 苹果AAPL |
| 23.58% | 24% | $5,438.1万 | 18.8万股 | $4,942.8万 | 19.5万股 | -6,824股-3.50% | 减仓 |
 思科CSCO |
| 14.29% | 10.56% | $3,294.7万 | 28.0万股 | $2,175.4万 | 28.0万股 | +127股+0.05% | 加仓 |
 微软MSFT |
| 5.97% | 7.08% | $1,377.6万 | 3.7万股 | $1,457.1万 | 3.9万股 | -2,430股-6.17% | 减仓 |
 CrowdStrikeCRWD |
| 4.31% | 2.49% | $994.7万 | 1.3万股 | $512.4万 | 1.3万股 | -91股-0.69% | 减仓 |
 GE航空GE |
| 3.42% | 2.89% | $789.6万 | 2.1万股 | $594.9万 | 2.1万股 | +165股+0.79% | 加仓 |
 谷歌AGOOGL |
| 3.37% | 2.96% | $777.3万 | 2.2万股 | $610.4万 | 2.1万股 | +524股+2.47% | 加仓 |
 英伟达NVDA |
| 3.34% | 3.23% | $770.8万 | 3.9万股 | $664.6万 | 3.8万股 | +418股+1.10% | 加仓 |
 VisaV |
| 3.1% | 3.13% | $714.6万 | 2.1万股 | $645.4万 | 2.1万股 | -527股-2.47% | 减仓 |
 摩根大通JPM |
| 2.57% | 2.64% | $591.6万 | 1.8万股 | $542.9万 | 1.8万股 | -385股-2.09% | 减仓 |
 礼来LLY |
| 2.48% | 2.09% | $571.7万 | 4,767股 | $429.5万 | 4,670股 | +97股+2.08% | 加仓 |
 亚马逊AMZN |
| 2.32% | 2.28% | $535.3万 | 2.2万股 | $468.8万 | 2.3万股 | -48股-0.21% | 减仓 |
 好市多COST |
| 2.26% | 2.67% | $520.7万 | 5,567股 | $549.9万 | 5,519股 | +48股+0.87% | 加仓 |
 TJXTJX |
| 2.05% | 2.52% | $472.6万 | 3.1万股 | $518.4万 | 3.2万股 | -1,265股-3.90% | 减仓 |
 万事达MA |
| 1.54% | 1.71% | $355.6万 | 6,923股 | $353.0万 | 7,064股 | -141股-2.00% | 减仓 |
 万豪MAR |
| 1.54% | 1.54% | $354.0万 | 9,553股 | $317.7万 | 9,714股 | -161股-1.66% | 减仓 |
 艾伯维ABBV |
| 1.53% | 1.42% | $353.9万 | 1.4万股 | $291.6万 | 1.3万股 | +656股+4.89% | 加仓 |
 家得宝HD |
| 1.44% | 1.58% | $332.3万 | 9,421股 | $326.4万 | 9,923股 | -502股-5.06% | 减仓 |
 高盛GS |
| 1.43% | 1.36% | $329.3万 | 3,255股 | $279.2万 | 3,300股 | -45股-1.36% | 减仓 |
 Meta平台META |
| 1.34% | 1.54% | $309.5万 | 5,495股 | $317.2万 | 5,544股 | -49股-0.88% | 减仓 |
| DDYCOM INDSDY |
| 1.28% | — | $295.9万 | 5,853股 | $0 | 0股 | +5,853股 | 新买入 |
 史赛克SYK |
| 1.08% | 1.38% | $249.4万 | 7,920股 | $284.8万 | 8,668股 | -748股-8.63% | 减仓 |
 美国运通AXP |
| 1.07% | 1.04% | $246.1万 | 7,277股 | $215.1万 | 7,112股 | +165股+2.32% | 加仓 |
 飞塔FTNT |
| 1.05% | 0.63% | $241.4万 | 1.6万股 | $130.0万 | 1.6万股 | -190股-1.19% | 减仓 |
 康宁GLW |
| 0.97% | — | $224.3万 | 8,781股 | $0 | 0股 | +8,781股 | 新买入 |
| MMASTECMTZ |
| 0.93% | — | $213.4万 | 5,129股 | $0 | 0股 | +5,129股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 0.86% | 0.92% | $198.5万 | 6,311股 | $190.5万 | 6,636股 | -325股-4.90% | 减仓 |
 LOWES COS COMLOW |
