 苹果AAPL |
| 4.71% | 4.38% | $3,358.5万 | 11.6万股 | $3,131.6万 | 12.3万股 | -7,326股-5.94% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 4.66% | 3.95% | $3,323.9万 | 9.4万股 | $2,825.7万 | 9.9万股 | -4,433股-4.50% | 减仓 |
 英伟达NVDA |
| 4.1% | 3.93% | $2,918.9万 | 14.6万股 | $2,811.9万 | 16.1万股 | -1.5万股-9.52% | 减仓 |
| IiShares安硕信托SHV |
| 3.79% | 4.11% | $2,703.1万 | 24.5万股 | $2,940.5万 | 26.6万股 | -2.1万股-8.04% | 减仓 |
 微软MSFT |
| 3.58% | 3.8% | $2,548.3万 | 6.8万股 | $2,717.4万 | 7.3万股 | -5,093股-6.94% | 减仓 |
 VisaV |
| 3.53% | 3.71% | $2,515.9万 | 7.3万股 | $2,652.2万 | 8.8万股 | -1.4万股-16.43% | 减仓 |
 MERCADOLIBRE COMMELI |
| 3.5% | 3.72% | $2,494.5万 | 1.5万股 | $2,657.7万 | 1.5万股 | -675股-4.39% | 减仓 |
 TJXTJX |
| 3.27% | 3.84% | $2,327.1万 | 15.4万股 | $2,745.3万 | 17.2万股 | -1.8万股-10.64% | 减仓 |
 亚马逊AMZN |
| 3.22% | 3.28% | $2,298.4万 | 9.6万股 | $2,346.5万 | 11.3万股 | -1.6万股-14.41% | 减仓 |
 阿斯麦ASML |
| 2.98% | 2.16% | $2,126.9万 | 1.1万股 | $1,545.0万 | 1.2万股 | -1,006股-8.60% | 减仓 |
 CrowdStrikeCRWD |
| 2.89% | 1.87% | $2,061.2万 | 2.7万股 | $1,333.3万 | 3.4万股 | -7,141股-20.91% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.79% | 2.39% | $1,990.1万 | 5.0万股 | $1,708.8万 | 5.4万股 | -3,604股-6.71% | 减仓 |
 艾伯维ABBV |
| 2.71% | 2.49% | $1,934.9万 | 7.7万股 | $1,780.1万 | 8.2万股 | -4,957股-6.06% | 减仓 |
 ADPADP |
| 2.6% | 2.48% | $1,854.0万 | 8.3万股 | $1,775.3万 | 8.7万股 | -4,590股-5.25% | 减仓 |
 好市多COST |
| 2.56% | 3.44% | $1,827.2万 | 2.0万股 | $2,456.7万 | 2.5万股 | -5,122股-20.77% | 减仓 |
 谷歌AGOOGL |
| 2.38% | 2.19% | $1,698.8万 | 4.8万股 | $1,566.2万 | 5.4万股 | -6,930股-12.72% | 减仓 |
| V先锋领航斯科茨代尔基金VMBS |
| 2.29% | 2.39% | $1,634.7万 | 34.9万股 | $1,709.8万 | 36.4万股 | -1.5万股-4.10% | 减仓 |
 林德LIN |
| 2.29% | 2.26% | $1,633.4万 | 3.1万股 | $1,612.0万 | 3.3万股 | -1,042股-3.20% | 减仓 |
 礼来LLY |
| 2.07% | 1.77% | $1,475.3万 | 1.2万股 | $1,263.5万 | 1.4万股 | -1,437股-10.46% | 减仓 |
| V先锋领航斯科茨代尔基金VGSH |
| 2.01% | 1.9% | $1,435.5万 | 24.7万股 | $1,355.6万 | 23.2万股 | +1.5万股+6.51% | 加仓 |
 CHUBB LIMITEDCB |
| 1.96% | 2.12% | $1,400.1万 | 4.1万股 | $1,511.6万 | 4.6万股 | -5,289股-11.40% | 减仓 |
 DatadogDDOG |
| 1.81% | 1.12% | $1,288.3万 | 4.9万股 | $799.1万 | 6.8万股 | -1.8万股-26.90% | 减仓 |
 博通AVGO |
| 1.79% | 1.57% | $1,278.9万 | 3.4万股 | $1,125.2万 | 3.6万股 | -2,499股-6.87% | 减仓 |
| IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG |
| 1.75% | 1.85% | $1,249.0万 | 26.3万股 | $1,324.9万 | 27.9万股 | -1.5万股-5.45% | 减仓 |
 DIGITAL RLTY TR COMDLR |
| 1.74% | 1.9% | $1,238.4万 | 6.9万股 | $1,357.6万 | 7.5万股 | -6,374股-8.46% | 减仓 |
 艺康ECL |
