 台积电TSM |
| 5.33% | 4.25% | $1,084.3万 | 2.3万股 | $765.2万 | 2.3万股 | +62股+0.27% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 5.14% | 4.83% | $1,045.6万 | 3.0万股 | $870.4万 | 3.0万股 | -749股-2.47% | 减仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 4.96% | 5.41% | $1,009.3万 | 13.2万股 | $974.5万 | 13.4万股 | -1,950股-1.45% | 减仓 |
 亚马逊AMZN |
| 4.55% | 4.77% | $925.5万 | 3.9万股 | $858.5万 | 4.1万股 | -2,391股-5.80% | 减仓 |
 微软MSFT |
| 4.34% | 4.9% | $883.5万 | 2.4万股 | $882.9万 | 2.4万股 | -165股-0.69% | 减仓 |
 博通AVGO |
| 4.2% | 4.13% | $854.0万 | 2.3万股 | $743.3万 | 2.4万股 | -1,407股-5.86% | 减仓 |
 苹果AAPL |
| 2.78% | 2.85% | $565.9万 | 2.0万股 | $513.8万 | 2.0万股 | -687股-3.39% | 减仓 |
 摩根大通JPM |
| 2.72% | 2.78% | $554.2万 | 1.7万股 | $500.3万 | 1.7万股 | -78股-0.46% | 减仓 |
 甲骨文ORCL |
| 2.7% | 3.07% | $548.8万 | 3.7万股 | $552.8万 | 3.8万股 | -132股-0.35% | 减仓 |
 阿斯麦ASML |
| 2.25% | 1.75% | $457.0万 | 2,297股 | $314.9万 | 2,384股 | -87股-3.65% | 减仓 |
 CrowdStrikeCRWD |
| 2.21% | 1.41% | $450.3万 | 5,900股 | $253.9万 | 6,502股 | -602股-9.26% | 减仓 |
 Arista网络ANET |
| 1.97% | 1.58% | $400.4万 | 2.4万股 | $284.0万 | 2.3万股 | +439股+1.90% | 加仓 |
| Q高通QCOM |
| 1.94% | 1.59% | $395.4万 | 2.1万股 | $286.8万 | 2.2万股 | -873股-3.92% | 减仓 |
 AMD超威AMD |
| 1.71% | 0.91% | $347.2万 | 5,977股 | $163.6万 | 8,041股 | -2,064股-25.67% | 减仓 |
 礼来LLY |
| 1.69% | 1.45% | $344.1万 | 2,869股 | $260.9万 | 2,837股 | +32股+1.13% | 加仓 |
 ROYAL BK CDA COMRY |
| 1.69% | 1.51% | $344.0万 | 1.7万股 | $271.4万 | 1.7万股 | -156股-0.93% | 减仓 |
 卡梅科CCJ |
| 1.68% | 2.03% | $341.3万 | 3.4万股 | $365.3万 | 3.4万股 | -130股-0.39% | 减仓 |
 LOWES COS COMLOW |
| 1.63% | 1.98% | $331.0万 | 1.5万股 | $356.8万 | 1.5万股 | -90股-0.60% | 减仓 |
 沃尔玛WMT |
| 1.62% | 2.01% | $329.4万 | 2.9万股 | $362.9万 | 2.9万股 | -118股-0.40% | 减仓 |
 诺华NVS |
| 1.48% | 1.64% | $301.5万 | 1.9万股 | $295.5万 | 1.9万股 | -105股-0.54% | 减仓 |
 GE航空GE |
| 1.45% | 1.19% | $295.9万 | 7,918股 | $213.9万 | 7,538股 | +380股+5.04% | 加仓 |
 GE VernovaGEV |
| 1.42% | 1.17% | $288.7万 | 2,457股 | $210.7万 | 2,414股 | +43股+1.78% | 加仓 |
 英伟达NVDA |
| 1.32% | 1.33% | $269.4万 | 1.3万股 | $238.8万 | 1.4万股 | -230股-1.68% | 减仓 |
 默沙东MRK |
| 1.32% | 1.42% | $267.8万 | 2.1万股 | $255.6万 | 2.1万股 | -405股-1.91% | 减仓 |
 ShopifySHOP |
| 1.26% | 1.37% | $256.7万 | 2.2万股 | $246.1万 | 2.1万股 | +1,735股+8.36% | 加仓 |
| IIBMIBM |
