 博通AVGO |
| 7.72% | 7.55% | $1.17亿 | 31.1万股 | $1.00亿 | 32.3万股 | -1.3万股-3.88% | 减仓 |
 苹果AAPL |
| 5.01% | 5.2% | $7,613.0万 | 26.3万股 | $6,887.6万 | 27.1万股 | -8,289股-3.05% | 减仓 |
 卡特彼勒CAT |
| 4.71% | 3.72% | $7,162.0万 | 6.7万股 | $4,932.7万 | 7.0万股 | -2,370股-3.40% | 减仓 |
 科磊KLAC |
| 4.35% | 2.62% | $6,608.1万 | 21.9万股 | $3,465.2万 | 2.4万股 | +19.5万股+830.65% | 加仓 |
 摩根大通JPM |
| 3.4% | 3.5% | $5,164.7万 | 15.8万股 | $4,639.3万 | 15.8万股 | +70股+0.04% | 加仓 |
 PALO ALTOPANW |
| 3.14% | 1.7% | $4,777.2万 | 14.0万股 | $2,258.6万 | 14.1万股 | -795股-0.56% | 减仓 |
 高盛GS |
| 2.52% | 2.43% | $3,827.4万 | 3.8万股 | $3,224.0万 | 3.8万股 | -265股-0.70% | 减仓 |
 好市多COST |
| 2.46% | 3.02% | $3,740.8万 | 4.0万股 | $4,006.3万 | 4.0万股 | -219股-0.54% | 减仓 |
| Q高通QCOM |
| 2.39% | 1.94% | $3,635.2万 | 19.7万股 | $2,572.7万 | 20.0万股 | -3,051股-1.53% | 减仓 |
 艾伯维ABBV |
| 2.31% | 2.29% | $3,512.1万 | 14.0万股 | $3,034.7万 | 14.0万股 | +36股+0.03% | 加仓 |
 思科CSCO |
| 2.25% | 1.74% | $3,423.8万 | 29.1万股 | $2,308.8万 | 29.8万股 | -6,074股-2.04% | 减仓 |
 谷歌AGOOGL |
| 2.24% | 2.1% | $3,404.2万 | 9.5万股 | $2,778.9万 | 9.7万股 | -1,381股-1.43% | 减仓 |
 微软MSFT |
| 2.15% | 2.47% | $3,267.2万 | 8.8万股 | $3,267.3万 | 8.8万股 | -677股-0.77% | 减仓 |
 联合健康UNH |
| 2.09% | 1.56% | $3,173.9万 | 7.6万股 | $2,066.7万 | 7.6万股 | -15股-0.02% | 减仓 |
 沃尔玛WMT |
| 1.88% | 2.37% | $2,863.2万 | 25.3万股 | $3,145.2万 | 25.3万股 | -275股-0.11% | 减仓 |
| CCIGNALIBD |
| 1.72% | 1.9% | $2,612.8万 | 9.5万股 | $2,520.8万 | 9.5万股 | +275股+0.29% | 加仓 |
 LOWES COS COMLOW |
| 1.55% | 1.9% | $2,349.1万 | 10.7万股 | $2,517.8万 | 10.7万股 | -20股-0.02% | 减仓 |
 美国运通AXP |
| 1.54% | 1.6% | $2,347.6万 | 6.9万股 | $2,115.9万 | 7.0万股 | -550股-0.79% | 减仓 |
 恩智浦NXPI |
| 1.46% | 1.18% | $2,222.0万 | 7.9万股 | $1,564.5万 | 7.9万股 | -409股-0.51% | 减仓 |
 泛林集团LRCX |
| 1.43% | 0.96% | $2,178.3万 | 5.0万股 | $1,268.5万 | 5.9万股 | -9,100股-15.33% | 减仓 |
 家得宝HD |
| 1.35% | 1.43% | $2,044.8万 | 5.8万股 | $1,893.2万 | 5.8万股 | +417股+0.72% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.31% | 1.3% | $1,985.0万 | 2.7万股 | $1,724.4万 | 2.7万股 | +65股+0.25% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.28% | 1.51% | $1,940.6万 | 52.8万股 | $2,004.3万 | 53.0万股 | -1,768股-0.33% | 减仓 |
 可口可乐KO |
| 1.26% | 1.38% | $1,911.2万 | 23.5万股 | $1,826.4万 | 24.0万股 | -4,986股-2.08% | 减仓 |
 史赛克SYK |
| 1.19% | 1.4% | $1,809.4万 | 5.7万股 | $1,861.0万 | 5.7万股 | +834股+1.47% | 加仓 |
 迈威尔MRVL |
