 博通AVGO |
| 5.35% | 5.77% | $1,055.1万 | 6.1万股 | $1,096.3万 | 6,828股 | +5.4万股+795.78% | 加仓 |
 Arista网络ANET |
| 3.98% | 4.11% | $784.2万 | 2.0万股 | $780.7万 | 2.2万股 | -1,844股-8.28% | 减仓 |
 汽车地带AZO |
| 3.47% | 3.56% | $683.6万 | 2,170股 | $676.7万 | 2,283股 | -113股-4.95% | 减仓 |
 艾伯维ABBV |
| 2.84% | 2.68% | $559.8万 | 2.8万股 | $510.2万 | 3.0万股 | -1,399股-4.70% | 减仓 |
 埃森哲ACN |
| 2.81% | 2.57% | $554.3万 | 1.6万股 | $488.9万 | 1.6万股 | -432股-2.68% | 减仓 |
| S嘉信·U.S. BROAD MARKET ETFSCHB |
| 2.73% | 2.76% | $537.4万 | 8.1万股 | $524.3万 | 8.3万股 | -2,616股-3.14% | 减仓 |
 WASTE MGMT DELWM |
| 2.52% | 2.82% | $497.2万 | 2.4万股 | $535.2万 | 2.5万股 | -1,139股-4.54% | 减仓 |
 德州仪器TXN |
| 2.51% | 2.55% | $495.8万 | 2.4万股 | $483.8万 | 2.5万股 | -868股-3.49% | 减仓 |
 LINCOLN ELECLECO |
| 2.38% | 2.46% | $469.8万 | 2.4万股 | $468.4万 | 2.5万股 | -366股-1.47% | 减仓 |
 雅培ABT |
| 2.2% | 2.12% | $434.2万 | 3.8万股 | $402.1万 | 3.9万股 | -618股-1.60% | 减仓 |
| AANSYS INC COMANSS |
| 2.18% | 2.32% | $429.4万 | 1.3万股 | $440.2万 | 1.4万股 | -216股-1.58% | 减仓 |
 迪尔DE |
| 2.06% | 1.97% | $406.6万 | 9,743股 | $374.8万 | 1.0万股 | -288股-2.87% | 减仓 |
 BroadridgeBR |
| 1.92% | 1.86% | $378.1万 | 1.8万股 | $353.5万 | 1.8万股 | -360股-2.01% | 减仓 |
 APTARGROUPATR |
| 1.91% | 1.79% | $377.4万 | 2.4万股 | $339.4万 | 2.4万股 | -548股-2.27% | 减仓 |
 宝洁PG |
| 1.82% | 1.85% | $358.0万 | 2.1万股 | $350.9万 | 2.1万股 | -608股-2.86% | 减仓 |
 Meta平台META |
| 1.8% | 1.66% | $355.5万 | 6,211股 | $316.4万 | 6,276股 | -65股-1.04% | 减仓 |
 PALO ALTOPANW |
| 1.8% | 1.87% | $354.7万 | 1.0万股 | $355.2万 | 1.0万股 | -101股-0.96% | 减仓 |
 百事可乐PEP |
| 1.79% | 1.84% | $352.9万 | 2.1万股 | $350.2万 | 2.1万股 | -483股-2.27% | 减仓 |
 康菲石油COP |
| 1.79% | 2.06% | $352.3万 | 3.3万股 | $391.5万 | 3.4万股 | -765股-2.23% | 减仓 |
 VertivVRT |
| 1.73% | 1.59% | $340.9万 | 3.4万股 | $302.7万 | 3.5万股 | -709股-2.03% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.7% | 1.73% | $336.1万 | 1.4万股 | $329.0万 | 1.4万股 | -139股-0.99% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.94% | $335.0万 | 2.0万股 | $369.3万 | 2.0万股 | -95股-0.47% | 减仓 |
 苹果AAPL |
| 1.66% | 1.58% | $328.0万 | 1.4万股 | $301.2万 | 1.4万股 | -223股-1.56% | 减仓 |
 强生JNJ |
| 1.65% | 1.57% | $325.5万 | 2.0万股 | $298.2万 | 2.0万股 | -314股-1.54% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 1.62% | 1.72% | $320.2万 | 1.2万股 | $327.4万 | 1.2万股 | -198股-1.63% | 减仓 |
