 谷歌AGOOGL |
| 9.75% | 9.96% | $1.78亿 | 49.8万股 | $1.76亿 | 61.1万股 | -11.2万股-18.38% | 减仓 |
 诺和诺德NVO |
| 8.49% | 7.17% | $1.55亿 | 323.6万股 | $1.26亿 | 343.6万股 | -20.0万股-5.83% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 7.06% | 7.4% | $1.29亿 | 25.8万股 | $1.30亿 | 27.2万股 | -1.4万股-5.20% | 减仓 |
 微软MSFT |
| 6.82% | 7.75% | $1.25亿 | 33.4万股 | $1.37亿 | 36.9万股 | -3.5万股-9.39% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 6.53% | 6.06% | $1.19亿 | 198.6万股 | $1.07亿 | 187.3万股 | +11.3万股+6.04% | 加仓 |
 阿斯麦ASML |
| 6.48% | 4.82% | $1.18亿 | 6.0万股 | $8,491.0万 | 6.4万股 | -4,775股-7.43% | 减仓 |
 迪士尼DIS |
| 5.71% | 6.17% | $1.04亿 | 108.4万股 | $1.09亿 | 112.8万股 | -4.5万股-3.95% | 减仓 |
 美敦力MDT |
| 5.15% | 5.78% | $9,413.3万 | 120.3万股 | $1.02亿 | 117.6万股 | +2.8万股+2.36% | 加仓 |
 英伟达NVDA |
| 4.21% | 3.33% | $7,700.8万 | 38.5万股 | $5,872.5万 | 33.7万股 | +4.8万股+14.30% | 加仓 |
 强生JNJ |
| 3.87% | 4.71% | $7,072.0万 | 27.8万股 | $8,297.3万 | 33.9万股 | -6.1万股-17.97% | 减仓 |
 礼来LLY |
| 3.53% | 2.43% | $6,460.4万 | 5.4万股 | $4,279.2万 | 4.7万股 | +7,337股+15.77% | 加仓 |
 通用动力GD |
| 3.5% | 3.78% | $6,390.3万 | 18.0万股 | $6,666.8万 | 19.4万股 | -1.4万股-7.13% | 减仓 |
| RROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHSRHHBY |
| 3.34% | 3.64% | $6,103.9万 | 118.9万股 | $6,420.7万 | 129.2万股 | -10.3万股-7.97% | 减仓 |
 星巴克SBUX |
| 3.29% | 3.2% | $6,007.5万 | 58.8万股 | $5,642.2万 | 63.0万股 | -4.2万股-6.66% | 减仓 |
 VisaV |
| 2.77% | 2.68% | $5,070.1万 | 14.8万股 | $4,726.2万 | 15.6万股 | -8,594股-5.50% | 减仓 |
 宝洁PG |
| 2.72% | 2.95% | $4,965.8万 | 33.9万股 | $5,203.1万 | 36.0万股 | -2.2万股-5.99% | 减仓 |
 雷神技术RTX |
| 2.53% | 2.84% | $4,618.9万 | 24.3万股 | $4,997.5万 | 25.9万股 | -1.6万股-6.03% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.42% | 2.37% | $4,428.1万 | 23.5万股 | $4,182.4万 | 25.2万股 | -1.7万股-6.64% | 减仓 |
 家得宝HD |
| 1.64% | 1.66% | $2,993.5万 | 8.5万股 | $2,920.8万 | 8.9万股 | -3,930股-4.43% | 减仓 |
 苹果AAPL |
| 1.59% | 1.61% | $2,905.2万 | 10.0万股 | $2,842.0万 | 11.2万股 | -1.2万股-10.34% | 减仓 |
 DIAGEO SPON ADR NEWDEO |
| 1.59% | 1.6% | $2,902.0万 | 36.1万股 | $2,815.3万 | 37.8万股 | -1.7万股-4.52% | 减仓 |
 百事可乐PEP |
| 1.22% | 1.53% | $2,230.4万 | 16.5万股 | $2,691.4万 | 17.3万股 | -8,589股-4.96% | 减仓 |
| SSPDR道富系列信托BIL |
| 1.08% | 1.12% | $1,970.3万 | 21.5万股 | $1,971.0万 | 21.5万股 | -68股-0.03% | 减仓 |
 霍尼韦尔HON |
| 0.93% | 2.13% | $1,696.9万 | 7.6万股 | $3,750.9万 | 16.6万股 | -9.0万股-54.33% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.92% | — | $1,672.6万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
 高露洁CL |
| 0.88% | 0.92% | $1,609.9万 | 17.6万股 | $1,620.2万 | 19.0万股 | -1.4万股-7.62% | 减仓 |
 直觉外科ISRG |
| 0.83% | — | $1,512.9万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
 艾默生电气EMR |
| 0.56% | — | $1,029.6万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| J摩根大通交易所交易基金JQUA |
| 0.08% | 0.01% | $139.4万 | 1.9万股 | $20.9万 | 3,406股 | +1.6万股+466.32% | 加仓 |
 BAYCOM CORP COMBCML |
| 0.06% | — | $105.4万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.05% | 0.05% | $100.0万 | 2,829股 | $83.6万 | 2,913股 | -84股-2.88% | 减仓 |
 可口可乐KO |
| 0.04% | 0.04% | $80.0万 | 9,849股 | $74.9万 | 9,849股 | 00.00% | 持仓不变 |
 AMGEN COMAMGN |
| 0.04% | 0.05% | $79.0万 | 2,181股 | $81.1万 | 2,306股 | -125股-5.42% | 减仓 |
| IIBMIBM |
| 0.04% | 0.04% | $73.8万 | 2,624股 | $66.2万 | 2,733股 | -109股-3.99% | 减仓 |
 安费诺APH |
| 0.04% | 0.03% | $69.8万 | 3,958股 | $50.6万 | 4,002股 | -44股-1.10% | 减仓 |
 ZOETIS CL AZTS |
| 0.03% | 0.06% | $59.3万 | 8,249股 | $98.3万 | 8,316股 | -67股-0.81% | 减仓 |
 思科CSCO |
| 0.03% | 0.05% | $52.8万 | 4,493股 | $80.0万 | 1.0万股 | -5,820股-56.43% | 减仓 |
| V先锋领航指数基金VNQ |
| 0.03% | 0.03% | $52.2万 | 5,414股 | $48.0万 | 5,414股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.03% | 0.02% | $47.7万 | 2,000股 | $41.7万 | 2,000股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 0.02% | 0.03% | $44.3万 | 2,008股 | $47.1万 | 1,993股 | +15股+0.75% | 加仓 |
 埃森哲ACN |
| 0.02% | 1.5% | $43.8万 | 3,518股 | $2,650.3万 | 13.4万股 | -13.0万股-97.37% | 减仓 |
 洛克希德马丁LMT |
| 0.02% | 0.02% | $35.4万 | 695股 | $42.0万 | 695股 | 00.00% | 持仓不变 |
 PRICE T ROWE COMTROW |
| 0.02% | 0.02% | $33.8万 | 2,977股 | $26.8万 | 2,977股 | 00.00% | 持仓不变 |
 PAYCHEX COMPAYX |
| 0.02% | 0.02% | $32.9万 | 3,349股 | $35.8万 | 3,884股 | -535股-13.77% | 减仓 |
 诺华NVS |
| 0.01% | 0.01% | $23.4万 | 1,490股 | $22.8万 | 1,490股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.01% | — | $21.0万 | 2,920股 | $0 | 0股 | +2,920股 | 新买入 |
