 苹果AAPL |
| 9.73% | 9.17% | $2,296.9万 | 7.9万股 | $2,061.7万 | 8.1万股 | -1,859股-2.29% | 减仓 |
 康宁GLW |
| 6.59% | 3.75% | $1,557.0万 | 6.1万股 | $842.2万 | 6.2万股 | -985股-1.59% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 5.78% | 5.07% | $1,364.7万 | 3.9万股 | $1,140.4万 | 4.0万股 | -1,130股-2.84% | 减仓 |
 谷歌AGOOGL |
| 5.08% | 4.38% | $1,198.8万 | 3.4万股 | $984.6万 | 3.4万股 | -693股-2.02% | 减仓 |
 QUANTA SVCSPWR |
| 4.67% | 3.8% | $1,103.3万 | 1.5万股 | $854.5万 | 1.6万股 | -240股-1.54% | 减仓 |
| V先锋领航白厅基金VYM |
| 4.13% | 4.06% | $974.3万 | 6.2万股 | $913.0万 | 6.2万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 3.81% | 5% | $898.5万 | 6.6万股 | $1,123.9万 | 6.6万股 | -525股-0.79% | 减仓 |
 阿格尼科鹰矿AEM |
| 3.47% | 4.79% | $818.4万 | 5.3万股 | $1,075.8万 | 5.3万股 | -245股-0.46% | 减仓 |
 好市多COST |
| 3.13% | 3.61% | $738.1万 | 7,890股 | $811.1万 | 8,140股 | -250股-3.07% | 减仓 |
 微软MSFT |
| 2.71% | 2.88% | $639.6万 | 1.7万股 | $647.3万 | 1.7万股 | -342股-1.96% | 减仓 |
 雪佛龙CVX |
| 2.35% | 3.09% | $554.9万 | 3.3万股 | $694.6万 | 3.4万股 | -100股-0.30% | 减仓 |
 强生JNJ |
| 1.93% | 1.98% | $454.7万 | 1.8万股 | $445.9万 | 1.8万股 | -337股-1.85% | 减仓 |
| IiShares白银信托SLV |
| 1.9% | 2.55% | $449.1万 | 8.4万股 | $572.4万 | 8.4万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.57% | 1.78% | $369.9万 | 1.9万股 | $400.7万 | 2.1万股 | -1,275股-6.14% | 减仓 |
 GE航空GE |
| 1.49% | 1.19% | $352.8万 | 9,440股 | $268.3万 | 9,440股 | 00.00% | 持仓不变 |
 VanEck ETF信托GDXJ |
| 1.47% | 1.88% | $346.4万 | 3.5万股 | $423.3万 | 3.5万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.43% | — | $337.6万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNAB |
| 1.42% | 1.59% | $335.2万 | 9.5万股 | $356.7万 | 9.5万股 | -100股-0.10% | 减仓 |
 AMGEN COMAMGN |
| 1.37% | 1.47% | $324.2万 | 8,954股 | $329.8万 | 9,374股 | -420股-4.48% | 减仓 |
 L3哈里斯LHX |
| 1.34% | 1.72% | $316.0万 | 1.1万股 | $385.7万 | 1.1万股 | -300股-2.68% | 减仓 |
 霍尼韦尔HON |
| 1.3% | 2.86% | $307.2万 | 1.4万股 | $642.5万 | 2.8万股 | -1.5万股-51.74% | 减仓 |
 英伟达NVDA |
| 1.29% | 1.3% | $303.9万 | 1.5万股 | $292.3万 | 1.7万股 | -1,575股-9.40% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.28% | — | $303.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 宝洁PG |
| 1.22% | 1.28% | $288.9万 | 2.0万股 | $287.2万 | 2.0万股 | -180股-0.91% | 减仓 |
 Tc Energy Corp COMMONTRP |
| 1.22% | 1.21% | $288.7万 | 4.3万股 | $272.5万 | 4.3万股 | 00.00% | 持仓不变 |
 HEXCEL NEWHXL |