| 0.71% | 0.93% | $163.2万 | 7,403股 | $191.3万 | 8,095股 | -692股-8.55% | 减仓 |
 埃克森美孚XOM |
| 0.69% | 1.05% | $160.1万 | 1.2万股 | $215.3万 | 1.3万股 | -983股-7.75% | 减仓 |
 REPUBLIC SVCSRSG |
| 0.68% | 0.84% | $155.9万 | 7,315股 | $172.2万 | 7,864股 | -549股-6.98% | 减仓 |
 CHUBB LIMITEDCB |
| 0.66% | 0.69% | $151.3万 | 4,440股 | $141.9万 | 4,355股 | +85股+1.95% | 加仓 |
 特斯拉TSLA |
| 0.64% | 0.64% | $148.7万 | 3,536股 | $132.6万 | 3,566股 | -30股-0.84% | 减仓 |
 可口可乐KO |
| 0.59% | 0.66% | $134.9万 | 1.7万股 | $136.6万 | 1.8万股 | -1,356股-7.55% | 减仓 |
 麦当劳MCD |
| 0.58% | 0.99% | $132.6万 | 4,905股 | $204.5万 | 6,579股 | -1,674股-25.44% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.52% | 0.82% | $121.0万 | 1.5万股 | $169.7万 | 2.1万股 | -6,669股-31.29% | 减仓 |
 NORTHROP GRUMMAN COMNOC |
| 0.46% | 0.76% | $107.0万 | 2,100股 | $157.4万 | 2,307股 | -207股-8.97% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.41% | 0.47% | $94.8万 | 1,894股 | $96.8万 | 2,019股 | -125股-6.19% | 减仓 |
 美国电力AEP |
| 0.38% | 0.41% | $87.1万 | 6,364股 | $84.1万 | 6,417股 | -53股-0.83% | 减仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.38% | 0.38% | $86.7万 | 4,003股 | $78.2万 | 4,003股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.37% | 0.34% | $85.3万 | 2,415股 | $69.3万 | 2,415股 | 00.00% | 持仓不变 |
 雅培ABT |
| 0.36% | 0.47% | $82.1万 | 9,049股 | $97.4万 | 9,484股 | -435股-4.59% | 减仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.34% | 0.38% | $78.9万 | 4,085股 | $77.4万 | 4,686股 | -601股-12.83% | 减仓 |
 ADPADP |
| 0.34% | 0.47% | $78.3万 | 3,495股 | $96.2万 | 4,737股 | -1,242股-26.22% | 减仓 |
| AALLOGENE THERAPEUTICS INC COMALLO |
| 0.25% | 0.34% | $58.6万 | 28.2万股 | $70.6万 | 28.9万股 | -7,700股-2.66% | 减仓 |
 百时美施贵宝BMY |
| 0.21% | 0.3% | $48.1万 | 8,350股 | $61.3万 | 1.0万股 | -1,751股-17.33% | 减仓 |
 摩根士丹利MS |
| 0.21% | 0.18% | $47.9万 | 2,290股 | $37.7万 | 2,290股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.2% | — | $47.0万 | 8,253股 | $0 | 0股 | +8,253股 | 新买入 |
 杜克能源DUK |
| 0.2% | 0.23% | $45.9万 | 3,624股 | $47.5万 | 3,628股 | -4股-0.11% | 减仓 |
| IIBMIBM |
| 0.19% | 0.18% | $44.3万 | 1,575股 | $37.3万 | 1,540股 | +35股+2.27% | 加仓 |
 雪佛龙CVX |
| 0.19% | 0.31% | $42.9万 | 2,590股 | $64.5万 | 3,116股 | -526股-16.88% | 减仓 |
 迪士尼DIS |
| 0.17% | 0.22% | $39.9万 | 4,145股 | $45.1万 | 4,675股 | -530股-11.34% | 减仓 |
