 联合太平洋铁路UNP |
| 6.87% | 6.96% | $1,027.6万 | 3.8万股 | $915.1万 | 3.8万股 | +60股+0.16% | 加仓 |
 苹果AAPL |
| 5.45% | 5.64% | $815.7万 | 2.8万股 | $741.8万 | 2.9万股 | -1,039股-3.55% | 减仓 |
 美光科技MU |
| 4.32% | 1.82% | $645.8万 | 5,595股 | $238.7万 | 7,064股 | -1,469股-20.80% | 减仓 |
 QUANTA SVCSPWR |
| 3.47% | 3.04% | $519.9万 | 7,221股 | $399.2万 | 7,271股 | -50股-0.69% | 减仓 |
| PProShares信托SH |
| 3.04% | 5.44% | $455.4万 | 13.8万股 | $715.4万 | 18.9万股 | -5.1万股-26.87% | 减仓 |
| SSPDR行业精选信托XLU |
| 2.72% | 2.92% | $407.6万 | 9.0万股 | $383.3万 | 8.4万股 | +6,382股+7.64% | 加仓 |
 M&T银行MTB |
| 2.35% | 2.92% | $351.4万 | 1.5万股 | $383.7万 | 1.9万股 | -3,800股-20.47% | 减仓 |
 康宁GLW |
| 2.32% | 1.4% | $346.7万 | 1.4万股 | $184.6万 | 1.4万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 2.28% | 2.28% | $341.1万 | 4,567股 | $299.1万 | 4,599股 | -32股-0.70% | 减仓 |
 微软MSFT |
| 2.1% | 2.39% | $313.5万 | 8,406股 | $314.3万 | 8,493股 | -87股-1.02% | 减仓 |
 英伟达NVDA |
| 1.91% | 1.87% | $286.0万 | 1.4万股 | $245.8万 | 1.4万股 | +197股+1.40% | 加仓 |
| SSPDR行业精选信托XLF |
| 1.76% | 0.65% | $263.1万 | 4.9万股 | $85.4万 | 1.7万股 | +3.2万股+183.77% | 加仓 |
| B巴里克黄金GOLD |
| 1.68% | 2.13% | $250.7万 | 6.8万股 | $280.5万 | 6.9万股 | -500股-0.73% | 减仓 |
| MMYRMYRG |
| 1.67% | 1.07% | $250.2万 | 5,000股 | $141.2万 | 5,000股 | 00.00% | 持仓不变 |
| O宏盟集团OMC |
| 1.54% | 1.81% | $229.8万 | 3.2万股 | $237.6万 | 3.2万股 | 00.00% | 持仓不变 |
| I景顺QQQ信托VOO |
| 1.39% | 1.21% | $208.4万 | 2,830股 | $159.2万 | 2,757股 | +73股+2.65% | 加仓 |
| SSPDR黄金信托GLD |
| 1.39% | 1.84% | $207.4万 | 5,629股 | $242.2万 | 5,629股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 1.38% | 0.23% | $207.2万 | 8.6万股 | $30.4万 | 1.1万股 | +7.5万股+695.17% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.32% | 0.02% | $197.3万 | 1.2万股 | $2.5万 | 170股 | +1.2万股+7,214.71% | 加仓 |
 思科CSCO |
| 1.24% | 0.98% | $185.0万 | 1.6万股 | $128.5万 | 1.7万股 | -817股-4.93% | 减仓 |
 礼来LLY |
| 1.12% | 0.99% | $167.8万 | 1,400股 | $129.7万 | 1,411股 | -11股-0.78% | 减仓 |
| SSPDR行业精选信托XLP |
| 1.09% | 0.01% | $163.6万 | 2.0万股 | $1.2万 | 149股 | +2.0万股+13,114.09% | 加仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.08% | 1.26% | $160.9万 | 4.4万股 | $165.6万 | 4.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.04% | 0.95% | $155.4万 | 4,348股 | $125.3万 | 4,358股 | -10股-0.23% | 减仓 |
| C花旗集团C |
| 1.03% | 0.97% | $154.1万 | 1.1万股 | $127.8万 | 1.1万股 | -254股-2.25% | 减仓 |
| BBANK OF AMERBAC |
