 苹果AAPL |
| 4.02% | 3.99% | $7,507.9万 | 25.9万股 | $6,706.5万 | 26.4万股 | -4,788股-1.81% | 减仓 |
 谷歌AGOOGL |
| 3.77% | 3.47% | $7,031.4万 | 19.7万股 | $5,830.9万 | 20.3万股 | -6,017股-2.97% | 减仓 |
 微软MSFT |
| 2.95% | 3.31% | $5,516.2万 | 14.8万股 | $5,554.8万 | 15.0万股 | -2,181股-1.45% | 减仓 |
 亚马逊AMZN |
| 2.94% | 3% | $5,484.0万 | 23.0万股 | $5,046.0万 | 24.2万股 | -1.2万股-5.03% | 减仓 |
 应用材料AMAT |
| 2.37% | 1.5% | $4,419.9万 | 6.1万股 | $2,521.2万 | 7.4万股 | -1.3万股-17.12% | 减仓 |
 摩根大通JPM |
| 2.35% | 2.41% | $4,396.7万 | 13.4万股 | $4,046.7万 | 13.8万股 | -3,248股-2.36% | 减仓 |
 英伟达NVDA |
| 2.04% | 2.05% | $3,804.4万 | 19.0万股 | $3,450.8万 | 19.8万股 | -7,731股-3.91% | 减仓 |
| IiShares安硕IEMG |
| 1.94% | 1.9% | $3,622.6万 | 43.7万股 | $3,200.5万 | 45.9万股 | -2.2万股-4.70% | 减仓 |
 艾伯维ABBV |
| 1.88% | 1.77% | $3,518.1万 | 14.0万股 | $2,968.6万 | 13.6万股 | +3,312股+2.43% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.74% | 1.8% | $3,242.9万 | 6.5万股 | $3,017.2万 | 6.3万股 | +1,844股+2.93% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 1.59% | 1.46% | $2,965.9万 | 8.4万股 | $2,449.9万 | 8.5万股 | -1,463股-1.71% | 减仓 |
 美光科技MU |
| 1.57% | 0.93% | $2,934.4万 | 2.5万股 | $1,569.6万 | 4.6万股 | -2.1万股-45.28% | 减仓 |
 高盛GS |
| 1.49% | 1.68% | $2,791.3万 | 2.8万股 | $2,814.8万 | 3.3万股 | -5,673股-17.05% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.43% | 1.6% | $2,675.8万 | 25.8万股 | $2,693.9万 | 27.7万股 | -2.0万股-7.13% | 减仓 |
 阿格尼科鹰矿AEM |
| 1.38% | 2.04% | $2,584.2万 | 16.7万股 | $3,420.5万 | 16.9万股 | -1,931股-1.15% | 减仓 |
 VisaV |
| 1.37% | 1.22% | $2,560.5万 | 7.5万股 | $2,042.9万 | 6.8万股 | +7,040股+10.42% | 加仓 |
 捷普JBL |
| 1.33% | 1.21% | $2,476.9万 | 6.4万股 | $2,026.8万 | 7.6万股 | -1.2万股-15.79% | 减仓 |
 QUANTA SVCSPWR |
| 1.32% | 1.22% | $2,456.5万 | 3.4万股 | $2,052.4万 | 3.7万股 | -3,267股-8.74% | 减仓 |
 礼来LLY |
| 1.32% | 1.15% | $2,456.2万 | 2.0万股 | $1,936.8万 | 2.1万股 | -579股-2.75% | 减仓 |
 可口可乐KO |
| 1.27% | 1.37% | $2,377.5万 | 29.3万股 | $2,299.4万 | 30.2万股 | -9,809股-3.24% | 减仓 |
 DANAHER DEL COMDHR |
| 1.27% | 1.23% | $2,370.1万 | 12.4万股 | $2,064.2万 | 10.9万股 | +1.6万股+14.29% | 加仓 |
 CienaCIEN |
| 1.26% | 1.37% | $2,361.6万 | 4.8万股 | $2,300.2万 | 5.9万股 | -1.1万股-18.75% | 减仓 |
 再生元REGN |
| 1.23% | 1.79% | $2,296.9万 | 3.7万股 | $3,011.7万 | 3.9万股 | -2,142股-5.50% | 减仓 |
 罗克韦尔自动化ROK |
| 1.1% | 0.9% | $2,054.0万 | 4.1万股 | $1,504.2万 | 4.2万股 | -426股-1.02% | 减仓 |
 PALO ALTOPANW |
| 1.06% | 0.77% | $1,970.6万 | 5.8万股 | $1,302.2万 | 8.1万股 | -2.3万股-28.86% | 减仓 |
| IiShares安硕·MSCI EUROZONE ETFEZU |
