 苹果AAPL |
| 5.93% | 5.81% | $7,998.4万 | 27.6万股 | $7,059.4万 | 27.8万股 | -1,744股-0.63% | 减仓 |
 迈威尔MRVL |
| 5.27% | 2.01% | $7,101.3万 | 23.8万股 | $2,444.4万 | 24.7万股 | -8,394股-3.40% | 减仓 |
 摩根大通JPM |
| 5.01% | 5.03% | $6,760.6万 | 20.7万股 | $6,117.9万 | 20.8万股 | -1,441股-0.69% | 减仓 |
 亚马逊AMZN |
| 4.81% | 4.7% | $6,487.6万 | 27.2万股 | $5,715.0万 | 27.4万股 | -2,205股-0.80% | 减仓 |
 好市多COST |
| 4.34% | 5.14% | $5,855.6万 | 6.3万股 | $6,249.8万 | 6.3万股 | -126股-0.20% | 减仓 |
 谷歌AGOOGL |
| 4.14% | 3.74% | $5,580.1万 | 15.6万股 | $4,547.8万 | 15.8万股 | -2,008股-1.27% | 减仓 |
 TJXTJX |
| 3.67% | 4.33% | $4,953.9万 | 32.7万股 | $5,260.7万 | 32.9万股 | -2,423股-0.74% | 减仓 |
 礼来LLY |
| 3.59% | 3.05% | $4,843.7万 | 4.0万股 | $3,708.9万 | 4.0万股 | +60股+0.15% | 加仓 |
| BBANK OF AMERBAC |
| 3.32% | 3.18% | $4,477.2万 | 78.6万股 | $3,859.5万 | 79.2万股 | -5,944股-0.75% | 减仓 |
 WASTE MGMT DELWM |
| 3.31% | 3.91% | $4,468.5万 | 20.0万股 | $4,749.5万 | 20.7万股 | -6,197股-3.00% | 减仓 |
 微软MSFT |
| 3.26% | 3.59% | $4,394.4万 | 11.8万股 | $4,362.7万 | 11.8万股 | -51股-0.04% | 减仓 |
 家得宝HD |
| 3.06% | 3.18% | $4,122.5万 | 11.7万股 | $3,859.9万 | 11.7万股 | -471股-0.40% | 减仓 |
 黑石集团BX |
| 2.71% | 2.96% | $3,651.9万 | 31.0万股 | $3,595.3万 | 31.3万股 | -2,313股-0.74% | 减仓 |
 万事达MA |
| 2.68% | 2.92% | $3,608.3万 | 7.0万股 | $3,545.6万 | 7.1万股 | -705股-0.99% | 减仓 |
 VisaV |
| 2.6% | 2.54% | $3,500.7万 | 10.2万股 | $3,083.8万 | 10.2万股 | +2股+0.00% | 加仓 |
 COPART COMCPRT |
| 2.58% | 3.37% | $3,476.1万 | 123.3万股 | $4,093.1万 | 123.3万股 | +245股+0.02% | 加仓 |
| OOPENLANEOPLN |
| 2.33% | 1.87% | $3,144.7万 | 76.3万股 | $2,273.4万 | 78.0万股 | -1.7万股-2.22% | 减仓 |
 OWENS CORNING NEW COMOC |
| 2.31% | 1.75% | $3,114.4万 | 19.6万股 | $2,123.6万 | 19.6万股 | -305股-0.16% | 减仓 |
| IIBMIBM |
| 2.25% | 2.11% | $3,039.8万 | 10.8万股 | $2,561.2万 | 10.6万股 | +2,431股+2.30% | 加仓 |
 WASTE CONNECTIONSWCN |
| 2.22% | 2.42% | $2,989.0万 | 17.9万股 | $2,940.9万 | 18.1万股 | -1,730股-0.96% | 减仓 |
 联合太平洋铁路UNP |
| 2.06% | 2.04% | $2,782.7万 | 10.2万股 | $2,482.1万 | 10.2万股 | 00.00% | 持仓不变 |
 波音BA |
| 1.89% | 1.92% | $2,548.0万 | 11.8万股 | $2,331.2万 | 11.7万股 | +578股+0.49% | 加仓 |
 优步UBER |
| 1.81% | 2% | $2,446.5万 | 33.9万股 | $2,435.9万 | 33.9万股 | +391股+0.12% | 加仓 |
 多佛DOV |
| 1.6% | 1.65% | $2,153.1万 | 9.6万股 | $2,001.1万 | 9.6万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 1.53% | 1.59% | $2,058.3万 | 16.0万股 | $1,926.8万 | 16.0万股 | 00.00% | 持仓不变 |
