 苹果AAPL |
| 7.53% | 7.06% | $3,359.6万 | 11.6万股 | $2,771.0万 | 10.9万股 | +6,917股+6.34% | 加仓 |
 微软MSFT |
| 5.81% | 6.58% | $2,592.4万 | 6.9万股 | $2,581.8万 | 7.0万股 | -249股-0.36% | 减仓 |
 摩根大通JPM |
| 3.54% | 3.57% | $1,581.5万 | 4.8万股 | $1,399.7万 | 4.8万股 | +733股+1.54% | 加仓 |
 礼来LLY |
| 3.48% | 3.04% | $1,555.9万 | 1.3万股 | $1,192.3万 | 1.3万股 | +9股+0.07% | 加仓 |
 英伟达NVDA |
| 3.16% | 3.04% | $1,409.1万 | 7.0万股 | $1,191.9万 | 6.8万股 | +2,079股+3.04% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.76% | 2.58% | $1,234.1万 | 3.5万股 | $1,014.2万 | 3.5万股 | -428股-1.21% | 减仓 |
 埃克森美孚XOM |
| 2.41% | 3.4% | $1,076.7万 | 7.9万股 | $1,335.5万 | 7.9万股 | +39股+0.05% | 加仓 |
 卡特彼勒CAT |
| 2.36% | 1.71% | $1,055.0万 | 9,907股 | $671.8万 | 9,483股 | +424股+4.47% | 加仓 |
 艾伯维ABBV |
| 1.73% | 1.71% | $773.7万 | 3.1万股 | $670.2万 | 3.1万股 | -70股-0.23% | 减仓 |
 亚马逊AMZN |
| 1.68% | 1.63% | $748.1万 | 3.1万股 | $637.8万 | 3.1万股 | +763股+2.49% | 加仓 |
| IIBMIBM |
| 1.52% | 1.61% | $679.8万 | 2.4万股 | $633.2万 | 2.6万股 | -1,950股-7.46% | 减仓 |
 谷歌AGOOGL |
| 1.52% | 1.21% | $677.8万 | 1.9万股 | $475.6万 | 1.7万股 | +2,426股+14.67% | 加仓 |
 康宁GLW |
| 1.46% | 1.02% | $654.0万 | 2.6万股 | $399.4万 | 2.9万股 | -3,773股-12.84% | 减仓 |
| RROCKET LAB COMRKLB |
| 1.35% | 0.95% | $601.4万 | 5.9万股 | $373.2万 | 5.8万股 | +1,044股+1.80% | 加仓 |
| SSPDR标普500 ETFSPY |
| 1.26% | 1.18% | $563.8万 | 7,550股 | $463.6万 | 7,129股 | +421股+5.91% | 加仓 |
 PALO ALTOPANW |
| 1.14% | 0.76% | $508.9万 | 1.5万股 | $298.2万 | 1.9万股 | -3,680股-19.78% | 减仓 |
 ILLUMINAILMN |
| 1.12% | 0.9% | $501.7万 | 2.9万股 | $352.7万 | 2.9万股 | -87股-0.30% | 减仓 |
 GE航空GE |
| 1.06% | 0.91% | $471.9万 | 1.3万股 | $355.9万 | 1.3万股 | +86股+0.69% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.03% | 1.12% | $461.6万 | 9,225股 | $438.7万 | 9,155股 | +70股+0.76% | 加仓 |
 强生JNJ |
| 0.98% | 1.06% | $439.1万 | 1.7万股 | $417.8万 | 1.7万股 | +198股+1.16% | 加仓 |
 联合太平洋铁路UNP |
| 0.98% | 1.08% | $437.6万 | 1.6万股 | $421.9万 | 1.7万股 | -1,300股-7.48% | 减仓 |
 VisaV |
| 0.95% | 0.96% | $426.0万 | 1.2万股 | $375.6万 | 1.2万股 | -11股-0.09% | 减仓 |
 沃尔玛WMT |
| 0.94% | 1.14% | $419.0万 | 3.7万股 | $446.9万 | 3.6万股 | +1,038股+2.89% | 加仓 |
| C花旗集团C |
| 0.91% | 0.89% | $406.9万 | 2.9万股 | $350.1万 | 3.1万股 | -1,800股-5.83% | 减仓 |
 博通AVGO |
| 0.91% | 0.75% | $405.6万 | 1.1万股 | $293.1万 | 9,471股 | +1,267股+13.38% | 加仓 |
 PERSONALISPSNL |
