 阿斯麦ASML |
| 5.63% | 4.37% | $1.17亿 | 5.9万股 | $8,990.2万 | 6.8万股 | -9,302股-13.67% | 减仓 |
 博通AVGO |
| 4.61% | 3.96% | $9,565.0万 | 25.3万股 | $8,137.3万 | 26.3万股 | -9,699股-3.69% | 减仓 |
 谷歌AGOOGL |
| 4.39% | 4.73% | $9,111.8万 | 25.5万股 | $9,710.2万 | 33.8万股 | -8.3万股-24.49% | 减仓 |
 CARRIER GLOBALCARR |
| 4.04% | 1.73% | $8,377.9万 | 114.2万股 | $3,560.4万 | 63.2万股 | +51.0万股+80.64% | 加仓 |
 多佛DOV |
| 3.7% | 3.5% | $7,672.1万 | 34.2万股 | $7,196.9万 | 34.5万股 | -3,180股-0.92% | 减仓 |
 CHUBB LIMITEDCB |
| 3.66% | 3.53% | $7,601.3万 | 22.2万股 | $7,254.6万 | 22.2万股 | +255股+0.11% | 加仓 |
 微软MSFT |
| 3.48% | 3.45% | $7,219.6万 | 19.4万股 | $7,084.1万 | 19.1万股 | +2,171股+1.13% | 加仓 |
 阿斯利康AZN |
| 3.37% | 3.54% | $7,006.0万 | 36.9万股 | $7,276.8万 | 36.9万股 | +508股+0.14% | 加仓 |
 达登饭店DRI |
| 3.28% | 3.24% | $6,817.9万 | 33.1万股 | $6,656.4万 | 34.0万股 | -8,593股-2.53% | 减仓 |
 PROGRESSIVEPGR |
| 3.25% | 3.01% | $6,749.0万 | 30.9万股 | $6,192.2万 | 31.2万股 | -3,413股-1.09% | 减仓 |
 史赛克SYK |
| 3.15% | 3.31% | $6,548.5万 | 20.7万股 | $6,801.7万 | 20.6万股 | +949股+0.46% | 加仓 |
 洛克希德马丁LMT |
| 3.13% | 0.01% | $6,506.8万 | 12.8万股 | $27.1万 | 449股 | +12.7万股+28,345.43% | 加仓 |
 迪士尼DIS |
| 3.13% | 3.19% | $6,494.2万 | 67.0万股 | $6,553.1万 | 68.0万股 | -1.0万股-1.53% | 减仓 |
 家得宝HD |
| 2.92% | 2.76% | $6,061.3万 | 17.2万股 | $5,680.6万 | 17.3万股 | -857股-0.50% | 减仓 |
| N新纪元能源NEE |
| 2.76% | 2.26% | $5,733.9万 | 65.3万股 | $4,646.9万 | 50.0万股 | +15.3万股+30.58% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 2.61% | 3.33% | $5,413.2万 | 44.0万股 | $6,840.0万 | 43.5万股 | +4,810股+1.11% | 加仓 |
 DANAHER DEL COMDHR |
| 2.55% | 2.58% | $5,292.0万 | 27.7万股 | $5,304.4万 | 27.9万股 | -1,969股-0.71% | 减仓 |
 亚马逊AMZN |
| 2.16% | 0.05% | $4,493.2万 | 18.9万股 | $102.1万 | 4,900股 | +18.4万股+3,747.35% | 加仓 |
 霍尼韦尔HON |
| 2% | 4.12% | $4,156.6万 | 18.6万股 | $8,461.1万 | 37.4万股 | -18.9万股-50.41% | 减仓 |
 雅培ABT |
| 1.99% | 3.22% | $4,133.6万 | 45.6万股 | $6,607.5万 | 64.4万股 | -18.8万股-29.22% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.98% | — | $4,101.8万 | 18.6万股 | $0 | 0股 | +18.6万股 | 新买入 |
 VisaV |
| 1.96% | 0.03% | $4,078.3万 | 11.9万股 | $52.1万 | 1,724股 | +11.7万股+6,795.07% | 加仓 |
 CHURCH & DWIGHTCHD |
| 1.95% | 1.83% | $4,049.5万 | 41.8万股 | $3,768.2万 | 40.4万股 | +1.4万股+3.52% | 加仓 |
 SEMPRA COMSRE |
| 1.82% | 1.92% | $3,779.3万 | 40.5万股 | $3,935.8万 | 40.2万股 | +2,407股+0.60% | 加仓 |
 KEURIG DR PEPPER COMKDP |
| 1.81% | — | $3,761.9万 | 114.9万股 | $0 | 0股 | +114.9万股 | 新买入 |