| 1.69% | 1.7% | $1,202.5万 | 4.3万股 | $1,213.5万 | 4.6万股 | -2,458股-5.39% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.64% | 1.62% | $1,167.4万 | 1.6万股 | $1,158.4万 | 1.8万股 | -2,180股-12.24% | 减仓 |
 诺华NVS |
| 1.63% | 1.69% | $1,164.3万 | 7.4万股 | $1,208.1万 | 7.9万股 | -4,796股-6.06% | 减仓 |
 阿斯利康AZN |
| 1.56% | 1.75% | $1,112.7万 | 5.9万股 | $1,248.6万 | 6.3万股 | -4,632股-7.32% | 减仓 |
 AON SHS CL AAON |
| 1.56% | 1.55% | $1,111.8万 | 3.4万股 | $1,105.9万 | 3.4万股 | -742股-2.17% | 减仓 |
 艾默生电气EMR |
| 1.53% | 1.47% | $1,089.1万 | 7.6万股 | $1,052.0万 | 8.0万股 | -4,216股-5.25% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.51% | 1.47% | $1,074.9万 | 4.4万股 | $1,050.9万 | 5.1万股 | -6,846股-13.56% | 减仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.27% | 1.01% | $905.9万 | 2.4万股 | $720.3万 | 2.6万股 | -1,785股-6.89% | 减仓 |
| PPROLOGIS COMPLD |
| 1.27% | 1.3% | $904.3万 | 6.7万股 | $932.1万 | 7.1万股 | -3,766股-5.34% | 减仓 |
 NETFLIXNFLX |
| 1.27% | 1.93% | $903.2万 | 12.6万股 | $1,379.2万 | 14.3万股 | -1.7万股-11.81% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 1.23% | 1.75% | $874.0万 | 14.5万股 | $1,247.7万 | 21.9万股 | -7.4万股-33.62% | 减仓 |
 WASTE CONNECTIONSWCN |
| 1.06% | — | $752.7万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 环联TRU |
| 1.02% | 1.07% | $728.8万 | 10.1万股 | $765.5万 | 11.1万股 | -9,604股-8.68% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.99% | 0.97% | $707.3万 | 14.0万股 | $691.6万 | 13.9万股 | +1,207股+0.87% | 加仓 |
 高露洁CL |
| 0.92% | 1.52% | $653.0万 | 7.1万股 | $1,085.2万 | 12.7万股 | -5.6万股-44.06% | 减仓 |
| SSIEMENS ENERGY AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSMERY |
| 0.91% | — | $652.1万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 家得宝HD |
| 0.88% | 0.95% | $628.2万 | 1.8万股 | $681.7万 | 2.1万股 | -2,916股-14.07% | 减仓 |
 标普全球SPGI |
| 0.8% | 0.9% | $568.6万 | 1.4万股 | $644.1万 | 1.5万股 | -1,181股-7.80% | 减仓 |
 KROGER COMKR |
| 0.7% | 1.98% | $502.0万 | 9.0万股 | $1,411.8万 | 19.5万股 | -10.5万股-53.66% | 减仓 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 0.66% | 0.78% | $468.9万 | 5.7万股 | $555.8万 | 6.6万股 | -9,111股-13.87% | 减仓 |
 埃森哲ACN |
| 0.47% | 0.76% | $334.3万 | 2.7万股 | $541.9万 | 2.7万股 | -467股-1.71% | 减仓 |
 应用材料AMAT |
| 0.36% | 0.18% | $259.3万 | 3,587股 | $127.1万 | 3,718股 | -131股-3.52% | 减仓 |
 ExpediaEXPE |
| 0.33% | 0.29% | $232.5万 | 1.4万股 | $204.3万 | 1.4万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.29% | 0.42% | $209.8万 | 1.1万股 | $299.6万 | 1.6万股 | -4,785股-30.28% | 减仓 |
| V先锋领航指数基金VOO |
| 0.25% | 0.22% | $178.6万 | 2,601股 | $155.4万 | 2,601股 | 00.00% | 持仓不变 |
