 苹果AAPL |
| 6.96% | 6.52% | $5,862.7万 | 20.3万股 | $5,233.8万 | 20.6万股 | -3,619股-1.75% | 减仓 |
 卡特彼勒CAT |
| 5.1% | 4.06% | $4,296.1万 | 4.0万股 | $3,264.6万 | 4.6万股 | -5,738股-12.45% | 减仓 |
 摩根大通JPM |
| 4.77% | 4.59% | $4,020.6万 | 12.3万股 | $3,687.0万 | 12.5万股 | -2,510股-2.00% | 减仓 |
 强生JNJ |
| 3.81% | 4.01% | $3,206.3万 | 12.6万股 | $3,221.6万 | 13.2万股 | -5,552股-4.21% | 减仓 |
 微软MSFT |
| 3.72% | 3.74% | $3,128.5万 | 8.4万股 | $3,001.7万 | 8.1万股 | +2,780股+3.43% | 加仓 |
 博通AVGO |
| 3.07% | 2.83% | $2,584.5万 | 6.8万股 | $2,274.3万 | 7.3万股 | -5,063股-6.89% | 减仓 |
 雷神技术RTX |
| 2.97% | 3.28% | $2,504.7万 | 13.2万股 | $2,638.3万 | 13.7万股 | -4,760股-3.48% | 减仓 |
| IiShares安硕·FLOATING RATE BOND ETFFLOT |
| 2.94% | 2.96% | $2,473.6万 | 48.5万股 | $2,375.0万 | 46.6万股 | +1.8万股+3.95% | 加仓 |
 伍德沃德WWD |
| 2.84% | 2.64% | $2,389.2万 | 5.6万股 | $2,122.7万 | 5.9万股 | -3,149股-5.31% | 减仓 |
 史赛克SYK |
| 2.83% | 2.95% | $2,385.4万 | 7.6万股 | $2,369.9万 | 7.2万股 | +3,644股+5.05% | 加仓 |
 艺康ECL |
| 2.37% | 2.36% | $1,996.4万 | 7.2万股 | $1,899.6万 | 7.1万股 | +248股+0.35% | 加仓 |
 艾伯维ABBV |
| 2.18% | 1.93% | $1,840.0万 | 7.3万股 | $1,548.0万 | 7.1万股 | +1,944股+2.73% | 加仓 |
 GE VernovaGEV |
| 2.04% | 1.84% | $1,713.8万 | 1.5万股 | $1,479.4万 | 1.7万股 | -2,361股-13.93% | 减仓 |
 Vulcan材料VMC |
| 1.96% | 1.92% | $1,651.1万 | 5.6万股 | $1,540.1万 | 5.7万股 | -592股-1.05% | 减仓 |
 亚马逊AMZN |
| 1.94% | 1.79% | $1,635.6万 | 6.9万股 | $1,439.2万 | 6.9万股 | -477股-0.69% | 减仓 |
 星座能源CEG |
| 1.9% | 2.17% | $1,602.6万 | 6.5万股 | $1,745.6万 | 6.3万股 | +2,013股+3.22% | 加仓 |
| WWATSCOWSO |
| 1.81% | 1.68% | $1,523.3万 | 3.7万股 | $1,347.1万 | 3.7万股 | -477股-1.29% | 减仓 |
| T赛默飞世尔TMO |
| 1.79% | 1.88% | $1,508.1万 | 3.0万股 | $1,506.5万 | 3.1万股 | -569股-1.86% | 减仓 |
 柯蒂斯怀特CW |
| 1.72% | 1.73% | $1,451.0万 | 1.9万股 | $1,388.1万 | 2.0万股 | -1,230股-6.04% | 减仓 |
 美国运通AXP |
| 1.71% | 1.62% | $1,438.9万 | 4.3万股 | $1,298.1万 | 4.3万股 | -375股-0.87% | 减仓 |
 帕兰提尔PLTR |
| 1.7% | 2.19% | $1,432.7万 | 12.3万股 | $1,757.1万 | 12.0万股 | +2,685股+2.24% | 加仓 |
 NETFLIXNFLX |
| 1.7% | 1.33% | $1,432.6万 | 20.1万股 | $1,069.2万 | 11.1万股 | +8.9万股+80.43% | 加仓 |
 安费诺APH |
| 1.56% | 1.24% | $1,314.3万 | 7.5万股 | $999.7万 | 7.9万股 | -4,580股-5.79% | 减仓 |
| N新纪元能源NEE |
| 1.52% | 1.63% | $1,283.8万 | 14.6万股 | $1,310.6万 | 14.1万股 | +5,166股+3.66% | 加仓 |
 ALCON ORD SHSALC |
| 1.4% | 1.69% | $1,179.4万 | 17.6万股 | $1,359.1万 | 18.0万股 | -4,593股-2.55% | 减仓 |