| 0.88% | 0.47% | $391.9万 | 29.2万股 | $186.3万 | 29.2万股 | 00.00% | 持仓不变 |
 GE VernovaGEV |
| 0.85% | 0.61% | $377.7万 | 3,214股 | $238.7万 | 2,734股 | +480股+17.56% | 加仓 |
 黑石集团BX |
| 0.84% | 0.97% | $373.5万 | 3.2万股 | $381.1万 | 3.3万股 | -1,405股-4.24% | 减仓 |
 台积电TSM |
| 0.83% | 0.55% | $369.5万 | 7,737股 | $214.6万 | 6,350股 | +1,387股+21.84% | 加仓 |
| I景顺QQQ信托VOO |
| 0.75% | 0.64% | $333.5万 | 4,529股 | $249.9万 | 4,329股 | +200股+4.62% | 加仓 |
 应用材料AMAT |
| 0.7% | 0.36% | $314.5万 | 4,350股 | $141.8万 | 4,150股 | +200股+4.82% | 加仓 |
 思科CSCO |
| 0.66% | 0.49% | $292.8万 | 2.5万股 | $193.4万 | 2.5万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.65% | 0.71% | $291.3万 | 2.3万股 | $279.9万 | 2.3万股 | -600股-2.58% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 0.64% | 0.77% | $283.7万 | 8.9万股 | $300.5万 | 9.0万股 | -900股-1.00% | 减仓 |
 纽蒙特NEM |
| 0.63% | 0.87% | $283.0万 | 3.0万股 | $339.9万 | 3.1万股 | -1,100股-3.50% | 减仓 |
 雅培ABT |
| 0.59% | 0.78% | $261.7万 | 2.9万股 | $305.4万 | 3.0万股 | -900股-3.03% | 减仓 |
 迪士尼DIS |
| 0.58% | 0.68% | $258.9万 | 2.7万股 | $266.6万 | 2.8万股 | -755股-2.73% | 减仓 |
 FLOWERS FOODSFLO |
| 0.57% | 0.67% | $253.7万 | 32.1万股 | $261.7万 | 32.1万股 | +53股+0.02% | 加仓 |
 星座能源CEG |
| 0.54% | 0.71% | $239.2万 | 9,633股 | $279.5万 | 1.0万股 | -377股-3.77% | 减仓 |
 Citizens金融CFG |
| 0.53% | 0.52% | $238.2万 | 3.4万股 | $203.9万 | 3.4万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 0.53% | 0.7% | $238.1万 | 3,152股 | $275.7万 | 3,186股 | -34股-1.07% | 减仓 |
 宝洁PG |
| 0.53% | 0.6% | $236.3万 | 1.6万股 | $234.4万 | 1.6万股 | -115股-0.71% | 减仓 |
 标普全球SPGI |
| 0.53% | 0.63% | $236.2万 | 5,800股 | $246.7万 | 5,800股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.53% | 0.54% | $236.0万 | 6,691股 | $212.3万 | 6,455股 | +236股+3.66% | 加仓 |
 百时美施贵宝BMY |
| 0.51% | 0.62% | $227.2万 | 3.9万股 | $243.7万 | 4.0万股 | -750股-1.87% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.5% | 0.55% | $224.7万 | 1.9万股 | $214.1万 | 1.9万股 | -231股-1.20% | 减仓 |
 GeneracGNRC |
| 0.49% | 0.36% | $216.8万 | 7,404股 | $142.7万 | 7,305股 | +99股+1.36% | 加仓 |
 雪佛龙CVX |
| 0.48% | 0.69% | $215.5万 | 1.3万股 | $271.8万 | 1.3万股 | -137股-1.04% | 减仓 |
 WASTE MGMT DELWM |
| 0.47% | 0.55% | $210.3万 | 9,435股 | $217.0万 | 9,442股 | -7股-0.07% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.46% | — | $203.9万 | 9,221股 | $0 | 0股 | +9,221股 | 新买入 |
