 相干公司COHR |
| 6.16% | 5.06% | $1.25亿 | 31.7万股 | $9,847.5万 | 41.3万股 | -9.7万股-23.37% | 减仓 |
 摩根大通JPM |
| 5.33% | 5.12% | $1.08亿 | 33.0万股 | $9,961.6万 | 33.9万股 | -8,312股-2.45% | 减仓 |
 VisaV |
| 5.02% | 4.67% | $1.02亿 | 29.6万股 | $9,087.7万 | 30.1万股 | -4,250股-1.41% | 减仓 |
 Meta平台META |
| 4.2% | 4.52% | $8,524.3万 | 15.1万股 | $8,784.1万 | 15.4万股 | -2,202股-1.43% | 减仓 |
 罗克韦尔自动化ROK |
| 3.97% | 3.08% | $8,047.8万 | 16.3万股 | $5,998.4万 | 16.7万股 | -4,588股-2.74% | 减仓 |
 微软MSFT |
| 3.92% | 4.03% | $7,958.0万 | 21.3万股 | $7,848.6万 | 21.2万股 | +1,314股+0.62% | 加仓 |
| T赛默飞世尔TMO |
| 3.85% | 3.99% | $7,807.4万 | 15.6万股 | $7,755.0万 | 15.8万股 | -2,047股-1.30% | 减仓 |
 埃克森美孚XOM |
| 3.64% | 4.73% | $7,371.5万 | 53.9万股 | $9,201.8万 | 54.2万股 | -3,201股-0.59% | 减仓 |
 家得宝HD |
| 3.26% | 3.25% | $6,612.6万 | 18.7万股 | $6,312.6万 | 19.2万股 | -4,443股-2.31% | 减仓 |
| BBANK OF AMERBAC |
| 3.11% | 2.83% | $6,308.8万 | 110.7万股 | $5,506.2万 | 112.9万股 | -2.2万股-1.97% | 减仓 |
 PHILIP MORRIS INTLPM |
| 2.9% | 2.78% | $5,883.2万 | 32.5万股 | $5,401.6万 | 32.7万股 | -1,493股-0.46% | 减仓 |
 雪佛龙CVX |
| 2.41% | 3.18% | $4,879.8万 | 29.4万股 | $6,187.6万 | 29.9万股 | -4,674股-1.56% | 减仓 |
 默沙东MRK |
| 2.19% | 2.17% | $4,432.8万 | 34.5万股 | $4,229.1万 | 35.2万股 | -6,615股-1.88% | 减仓 |
 雅培ABT |
| 2.14% | 2.44% | $4,336.8万 | 47.8万股 | $4,747.0万 | 46.2万股 | +1.6万股+3.37% | 加仓 |
 苹果AAPL |
| 2.11% | 2.01% | $4,277.1万 | 14.8万股 | $3,910.7万 | 15.4万股 | -6,278股-4.07% | 减仓 |
 亚马逊AMZN |
| 2.1% | 1.88% | $4,265.3万 | 17.9万股 | $3,660.6万 | 17.6万股 | +3,196股+1.82% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.79% | 1.46% | $3,624.5万 | 12.1万股 | $2,832.3万 | 11.4万股 | +6,431股+5.63% | 加仓 |
 宝洁PG |
| 1.79% | 1.8% | $3,620.7万 | 24.7万股 | $3,506.1万 | 24.3万股 | +4,174股+1.72% | 加仓 |
 WASTE MGMT DELWM |
| 1.68% | 1.81% | $3,406.4万 | 15.3万股 | $3,526.0万 | 15.3万股 | -610股-0.40% | 减仓 |
 AFLAC COMAFL |
| 1.48% | 1.46% | $3,001.1万 | 25.6万股 | $2,832.1万 | 25.8万股 | -2,179股-0.84% | 减仓 |
 JacobsJ |
| 1.48% | 1.52% | $2,991.8万 | 23.7万股 | $2,965.1万 | 23.3万股 | +4,487股+1.93% | 加仓 |
 BELDENBDC |
| 1.42% | 1.36% | $2,872.1万 | 24.0万股 | $2,641.1万 | 23.0万股 | +9,521股+4.14% | 加仓 |
 百事可乐PEP |
| 1.39% | 1.69% | $2,827.2万 | 20.9万股 | $3,284.3万 | 21.1万股 | -2,692股-1.27% | 减仓 |
 强生JNJ |
| 1.37% | 1.38% | $2,781.8万 | 11.0万股 | $2,691.8万 | 11.0万股 | -590股-0.54% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.37% | 1.32% | $2,773.7万 | 8.8万股 | $2,559.1万 | 8.9万股 | -998股-1.12% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.31% | 0.99% | $2,655.9万 | 29.1万股 | $1,920.3万 | 29.7万股 | -5,990股-2.02% | 减仓 |