 礼来LLY |
| 1.79% | 1.43% | $3,709.8万 | 3.1万股 | $2,938.5万 | 3.2万股 | -1,019股-3.19% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.74% | 1.64% | $3,619.5万 | 15.8万股 | $3,372.6万 | 15.6万股 | +1,945股+1.25% | 加仓 |
 ADPADP |
| 1.69% | 1.36% | $3,512.8万 | 15.6万股 | $2,786.5万 | 13.6万股 | +2.0万股+14.42% | 加仓 |
 HOULIHAN LOKEYHLI |
| 1.69% | 1.8% | $3,507.6万 | 26.2万股 | $3,701.0万 | 25.8万股 | +3,819股+1.48% | 加仓 |
 EOG资源EOG |
| 1.68% | 1.85% | $3,489.4万 | 26.9万股 | $3,799.3万 | 26.3万股 | +6,177股+2.35% | 加仓 |
| IiShares安硕信托SGOV |
| 1.58% | 8.4% | $3,282.3万 | 32.6万股 | $1.73亿 | 171.5万股 | -138.9万股-80.99% | 减仓 |
 埃森哲ACN |
| 1.51% | 2.71% | $3,129.2万 | 25.1万股 | $5,572.3万 | 28.1万股 | -3.0万股-10.52% | 减仓 |
 雪佛龙CVX |
| 1.47% | 1.77% | $3,053.0万 | 18.4万股 | $3,644.0万 | 17.6万股 | +8,056股+4.57% | 加仓 |
 摩根大通JPM |
| 0.81% | 0.71% | $1,675.5万 | 5.1万股 | $1,453.5万 | 4.9万股 | +1,774股+3.59% | 加仓 |
 苹果AAPL |
| 0.75% | 0.67% | $1,567.2万 | 5.4万股 | $1,379.3万 | 5.4万股 | -186股-0.34% | 减仓 |
 雷神技术RTX |
| 0.42% | 0.43% | $867.9万 | 4.6万股 | $878.2万 | 4.6万股 | +218股+0.48% | 加仓 |
 爱迪生联合电气ED |
| 0.34% | 0.35% | $712.9万 | 6.4万股 | $711.3万 | 6.3万股 | +1,599股+2.54% | 加仓 |
 思科CSCO |
| 0.34% | 0.38% | $708.0万 | 6.0万股 | $770.9万 | 9.9万股 | -3.9万股-39.34% | 减仓 |
 哈特福德·INSURANCEHIG |
| 0.33% | 0.34% | $689.8万 | 5.2万股 | $699.0万 | 5.1万股 | +379股+0.74% | 加仓 |
 伊顿ETN |
| 0.33% | 0.27% | $679.7万 | 1.6万股 | $559.1万 | 1.6万股 | +321股+2.05% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.33% | 0.46% | $678.5万 | 7.4万股 | $952.1万 | 10.4万股 | -3.0万股-28.74% | 减仓 |
 可口可乐KO |
| 0.32% | 0.3% | $660.7万 | 8.1万股 | $609.0万 | 8.0万股 | +1,276股+1.60% | 加仓 |
 通用动力GD |
| 0.31% | 0.3% | $645.5万 | 1.8万股 | $610.2万 | 1.8万股 | +443股+2.49% | 加仓 |
 ILLINOIS TOOLITW |
| 0.3% | 0.29% | $631.2万 | 2.3万股 | $594.6万 | 2.3万股 | +504股+2.22% | 加仓 |
 摩根士丹利MS |
| 0.3% | 0.26% | $628.3万 | 3.0万股 | $537.1万 | 3.3万股 | -2,577股-7.90% | 减仓 |
 艾伯维ABBV |
| 0.29% | 0.25% | $594.1万 | 2.4万股 | $511.2万 | 2.4万股 | +104股+0.44% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.26% | 0.25% | $542.8万 | 4.6万股 | $514.2万 | 4.4万股 | +2,064股+4.65% | 加仓 |
 贝莱德·INC COMBLK |
| 0.26% | 0.26% | $540.6万 | 5,622股 | $528.5万 | 5,495股 | +127股+2.31% | 加仓 |
 AMGEN COMAMGN |
| 0.26% | 0.25% | $539.4万 | 1.5万股 | $513.5万 | 1.5万股 | +301股+2.06% | 加仓 |
 美敦力MDT |
| 0.25% | 0.21% | $524.0万 | 6.6万股 | $441.5万 | 5.1万股 | +1.6万股+31.36% | 加仓 |
