 英伟达NVDA |
| 12.58% | 13.66% | $1.10亿 | 54.8万股 | $9,630.1万 | 55.2万股 | -4,627股-0.84% | 减仓 |
 泛林集团LRCX |
| 7.98% | 4.98% | $6,955.2万 | 16.1万股 | $3,509.2万 | 16.4万股 | -3,738股-2.28% | 减仓 |
 礼来LLY |
| 7.69% | 7.25% | $6,698.5万 | 5.6万股 | $5,110.8万 | 5.6万股 | +281股+0.51% | 加仓 |
 康宁GLW |
| 7.45% | 4.99% | $6,494.2万 | 25.4万股 | $3,520.0万 | 25.9万股 | -4,640股-1.79% | 减仓 |
 谷歌AGOOGL |
| 7.3% | 7.24% | $6,356.5万 | 17.8万股 | $5,103.3万 | 17.7万股 | +399股+0.22% | 加仓 |
 苹果AAPL |
| 6.17% | 6.68% | $5,375.7万 | 18.6万股 | $4,711.0万 | 18.6万股 | +152股+0.08% | 加仓 |
 摩根士丹利MS |
| 4.75% | 4.62% | $4,136.8万 | 19.8万股 | $3,256.4万 | 19.8万股 | +23股+0.01% | 加仓 |
 摩根大通JPM |
| 4.16% | 4.61% | $3,624.0万 | 11.1万股 | $3,251.7万 | 11.1万股 | +174股+0.16% | 加仓 |
 亚马逊AMZN |
| 3.53% | 3.8% | $3,071.2万 | 12.9万股 | $2,681.1万 | 12.9万股 | +126股+0.10% | 加仓 |
 思科CSCO |
| 2.56% | 2.08% | $2,232.2万 | 19.0万股 | $1,469.4万 | 18.9万股 | +660股+0.35% | 加仓 |
 VisaV |
| 2.46% | 2.68% | $2,143.8万 | 6.2万股 | $1,890.8万 | 6.3万股 | -75股-0.12% | 减仓 |
 艾伯维ABBV |
| 2.32% | 2.48% | $2,022.6万 | 8.0万股 | $1,747.2万 | 8.0万股 | +42股+0.05% | 加仓 |
| T赛默飞世尔TMO |
| 2.18% | 2.65% | $1,901.0万 | 3.8万股 | $1,869.5万 | 3.8万股 | -118股-0.31% | 减仓 |
 迪尔DE |
| 2.02% | 2.21% | $1,761.2万 | 2.8万股 | $1,560.6万 | 2.8万股 | +60股+0.22% | 加仓 |
 强生JNJ |
| 1.97% | 2.34% | $1,717.9万 | 6.8万股 | $1,653.4万 | 6.8万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 1.81% | 1.91% | $1,578.4万 | 27.7万股 | $1,348.5万 | 27.7万股 | +392股+0.14% | 加仓 |
 微软MSFT |
| 1.76% | 2.16% | $1,536.8万 | 4.1万股 | $1,526.3万 | 4.1万股 | -33股-0.08% | 减仓 |
 卡特彼勒CAT |
| 1.45% | 1.18% | $1,262.5万 | 1.2万股 | $831.3万 | 1.2万股 | +122股+1.04% | 加仓 |
 GE航空GE |
| 1.36% | 1.27% | $1,181.2万 | 3.2万股 | $896.9万 | 3.2万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 1.27% | 1.43% | $1,110.1万 | 6.9万股 | $1,010.6万 | 7.0万股 | -1,024股-1.47% | 减仓 |
 百时美施贵宝BMY |
| 1.14% | 1.49% | $989.4万 | 17.2万股 | $1,050.9万 | 17.3万股 | -1,562股-0.90% | 减仓 |
 GE VernovaGEV |
| 1.07% | 0.98% | $935.3万 | 7,961股 | $692.7万 | 7,936股 | +25股+0.32% | 加仓 |
| CCHARLES RIV LABS INTLCRL |
| 0.97% | 0.91% | $845.6万 | 3.7万股 | $643.2万 | 3.7万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.92% | 0.43% | $797.7万 | 1.8万股 | $300.1万 | 1.8万股 | +207股+1.13% | 加仓 |
 CLEAN HARBORSCLH |
