 AMD超威AMD |
| 7.17% | 3.18% | $1.03亿 | 17.7万股 | $3,955.3万 | 19.4万股 | -1.8万股-9.13% | 减仓 |
 谷歌AGOOGL |
| 6.22% | 6.06% | $8,897.5万 | 24.9万股 | $7,532.8万 | 26.2万股 | -1.3万股-4.96% | 减仓 |
 英伟达NVDA |
| 5.32% | 5.4% | $7,608.3万 | 38.0万股 | $6,715.5万 | 38.5万股 | -4,822股-1.25% | 减仓 |
 苹果AAPL |
| 5.14% | 5.21% | $7,349.6万 | 25.4万股 | $6,473.3万 | 25.5万股 | -1,072股-0.42% | 减仓 |
 ANALOG DEVICES COMADI |
| 4.28% | 4.22% | $6,118.9万 | 15.4万股 | $5,245.5万 | 16.5万股 | -1.1万股-6.56% | 减仓 |
 应用材料AMAT |
| 3.94% | 2.12% | $5,642.4万 | 7.8万股 | $2,629.1万 | 7.7万股 | +1,119股+1.45% | 加仓 |
 亚马逊AMZN |
| 3.92% | 3.94% | $5,607.4万 | 23.5万股 | $4,895.8万 | 23.5万股 | +198股+0.08% | 加仓 |
 微软MSFT |
| 3.71% | 4.15% | $5,313.8万 | 14.2万股 | $5,156.6万 | 13.9万股 | +3,151股+2.26% | 加仓 |
 TJXTJX |
| 3.26% | 3.96% | $4,662.2万 | 30.8万股 | $4,919.1万 | 30.8万股 | -286股-0.09% | 减仓 |
 万事达MA |
| 3.2% | 3.53% | $4,577.6万 | 8.9万股 | $4,382.2万 | 8.8万股 | +1,425股+1.62% | 加仓 |
 罗克韦尔自动化ROK |
| 3.02% | 2.6% | $4,326.9万 | 8.7万股 | $3,225.6万 | 9.0万股 | -2,480股-2.76% | 减仓 |
 强生JNJ |
| 2.95% | 3.27% | $4,216.4万 | 16.6万股 | $4,063.6万 | 16.6万股 | -221股-0.13% | 减仓 |
 雷神技术RTX |
| 2.85% | 3.37% | $4,081.1万 | 21.5万股 | $4,185.1万 | 21.7万股 | -1,858股-0.86% | 减仓 |
| SSCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHSSBGSY |
| 2.82% | 2.7% | $4,035.7万 | 61.9万股 | $3,358.2万 | 61.7万股 | +2,193股+0.36% | 加仓 |
 家得宝HD |
| 2.62% | 2.77% | $3,744.3万 | 10.6万股 | $3,446.5万 | 10.5万股 | +1,374股+1.31% | 加仓 |
 礼来LLY |
| 2.46% | 2.01% | $3,526.0万 | 2.9万股 | $2,498.1万 | 2.7万股 | +2,237股+8.24% | 加仓 |
 宝洁PG |
| 2.22% | 2.51% | $3,177.8万 | 21.7万股 | $3,116.4万 | 21.6万股 | +953股+0.44% | 加仓 |
 雅培ABT |
| 2.21% | 2.79% | $3,164.8万 | 34.9万股 | $3,467.4万 | 33.8万股 | +1.1万股+3.27% | 加仓 |
 DANAHER DEL COMDHR |
| 2.16% | 2.49% | $3,084.7万 | 16.2万股 | $3,097.0万 | 16.3万股 | -1,398股-0.86% | 减仓 |
 ADPADP |
| 2.15% | 2.24% | $3,081.3万 | 13.8万股 | $2,782.6万 | 13.7万股 | +639股+0.47% | 加仓 |
 福泰制药VRTX |
| 1.94% | 1.85% | $2,781.4万 | 5.6万股 | $2,299.6万 | 5.1万股 | +4,496股+8.73% | 加仓 |
 赛莱默XYL |
| 1.9% | 2.1% | $2,721.0万 | 23.0万股 | $2,612.1万 | 21.9万股 | +1.2万股+5.30% | 加仓 |
 APTARGROUPATR |
| 1.84% | 2.21% | $2,627.2万 | 21.0万股 | $2,745.6万 | 21.8万股 | -8,032股-3.69% | 减仓 |
 美国运通AXP |
| 1.75% | 1.44% | $2,509.6万 | 7.4万股 | $1,786.7万 | 5.9万股 | +1.5万股+25.61% | 加仓 |
 雪佛龙CVX |
| 1.43% | 2.48% | $2,050.5万 | 12.4万股 | $3,081.3万 | 14.9万股 | -2.5万股-16.94% | 减仓 |
| GGQG PARTNERS EMERGING MARKETS EQUITYINSTGQGIX |