 林德LIN |
| 1.38% | 1.46% | $1,860.6万 | 3.6万股 | $1,774.8万 | 3.6万股 | +54股+0.15% | 加仓 |
 再生元REGN |
| 1.28% | 0.69% | $1,725.4万 | 2.8万股 | $838.8万 | 1.1万股 | +1.7万股+154.89% | 加仓 |
 英伟达NVDA |
| 1.25% | 1.21% | $1,679.7万 | 8.4万股 | $1,467.1万 | 8.4万股 | -175股-0.21% | 减仓 |
 霍尼韦尔HON |
| 1.08% | 2.41% | $1,454.7万 | 6.5万股 | $2,931.3万 | 13.0万股 | -6.5万股-49.90% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.05% | — | $1,416.4万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 埃克森美孚XOM |
| 0.99% | 1.36% | $1,328.6万 | 9.7万股 | $1,648.8万 | 9.7万股 | 00.00% | 持仓不变 |
 美敦力MDT |
| 0.95% | 1.21% | $1,280.4万 | 16.4万股 | $1,472.1万 | 17.0万股 | -6,219股-3.66% | 减仓 |
 思科CSCO |
| 0.85% | 0.62% | $1,151.4万 | 9.8万股 | $754.6万 | 9.7万股 | +768股+0.79% | 加仓 |
 ENPHASE ENERGY COMENPH |
| 0.75% | 0.05% | $1,008.6万 | 20.5万股 | $66.6万 | 1.8万股 | +18.7万股+1,062.07% | 加仓 |
 艾默生电气EMR |
| 0.73% | 0.74% | $981.1万 | 6.9万股 | $898.6万 | 6.9万股 | -50股-0.07% | 减仓 |
 希捷STX |
| 0.65% | 0.29% | $870.9万 | 9,025股 | $353.6万 | 9,025股 | 00.00% | 持仓不变 |
 纽柯钢铁NUE |
| 0.62% | 0.52% | $830.1万 | 3.7万股 | $633.5万 | 3.7万股 | -200股-0.53% | 减仓 |
 艾伯维ABBV |
| 0.57% | 0.55% | $771.4万 | 3.1万股 | $666.7万 | 3.1万股 | 00.00% | 持仓不变 |
 CAMDEN NATLCAC |
| 0.55% | 0.54% | $744.4万 | 13.7万股 | $656.4万 | 13.8万股 | -1,050股-0.76% | 减仓 |
 麦当劳MCD |
| 0.54% | 0.69% | $727.2万 | 2.7万股 | $836.1万 | 2.7万股 | 00.00% | 持仓不变 |
 M&T银行MTB |
| 0.53% | 0.51% | $712.8万 | 3.0万股 | $619.1万 | 3.0万股 | 00.00% | 持仓不变 |
 雪佛龙CVX |
| 0.5% | 0.69% | $670.2万 | 4.0万股 | $836.6万 | 4.0万股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 0.44% | 0.52% | $597.9万 | 6.8万股 | $635.5万 | 6.8万股 | -300股-0.44% | 减仓 |
 NETFLIXNFLX |
| 0.42% | 0.03% | $569.9万 | 8.0万股 | $32.6万 | 3,395股 | +7.6万股+2,251.19% | 加仓 |
 AMGEN COMAMGN |
| 0.38% | 0.41% | $515.7万 | 1.4万股 | $501.0万 | 1.4万股 | 00.00% | 持仓不变 |
 壳牌SHEL |
| 0.38% | 0.51% | $513.1万 | 6.6万股 | $615.4万 | 6.6万股 | 00.00% | 持仓不变 |
 GE航空GE |
| 0.29% | 0.24% | $384.9万 | 1.0万股 | $292.3万 | 1.0万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.28% | 0.25% | $374.5万 | 1.1万股 | $307.6万 | 1.1万股 | -125股-1.17% | 减仓 |
 美国运通AXP |
| 0.28% | 0.23% | $373.9万 | 1.1万股 | $281.0万 | 9,291股 | +1,764股+18.99% | 加仓 |
 宝洁PG |
| 0.22% | 0.24% | $290.4万 | 2.0万股 | $286.0万 | 2.0万股 | 00.00% | 持仓不变 |
