 应用材料AMAT |
| 10.97% | 5.94% | $8,070.2万 | 11.2万股 | $3,827.4万 | 11.2万股 | -360股-0.32% | 减仓 |
| T赛默飞世尔TMO |
| 3.92% | 4.39% | $2,885.3万 | 5.8万股 | $2,828.2万 | 5.8万股 | +10股+0.02% | 加仓 |
 微软MSFT |
| 3.79% | 4.19% | $2,785.8万 | 7.5万股 | $2,701.5万 | 7.3万股 | +1,700股+2.33% | 加仓 |
 摩根大通JPM |
| 3.64% | 3.92% | $2,673.7万 | 8.2万股 | $2,524.7万 | 8.6万股 | -4,147股-4.83% | 减仓 |
 史赛克SYK |
| 3.59% | 4.24% | $2,639.8万 | 8.4万股 | $2,733.9万 | 8.3万股 | +645股+0.78% | 加仓 |
 谷歌AGOOGL |
| 3.45% | 3.18% | $2,539.9万 | 7.1万股 | $2,049.3万 | 7.1万股 | -192股-0.27% | 减仓 |
 思科CSCO |
| 3.16% | 2.39% | $2,324.4万 | 19.8万股 | $1,538.6万 | 19.8万股 | -414股-0.21% | 减仓 |
 迪尔DE |
| 2.88% | 2.92% | $2,118.3万 | 3.3万股 | $1,881.1万 | 3.3万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 2.82% | 2.12% | $2,074.5万 | 5.0万股 | $1,366.0万 | 5.0万股 | -570股-1.13% | 减仓 |
 亚马逊AMZN |
| 2.79% | 2.79% | $2,054.2万 | 8.6万股 | $1,795.0万 | 8.6万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 2.66% | 3.13% | $1,959.7万 | 21.2万股 | $2,014.6万 | 21.4万股 | -1,981股-0.92% | 减仓 |
 CVS健康CVS |
| 2.09% | 1.69% | $1,540.0万 | 14.9万股 | $1,091.8万 | 15.2万股 | -3,154股-2.07% | 减仓 |
 万豪MAR |
| 1.97% | 1.99% | $1,446.7万 | 3.9万股 | $1,279.3万 | 3.9万股 | -77股-0.20% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.84% | 2.17% | $1,355.3万 | 36.9万股 | $1,395.1万 | 36.9万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 1.83% | 1.8% | $1,344.7万 | 4.8万股 | $1,159.1万 | 4.8万股 | 00.00% | 持仓不变 |
 CSX铁路CSX |
| 1.8% | 1.78% | $1,325.3万 | 27.9万股 | $1,144.6万 | 27.9万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.77% | 1.78% | $1,300.5万 | 3.8万股 | $1,145.6万 | 3.8万股 | +3股+0.01% | 加仓 |
 雷神技术RTX |
| 1.69% | 1.96% | $1,242.8万 | 6.6万股 | $1,260.3万 | 6.5万股 | +170股+0.26% | 加仓 |
 百事可乐PEP |
| 1.66% | 1.94% | $1,224.0万 | 9.0万股 | $1,248.5万 | 8.0万股 | +1.0万股+12.44% | 加仓 |
 诺华NVS |
| 1.59% | 1.82% | $1,173.0万 | 7.5万股 | $1,173.9万 | 7.7万股 | -2,000股-2.60% | 减仓 |
 宝洁PG |
| 1.51% | 1.7% | $1,109.0万 | 7.6万股 | $1,092.4万 | 7.6万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.48% | 1.62% | $1,087.5万 | 4.3万股 | $1,046.6万 | 4.3万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.47% | 1.69% | $1,083.2万 | 7.4万股 | $1,091.7万 | 7.4万股 | -300股-0.40% | 减仓 |
 礼来LLY |
| 1.33% | 1.16% | $976.7万 | 8,143股 | $749.0万 | 8,143股 | 00.00% | 持仓不变 |
| N新纪元能源NEE |