 万事达MA |
| 1.61% | 1.51% | $317.6万 | 6,432股 | $286.0万 | 6,484股 | -52股-0.80% | 减仓 |
 Phillips 66PSX |
| 1.6% | 1.82% | $315.1万 | 2.4万股 | $345.8万 | 2.4万股 | -524股-2.14% | 减仓 |
 罗克韦尔自动化ROK |
| 1.55% | 1.66% | $304.8万 | 1.1万股 | $316.2万 | 1.1万股 | -132股-1.15% | 减仓 |
 艺康ECL |
| 1.52% | 1.46% | $300.5万 | 1.3万股 | $276.9万 | 1.4万股 | -159股-1.17% | 减仓 |
| S嘉信·USSCHA |
| 1.41% | 1.35% | $278.1万 | 5.4万股 | $256.3万 | 5.4万股 | -6股-0.01% | 减仓 |
 赛莱默XYL |
| 1.4% | 1.48% | $275.2万 | 2.0万股 | $281.9万 | 2.1万股 | -398股-1.92% | 减仓 |
 REVVITYRVTY |
| 1.36% | 1.18% | $267.5万 | 2.1万股 | $223.6万 | 2.1万股 | -388股-1.82% | 减仓 |
 美敦力MDT |
| 1.2% | 1.1% | $236.9万 | 2.6万股 | $209.0万 | 2.7万股 | -235股-0.89% | 减仓 |
 思科CSCO |
| 1.13% | 1.05% | $223.5万 | 4.2万股 | $200.3万 | 4.2万股 | -169股-0.40% | 减仓 |
 QUANTA SVCSPWR |
| 1.1% | 0.97% | $216.1万 | 7,249股 | $184.7万 | 7,269股 | -20股-0.28% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 1.1% | 1.13% | $216.0万 | 1.3万股 | $214.5万 | 1.3万股 | -875股-6.53% | 减仓 |
 阿卡迈AKAM |
| 1.08% | 1.01% | $213.3万 | 2.1万股 | $191.5万 | 2.1万股 | -139股-0.65% | 减仓 |
| S嘉信策略信托SCHF |
| 1.08% | 1.06% | $212.6万 | 5.2万股 | $202.1万 | 5.3万股 | -918股-1.74% | 减仓 |
 金佰利KMB |
| 1.08% | 1.11% | $212.3万 | 1.5万股 | $211.1万 | 1.5万股 | -354股-2.32% | 减仓 |
 伊顿ETN |
| 1.07% | 1.05% | $210.9万 | 6,362股 | $200.4万 | 6,390股 | -28股-0.44% | 减仓 |
 明晟MSCI |
| 1.06% | 0.91% | $208.0万 | 3,569股 | $172.6万 | 3,583股 | -14股-0.39% | 减仓 |
 礼来LLY |
| 1.02% | 1.23% | $201.6万 | 2,276股 | $233.3万 | 2,577股 | -301股-11.68% | 减仓 |
 美国电力AEP |
| 0.99% | 0.87% | $195.0万 | 1.9万股 | $165.8万 | 1.9万股 | +109股+0.58% | 加仓 |
 BUNGE GLOBALBG |
| 0.95% | 1.12% | $187.1万 | 1.9万股 | $213.4万 | 2.0万股 | -626股-3.13% | 减仓 |
| V先锋领航全球基金VFH |
| 0.92% | 0.9% | $182.2万 | 1.7万股 | $170.3万 | 1.7万股 | -468股-2.75% | 减仓 |
 EOG资源EOG |
| 0.89% | 0.93% | $176.4万 | 1.4万股 | $177.3万 | 1.4万股 | +259股+1.84% | 加仓 |
 ZscalerZS |
| 0.8% | 0.93% | $157.8万 | 9,233股 | $177.3万 | 9,225股 | +8股+0.09% | 加仓 |
 微软MSFT |
| 0.76% | 0.85% | $150.0万 | 3,486股 | $162.2万 | 3,630股 | -144股-3.97% | 减仓 |
 诺和诺德NVO |
| 0.67% | 0.86% | $131.6万 | 1.1万股 | $163.8万 | 1.1万股 | -425股-3.70% | 减仓 |
| S嘉信策略信托SCHD |
| 0.64% | 0.6% | $127.1万 | 1.5万股 | $114.8万 | 1.5万股 | +273股+1.85% | 加仓 |
