 微软MSFT |
| 4.95% | 3.3% | $2.11亿 | 133.9万股 | $2.15亿 | 136.1万股 | -2.2万股-1.61% | 减仓 |
 苹果AAPL |
| 4.84% | 3.78% | $2.07亿 | 81.3万股 | $2.46亿 | 83.6万股 | -2.3万股-2.77% | 减仓 |
 亚马逊AMZN |
| 3.17% | 1.82% | $1.35亿 | 6.9万股 | $1.18亿 | 6.4万股 | +5,411股+8.47% | 加仓 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 2.07% | 1.34% | $8,849.0万 | 102.1万股 | $8,700.0万 | 102.8万股 | -7,000股-0.68% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.83% | 1.32% | $7,827.2万 | 6.7万股 | $8,583.7万 | 6.4万股 | +3,113股+4.85% | 加仓 |
 Meta平台META |
| 1.57% | 1.27% | $6,708.3万 | 40.2万股 | $8,231.2万 | 40.1万股 | +1,142股+0.28% | 加仓 |
 VisaV |
| 1.47% | 1.15% | $6,276.1万 | 39.0万股 | $7,480.3万 | 39.8万股 | -8,574股-2.15% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.46% | 1.1% | $6,239.4万 | 34.1万股 | $7,132.0万 | 31.5万股 | +2.6万股+8.38% | 加仓 |
 英特尔INTC |
| 1.3% | 0.97% | $5,568.2万 | 102.9万股 | $6,328.9万 | 105.7万股 | -2.9万股-2.70% | 减仓 |
 默沙东MRK |
| 1.24% | 0.88% | $5,290.3万 | 68.8万股 | $5,698.2万 | 62.7万股 | +6.1万股+9.75% | 加仓 |
| XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR |
| 1.22% | 0.08% | $5,201.8万 | 200.9万股 | $529.4万 | 17.9万股 | +183.1万股+1,024.97% | 加仓 |
 强生JNJ |
| 1.17% | 1.04% | $5,006.2万 | 38.2万股 | $6,781.1万 | 46.5万股 | -8.3万股-17.88% | 减仓 |
 谷歌AGOOGL |
| 1.12% | 1.06% | $4,776.2万 | 4.1万股 | $6,863.2万 | 5.1万股 | -1.0万股-19.78% | 减仓 |
 万事达MA |
| 1.07% | 0.84% | $4,584.8万 | 19.0万股 | $5,439.4万 | 18.2万股 | +7,630股+4.19% | 加仓 |
| AAT&TT |
| 1.04% | 0.74% | $4,458.4万 | 152.9万股 | $4,802.4万 | 122.9万股 | +30.1万股+24.46% | 加仓 |
| BBANK OF AMERBAC |
| 1.03% | 1.83% | $4,377.9万 | 206.2万股 | $1.19亿 | 337.1万股 | -130.9万股-38.82% | 减仓 |
 家得宝HD |
| 1.01% | 0.74% | $4,326.9万 | 23.2万股 | $4,830.3万 | 22.1万股 | +1.1万股+4.77% | 加仓 |
 雪佛龙CVX |
| 0.98% | 0.92% | $4,162.3万 | 57.4万股 | $5,992.1万 | 49.7万股 | +7.7万股+15.53% | 加仓 |
 思科CSCO |
| 0.92% | 1.1% | $3,930.9万 | 100.0万股 | $7,178.6万 | 149.7万股 | -49.7万股-33.19% | 减仓 |
 ADOBE COMADBE |
| 0.89% | 0.31% | $3,801.1万 | 11.9万股 | $1,996.2万 | 6.1万股 | +5.9万股+97.33% | 加仓 |
 摩根大通JPM |
| 0.87% | 1.59% | $3,698.4万 | 41.1万股 | $1.04亿 | 74.3万股 | -33.2万股-44.70% | 减仓 |
 可口可乐KO |
| 0.86% | 0.48% | $3,681.0万 | 83.2万股 | $3,110.1万 | 56.2万股 | +27.0万股+48.05% | 加仓 |
 英伟达NVDA |
| 0.86% | 0.46% | $3,678.4万 | 14.0万股 | $2,972.5万 | 12.6万股 | +1.3万股+10.46% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 0.85% | 0.63% | $3,616.3万 | 105.2万股 | $4,110.0万 | 91.4万股 | +13.8万股+15.09% | 加仓 |
 财捷INTU |
| 0.83% | 0.61% | $3,526.0万 | 15.3万股 | $3,996.5万 | 15.3万股 | +726股+0.48% | 加仓 |