| 1.24% | 1.5% | $914.7万 | 10.4万股 | $968.0万 | 10.4万股 | 00.00% | 持仓不变 |
 TELEDYNE TECHNOLOGIESTDY |
| 1.14% | 1.18% | $835.9万 | 1.3万股 | $758.3万 | 1.3万股 | 00.00% | 持仓不变 |
 3M COMMMM |
| 0.99% | 1.03% | $724.8万 | 4.5万股 | $662.1万 | 4.6万股 | -820股-1.80% | 减仓 |
 POSTPOST |
| 0.92% | 1.26% | $678.8万 | 7.7万股 | $809.5万 | 8.2万股 | -4,977股-6.08% | 减仓 |
| V先锋领航指数基金VOO |
| 0.9% | 0.81% | $665.6万 | 9,038股 | $521.6万 | 9,037股 | +1股+0.01% | 加仓 |
| EENERGY TRANSFER L PET |
| 0.87% | 1% | $641.1万 | 33.5万股 | $647.1万 | 33.5万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 0.81% | 0.8% | $592.8万 | 7,938股 | $516.1万 | 7,936股 | +2股+0.03% | 加仓 |
 联合太平洋铁路UNP |
| 0.72% | 0.81% | $529.8万 | 1.9万股 | $521.1万 | 2.1万股 | -2,000股-9.31% | 减仓 |
 科磊KLAC |
| 0.72% | 0.4% | $529.5万 | 1.8万股 | $258.4万 | 1,755股 | +1.6万股+900.00% | 加仓 |
 新思科技SNPS |
| 0.7% | 0.71% | $515.9万 | 1.2万股 | $458.5万 | 1.2万股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.7% | 0.85% | $515.5万 | 5,511股 | $549.1万 | 5,511股 | 00.00% | 持仓不变 |
 达登饭店DRI |
| 0.66% | 0.72% | $485.6万 | 2.4万股 | $462.5万 | 2.4万股 | -20股-0.08% | 减仓 |
| DDOORDASHDASH |
| 0.66% | — | $483.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 0.66% | 0.73% | $482.8万 | 128.1万股 | $470.8万 | 128.6万股 | -5,545股-0.43% | 减仓 |
 Meta平台META |
| 0.65% | 0.74% | $475.2万 | 8,436股 | $476.2万 | 8,324股 | +112股+1.35% | 加仓 |
 CARRIER GLOBALCARR |
| 0.63% | 0.56% | $466.8万 | 6.4万股 | $358.3万 | 6.4万股 | 00.00% | 持仓不变 |
 英特尔INTC |
| 0.62% | 0.3% | $453.4万 | 3.2万股 | $192.1万 | 4.4万股 | -1.1万股-25.41% | 减仓 |
 艺康ECL |
| 0.57% | 0.62% | $419.0万 | 1.5万股 | $399.3万 | 1.5万股 | 00.00% | 持仓不变 |
 ServiceNowNOW |
| 0.55% | 0.66% | $401.2万 | 4.0万股 | $423.4万 | 4.0万股 | -88股-0.22% | 减仓 |
 DatadogDDOG |
| 0.54% | 0.28% | $397.9万 | 1.5万股 | $180.4万 | 1.5万股 | 00.00% | 持仓不变 |
 迪士尼DIS |
| 0.53% | 0.61% | $392.4万 | 4.1万股 | $392.9万 | 4.1万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.49% | $388.7万 | 1.1万股 | $315.6万 | 1.1万股 | 00.00% | 持仓不变 |
 杜克能源DUK |
| 0.52% | 0.61% | $381.4万 | 3.0万股 | $394.6万 | 3.0万股 | 00.00% | 持仓不变 |
 万事达MA |
| 0.52% | 0.58% | $380.4万 | 7,407股 | $370.6万 | 7,417股 | -10股-0.13% | 减仓 |
| BBILLBILL |
| 0.52% | 0.65% | $379.1万 | 10.5万股 | $420.5万 | 11.0万股 | -4,959股-4.52% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 0.51% | 0.62% | $378.5万 | 5.3万股 | $401.4万 | 5.2万股 | +785股+1.51% | 加仓 |