| 1.15% | 0.98% | $271.6万 | 2.7万股 | $219.6万 | 2.7万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 1.06% | 1.15% | $250.9万 | 5,000股 | $258.5万 | 5,255股 | -255股-4.85% | 减仓 |
 FLEX LNG LTD FFLNG |
| 1.05% | 1.18% | $248.6万 | 8.9万股 | $265.3万 | 8.9万股 | -700股-0.78% | 减仓 |
 亚马逊AMZN |
| 1.01% | 0.98% | $238.2万 | 9,996股 | $220.8万 | 1.1万股 | -605股-5.71% | 减仓 |
 艾默生电气EMR |
| 0.92% | 0.89% | $218.1万 | 1.5万股 | $199.6万 | 1.5万股 | 00.00% | 持仓不变 |
 AMERICAN WTR WKS NEWAWK |
| 0.77% | 0.88% | $183.0万 | 1.4万股 | $198.8万 | 1.5万股 | -700股-4.79% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.76% | 0.81% | $179.7万 | 9.4万股 | $181.4万 | 9.4万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 0.76% | 0.38% | $179.3万 | 4,135股 | $85.6万 | 4,000股 | +135股+3.38% | 加仓 |
| PPRIME MEDICINEPRME |
| 0.7% | 0.72% | $165.7万 | 44.9万股 | $160.9万 | 46.2万股 | -1.3万股-2.87% | 减仓 |
| AAPPLIED DIGITALAPLD |
| 0.67% | 0.45% | $157.7万 | 4.2万股 | $100.4万 | 4.2万股 | 00.00% | 持仓不变 |
 BROOKFIELD INFRASTRUC LPBIP |
| 0.61% | 0.64% | $144.6万 | 3.9万股 | $143.2万 | 3.9万股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.6% | 0.74% | $142.6万 | 1.6万股 | $167.5万 | 1.6万股 | -600股-3.68% | 减仓 |
 金佰利KMB |
| 0.6% | 0.56% | $141.2万 | 1.3万股 | $125.2万 | 1.3万股 | -100股-0.78% | 减仓 |
| MMPLXFFUT |
| 0.6% | 0.63% | $140.8万 | 2.5万股 | $142.7万 | 2.5万股 | 00.00% | 持仓不变 |
 PPL COMPPL |
| 0.59% | 0.65% | $139.0万 | 3.8万股 | $146.1万 | 3.8万股 | 00.00% | 持仓不变 |
| IIMPERIAL OILIMO |
| 0.56% | 0.69% | $133.3万 | 1.2万股 | $155.6万 | 1.2万股 | 00.00% | 持仓不变 |
 自由港麦克莫兰FCX |
| 0.53% | 0.19% | $125.3万 | 2.0万股 | $42.6万 | 7,250股 | +1.3万股+174.87% | 加仓 |
 康菲石油COP |
| 0.53% | 0.69% | $125.0万 | 1.2万股 | $154.2万 | 1.2万股 | +342股+2.93% | 加仓 |
| Q高通QCOM |
| 0.51% | 0.37% | $120.4万 | 6,518股 | $83.9万 | 6,518股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.48% | 0.43% | $114.0万 | 2.0万股 | $97.5万 | 2.0万股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.47% | 0.5% | $111.8万 | 1.5万股 | $112.0万 | 1.7万股 | -1,400股-8.38% | 减仓 |
 纽蒙特NEM |
| 0.45% | 0.56% | $106.2万 | 1.1万股 | $126.5万 | 1.2万股 | -315股-2.70% | 减仓 |
 德文能源DVN |
| 0.44% | 0.01% | $103.8万 | 2.5万股 | $2.5万 | 500股 | +2.5万股+4,926.20% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.43% | 0.45% | $101.3万 | 8,672股 | $100.4万 | 8,672股 | 00.00% | 持仓不变 |
 HSBC SPON ADR NEWHSBC |
| 0.41% | 0.38% | $96.0万 | 1.0万股 | $85.6万 | 1.0万股 | 00.00% | 持仓不变 |
