 博通AVGO |
| 4.38% | 4.26% | $2,933.9万 | 7.8万股 | $2,598.2万 | 8.4万股 | -6,278股-7.48% | 减仓 |
 谷歌AGOOGL |
| 3.76% | 3.74% | $2,516.4万 | 7.0万股 | $2,281.3万 | 7.9万股 | -8,920股-11.24% | 减仓 |
 礼来LLY |
| 3.63% | 2.99% | $2,432.2万 | 2.0万股 | $1,819.4万 | 2.0万股 | +497股+2.51% | 加仓 |
 思科CSCO |
| 3.55% | 2.67% | $2,376.8万 | 20.2万股 | $1,627.1万 | 21.0万股 | -7,354股-3.51% | 减仓 |
 摩根大通JPM |
| 3.4% | 3.35% | $2,280.1万 | 7.0万股 | $2,043.2万 | 6.9万股 | +197股+0.28% | 加仓 |
 微软MSFT |
| 3.06% | 3.31% | $2,050.1万 | 5.5万股 | $2,017.0万 | 5.4万股 | +472股+0.87% | 加仓 |
 强生JNJ |
| 2.98% | 2.97% | $1,993.9万 | 7.9万股 | $1,810.6万 | 7.4万股 | +4,438股+5.99% | 加仓 |
 康宁GLW |
| 2.43% | 1.9% | $1,628.0万 | 6.4万股 | $1,155.4万 | 8.5万股 | -2.1万股-24.99% | 减仓 |
 苹果AAPL |
| 2.38% | 2.33% | $1,593.6万 | 5.5万股 | $1,421.3万 | 5.6万股 | -930股-1.66% | 减仓 |
 洛克希德马丁LMT |
| 2.19% | 2.84% | $1,464.5万 | 2.9万股 | $1,730.1万 | 2.9万股 | +121股+0.42% | 加仓 |
 艾默生电气EMR |
| 2.16% | 2.16% | $1,444.9万 | 10.1万股 | $1,316.7万 | 10.0万股 | +442股+0.44% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.71% | 1.83% | $1,143.3万 | 2.3万股 | $1,116.1万 | 2.3万股 | -442股-1.90% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 1.67% | 1.92% | $1,115.2万 | 34.9万股 | $1,169.0万 | 34.9万股 | +187股+0.05% | 加仓 |
 德州仪器TXN |
| 1.58% | 1.12% | $1,060.8万 | 3.6万股 | $685.1万 | 3.5万股 | +300股+0.85% | 加仓 |
 雪佛龙CVX |
| 1.52% | 2.12% | $1,020.8万 | 6.2万股 | $1,290.8万 | 6.2万股 | -807股-1.29% | 减仓 |
| IiShares安硕信托IVV |
| 1.48% | 1.29% | $991.5万 | 1.3万股 | $783.6万 | 1.2万股 | +1,243股+10.36% | 加仓 |
 沃尔玛WMT |
| 1.45% | 1.76% | $971.7万 | 8.6万股 | $1,071.3万 | 8.6万股 | -409股-0.47% | 减仓 |
 星座能源CEG |
| 1.44% | 1.82% | $963.2万 | 3.9万股 | $1,109.9万 | 4.0万股 | -963股-2.42% | 减仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 1.44% | 1.41% | $962.4万 | 11.6万股 | $858.6万 | 11.8万股 | -2,515股-2.13% | 减仓 |
 通用动力GD |
| 1.41% | 1.52% | $941.9万 | 2.7万股 | $928.9万 | 2.7万股 | -477股-1.76% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.35% | 1.06% | $903.4万 | 9.9万股 | $646.2万 | 10.0万股 | -953股-0.95% | 减仓 |
 伊顿ETN |
| 1.35% | 1.22% | $902.2万 | 2.1万股 | $740.9万 | 2.1万股 | +457股+2.21% | 加仓 |
| I景顺QQQ信托VOO |
| 1.35% | 1.13% | $901.0万 | 1.2万股 | $686.4万 | 1.2万股 | +342股+2.88% | 加仓 |
 PHILIP MORRIS INTLPM |
| 1.25% | 1.28% | $834.6万 | 4.6万股 | $782.4万 | 4.7万股 | -1,190股-2.51% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.12% | 1.08% | $751.9万 | 1.0万股 | $660.8万 | 1.0万股 | -92股-0.91% | 减仓 |
 英伟达NVDA |
| 1.11% | 1.07% | $744.7万 | 3.7万股 | $651.0万 | 3.7万股 | -114股-0.31% | 减仓 |
