 苹果AAPL |
| 5.97% | 6.86% | $2,640.7万 | 12.9万股 | $2,602.2万 | 11.7万股 | +1.2万股+9.87% | 加仓 |
 ZURN ELKAY WATER SOLNSZWS |
| 5.69% | 5.99% | $2,516.6万 | 68.8万股 | $2,269.6万 | 68.8万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 5.41% | 4.42% | $2,390.6万 | 4.8万股 | $1,676.1万 | 4.5万股 | +3,411股+7.64% | 加仓 |
| SSPDR标普500 ETFSPY |
| 2.48% | 2.63% | $1,097.5万 | 1.8万股 | $995.7万 | 1.8万股 | -35股-0.20% | 减仓 |
 科磊KLAC |
| 2.21% | 1.95% | $974.7万 | 1.1万股 | $739.8万 | 1.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 1.78% | 1.41% | $786.0万 | 4.5万股 | $536.0万 | 3.5万股 | +9,940股+28.68% | 加仓 |
 摩根大通JPM |
| 1.76% | 1.72% | $777.9万 | 2.7万股 | $652.5万 | 2.7万股 | +230股+0.86% | 加仓 |
| J摩根大通·ULTRA-SHORT INCOME ETFJPST |
| 1.7% | 1.96% | $753.0万 | 14.9万股 | $742.9万 | 14.7万股 | +1,840股+1.25% | 加仓 |
 好市多COST |
| 1.7% | 1.2% | $752.9万 | 7,605股 | $454.5万 | 4,805股 | +2,800股+58.27% | 加仓 |
| IIBMIBM |
| 1.6% | 1.33% | $707.2万 | 2.4万股 | $505.0万 | 2.0万股 | +3,682股+18.13% | 加仓 |
 甲骨文ORCL |
| 1.58% | 1.16% | $699.4万 | 3.2万股 | $440.3万 | 3.1万股 | +499股+1.58% | 加仓 |
 亚马逊AMZN |
| 1.47% | 1.26% | $651.7万 | 3.0万股 | $477.6万 | 2.5万股 | +4,604股+18.34% | 加仓 |
 埃森哲ACN |
| 1.45% | 1.41% | $642.6万 | 2.1万股 | $532.8万 | 1.7万股 | +4,424股+25.91% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.35% | 1.51% | $596.8万 | 1.2万股 | $571.5万 | 1.1万股 | +1,556股+14.50% | 加仓 |
 应用材料AMAT |
| 1.29% | 0.24% | $570.4万 | 3.1万股 | $92.1万 | 6,343股 | +2.5万股+391.22% | 加仓 |
 TRAVELERS COSTRV |
| 1.26% | 1.45% | $555.1万 | 2.1万股 | $548.8万 | 2.1万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 1.25% | 1.08% | $553.2万 | 5,272股 | $408.0万 | 4,310股 | +962股+22.32% | 加仓 |
| FFASTENAL COMFAST |
| 1.22% | 1.31% | $539.0万 | 12.8万股 | $496.0万 | 6.4万股 | +6.4万股+100.65% | 加仓 |
 德州仪器TXN |
| 1.18% | 1.28% | $523.6万 | 2.5万股 | $486.6万 | 2.7万股 | -1,857股-6.86% | 减仓 |
 沃尔玛WMT |
| 1.14% | 1.19% | $504.4万 | 5.2万股 | $451.2万 | 5.1万股 | +190股+0.37% | 加仓 |
 TJXTJX |
| 1.06% | 1.03% | $470.6万 | 3.8万股 | $390.0万 | 3.2万股 | +6,090股+19.02% | 加仓 |
 默沙东MRK |
| 1.01% | 1.36% | $445.0万 | 5.6万股 | $515.1万 | 5.7万股 | -1,170股-2.04% | 减仓 |
 宝洁PG |
| 0.98% | 1.21% | $432.3万 | 2.7万股 | $459.9万 | 2.7万股 | +150股+0.56% | 加仓 |
 VisaV |
| 0.97% | 0.64% | $429.6万 | 1.2万股 | $242.7万 | 6,926股 | +5,175股+74.72% | 加仓 |
 埃克森美孚XOM |
