| AAlphabet Inc Class CGOOG |
| 13.48% | 12.1% | $1.51亿 | 42.8万股 | $1.24亿 | 43.1万股 | -2,850股-0.66% | 减仓 |
 英伟达NVDA |
| 8.31% | 8.5% | $9,324.0万 | 46.6万股 | $8,691.0万 | 49.8万股 | -3.2万股-6.49% | 减仓 |
 联合健康UNH |
| 5.04% | 3.61% | $5,663.3万 | 13.6万股 | $3,689.4万 | 13.6万股 | -87股-0.06% | 减仓 |
 ROIVANT SCIENCESROIV |
| 4.98% | 4.32% | $5,592.3万 | 158.0万股 | $4,411.6万 | 159.3万股 | -1.2万股-0.78% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 4.77% | 5.6% | $5,350.3万 | 167.4万股 | $5,726.2万 | 170.8万股 | -3.4万股-2.01% | 减仓 |
 苹果AAPL |
| 4.52% | 4.45% | $5,078.3万 | 17.6万股 | $4,554.0万 | 17.9万股 | -3,937股-2.19% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 3.85% | 4.35% | $4,323.0万 | 117.6万股 | $4,450.0万 | 117.6万股 | -4股-0.00% | 减仓 |
 埃森哲ACN |
| 3.56% | 0.5% | $3,991.9万 | 32.1万股 | $509.4万 | 2.6万股 | +29.5万股+1,148.76% | 加仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 3.55% | 3.29% | $3,983.5万 | 48.3万股 | $3,366.3万 | 48.5万股 | -1,825股-0.38% | 减仓 |
 壳牌SHEL |
| 3.38% | 4.52% | $3,796.2万 | 49.0万股 | $4,622.8万 | 49.7万股 | -7,505股-1.51% | 减仓 |
 谷歌AGOOGL |
| 3.28% | 3.08% | $3,681.0万 | 10.3万股 | $3,147.5万 | 10.9万股 | -6,451股-5.89% | 减仓 |
 雷神技术RTX |
| 3.15% | 3.52% | $3,539.0万 | 18.7万股 | $3,600.3万 | 18.7万股 | -114股-0.06% | 减仓 |
| Q高通QCOM |
| 3.08% | 2.38% | $3,461.1万 | 18.7万股 | $2,436.2万 | 18.9万股 | -1,876股-0.99% | 减仓 |
 PAYPAL COMPYPL |
| 2.62% | 3% | $2,936.3万 | 68.0万股 | $3,064.0万 | 67.7万股 | +2,602股+0.38% | 加仓 |
 洛克希德马丁LMT |
| 2.52% | 3.28% | $2,832.1万 | 5.6万股 | $3,355.8万 | 5.6万股 | +66股+0.12% | 加仓 |
 BLACK STONE MINERALS L PBSM |
| 2.44% | 2.9% | $2,735.5万 | 195.8万股 | $2,962.9万 | 196.0万股 | -1,451股-0.07% | 减仓 |
 赛富时CRM |
| 2.19% | 2.84% | $2,459.9万 | 15.7万股 | $2,898.4万 | 15.5万股 | +1,755股+1.13% | 加仓 |
| EEVOLUTION AB FEVVTY |
| 2.12% | 2.09% | $2,379.3万 | 34.6万股 | $2,138.3万 | 34.4万股 | +2,430股+0.71% | 加仓 |
 MATCH NEWMTCH |
| 1.8% | 1.58% | $2,020.9万 | 53.1万股 | $1,611.5万 | 52.5万股 | +6,368股+1.21% | 加仓 |
 SPROUTS FMRS MKTSFM |
| 1.68% | 1.68% | $1,888.5万 | 22.3万股 | $1,722.2万 | 22.3万股 | -2股-0.00% | 减仓 |
 LAS VEGAS SANDS COMLVS |
| 1.6% | 2.12% | $1,799.1万 | 39.0万股 | $2,162.9万 | 40.1万股 | -1.2万股-2.97% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 1.43% | 1.71% | $1,604.8万 | 12.2万股 | $1,744.3万 | 12.2万股 | -5股-0.00% | 减仓 |
 百时美施贵宝BMY |
| 1.23% | 1.99% | $1,386.4万 | 24.1万股 | $2,039.4万 | 33.6万股 | -9.6万股-28.44% | 减仓 |
 WASTE MGMT DELWM |