| 1.18% | 0.51% | $1,787.3万 | 6.0万股 | $680.5万 | 6.9万股 | -8,700股-12.66% | 减仓 |
 甲骨文ORCL |
| 1.12% | 1.29% | $1,704.7万 | 11.6万股 | $1,711.2万 | 11.6万股 | +5股+0.00% | 加仓 |
 联合太平洋铁路UNP |
| 1.1% | 1.11% | $1,671.6万 | 6.1万股 | $1,465.6万 | 6.0万股 | +1,050股+1.74% | 加仓 |
 英特尔INTC |
| 1.06% | 0.39% | $1,616.7万 | 11.6万股 | $520.1万 | 11.8万股 | -2,068股-1.75% | 减仓 |
 AMGEN COMAMGN |
| 1.03% | 1.16% | $1,563.6万 | 4.3万股 | $1,531.2万 | 4.4万股 | -339股-0.78% | 减仓 |
| GGLOBAL X SILVER MINERS ETFSIL |
| 1.02% | 1.36% | $1,550.4万 | 20.0万股 | $1,803.0万 | 20.0万股 | 00.00% | 持仓不变 |
| VVanEck ETF信托GDX |
| 1.02% | 1.42% | $1,544.6万 | 20.5万股 | $1,878.6万 | 20.5万股 | +10股+0.00% | 加仓 |
| MMASTECMTZ |
| 0.93% | 0.84% | $1,415.2万 | 3.4万股 | $1,112.1万 | 3.5万股 | -550股-1.59% | 减仓 |
 亚马逊AMZN |
| 0.87% | 0.9% | $1,317.4万 | 5.5万股 | $1,192.8万 | 5.7万股 | -1,997股-3.49% | 减仓 |
 Phillips 66PSX |
| 0.84% | 1.07% | $1,284.1万 | 7.6万股 | $1,412.1万 | 7.8万股 | -1,550股-2.00% | 减仓 |
 默沙东MRK |
| 0.81% | 0.87% | $1,224.0万 | 9.5万股 | $1,151.2万 | 9.6万股 | -450股-0.47% | 减仓 |
 联合包裹UPSUPS |
| 0.8% | 0.84% | $1,219.4万 | 11.3万股 | $1,117.4万 | 11.4万股 | -155股-0.14% | 减仓 |
 康菲石油COP |
| 0.76% | 1.1% | $1,161.4万 | 11.2万股 | $1,463.5万 | 11.1万股 | +850股+0.77% | 加仓 |
 AFLAC COMAFL |
| 0.68% | 0.74% | $1,036.2万 | 8.8万股 | $986.6万 | 9.0万股 | -1,550股-1.72% | 减仓 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.66% | 1.05% | $1,004.1万 | 19.1万股 | $1,385.7万 | 17.2万股 | +1.9万股+10.87% | 加仓 |
 埃克森美孚XOM |
| 0.64% | 0.91% | $968.3万 | 7.1万股 | $1,203.7万 | 7.1万股 | -123股-0.17% | 减仓 |
 赛富时CRM |
| 0.61% | 0.8% | $922.9万 | 5.9万股 | $1,058.9万 | 5.7万股 | +2,186股+3.85% | 加仓 |
 QUANTA SVCSPWR |
| 0.61% | 0.54% | $922.2万 | 1.3万股 | $717.8万 | 1.3万股 | -267股-2.04% | 减仓 |
 宝洁PG |
| 0.57% | 0.64% | $866.8万 | 5.9万股 | $851.2万 | 5.9万股 | +175股+0.30% | 加仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.53% | 0.81% | $805.3万 | 1.6万股 | $1,078.6万 | 1.6万股 | +2股+0.01% | 加仓 |
 英伟达NVDA |
| 0.53% | 0.62% | $804.4万 | 4.0万股 | $817.7万 | 4.7万股 | -6,686股-14.26% | 减仓 |
 特斯拉TSLA |
| 0.5% | 0.5% | $756.3万 | 1.8万股 | $669.0万 | 1.8万股 | -15股-0.08% | 减仓 |
 CVS健康CVS |
| 0.49% | 0.4% | $751.3万 | 7.3万股 | $532.3万 | 7.4万股 | -1,500股-2.02% | 减仓 |
 强生JNJ |
| 0.48% | 0.53% | $731.9万 | 2.9万股 | $701.9万 | 2.9万股 | +101股+0.35% | 加仓 |
 美敦力MDT |
| 0.48% | 0.61% | $726.6万 | 9.3万股 | $812.4万 | 9.4万股 | -875股-0.93% | 减仓 |