| 0.97% | 1.23% | $428.4万 | 4.0万股 | $466.8万 | 3.9万股 | +488股+1.24% | 加仓 |
 英伟达NVDA |
| 0.96% | 0.75% | $425.7万 | 2.7万股 | $283.3万 | 2.6万股 | +805股+3.08% | 加仓 |
 伊顿ETN |
| 0.94% | 0.91% | $417.2万 | 1.2万股 | $345.1万 | 1.3万股 | -1,010股-7.95% | 减仓 |
 思科CSCO |
| 0.93% | 0.96% | $410.4万 | 5.9万股 | $365.1万 | 5.9万股 | 00.00% | 持仓不变 |
 ILLINOIS TOOLITW |
| 0.89% | 1.04% | $393.7万 | 1.6万股 | $396.0万 | 1.6万股 | -45股-0.28% | 减仓 |
 家得宝HD |
| 0.88% | 0.71% | $389.0万 | 1.1万股 | $267.4万 | 7,295股 | +3,315股+45.44% | 加仓 |
 万事达MA |
| 0.84% | 0.54% | $372.6万 | 6,631股 | $205.6万 | 3,751股 | +2,880股+76.78% | 加仓 |
 强生JNJ |
| 0.81% | 1.01% | $357.7万 | 2.3万股 | $383.4万 | 2.3万股 | +300股+1.30% | 加仓 |
 麦当劳MCD |
| 0.8% | 0.94% | $355.5万 | 1.2万股 | $357.5万 | 1.1万股 | +723股+6.32% | 加仓 |
 安桥ENB |
| 0.8% | 0.88% | $352.3万 | 7.8万股 | $333.8万 | 7.5万股 | +2,397股+3.18% | 加仓 |
 安费诺APH |
| 0.79% | 0.51% | $349.5万 | 3.5万股 | $193.1万 | 2.9万股 | +5,954股+20.23% | 加仓 |
 ANALOG DEVICES COMADI |
| 0.78% | 0.83% | $345.4万 | 1.5万股 | $315.7万 | 1.6万股 | -1,144股-7.31% | 减仓 |
 联合健康UNH |
| 0.76% | 1.48% | $337.1万 | 1.1万股 | $560.5万 | 1.1万股 | +104股+0.97% | 加仓 |
 康宁GLW |
| 0.76% | 0.77% | $334.4万 | 6.4万股 | $291.1万 | 6.4万股 | 00.00% | 持仓不变 |
 VALERO ENERGY COMVLO |
| 0.75% | 0.94% | $332.0万 | 2.5万股 | $355.5万 | 2.7万股 | -2,221股-8.25% | 减仓 |
 史赛克SYK |
| 0.73% | 0.33% | $321.6万 | 8,128股 | $123.5万 | 3,318股 | +4,810股+144.97% | 加仓 |
 百事可乐PEP |
| 0.73% | 0.95% | $320.5万 | 2.4万股 | $361.1万 | 2.4万股 | +185股+0.77% | 加仓 |
| SSPDR道富系列信托BIL |
| 0.72% | 0.65% | $317.1万 | 3.5万股 | $247.4万 | 2.7万股 | +7,605股+28.20% | 加仓 |
 SYSCO COMSYY |
| 0.71% | 0.82% | $314.3万 | 4.1万股 | $311.4万 | 4.1万股 | 00.00% | 持仓不变 |
 ADPADP |
| 0.7% | 0.81% | $310.6万 | 1.0万股 | $307.6万 | 1.0万股 | +6股+0.06% | 加仓 |
 KROGER COMKR |
| 0.68% | 0.73% | $299.7万 | 4.2万股 | $278.4万 | 4.1万股 | +656股+1.60% | 加仓 |
| N新纪元能源NEE |
| 0.67% | 0.81% | $296.2万 | 4.3万股 | $305.3万 | 4.3万股 | -400股-0.93% | 减仓 |
 博通AVGO |
| 0.63% | 0.49% | $276.4万 | 1.0万股 | $185.5万 | 1.1万股 | -1,054股-9.51% | 减仓 |
 BOOKING COMBKNG |
| 0.61% | 0.35% | $268.6万 | 464股 | $133.6万 | 290股 | +174股+60.00% | 加仓 |
 Meta平台META |
| 0.6% | 0.53% | $267.3万 | 3,621股 | $202.1万 | 3,506股 | +115股+3.28% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 0.59% | 0.67% | $262.3万 | 3.3万股 | $254.8万 | 3.2万股 | +714股+2.21% | 加仓 |
