 Meta平台META |
| 11.11% | 8.2% | $1,276.4万 | 7.7万股 | $1,314.7万 | 6.4万股 | +1.2万股+19.47% | 加仓 |
 谷歌AGOOGL |
| 9.84% | 8.25% | $1,130.6万 | 9,730股 | $1,322.9万 | 9,877股 | -147股-1.49% | 减仓 |
 亚马逊AMZN |
| 8.77% | 4.68% | $1,007.2万 | 5,166股 | $750.4万 | 4,061股 | +1,105股+27.21% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 6.98% | 5.19% | $801.8万 | 4.4万股 | $832.0万 | 3.7万股 | +7,121股+19.39% | 加仓 |
 VisaV |
| 6.94% | 2.96% | $796.8万 | 4.9万股 | $475.2万 | 2.5万股 | +2.4万股+95.52% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 6.77% | 5.28% | $777.8万 | 3.4万股 | $847.1万 | 3.1万股 | +2,705股+8.68% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 6.38% | 5.57% | $733.3万 | 22.5万股 | $892.6万 | 19.7万股 | +2.7万股+13.86% | 加仓 |
 芝加哥商品交易所CME |
| 6.34% | 4.35% | $728.6万 | 4.2万股 | $698.2万 | 3.5万股 | +7,355股+21.15% | 加仓 |
 洛克希德马丁LMT |
| 6.28% | 3.1% | $721.1万 | 2.1万股 | $496.9万 | 1.3万股 | +8,514股+66.72% | 加仓 |
 宣伟SHW |
| 5.27% | 2.5% | $605.1万 | 1.3万股 | $400.7万 | 6,867股 | +6,302股+91.77% | 加仓 |
| A动视暴雪ATVI |
| 5.01% | 3.12% | $575.2万 | 9.7万股 | $500.7万 | 8.4万股 | +1.2万股+14.77% | 加仓 |
 欧特克ADSK |
| 4.07% | 2.87% | $467.9万 | 3.0万股 | $459.5万 | 2.5万股 | +4,932股+19.69% | 加仓 |
 家得宝HD |
| 3.17% | — | $364.6万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 强生JNJ |
| 2.61% | 1.75% | $299.8万 | 2.3万股 | $281.0万 | 1.9万股 | +3,599股+18.68% | 加仓 |
 耐克NKE |
| 2.45% | — | $281.8万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 史赛克SYK |
| 2.32% | — | $267.0万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 摩根大通JPM |
| 1.76% | 0.07% | $201.8万 | 2.2万股 | $11.9万 | 856股 | +2.2万股+2,518.57% | 加仓 |
 沃尔玛WMT |
| 1.12% | 0.86% | $129.1万 | 1.1万股 | $137.2万 | 1.2万股 | -178股-1.54% | 减仓 |
| AATRION CORPATRIUSD |
| 0.61% | 0.51% | $70.2万 | 1,080股 | $81.2万 | 1,080股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.51% | 0.45% | $58.2万 | 1.3万股 | $72.7万 | 1.3万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.35% | 0.36% | $39.9万 | 2,827股 | $57.9万 | 3,200股 | -373股-11.66% | 减仓 |
 PHILIP MORRIS INTLPM |
| 0.29% | 0.24% | $33.4万 | 4,575股 | $38.9万 | 4,575股 | 00.00% | 持仓不变 |
| TTHE CIGNA GROUPCI |
| 0.27% | 0.29% | $30.9万 | 1,744股 | $46.7万 | 2,282股 | -538股-23.58% | 减仓 |
 百事可乐PEP |
| 0.16% | 0.17% | $18.5万 | 1,544股 | $27.3万 | 2,000股 | -456股-22.80% | 减仓 |
 艾默生电气EMR |
| 0.14% | 0.16% | $15.7万 | 3,300股 | $25.2万 | 3,300股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.13% | 0.09% | $15.0万 | 953股 | $15.0万 | 953股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.09% | — | $10.0万 | 3,500股 | $0 | 0股 | +3,500股 | 新买入 |
 雅培ABT |
| 0.07% | 0.05% | $7.8万 | 990股 | $8.5万 | 990股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.06% | 0.06% | $7.4万 | 545股 | $9.3万 | 545股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.06% | 0.05% | $6.7万 | 608股 | $8.1万 | 608股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.04% | 0.04% | $5.0万 | 1,528股 | $6.0万 | 1,528股 | 00.00% | 持仓不变 |
| RRAYTHEON CO |
| 0.04% | 0.05% | $4.7万 | 355股 | $7.8万 | 355股 | 00.00% | 持仓不变 |