| 1.01% | 0.95% | $151.5万 | 2.7万股 | $124.5万 | 2.6万股 | +1,037股+4.06% | 加仓 |
 霍尼韦尔HON |
| 1% | 2.35% | $150.4万 | 6,716股 | $309.6万 | 1.4万股 | -6,980股-50.96% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.99% | — | $148.5万 | 6,716股 | $0 | 0股 | +6,716股 | 新买入 |
 WASTE CONNECTIONSWCN |
| 0.94% | 1.04% | $140.0万 | 8,400股 | $136.4万 | 8,400股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.93% | 1.25% | $139.1万 | 4,248股 | $164.2万 | 5,580股 | -1,332股-23.87% | 减仓 |
 GE航空GE |
| 0.92% | 0.79% | $137.1万 | 3,668股 | $104.2万 | 3,673股 | -5股-0.14% | 减仓 |
 亚马逊AMZN |
| 0.91% | 0.92% | $135.7万 | 5,695股 | $121.1万 | 5,814股 | -119股-2.05% | 减仓 |
 百时美施贵宝BMY |
| 0.9% | 0.06% | $134.2万 | 2.3万股 | $8.4万 | 1,387股 | +2.2万股+1,579.31% | 加仓 |
 MERCADOLIBRE COMMELI |
| 0.88% | 1.68% | $131.0万 | 772股 | $220.8万 | 1,277股 | -505股-39.55% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.87% | 0.95% | $130.0万 | 2,597股 | $125.2万 | 2,613股 | -16股-0.61% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.86% | 1.33% | $128.9万 | 6.7万股 | $175.4万 | 9.1万股 | -2.3万股-25.84% | 减仓 |
 艾伯维ABBV |
| 0.81% | 0.78% | $121.0万 | 4,806股 | $102.1万 | 4,695股 | +111股+2.36% | 加仓 |
 爱迪生联合电气ED |
| 0.79% | 0.04% | $118.6万 | 1.1万股 | $5.7万 | 500股 | +1.0万股+2,044.00% | 加仓 |
 GE VernovaGEV |
| 0.78% | 0.66% | $117.0万 | 996股 | $86.9万 | 995股 | +1股+0.10% | 加仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.68% | 0.73% | $102.4万 | 3.0万股 | $96.5万 | 3.2万股 | -1,800股-5.62% | 减仓 |
 强生JNJ |
| 0.68% | 0.71% | $101.0万 | 3,978股 | $93.7万 | 3,832股 | +146股+3.81% | 加仓 |
 黑石集团BX |
| 0.61% | 0.68% | $91.8万 | 7,804股 | $89.7万 | 7,803股 | +1股+0.01% | 加仓 |
| AAT&TT |
| 0.57% | 0.29% | $85.8万 | 4.1万股 | $37.8万 | 1.3万股 | +2.8万股+218.09% | 加仓 |
 默沙东MRK |
| 0.55% | 0.66% | $82.5万 | 6,417股 | $86.8万 | 7,217股 | -800股-11.08% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 0.54% | 0.51% | $80.1万 | 6,343股 | $67.7万 | 4,858股 | +1,485股+30.57% | 加仓 |
| VVanEck ETF信托GDX |
| 0.51% | 0.71% | $76.8万 | 1.0万股 | $93.4万 | 1.0万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.5% | 0.63% | $75.2万 | 6,639股 | $82.5万 | 6,639股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.5% | 0.19% | $74.4万 | 1,281股 | $25.2万 | 1,238股 | +43股+3.47% | 加仓 |
 Elevance健康ELV |
| 0.48% | 0.41% | $71.7万 | 1,853股 | $54.2万 | 1,853股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.48% | 0.52% | $71.3万 | 8,626股 | $68.7万 | 8,626股 | 00.00% | 持仓不变 |