| 1.23% | 1% | $249.3万 | 8,864股 | $180.7万 | 7,455股 | +1,409股+18.90% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.22% | 1.23% | $247.3万 | 1.4万股 | $221.2万 | 1.3万股 | +293股+2.19% | 加仓 |
 雪佛龙CVX |
| 1.2% | 1.67% | $243.6万 | 1.5万股 | $301.5万 | 1.5万股 | +121股+0.83% | 加仓 |
 埃克森美孚XOM |
| 1.13% | 1.53% | $230.2万 | 1.7万股 | $275.5万 | 1.6万股 | +601股+3.70% | 加仓 |
 强生JNJ |
| 1.09% | 1.21% | $221.8万 | 8,732股 | $218.6万 | 8,942股 | -210股-2.35% | 减仓 |
 CHURCH & DWIGHTCHD |
| 1.09% | 1.19% | $221.7万 | 2.3万股 | $213.8万 | 2.3万股 | -25股-0.11% | 减仓 |
 NETFLIXNFLX |
| 1.08% | 1.49% | $220.3万 | 3.1万股 | $267.7万 | 2.8万股 | +3,011股+10.82% | 加仓 |
 艺康ECL |
| 1.06% | 1.15% | $216.3万 | 7,724股 | $207.1万 | 7,762股 | -38股-0.49% | 减仓 |
 艾伯维ABBV |
| 0.87% | 0.82% | $176.9万 | 7,031股 | $146.9万 | 6,755股 | +276股+4.09% | 加仓 |
 PALO ALTOPANW |
| 0.85% | 0.51% | $173.4万 | 5,086股 | $92.0万 | 5,741股 | -655股-11.41% | 减仓 |
 GeneracGNRC |
| 0.75% | 0.6% | $152.5万 | 5,208股 | $107.9万 | 5,522股 | -314股-5.69% | 减仓 |
 百事可乐PEP |
| 0.74% | 0.91% | $150.9万 | 1.1万股 | $163.6万 | 1.1万股 | +608股+5.77% | 加仓 |
 联合太平洋铁路UNP |
| 0.72% | 0.79% | $147.3万 | 5,415股 | $143.0万 | 5,894股 | -479股-8.13% | 减仓 |
| SSPDR黄金信托GLD |
| 0.69% | 0.89% | $139.4万 | 3,783股 | $159.8万 | 3,713股 | +70股+1.89% | 加仓 |
 L3哈里斯LHX |
| 0.58% | 0.59% | $118.0万 | 4,059股 | $107.1万 | 3,102股 | +957股+30.85% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.57% | 0.59% | $116.3万 | 1.4万股 | $105.6万 | 1.5万股 | -550股-3.79% | 减仓 |
 W.R.伯克利WRB |
| 0.55% | 0.59% | $112.8万 | 1.6万股 | $106.0万 | 1.6万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.54% | 0.41% | $109.0万 | 1,024股 | $74.4万 | 1,050股 | -26股-2.48% | 减仓 |
 谷歌AGOOGL |
| 0.53% | 0.49% | $107.3万 | 3,002股 | $88.1万 | 3,064股 | -62股-2.02% | 减仓 |
 AMGEN COMAMGN |
| 0.52% | 0.58% | $106.2万 | 2,933股 | $103.7万 | 2,946股 | -13股-0.44% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.49% | 0.5% | $98.7万 | 1.8万股 | $90.8万 | 2.0万股 | -2,046股-10.47% | 减仓 |
 斯味可SJM |
| 0.47% | 0.56% | $96.4万 | 8,573股 | $100.9万 | 1.0万股 | -1,885股-18.02% | 减仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.47% | 0.37% | $96.3万 | 1.1万股 | $67.4万 | 8,855股 | +2,010股+22.70% | 加仓 |
 ServiceNowNOW |
| 0.47% | 0.4% | $95.6万 | 9,625股 | $72.2万 | 6,905股 | +2,720股+39.39% | 加仓 |
 Phillips 66PSX |
| 0.47% | 0.53% | $95.0万 | 5,617股 | $96.2万 | 5,280股 | +337股+6.38% | 加仓 |
