 诺华NVS |
| 8.22% | 7.42% | $2,463.3万 | 15.7万股 | $2,477.7万 | 16.2万股 | -5,025股-3.10% | 减仓 |
 阿斯利康AZN |
| 8.01% | 8.27% | $2,399.7万 | 12.7万股 | $2,762.7万 | 14.0万股 | -1.4万股-9.66% | 减仓 |
 苹果AAPL |
| 6.52% | 5.86% | $1,953.6万 | 6.8万股 | $1,958.8万 | 7.7万股 | -9,668股-12.53% | 减仓 |
 谷歌AGOOGL |
| 6.05% | 5.49% | $1,811.2万 | 5.1万股 | $1,832.7万 | 6.4万股 | -1.3万股-20.48% | 减仓 |
| SSONY SPONSORED ADRSONY |
| 5.82% | 5.52% | $1,743.8万 | 86.9万股 | $1,844.7万 | 89.1万股 | -2.2万股-2.45% | 减仓 |
 TOYOTA MOTOR ADSTM |
| 5.56% | 6.29% | $1,665.0万 | 9.9万股 | $2,100.6万 | 10.2万股 | -3,065股-3.01% | 减仓 |
| DDEUTSCHE BK |
| 5.2% | 4.24% | $1,557.3万 | 46.1万股 | $1,416.8万 | 47.6万股 | -1.4万股-3.04% | 减仓 |
 万事达MA |
| 5.08% | 4.5% | $1,523.0万 | 3.0万股 | $1,505.1万 | 3.0万股 | -470股-1.56% | 减仓 |
 STANTECSTN |
| 4.1% | 4.77% | $1,229.5万 | 17.8万股 | $1,592.3万 | 18.4万股 | -5,866股-3.18% | 减仓 |
 美国运通AXP |
| 3.52% | 2.88% | $1,054.5万 | 3.1万股 | $963.8万 | 3.2万股 | -688股-2.16% | 减仓 |
 西屋制动WAB |
| 3.51% | 3.11% | $1,052.7万 | 3.9万股 | $1,039.7万 | 4.2万股 | -2,556股-6.14% | 减仓 |
 BOOKING COMBKNG |
| 3.16% | 0.11% | $946.9万 | 5.3万股 | $36.5万 | 2,168股 | +5.1万股+2,350.42% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.15% | 2.76% | $942.4万 | 1.9万股 | $921.9万 | 1.9万股 | -404股-2.10% | 减仓 |
 L3哈里斯LHX |
| 2.8% | 3.05% | $838.5万 | 2.9万股 | $1,018.0万 | 2.9万股 | -639股-2.17% | 减仓 |
 AMETEK COMAME |
| 2.72% | 2.2% | $815.4万 | 3.4万股 | $735.8万 | 3.4万股 | -623股-1.81% | 减仓 |
 芝加哥期权交易所CBOE |
| 2.58% | 2.72% | $773.2万 | 3.2万股 | $910.2万 | 3.2万股 | -522股-1.61% | 减仓 |
| T赛默飞世尔TMO |
| 2.39% | 2.15% | $714.5万 | 1.4万股 | $716.9万 | 1.5万股 | -334股-2.29% | 减仓 |
 恩智浦NXPI |
| 2.38% | 1.54% | $713.8万 | 2.5万股 | $513.3万 | 2.6万股 | -672股-2.58% | 减仓 |
 切尼尔能源LNG |
| 2.09% | 2.27% | $625.8万 | 2.6万股 | $757.7万 | 2.7万股 | -520股-1.95% | 减仓 |
 汽车地带AZO |
| 1.99% | 1.92% | $594.8万 | 1,861股 | $642.5万 | 1,902股 | -41股-2.16% | 减仓 |
 默沙东MRK |
| 1.99% | 1.69% | $594.7万 | 4.6万股 | $565.6万 | 4.7万股 | -738股-1.57% | 减仓 |
 史赛克SYK |
| 1.87% | 1.78% | $559.8万 | 1.8万股 | $593.7万 | 1.8万股 | -285股-1.58% | 减仓 |
| AAPTIVAPTV |
| 1.56% | 1.61% | $468.5万 | 7.6万股 | $536.6万 | 7.7万股 | -952股-1.23% | 减仓 |
 纽蒙特NEM |
