| IiShares黄金信托IAU |
| 16.13% | 17.58% | $1,360.0万 | 18.0万股 | $1,600.9万 | 18.2万股 | -1,483股-0.82% | 减仓 |
 英伟达NVDA |
| 7.81% | 6.76% | $658.6万 | 3.3万股 | $616.0万 | 3.5万股 | -2,406股-6.81% | 减仓 |
| IiShares白银信托SLV |
| 6.15% | 7.28% | $518.0万 | 9.7万股 | $662.8万 | 9.7万股 | -386股-0.40% | 减仓 |
 谷歌AGOOGL |
| 5.74% | 5.06% | $484.0万 | 1.4万股 | $460.9万 | 1.6万股 | -2,483股-15.49% | 减仓 |
 苹果AAPL |
| 5.49% | 4.47% | $463.1万 | 1.6万股 | $407.1万 | 1.6万股 | -36股-0.22% | 减仓 |
 微软MSFT |
| 5.31% | 4.87% | $447.9万 | 1.2万股 | $443.8万 | 1.2万股 | +18股+0.15% | 加仓 |
 伊顿ETN |
| 4.76% | 3.71% | $401.3万 | 9,417股 | $338.0万 | 9,450股 | -33股-0.35% | 减仓 |
 埃克森美孚XOM |
| 4.41% | 5.09% | $372.2万 | 2.7万股 | $463.6万 | 2.7万股 | -103股-0.38% | 减仓 |
 亚马逊AMZN |
| 3.73% | 3% | $314.0万 | 1.3万股 | $273.3万 | 1.3万股 | +53股+0.40% | 加仓 |
 WESCO INTLWCC |
| 3.08% | 2.26% | $259.6万 | 7,515股 | $206.2万 | 7,537股 | -22股-0.29% | 减仓 |
 沃尔玛WMT |
| 2.96% | 3.01% | $249.6万 | 2.2万股 | $274.4万 | 2.2万股 | -45股-0.20% | 减仓 |
| SSPDR黄金信托GLD |
| 2.87% | 3.19% | $242.1万 | 6,573股 | $290.1万 | 6,743股 | -170股-2.52% | 减仓 |
 福泰制药VRTX |
| 2.59% | 2.15% | $218.3万 | 4,395股 | $195.7万 | 4,383股 | +12股+0.27% | 加仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 2.52% | 2.52% | $212.5万 | 1.6万股 | $229.3万 | 1.6万股 | +121股+0.75% | 加仓 |
 宝洁PG |
| 2.44% | 2.22% | $205.7万 | 1.4万股 | $202.3万 | 1.4万股 | +20股+0.14% | 加仓 |
 百事可乐PEP |
| 2.39% | 2.55% | $201.7万 | 1.5万股 | $232.2万 | 1.5万股 | -58股-0.39% | 减仓 |
 VisaV |
| 2.26% | 1.85% | $190.3万 | 5,546股 | $168.4万 | 5,573股 | -27股-0.48% | 减仓 |
 APTARGROUPATR |
| 1.84% | 1.72% | $155.3万 | 1.2万股 | $156.7万 | 1.2万股 | -31股-0.25% | 减仓 |
 TJXTJX |
| 1.62% | 1.58% | $136.5万 | 9,009股 | $144.0万 | 9,014股 | -5股-0.06% | 减仓 |
| PProShares信托PSQ |
| 1.57% | 1.88% | $132.0万 | 5.3万股 | $170.9万 | 5.3万股 | -420股-0.79% | 减仓 |
 雪佛龙CVX |
| 1.56% | 2.79% | $131.2万 | 7,917股 | $254.1万 | 1.2万股 | -4,365股-35.54% | 减仓 |
 史赛克SYK |
| 1.47% | 1.4% | $123.6万 | 3,927股 | $127.9万 | 3,893股 | +34股+0.87% | 加仓 |
 L3哈里斯LHX |
| 1.42% | 1.57% | $119.7万 | 4,118股 | $142.6万 | 4,132股 | -14股-0.34% | 减仓 |
 雅培ABT |
| 1.38% | 1.44% | $116.3万 | 1.3万股 | $131.3万 | 1.3万股 | +29股+0.23% | 加仓 |
| WWEC ENERGY COMIDU |
| 1.15% | 1.05% | $96.7万 | 8,280股 | $95.9万 | 8,280股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 1.12% | 1.28% | $94.0万 | 2,661股 | $116.5万 | 4,062股 | -1,401股-34.49% | 减仓 |
 SterisSTE |
| 1.11% | 1.07% | $93.6万 | 4,447股 | $97.1万 | 4,389股 | +58股+1.32% | 加仓 |
 ZOETIS CL AZTS |
| 1.03% | 1.55% | $87.0万 | 1.2万股 | $140.8万 | 1.2万股 | +193股+1.62% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 0.99% | 0.94% | $83.4万 | 5,511股 | $85.7万 | 5,449股 | +62股+1.14% | 加仓 |
| V先锋领航·MALVERN FDSVTIP |
| 0.74% | 0.68% | $62.6万 | 1.2万股 | $61.9万 | 1.2万股 | +75股+0.61% | 加仓 |
| IiShares安硕信托TIP |
| 0.63% | 0.59% | $53.1万 | 4,855股 | $53.6万 | 4,855股 | 00.00% | 持仓不变 |
 纽蒙特NEM |
| 0.5% | 0.54% | $42.3万 | 4,528股 | $49.0万 | 4,528股 | 00.00% | 持仓不变 |
 特斯拉TSLA |
| 0.4% | 0.33% | $33.6万 | 800股 | $29.7万 | 800股 | 00.00% | 持仓不变 |
 AFLAC COMAFL |
| 0.28% | 0.24% | $23.5万 | 2,000股 | $21.9万 | 2,000股 | 00.00% | 持仓不变 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.27% | 0.26% | $23.2万 | 6,300股 | $23.8万 | 6,300股 | 00.00% | 持仓不变 |
 沃特世WAT |
| 0.27% | — | $23.1万 | 615股 | $0 | 0股 | +615股 | 新买入 |
