 卡特彼勒CAT |
| 5.79% | 5.41% | $1.00亿 | 9.4万股 | $7,001.4万 | 9.9万股 | -4,751股-4.81% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 4.74% | 6.08% | $8,210.1万 | 16.4万股 | $7,862.4万 | 16.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.28% | 5.44% | $7,398.5万 | 19.8万股 | $7,040.5万 | 19.0万股 | +8,143股+4.28% | 加仓 |
 埃克森美孚XOM |
| 4.16% | 6.9% | $7,191.5万 | 52.6万股 | $8,924.1万 | 52.6万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 3.69% | 4.56% | $6,386.4万 | 22.1万股 | $5,896.9万 | 23.2万股 | -1.2万股-5.01% | 减仓 |
 CHURCH & DWIGHTCHD |
| 3.64% | 4.69% | $6,293.9万 | 65.0万股 | $6,067.9万 | 65.0万股 | -575股-0.09% | 减仓 |
 艺康ECL |
| 3.64% | 4.65% | $6,292.7万 | 22.6万股 | $6,013.6万 | 22.6万股 | -198股-0.09% | 减仓 |
 默沙东MRK |
| 3.16% | — | $5,468.0万 | 42.6万股 | $0 | 0股 | +42.6万股 | 新买入 |
 亚马逊AMZN |
| 2.71% | 3.17% | $4,694.7万 | 19.7万股 | $4,106.1万 | 19.7万股 | -178股-0.09% | 减仓 |
 ADPADP |
| 2.61% | 3.17% | $4,523.3万 | 20.2万股 | $4,103.7万 | 20.2万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 2.41% | 2.62% | $4,173.3万 | 11.8万股 | $3,388.1万 | 11.8万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 2.31% | 2.97% | $3,989.8万 | 15.7万股 | $3,840.1万 | 15.7万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.96% | 2.11% | $3,389.9万 | 9.5万股 | $2,734.3万 | 9.5万股 | -230股-0.24% | 减仓 |
 卡梅科CCJ |
| 1.85% | 2.75% | $3,194.6万 | 31.4万股 | $3,557.7万 | 32.8万股 | -1.4万股-4.26% | 减仓 |
 PALO ALTOPANW |
| 1.81% | 1.08% | $3,132.3万 | 9.2万股 | $1,393.5万 | 8.7万股 | +4,927股+5.67% | 加仓 |
| SSPDR黄金信托GLD |
| 1.72% | — | $2,967.9万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
 空气化工APD |
| 1.6% | 2.12% | $2,773.3万 | 9.5万股 | $2,743.0万 | 9.4万股 | +166股+0.18% | 加仓 |
 礼来LLY |
| 1.55% | 1.53% | $2,674.7万 | 2.2万股 | $1,979.2万 | 2.2万股 | +781股+3.63% | 加仓 |
 美盛MOS |
| 1.27% | 1.9% | $2,205.3万 | 104.1万股 | $2,457.3万 | 96.4万股 | +7.7万股+8.00% | 加仓 |
| PProsus NV - ADRPROSY |
| 1.26% | 1.73% | $2,174.7万 | 250.0万股 | $2,243.4万 | 249.7万股 | +2,145股+0.09% | 加仓 |
| T赛默飞世尔TMO |
| 1.2% | 1.59% | $2,075.0万 | 4.1万股 | $2,055.9万 | 4.2万股 | -440股-1.05% | 减仓 |
 ROYALTY PHARMARPRX |
| 1.16% | 1.33% | $2,009.0万 | 35.8万股 | $1,719.1万 | 35.8万股 | -75股-0.02% | 减仓 |
 联合太平洋铁路UNP |
| 1.09% | 1.3% | $1,886.4万 | 6.9万股 | $1,682.6万 | 6.9万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 1.09% | 1.56% | $1,882.7万 | 43.6万股 | $2,013.9万 | 44.5万股 | -9,253股-2.08% | 减仓 |
 LIBERTY LIVELLYVK |
| 1.07% | 1.28% | $1,846.4万 | 17.5万股 | $1,661.7万 | 17.7万股 | -1,788股-1.01% | 减仓 |
 联合健康UNH |
| 1.06% | — | $1,828.1万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 ANTERO RESOURCESAR |
| 1.02% | 1.6% | $1,773.2万 | 50.5万股 | $2,069.3万 | 48.8万股 | +1.7万股+3.49% | 加仓 |
 雅培ABT |
| 0.98% | 1.59% | $1,692.5万 | 18.7万股 | $2,050.5万 | 20.0万股 | -1.3万股-6.61% | 减仓 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 0.97% | 1.04% | $1,681.4万 | 56.9万股 | $1,341.9万 | 58.1万股 | -1.2万股-2.10% | 减仓 |
| EEVERPURE CL AEVPR |
| 0.87% | — | $1,500.3万 | 19.0万股 | $0 | 0股 | +19.0万股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.86% | — | $1,492.5万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 英伟达NVDA |
| 0.83% | — | $1,443.8万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 VisaV |
| 0.83% | 0.88% | $1,437.2万 | 4.2万股 | $1,135.0万 | 3.8万股 | +4,337股+11.55% | 加仓 |
 FULLER H BFUL |
| 0.81% | 1.25% | $1,409.3万 | 24.2万股 | $1,610.9万 | 26.1万股 | -1.9万股-7.42% | 减仓 |
 GE VernovaGEV |
| 0.8% | — | $1,378.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 林德LIN |
| 0.78% | 1% | $1,356.5万 | 2.6万股 | $1,291.5万 | 2.6万股 | +87股+0.33% | 加仓 |
 GE航空GE |
| 0.77% | 0.82% | $1,333.1万 | 3.6万股 | $1,063.3万 | 3.7万股 | -1,800股-4.80% | 减仓 |
 ALKERMESALKS |
| 0.74% | — | $1,282.4万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
 思科CSCO |
| 0.73% | — | $1,258.3万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| RROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSRHHBY |
| 0.68% | 0.53% | $1,182.6万 | 23.0万股 | $688.0万 | 14.1万股 | +9.0万股+63.86% | 加仓 |
 自由媒体FWONK |
| 0.67% | 0.81% | $1,165.7万 | 12.3万股 | $1,041.7万 | 12.3万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.66% | 0.83% | $1,148.3万 | 2.2万股 | $1,073.3万 | 2.1万股 | +877股+4.08% | 加仓 |
 GFL ENVIRONMENTALGFL |
| 0.62% | — | $1,079.9万 | 29.4万股 | $0 | 0股 | +29.4万股 | 新买入 |
 百事可乐PEP |
| 0.59% | 0.92% | $1,024.7万 | 7.6万股 | $1,195.4万 | 7.7万股 | -1,305股-1.70% | 减仓 |
 AFLAC COMAFL |
| 0.57% | 0.71% | $979.9万 | 8.4万股 | $916.8万 | 8.4万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.55% | 0.61% | $944.8万 | 2.4万股 | $788.6万 | 2.5万股 | -1,000股-4.03% | 减仓 |
 AIRBNB COM CL AABNB |
| 0.52% | 0.61% | $892.3万 | 6.2万股 | $787.4万 | 6.2万股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 0.49% | — | $845.9万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
| V先锋领航·FSTEVWO |
| 0.46% | 0.55% | $791.1万 | 13.3万股 | $711.5万 | 13.2万股 | +890股+0.68% | 加仓 |
 摩根大通JPM |
| 0.44% | — | $762.2万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