| 0.82% | 0.98% | $714.3万 | 2.4万股 | $691.7万 | 2.4万股 | -217股-0.90% | 减仓 |
 AXON ENTERPRISEAXON |
| 0.8% | 0.75% | $694.8万 | 1.2万股 | $527.6万 | 1.2万股 | -30股-0.24% | 减仓 |
| IIBMIBM |
| 0.75% | 0.8% | $650.8万 | 2.3万股 | $561.3万 | 2.3万股 | -12股-0.05% | 减仓 |
 EOG资源EOG |
| 0.7% | 0.96% | $609.0万 | 4.7万股 | $677.3万 | 4.7万股 | +95股+0.20% | 加仓 |
 埃克森美孚XOM |
| 0.69% | 1.07% | $605.0万 | 4.4万股 | $751.5万 | 4.4万股 | -45股-0.10% | 减仓 |
 雅培ABT |
| 0.69% | 1% | $603.2万 | 6.6万股 | $704.5万 | 6.9万股 | -2,145股-3.13% | 减仓 |
 宣伟SHW |
| 0.67% | 0.81% | $584.5万 | 1.7万股 | $568.8万 | 1.8万股 | -771股-4.34% | 减仓 |
 宝洁PG |
| 0.67% | 0.81% | $581.4万 | 4.0万股 | $568.8万 | 3.9万股 | +266股+0.68% | 加仓 |
 AMERICAN WTR WKS NEWAWK |
| 0.66% | 0.87% | $573.7万 | 4.4万股 | $612.3万 | 4.5万股 | -1,390股-3.09% | 减仓 |
 DANAHER DEL COMDHR |
| 0.61% | 0.76% | $535.3万 | 2.8万股 | $534.3万 | 2.8万股 | -75股-0.27% | 减仓 |
 可口可乐KO |
| 0.55% | 0.63% | $475.7万 | 5.9万股 | $445.4万 | 5.9万股 | -31股-0.05% | 减仓 |
 美敦力MDT |
| 0.53% | 0.73% | $464.3万 | 5.9万股 | $514.8万 | 5.9万股 | -68股-0.11% | 减仓 |
 福泰制药VRTX |
| 0.45% | 0.5% | $387.9万 | 7,810股 | $350.8万 | 7,855股 | -45股-0.57% | 减仓 |
 默沙东MRK |
| 0.42% | 0.49% | $368.4万 | 2.9万股 | $344.9万 | 2.9万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 0.41% | 0.39% | $360.5万 | 4.9万股 | $272.9万 | 4.8万股 | +685股+1.41% | 加仓 |
 雪佛龙CVX |
| 0.41% | 0.63% | $357.3万 | 2.2万股 | $444.6万 | 2.1万股 | +65股+0.30% | 加仓 |
 莫德纳MRNA |
| 0.37% | 0.32% | $318.9万 | 4.6万股 | $225.2万 | 4.4万股 | +1,200股+2.71% | 加仓 |
 德州仪器TXN |
| 0.35% | 0.28% | $302.8万 | 1.0万股 | $197.2万 | 1.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.31% | 0.33% | $267.5万 | 3,582股 | $233.0万 | 3,582股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.29% | 0.29% | $250.6万 | 6,634股 | $201.8万 | 6,521股 | +113股+1.73% | 加仓 |
 阿格尼科鹰矿AEM |
| 0.26% | 0.41% | $222.7万 | 1.4万股 | $292.0万 | 1.4万股 | -30股-0.21% | 减仓 |
 阿里拉姆制药ALNY |
| 0.25% | 0.33% | $213.9万 | 7,105股 | $235.1万 | 7,105股 | 00.00% | 持仓不变 |
 SYSCO COMSYY |
| 0.21% | 0.22% | $180.7万 | 2.2万股 | $154.2万 | 2.2万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.18% | 0.16% | $158.9万 | 4,746股 | $115.3万 | 4,600股 | +146股+3.17% | 加仓 |
 HERSHEY COMHSY |
| 0.16% | 0.24% | $140.4万 | 8,000股 | $166.3万 | 8,000股 | 00.00% | 持仓不变 |
 通用动力GD |
| 0.12% | 0.15% | $106.3万 | 3,000股 | $103.0万 | 3,000股 | 00.00% | 持仓不变 |
