 应用材料AMAT |
| 7.27% | 4% | $2,337.3万 | 3.2万股 | $1,132.5万 | 3.3万股 | -805股-2.43% | 减仓 |
 微软MSFT |
| 6.18% | 6.99% | $1,986.6万 | 5.3万股 | $1,981.5万 | 5.4万股 | -272股-0.51% | 减仓 |
 苹果AAPL |
| 5.02% | 5.01% | $1,613.3万 | 5.6万股 | $1,418.9万 | 5.6万股 | -155股-0.28% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.3% | 3.87% | $1,062.5万 | 3.0万股 | $1,096.4万 | 3.8万股 | -8,152股-21.33% | 减仓 |
 安费诺APH |
| 3.23% | 2.67% | $1,040.1万 | 5.9万股 | $755.7万 | 6.0万股 | -822股-1.37% | 减仓 |
| G通用动力VTI |
| 3.06% | 3.01% | $985.0万 | 2.7万股 | $854.0万 | 2.7万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 2.91% | 3.29% | $935.6万 | 4.7万股 | $932.7万 | 5.3万股 | -6,720股-12.57% | 减仓 |
 AMD超威AMD |
| 2.88% | 1.19% | $925.2万 | 1.6万股 | $337.2万 | 1.7万股 | -648股-3.91% | 减仓 |
 罗克韦尔自动化ROK |
| 2.73% | 2.24% | $877.7万 | 1.8万股 | $634.9万 | 1.8万股 | +37股+0.21% | 加仓 |
 史赛克SYK |
| 2.67% | 3.14% | $858.1万 | 2.7万股 | $889.1万 | 2.7万股 | +197股+0.73% | 加仓 |
 ANALOG DEVICES COMADI |
| 2.66% | 2.63% | $855.1万 | 2.2万股 | $744.8万 | 2.3万股 | -1,881股-8.03% | 减仓 |
 TJXTJX |
| 2.44% | 2.93% | $785.6万 | 5.2万股 | $829.1万 | 5.2万股 | -65股-0.13% | 减仓 |
 CARRIER GLOBALCARR |
| 2.4% | 2.09% | $772.8万 | 10.5万股 | $592.4万 | 10.5万股 | +145股+0.14% | 加仓 |
 强生JNJ |
| 2.38% | 2.62% | $766.0万 | 3.0万股 | $741.1万 | 3.0万股 | -155股-0.51% | 减仓 |
 宝洁PG |
| 2.38% | 2.74% | $765.6万 | 5.2万股 | $776.0万 | 5.4万股 | -1,511股-2.81% | 减仓 |
| IIBMIBM |
| 2.31% | 2.26% | $743.5万 | 2.6万股 | $639.7万 | 2.6万股 | +50股+0.19% | 加仓 |
 万事达MA |
| 2.31% | 2.53% | $742.6万 | 1.4万股 | $716.5万 | 1.4万股 | +119股+0.83% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 1.95% | 1.85% | $625.8万 | 6.1万股 | $523.1万 | 6.1万股 | +400股+0.66% | 加仓 |
 雅培ABT |
| 1.88% | 2.38% | $604.7万 | 6.7万股 | $674.8万 | 6.6万股 | +914股+1.39% | 加仓 |
 WASTE MGMT DELWM |
| 1.85% | 2.15% | $595.8万 | 2.7万股 | $609.4万 | 2.7万股 | +212股+0.80% | 加仓 |
 皇冠控股CCK |
| 1.56% | 1.53% | $501.7万 | 4.5万股 | $433.4万 | 4.3万股 | +1,640股+3.79% | 加仓 |
 家得宝HD |
| 1.48% | 0.19% | $475.0万 | 1.3万股 | $52.8万 | 1,604股 | +1.2万股+739.59% | 加仓 |
 BroadridgeBR |
| 1.47% | 0.07% | $471.2万 | 3.4万股 | $21.1万 | 1,300股 | +3.3万股+2,546.92% | 加仓 |
 DANAHER DEL COMDHR |
| 1.45% | 1.61% | $467.1万 | 2.5万股 | $457.0万 | 2.4万股 | +419股+1.74% | 加仓 |
 赛莱默XYL |
| 1.22% | 1.38% | $391.3万 | 3.3万股 | $390.1万 | 3.3万股 | +460股+1.41% | 加仓 |
 APTARGROUPATR |
| 1.17% | 1.31% | $374.7万 | 3.0万股 | $371.4万 | 2.9万股 | +460股+1.56% | 加仓 |
