 苹果AAPL |
| 12.08% | 11.95% | $3,496.1万 | 12.1万股 | $3,252.1万 | 12.8万股 | -7,318股-5.71% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 11.62% | 10.81% | $3,363.3万 | 9.5万股 | $2,940.2万 | 10.2万股 | -7,307股-7.13% | 减仓 |
 谷歌AGOOGL |
| 11.13% | 10.3% | $3,220.2万 | 9.0万股 | $2,801.9万 | 9.7万股 | -7,327股-7.52% | 减仓 |
 微软MSFT |
| 9.2% | 9.76% | $2,662.9万 | 7.1万股 | $2,655.5万 | 7.2万股 | -350股-0.49% | 减仓 |
 QUANTA SVCSPWR |
| 6.75% | 5.61% | $1,954.5万 | 2.7万股 | $1,526.3万 | 2.8万股 | -655股-2.36% | 减仓 |
 IDEXX LABS COMIDXX |
| 5.65% | 6.43% | $1,634.5万 | 3.1万股 | $1,749.3万 | 3.1万股 | -85股-0.27% | 减仓 |
 思科CSCO |
| 4.11% | 3.07% | $1,190.1万 | 10.1万股 | $835.3万 | 10.8万股 | -6,338股-5.89% | 减仓 |
 ADOBE COMADBE |
| 4.08% | 5.3% | $1,180.4万 | 5.8万股 | $1,441.7万 | 5.9万股 | -1,735股-2.93% | 减仓 |
 直觉外科ISRG |
| 3.66% | 4.53% | $1,059.5万 | 2.7万股 | $1,232.0万 | 2.7万股 | -82股-0.31% | 减仓 |
 百时美施贵宝BMY |
| 2.33% | 2.85% | $674.5万 | 11.7万股 | $775.2万 | 12.8万股 | -1.1万股-8.41% | 减仓 |
 亚马逊AMZN |
| 2.13% | 2.03% | $615.0万 | 2.6万股 | $553.0万 | 2.7万股 | -748股-2.82% | 减仓 |
| Q高通QCOM |
| 2.05% | 1.6% | $594.2万 | 3.2万股 | $436.0万 | 3.4万股 | -1,700股-5.02% | 减仓 |
 PAYCHEX COMPAYX |
| 1.72% | 1.82% | $497.9万 | 5.1万股 | $493.8万 | 5.4万股 | -2,975股-5.55% | 减仓 |
 英伟达NVDA |
| 1.68% | 1.56% | $487.0万 | 2.4万股 | $424.5万 | 2.4万股 | 00.00% | 持仓不变 |
 安桥ENB |
| 1.62% | 1.7% | $469.7万 | 8.7万股 | $462.6万 | 8.5万股 | +1,200股+1.40% | 加仓 |
 礼来LLY |
| 1.61% | 1.31% | $466.2万 | 3,887股 | $357.5万 | 3,887股 | 00.00% | 持仓不变 |
 SYMBOTIC CLASS A COMSYM |
| 1.39% | 1.71% | $403.2万 | 9.0万股 | $465.3万 | 8.7万股 | +2,250股+2.57% | 加仓 |
 AMGEN COMAMGN |
| 1.23% | 1.26% | $357.1万 | 9,860股 | $342.7万 | 9,740股 | +120股+1.23% | 加仓 |
 强生JNJ |
| 1.07% | 1.28% | $310.0万 | 1.2万股 | $347.3万 | 1.4万股 | -2,000股-14.08% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 1.04% | 1.06% | $299.5万 | 4股 | $287.3万 | 4股 | 00.00% | 持仓不变 |
 L3哈里斯LHX |
| 0.98% | 1.26% | $284.5万 | 9,790股 | $343.1万 | 9,940股 | -150股-1.51% | 减仓 |
 联合包裹UPSUPS |
| 0.97% | 0.93% | $279.9万 | 2.6万股 | $253.7万 | 2.6万股 | +250股+0.97% | 加仓 |
 特斯拉TSLA |
| 0.91% | 0.86% | $263.9万 | 6,275股 | $233.3万 | 6,275股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.9% | 0.92% | $261.3万 | 5,088股 | $249.7万 | 4,998股 | +90股+1.80% | 加仓 |
 VisaV |
| 0.84% | 0.86% | $241.9万 | 7,050股 | $234.7万 | 7,767股 | -717股-9.23% | 减仓 |
 BOOKING COMBKNG |