 埃森哲ACN |
| 1.31% | 2.13% | $2,651.9万 | 21.3万股 | $4,148.8万 | 20.9万股 | +3,878股+1.85% | 加仓 |
 REALTY INCOME COMO |
| 1.26% | 1.33% | $2,549.7万 | 41.2万股 | $2,579.4万 | 42.2万股 | -1.0万股-2.39% | 减仓 |
 迪士尼DIS |
| 1.18% | 1.26% | $2,395.0万 | 24.9万股 | $2,457.4万 | 25.5万股 | -6,145股-2.41% | 减仓 |
 甲骨文ORCL |
| 1.16% | 1.22% | $2,349.1万 | 16.0万股 | $2,365.8万 | 16.1万股 | -525股-0.33% | 减仓 |
| B博思艾伦BAH |
| 0.97% | 1.35% | $1,961.8万 | 32.3万股 | $2,634.9万 | 33.8万股 | -1.4万股-4.24% | 减仓 |
 RYAN SPECIALTYRYAN |
| 0.95% | 0.92% | $1,918.7万 | 50.8万股 | $1,788.7万 | 53.0万股 | -2.2万股-4.16% | 减仓 |
 POOLPOOL |
| 0.91% | 0.91% | $1,852.8万 | 8.6万股 | $1,767.2万 | 8.7万股 | -1,123股-1.29% | 减仓 |
| CCACI国际CACI |
| 0.91% | 0.74% | $1,848.0万 | 4.0万股 | $1,444.6万 | 2.7万股 | +1.3万股+50.19% | 加仓 |
 美国电力AEP |
| 0.86% | 0.58% | $1,753.2万 | 12.8万股 | $1,127.0万 | 8.6万股 | +4.2万股+49.05% | 加仓 |
| IIBMIBM |
| 0.84% | 0.76% | $1,708.8万 | 6.1万股 | $1,472.9万 | 6.1万股 | +1股+0.00% | 加仓 |
| CCBIZCBZ |
| 0.82% | 0.72% | $1,654.4万 | 51.6万股 | $1,404.4万 | 52.3万股 | -7,335股-1.40% | 减仓 |
 可口可乐KO |
| 0.8% | 0.78% | $1,618.7万 | 19.9万股 | $1,520.7万 | 20.0万股 | -780股-0.39% | 减仓 |
 沃尔玛WMT |
| 0.79% | 0.9% | $1,595.0万 | 14.1万股 | $1,755.8万 | 14.1万股 | -450股-0.32% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.79% | 0.75% | $1,592.3万 | 15.3万股 | $1,460.1万 | 15.0万股 | +2,962股+1.97% | 加仓 |
 英伟达NVDA |
| 0.71% | 0.64% | $1,448.5万 | 7.2万股 | $1,251.2万 | 7.2万股 | +651股+0.91% | 加仓 |
 礼来LLY |
| 0.63% | 0.5% | $1,279.4万 | 1.1万股 | $981.7万 | 1.1万股 | -6股-0.06% | 减仓 |
 LOWES COS COMLOW |
| 0.61% | 0.68% | $1,237.7万 | 5.6万股 | $1,323.1万 | 5.6万股 | +140股+0.25% | 加仓 |
 威瑞森VZ |
| 0.53% | 0.73% | $1,079.2万 | 25.5万股 | $1,428.7万 | 28.5万股 | -3.0万股-10.44% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.49% | 0.95% | $999.9万 | 23.4万股 | $1,852.2万 | 29.5万股 | -6.1万股-20.63% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.47% | 0.42% | $960.9万 | 4.3万股 | $813.0万 | 4.4万股 | -620股-1.42% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.35% | $857.3万 | 2.4万股 | $689.9万 | 2.4万股 | +214股+0.89% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.42% | 0.41% | $842.7万 | 14.6万股 | $801.6万 | 13.9万股 | +6,626股+4.76% | 加仓 |
| V先锋领航指数基金VOO |
| 0.41% | 0.36% | $841.4万 | 1.2万股 | $696.1万 | 1.2万股 | +601股+5.16% | 加仓 |
| IiShares安硕信托IVV |
| 0.38% | 0.38% | $780.1万 | 1.0万股 | $733.6万 | 1.1万股 | -814股-7.25% | 减仓 |
