 苹果AAPL |
| 15.46% | 15.81% | $2,272.7万 | 7.9万股 | $2,003.0万 | 7.9万股 | -384股-0.49% | 减仓 |
 DANAHER DEL COMDHR |
| 13.25% | 8.79% | $1,948.3万 | 9.7万股 | $1,113.1万 | 6.4万股 | +3.4万股+52.57% | 加仓 |
 黑石集团BX |
| 10.85% | 7.21% | $1,594.4万 | 13.6万股 | $913.4万 | 7.9万股 | +5.6万股+70.59% | 加仓 |
 AMGEN COMAMGN |
| 3.99% | 4.63% | $586.8万 | 1.6万股 | $586.0万 | 1.7万股 | -451股-2.71% | 减仓 |
 卡特彼勒CAT |
| 3.48% | 2.68% | $511.2万 | 4,800股 | $340.1万 | 4,800股 | 00.00% | 持仓不变 |
 好市多COST |
| 2.95% | 3.84% | $433.6万 | 4,635股 | $487.0万 | 4,887股 | -252股-5.16% | 减仓 |
 GE航空GE |
| 2.84% | 2.5% | $417.0万 | 1.1万股 | $316.6万 | 1.1万股 | +2股+0.02% | 加仓 |
 英特尔INTC |
| 2.56% | 0.99% | $376.7万 | 2.7万股 | $125.7万 | 2.8万股 | -1,500股-5.27% | 减仓 |
 微软MSFT |
| 2.53% | 2.89% | $371.6万 | 9,963股 | $365.9万 | 9,844股 | +119股+1.21% | 加仓 |
 沃尔玛WMT |
| 2.48% | 3.49% | $364.7万 | 3.2万股 | $442.4万 | 3.6万股 | -3,400股-9.55% | 减仓 |
 雪佛龙CVX |
| 2.28% | 3.29% | $334.7万 | 2.0万股 | $416.7万 | 2.0万股 | +50股+0.25% | 加仓 |
 GE VernovaGEV |
| 2.13% | 1.83% | $312.8万 | 2,663股 | $232.4万 | 2,662股 | +1股+0.04% | 加仓 |
 艾伯维ABBV |
| 2.13% | 2.43% | $312.7万 | 1.2万股 | $308.3万 | 1.4万股 | -1,750股-12.35% | 减仓 |
| BBANK OF AMERBAC |
| 1.93% | 2.11% | $283.6万 | 5.0万股 | $267.0万 | 5.5万股 | -5,009股-9.14% | 减仓 |
 CSX铁路CSX |
| 1.59% | 1.6% | $234.3万 | 4.9万股 | $202.3万 | 4.9万股 | +18股+0.04% | 加仓 |
 亚马逊AMZN |
| 1.54% | 1.51% | $226.6万 | 9,506股 | $191.6万 | 9,200股 | +306股+3.33% | 加仓 |
 应用材料AMAT |
| 1.49% | 0.82% | $218.4万 | 3,020股 | $103.5万 | 3,030股 | -10股-0.33% | 减仓 |
 美光科技MU |
| 1.44% | 0.65% | $212.0万 | 1,837股 | $82.8万 | 2,451股 | -614股-25.05% | 减仓 |
 思科CSCO |
| 1.41% | 1.08% | $207.3万 | 1.8万股 | $136.9万 | 1.8万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 1.38% | 1.61% | $203.3万 | 6,210股 | $204.5万 | 6,953股 | -743股-10.69% | 减仓 |
 波音BA |
| 1.38% | 1.45% | $202.4万 | 9,350股 | $183.1万 | 9,200股 | +150股+1.63% | 加仓 |
 强生JNJ |
| 1.37% | 3.25% | $200.8万 | 7,907股 | $411.4万 | 1.7万股 | -8,922股-53.02% | 减仓 |
 埃克森美孚XOM |
| 1.19% | 1.72% | $175.4万 | 1.3万股 | $218.0万 | 1.3万股 | -19股-0.15% | 减仓 |
| KKKR & COMKKR |
| 1.11% | 1.15% | $163.2万 | 1.6万股 | $146.3万 | 1.5万股 | +1,560股+10.70% | 加仓 |
 ILLINOIS TOOLITW |
| 1.07% | 1.27% | $156.9万 | 5,800股 | $161.0万 | 6,186股 | -386股-6.24% | 减仓 |
 美国运通AXP |