| 0.69% | 0.7% | $200.5万 | 1.1万股 | $189.5万 | 450股 | +1.1万股+2,400.00% | 加仓 |
 Citizens金融CFG |
| 0.69% | — | $200.4万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 NUTRIENNTR |
| 0.67% | 0.92% | $192.5万 | 3.1万股 | $251.5万 | 3.3万股 | -2,760股-8.28% | 减仓 |
| PPACIFIC BIOSCIENCES CALIF INC COMPACB |
| 0.55% | 0.46% | $158.4万 | 94.3万股 | $125.5万 | 95.1万股 | -8,000股-0.84% | 减仓 |
 英特尔INTC |
| 0.46% | 0.15% | $131.9万 | 9,445股 | $41.8万 | 9,470股 | -25股-0.26% | 减仓 |
 帕兰提尔PLTR |
| 0.42% | 0.55% | $120.8万 | 1.0万股 | $150.0万 | 1.0万股 | +100股+0.98% | 加仓 |
 斯伦贝谢SLB |
| 0.4% | 0.44% | $114.6万 | 2.5万股 | $120.5万 | 2.3万股 | +1,200股+5.12% | 加仓 |
 PUBLIC SVC ENTERPRISE COMPEG |
| 0.31% | 0.33% | $89.0万 | 1.1万股 | $89.6万 | 1.1万股 | -100股-0.90% | 减仓 |
 辉瑞PFE |
| 0.3% | 0.38% | $87.4万 | 3.6万股 | $104.7万 | 3.7万股 | -1,000股-2.68% | 减仓 |
 埃克森美孚XOM |
| 0.3% | 0.41% | $87.1万 | 6,371股 | $111.5万 | 6,571股 | -200股-3.04% | 减仓 |
 百事可乐PEP |
| 0.29% | 0.37% | $82.8万 | 6,115股 | $99.6万 | 6,415股 | -300股-4.68% | 减仓 |
 CENTERPOINT ENERGY COMCNP |
| 0.24% | 0.27% | $69.4万 | 1.6万股 | $72.4万 | 1.7万股 | -1,000股-5.96% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.23% | 0.18% | $67.3万 | 7,375股 | $47.6万 | 7,375股 | 00.00% | 持仓不变 |
| AAT&TT |
| 0.22% | 0.39% | $64.8万 | 3.1万股 | $105.6万 | 3.6万股 | -5,100股-14.00% | 减仓 |
 EMCOREME |
| 0.21% | 0.2% | $61.1万 | 736股 | $54.3万 | 736股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.21% | 0.26% | $59.6万 | 1,618股 | $69.6万 | 1,618股 | 00.00% | 持仓不变 |
 PRICE T ROWE COMTROW |
| 0.2% | 0.17% | $57.6万 | 5,067股 | $45.7万 | 5,067股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.19% | 0.19% | $56.0万 | 4,357股 | $52.4万 | 4,357股 | 00.00% | 持仓不变 |
 BOSTON SCIENTIFIC COMBSX |
| 0.19% | 0.29% | $53.7万 | 1.3万股 | $78.9万 | 1.3万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.18% | 0.13% | $53.2万 | 500股 | $35.4万 | 500股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.18% | 0.17% | $50.7万 | 1,550股 | $45.6万 | 1,550股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 0.17% | 0.2% | $48.7万 | 3,751股 | $54.2万 | 3,751股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.15% | 0.18% | $44.0万 | 3,480股 | $48.5万 | 3,480股 | 00.00% | 持仓不变 |
| MMKSMKSI |
| 0.14% | 0.08% | $41.3万 | 929股 | $21.3万 | 929股 | 00.00% | 持仓不变 |
 TOMPKINS FINLTMP |
| 0.14% | 0.14% | $39.5万 | 4,184股 | $36.9万 | 4,684股 | -500股-10.67% | 减仓 |
