 礼来LLY |
| 8.42% | 6.79% | $1,153.5万 | 9,659股 | $856.3万 | 9,310股 | +349股+3.75% | 加仓 |
| SSPDR道富系列信托BIL |
| 6.87% | 9.64% | $941.3万 | 10.3万股 | $1,215.0万 | 13.3万股 | -3.0万股-22.53% | 减仓 |
 苹果AAPL |
| 5.53% | 5.27% | $757.2万 | 2.6万股 | $664.3万 | 2.6万股 | -7股-0.03% | 减仓 |
 摩根大通JPM |
| 4.58% | 4.45% | $627.4万 | 1.9万股 | $561.3万 | 1.9万股 | +88股+0.46% | 加仓 |
 微软MSFT |
| 4.35% | 4.65% | $595.7万 | 1.6万股 | $586.2万 | 1.6万股 | +135股+0.85% | 加仓 |
 RYDER SYSR |
| 2.89% | 2.44% | $396.2万 | 1.5万股 | $307.1万 | 1.5万股 | +20股+0.13% | 加仓 |
 亚马逊AMZN |
| 2.57% | 1.42% | $351.8万 | 1.5万股 | $179.4万 | 8,616股 | +6,374股+73.98% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.33% | 3.03% | $319.7万 | 8,089股 | $382.4万 | 7,887股 | +202股+2.56% | 加仓 |
 AFLAC COMAFL |
| 1.75% | 1.78% | $240.3万 | 2.0万股 | $224.8万 | 2.0万股 | 00.00% | 持仓不变 |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.72% | 1.7% | $235.8万 | 4.7万股 | $213.6万 | 4.6万股 | +1,582股+3.47% | 加仓 |
 博通AVGO |
| 1.55% | 1.47% | $211.6万 | 5,602股 | $184.8万 | 5,972股 | -370股-6.20% | 减仓 |
 默沙东MRK |
| 1.5% | 1.44% | $205.6万 | 1.6万股 | $181.1万 | 1.5万股 | +946股+6.28% | 加仓 |
| SSPDR黄金信托GLD |
| 1.39% | 1.8% | $190.7万 | 5,182股 | $227.3万 | 5,282股 | -100股-1.89% | 减仓 |
 CHURCH & DWIGHTCHD |
| 1.37% | 1.43% | $187.3万 | 1.9万股 | $180.4万 | 1.9万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.34% | 1.48% | $184.0万 | 9,699股 | $186.7万 | 9,676股 | +23股+0.24% | 加仓 |
 SIMON PPTY NEW COMSPG |
| 1.18% | 1.07% | $161.3万 | 7,200股 | $134.3万 | 7,200股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 1.15% | 2.15% | $157.5万 | 4,188股 | $271.4万 | 4,165股 | +23股+0.55% | 加仓 |
| BBANCO BBVA ARGENTINABBAR |
| 1.13% | 0.99% | $154.8万 | 7.7万股 | $124.3万 | 7.7万股 | 00.00% | 持仓不变 |
 康宁GLW |
| 1.11% | 0.76% | $151.7万 | 5,938股 | $95.4万 | 7,014股 | -1,076股-15.34% | 减仓 |
| SSANDISK COMSNDK |
| 1.09% | 0.81% | $148.8万 | 954股 | $102.3万 | 1,610股 | -656股-40.75% | 减仓 |
 BlockXYZ |
| 1.06% | 0.47% | $145.3万 | 2.0万股 | $58.7万 | 9,748股 | +9,869股+101.24% | 加仓 |
 艾伯维ABBV |
| 1.06% | 0.98% | $145.0万 | 5,763股 | $123.0万 | 5,656股 | +107股+1.89% | 加仓 |
 联合健康UNH |
| 1.02% | 0.51% | $139.4万 | 3,353股 | $64.7万 | 2,390股 | +963股+40.29% | 加仓 |
 波音BA |
| 1% | 0.36% | $136.5万 | 6,220股 | $45.2万 | 2,271股 | +3,949股+173.89% | 加仓 |
 台积电TSM |
| 0.93% | 0.7% | $127.5万 | 2,669股 | $87.6万 | 2,592股 | +77股+2.97% | 加仓 |
| IIBMIBM |
| 0.93% | 0.87% | $127.3万 | 4,525股 | $109.5万 | 4,516股 | +9股+0.20% | 加仓 |
