1,390.4万 | 25.7万股 | -1.1万股-4.15% | 减仓 |
 罗克韦尔自动化ROK |
| 1.1% | 0.96% | $1,276.8万 | 2.6万股 | $976.7万 | 2.7万股 | -1,427股-5.24% | 减仓 |
 百事可乐PEP |
| 1.07% | 1.41% | $1,246.7万 | 9.2万股 | $1,429.7万 | 9.2万股 | +5股+0.01% | 加仓 |
 强生JNJ |
| 1.06% | 1.18% | $1,236.2万 | 4.9万股 | $1,190.6万 | 4.9万股 | -32股-0.07% | 减仓 |
 新思科技SNPS |
| 1.06% | 1.08% | $1,231.9万 | 2.8万股 | $1,093.3万 | 2.8万股 | +39股+0.14% | 加仓 |
 CARRIER GLOBALCARR |
| 1.03% | 0.9% | $1,196.3万 | 16.3万股 | $912.5万 | 16.2万股 | +1,040股+0.64% | 加仓 |
 NETFLIXNFLX |
| 1.01% | 1.42% | $1,172.8万 | 16.4万股 | $1,439.3万 | 15.0万股 | +1.5万股+9.72% | 加仓 |
 麦当劳MCD |
| 1% | 1.27% | $1,168.5万 | 4.3万股 | $1,290.4万 | 4.2万股 | +1,705股+4.11% | 加仓 |
 康宁GLW |
| 0.99% | 0.63% | $1,158.2万 | 4.5万股 | $635.6万 | 4.7万股 | -1,405股-3.01% | 减仓 |
 ADPADP |
| 0.99% | 1.05% | $1,156.4万 | 5.2万股 | $1,062.0万 | 5.2万股 | -637股-1.22% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.99% | — | $1,150.3万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 美国运通AXP |
| 0.97% | 1.02% | $1,134.7万 | 3.4万股 | $1,038.3万 | 3.4万股 | -779股-2.27% | 减仓 |
 优步UBER |
| 0.93% | 0.91% | $1,084.7万 | 15.0万股 | $921.1万 | 12.8万股 | +2.2万股+17.37% | 加仓 |
 哈勃HUBB |
| 0.9% | 0.98% | $1,051.8万 | 2.0万股 | $992.4万 | 2.0万股 | -121股-0.60% | 减仓 |
 BOOKING COMBKNG |
| 0.9% | 0.92% | $1,049.4万 | 5.9万股 | $935.9万 | 2,223股 | +5.7万股+2,548.49% | 加仓 |
 直觉外科ISRG |
| 0.89% | — | $1,035.7万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.87% | — | $1,017.9万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
 迪士尼DIS |
| 0.86% | 1.08% | $1,003.3万 | 10.4万股 | $1,098.7万 | 11.4万股 | -9,756股-8.56% | 减仓 |
 SYSCO COMSYY |
| 0.84% | 0.84% | $984.3万 | 11.8万股 | $846.5万 | 11.9万股 | -907股-0.76% | 减仓 |
 波音BA |
| 0.83% | 1.06% | $972.3万 | 4.5万股 | $1,074.8万 | 5.4万股 | -9,088股-16.83% | 减仓 |
 ChipotleCMG |
| 0.8% | 0.8% | $928.4万 | 27.3万股 | $805.5万 | 25.2万股 | +2.1万股+8.51% | 加仓 |
 思科CSCO |
| 0.78% | 0.59% | $912.9万 | 7.8万股 | $601.6万 | 7.8万股 | +181股+0.23% | 加仓 |
 CSX铁路CSX |
| 0.74% | 0.77% | $862.2万 | 18.1万股 | $778.0万 | 19.0万股 | -8,122股-4.29% | 减仓 |