| 1.02% | 1.09% | $1,906.6万 | 27.4万股 | $1,836.4万 | 29.3万股 | -1.9万股-6.43% | 减仓 |
 康明斯CMI |
| 1.02% | 0.98% | $1,905.6万 | 2.7万股 | $1,645.2万 | 3.1万股 | -3,860股-12.62% | 减仓 |
 强生JNJ |
| 1.01% | 1.08% | $1,881.2万 | 7.4万股 | $1,810.6万 | 7.4万股 | -2股-0.00% | 减仓 |
 迈威尔MRVL |
| 1% | 0.46% | $1,858.1万 | 6.2万股 | $775.8万 | 7.8万股 | -1.6万股-20.36% | 减仓 |
 雪佛龙CVX |
| 0.99% | 1.41% | $1,841.3万 | 11.1万股 | $2,371.0万 | 11.5万股 | -3,512股-3.06% | 减仓 |
 默沙东MRK |
| 0.98% | 1.02% | $1,820.6万 | 14.2万股 | $1,719.7万 | 14.3万股 | -1,287股-0.90% | 减仓 |
 第一资本COF |
| 0.97% | 0.94% | $1,802.6万 | 9.0万股 | $1,573.9万 | 8.6万股 | +3,579股+4.15% | 加仓 |
 泛林集团LRCX |
| 0.9% | 0.63% | $1,685.1万 | 3.9万股 | $1,062.9万 | 5.0万股 | -1.1万股-21.83% | 减仓 |
| V先锋领航指数基金VBK |
| 0.88% | 0.84% | $1,648.9万 | 4.5万股 | $1,415.2万 | 4.7万股 | -1,733股-3.70% | 减仓 |
 卡特彼勒CAT |
| 0.88% | 0.88% | $1,642.9万 | 1.5万股 | $1,475.7万 | 2.1万股 | -5,401股-25.93% | 减仓 |
 WASTE MGMT DELWM |
| 0.83% | 0.9% | $1,555.5万 | 7.0万股 | $1,519.2万 | 6.6万股 | +3,679股+5.56% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.82% | 0.77% | $1,537.2万 | 4.4万股 | $1,289.9万 | 4.6万股 | -1,772股-3.88% | 减仓 |
 Meta平台META |
| 0.8% | 0.93% | $1,493.9万 | 2.7万股 | $1,568.1万 | 2.7万股 | -887股-3.24% | 减仓 |
 阿卡迈AKAM |
| 0.77% | 0.87% | $1,430.8万 | 12.1万股 | $1,459.7万 | 12.7万股 | -6,059股-4.77% | 减仓 |
 艾默生电气EMR |
| 0.76% | 0.77% | $1,410.5万 | 9.9万股 | $1,291.3万 | 9.9万股 | -19股-0.02% | 减仓 |
 美国包装PKG |
| 0.75% | 0.72% | $1,402.3万 | 5.9万股 | $1,205.7万 | 5.7万股 | +2,035股+3.58% | 加仓 |
 BUNGE GLOBALBG |
| 0.74% | 0.98% | $1,380.2万 | 12.9万股 | $1,650.9万 | 13.0万股 | -472股-0.36% | 减仓 |
 博通AVGO |
| 0.72% | 0.67% | $1,351.1万 | 3.6万股 | $1,128.3万 | 3.6万股 | -686股-1.88% | 减仓 |
 FIFTH THIRD BANCORP COMFITB |
| 0.71% | 0.63% | $1,326.6万 | 23.5万股 | $1,055.8万 | 22.7万股 | +8,094股+3.56% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.71% | 0.64% | $1,318.0万 | 9.9万股 | $1,070.2万 | 9.4万股 | +5,332股+5.68% | 加仓 |
 Everest再保险EG |
| 0.7% | 0.72% | $1,315.1万 | 3.7万股 | $1,204.0万 | 3.7万股 | -20股-0.05% | 减仓 |
 AMGEN COMAMGN |
| 0.7% | 0.72% | $1,300.9万 | 3.6万股 | $1,213.8万 | 3.4万股 | +1,426股+4.13% | 加仓 |
 WESCO INTLWCC |
| 0.7% | 0.64% | $1,298.4万 | 3.8万股 | $1,069.9万 | 3.9万股 | -1,516股-3.88% | 减仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.68% | 0.88% | $1,277.9万 | 6.5万股 | $1,470.4万 | 8.0万股 | -1.5万股-18.95% | 减仓 |
 EntergyETR |
| 0.68% | 0.77% | $1,266.3万 | 11.0万股 | $1,292.6万 | 11.5万股 | -4,796股-4.17% | 减仓 |
