 苹果AAPL |
| 2.73% | 6.06% | $2,637.9万 | 9.1万股 | $2,703.4万 | 10.7万股 | -1.5万股-14.42% | 减仓 |
 英伟达NVDA |
| 2.15% | — | $2,083.0万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 1.97% | — | $1,909.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 谷歌AGOOGL |
| 1.86% | — | $1,799.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 卡特彼勒CAT |
| 1.65% | 2.32% | $1,600.8万 | 1.5万股 | $1,035.6万 | 1.5万股 | +415股+2.84% | 加仓 |
 默沙东MRK |
| 1.6% | — | $1,547.2万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 高盛GS |
| 1.58% | — | $1,527.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 台积电TSM |
| 1.55% | 2.41% | $1,494.8万 | 3.1万股 | $1,075.9万 | 3.2万股 | -537股-1.69% | 减仓 |
 礼来LLY |
| 1.54% | 2.92% | $1,491.9万 | 1.2万股 | $1,303.9万 | 1.4万股 | -1,738股-12.26% | 减仓 |
| C花旗集团C |
| 1.49% | 1.89% | $1,441.4万 | 10.3万股 | $841.0万 | 7.4万股 | +2.9万股+38.88% | 加仓 |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 1.48% | — | $1,431.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 亚马逊AMZN |
| 1.42% | 3.26% | $1,371.7万 | 5.8万股 | $1,451.6万 | 7.0万股 | -1.2万股-17.43% | 减仓 |
 泛林集团LRCX |
| 1.4% | 1.72% | $1,357.2万 | 3.1万股 | $764.7万 | 3.6万股 | -4,469股-12.49% | 减仓 |
 强生JNJ |
| 1.39% | 2.72% | $1,345.2万 | 5.3万股 | $1,212.5万 | 5.0万股 | +3,363股+6.78% | 加仓 |
 微软MSFT |
| 1.37% | 3.03% | $1,325.2万 | 3.6万股 | $1,351.1万 | 3.6万股 | -973股-2.67% | 减仓 |
 伊顿ETN |
| 1.34% | 2.41% | $1,295.1万 | 3.0万股 | $1,075.7万 | 3.0万股 | +318股+1.06% | 加仓 |
 Meta平台META |
| 1.23% | — | $1,192.3万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 摩根大通JPM |
| 1.23% | — | $1,189.6万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 博通AVGO |
| 1.22% | 3.16% | $1,177.0万 | 3.1万股 | $1,409.4万 | 4.6万股 | -1.4万股-31.57% | 减仓 |
 摩根士丹利MS |
| 1.17% | — | $1,135.6万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 康明斯CMI |
| 1.17% | 1.97% | $1,132.6万 | 1.6万股 | $879.3万 | 1.6万股 | -463股-2.83% | 减仓 |
| B纽约梅隆银行BK |
| 1.17% | 1.82% | $1,128.0万 | 7.8万股 | $812.1万 | 6.8万股 | +9,549股+13.95% | 加仓 |
 美国运通AXP |
| 1.13% | 0.06% | $1,095.1万 | 3.2万股 | $26.7万 | 882股 | +3.1万股+3,570.52% | 加仓 |
 康宁GLW |
| 1.1% | — | $1,061.8万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
| R拉夫劳伦RL |
| 1.09% | — | $1,057.8万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 道富·CORP COMSTT |
| 1.09% | 1.8% | $1,054.2万 | 6.2万股 | $803.4万 | 6.3万股 | -1,318股-2.08% | 减仓 |
| MMASTECMTZ |
| 1.08% | 1.88% | $1,042.9万 | 2.5万股 | $840.1万 | 2.6万股 | -1,043股-3.99% | 减仓 |
 GE VernovaGEV |
| 1.07% | — | $1,035.9万 | 8,817股 | $0 | 0股 | +8,817股 | 新买入 |
 罗克韦尔自动化ROK |
| 1.06% | 1.74% | $1,028.1万 | 2.1万股 | $777.9万 | 2.2万股 | -910股-4.20% | 减仓 |
 德文能源DVN |
| 1.04% | — | $1,010.5万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
 联合健康UNH |
| 1.04% | — | $1,007.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 达美航空DAL |
| 1.03% | — | $997.3万 | 10.6万股 | $0 | 0股 | +10.6万股 | 新买入 |
| BBANK OF AMERBAC |
| 1.02% | 0.11% | $984.8万 | 17.3万股 | $50.4万 | 1.0万股 | +16.2万股+1,571.56% | 加仓 |
 VALERO ENERGY COMVLO |
| 1.02% | — | $982.0万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 VisaV |
| 1.01% | — | $975.0万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1% | — | $971.1万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 SIMON PPTY NEW COMSPG |
| 1% | — | $967.7万 | 4.3万股 | $0 | 0股 | +4.3万股 | 新买入 |
 TRAVELERS COSTRV |
| 0.99% | — | $960.1万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| VVICTORIAS SECRETVSXY |
| 0.99% | — | $959.0万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 雷神技术RTX |
| 0.98% | — | $949.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 ROYAL CARIBBEANRCL |
| 0.97% | — | $940.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 0.97% | — | $938.0万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
 多佛DOV |
| 0.95% | 1.89% | $921.2万 | 4.1万股 | $840.8万 | 4.0万股 | +740股+1.83% | 加仓 |
 CHUBB LIMITEDCB |
| 0.95% | — | $918.9万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.91% | — | $875.7万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 英特尔INTC |
| 0.83% | 0.07% | $806.3万 | 5.8万股 | $29.6万 | 6,703股 | +5.1万股+761.45% | 加仓 |
 沃尔玛WMT |
| 0.82% | 1.93% | $793.6万 | 7.0万股 | $859.9万 | 6.9万股 | +875股+1.26% | 加仓 |
 3M COMMMM |
| 0.81% | — | $783.7万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 艾伯维ABBV |
| 0.81% | 0.57% | $779.0万 | 3.1万股 | $252.5万 | 1.2万股 | +1.9万股+166.70% | 加仓 |
 PALO ALTOPANW |
| 0.79% | 0.81% | $761.6万 | 2.2万股 | $361.9万 | 2.3万股 | -240股-1.06% | 减仓 |
