 苹果AAPL |
| 7.67% | 10.55% | $4,314.2万 | 14.9万股 | $3,834.4万 | 15.1万股 | -1,992股-1.32% | 减仓 |
 微软MSFT |
| 6.66% | 10.18% | $3,745.6万 | 10.0万股 | $3,699.7万 | 10.0万股 | +467股+0.47% | 加仓 |
 英伟达NVDA |
| 6.5% | — | $3,655.0万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 5.18% | — | $2,910.2万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 3.97% | 5.88% | $2,234.0万 | 4.5万股 | $2,136.6万 | 4.5万股 | +58股+0.13% | 加仓 |
 亚马逊AMZN |
| 3.62% | 4.86% | $2,035.4万 | 8.5万股 | $1,767.9万 | 8.5万股 | +514股+0.61% | 加仓 |
 VisaV |
| 3.28% | — | $1,845.8万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 应用材料AMAT |
| 3.15% | 2.31% | $1,772.8万 | 2.5万股 | $839.8万 | 2.5万股 | -50股-0.20% | 减仓 |
 强生JNJ |
| 2.96% | 4.46% | $1,663.5万 | 6.6万股 | $1,619.7万 | 6.6万股 | -763股-1.15% | 减仓 |
 谷歌AGOOGL |
| 2.52% | — | $1,415.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 史赛克SYK |
| 2.44% | 3.94% | $1,370.8万 | 4.4万股 | $1,430.9万 | 4.4万股 | -9股-0.02% | 减仓 |
 ILLINOIS TOOLITW |
| 2.17% | 3.22% | $1,221.5万 | 4.5万股 | $1,171.1万 | 4.5万股 | +169股+0.38% | 加仓 |
 家得宝HD |
| 2.17% | 3.11% | $1,220.1万 | 3.5万股 | $1,131.4万 | 3.4万股 | +196股+0.57% | 加仓 |
 宝洁PG |
| 2.13% | 3.24% | $1,197.7万 | 8.2万股 | $1,178.9万 | 8.2万股 | +60股+0.07% | 加仓 |
 DANAHER DEL COMDHR |
| 2.1% | 3.12% | $1,183.0万 | 6.2万股 | $1,134.1万 | 6.0万股 | +2,288股+3.82% | 加仓 |
 ADPADP |
| 2.1% | 2.93% | $1,178.4万 | 5.3万股 | $1,064.0万 | 5.2万股 | +251股+0.48% | 加仓 |
 好市多COST |
| 2.07% | — | $1,165.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 可口可乐KO |
| 1.97% | 2.87% | $1,106.2万 | 13.6万股 | $1,042.3万 | 13.7万股 | -941股-0.69% | 减仓 |
| IiShares安硕·COREIJH |
| 1.94% | 2.58% | $1,089.7万 | 14.1万股 | $938.9万 | 13.9万股 | +2,289股+1.65% | 加仓 |
 艾默生电气EMR |
| 1.93% | 2.73% | $1,084.7万 | 7.6万股 | $991.2万 | 7.6万股 | +121股+0.16% | 加仓 |
 百事可乐PEP |
| 1.92% | 3.42% | $1,078.7万 | 8.0万股 | $1,243.1万 | 8.0万股 | -383股-0.48% | 减仓 |
 思科CSCO |
| 1.75% | — | $986.4万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
 雅培ABT |
| 1.69% | 2.89% | $952.2万 | 10.5万股 | $1,051.0万 | 10.2万股 | +2,573股+2.51% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 1.68% | 2.29% | $941.6万 | 3.1万股 | $830.9万 | 3.4万股 | -2,163股-6.46% | 减仓 |
 PALO ALTOPANW |
| 1.64% | 1.28% | $919.9万 | 2.7万股 | $464.4万 | 2.9万股 | -1,995股-6.89% | 减仓 |
 林德LIN |
| 1.56% | — | $877.6万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
| T赛默飞世尔TMO |
| 1.45% | 2.17% | $813.0万 | 1.6万股 | $787.2万 | 1.6万股 | +199股+1.24% | 加仓 |
 阿斯麦ASML |
| 1.4% | 1.46% | $785.6万 | 3,949股 | $529.5万 | 4,009股 | -60股-1.50% | 减仓 |
| V先锋领航斯科茨代尔基金BSV |
| 1.19% | — | $667.4万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
 雪佛龙CVX |
| 1.17% | 2.24% | $657.8万 | 4.0万股 | $815.9万 | 3.9万股 | +250股+0.63% | 加仓 |
 星巴克SBUX |
| 1.12% | 1.51% | $627.4万 | 6.1万股 | $548.5万 | 6.1万股 | +181股+0.30% | 加仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 1.1% | 1.64% | $619.6万 | 6.0万股 | $595.1万 | 6.0万股 | +290股+0.48% | 加仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 1.09% | 1.58% | $610.1万 | 5.9万股 | $572.9万 | 5.9万股 | -250股-0.42% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.95% | — | $531.3万 | 7,115股 | $0 | 0股 | +7,115股 | 新买入 |
 特斯拉TSLA |
| 0.9% | — | $506.2万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 迪士尼DIS |
| 0.84% | 1.37% | $471.3万 | 4.9万股 | $496.2万 | 5.1万股 | -2,515股-4.89% | 减仓 |
 空气化工APD |
| 0.83% | 1.28% | $466.5万 | 1.6万股 | $463.4万 | 1.6万股 | -42股-0.26% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.74% | 1.16% | $416.0万 | 2.7万股 | $421.0万 | 2.7万股 | +713股+2.66% | 加仓 |
 高露洁CL |
| 0.7% | 1.02% | $396.3万 | 4.3万股 | $368.9万 | 4.3万股 | -65股-0.15% | 减仓 |
 联邦快递FDX |
| 0.61% | — | $343.0万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 埃克森美孚XOM |
| 0.57% | 1.11% | $321.7万 | 2.4万股 | $402.7万 | 2.4万股 | -200股-0.84% | 减仓 |
 摩根大通JPM |
| 0.57% | — | $320.6万 | 9,795股 | $0 | 0股 | +9,795股 | 新买入 |
 AMD超威AMD |
| 0.56% | 0.3% | $314.0万 | 5,405股 | $110.0万 | 5,405股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJR |
| 0.46% | 0.57% | $256.2万 | 1.7万股 | $206.4万 | 1.7万股 | +669股+4.03% | 加仓 |
| PPNC FINL SVCS COMVXF |
| 0.44% | 0.57% | $246.2万 | 1.0万股 | $208.1万 | 1.0万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 0.44% | 0.99% | $245.3万 | 6.0万股 | $361.0万 | 6.8万股 | -8,602股-12.58% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.43% | 0.73% | $240.5万 | 4.8万股 | $265.5万 | 5.3万股 | -4,920股-9.35% | 减仓 |
 ADOBE COMADBE |
| 0.41% | — | $230.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 默沙东MRK |
| 0.38% | — | $212.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 Meta平台META |
| 0.38% | — | $212.2万 | 3,768股 | $0 | 0股 | +3,768股 | 新买入 |