| 1.27% | — | $381.3万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 Roper科技ROP |
| 1.27% | 1.22% | $381.2万 | 1.1万股 | $407.2万 | 1.2万股 | -244股-2.12% | 减仓 |
 LEIDOS COMLDOS |
| 1.19% | 1.64% | $357.7万 | 3.5万股 | $549.3万 | 3.5万股 | -588股-1.66% | 减仓 |
 ADOBE COMADBE |
| 0.9% | 0.98% | $271.0万 | 1.3万股 | $327.8万 | 1.3万股 | -268股-1.99% | 减仓 |
 英伟达NVDA |
| 0.85% | 0.68% | $254.3万 | 1.3万股 | $228.7万 | 1.3万股 | -403股-3.07% | 减仓 |
 埃森哲ACN |
| 0.77% | 1.12% | $232.1万 | 1.9万股 | $375.6万 | 1.9万股 | -293股-1.55% | 减仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 0.65% | 0.61% | $195.9万 | 3.9万股 | $204.6万 | 4.0万股 | -1,671股-4.13% | 减仓 |
 阿斯麦ASML |
| 0.4% | 0.28% | $119.4万 | 600股 | $92.2万 | 698股 | -98股-14.04% | 减仓 |
| VVERSIGENT PLCVGNT |
| 0.36% | — | $106.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 台积电TSM |
| 0.3% | 0.21% | $89.1万 | 1,865股 | $71.8万 | 2,125股 | -260股-12.24% | 减仓 |
 埃克森美孚XOM |
| 0.23% | 0.26% | $70.2万 | 5,131股 | $87.5万 | 5,156股 | -25股-0.48% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.23% | 0.28% | $68.1万 | 1,926股 | $94.7万 | 3,301股 | -1,375股-41.65% | 减仓 |
 微软MSFT |
| 0.2% | 0.18% | $60.4万 | 1,619股 | $59.9万 | 1,619股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.19% | 0.15% | $55.9万 | 2,344股 | $48.8万 | 2,344股 | 00.00% | 持仓不变 |
 AON SHS CL AAON |
| 0.12% | 0.1% | $35.2万 | 1,060股 | $34.2万 | 1,060股 | 00.00% | 持仓不变 |
| J摩根大通交易所交易基金JPLD |
| 0.11% | 0.1% | $31.8万 | 6,093股 | $31.8万 | 6,093股 | 00.00% | 持仓不变 |
 HALEON SPON ADSHLN |
| 0.1% | 0.1% | $30.9万 | 3.3万股 | $33.2万 | 3.3万股 | 00.00% | 持仓不变 |
| J摩根大通·CORE PLUS BOND ETFJCPB |
| 0.1% | 0.09% | $28.7万 | 6,114股 | $28.8万 | 6,114股 | 00.00% | 持仓不变 |
 金佰利KMB |
| 0.09% | 0.07% | $25.8万 | 2,350股 | $23.2万 | 2,410股 | -60股-2.49% | 减仓 |
 博通AVGO |
| 0.09% | 0.07% | $25.5万 | 675股 | $24.8万 | 800股 | -125股-15.63% | 减仓 |
 RELX SPONSORED ADRRELX |
| 0.08% | 0.08% | $24.8万 | 7,815股 | $25.9万 | 7,815股 | 00.00% | 持仓不变 |
 好市多COST |
| 0.08% | 0.09% | $23.0万 | 246股 | $29.5万 | 296股 | -50股-16.89% | 减仓 |
 美敦力MDT |
| 0.08% | 0.07% | $22.7万 | 2,906股 | $24.9万 | 2,870股 | +36股+1.25% | 加仓 |
| MMONOPAR THERAPEUTICSMNPR |
| 0.07% | — | $21.5万 | 2,327股 | $0 | 0股 | +2,327股 | 新买入 |