 AON SHS CL AAON |
| 1.09% | 1.16% | $730.5万 | 2.2万股 | $709.6万 | 2.2万股 | +40股+0.18% | 加仓 |
 MERCADOLIBRE COMMELI |
| 1.09% | 1.27% | $729.5万 | 4,298股 | $775.1万 | 4,483股 | -185股-4.13% | 减仓 |
| IiShares安硕信托IDV |
| 1.09% | 1.2% | $727.3万 | 17.6万股 | $729.0万 | 17.1万股 | +4,268股+2.49% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.04% | 1.06% | $697.0万 | 3.0万股 | $643.7万 | 3.0万股 | +642股+2.16% | 加仓 |
 WASTE MGMT DELWM |
| 1.04% | 1.12% | $695.9万 | 3.1万股 | $683.0万 | 3.0万股 | +1,498股+5.04% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 1% | 0.94% | $672.9万 | 3.0万股 | $572.8万 | 2.9万股 | +785股+2.72% | 加仓 |
 迪士尼DIS |
| 0.92% | 1.03% | $618.1万 | 6.4万股 | $626.5万 | 6.5万股 | -785股-1.21% | 减仓 |
 ALTRIAMO |
| 0.89% | 0.87% | $598.5万 | 8.3万股 | $531.4万 | 8.1万股 | +2,660股+3.30% | 加仓 |
 家得宝HD |
| 0.89% | 0.91% | $596.5万 | 1.7万股 | $551.7万 | 1.7万股 | +137股+0.82% | 加仓 |
 杜克能源DUK |
| 0.87% | 0.96% | $583.9万 | 4.6万股 | $584.3万 | 4.5万股 | +1,508股+3.38% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.82% | 1.19% | $551.6万 | 4.5万股 | $723.5万 | 4.6万股 | -1,198股-2.60% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 0.79% | 0.78% | $528.8万 | 2.5万股 | $477.2万 | 2.5万股 | -8股-0.03% | 减仓 |
 CienaCIEN |
| 0.71% | 0.79% | $478.3万 | 9,750股 | $478.6万 | 1.2万股 | -2,577股-20.91% | 减仓 |
 默沙东MRK |
| 0.71% | 0.71% | $474.5万 | 3.7万股 | $432.0万 | 3.6万股 | +1,014股+2.82% | 加仓 |
 Meta平台META |
| 0.7% | 0.79% | $467.8万 | 8,305股 | $483.5万 | 8,451股 | -146股-1.73% | 减仓 |
 亚马逊AMZN |
| 0.67% | 0.65% | $449.0万 | 1.9万股 | $395.9万 | 1.9万股 | -170股-0.89% | 减仓 |
| IiShares安硕信托IUSB |
| 0.62% | 0.58% | $411.9万 | 8.9万股 | $350.9万 | 7.6万股 | +1.3万股+17.51% | 加仓 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 0.61% | 0.66% | $411.4万 | 5.0万股 | $402.3万 | 4.8万股 | +2,096股+4.41% | 加仓 |
| IiShares安硕IEMG |
| 0.6% | 0.6% | $401.3万 | 4.8万股 | $363.8万 | 5.2万股 | -3,726股-7.14% | 减仓 |
 霍尼韦尔HON |
| 0.59% | 1.33% | $395.6万 | 1.8万股 | $807.6万 | 3.6万股 | -1.8万股-50.55% | 减仓 |
| IiShares安硕信托IEFA |
| 0.55% | 0.52% | $371.0万 | 3.8万股 | $319.6万 | 3.5万股 | +3,112股+8.82% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.55% | 0.56% | $369.6万 | 3.6万股 | $338.3万 | 3.5万股 | +748股+2.15% | 加仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.53% | 0.54% | $357.3万 | 3.1万股 | $329.1万 | 2.5万股 | +6,096股+24.67% | 加仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.53% | — | $352.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
