 AMD超威AMD |
| 7.06% | 3.04% | $2,954.7万 | 5.1万股 | $1,151.5万 | 5.7万股 | -5,741股-10.14% | 减仓 |
 谷歌AGOOGL |
| 6.42% | 6.2% | $2,690.4万 | 7.5万股 | $2,350.7万 | 8.2万股 | -6,463股-7.91% | 减仓 |
 英伟达NVDA |
| 5.6% | 5.74% | $2,345.7万 | 11.7万股 | $2,176.3万 | 12.5万股 | -7,553股-6.05% | 减仓 |
 苹果AAPL |
| 5.07% | 5.26% | $2,123.9万 | 7.3万股 | $1,993.0万 | 7.9万股 | -5,132股-6.53% | 减仓 |
 ANALOG DEVICES COMADI |
| 4.65% | 4.6% | $1,947.6万 | 4.9万股 | $1,744.2万 | 5.5万股 | -5,787股-10.56% | 减仓 |
 应用材料AMAT |
| 3.64% | 2.01% | $1,523.9万 | 2.1万股 | $760.4万 | 2.2万股 | -1,170股-5.26% | 减仓 |
 强生JNJ |
| 3.57% | 4.05% | $1,495.3万 | 5.9万股 | $1,534.4万 | 6.3万股 | -3,896股-6.21% | 减仓 |
 亚马逊AMZN |
| 3.43% | 3.51% | $1,435.2万 | 6.0万股 | $1,331.6万 | 6.4万股 | -3,720股-5.82% | 减仓 |
 微软MSFT |
| 3.37% | 3.77% | $1,409.9万 | 3.8万股 | $1,429.2万 | 3.9万股 | -813股-2.11% | 减仓 |
 万事达MA |
| 3.14% | 3.56% | $1,313.8万 | 2.6万股 | $1,348.5万 | 2.7万股 | -1,408股-5.22% | 减仓 |
 罗克韦尔自动化ROK |
| 3.02% | 2.61% | $1,265.7万 | 2.6万股 | $991.0万 | 2.8万股 | -2,048股-7.42% | 减仓 |
 TJXTJX |
| 2.77% | 3.43% | $1,158.2万 | 7.6万股 | $1,298.8万 | 8.1万股 | -4,879股-6.00% | 减仓 |
 雷神技术RTX |
| 2.69% | 3.26% | $1,128.4万 | 5.9万股 | $1,234.1万 | 6.4万股 | -4,503股-7.04% | 减仓 |
 礼来LLY |
| 2.64% | 2.17% | $1,105.5万 | 9,217股 | $821.7万 | 8,934股 | +283股+3.17% | 加仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.52% | 2.46% | $1,056.2万 | 16.2万股 | $933.2万 | 17.1万股 | -9,407股-5.49% | 减仓 |
 宝洁PG |
| 2.31% | 2.68% | $968.9万 | 6.6万股 | $1,014.8万 | 7.0万股 | -4,181股-5.95% | 减仓 |
 ADPADP |
| 2.25% | 2.4% | $942.8万 | 4.2万股 | $909.7万 | 4.5万股 | -2,675股-5.97% | 减仓 |
 家得宝HD |
| 2.23% | 2.42% | $933.5万 | 2.6万股 | $918.3万 | 2.8万股 | -1,450股-5.19% | 减仓 |
 DANAHER DEL COMDHR |
| 2.06% | 2.42% | $861.8万 | 4.5万股 | $916.4万 | 4.8万股 | -3,089股-6.39% | 减仓 |
 雅培ABT |
| 1.99% | 2.63% | $834.4万 | 9.2万股 | $996.7万 | 9.7万股 | -5,129股-5.28% | 减仓 |
 福泰制药VRTX |
| 1.95% | 1.97% | $816.7万 | 1.6万股 | $747.3万 | 1.7万股 | -294股-1.76% | 减仓 |
 加拿大国家铁路CNI |
| 1.8% | 1.89% | $754.5万 | 6.3万股 | $714.9万 | 7.0万股 | -6,290股-9.04% | 减仓 |
 赛莱默XYL |
| 1.69% | 2.01% | $707.9万 | 6.0万股 | $760.7万 | 6.4万股 | -3,770股-5.92% | 减仓 |
 美国运通AXP |
| 1.67% | 1.56% | $699.7万 | 2.1万股 | $589.5万 | 1.9万股 | +1,195股+6.13% | 加仓 |
 APTARGROUPATR |
| 1.66% | 2.25% | $693.8万 | 5.5万股 | $853.0万 | 6.8万股 | -1.2万股-18.12% | 减仓 |
 雪佛龙CVX |
| 1.27% | 1.76% | $530.5万 | 3.2万股 | $668.7万 | 3.2万股 | -315股-0.97% | 减仓 |