| 1.03% | 1.07% | $151.9万 | 4,492股 | $135.9万 | 4,492股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.98% | 1.09% | $144.5万 | 2,888股 | $138.4万 | 2,888股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.93% | 0.86% | $136.1万 | 3,609股 | $109.5万 | 3,809股 | -200股-5.25% | 减仓 |
 宝洁PG |
| 0.87% | 1.18% | $127.4万 | 8,685股 | $150.0万 | 1.0万股 | -1,700股-16.37% | 减仓 |
| C花旗集团C |
| 0.87% | 0.81% | $127.3万 | 9,095股 | $102.9万 | 9,075股 | +20股+0.22% | 加仓 |
| B巴里克黄金GOLD |
| 0.86% | 0.33% | $126.6万 | 3.5万股 | $41.3万 | 1.0万股 | +2.5万股+245.68% | 加仓 |
 高盛GS |
| 0.83% | 0.8% | $121.7万 | 1,293股 | $101.8万 | 1,203股 | +90股+7.48% | 加仓 |
 渤健BIIB |
| 0.81% | 0.8% | $118.8万 | 5,500股 | $100.8万 | 5,500股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.78% | 0.69% | $115.1万 | 3,860股 | $87.4万 | 4,500股 | -640股-14.22% | 减仓 |
 迪尔DE |
| 0.69% | 0.71% | $101.4万 | 1,598股 | $90.0万 | 1,598股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.63% | 0.75% | $92.6万 | 3.5万股 | $95.4万 | 3.5万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.45% | 0.32% | $66.6万 | 3,510股 | $40.5万 | 2,100股 | +1,410股+67.14% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.45% | 1.43% | $66.5万 | 8,750股 | $181.8万 | 8,935股 | -185股-2.07% | 减仓 |
| PPJT Partners, Inc. CL APJT |
| 0.44% | 0.47% | $64.4万 | 4,267股 | $59.6万 | 4,263股 | +4股+0.09% | 加仓 |
| AAT&TT |
| 0.38% | 0.68% | $56.5万 | 2.7万股 | $86.0万 | 3.0万股 | -2,392股-8.06% | 减仓 |
 家得宝HD |
| 0.38% | 0.38% | $55.4万 | 1,570股 | $48.7万 | 1,481股 | +89股+6.01% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.33% | 0.45% | $48.4万 | 8,376股 | $56.6万 | 9,817股 | -1,441股-14.68% | 减仓 |
 艾默生电气EMR |
| 0.33% | 0.35% | $48.4万 | 3,383股 | $44.3万 | 3,380股 | +3股+0.09% | 加仓 |
 雅培ABT |
| 0.32% | 0.43% | $47.6万 | 5,250股 | $53.9万 | 5,250股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.32% | 0.41% | $47.4万 | 3,750股 | $52.3万 | 3,750股 | 00.00% | 持仓不变 |
 百事可乐PEP |
| 0.31% | 0.41% | $45.4万 | 3,350股 | $52.0万 | 3,350股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.29% | 0.36% | $42.1万 | 7,300股 | $45.8万 | 7,550股 | -250股-3.31% | 减仓 |
 VisaV |
| 0.28% | 0.28% | $40.9万 | 1,193股 | $36.1万 | 1,193股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.28% | 0.28% | $40.8万 | 1,450股 | $35.1万 | 1,450股 | 00.00% | 持仓不变 |
 MP MATERIALSMP |
| 0.28% | 0.22% | $40.6万 | 7,250股 | $27.7万 | 5,750股 | +1,500股+26.09% | 加仓 |