 PAYCHEX COMPAYX |
| 1.38% | 1.24% | $1,163.0万 | 11.8万股 | $999.5万 | 10.8万股 | +9,776股+9.01% | 加仓 |
| IIBMIBM |
| 1.32% | 1.11% | $1,108.3万 | 3.9万股 | $888.2万 | 3.7万股 | +2,770股+7.56% | 加仓 |
 默沙东MRK |
| 1.3% | 1.32% | $1,098.4万 | 8.5万股 | $1,060.4万 | 8.8万股 | -2,676股-3.04% | 减仓 |
 雪佛龙CVX |
| 1.28% | 1.73% | $1,078.7万 | 6.5万股 | $1,393.5万 | 6.7万股 | -2,272股-3.37% | 减仓 |
 应用材料AMAT |
| 1.11% | 0.64% | $936.6万 | 1.3万股 | $514.8万 | 1.5万股 | -2,108股-14.00% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.07% | 0.93% | $900.0万 | 2.5万股 | $744.0万 | 2.6万股 | -463股-1.79% | 减仓 |
 思科CSCO |
| 1.02% | 0.73% | $858.7万 | 7.3万股 | $589.7万 | 7.6万股 | -2,902股-3.82% | 减仓 |
 CHURCH & DWIGHTCHD |
| 0.97% | 1.02% | $817.6万 | 8.4万股 | $817.1万 | 8.8万股 | -3,175股-3.63% | 减仓 |
 谷歌AGOOGL |
| 0.91% | 0.8% | $767.0万 | 2.1万股 | $639.3万 | 2.2万股 | -769股-3.46% | 减仓 |
 宝洁PG |
| 0.88% | 0.93% | $738.7万 | 5.0万股 | $748.8万 | 5.2万股 | -1,466股-2.83% | 减仓 |
 赛富时CRM |
| 0.85% | — | $717.5万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 雅培ABT |
| 0.83% | 1% | $700.6万 | 7.7万股 | $805.2万 | 7.8万股 | -1,218股-1.55% | 减仓 |
 BLACKSTONE SECD LENDINGBXSL |
| 0.78% | 0.82% | $659.0万 | 27.8万股 | $662.0万 | 27.9万股 | -1,510股-0.54% | 减仓 |
 SterisSTE |
| 0.75% | 0.87% | $633.5万 | 3.0万股 | $700.5万 | 3.2万股 | -1,591股-5.02% | 减仓 |
 沃尔玛WMT |
| 0.75% | 0.9% | $633.2万 | 5.6万股 | $721.8万 | 5.8万股 | -2,169股-3.73% | 减仓 |
 嘉信理财SCHW |
| 0.72% | 0.79% | $610.3万 | 6.6万股 | $638.2万 | 6.8万股 | -1,773股-2.61% | 减仓 |
 百事可乐PEP |
| 0.72% | 0.88% | $606.9万 | 4.5万股 | $705.5万 | 4.5万股 | -603股-1.33% | 减仓 |
 Truist金融TFC |
| 0.68% | 0.67% | $569.8万 | 11.4万股 | $542.1万 | 11.8万股 | -3,546股-3.01% | 减仓 |
 埃克森美孚XOM |
| 0.66% | 1.98% | $554.5万 | 4.1万股 | $1,586.6万 | 9.4万股 | -5.3万股-56.63% | 减仓 |
 霍尼韦尔HON |
| 0.66% | 1.42% | $554.1万 | 2.5万股 | $1,141.7万 | 5.1万股 | -2.6万股-51.01% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.65% | — | $545.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 COPART COMCPRT |
| 0.6% | 0.81% | $506.0万 | 17.9万股 | $649.7万 | 19.6万股 | -1.6万股-8.28% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.53% | 0.5% | $446.1万 | 8,915股 | $397.7万 | 8,300股 | +615股+7.41% | 加仓 |
 L3哈里斯LHX |
| 0.53% | 0.69% | $445.9万 | 1.5万股 | $552.8万 | 1.6万股 | -671股-4.19% | 减仓 |
 IDEXX LABS COMIDXX |
| 0.51% | 0.58% | $433.5万 | 8,234股 | $469.7万 | 8,360股 | -126股-1.51% | 减仓 |
