 亚马逊AMZN |
| 12.04% | 12.31% | $1,123.3万 | 4.7万股 | $936.5万 | 4.5万股 | +2,163股+4.81% | 加仓 |
 微软MSFT |
| 8.86% | 10.11% | $826.2万 | 2.2万股 | $768.9万 | 2.1万股 | +1,374股+6.59% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 6.99% | 8.37% | $651.9万 | 1.8万股 | $636.8万 | 2.2万股 | -3,750股-16.89% | 减仓 |
 德州仪器TXN |
| 5.75% | 4.59% | $536.5万 | 1.8万股 | $349.5万 | 1.8万股 | 00.00% | 持仓不变 |
 万事达MA |
| 5.52% | 4.93% | $514.9万 | 1.0万股 | $374.7万 | 7,500股 | +2,525股+33.67% | 加仓 |
 谷歌AGOOGL |
| 5.21% | 4.3% | $485.6万 | 1.4万股 | $327.3万 | 1.1万股 | +2,207股+19.39% | 加仓 |
| MMEDLINE COM CL AMDLN |
| 4.01% | 1.11% | $374.3万 | 9.5万股 | $84.5万 | 1.9万股 | +7.6万股+400.05% | 加仓 |
 WASTE MGMT DELWM |
| 3.8% | 4.8% | $354.4万 | 1.6万股 | $365.4万 | 1.6万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 3.3% | 4.66% | $308.2万 | 1.1万股 | $354.3万 | 1.1万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 3.02% | 3.06% | $281.8万 | 1.4万股 | $232.9万 | 1.3万股 | +728股+5.45% | 加仓 |
 明晟MSCI |
| 2.9% | 3.42% | $270.2万 | 4,825股 | $260.1万 | 4,825股 | 00.00% | 持仓不变 |
 VisaV |
| 2.76% | 2.27% | $257.8万 | 7,514股 | $172.9万 | 5,722股 | +1,792股+31.32% | 加仓 |
 艾伯维ABBV |
| 2.47% | 2.46% | $230.3万 | 9,150股 | $187.0万 | 8,597股 | +553股+6.43% | 加仓 |
 WELLS FARGO NEWWFC |
| 2.47% | 2.13% | $230.1万 | 2.8万股 | $162.2万 | 2.0万股 | +7,479股+36.72% | 加仓 |
 博通AVGO |
| 2.41% | 1.81% | $224.9万 | 5,953股 | $138.0万 | 4,458股 | +1,495股+33.54% | 加仓 |
 AMD超威AMD |
| 2.33% | — | $217.8万 | 3,749股 | $0 | 0股 | +3,749股 | 新买入 |
 PHILIP MORRIS INTLPM |
| 2.33% | 2.39% | $217.5万 | 1.2万股 | $181.4万 | 1.1万股 | +1,050股+9.57% | 加仓 |
 苹果AAPL |
| 2.3% | 2.44% | $214.2万 | 7,404股 | $185.9万 | 7,326股 | +78股+1.06% | 加仓 |
 伊顿ETN |
| 2.28% | 2.42% | $212.9万 | 4,996股 | $184.3万 | 5,154股 | -158股-3.07% | 减仓 |
 Meta平台META |
| 2.17% | 2.49% | $202.8万 | 3,601股 | $189.1万 | 3,305股 | +296股+8.96% | 加仓 |
 OWENS CORNING NEW COMOC |
| 2.04% | 1.7% | $190.2万 | 1.2万股 | $129.5万 | 1.2万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 2.01% | 2.14% | $187.6万 | 3,928股 | $162.5万 | 4,807股 | -879股-18.29% | 减仓 |
 ZOETIS CL AZTS |
| 1.73% | 3.5% | $161.7万 | 2.3万股 | $266.0万 | 2.3万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.71% | 1.99% | $159.4万 | 1.7万股 | $151.1万 | 1.6万股 | +945股+5.77% | 加仓 |
 林德LIN |
| 1.63% | 1.51% | $151.8万 | 2,926股 | $115.1万 | 2,322股 | +604股+26.01% | 加仓 |
 史赛克SYK |
| 1.39% | 1.64% | $129.9万 | 4,125股 | $124.6万 | 3,791股 | +334股+8.81% | 加仓 |
 赛富时CRM |
| 1.08% | 1.45% | $100.8万 | 6,435股 | $110.2万 | 5,906股 | +529股+8.96% | 加仓 |
 联合健康UNH |
| 1.08% | 0.86% | $100.7万 | 2,423股 | $65.6万 | 2,423股 | 00.00% | 持仓不变 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 0.84% | 0.96% | $78.2万 | 1.0万股 | $73.3万 | 7,860股 | +2,188股+27.84% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.73% | 1.24% | $68.1万 | 1.6万股 | $94.5万 | 1.5万股 | +903股+6.00% | 加仓 |
 礼来LLY |
| 0.69% | — | $64.8万 | 540股 | $0 | 0股 | +540股 | 新买入 |
 PALO ALTOPANW |
| 0.48% | — | $45.1万 | 1,323股 | $0 | 0股 | +1,323股 | 新买入 |
| SSPDR黄金信托GLD |
| 0.34% | — | $31.6万 | 862股 | $0 | 0股 | +862股 | 新买入 |
| V先锋领航全球基金VGT |
| 0.33% | 0.3% | $31.0万 | 2,592股 | $22.6万 | 324股 | +2,268股+700.00% | 加仓 |
 瑞银UBS |
| 0.31% | 0.29% | $28.6万 | 5,758股 | $22.0万 | 5,758股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.3% | — | $27.6万 | 1,881股 | $0 | 0股 | +1,881股 | 新买入 |
| SSPDR标普500 ETFSPY |
| 0.23% | — | $21.7万 | 290股 | $0 | 0股 | +290股 | 新买入 |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 0.14% | — | $12.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