 NEW YORK TIMES MTN BENYT |
| 1.15% | 1.58% | $370.9万 | 5.3万股 | $447.6万 | 5.3万股 | -460股-0.86% | 减仓 |
 诺华NVS |
| 1.12% | 1.25% | $358.8万 | 2.3万股 | $354.3万 | 2.3万股 | -300股-1.29% | 减仓 |
| CCIGNALIBD |
| 1.07% | 1.18% | $345.2万 | 1.3万股 | $334.1万 | 1.3万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.07% | 1.05% | $344.9万 | 1.4万股 | $298.1万 | 1.4万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.01% | 1.01% | $324.4万 | 1.4万股 | $285.5万 | 1.4万股 | -100股-0.73% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.99% | 1.06% | $319.2万 | 5.3万股 | $301.6万 | 5.3万股 | +150股+0.28% | 加仓 |
 摩根士丹利MS |
| 0.95% | 0.86% | $305.7万 | 1.5万股 | $244.8万 | 1.5万股 | -250股-1.68% | 减仓 |
 福泰制药VRTX |
| 0.93% | 0.94% | $297.5万 | 5,990股 | $266.1万 | 5,960股 | +30股+0.50% | 加仓 |
 GE航空GE |
| 0.92% | 0.79% | $294.7万 | 7,885股 | $223.8万 | 7,885股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.88% | 0.91% | $283.0万 | 1.7万股 | $258.5万 | 1.8万股 | -318股-1.79% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.85% | 0.81% | $272.9万 | 3.1万股 | $230.7万 | 2.6万股 | +4,687股+17.97% | 加仓 |
 道富·CORP COMSTT |
| 0.79% | 0.67% | $252.8万 | 1.5万股 | $189.5万 | 1.5万股 | -65股-0.43% | 减仓 |
 百事可乐PEP |
| 0.78% | 1.09% | $251.6万 | 1.9万股 | $309.7万 | 2.0万股 | -1,359股-6.81% | 减仓 |
 GE VernovaGEV |
| 0.75% | 0.64% | $242.5万 | 2,064股 | $180.2万 | 2,064股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.69% | 0.67% | $222.3万 | 2,977股 | $190.9万 | 2,935股 | +42股+1.43% | 加仓 |
 谷歌AGOOGL |
| 0.68% | 0.63% | $218.4万 | 6,110股 | $178.9万 | 6,220股 | -110股-1.77% | 减仓 |
 空气化工APD |
| 0.67% | 0.76% | $216.2万 | 7,375股 | $214.2万 | 7,375股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.64% | 0.7% | $207.3万 | 9,255股 | $198.7万 | 9,780股 | -525股-5.37% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.64% | 0.68% | $205.5万 | 2.0万股 | $192.1万 | 2.0万股 | 00.00% | 持仓不变 |
 派克汉尼汾PH |
| 0.63% | 0.78% | $202.6万 | 2,071股 | $220.8万 | 2,466股 | -395股-16.02% | 减仓 |
 AMGEN COMAMGN |
| 0.62% | 0.69% | $199.2万 | 5,502股 | $195.6万 | 5,560股 | -58股-1.04% | 减仓 |
| V先锋领航·FTSEVEA |
| 0.59% | 0.6% | $190.0万 | 2.7万股 | $170.9万 | 2.7万股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.57% | 0.43% | $181.8万 | 1,707股 | $120.9万 | 1,707股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.54% | 0.56% | $173.3万 | 1.2万股 | $158.6万 | 1.2万股 | 00.00% | 持仓不变 |