 嘉信理财SCHW |
| 1.25% | 1.33% | $521.9万 | 5.7万股 | $502.9万 | 5.4万股 | +3,046股+5.69% | 加仓 |
 优步UBER |
| 1.18% | 1.29% | $495.1万 | 6.9万股 | $490.0万 | 6.8万股 | +495股+0.73% | 加仓 |
| N新纪元能源NEE |
| 1.06% | 1.1% | $442.7万 | 5.0万股 | $418.1万 | 4.5万股 | +5,417股+12.03% | 加仓 |
 阿斯麦ASML |
| 0.94% | 0.72% | $394.2万 | 2,010股 | $273.4万 | 2,070股 | -60股-2.90% | 减仓 |
| GGQG PARTNERS EMERGING MARKETS EQUITYINSTGQGIX |
| 0.8% | 0.88% | $333.4万 | 18.0万股 | $332.5万 | 18.3万股 | -2,867股-1.57% | 减仓 |
 埃克森美孚XOM |
| 0.76% | 1.24% | $317.4万 | 2.3万股 | $469.4万 | 2.8万股 | -4,450股-16.08% | 减仓 |
 CrowdStrikeCRWD |
| 0.74% | 0.39% | $308.4万 | 4,041股 | $148.6万 | 3,806股 | +235股+6.17% | 加仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 0.73% | 0.8% | $303.9万 | 3.3万股 | $304.6万 | 3.3万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.67% | 0.49% | $281.1万 | 2,640股 | $187.0万 | 2,640股 | 00.00% | 持仓不变 |
| AAMG RIVER ROAD SMALL-MID CAP VARIMX |
| 0.66% | 0.67% | $274.5万 | 26.0万股 | $254.8万 | 26.1万股 | -616股-0.24% | 减仓 |
 博通AVGO |
| 0.65% | 0.36% | $271.0万 | 7,175股 | $137.8万 | 4,452股 | +2,723股+61.16% | 加仓 |
 CARRIER GLOBALCARR |
| 0.53% | 0.64% | $220.8万 | 3.0万股 | $244.2万 | 4.3万股 | -1.3万股-30.59% | 减仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.49% | 0.6% | $207.1万 | 2.0万股 | $226.8万 | 2.3万股 | -2,720股-11.88% | 减仓 |
 默沙东MRK |
| 0.48% | 0.53% | $199.7万 | 1.6万股 | $202.6万 | 1.7万股 | -1,300股-7.72% | 减仓 |
 联合健康UNH |
| 0.47% | 0.68% | $196.1万 | 4,717股 | $257.9万 | 9,531股 | -4,814股-50.51% | 减仓 |
 WASTE CONNECTIONSWCN |
| 0.41% | 0.29% | $172.5万 | 1.0万股 | $108.8万 | 6,695股 | +3,655股+54.59% | 加仓 |
 诺华NVS |
| 0.39% | 0.42% | $163.6万 | 1.0万股 | $159.4万 | 1.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 0.32% | 0.32% | $132.4万 | 5,261股 | $121.8万 | 5,601股 | -340股-6.07% | 减仓 |
 EOG资源EOG |
| 0.32% | 0.39% | $132.3万 | 1.0万股 | $147.5万 | 1.0万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.31% | 0.27% | $129.6万 | 6,200股 | $102.0万 | 6,200股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.3% | 0.3% | $127.6万 | 4,690股 | $113.8万 | 4,690股 | 00.00% | 持仓不变 |
 VisaV |
| 0.28% | 0.27% | $116.7万 | 3,400股 | $102.8万 | 3,400股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.26% | 0.24% | $110.2万 | 3,120股 | $89.5万 | 3,121股 | -1股-0.03% | 减仓 |
| FFiservFISV |
| 0.25% | 0.73% | $106.2万 | 2.2万股 | $277.5万 | 5.0万股 | -2.8万股-56.48% | 减仓 |