 MSC INDL DIRECTMSM |
| 0.9% | 0.59% | $122.7万 | 1.1万股 | $73.9万 | 8,009股 | +2,878股+35.93% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.89% | 0.61% | $122.1万 | 4,959股 | $77.4万 | 3,718股 | +1,241股+33.38% | 加仓 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 0.88% | 0.99% | $121.0万 | 2.7万股 | $124.2万 | 2.7万股 | 00.00% | 持仓不变 |
| BBANCO MACROBMA |
| 0.85% | 1.21% | $116.2万 | 2.2万股 | $153.1万 | 2.0万股 | +2,193股+11.08% | 加仓 |
 强生JNJ |
| 0.84% | 1.15% | $115.5万 | 4,549股 | $144.8万 | 5,925股 | -1,376股-23.22% | 减仓 |
 JacobsJ |
| 0.84% | 0.92% | $115.3万 | 9,150股 | $116.5万 | 9,150股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.83% | 0.93% | $113.5万 | 3,423股 | $117.2万 | 4,084股 | -661股-16.19% | 减仓 |
 谷歌AGOOGL |
| 0.82% | 0.8% | $112.6万 | 3,150股 | $101.0万 | 3,512股 | -362股-10.31% | 减仓 |
 VALERO ENERGY COMVLO |
| 0.76% | 0.83% | $103.4万 | 4,291股 | $104.5万 | 4,229股 | +62股+1.47% | 加仓 |
 Targa资源TRGP |
| 0.75% | 0.9% | $102.1万 | 3,954股 | $113.6万 | 4,532股 | -578股-12.75% | 减仓 |
 威廉姆斯WMB |
| 0.74% | 0.78% | $101.9万 | 1.4万股 | $97.9万 | 1.3万股 | +260股+1.93% | 加仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.73% | 0.75% | $100.1万 | 1.7万股 | $94.9万 | 1.7万股 | 00.00% | 持仓不变 |
| CCARPENTER TECHNOLOGYCRS |
| 0.71% | — | $97.5万 | 1,670股 | $0 | 0股 | +1,670股 | 新买入 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.67% | 0.33% | $92.0万 | 7,777股 | $41.0万 | 3,679股 | +4,098股+111.39% | 加仓 |
 PAMPA ENERGIAPAM |
| 0.67% | 0.79% | $91.9万 | 1.1万股 | $99.1万 | 1.1万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.62% | 0.88% | $85.3万 | 9,705股 | $111.5万 | 1.2万股 | -2,297股-19.14% | 减仓 |
 KIRBYKEX |
| 0.61% | 0.6% | $83.8万 | 6,314股 | $76.1万 | 5,730股 | +584股+10.19% | 加仓 |
 思科CSCO |
| 0.61% | 0.42% | $83.6万 | 7,121股 | $53.1万 | 6,838股 | +283股+4.14% | 加仓 |
| I景顺QQQ信托VOO |
| 0.6% | 0.84% | $82.4万 | 2,167股 | $106.0万 | 1,836股 | +331股+18.03% | 加仓 |
 雪佛龙CVX |
| 0.58% | 0.83% | $80.0万 | 4,825股 | $104.0万 | 5,028股 | -203股-4.04% | 减仓 |
 TRAVELERS COSTRV |
| 0.55% | 0.71% | $75.4万 | 2,285股 | $89.3万 | 3,061股 | -776股-25.35% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 0.55% | 0.59% | $75.0万 | 1.4万股 | $74.9万 | 1.1万股 | +2,772股+25.35% | 加仓 |
 通用动力GD |
| 0.54% | 0.56% | $73.9万 | 2,086股 | $70.4万 | 2,052股 | +34股+1.66% | 加仓 |
 CENTURY ALUMCENX |
| 0.53% | 0.57% | $72.7万 | 1.7万股 | $72.0万 | 1.2万股 | +4,558股+37.18% | 加仓 |