 德州仪器TXN |
| 0.81% | 0.78% | $3,456.2万 | 34.6万股 | $5,071.4万 | 39.5万股 | -4.9万股-12.51% | 减仓 |
 霍尼韦尔HON |
| 0.8% | 0.75% | $3,399.8万 | 25.4万股 | $4,856.0万 | 27.4万股 | -2.0万股-7.38% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 0.77% | 0.59% | $3,265.8万 | 7.5万股 | $3,848.1万 | 7.9万股 | -4,481股-5.65% | 减仓 |
 辉瑞PFE |
| 0.76% | 0.61% | $3,231.2万 | 99.0万股 | $3,949.3万 | 100.8万股 | -1.8万股-1.79% | 减仓 |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 0.74% | 0.9% | $3,153.0万 | 67.2万股 | $5,842.0万 | 93.9万股 | -26.7万股-28.46% | 减仓 |
 宝洁PG |
| 0.7% | 0.4% | $2,983.8万 | 27.1万股 | $2,621.9万 | 21.0万股 | +6.1万股+29.22% | 加仓 |
 威瑞森VZ |
| 0.69% | 0.7% | $2,961.3万 | 55.1万股 | $4,521.4万 | 73.6万股 | -18.5万股-25.16% | 减仓 |
 AGNC INVT COMAGNC |
| 0.69% | 0.51% | $2,924.3万 | 276.4万股 | $3,294.8万 | 186.4万股 | +90.0万股+48.31% | 加仓 |
| IIBMIBM |
| 0.64% | 0.64% | $2,737.3万 | 24.7万股 | $4,159.2万 | 31.0万股 | -6.4万股-20.47% | 减仓 |
 金佰利KMB |
| 0.61% | 0.4% | $2,609.5万 | 20.4万股 | $2,629.6万 | 19.1万股 | +1.3万股+6.75% | 加仓 |
 美敦力MDT |
| 0.57% | 0.44% | $2,412.6万 | 26.8万股 | $2,837.1万 | 25.0万股 | +1.7万股+6.98% | 加仓 |
 百时美施贵宝BMY |
| 0.56% | 0.44% | $2,401.5万 | 43.1万股 | $2,889.8万 | 45.0万股 | -1.9万股-4.30% | 减仓 |
 联合健康UNH |
| 0.56% | 0.31% | $2,395.5万 | 9.6万股 | $2,023.7万 | 6.9万股 | +2.7万股+39.54% | 加仓 |
 美国合众银行USB |
| 0.56% | 0.65% | $2,379.4万 | 69.1万股 | $4,210.5万 | 71.0万股 | -1.9万股-2.74% | 减仓 |
 CSX铁路CSX |
| 0.55% | 0.49% | $2,363.5万 | 41.2万股 | $3,173.8万 | 43.9万股 | -2.6万股-5.96% | 减仓 |
 PRICE T ROWE COMTROW |
| 0.53% | 0.43% | $2,254.3万 | 23.1万股 | $2,815.5万 | 23.1万股 | -220股-0.10% | 减仓 |
 EVERGY COMEVRG |
| 0.51% | 0.51% | $2,176.9万 | 39.5万股 | $3,302.6万 | 50.7万股 | -11.2万股-22.06% | 减仓 |
 雅培ABT |
| 0.5% | 0.32% | $2,124.7万 | 26.9万股 | $2,096.7万 | 24.1万股 | +2.8万股+11.54% | 加仓 |
 赛富时CRM |
| 0.49% | 0.68% | $2,090.8万 | 14.5万股 | $4,409.0万 | 27.1万股 | -12.6万股-46.43% | 减仓 |
 SIMON PPTY NEW COMSPG |
| 0.49% | 0.6% | $2,080.5万 | 37.9万股 | $3,913.2万 | 26.3万股 | +11.7万股+44.37% | 加仓 |
 CVS健康CVS |
| 0.48% | 0.4% | $2,039.2万 | 34.4万股 | $2,593.2万 | 34.9万股 | -5,362股-1.54% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.47% | 0.5% | $1,985.2万 | 7.7万股 | $3,266.3万 | 10.1万股 | -2.4万股-24.10% | 减仓 |
 AMGEN COMAMGN |
| 0.46% | 0.25% | $1,955.6万 | 9.6万股 | $1,637.8万 | 6.8万股 | +2.9万股+41.98% | 加仓 |
 高露洁CL |
| 0.45% | 0.34% | $1,918.5万 | 28.9万股 | $2,188.5万 | 31.8万股 | -2.9万股-9.06% | 减仓 |
 CINTAS COMCTAS |
| 0.44% | 0.21% | $1,868.4万 | 10.8万股 | $1,378.3万 | 5.1万股 | +5.7万股+110.59% | 加仓 |