| 1.39% | 1.56% | $1,995.6万 | 107.7万股 | $1,941.5万 | 106.7万股 | +9,596股+0.90% | 加仓 |
| AAMG RIVER ROAD SMALL-MID CAP VARIMX |
| 1.36% | 1.44% | $1,949.8万 | 184.6万股 | $1,790.7万 | 183.1万股 | +1.5万股+0.84% | 加仓 |
 嘉信理财SCHW |
| 1.3% | 1.39% | $1,861.4万 | 20.2万股 | $1,732.0万 | 18.4万股 | +1.7万股+9.47% | 加仓 |
| N新纪元能源NEE |
| 1.28% | 1.15% | $1,830.9万 | 20.9万股 | $1,425.3万 | 15.3万股 | +5.5万股+35.94% | 加仓 |
 优步UBER |
| 1.24% | 1.36% | $1,780.7万 | 24.7万股 | $1,689.1万 | 23.5万股 | +1.2万股+5.09% | 加仓 |
 加拿大国家铁路CNI |
| 1.03% | 1.03% | $1,480.0万 | 12.4万股 | $1,281.7万 | 12.5万股 | -601股-0.48% | 减仓 |
| VVANGUARD 500 INDEX ADMIRVFIAX |
| 1.03% | 1.03% | $1,474.6万 | 2.1万股 | $1,283.9万 | 2.1万股 | 00.00% | 持仓不变 |
 博通AVGO |
| 0.93% | 0.64% | $1,327.0万 | 3.5万股 | $789.9万 | 2.6万股 | +9,607股+37.64% | 加仓 |
 WASTE MGMT DELWM |
| 0.76% | 0.91% | $1,094.0万 | 4.9万股 | $1,126.5万 | 4.9万股 | +65股+0.13% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 0.63% | 0.87% | $898.6万 | 12股 | $1,077.2万 | 15股 | -3股-20.00% | 减仓 |
 CrowdStrikeCRWD |
| 0.61% | 0.35% | $878.2万 | 1.2万股 | $437.5万 | 1.1万股 | +302股+2.69% | 加仓 |
 WASTE CONNECTIONSWCN |
| 0.49% | 0.27% | $702.0万 | 4.2万股 | $333.3万 | 2.1万股 | +2.2万股+105.24% | 加仓 |
 联合太平洋铁路UNP |
| 0.48% | 0.49% | $688.4万 | 2.5万股 | $613.8万 | 2.5万股 | +13股+0.05% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.48% | 0.44% | $686.5万 | 7.9万股 | $542.7万 | 6.9万股 | +1.0万股+14.83% | 加仓 |
 艾伯维ABBV |
| 0.4% | 0.4% | $569.7万 | 2.3万股 | $497.0万 | 2.3万股 | -210股-0.92% | 减仓 |
 阿斯麦ASML |
| 0.34% | 0.25% | $483.3万 | 2,464股 | $308.5万 | 2,336股 | +128股+5.48% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.33% | 0.33% | $471.7万 | 6,317股 | $413.9万 | 6,364股 | -47股-0.74% | 减仓 |
| FFPA CRESCENTFPACX |
| 0.3% | 0.33% | $432.3万 | 9.6万股 | $405.3万 | 9.6万股 | +25股+0.03% | 加仓 |
| BBOSTON PARTNERS LONG/SHORT RSRCH INSTLBPIRX |
| 0.27% | 0.29% | $383.2万 | 25.7万股 | $357.8万 | 25.7万股 | 00.00% | 持仓不变 |
 安费诺APH |
| 0.25% | 0.21% | $360.2万 | 2.0万股 | $263.8万 | 2.1万股 | -450股-2.16% | 减仓 |
 沃尔玛WMT |
| 0.25% | 0.32% | $358.8万 | 3.2万股 | $398.3万 | 3.2万股 | -376股-1.17% | 减仓 |
 摩根大通JPM |
| 0.23% | 0.24% | $328.6万 | 1.0万股 | $297.0万 | 1.0万股 | -57股-0.56% | 减仓 |
 联合健康UNH |
| 0.18% | 0.57% | $251.4万 | 6,049股 | $707.2万 | 2.6万股 | -2.0万股-76.85% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.15% | $223.1万 | 6,313股 | $189.6万 | 6,610股 | -297股-4.49% | 减仓 |
| T赛默飞世尔TMO |
| 0.16% | 0.18% | $221.9万 | 4,425股 | $225.9万 | 4,595股 | -170股-3.70% | 减仓 |