| 1.12% | 1.27% | $1,256.4万 | 5.6万股 | $1,300.2万 | 5.7万股 | -210股-0.37% | 减仓 |
 德州仪器TXN |
| 1.11% | 0.79% | $1,245.3万 | 4.2万股 | $807.0万 | 4.2万股 | +211股+0.51% | 加仓 |
 赛莱默XYL |
| 1.01% | 1.12% | $1,129.7万 | 9.6万股 | $1,143.3万 | 9.6万股 | -102股-0.11% | 减仓 |
 TARGET COMTGT |
| 0.98% | 1% | $1,101.1万 | 8.4万股 | $1,025.0万 | 8.5万股 | -265股-0.31% | 减仓 |
 微软MSFT |
| 0.95% | 1.03% | $1,067.2万 | 2.9万股 | $1,050.3万 | 2.8万股 | +237股+0.84% | 加仓 |
 强生JNJ |
| 0.93% | 0.99% | $1,046.8万 | 4.1万股 | $1,010.6万 | 4.1万股 | -127股-0.31% | 减仓 |
 金佰利KMB |
| 0.83% | 0.82% | $931.1万 | 8.5万股 | $840.0万 | 8.7万股 | -2,250股-2.58% | 减仓 |
 艾伯维ABBV |
| 0.69% | 0.65% | $770.8万 | 3.1万股 | $662.6万 | 3.0万股 | +166股+0.54% | 加仓 |
 AMGEN COMAMGN |
| 0.6% | 0.65% | $678.9万 | 1.9万股 | $660.3万 | 1.9万股 | -18股-0.10% | 减仓 |
 可口可乐KO |
| 0.6% | 0.61% | $670.2万 | 8.2万股 | $627.6万 | 8.3万股 | -61股-0.07% | 减仓 |
 联合包裹UPSUPS |
| 0.54% | 0.55% | $611.1万 | 5.7万股 | $561.9万 | 5.7万股 | -270股-0.47% | 减仓 |
 麦当劳MCD |
| 0.51% | 0.64% | $568.0万 | 2.1万股 | $653.2万 | 2.1万股 | -3股-0.01% | 减仓 |
 威瑞森VZ |
| 0.5% | 0.65% | $559.6万 | 13.2万股 | $669.3万 | 13.3万股 | -1,155股-0.87% | 减仓 |
 梅特勒托利多MTD |
| 0.37% | 0.4% | $411.1万 | 3,218股 | $406.5万 | 3,223股 | -5股-0.16% | 减仓 |
 辉瑞PFE |
| 0.36% | 0.47% | $408.0万 | 16.9万股 | $478.4万 | 17.0万股 | -946股-0.56% | 减仓 |
 百事可乐PEP |
| 0.35% | 0.44% | $393.8万 | 2.9万股 | $452.4万 | 2.9万股 | -50股-0.17% | 减仓 |
 宝洁PG |
| 0.34% | 0.37% | $386.2万 | 2.6万股 | $382.0万 | 2.6万股 | -108股-0.41% | 减仓 |
 美国运通AXP |
| 0.32% | 0.31% | $356.7万 | 1.1万股 | $319.0万 | 1.1万股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.29% | 0.24% | $323.2万 | 2,695股 | $247.9万 | 2,695股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.25% | 0.31% | $283.2万 | 3.1万股 | $320.5万 | 3.1万股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.24% | 0.31% | $268.3万 | 7,283股 | $313.4万 | 7,283股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.23% | 0.32% | $253.0万 | 6.2万股 | $327.1万 | 6.2万股 | -315股-0.51% | 减仓 |
 思科CSCO |
| 0.21% | 0.15% | $234.4万 | 2.0万股 | $154.1万 | 2.0万股 | +95股+0.48% | 加仓 |
 摩根大通JPM |
| 0.21% | 0.06% | $234.0万 | 7,150股 | $63.2万 | 2,150股 | +5,000股+232.56% | 加仓 |
| UU S PHYSICAL THERAPYUSPH |
| 0.18% | 0.22% | $204.1万 | 3.0万股 | $222.7万 | 3.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.18% | 0.23% | $202.6万 | 8,502股 | $237.9万 | 1.1万股 | -2,920股-25.56% | 减仓 |
 FIRSTCASHFCFS |
| 0.14% | 0.13% | $156.2万 | 7,220股 | $135.7万 | 7,220股 | 00.00% | 持仓不变 |
